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Finally! An Intensive Legal Workshop That Trains Your TEAM On Practice Success

You’re only one person, and if you want to be successful in your practice, you need to be focused on doing ONLY that which makes you the most money—serving clients, networking with key advisors and handling legal matters.

You should not be answering the phone.

Bigstock-success-and-winning-concept---53462125You should not be “babysitting” staff members so they stay on track.

You should not have to get too involved selling your services, either (hint: your staff members should be your most profitable evangelists… if they are not, you have a problem).

 …Plus so many other things that you may find yourself “stuck” handling on a daily basis.

 Your team members really don’t want to let you down or add more work on your plate; they simply don’t understand where they fit in the big vision of your practice or how to move beyond their “9 am to 5 pm, punch a clock” conditioning that they’ve been taught their whole lives.

That’s why at our Tri-Annual Practice Retreat this year in St. Louis, we are devoting two entire days to training your team for practice success mastery (June 4th and 5th).    

We are going to transform your staff members into the most profitable assets of your practice!

This training includes our Firm Retreat, which is a dedicated, uninterrupted half-day where we will help create YOUR personalized Law Firm “Money Plan™" that will equip each staff member with a step-by-step blueprint to hitting your revenue goals in just four months! 

No more “it’s not my job” attitudes. No more “9-5” mentality. 

Our team training event will empower your staff members to work your practice as if it were their very own business and their own capital on the line. 

Sound good?

Then don’t wait to register for our Tri-Annual Practice Enhancement Retreat.  Bring your staff members to this intensive event but don’t wait, doors close in less than 30 days (May 15th)!  To view the full agenda and pricing information, visit: www.retreat.lawyerswithpurpose.com

Molly Hall

P.S. Think about all of the training you’ve attended to learn how to grow your practice and push beyond limiting beliefs and habits. Why shouldn’t your key staff members do the same?  They arguably have the most interaction with your clients and help steer your practice ship each day.  Make the wise choice to invest in their success to boost your own: www.retreat.lawyerswithpurpose.com

 

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Registration For LWP’s Tri-Annual Practice Enhancement Retreat Is OPEN!

Molly here from Lawyers With Purpose.  Just a quick heads up that we’ve opened the doors to register for our Tri-Annual Practice Enhancement Retreat, happening June 1-5 in St. Louis, MO.

Blog_taper (1)You won’t want to miss the opportunity to attend one the industry’s most in-depth training programs for Estate and Elder attorneys (and their teams!), focused on helping you:

  • Freshen up on your legal/technical knowledge and discover new lucrative offerings to weave into your current business model;
  • Stay up-to-date on changing laws and best practices that affect your business;
  • Learn how to host consumer-focused presentations, effortlessly fill the room and master the art of “speaking to sell;”
  • Implement guerilla marketing strategies for any budget that work right away to fill your calendar with high quality estate or elder law clients;
  • Develop your legal team into efficient and productive staff members who come to the office each day excited to serve your clients with excellence, become your greatest evangelists in the community and love your practice as if it were their own.

It’s a weeklong event with many different trainings and focus sessions to choose from based on YOUR unique needs and the needs of your staff members.  Here’s just a little taste of some of the focus sessions and programs offered:

  • Mastering The Business of Law -  A roadmap to increasing office efficiency and revenues.
  • Adding Insurance Services To Your Law Practice
  • Train the Trainers: Speaker School- Learn a more strategic way to give presentations that leaves audience members rushing to the podium after your talk to sign up to work with you!
  • Legal/technical training, including: General Medicaid Laws & Rules, Penalty Period Scenarios, Crisis Planning, Debrief of VA Benefits, Trust Fundamentals, Design Strategy, Strategic Planning for Qualified Assets and more.
  • Converting Prospects Into Paying Clients– Mastering Client Attraction and Retention, Enrollment with Initial Contact and Initial Meeting and Value Proposition Pair Practice.

Click here now and register today to make sure you reserve your spot!  The full agenda is now live for your viewing. 

This is your chance to learn from some of the most respected and successful leaders in estate and elder law. These are attorneys that have grown their practices to seven figures and beyond, are doing what you want to do and will openly show you their secrets and how to duplicate their success without costly learning curves or trying to sell you something. 

