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Community Means Being There

Our latest Enhancement Retreat brought home a powerful message: Community can be a difference-maker. I simply cannot articulate the sense of community that we all felt there;  you had to experience it firsthand.  I have personally attended all nine of our Enhancement Retreats, and this year we are kicking it up a notch. 

Over thirty five elder law and estate planning firms from across the nation, along with their dedicated team members – 125 people – in a room together for two and a half days, three times a year.  We were sharing values and goals with other like-minded entrepreneurs, law students, paralegals, client service coordinators, marketing coordinators – all of these different roles coming together to make their firms shine.

Members were blow away with what they have accomplished since our last retreat in October – just four short months ago. 

Bigstock-Light-Bulbs-Teamwork-Concept-21698504Community played a big role in making that happen. It’s important to be able to communicate what community is.  People join clubs and organizations on some level for the community they get.   If it’s a gym, you get the accountability of people saying “Where were you on Tuesday?  We missed you at cycling class!” People are dependent on you and they feed off of your energy and the excitement you bring.  The collaboration and accountability that comes from community meant the goals that were set in October were going to get met.  No.  Matter.  What. So being in the room is key; that's a message we can't articulate with a marketing piece.

Being there means you hear things from other members – we call them your Board of Directors – like “You have to slow down and manage that growth,” or “You have to speed up.”  It means you can talk more and share what has worked and what hasn’t.  One of our  members declared in the room that he would be launching consistent workshops starting in April.  His Board of Directors responded, “You can’t wait!  You’ve got to do it now to leverage your time!” 

These conversations with others support you with controlled and consistent growth.  Most people are afraid of growth and success.  It’s scary.  They don’t know if they are doing it right.  They are afraid they are going to blow up what they’ve done before. Community can be the antidote for those fears.

And it goes way beyond the attorneys. For the perfect storm, we also have your team centric. It’s great that you're getting ideas from other attorneys, but the beauty is that they have teams together that are on the front lines.  They’re talking, sharing, gaining confidence and getting fired up!  I was hammered with emails when I got back asking how they can get their hands on tools, webinars and training pieces, to get whatever they need in their bones to support the firm with reaching its goals.

Our attendees are definitely on a high this week – so come April they may gap out.  But June is just around the corner, and they’ll be back in the room for the next Enhancement Retreat.  That will bring accountability.  Collaboration.  Meeting with their Board of Directors.   You will only get so much from the ListServ, the Live ListServ, Your Legal Hour, member webinars, marketing roundtables, etc.; they are no substitute for being in the room.

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

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This Has To Work

It's Super Bowl week, and as you can imagine, the energy in the Mile High City is infectious. Community is brewing, and the birthplace of “America the Beautiful” is a giant love fest. The grocery stores, offices, banks and bus stops are all buzzing with “We got this!! Right?” For the past17 Sundays we’ve devoted our sacred recipes, handcrafted microbrews and family days, which took on a whole new religious zeal.  All anybody can talk about the past few weeks is spreads, odds and luck. I have to say, as a born and raised Buffalo Bills gal, it warms my heart to be “part of” a Super Bowl team (hold the Norwide jokes please).

 

Bigstock-Football-Fan-Celebration-21038801It’s been said that fear is the flip side of excitement. I am seeing evidence of this; the verve of January 1st is slowly fading as we approach flipping the calendar past the first month of the New Year.  Weekly football stakes, new budgets, revenue goals, and health goals are all officially moving from “game on” and resolutions to tenacity and inevitability. Something about February brings a purposeless calm to the calendar as a whole. The buzz is stripped harshly from the air once the Monday after Super Bowl hits. It really doesn’t matter if you follow football or not, it’s the reality of too many days ahead to count until the next excitement (socially acceptable distraction). There’s a melancholy stillness.

Just like the excitement/anxiety coin tossing around in Colorado right now, I see so many law firms experiencing the same emotions of “This has to work out.” The circumstance might be that you just hired your very first employee, or set a revenue goal that you have never set before, or committed to new office space that you are not certain you can afford.  When the hype and excitement is stripped away, we find ourselves in the quiet of “this has to work out,” and that is honestly never a feeling we want to have, especially when it's not “just a game.”  So when you find yourself with that feeling, ask yourself, is the “have to” feeling truth?  WHY does what we are doing right now have to work?  Am I putting the intentional time and intention in (training that new employee), or is the “have to” because I don’t want to go back to the locker room, huddle, engineer Plan B and then recourse.

It is just like the two-minute warning: If you are willing to declare that something just isn’t working, to confront the brutal facts of your current reality, in the face of absolute fear, you can find the courage to stop, recourse and commit to ending the insanity. That’s the beauty.  At the end of the game, nothing has to work other than your willingness to let go of “this has to work” and call another play when “Omaha” is no longer going in the right direction.

Molly L. Hall, Co-Founder, Lawyers With Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

Your Legal Hour – January 27, 2014

Welcome to Your Legal Hour!

This week’s topic is Boost Your Closing Rate with the Vision Clarifier (Part 2).

Questions about the materials presented? Contact us at info@lawyerswithpurpose.com

Supporting Materials from This Session

Supporting Materials from Prior Sessions

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Do You Know Lorraine?

