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Congratulations Steve Wright – LWP Member of the Month

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

Our greatest success is simply the number of clients that are coming to us for assistance. These are clients I would not have been able to assist before LWP, and I certainly would not have been able to provide them assistance as effectively without the organized approach we learned from LWP.

What is your favorite LWP tool?

My favorite tool is the workshop. It took a leap of faith. My first workshop was mostly for family of my staff, and I didn't make an impressive presentation in my opinion. But I immediately saw how I could improve and it gave me confidence. We have been able to keep people coming as word spreads. In fact, my current challenge is how to most effectively focus my business development efforts. I have several insurance and financial professionals that want to be part of what we are developing. All I needed to do was implement the tools LWP provided.

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

LWP has opened up entirely new opportunities for our practice. We are able to provide services in very specialized areas of estate planning (i.e. Medicaid planning) and do so in an organized way that allows us to think both short term and long term. This sets us apart. I am very optimistic about our future.

Business Traveling Tips To Enhance Your Retreat

Your travel plans are made. If you’re anything at all like me, you begin throwing things in your bag the night before you travel and hope you remember the things you forgot in the morning. Hopefully you remember them. There's always someplace to grab stuff on your layover or from the shop in the hotel, right?

I've put together the following companion guide for your travels to our Enhancement Retreat in Syracuse. In my opinion, these are the things that are not negotiable and you simply can't do without. You might not find some of them along the way and they are a must:

  • A self-made care package for comfort and health – (1) neck pillow; (2) plenty of water to hydrate; (3) vitamins – C & B for sure; (3) hand sanitizer.
  • Book – It has to be a good one. And you must have the highlighter or pencil handy to mark it up where all the profound "ah-ha" moments are (as we say so often at LWP). If you have any good suggestions, please comment below and share.
  • Goal set – Write down three things you are going to make sure you get out of the retreat. You know our agenda. What's yours? What are you going to take back to your office to implement? What do you need to move forward with where you are now? What will get you where you want to be, to make 2014 your year?
  • Go for a walk – Get outside the hotel at some point in your day. When we break, get up and breathe some fresh air. Get the juices flowing! Make sure you look into the hotel gym – bring your gym clothes and Nikes – and keep a bit of your workout routine.
  • Smart Phone – Fully charged, so make sure you bring that charger with you. Visit the app store before you depart and download the latest apps you need (travel support, productivity support, games). It always shocks me when I visit and see the latest. If you’re a Candy Crush player, send some lives!
  • If you have some extra time, get out and do something while you're in Syracuse. The locals there say they have vineyards that will give Napa a run for their money.

We can't wait to see you and are excited for the event we have created. Kyle, Marci, Laney, Molly, Victoria, Dave and I are working overtime to make this retreat worth your travel and your time; we're committed to that. 100%. And we wouldn't have it any other way. There is nothing more powerful that you can do for yourself and your team than to make the commitment to get on a plane, get away from the office, leave it all behind and be in the room together – FOCUSED – doing strategic planning to take it all to the next level. We believe in that. We believe in you! We’ll see you soon. And, if you haven’t registered yet, then do it today. What are you waiting for? There’s still plenty of time.

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Your Legal Hour

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Join us for our weekly webinar and explore the key issues, step by step, in creating the optimal plans for your clients. Today we’ll be talking about lifetime planning (for all plans). You must know what rights and powers the grantor intends to retain during his/her lifetime, including:

  1. Income
  2. Principal
  3. Powers of Appointment
  4. Disability panel
  5. Disability instructions – who will retain these powers

Registration Link to register for the entire series:

Registration Web Link: https://www3.gotomeeting.com/register/143535054

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The Five Dysfunctions Of A Team – #4 Avoidance of Accountability

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“The secret of discipline is motivation. When a man is sufficiently motivated, discipline will take care of itself.” ~Sir Alexander Paterson

We’ve been blogging about how “The Five Dysfunctions of a Team” by Patrick Lencioni has become the world’s definitive source of practical information about building teams. The fourth dysfunction he discusses is the Avoidance of Accountability, specifically peer to peer accountability. This issue arises from the desire to NOT let down your peers, which is VERY strong in the workplace.

