Case Study: Jeffrey R. Young & Associates
Jeffrey R. Young & Associates is a hybrid law firm & financial planning firm. This experience was a challenge due to very strict FINRA rules & regulations on marketing. For …
Case Study: Wills & Wellness
Wills & Wellness is a law firm that I had the pleasure of helping build from the ground-up. As Co-Founder and Director of Client Services (as well as “unofficial” Business …