Bigstock-Beautiful-Portrait-Of-An-Elder-5884730Recently, while reading the obituaries, I saw that Jeff, my neighbor’s father, died at the age of 78. While viewed as somewhat ordinary, it immediately made me flash back to my childhood and growing up in a neighborhood of over 25 kids, ten of which were myself and my siblings and seven were Jeff and his wife, Lorraine’s, all the same age as one of us.

We grew up in the 70s playing kick the can, red rover, red light/green light and many other outdoor games to keep ourselves busy (there were no video games in those days). With Jeff dying, it symbolized the end of an era we see as the “good old days” where you can relate back to where you came from and appreciate the simple things. I made it a point to visit Lorraine and her children, several of whom I was still casually in touch with, to express my condolences.

Unfortunately for Lorraine, she not only had to deal with the loss of her husband of 55 years, but also had to deal with the tremendous unknown of having to maintain her life without him. You see, Jeff did everything; he paid the bills, managed the finances, and handled all the financial responsibilities of the household, while Lorraine managed the family. Lorraine did not even know how much money they made each month. She was unsure of what bills had to be paid and she was scared to figure it all out now, without her most important ally with her. As an estate-planning attorney, the family naturally started to ask me questions, which began with, what we in the business often refer to as, “the morbid scavenger hunt” – that is, the hunt for information after someone has passed to try and figure out what was being done. They were unaware of insurance policies, financial accounts, bank accounts and, in fact, Lorraine did not even have power of attorney for Jeff in his final phase of life.

This very stressful time leading up to Jeff’s death and after his passing was exacerbated by the unknown and the additional fear created by it. Do you know someone like Lorraine? The truth is estate planning is ensuring you have a plan in place to handle the legal and financial matters while you are alive and healthy, after you become disabled, and after you pass. Ultimately, a properly drawn estate plan will also provide for a smooth transition after the second passing and, most importantly, avoid the family fights.

Lucky for Lorraine, I am an estate-planning attorney and do this every day of my life. And because I have a strong affinity to her, I was willing to sit in her kitchen and go through information with her and her children to try to assemble the past, resolving all the unknowns. We began calls to the insurance companies and some miscellaneous names she had given me all to try to discover all the pieces and parts that made up her financial life. The good news is we are making headway; but it didn’t have to be this stressful.

I feel for Lorraine and I encourage those of you who are not actively involved in your estate to begin the journey of knowledge now to alleviate the unnecessary pain created by the unknown after the pain of losing your loved one.

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

Your Legal Hour – January 20, 2014

Welcome to Your Legal Hour!

This week’s topic is Boost Your Closing Rate with the Vision Clarifier.

Questions about the materials presented? Contact us at info@lawyerswithpurpose.com

Supporting Materials from This Session

Supporting Materials from Prior Sessions

Your Legal Hour – January 13, 2014

Welcome to Your Legal Hour!

This week’s topic is Who Should Consider Medicaid Planning? Relevant Law vs. Plan Design.

Questions about the materials presented? Contact us at info@lawyerswithpurpose.com

Supporting Materials from This Session

Supporting Materials from Prior Sessions

Your Legal Hour – January 6, 2014

Welcome to Your Legal Hour!

This week's topic is Medicaid Planning – Crisis vs. Pre-Planning.

Questions about the materials presented? Contact us at info@lawyerswithpurpose.com

Supporting Materials from This Session

Supporting Materials from Prior Sessions

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Why Quitting Might Actually Be The Key To Success In 2014

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If you’re like me, your e-mail inbox is probably overflowing right now with messages that talk about all of the things that you can do better and “fix” in 2014…Perhaps it’s a gym wanting you to come exercise, a financial advisor with advice on how to get your finances in order, a resort with an invitation to come relax and recharge your batteries… No matter what the directive, it seems like everyone has an idea for what your New Year’s Resolution ought to be.

Well, I’d like to propose something a little different for this year…instead of worrying about what you should be adding to your already busy plate, maybe you should be thinking about what you should quit??

The Freakonomics blog touched on this very topic in 2011, and I think that their message was spot on:

"To help us understand quitting, we look at a couple of key economic concepts in this episode: sunk cost and opportunity cost. Sunk cost is about the past – it’s the time or money or sweat equity you’ve put into a job or relationship or a project, and which makes quitting hard. Opportunity cost is about the future. It means that for every hour or dollar you spend on one thing, you’re giving up the opportunity to spend that hour or dollar on something else – something that might make your life better. If only you weren’t so worried about the sunk cost. If only you could …. quit."

Take a minute or two and reflect upon the different projects you have going in your life…are they truly serving your ultimate goals? And if they aren’t, can they be delegated? Can they be removed from your list completely? And what would you do if you were able to recover that opportunity cost spent on projects that aren’t serving your goals?

To me, it’s all about focus. Focusing intently on the strategies you can employ to meet your goals, whatever they may be. I'd like to challenge you to take the next steps, break through barriers, implement tried and true systems, and (where appropriate, of course) to quit those activities that are getting in your way.

