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Five Essential Roles For A Successful Practice – Part Four

This is the final post of a four-part series outlining the five key roles to a thriving, purposeful law practice: entrepreneur & visionary [Part One], transformer [Part Two], performer [Part Three], and leader.  Today, we will distinguish the significance of the final role, the leader(s). We have established that the entrepreneur, visionary, transformer and performer are all needed to create a successful business, yet it is this final role, that of leaders, that can make a successful company exponentially more successful. Leaders take the ideas of value identified by the entrepreneur and the vision of the visionary to turn those ideas into achievements. Leaders work with the skills of the transformer, who transforms the idea and vision into something tangible that can be delivered by the performer to consumers to derive the intended benefit.  Leaders expand the capability of these four key roles beyond that of the individuals who are performing them. 

Bigstock-Creative-sign-with-the-text---75543127It is critical in any organization to have leaders, but there are different types of leaders.  In smaller organizations, each of us must be self-led. Most small businesses (or law firms) actually start with one individual, the entrepreneur (or frustrated technician, as Michael Gerber declares in E-Myth). But as the sole person in the company, the entrepreneur is also required to be the visionary, the transformer, and the performer, or face almost certain failure. By default, they naturally become the leader of themselves. As the company grows, they hire their first employee, typically a performer to take some of the “performer” role off of them, and the company continues to grow. Eventually, enough employees are hired so each role is handled by separate individuals. This increases the capacity of the business, but requires each of the employees to communicate effectively and work “together” to achieve the intended result.  Being self-led is essential to an individualʼs personal success, but successful organizations need two types of leading – self-led individuals and those who lead others. 

A leader is one who is accountable to those they report to for the performance of others who are accountable to them to accomplish the stated objective or goals.  In smaller companies, all employees are accountable to one leader who is typically the owner (entrepreneur); he or she is not always the person best suited to lead the organization, but often the role is “delegated up” by default. Even if the entrepreneur is capable of leading, they soon discover their talents are better utilized on “higher impact” matters. As the number of people in a company increases, the true test of the business's viability is determined. Leaders become essential to ensure that the multiple roles continue to work together to achieve the outcome anticipated by the owner, envisioned by the visionary, created by the transformer, and delivered by the performer. As the entrepreneur is “freed up” from these other roles, they are able to pursue other opportunities for the company.

The typical structure of leaders in a successful company or law firm is, first, the leader of a role. For example, this might be a performer who leads client services, drafting, funding, or even the attorney. Each must lead themselves in their individual role. When a certain role has multiple performers (i.e. several client service personnel), then the company needs a leader of the performers in each role (a.k.a department).  That is typically referred to as a department head, or in Lawyers with Purpose, a “coordinator.” A client services coordinator, funding coordinator, drafting coordinator or the like are examples.

The next level of leader is a leader of department heads. A leader of those who lead the individual departments leads the company and coordinates all departments to ensure the intended success is achieved. The leader of departments is typically referred to as the director of operations (a.k.a D.O.). They coordinate all the different departments that are coordinating all the different performers within those departments.  Additional leaders to successful companies include the leader of the future, who is otherwise known as the visionary, and the leader of the business, who is the entrepreneur. Finally, it is the role of the CEO (often the entrepreneur) to lead the director of operations and the visionary to ensure that the business remains relevant, viable and thriving. 

In each of these roles, the individuals must be self-led. So the critical question is, is a leader also a performer, a transformer, a visionary or an entrepreneur? Obviously, the answer is yes. In each role of an organization, each can have multiple roles. For example, the leader of client services can transform the way the company delivers client services to the consumer to ensure they derive the intended benefits more efficiently. The distinction between the client service role and a transformer client service role is the impact of creating new ways to deliver the role. The same could be said of those in the marketing department, lawyers, or those in other critical roles in a small law firm. Once an individual is clear on their most effective role, it enables them to provide the greatest value to their organization. In fact, it is essential to identify what we do naturally and embrace it! 

The next logical question is, I know my role, but am I stuck there? I would much rather restate it from the perspective that, once you identify what role you belong in, you should celebrate it because it provides you the greatest opportunity to thrive and have impact in the organization and affect its ability to perform successfully. To have a thriving, purposeful practice you need an entrepreneur to identify the value needed in the marketplace. You need the visionary to identify how to deliver the value to the marketplace. You need the transformer to transform the ideas and visions into something that can actually be deliverable to the individual and you need the performer to actually be able to deliver it in a way for the consumer to derive the benefit. And, as your organization grows, you need leaders at every level and in each role to continue to expand the reach of impact that your company can have.