In the model from the book, the avoidance of accountability is a byproduct of the underlying dysfunctions of the team. Without stable commitments, even after healthy conflicts are addressed, we tend to not hold people accountable. We have a hard time holding people accountable when we know they were never really committed. Or, quite possibly, maybe we are the ones lacking commitment.

In the context of teamwork, accountability refers specifically to the willingness of team members to call their peers on performance or behaviors that might come off as hurtful.

A team that avoids accountability:

  1. Creates resentment among team members who have different standards of performance
  2. Encourages mediocrity
  3. Misses deadlines and key deliverables
  4. Places an undue burden on the team leader as the sole source of discipline

A team that holds one another accountable:

  1. Ensures that poor performers feel pressure to improve
  2. Identifies potential problems quickly by questioning one another’s approach without hesitation
  3. Establishes respect among team members who are held to the same high standards
  4. Avoids excessive bureaucracy around performance management and corrective action

Suggestions for overcoming avoidance of accountability:

  1. Team rewards
  2. Explicitly communicate goals and standards of behavior
  3. Regular discussion of performance versus goals and standards

“The ultimate dysfunction of a team is the tendency of members to care about something other than the collective goals of the group.” ~Patrick Lencioni

Holding each other accountable doesn’t have to be aggressive, but it does have to be honest and frequent. The make or break of this depends solely on your team leaders’ willingness to hold all members of the firm to their goals and dreams, often in spite of themselves. Without committing to a clear plan of action, even the most focused and driven people often hesitate to call their peers on actions and behaviors that seem counterproductive to the team – and that’s the birthplace for resentment and frustration.

Team leaders must give every team member (yes, attorneys too) a clear understanding of what is expected of them, what the team standards are, what needs to get done, by whom and when. This should be communicated weekly at your team meetings, and summed up and distributed in writing. Once this environment has been created, it is ultimately up to the team leader to consistently remind everyone of the group goals. Imagine a team that holds one another accountable and people not only expect that but depend on it, weekly. Such a team is on its way to escaping a world of dysfunction and mediocrity.

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.

Attend The Retreat Together

Law firms that retreat together succeed together. I am Victoria Collier and I have NOT always had a cohesive team. It takes desire, effort, and participation from everyone on the bus. Anyone left at the bus station will feel as if they missed something – and they will.

You know the saying, “what happens in Syracuse stays in Syracuse.” It is fortunate and unfortunate that the camaraderie built in Syracuse DOES come home with the firms, but is lacking in those who did not attend. This year we have special breakout sessions for non-lawyer team members. It is a chance for them to meet others from other firms just like them. Lawyers have colleagues with whom they can network and learn.

Our staff need the same and they get that at the retreat. My entire team will be there, to include our newest employee who just started two weeks ago. We’d love to meet your team too.

Register for our 2013 Member Practice Enhancement Retreat. Join us in Syracuse, with your team, and make a difference! What will you be doing in October more important than this? What will you be doing to make 2014 the best year ever? Making it to this retreat will make a difference.

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.”

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Three Reasons To Bring Your Team

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I am excited about the upcoming Enhancement Retreat. Not only will it allow me to get out of my pajamas and put on “big-girl clothes” (those who work from home offices will understand the importance of that!) but this year we are doing some things that are new and exciting! I was asked to share what I’m most looking forward to about the retreat, and I honestly could not settle on only one thing. So, I’m going to cheat and say what I’m most looking forward to is the entire Day 2 of the program!

This year, we are allowing team members to have a session of their own away from the attorneys. So, while the lawyers are reviewing in-depth legal technical information (which is usually incredibly interesting to them and puts the team into a coma-like state) we will be “doing our thing” as team members in a different room.

The more I work with attorneys, the more I realize their mindset is drastically different from that of the support team. The overall goal and commitment is the same, but even after 15 years in this industry, the vast difference in perspective still surprises me at times. Having a separate session for team members is going to allow us to explore their mindset and support their needs directly.

