Understand the difference between lead generation and client acquisition for law firms and how improving both can increase conversions and revenue.

Last week at Summit, I had several conversations that stuck with me. Not because the questions were unusual, but because of how easy they were to misunderstand and how much trouble that misunderstanding can create downstream. One conversation involved an attorney working through a plan for a blended family. The goal, as it so often […]

Most law firms assume growth and scale are the same thing. They are not. Growth is often easy—at least initially. More clients come in. Revenue increases. The team expands. The calendar fills. From the outside, everything appears to be moving in the right direction. But underneath the surface, something else often begins happening at the […]

Learn how emotional intelligence helps estate planning attorneys build trust, improve client communication, and strengthen firm performance.

Learn how to structure law firm practice area pages that rank in search and convert visitors into clients with clear content, keywords, and calls to action.

Learn how Zapier, APIs, and automation can streamline law firm workflows and reduce manual work in estate planning practices.

The American Academy of Estate Planning Attorneys (the “Academy”) held its annual Spring Summit in the Crescent City, New Orleans, Louisiana. In the interest of full disclosure, I have visited the Big Easy many times, although never for work. Something about New Orleans always pulls me back. Maybe it is the music spilling into the […]

Learn how listening strengthens leadership in estate planning law firms by improving team alignment, client experience, and decision-making.

Discover common law firm website navigation mistakes that reduce leads and learn how to create a clearer path that improves engagement.

People know that they need to design an Estate Plan, but often look for shortcuts. Those shortcuts come in various forms, from “do-it-yourself” Wills purchased at an office supply store or online, to adding beneficiaries to accounts or deeds. Without consulting a qualified Estate Planning attorney, an individual has no way of knowing the myriad […]