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.
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