So it's not a question of being “stuck,” it's a question of “celebrating” your unique skill that creates the greatest value inside a successful organization. At Lawyers with Purpose, we empower each team member to embrace their role and set the standards to interact with the other roles with the necessary reporting for the leaders to lead effectively. As a result, our members experience thriving, purpose-driven law practices.

If you aren't a Lawyers With Purpose member and want to know more about creating a purpose-driven practice, join our webinar Thursday, July 23rd at 2 EST "Having The Time To Have It All" to learn more about joining. Mark your calendar and register today to reserve your spot.

David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center

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Team Retreats Build Successful Businesses

I spent the first Wednesday – Friday of June in St. Louis with my entire law firm – nine of us in total. It was scary to think about shutting down the law firm for three days.  What about the prospective clients we would miss?  What about clients in crisis calling for immediate answers?  What about the expense for nine people to fly and stay in hotels?

Bigstock-TEAM-Word-collage-on-black-ba-13245533Quite the contrary!  It was and remains one of the best investments my firm makes three times a year.  Attending the Lawyers with Purpose Tri-Annual Practice Enhancement Retreat with my entire team allows us to get out of the office, learn substantive materials pertaining to each functional role, work on the business side of law and create collective goals. This retreat we specifically enjoyed the wholesale and retail marketing panels, learning how and when to hire a law office manager, how and why estate planning and elder care law firms could benefit by adding financial services, and how we maximize results by knowing our own value and having crucial conversations. 

But, do you want to know the real reason I love going to the Tri-Annual Practice Enhancement Retreats and taking my entire team?  When we return to the office, no one has piles of work to catch up on, because everyone was away together.  We are refreshed with new motivation and we don’t have the clutter that often prevents us from accomplishing our goals.  With clear minds, clear offices and a team in unison, you can easily achieve what just the week before seemed impossible.

Look for opportunities to get your team out of the office together!  They will return stronger than ever to support your mission.

If you aren't a Lawyers With Purpose Member and want to know more about joining our community and attending future retreats, consider joining our Having The Time To Have It All FREE Webinar on Thursday, July 23rd at 2:00 EST.  Simply click here to register!

Victoria L. Collier, Co-Founder, Lawyers with Purpose, LLC, www.LawyersWithPurpose.com; Certified Elder Law Attorney through the National Elder Law Foundation; Fellow of the National Academy of Elder Law Attorneys; Founder and  Managing  Attorney of The Elder & Disability Law Firm of Victoria L. Collier, PC, www.ElderLawGeorgia.com; Co-Founder of Veterans Advocates Group of America; entrepreneur; author; and nationally renowned presenter. 

 

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Thinking Of Becoming A Sponsor For The Next LWP Retreat? 5 Things To Know

Guest post by Laura Lee Sparks:

Almost seven years ago, I had the privilege of facilitating an estate planning conference with Dave Zumpano as one of our guest speakers.  He was there to educate our members on his proprietary estate planning and elder law software. 

I remember watching the presentation and thinking that he was ahead of his time in creating and designing technology that not only generated comprehensive documents, but also automated every need of the client.  It inspired me to hone my own skill set and shift my focus to helping the public see estate planning in a more holistic and forward-thinking way.

Bigstock-Pencil-shows-number-one-to-fiv-83254133In 2010, I re​structured my business, Legal Marketing Maven.  My husband was dying from cancer, and he urged me to devote the majority of my efforts to helping lawyers spread the word about their services to desperate families and caregivers in their greatest time of need. 

In less than six months, Legal Marketing Maven doubled its profits, as well as the size of our team.  More importantly, we were out there making a difference.  Our efforts have continued to grow and evolve ever since.

One key strategy that contributed to our rapid success was choosing to exhibit at legal events across the country.  We’ve been to many conferences as sponsors, some of which have been worth our while and others that have been very expensive learning experiences.    

Rewind two weeks ago.  I had the opportunity to be a sponsor for the first time at LWP’s June Tri-Annual Practice Retreat in St. Louis, MO – and the event was unlike anything I have experienced in the legal conference space.

Maybe you do funding, financial services, drafting, complimentary legal services, marketing or some other business that serves estate planning and elder lawyers.  All I can say is that you are doing a huge disservice to your company by not getting yourself and your team to LWP’s next live event. 

Here are just a few ways that my experience at the Lawyers with Purpose event stands out from other vendor opportunities I’ve had:

1.     LWP is a family – and they invite you to be part of it.  When you attend an LWP event as a sponsor, you are not looked at as just another “salesperson” lurking in the hallways.  The culture is one of family, so even vendors are accepted with open arms into the LWP tribe.  It was a great feeling, and we made many amazing new relationships as a result.

2.     All sponsors are personally vetted by company leaders.  Because attendees know that the LWP team carefully selects the sponsors for a reason, there are more opportunities to build relationships with prospects and educate them about your services without skepticism or jumping through hoops to get attention.  

