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Show Up – For Real

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When you are meeting a new potential referral source, how do you show up? Frustrations occur during and after the meeting because we often feel like we are wasting our time. No referrals and no business have come your way since the meeting. Breakfast meetings and lunches can cut at your bottom line, especially if all you are doing is making “friends” instead of creating strategic partners.

How do you create a strategic partner? Lawyers With Purpose has a process, the Relationship Management System, that provides a step-by-step guide on how to conduct a meeting, how to get mutual commitments during the meeting and how to follow up after the meeting. But what is also important is what to do before the meeting so you really show up.

Even if you just showed up with your list of relationship questions to ask and your own presentation materials, you would be far ahead of the other professionals who just show up with their wallet holding barely enough money to pay for coffee. But what could you do differently to make the experience worthwhile for both you and your new prospective referral source?

Before each meeting, I research the person with whom I will be meeting. I go to the person’s website and print a page from the site. Why print a page? During the meeting when I am going through papers, the prospect will see the page and feel good that I did my homework and took an interest before the meeting. I also search Google, Facebook, and Linkedin to see what information they are sharing on social media. Doing this gives me insight into their personality and their technology and marketing acumen. Also, it may yield some insight as to family members and hobbies.

Just the other day I was meeting with a magistrate judge who administers a criminal diversion program for veterans. On the biography page of her website, she shared that she had recently run her first marathon. To bring value to her, I brought and gave her the book I co-authored, “Running Through Life’s Lesson.” I was able to tie in an interest held by both of us as well as suggest that the book would be a great resource for people in her diversion program. A few months back, I met with a financial advisor. On his website, I noticed that his primary client base is single women (recently divorced or widowed). Thus, I brought to the meeting information about an upcoming summit that also focuses on women, Live Your Legacy Summit with Emmy Award winner Aurea McGarry, and suggested he sponsor the event.

When I have done the research and really show up for the meeting, I am prepared to have a relaxed conversation instead of an inquisition. I can also bring immediate value to the relationship. Taking the extra 15 minutes to research your new referral source will be an extra 15 minutes another person will not spend, which will make you stand out. This should lead to a more enriched relationship that will lead to more clients.

If you have an interest in bringing VA or Medicaid and Asset Protection to your estate planning practice, join us September 12-13, in Phoenix, Arizona, for our Asset Protection, Medicaid & VA Summit. If you are thinking about attending this event, you'll want to register today. Tomorrow is the last day to register. Click here and register now.

For more information about the Lawyers With Purpose Relationship Management System, please contact us at www.LawyersWithPurpose.com. Victoria L. Collier, Certified Elder Law Attorney, Fellow of the National Academy of Elder Law Attorneys, Co-Founder of Lawyers With Purpose, LLC, author of “47 Secret Veterans’ Benefits for Seniors – Benefits You Have Earned … but Don’t Know About” and co-author of “Running Through Life’s Lesson.”

The Power Of Your Story

The power of stories allows you to connect with your audience in powerful ways. Your Purpose story will enhance your ability to convert potential clients into paying clients.

What you will take away from this years Annual Member Enhancement Retreat:

  • The Ability to Instantly Connect with Any Audience, Anywhere, Anytime
  • The Science behind Stories and Emotional Influence
  • The Unstoppable Combination of Credibility and Vulnerability – The Trust Factor
  • The Ability to Be Vulnerable with Any Audience Without Losing Credibility
  • An A to Z Structure to Create Your Purpose Story
  • Knowing Exactly Where to Insert Your Purpose Story in your Presentations
  • The Ability to Transition away from Your Purpose Story into Your Content with Ease
  • How to Use the Power of “Seeding Stories” to Increase New Client Conversions

We'll be quiet now. Click the video and watch Keynote Speaker George Ira Carroll speak for himself… Then register.

Get It Done!

In this video Dave digs into each day of the 2013 Lawyers With Purpose Practice Enhancement Retreat Agenda. Registration is still open. It's not too late. Watch the short video and see why you can't miss this year:

Day One: Get More Leads – Show your value and build your brand though storytelling. Keynote Speaker George Ira Carroll will talk about the power of storytelling and how using stories in every element of your practice will impact your market. Plus a live presentation of Dave presenting the brand new 7 Threats Workshop.

Day Two: Attorney Track – Get to Conscious Competence – Know what trust to use and the CCS options to choose to get the results you need for each plan. Review the features in all the five trusts and know when to use each one.

Day Two: Team Track – Performance Driven Solutions – How to Have Control in Your Role, Versus Letting it Control You. Redefine practice management and increase the entire team’s productivity using workflow to manage your process.

