INFORMAZIONI SU QUESTO EPISODIO
In this episode, Host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture and business development at Wiggin and Dana. From onboarding and retention efforts to leveraging technology, like automation bots and project management software, and exploring creative marketing strategies, Dan offers a behind-the-scenes look at the operational heartbeat of the department. Tune in to hear how thoughtful strategy and collaboration drive excellence beyond the legal work.
Inglese
Stati Uniti
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Cerca gli episodi passati di Future Focused: Sophisticated Estate Planning.
ALTRI EPISODI IN QUESTO PODCAST
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for founder-owned businesses navigating an exit or a transition to a new form of ownership. They examine the key drivers behind se…
In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional challenges that often accompany major life events, such as the loss of a loved one. They emphasize t…
In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors. Michael and Allison discuss the interplay of legacy letters, also known as ethical wills, in estate planning and emphasize h…
In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why it may be more tax-efficient to gift during your lifetime as opposed to transferring wealth…
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of "Will Power," an automation bot designed to streamline the drafting process from preparation of documents to task tracking and data…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Wiggin and Dana LLP's Erin Nicholls and Michael Clear , che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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