3.     LWP supports your business and APPRECIATES your contributions. The entire LWP team has been in your shoes. They are practice owners, entrepreneurs and experienced marketers. They know what it takes to grow a business and they are sensitive to the needs of complimentary business owners who attend their events as sponsors.

4.     LWP’s unique abundance mentality leads to amazing collaborative opportunities.  LWP does a wonderful job of helping lawyers shift their mindsets from one of “I have to crush competition at all costs” to one of abundance.  We had the opportunity to sit down with “competing lawyers” in over-saturated areas who wanted us to help them WORK TOGETHER to support each other’s efforts through marketing.  This happened more than once!  The collaborative environment among attendees, as well as sponsors, was unlike anything I’ve seen before.

5.     LWP staff and attorneys have the most fun.  Enough said.  You’ll quickly forget you are there on business with all the friends you’ll be making. 

We’re planning to attend the October Tri-Annual Practice Enhancement Retreat, and we hope you’ll join us, too!  There is no greater opportunity to connect and partner with a group of forward-thinking lawyers who are literally changing the world and making significant and impactful differences in their local communities.  Don’t wait to reach out to the team about sponsorship. We’ll see you in Arizona!

If you are interested in sponsorship opportunities at the October Tri-Annual Practice Enhancement Retreat, please contact Roslyn Drotar at rdrotar@lawyerswithpurpose.com for dates, location and a Sponsorship Prospectus.  

Laura Lee Sparks, CEO, Legal Marketing Maven

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15-25 Initial Consults For Just Two Hours Of Your Time? YES!!

Filling your calendar each month with new initial consults shouldn’t be such a struggle.

In fact, when you know how to easily generate 15-25 initial appointments in just two hours of your time, you’ll never have to lose another wink of sleep worrying about where new business is coming from.

Bigstock-Football-Fan-Celebration-21038801You can just dip into your “toolkit” and make magic happen… on your own terms and on a budget that you feel comfortable with.

So how is it done?  SPEAKING!

We’re not talking about those generic, Chicken Dinner Estate Planning Workshops, either.  Chances are, you’ve tried them before–only to spend a ton of money with very little results.

Here at Lawyers With Purpose, we have a unique methodology for conducting workshops that have worked consistently for 35 years to “put butts in seats,” keep audience members engaged, and close the presentation in such a strategic way that listeners can’t help but rush the podium to schedule an appointment with you.

15-25 new initial appointments per workshop is just the average that our Lawyers With Purpose members experience.  And many are conducting more than one a month!

What would your life and practice look like if you started each month with 15 + initial appointments already on the books?

We’ve got 2 programs just for you!  Our Train the Trainer Speaker School AND “How To Protect Your Stuff in 3 Easy Steps” are where you learn how to make it happen

We are opening these two intensive workshops to just a handful of attendees happening during the week of June 1st in St. Louis, MO on a first come, first serve basis.

It doesn’t matter if you’ve never conducted a workshop before or if you’re an experienced speaker who just wants to “sharpen the saw” and boost results.  These two programs will teach you, among other things, how to:

  • Fill the room with only your ideal prospects
  • Engage your audience and hit deep emotional pain points with our training on platform perfection, value proposition and measuring the effectiveness of stories.
  • Speak to SELL by “seeding” your desired outcome, leading audience members down your unique funnel and closing in such a way that incites listeners to take immediate action.

Plus, attendees of the “How To Protect Your Stuff…” Specialty Workshop will leave with our ENTIRE “done-for-you” seminar package, including handouts, PowerPoint presentations, speaker notes, evaluations marketing materials, video & audio of the workshop and audio of stories to use in your presentation.

All you’ll have to do is pick a date and venue and you’ll be ready to host your first workshop as soon as you get home!

If you’re even remotely curious about either of these programs, don’t wait to go HERE now to get all of the details and registration information.  Spaces will go fast—we fill up each and every year.

REGISTER NOW

To your success,

Molly

P.S.  You do not have to attend the entire retreat to participate in Train The Trainers: Speaker School or the “How to Protect Your Stuff…” Specialty Program. Feel free to join us just for just these events, or stay for the entire week for the best experience and opportunity to grow your practice.   Register now: retreat.lawyerswithpurpose.com

 

 

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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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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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Congratulations To Douglas Ocker, LWP Member Of The Month

What is the greatest success you’ve had since joining LWP?

I joined LWP in 2013. I felt I lost control of my law firm to my employees, as they had the hammer over my head due to the power of one. How could I replace them if they were the only one knowing how to perform a particular task? LWP was the answer. With video webinars and a systematic process, including spreadsheets and flowcharts, I could train a replacement employee in a few days. So thanks to the LWP system, the hammer was in my hand, not their hand. I no longer have paralegals. This is my greatest success. Practicing elder law is fun again.