To your success,

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

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Holiday Traditions – Old And New

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Families are wonderful. They set the foundation for how we should act and when. We then call these actions traditions. Except, things change.

When I grew up, we opened presents from immediate family members on Christmas Eve. Then, on Christmas morning, we discovered the delightful gifts Santa had left for us unwrapped under the tree. To this day, as an adult with my own children, we still spend Christmas Eve at my parents’ house. Except, it will just be my mother’s house this year – our first without my father, who died earlier this year.

I started a tradition a few years ago, but I let it lapse. I will initiate it again this year – lighting a blue candle for my father, and for all those who have died whom I want to take a moment to remember. With my children and mother now involved in the new tradition, it should continue year after year.

This happens in our businesses as well. I learned that a seasoned employee was telling a new employee, “that is how we have always done it,” regardless that I had expressed a new way I wanted it done. A new tradition? A new procedure that becomes tradition, until it needs to change.

The five lessons I have learned from our Christmas traditions that I can use in my business are:

  1. Each year, review the traditions/processes you want to keep and those you want to change due to different circumstances. (I want to continue going to my mom’s house on Christmas Eve, but now I do Christmas day at my house with my children. Keep doing retail seminars, but begin doing prospective client workshops too).
  2. Determine if new traditions/processes should be added to the existing ones. (Add our “Blue Christmas” moments. Add sending an “it was great seeing you” card each week to a new person or client you met.)
  3. Don’t change just to change – keep what is working for you and continue to celebrate its benefits. (Keep extended family traditions while creating new ones with new family. Keep calling our clients three days after our initial meeting, just to check in.)
  4. Put measures in place for accountability. (Enroll my children and mother in the Blue Christmas ritual. Enroll your firm team members in the new process – I have just enlisted my office administrator to ensure that we set aside a certain percentage of gross revenue for savings each week.)
  5. Enjoy the traditions/processes and remember what it is really all about, for you personally and for those you love.

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

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White Knuckling The Week

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“Let go or be dragged.” ~ Zen proverb

“Earlier this week,” is the phrase I used to start the weekly production meeting. Marci immediately cut me off: “Molly, its only Tuesday a.m.” Well, it certainly felt like late Thursday afternoon, with Friday tolerantly waiting on the horizon. I’ve been pondering that simple comment. So many people I talk with have the same theme, feeling like they are white-knuckling through their week. I realized how fast and furious we move through our days, hopping from one task to another, often unaware and unconscious.

In looking back on my week, I’m beginning to notice the absolute necessity for the power of the pause in our lives. We ignore the value of having that transition time between appointments, phone calls, tasks, etc. Most of the time we trick ourselves by saying, “I don’t want to be late,” “It can wait,” “I don’t have to pee THAT bad, it can wait another hour.” But the truth of the matter is, there is little that is more important than the power of the pause to transition between activities and appointments, because those waiting for that next appointment are better off for it. They get your full, undivided attention. They don’t have your rushed energy when you fly into their appointment, meeting, or whatever it is. I can’t tell you the countless times I have personally either been on the giving or receiving end of “Whew, sorry I’m a few minutes late, my last meeting went over.” Next thing you know, the person on the other end is trying to care for you. “Do you need a few minutes to….” “No, no, I’m fine. Let’s get started.”

Ironically, I was late to a call with my coach last Tuesday. I spun into the call with “Sorry I’m late, my last call went over.” She led me into a transformational conversation that started with, “Consider the possibility that when we don’t take the time to properly transition from one action to another that it can be counterproductive. Consider that your rushing because you do not want to be 1 minute late could be actually hindering you from allowing the time you have together to be so much more powerful.” WOW.

What I took away from that call is the necessity for “The 1-minute transition.”

  1. Stop and take one deep transition breath (into your belly deep) and repeat, “I am done with X now and I have the follow-up notes there to support me during my office/admin time so I don’t drop the ball.” (10 seconds)
  2. Physically get up and MOVE. Grab a glass of water, a bit of food, use the restroom. Do whatever you need to move into your next event while letting go of the previous. (40 seconds)
  3. Stop and take one deep transition breath (into your belly deep) and repeat “I am moving into X next and my intention is to be fully present.” (10 seconds)

All it takes is a 1-minute transition to create a conscious shift. Paula taught me that, if I’m authentically going to help others, skipping this time is not an option. If we don’t take that sacred time, it communicates to the person/meeting/event how little we put into being fully prepared to be with them. WOW, what a breakthrough, this 1-minute transition “process.” Because my current reality is that I have an unforgiving calendar, unrelenting follow-up and time-sensitive year-end wrap up, and none of that is going to ease up between now and December 31st – and all without potty breaks.

My weekly planning is going to look a little different come Sunday evening. I’m going to add to the top of my weekly focuser “The 1-minute transition.”

I have also added this to my green “Meeting Focuser” sheets as well as a sticky note next to my phone and on my computer. White-knuckling is nothing more than a habit, a way of being. With the tools and training, it no longer has to be “It is what it is.” If you’re interested in hearing more about weekly planning and how to create safety nets to support you, please join us for a 1-hour webinar on “Effective Weekly Planning” on December 16th. Click here to register.