There’s an easy trick to assess the value of a PowerPoint presentation: stand next to a slide. If it is prettier than you, then you got it wrong. A slide is but a tool, like a pen, with which you, the presenter, will put your signature on the presentation. You may wield the finest Mont […]

Watching your prospect list grow is an exciting thing. Those new prospects mean that your marketing efforts are paying off and if you’ve already implemented a Client Engagement System in your firm, then you should be feeling pretty good about converting those prospects into clients. But what then? What do you do with your new […]

How many times have your clients asked you that? As estate planning attorneys, we know that producing a comprehensive estate plan to meet the unique needs of the client is not as simple as pressing a button. It takes years of legal education and experience to identify and address potential issues. Now, one of the […]

I spent part of last weekend proofing the manuscript for The E-Myth Attorney book. I can’t even tell you how excited I am to finally see it at this stage. The book should be available on Amazon in the June timeframe… the few steps are being looked after now, like final proofing, quotes endorsing the […]

System # 3: Engaging Your Prospects – Predictably Inspiring Clients to Take Action and Retain Your Firm Now that we’ve seen why marketing is so important to your law firm, let’s look at what happens once the marketing is in place. When you engage in marketing, your efforts will eventually produce some prospects. Now, these […]

If that describes the staff turnover in your estate planning law firm—it could also ultimately describe your law firm! All too often we can look around at any business, law firms are no exception, and watch the turnover in staff happen over and over. Staffing experts have reported that replacing an employee costs the owner […]

System # 2: Integrated Client Marketing System – Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects While we firmly  believe all 11 Academy Systems need to be up and running smoothly, there is one that makes all the others possible. Generating a consistent stream of qualified prospects and repeat business with premium fees […]

Nobody wants to hear that the path to success looks more like an obstacle course than a garden path out of a dreamy painting. Talking with attorneys about the “systems” that make it possible to be only a counselor and a CEO in their law practice always *sounds* good until you look closer at exactly […]

System # 1: Strategic Planning System – Aligning Your Business With Your Personal Values Ask an attorney how they spend their time and they’ll likely have a long list of tasks on their agenda. Client meetings, answering emails, doing legal work and of course, dealing with all the various interruptions that occur on any given […]

Estate Planning and Elder Law attorneys often face ethical dilemmas. An all too real concern is: What do you do when your client tells you he or she is planning to commit suicide?Those over age 65 have a higher rate of suicide than any other age group. So, this question is more than an esoteric […]