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.
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