Personal Information
Organization / Workplace
Cincinnati Area United States
Occupation
Chief Operating Officer
Industry
Finance / Banking / Insurance
Website
http://www.legalbizsuccess.com
About
Working with a great team of wealth advisors, client service specialist and owners, Mike and Mary Anne, to help grow HCM planning services while maintaining a high standard of care for their clients. My responsibilities include the following operational and marketing areas:
Financial Operations
Business Operations
Firm Marketing and Client Development
Business Development
Community Involvement
Information and Telecommunications Technology
Tags
lawyers and law firms
billing tips
profitable
get paid
client relationships
fee agreements
client intake
risk management
social media
ethics
model rules
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