Happy Friday!Have you heard about the Academy’s upcoming webinar? If you haven’t checked out the details of this webinar that we’re excited to bring to you, keep reading!The Academy constantly strives to provide useful sessions with implementable strategies to make an immediate difference in your law firm. With that goal in mind, we have just […]

Often, clients just want assets distributed outright to their beneficiaries. This can make sense, in some circumstances. However, there are many circumstances in which it may not make sense. Some of these circumstances, the clients can foresee. Some of them, they may not foresee. You should discuss these 8 circumstances and see if any of […]

The most persistent challenge seminar marketers face is converting attendees to appointments. However, there are some effective conversion techniques for advisors who are committed to building their book of business through seminar marketing. As you come to the end of your presentation, your attendees are most likely waiting for a high-pressure sales pitch. This is […]

Summer is in full swing. Some days it leaves us running from A/C to A/C, other days we roll the windows down and let the breeze fill the car. We breathe a sigh of relief when we take the accidental turn to go by the neighborhood grade school and remember that there won’t be a […]

Here’s a secret (shhh…!): Estate planning attorneys are human. We are not perfect. Over a series of four blogs, we’ll look at common mistakes. Are you making any of them? The first mistake in the planning process is not coordinating the estate plan. A client has many types of assets. Let’s look at a typical […]

Everyone has encountered that surly person who makes the job just a little harder for those around them. Whether it’s a client or a member of the team, difficult personalities can throw a wrench into your day, and ruin your concentration and productivity. Some benevolent souls have endless patience and understanding when it comes to […]

How do you change a negative into a positive? Do you feel stuck doing something you feel that you cannot change? I did, but I found a way to turn it into one of my favorite parts of my day. Let me explain. I love where I live. The community is wonderful with a small […]

Clients often think in terms of “if I die, I want x, y, and z to happen.” Unfortunately, the human condition is still terminal…at least for now. There have been numerous attempts in history to end mortality. Often, it was the attempts themselves which induced death. Here’s a Newsweek article which details historical and current […]

Killing and grief are all over the news and social media this summer. From the shootings in Orlando to Dallas police officers gunned down while protecting protesters, and all the other killings we’ve seen, our grief reactions have a pattern. Immediate reactions are shock, numbness, horror, sadness, anger and tears. Then come the candlelight vigils, […]

Video continues to be one of the most powerful marketing tools available to law firms. With the number of viewers growing exponentially and the new video features now available on virtually every social media platform, adding video to your social media marketing is a no-brainer. Here are ten tips to help you easily add video […]