We’ll be covering a lot on this day, but the three things I’m most excited about, and that I think will make the biggest difference for team members, are:

  1. What is YOUR story and how is this conveyed by the role you fill? So often a firm’s marketing and message revolve around the attorneys and why they do what they do. Today, we will take a look at why team members do what they do, and how that makes a difference for the clients you serve. I know that sounds mushy, and some of you are surely thinking, “I don’t need to know why – I just do my job and I do it well!” But it is important. We spend too much time at work to not connect the dots on what it’s all really for. For example, I’ve stayed in the estate planning industry, in some way or another, for over 15 years. (Ouch! It hurts to count those years up, but considering my 20 year high school reunion just passed, the numbers don’t lie!) By mid-morning every team member will connect with why they do what they do, and what all the effort is for. Sometimes you need to know that to deal with getting through the tough and stressful times.
  2. I also cannot wait for the afternoon of team day. We have some incredibly smart and innovative team members across the country in the LWP community. We are going to break into groups based on your role in your firm and lead conversations about how you succeed there. Funding coordinators will talk with other funding coordinators; drafting coordinators will share with other drafting coordinators; client service coordinators will connect with other client service coordinators, and so on. Putting all that brain power and experience together will result is some powerful learning.
  3. One of the things about team day that will make a huge difference in the day-to-day life of support team members is the level of detail we will go through regarding the LWP process. Whereas attorneys need to understand it and know how to conduct the workshops and meetings, team members need an entirely different level of detail to be able to confidently do their jobs without chasing their tail all day. What do you print for meetings? What is the follow-up? Where do you find the items you need? What goes in the file? We will even be providing sample client “cheat sheets” so you can see what goes where.

We will cover all these details so you can go back to your firm and reduce the stress and confusion you can sometimes experience when you are implementing a system.

I love that in this retreat, attorneys and their team members will start off together, break apart for a day to receive training for their respective needs, then end together again with a powerful planning day. Members will connect, train and then put it all together in an action plan for 2014 so they can hit the ground running. I’m excited and I hope to see you there.

Are you registered for our 2013 Member Enhancement Retreat? If not, there is still time to invest in your firm, in your team and in your upcoming year. The hotel is sold out but we have made accommodations with another hotel and shuttle services. Click here. Register today.

Laney Lyons-Richardson, Implementation Coach for 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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Congratulations Sam Butcher – LWP Member Of The Month

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

We were able to increase our revenues with the support of LWP and by following the LWP systems and processes.  Our success enabled us to add an additional team member.  This addition of another team member is helping us to more fully implement the Referral Management System (RMS), expand our marketing efforts, and keep our promises to our clients.

What is your favorite LWP tool?

Tough question.  My number one favorite is the Asset Protection Analysis Interview that results in the creation of four (4) extremely helpful asset risk/protection documents.  A very close second is the Estate Plan Audit that facilitates a very thoughtful discussion with prospective clients that helps them realize that there are solutions to their estate planning concerns, lets them know that we are very thorough, and instills confidence in our firm.

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

We know that if we anchor to the systems and processes we will continue to succeed.  We don’t have to survey the entire landscape and try things to see what works.  We have the benefit of the decades of estate planning experience of the LWP team, particularly including the implementation coaches who have been so very supportive and helped us beyond measure.  Finally, we have the LWP Listserv as well as the weekly Live List Serve, and the LWP members we have come to know at the Graduate Enhancement Retreats that we can confer with to be sure that we are doing the best for our clients.

Why Does Your Law Firm Exist?

How do great leaders and organizations – from Martin Luther King, Jr. to Apple Computer – command loyalty? Marketing consultant Simon Sinek introduces his concept of "The Golden Circle," which identifies what makes the most inspiring people and organizations so successful and influential.

Watch this short 3 minute video and learn how to communicate your purpose, cause or belief. Leaders of great companies start with the question “Why?”

Putting pen to paper…making the Lawyers With Purpose process your own. Your firms own. Your story. Your why. Your golden circle. These are just some of the takeaways the 2013 Lawyers With Purpose Annual Member Practice Enhancement Retreat will provide.

Are you registered yet? If not, you will want to register TODAY. The event hotel is SOLD OUT out but don't worry, we have secured the special room rate at a hotel around the corner. They will honor the special room rate & offer complimentary shuttle service to/from the event hotel and airport.

We have it all arranged for you so there is no reason to miss the opportunity to be a the room to focus on your firms purpose, why you get out of bed every day, and what your story is. When else will you honestly "make" time for this to happen to create marketplace loyalty?