Mid Service Upgrades
The Estate Planner’s Podcast

Mid Service Upgrades

2023-05-29

Mid Service Upgrades are those times when a client is in the middle of receiving a service, but something changes and the service is now no longer appropriate or adequate to accomodate the change. This episode looks at how these situations can be quite delicate and mistakes can easily be made, and looks at how best to handle the client so that they can be presented with the upgraded service. 

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