What is the greatest success you've had since joining LWP?
I have been practicing in the area of Estate Planning, Elder Law and Asset Protection for over 35 years. The greatest success has been the total revamping of my law practice. This has given my entire team a feeling of confidence in our work product including the analysis and presentation to the client. This new focus on my law practice is invigorating. The legal market place has changed especially with marketing by “commodity providers” and other legal practitioners. Our new positioning in the legal market place has opened up many opportunities for my law practice.
What is your favorite LWP tool?
I have not implemented all of the tools that are provided by LWP. However, the tools we do use have resulted in a positive marketing message and enhanced creditability in my practice. The VA, AP, and Medicaid Intake Process and the resulting opinion letter are great marketing tools to persuade financial advisors as well as the clients themselves. Our use of these analysis forms give the client a unique blueprint plan for success and the steps that need to be done to get there.
How has being part of LWP impacted your team and your practice?
It will take time to implement all of these tools available from LWP. However, it has made our process flow more efficiently especially with marketing and workshops. The stories that we use in the workshops have been very well received and simplify something that may seem complex into everyday terms. The coaching and LisServ are very helpful in explaining the implementation of all of the tools. This has brought our team together with delegation of duties without additional hiring.
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