Monthly Archives: April 2011

Annual Retainer Fees, and Your Firms ‘Marginal Revenue/Marginal Cost Ratio’

Many estate planning firms are leaving significant fees on the table and missing out on an elevated level of client service which differeniates your practice from competitors.   Borrowing a term from economics 101, these same firms may well be … Continue reading

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On-site or off-site Backups? What’s wrong with this question?

I recently commented on a question about cloud based backups where the discussion compared the merits of on-site vs. off-site backups.  The short answer is – you need both. It seems to me the off-site vs on-site should be more about … Continue reading

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