The right technology is your secret weapon for a future-proof firm.
In a crowded market, Firm Future Formula leverages a little-known technology partner to dramatically increase efficiency and outperform competitors.
Why Your Tech Stack Matters
F3’s Preferred Estate Planning Tech:
Increased client conversion with tools that demonstrate your value
Elevated revenue by closing more deals and selling clients on premium fees
Data-driven insights that track key metrics and identify areas to optimize performance
Stronger client relationships fostered by your rapport and interactive intake experience
Outdated Estate Planning Software:
No sales process to help you overcome objections
Unnecessary payroll for hours spent manualing drafting plans
Lengthy meetings gathering client data and reviewing mistakes
Client confusion from poor explanation of complex estate planning concepts