What is the greatest success you’ve had since joining LWP?
It really is the mere fact that I have been able to transition my busy family law/divorce practice to estate planning and elder law. I wouldn't have been able to do it without the systems and tools that LWP provides – as any litigation lawyer knows, you spend most of your days dodging bullets. Having the systems and tools allowed me to put one foot in front of the other while continuing to dodge the bullets, and do it successfully. Although I haven't transitioned absolutely completely, I'd say I'm more than 90% there – and that, to me, is a huge success.
What is your favorite LWP tool?
For me, it is the workshop. I find that using the workshop as part of our process, and not just as a "sometimes-marketing" tool, creates a more receptive client to the type of planning that we do, and the results are higher fees. The potential client that comes in from a workshop (a Vision client) is a vastly different potential client that comes in compared to an initial meeting client. They have already decided they probably like me, at least enough to come spend another hour with me, and they are also acutely aware that what they thought about estate planning is probably not correct, so when we "go there" they aren't skeptical about what I'm saying. This enables me to have a productive conversation with the client instead of having to teach them from the beginning. We also have great feedback from professionals that attend, which creates a buzz in our community – worth its weight in gold.
How has being part of LWP impacted your team and your practice?
I wouldn't have the team or the practice I have today without LWP. This process has literally completely revolutionized the way I practice law. Furthermore, I haven't felt the need to compromise on my fees even though I'm relatively "new" to this practice area, because I know that I am providing a much higher level of service than other attorneys are. People that we have identified as "our" clients willingly pay our fees. My team and I enjoy coming to work and enjoy the challenges presented to us, instead of dreading what each day is going to throw at us.
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