We promise you’ll be ready to hit the ground running with new strategies and plans for explosive growth your first week back in the office

Jump ahead now to view the full agenda and decide what portion of the program you’d like to attend… or again, consider joining us for the FULL week.

Have questions?  Just email me at mhall@lawyerswithpurpose.com and let me know what’s on your mind.  I’m happy to personally jump on a call with you and walk you through your options.

Hope to see you in St. Louis!

Molly

Don’t wait: http://retreat.lawyerswithpurpose.com/

 

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Meet Me In St. Louis?

As a Lawyers with Purpose member law firm, I both dread and look forward to each Tri-Annual Practice Enhancement Retreat.  What I dread:  the time out of the office and the cost of travel for my entire team of nine.  What I look forward to:  time out of the office, working “on” my business instead of “in” my business, WITH my team. 

Bigstock-People-Social-Networking-an-Id-66058642Prior to LWP, I personally would attend practice development seminars and get all excited and ready to make a huge difference in my practice, only to return to the office and not have the support of the staff.  Now, we go together, get excited together and return to implement the plans together.  At each retreat we review our prior quarter’s goals, assess our accomplishments and set new goals. Because of each retreat, our law firm and team are stronger than ever. 

As an owner of Lawyers with Purpose, I always look forward to the Tri-Annual Practice Enhancement Retreat.  Why?  Because I see our members thriving and hear from them that each retreat has been better than the last.  I am confident that the retreat in June will exceed expectations! 

I am especially excited about the focus sessions that really introduce us to new opportunities of practice (Adding Insurance Services to your Law Practice), ways to dig deep, not wide, to enhance our law firm efficiency and increase revenues (Managing the Business of Law), and the WHY day where my entire team can explore what value they bring to the firm, to our clients and to themselves by defining the core values from which they naturally operate.  Quite honestly, there are so many excellent focus sessions it will be difficult to decide which one to attend. 

You will see what I mean when you review this exciting schedule.  Gather your team and join us in St. Louis!  You will be glad you did and your business will prosper. 

To reserve your spot now, click here and register today!  You can still qualify for our Early Bird Prize Drawing if you register before April 15th!  You don't want to miss this event, register and grab your seat now.

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004.  Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation, Author of 47 Secret Veterans Benefits for Seniors, Author of Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit, Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, Co-Founder of Lawyers for Wartime Veterans, Co-Founder of Veterans Advocate Group of America.    

 

 

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Tactics To Drive Your Community Outreach

Based on changes in buyer behavior, traditional forms of advertising such as billboards, Yellow Pages and television ads are becoming less and less relevant in today’s marketing plans.  They just aren’t getting the reach they used to.  And, as the old saying goes, it takes 7-10 touches for someone to react, so you have got to do all you can to cut through the noise and get those touches!

Bigstock-Community-with-Diverse-and-Mul-62231654In order to make the most of your marketing, you need to be constantly present, showing up and reaching your prospects.  The Lawyers With Purpose Marketing Plan has a three-pronged approach.  There’s wholesale marketing, retail marketing, and community outreach.  Today I will address the community outreach piece by asking a simple question: How are you marketing in your community to build awareness of your brand?

The thing I love about community outreach, especially for estate and elder law attorneys, is how effective it is for a business looking for local customers.  It really is a win-win. By giving back to the community, you help those in need, all while supporting your marketing efforts by promoting and increasing awareness of your services. 

By participating in community outreach, you’ll improve the community’s perception of your company.  And with that you will build your prospects as well as customer loyalty.

The bottom line is that people want to do business with people – not businesses!  This is especially true when it comes to their estate planning needs.  People make purchase decisions based on emotions, and estate planning is an emotional process for your prospects.  If your firm supports a cause, you give prospects a good reason to connect with you on an emotional level.  Period.  It’s really that simple. 

I was on a conference call recently with a power partner, and he told me, “You know I love estate and elder law attorneys!  They are really like no other that I have come across before, and they just aren’t like most attorneys!” I couldn’t agree more.  You all are truly in a field that connects with others on a relational and emotional level.  Helping pass on their legacy and protect their families and all they have worked for, that’s HUGE!