Day Three: Get More Money – Create your Double Your Practice Team Strategy with a realistic timeline to achieve it. Taking a look at what you've been doing in the past, look at where you are now and identify the key areas of your infrastructure for growth. Ask a panel of Lawyers With Purpose members who have doubled their revenue what they did to reach and exceed their goals. Work with your team to build your action plan for 2014.

We are working hard to make a difference at this years retreat. Make an investment in your personal and professional growth and register today. Will 2014 be your year? You decide!

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LWP Keynote Speaker George Ira Carroll – The Art of Storytelling

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Storytelling is an art that can be learned, and if you’re a person of influence, storytelling is a way to instantly connect with your audience. There are 2 key components that create influence: credibility and vulnerability. Creating your personal story is an integral part, but knowing how to incorporate your purpose story into your practice will make a difference in your conversions.

National Marketing Expert, George Ira Carroll, will be leading Day 1 of The LWP Practice Enhancement Retreat and will ensure you walk away with your purpose incorporated into every conversation you have. Whether you're teaching clients, referral sources or walking into brand new facilities in your region. Learn how your personal story is ultimately your brand in the marketplace and that which people in your community seek you out.

On Day 1 we guarantee you'll end the day knowing exactly how to take the LWP stories to a whole new level… giving you an arsenal of workshops for presentations anywhere from 15 minutes to 2 hours … all while maintaining the purpose of the stories and having the ability to give them your content with ease.

“Your purpose story is your unique story of why you decided to go into your profession. It's the catalyst that inspires people to work with you.” George Ira Carroll.

Click here to see just one piece of what you will take away from Day 1. Register today for $2,747 and save on tuition. Plus, back by popular request is the option for payment installments! Pricing will increase to $2,997 after tomorrow!

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Broadway Show ” Kinky Boots ” : Five Lessons For Lawyers

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I had the pleasure of being in New York this past weekend. While there I saw the six Tony Award Winning Broadway production, Kinky Boots. The play itself was very entertaining, which I expected. But, I also came away with many business tips, listing here the top five.

Before embarking on the five lessons, a backdrop of the story is helpful. The premise is that Mr. Price expects his son, Charlie, to take over the family shoe business. Charlie has different ideals in mind, but when his father dies unexpectedly, Charlie inherits and takes over the failing business. To keep from closing down the factory and laying off friends and workers of over 30 years, Charlie has to do something dramatically different.

Without spoiling the show for you, yet still be able to share the lessons…

1. Find a niche market. Price & Sons had always sold quality men’s shoes that were pricey. The market was demanding less expensive shoes with newer styles. The business suffered because it continued to do the same as it had always done until Mr. Price died and his son took over. To survive, Charlie discovered an underserved market – -men wearing women’s shoes that were not only harmful to their feet, but uncomfortable.

Thus, Charlie made women style shoes to bear the weight of men and catered to an entirely new market – drag queens. When I started my elder law firm in 2002, the definition of elder law was “Medicaid Planning.” Of course I did that, but I also discovered a market not being served – Wartime Veterans who could benefit from receiving the pension with aid and attendance benefits. There were other law firms quietly helping veterans in their communities, but no one was truly serving the market until lawyers realized the need, which was in 2008 when I began national conferences to train the lawyers. Other niche markets within elder law now include special needs planning and fiduciary litigation, among others. What niche can you create in your community?

2. It takes the entire team. Whether you are a sole practitioner who performs every role in your office, or if you have many other lawyers, paralegals, legal administrators, etc., everyone must buy in to what you are doing and selling. Everyone must respect and accept the vulnerabilities and strengths we each have. When Charlie was at the end of his rope and desperate, he began to yell at his employees and make very poor decisions which led to him alienating himself from everyone. Had the employees not looked beyond the temporary stress, they all would have lost everything, to include their jobs. The team pulled through together, for the good of all, and they were then successful.

3. The New Kid on the Block Can Stand Out. Cyndi Lauper is extremely talented and has won awards for her musical abilities before; however, she had never even composed or written music for a theatre production. Kinky Boots was her debut and she knocked it out of the park winning Best Score and becoming the first woman to win the composing category solo. I began my practice in 2002. By 2006 I was being recognized as someone who knew something about Veterans Benefits. By 2008 I was the national expert on VA pension with aid and attendance. Since then, I am the recipient of the highest award the National Academy of Elder Law Attorneys provides, called Fellow of the Academy, and I have been appointed by my state Governor to sit on an advisory board that reports to his office.

You do not have to have decades of experience to be the best at your trade or to be recognized. You do; however, have to put yourself out there and have confidence in yourself.

