Estate Planning Profits is for estate planning professionals:
- working in legal and financial services - lawyers, financial advisors, accountants and others, regardless of your qualifications or professional designation (if you help clients with their estate planning in one way or another, this is for you)
- who love their clients and their practice,
- but don't take themselves too seriously
- and have a sense of humour about themselves and the world;
- who want to make more profit and get more satisfaction from their businesses
- and have an open mind about new ideas and new possibilities,
- but don't want their lives and their firms taken over by some consultant (or even worse, some consulting mega company) who wants them to change who they are and what's important to them and their clients;
- who have a generous, positive attitude towards others;
- and want to live life larger than they do now,
- so they can work hard, play hard, and build a great future for those they love
- and live The Great Life!
