July 2019 PILMMA Insiders Journal Article

 

Is Your Phone Protocol Costing you Clients?
by Steve Nober

If you aren’t reviewing your phone protocol, you may be losing clients.  In this article from the July 2019 PILMMA Insiders’ Edition, Steve Nober shares how you can analyze your firm’s intake process, make improvements, and improve your retainer conversions.

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