Marguerite's goal is to save you time and money with practical marketing tips for professionals who serve the vulnerable and elderly. Her positive approach and specific instruction add to the fun of growing your practice, whether you are an Attorney, Financial Advisor, Geriatric Care Manager, Fiduciary, Bank Trust Officer, Senior Residence Director, Insurance Specialist, Planned Giving Director, Hospice Coordinator or in any other field with a higher standard of accountability and fiduciary liability to your clients. This is what she calls the "Estate Planning Arena".

 

Marguerite has many years of experience in marketing both to the public and to expert professionals.  She serves as Trustee and Executor for her clients, attends marketing seminars, continues her education for her licenses and is always seeking best practices.  Readers send in questions and Marguerite sends out the answer to all of her subscribers every few weeks.  

 

If you are in the "Estate Planning Arena" and you are seeking a way to meet other professionals to refer to your clients and from whom to receive referrals, come meet us for breakfast - Our Estate Planning Groups meet in Del Mar, La Mesa and Temecula with more locations in development. We are hoping to start a group in your area; if you are interested, after looking at the site, please let us know.