What is the greatest success you’ve had since joining LWP?
The two greatest successes I have had to date are 1) witnessing the dropping of the shoulders as my clients experience the peace of mind that knowing that I have educated them about and assisted in solving their estate planning dilemma, and 2) having a couple who are financial advisors tell me that the reason they have retained me is that they get the feeling that I really care about what I am doing. LWP has given me the tools to create a practice that is extremely gratifying.
What is your favorite LWP tool?The legal/technical support of Aaron Miller and the coaching of my implementation coach Roz Drotar. As I have told them there is no way I could do this without them.
How has being part of LWP impacted your team and your practice?
The systematic approach and the support of LWP has enable myself and my team to create a successful estate planning practice in a very short period of time. The tools of LWP and my team, headed by my awesome right hand Deatra Austin have created a thriving Estate Planning Practice with Purpose in no time flat.
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