Five Mistakes Planners Make When Running Their Businesses

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 54^th 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.