4. Be yourself. Charlie, and the other lead role, Lola the drag queen, were always trying to please everyone else, especially their individual fathers. Working hard to please others only drains your energy. You can serve and assist others, but work to please yourself by being authentic. Clients and professional referral sources only want to work with people they feel they can trust. Being true to yourself is the best way to show authenticity.

5. Find and have a mentor to help you achieve greater success. Harvey Fierstein wrote the book for the play Kinky Boots. Mr. Fierstein has a long list of accolades for his work, to include other Tony Awards. Cyndi Lauper was brilliant to team up with Mr. Fierstein for her debut musical.

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This is a picture of me and my mentor, William Hammond, who I invited to see Kinky Boots with. A great mentor supports your efforts to succeed and often becomes a dear friend as well.

Lawyers With Purpose, LLC as a community has served as mentor to new and experienced members of estate planning and elder law firms. If you are looking for a community or mentor, Lawyers With Purpose may be the organization for you. Come see what we are all about. Join us September 12-13 in Phoenix AZ, for our Asset Protection, Medicaid and VA Summit. Register early and take advantage of our early bird pricing.

Victoria L. Collier, Certified Elder Law Attorney, Fellow of the National Academy of Elder Law Attorneys, Co-Founder, Lawyers with Purpose, LLC, Veteran of the U.S.A.F. and author of 47 Secret Veterans’ Benefits for Seniors…Benefits You Have Earned but Don’t Know About.

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Guest Blogger Jennifer Campbell Goddard Shares The Facts About Blogging

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Just how important is it, really, for you to post regularly to your law firm blog? It’s a hassle, right? Coming up with something pithy to write, logging into your account, posting, sharing, etc.? And after all, how many people really read your blog? You seldom get insightful commentary from visitors. Isn’t this just one more marketing gimmick you can skip?

Hang on! Before you pull the plug on your blog, better get your facts straight! Daily blogging and social media support are important aspects of The Essential Solution® marketing program, and most Integrity Marketing Essential Attorneys are faithful about posting to their blogs and sharing on social media. So, we reviewed marketing performance statistics to see whether blogging is really a high-return activity.

Here is what we found:

Bloggers Get More Website Traffic

  • Referrals from your blog account for, on average, about 25 percent of all website traffic. Simply put, about one-fourth of all the people who visit your website are coming from your blog!
  • Perhaps even more importantly, when you share your blog posts on Facebook, we find that, on average, another one-third of your website visitors come from Facebook.
  • For those of you who are keeping track, this means that your blog posts are generating nearly 60 percent (25 + 33 = 58) of your website traffic!

Bloggers Get Higher Google Rank

  • Your blog also adds to your website’s index on Google. In fact, Kyle Krull now has 1,770 website pages indexed on Google — and 1,710 of those are from his blog! Google loves well-indexed websites with lots of content, and rewards Kyle with page one rank for 17 of his Essential key search terms in organic search!
  • Your blog posts also are indexed by Google and will show up for key local searches. In fact, a recent search for “Family Business Succession” in Overland Park, KS delivered more than 251,000 results — and Kyle Krull held the top three spots on page one. Two of those three were blog posts.

But don’t just trust our research. HubSpot recently released their own blogging impact research statistics from 7,000 of their customers.

Highlights:

  • Companies that blog 15 or more times per month get five times more traffic to their websites than companies that don’t.
  • Smaller businesses (1 to 10 employees) actually tend to see the biggest traffic gains from blogging.
  • Companies that increase blogging from 3 to 5 times per month to 6 to 8 times per month almost double their leads.
  • An average company will see a 45% growth in TRAFFIC when increasing total blog articles from 11-20 to 21-50.
  • Companies with more than 200 blog articles have MORE THAN FIVE TIMES AS MANY LEADS than those with 10 or fewer.

To learn more about how blogging impacts your marketing, listen to Integrity Marketing’s webinar, “Blogging To Boost Law Firm Marketing Performance” – view online or download here: http://www.imslegalmarketing.com/blog/

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Purposeful Relationships – Count Your Contacts and Make Them Count!

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Do relationships really help improve your business? The answer is a loud YES! Each day we come to work with the goal of increasing business and keeping the doors open for another day. After putting in 40+ hours a week, it’s hard to find the energy to build business relationships. So why not work the task of nurturing and cultivating relationships into your weekly schedule? There are so many different ways to accomplish this.

(1) Look into leadership organizations that will put you in contact with other business professionals in your area who are looking to accomplish the same goal as you: making your contacts count.

(2) Join LinkedIn, a professional networking site with over 200 million members. According to its CEO, Jeff Weiner, members of the site are “the most affluent, most influential and best educated consumers on the web.” In other words, LinkedIn members are smart, have money to spend and have lots of connections just like them.

