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Outdated Estate Planning Software: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

Get your hands on F3’s tech advantage 👇