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Five Mistakes Planners Make When Running Their Businesses

Run the practice, don’t let the practice run you.

Many planners spend too much time working in their practices and often forget they need to work on them as well.

Trusts & Estates sat down with Craig R. Hersch, an estate planner, advisory practice consultant and creator of The Freedom Practice, at the 54th Annual Heckerling Institute on Estate Planning to talk about five mistakes planners often make when running their businesses and how to fix them.

Here’s what he had to say.


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