Congratulations Kevin Pillion & Team – July Member of The Month

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

Using LWP’s software and systems has empowered us to do a better job in our initial consultations.  We have seen a rise in client satisfaction and closed business.  We are believers of the client-centered approach developed by LWP for practicing elder law.

What is your favorite LWP tool?

We are new to LWP and still learning about all of the available tools.  The “LWP Planning Options” and “LWP Funding Roadmap” flowcharts are high on our list because they’re visual tools, enabling us to more easily communicate with our clients about estate planning, asset protection and public benefits planning. 

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

LWP has boosted our confidence and productivity, resulting in greater client satisfaction and higher revenues for our firm.  Like Neo did in the renowned film “The Matrix,” we swallowed the pill and are on our way to freeing ourselves from the traditional practice of law and providing our clients with better-quality service.