Congratulations To Michael Cohen, LWP Member Of The Month

What is the greatest success you’ve had since joining LWP? 

I have been able shift my practice from being primarily “crisis” planning to planning that is more encompassing with more options than I what I previously was aware. We now tell potential clients that we are “Baskin-Robbins” – you just tell us what flavor you like, and we will design your plan to meet your flavor.  I also see LWP as a way to approach the practice more like a business (i.e. with focusers, steadier cash flow, etc.).

What is your favorite LWP tool?

Although I mentioned the focusers in my answer above, my favorite tool (if you can call it a” tool” ) is having monthly workshops.  As LWP members know, the  “stories” in the workshop simplify the complex area of planning and allow us to help so many more people (and I can leverage my time even if an attendee doesn’t become a client) in addition to an increase in bottom line. In addition, the workshop design allows us to have fun (with my personal stamp or story) with prospective clients while showing them our knowledge and their need to take care of the ones they love.

How has being part of LWP impacted your team and your practice? 

First, LWP has increased communications in our office. Second, although we are small, our “team” has grown as a result of LWP. Third, the focus of our practice has changed as indicated in my answer to no. 1 above. Fourth, I have expanded my horizon in legal-technical knowledge. Finally, I see a roadmap for a journey that  (although I am not sure where it will end or what weather lies before me) I expect to have a rainbow at the end.  A special thanks to Molly for keeping us on the right path.