The potential that lies in your community outreach is clearly synergistic if you think about the possibilities for estate planning and elder law to support causes.  So we want to leverage this potential to grow your business in your community, and we can do that by including community outreach initiatives in your marketing plan.

Here are some examples.  It makes sense to sponsor the local living facility bingo night, or participate in the Alzheimer’s walk (with your firm shirt and logo) for an estate and elder law attorney.  If you're an LWP Member, you’ll find on the members website a complete list of national marketing events for 12 months out of the year. In March alone there are 14 things on there! 

One that I really like is “Save Your Vision Month.” You connect with ophthalmologists in your area, go down to the local living facility and provide eye pillows, magnifying glasses and a Q&A fact sheet on eye care.  Or for April there are another 12.  One thing that really popped up for me was “National Oral Health Month.”  You could work with a local dentist and pass out those plastic zip lock bags with free toothbrushes, mouthwash and floss, and you can include your business card because there’s a pouch right in them to hold cards.  You could donate that to a health fair or a living facility in your name.  Think of the referrals you can get from that, as well as from the dentist with whom you’ve created a power partnership.

The point is, if you pick from these things and reach out to your community, get involved and share what you are doing to bring awareness to them, it does distinguish you in the marketplace and raise TOMA (Top Of Mind Awareness) so you’re not always showing up selling and asking people to come to your workshop.  You just participate, support and connect.

And always have fun with it!  Make it a team effort, brainstorm possibilities with everyone in your firm, and work together to be sure you are engaging everyone to really make it a hit.  Make it meaningful to you and your team, something that stirs their passions.  I’ve seen this become something that firms have great fun with, coming together and locking arms for a cause that helps all involved – which makes it a huge success!

When you offer a quality service, AND you support an initiative that you believe in, that’s community outreach at its best!  It’s your business taking the time to care about both your clients and your community!

It’s about finding blue ocean. “Blue Ocean Strategy” is a book published in 2005 based on a study of 150 strategic moves over more than 100 years and 30 industries.  It shows that companies can succeed not by battling their competitors, but rather by creating “blue oceans.”

The concept is that there are red oceans everywhere.  They represent all of the industries in existence today – the known market space in which everyone competes. In red oceans, your marketing is well understood, your competitors are doing the same thing you are, and everyone is trying to outperform the competition to grab prospects and fill their workshops.  As that space gets more and more crowded, prospects dwindle.  The frenzied competition turns the water bloody.  This is red ocean.

Blue ocean strategy asserts that the strategic alternative is to leap into other territories, or waters if you will, where you’ll stand out from the competition and be relevant. By doing this, you are creating blue ocean, clear waters where you are showing up.  And your community outreach really captures this blue ocean concept. (Wiki reference)

So, what can your firm do to benefit your surrounding community? Brainstorm with your team!  Think about sponsoring a community event, taking time to donate to or volunteer at a charity – you can do this without ever writing a check. You can do a food drive where you ask people to drop off cans of food for a cause. By taking this positive initiative, your business helps others in need while increasing its marketing success. What could be better than that?

Once you have a plan in place, you must also be sure to tell the story.  Share it with as many prospects and referral sources as possible. This is where social media, your blog and your website become key players.  You can also do this via a newsletter that you email or mail out, or by putting a flyer out in your conference room or in the reception area of your office so you are sharing it.  Make mention of it at your client appreciation events.  The key is to share the story with as many of your connections as you can. Be sure to take pictures, or even a short video.

Distribute the content to your entire network.  Don’t be shy. I know I’ve mentioned this statistic before, but there is a recent study showing that each of the people you reach out to results in an additional 20 contacts through your networks.

You do the math – the reach of your community involvement adds up quickly. 

And make sure you are letting your community connections know how to get in touch with you on every piece that you share on this.  You website URL, phone number, social icons, and email are all included on everything.  Put the event on your website so people it’s reaching can go to see more, connect with your firm and reach out to you if they’re interested. This drives referrals and will increases your pipeline and workshops! 

Always remember that your activity breeds other activity and you never know who might be watching. Community outreach helps you build your brand, which always drives your marketing.  That helps you get found through all the other noise, which gets the phone to ring, which ultimately leads to growing revenue!