(3) Create a list of 10 business professionals with whom you want to create a relationship that will benefit them along with you and your business.

(4) Consistently participate in weekly synergy meetings to make sure you are interacting with one of your "My 10" each week.

(5) If you support non-profits, don’t just write the check but create a partnership. It is not taboo to ask what you are getting out of your donation. Form a partnership that allows the supporting organization to endorse you and/or your company.

(6) While networking, you will meet a variety of individuals. Network and partner with the individuals who have values, goals and work ethic similar to your own.

(7) Remember, it’s not always “business” with these individuals. Create personal relationships with them. A round of golf, an invitation to an event you sponsored with your team or just a casual lunch meeting to brainstorm is always healthy for business relationships.

Estate planning law firms, along with their teams, across the country are doing this very well, week in and week out without being dependent on the attorney’s excuse of "when I can get to it."

At this year’s Lawyers with Purpose Annual Member Practice Enhancement Retreat, our members will learn firsthand how improving your legal technical, and your teams’ ability to consistently deliver it, supports every single one of your relationships. Learn the success stories and the strategies for improving your relationships via automation.

If you are currently a member of LWP click here to register now and reserve your seat. If you are not an LWP Member and interested in learning more about what Lawyers With Purpose has to offer your estate planning practice, join us in Phoenix, AZ, for our Asset Protection, Medicaid and VA Summit, September 12-13th. Click here to register for our two day event.

Roslyn Drotar, Implementation Coach, Lawyers With Purpose.

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Inside Marketing To Veterans – Keep It Simple!

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Veterans are humble of their actions, yet proud of their accomplishments. When marketing to veterans, it is important to remember the personality of the target market. For estate planning and elder care attorneys, our target market is WWII and Korean War veterans. Noble men and women who do not like to brag, yet will have a picture of themselves in uniform or a certificate of discharge hanging on a wall.

Do you plan your marketing strategy and budget in advance? How much do you spend to acquire one new client? Are you over spending or under spending? Is there a simpler way?

One simple strategy that I have discovered when marketing to veterans is to do it from the inside. What does that mean? Take really good care of the current client and they will then take care of you. While most law firms focus on outside marketing through media, seminars and personal meetings with professionals (all important), many do not take any action to continue to market once the client is inside the office.

How do we do this for veterans? For each veteran who signs an estate plan or receives an award for Improved Pension with Aid and Attendance, we provide to the veteran a Certificate of Recognition for the accomplishment they just achieved. Signing a solid estate plan taking care of themselves and their loved ones for years to come is an accomplishment. Going through the process of applying for VA benefits, and getting them in a timely manner, is an accomplishment. Thus, we recognize the effort and achievement of doing so.

How is this considered marketing? First, you have exceeded the expectation of the current client. You did not only provide and complete an estate plan or VA benefits plan, as expected, you recognized and honored your client for their part in the plan as well. You made them feel individualized and special. Second, that client who is now very pleased with the service received will go brag about you to all of his buddies at the VFW or the assisted living facility. A veteran will not brag about himself, but he will brag about others. You can and should be that “other” that he brags about. What is the value of one new client that heard about you from a satisfied customer?

How much was the framed certificate? $1.50. How much time did it take you to do? One minute to print and five minutes to present. Much cheaper and a lot less time than lunch with another colleague who may or may not brag about your services when the meal is done.

Recommendations for the certificate:

  1. Type or beautifully print the veterans name and rank on the certificate.
  2. Use language of true honor and accomplishment.
  3. Put “Presented by YOUR FIRM NAME”
  4. Put the Lawyers with Purpose logo with name that connects you to a larger, meaningful organization.
  5. Print in color or have a gold seal to make the certificate stand out.
  6. Keep it simple, not flashy.

Once you begin to present certificates of recognition and accomplishment to your veteran clients, you will notice a change in both your current and future clients. You will also notice a change in the attitudes of your team members, creating an environment of respect. It does not take a huge budget or hours upon hours to acquire the next perfect client. It only takes one simple act of kindness within the firm to a current client to generate a steady flow of qualified, appreciative, paying clients.

If you are considering becoming a member of Lawyers With Purpose, and want to get in a room and discover what we can offer for asset protection, Medicaid & VA click here for information on our two day summit in Phoenix, AZ. Seats are limited and the last event sold out quickly!

Victoria L. Collier, Certified Elder Law Attorney, Fellow of the National Academy of Elder Law Attorneys, Co-Founder, Lawyers with Purpose, LLC, Veteran of the U.S.A.F. and author of 47 Secret Veterans’ Benefits for Seniors…Benefits You Have Earned but Don’t Know About and 47 Secret Marketing Strategies for Veterans Benefits Attorneys.