DSC_1709What is your favorite LWP tool? 

I do not have a favorite LWP tool. The LWP system is a complete system, i.e. a toolbox. The toolbox holds every tool an Elder Law attorney will ever need. These tools include document preparation tools, marketing tools, law office management tools, video instructional tools, and so on. Just go to the website and open the toolbox for the job at hand. Even the email list serve is an open ended tool for your use. 

How has being part of LWP impacted your team and your practice?

We have a TEAM now, and I love it! Every team member knows their job description, and LWP has a system in place for each team member. We have an attorney and CEO, a Client Service Coordinator, a Marketing Coordinator, a Bookkeeper and Document Preparation person (my wife, Sueanne), and two part-time analysts for VA and Medicaid document preparation.

Life is good!

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So You Didn’t Make It To Phoenix? Check Out What’s Been Uploaded…

There is absolutely no substitute for sitting in a large conference room with people who do the same thing you do, day-after-day.  They “get” your challenges because they face similar ones.

Bigstock-Upload-sign-icon-Upload-butto-56363555And you missed out on brain storming and sharing ideas out on the patio or in the bar after meeting hours.  You didn’t get a chance to sit down with your CC&I coach or your attorney mentor coach face-to-face to discuss what’s holding your team back or to celebrate your victories.

Last, but certainly not least, you and your team missed out on the nine break-out sessions that covered subjects ranging from “Business Succession Planning” to “Busting Financial Advisory Myths.”  Even if you DID make it to Phoenix, you’re only one person, right?  Maybe you had to make hard choices about which break-out sessions you could attend and heard great things about the ones you missed.

Great news!

So far, three of the nine break-out sessions have been added to the member website, with another three scheduled to be uploaded later this week. 

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Community Presentations & Relations, Presented by Jennifer Rozelle

A how-to guide to securing and presenting Community presentations; how to get them; topic ideas; how to organize and plan them; and how to use them to feed your workshops.  Learn the distinctions among Public Workshops, Private Workshops, Professional Presentations and Community Presentations

 

Post-Death Trust Administration, Presented by Liz Evans

What to do when the 1st spouse dies; what to do after the surviving spouse dies.  A practical look at post-death administration issues.

 

How to Generate Facility Revenue:  Getting & Staying in the Door with Nursing Homes, Presented by Roslyn Drotar & Meredith Glendenning

Walk away with a comprehensive nursing home/facility process, which you can go back and implement into your practice, immediately.  Learn only what works (we’re saving you from the disastrous efforts) to not only get in the door to nursing homes, not only begin generating revenue, but quadrupling revenue & how to keep it going!

 

Coming later this week …

Busting Financial Advisor Myths, Presented by Jeff Bellomo & Lou Leyes

Respond with confidence to common myths surrounding asset protection, irrevocable trusts, qualified funds, etc.  Get the advisor off of their “default” setting and into strategic, client-centered planning.   

 

You’ve Defined Roles … Now What? Presented by Roslyn Drotar

It is important to provide clear definition and understanding of roles.  You’ve defined roles, now what?  Learn how to take the role definition to the next level.  Learn the skills needed to go beyond just making certain nothing falls through the cracks.  Learn different approaches, regardless of the circumstances to create accountability AND work together at your team best!

 

Business Succession Planning Presented by Dave Zumpano

An advanced level legal-technical session – what to do when the business planning client already has a corporation structure (LLCs, S-Corps, C-Corps) – creating a business succession plan.

   

10 Key Features of the Trust Drafting Software That You Need to Know, Presented by Aaron Miller

Learn the 10 key features of the LWP-CCS Trust Drafting software and how to make them a multiplier to distinguish you in your Estate Planning community.  

 

Coming in December

What’s Happening in the Conference Room? – The Signing and Funding Meetings, Presented by Susan Hunter

The third of the “Conference Room” series – designed to give the team a look at what, exactly, occurs for the client during the key meetings.  Team members will be better equipped to assist clients while they navigate the process, and can set expectations or answer questions directly.  Attorneys who attend will learn how to delegate these meetings to their team.

 

Communication Skills, Presented by Susan Hunter

Take the next step in developing your communication skills; sharpen your saw with practical applications of MIFy™ and Power-in-Partnership™ including client meetings and team conversations. 

While you’re at it, take a look around the member website.  We’ve been making changes to follow LWP processes more closely in the web layout.  This should make it much easier for members to find tools and materials to support their practices.

If you have comments or suggestions about the website layout, I’d love to hear them.  Write me at ncatale@lawyerswithpurpose.com.

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