If you're an estate or elder law attorney and want to learn more about marketing your estate practice, join us for our Tri-Annual Practice Enhancement Retreat June 3rd – 5th for 3 days of technical legal, marketing and collaboration!  You do not want to miss this event and we sell out each time.  Reserve your spot now.  For registration information contact Kyle Russ at kruss@lawyerswithpurpose.com.  

Roslyn Drotar – Lawyers With Purpose, Internet Marketing Strategist.

 

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Time Equals Money In Networking

Do you sometimes feel like you're in a rut when it comes to networking and working your Relationship Management System?  If so, I hope you joined me along with special guest Dr. Ivan Misner on our past Marketing Roundtable and got a shot in the arm to pump up your RMS.  

Welcome Dr. Misner for a follow up Special Guest Blog on "Time Equals Money In Networking" which is based on the study he talked about on the Roundtable on how effective your time is spent on networking.

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Dr. Ivan Misner:

The secret to getting more business through networking is . . . spend more time doing it! OK, well, it’s a little more complicated than that because you have to spend time doing the right things.  However, based on the Referral Institute study on business networking, we finally have a definitive answer about how the amount of time spent networking impacts the amount of business that is generated.

The most dramatic statistic I have found shows that people who said “networking played a role” in their success spent an average of 6.5 hours a week participating in networking activities. On the other hand, the majority of people who claimed that “networking did NOT play a role” in their success spent only 2 hours or less per week developing their network.

UntitledWhat does this mean? It means there is a direct correlation between the amount of time you devote to the networking process and the degree of success that you realize from it. To illustrate this further, the graph to the left demonstrates the “average” percentage of business generated from someone’s networking efforts in comparison with the amount of time spent on networking activities.  Here you can clearly see that people who are spending between five to nine hours a week networking are generating (on average) 50 percent of their total business from this activity. 

People who spend, on average, more than 20 hours a week networking are getting almost 70 percent of their business through referrals.

Based on this study, it is clear that people who devote six hours a week or more to networking are generating a large percentage of their business through their efforts. So, it’s time to ask yourself . . . how much time are you spending developing your personal network and what kind of results are you starting to see?

Ivan Misner, Ph.D., Founder & Chief Visionary Officer www.bni.com

I would like to personally thank Dr. Misner for taking the time to join us and sharing with us his insights on networking like a professional to grow your practice.

Roslyn Drotar – Lawyers With Purpose, Internet Marketing Specialist

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“Time” Is The Difference Between Surviving & Thriving

The thought of thriving is ideal, but most attorneys I work with are overwhelmed and are just surviving.  The reality is, as I discover their worlds, they're working long hours and weekends just to survive, just to keep their head above the water. Despite themselves, some are even thriving, but the personal cost is higher than they anticipated or want to pay.  Again, the lack of time seems to show up in each of their challenges. 

Bigstock-Zipper-Changing-Seasons-61958576That's why on Thursday March 12th at 4PM EST and then again at 7 PM EST I am hosting a one hour webinar entitled, Having the Time to Have it All – Three Time Strategies to Have a Practice with Purpose and Profit”. 

In this webinar I will prove you do have enough time.  The truth is, you're already doing it all, just in the wrong order.  I will show you how to get the right help from others so together you can get it all done with less time required of you. 

I will show you how I got my work-life balance back and how you CAN run a law practice that helps a lot of people, not at the expense of you, but rather with your skills being utilized effectively. 

What would it be worth if one hour could save you ten hours a week for the rest of your practice life? Imagine if in the time you have, you could help more people, without increasing the amount of time required of you? 

This is possible, but you must know and implement these three time strategies, so CLICK HERE TO REGISTER NOW for this one hour event to identify what all successful people use to  share their value and help more people in an organized manor.

I hope you can join us so you begin to thrive instead of just survive!

Here’s to making the time,

David J. Zumpano, CPA, Esq., Practicing Attorney just like you & Found of Estate Planning Law Center & Lawyers With Purpose

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Congratulations To Sergio A. White, Lawyers With Purpose Member Of The Month

What is the greatest success you’ve had since joining Lawyers With Purpose?

