Congratulations Jim Miskell – LWP Member of The Month

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

Increased confidence. Basic estate planning has long been a part of my practice and I have wanted to make it my primary practice for several years. I took simple wills, powers of attorney, health care directives and trusts, but often turned away more sophisticated work because I felt I did not have the time to learn how to handle those cases with competence. Now, I know there is nothing that I can’t handle, especially with the LWP listserve at my back. Additionally, LWP has given me the confidence and tools to direct my marketing toward the kind of practice I wanted, but did not know how to execute.

What is your favorite LWP tool?

The Estate Plan Audit combined with the Vision Clarifier, because it focuses the client’s attention on their needs and wants–and then presents options. Typical estate planning results in the attorney collecting some information and then presenting the plan to the clients. In contrast, the vision meeting really does enroll the client rather than sell to the client.

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

LWP has given us a way to quantify what we do and has improved our communication with one another. We are now conscious of, and intentional about, the way we spend our time and how that impacts our practice’s efficiency. We now work together to stay on task.