The Estate Planner's Practice Development Podcast
By Family Legacy Media
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Today's ever-changing legal marketplace can seem daunting to those in the estate planning realm. How does one distinguish oneself from the competition? How do you get A+ clients through the door? How do you hire a new team member that's sure to be the right fit? These topics and many more face estate planning attorneys on the rise on a daily basis. Nevertheless, solutions exist. In this series by Practice Development Experts Craig R. Hersch and Patrick Carlson, learn what challenges you may not even know you're currently facing and what years of experience have taught these two authorities to do to overcome those obstacles. For more information and solutions, visit www.4freedompractice.com and www.wealthcounsel.com.
||CleanMulti-Media for Leveraging Time||Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just […]||12/21/2017||Free||View in iTunes|
||CleanSales Funnels in Marketing Estate Planning||What is a sales funnel and why is that important to estate planning? Find out what process you should develop to find prospective clients, educate them prior to their first consultation, and how to engage […]||12/21/2017||Free||View in iTunes|
||CleanWhat Makes an A+ Client?||Finding your perfect client can be challenging. Push-back and resistance almost seem like part of the job when you’re accepting all business that walks in your door. Craig Hersch and Patrick Carlson discuss their take […]||12/21/2017||Free||View in iTunes|
||CleanFinding Right Fit Team Members||Even small and solo practitioners need some help. Practicing with a qualified team of professionals that fully support you and your business can be an obstacle for many of today’s estate planning attorneys. They face […]||12/21/2017||Free||View in iTunes|
||CleanAttorney Misconceptions of Advertising||What are the biggest misconceptions about advertising among estate planning attorneys? Does it work? Is it a waste of time and money? What’s the difference between marketing and sales? How do you distinguish yourself when […]||12/21/2017||Free||View in iTunes|
||CleanPre-Disposed, Pre-Interested, Pre-Motivated, Pre-Qualified||Filtering your clients is no easy task. How do you get clients in the door that you know are ready for your services and aren’t just tire kickers or attorney shopping? Using renowned marketing expert […]||12/21/2017||Free||View in iTunes|
||CleanThe Biggest Challenges for Small Firms||Today’s small and solo estate planning practices face the challenges of commoditization, automated online document preparation, and how to distinguish themselves in an increasingly competitive marketplace. Practice Development Experts Craig R.||12/19/2017||Free||View in iTunes|
This podcast is designed for estate planning attorneys (and staff) and gives valuable insight into the business side of the practice of law.