Thanks to the Lawyers With Purpose systems and processes, our biggest success has been being able to get up to speed very quickly in an area of law that is so important.  The support from Lawyers With Purpose in the form of the Live ListServ for any practice related questions; and and the webinars designed to keep us abreast of changes in the area of elder law and estate planning have made the transition back into full time practice smooth for me and beneficial for my clients.

Serg promo photoWhat is your favorite Lawyers With Purpose tool?

My Favorite Lawyers With Purpose tool is by far the LWP-CCS (estate planning drafting software).  I really enjoy sitting down in front of the computer and punching in the numbers to help come up with a Medicaid-Qualification strategy for my clients.  Then going through the client questionnaire to build the trust and other estate documents is also something I enjoy doing very much.

How has being part of Lawyers With Purpose impacted your team and your practice?

Being a part of the Lawyers With Purpose team for me has been transformative.  Having returned to practicing law after several years in education,  I have found in Lawyers With Purpose a family of likeminded individuals who truly care about the work they are doing and the clients they serve.  It is very satisfying to me to be able to help a family in crisis preserve the legacy that they worked so hard to build, and ensure that it will be there for their family.  Through Lawyers With Purpose, I have met and befriended many people who will be part of my life for many years to come.    

 

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Does Lack Of Time Inhibit You From Helping More People?

Many successful lawyers I have worked with over the last 15 years have a common theme: they are passionate about what they do.  That doesn't mean they always do it efficiently or effectively, but they never give up and are absolutely determined to help people.  The biggest challenges for most, however is having enough time in their day.  Time to get the work done, time to market, time for their family, time to manage their team time to do what they enjoy most, etc., etc., etc. 

Bigstock-time-for-change-67475953That's why I invite you to a one hour interactive webinar on Thursday March 12th at 4PM EST and then again at 7 PM EST entitled Having the Time to Have it All – Three Time Strategies to Have a Practice with Purpose and Profit”. I will show you three tried and tested time strategies to get a practice that allows you to help more people and be profitable at it.

In this one hour webinar, you will learn how all entrepreneurs (including billionaires) have the same amount of time in the day as you and I, and how they use it differently. 

  • How to effectively utilize your time to enroll your team to help as many people as you choose and profit from it too,
  • To work effectively with your team,
  • How to balance your work life and your personal life to ensure you are able to create the maximum amount of value in both,
  • How to have sufficient time to market consistently which will ensure consistent cash flow and free up the time you're currently spending chasing dollars.

I have been able to create a law practice that serves thousands of clients who thank me everyday and refer their friends.  Interestingly, as my practice grew, the time required for me to be in it actually decreased by utilizing these strategies.

It will give you the confidence and path to create a law practice that provides estate planning, elder law, asset protection, Medicaid, veteran's benefits, special needs, and tax planning in a way that helps your clients and your community!

Most importantly, you will be able to ensure your clients are able to maintain their dignity as they age and protect the assets they have worked their whole life for.

If you have a great work ethic, you're passionate about helping people, you're approachable and treasure good relationships, CLICK HERE NOW TO REGISTER for this one hour webinar to gain the time to help more people. These time concepts will be essential to help you break through your time restrictions to help more people and create more value!  I look forward to you joining me.

If you're a Lawyers With Purpose member, you already have access to these strategies!  Just log into the members site and it's all at your finger tips!

In your corner,

David J. Zumpano, CPA, Esq.

Practicing Attorney, just like you &

Founder of Estate Planning Law Center & Lawyers with Purpose LLC

 

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Do You Have The “Time” To Be An Entrepreneurial Lawyer?

A great question.  Many lawyers fail to see themselves as entrepreneurs. The truth is, solo and small practitioners are entrepreneurs, but most are not operating like one. So how should entrepreneurial lawyers think?  As a successful entrepreneurial lawyer, I have learned the The Key Essential element to thrive is managing our time. 

Bigstock-Time-Is-Money-Concept-74046667When you think of the most successful people; Bill Gates, Warren Buffet, or those with major responsibilities such as the President of the United States, they get it all done in the same time we have; but they are using their time differently. Most attorneys I have worked with over the last 15 years struggle with having enough time to get it all done. 

That's why on Thursday March 12th at 4PM EST and then again at 7 PM EST, I will share real time effective strategies that have lead to my success.  It's called, Having the Time to Have it All – Three Time Strategies to Get a Practice with Purpose and Profit”.

In this one-hour webinar I will share the time strategies I utilize in my practice that grew it twenty-fold over the last seventeen years. I will also help eliminate misconceptions on time that holds you back from having the practice you're capable of having and keeps you working late night after night, day after day.

Should you attend?  If you are struggling with a work-life balance, struggling with how to run a law "business," or feel you do not have enough time in your day to get all the work done, then this webinar will be a great use of your time. If you are struggling with how to hire the best people and have inconsistent marketing and cash flow, this webinar is for you!  What is the opportunity?  Simply stated, the opportunity is for those attorneys who want to provide estate planning, asset protection, Medicaid, veteran's benefits, special needs, and tax planning to clients who need these services to protect what they've worked a lifetime to earn and to preserve the dignity they deserve.

What's required to implement the information will share? To become an entrepreneurial attorney you must have a strong work ethic, really enjoy what you do and be passionate about helping people.  You must also be a lifetime learner and really value relationships.  That’s it!  These are the essential elements that you’ll need to have on your calendar.  I will show you how you can and still get your work done. Click here now to register for this time saving webinar. 

Even if you only utilize ONE of the three time breakthrough strategies, it will move you forward toward your quest to have the time to have it all. I look forward to sharing.

If you are already a Lawyers With Purpose member, you already have access to the information.  Please let us know if you have any questions and we can definitely point you in the right direction!

See you there,

David J. Zumpano, CPA, Esq.

Practicing Attorney, just like you &

Founder of Estate Planning Law Center, & Lawyers with Purpose LLC

 

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Essential Things For Your Bottom Line

Are you tracking your closing rate?  You should be, if only for self-evaluation.  Your Pipeline Focuser™ will quickly show how many prospects became clients at each of your Initial and Vision Meetings™ If your closing rate average is lower than 70% you should investigate further.

Bigstock-Bottom-Line-Blackboard-Means-N-62902642A low closing rate is not always attributable to the attorney’s lack of skill in the Initial or Vision Meeting™ Sometimes the prospect just isn’t qualified to move forward. While it would be great if your staff could weed out those unqualified prospects before you invest your time in meeting with them, if they attended a workshop and you promised a complimentary Vision Meeting™ then you don’t have much choice.

However, if your closing rate is low and your prospects are largely not qualified, then consider investing time to improve your skills.  

On the LWP member website, in the Vision Meeting™ folder (located in the Estate Processes tab), there are four videos designed to help you “close the deal.” Two of them deal specifically with boosting your closing rate by using the Vision Clarifier™. 

Are you using the Vision Clarifier™? It’s the tool that visually demonstrates the solution to issues identified in the audit. If you’re skipping this tool, then you’re not visually demonstrating your recommended solution(s).

During the workshop, the attorney tells stories that are memorable, colorful and interesting.  Using a PowerPoint presentation, the attorney is able to anchor stories that are easily visualized by attendees. Adding props such as the little red wagon and the dollar bill maintains interest in the illustrations.

At the subsequent Vision Meeting™ the attorney continues educating prospects in a one-on-one setting by connecting the workshop stories to the Estate Planning Audit™ and then demonstrating solutions with the “Vision Clarifier™, leading directly to the firm fee schedule.

This is where the “rubber meets the road.” The bottom line truly is do you believe in the solution you are recommending? Are you able to clearly see the value? If you are, you won’t hesitate when it comes to quoting your fee.  That printed fee schedule you worked so hard to develop will boost your confidence and demonstrate to the prospect that you are not pricing based on his/her assets. You really do have set fees.

I invite you to track your own numbers.  If prospects walk out of your office, “wanting to think about it,” the odds begin to dramatically decrease that they will become clients anytime soon. Being able to properly demonstrate the benefits of your proposed plan in that first meeting is a priceless skill. Putting in the time to hone and improve this skill will have exponential impact on your bottom line.

If you want to learn more about the Lawyers With Purpose Client Enrollment Process™, join us in Charlotte, NC, February 3rd-5th for our Practice With Purpose Program.  There are only a few seats left so register today!

Nedra Catale – Coaching, Consulting & Implementation, Lawyers With Purpose