What is the greatest success you've had since joining LWP?
My greatest success has been the compressed time frame of launching from scratch to a viable practice. When I was considering whether I was going to join, I remember Molly Hall telling me the range of what I could expect in revenues within a certain time frame if I followed the system. I have tried to do everything that Nedra, my implementation coach, told me to do – even when I really didn't want to do it and experienced success because of it. Everything is there to start a viable practice, develop into a mature firm and ultimately have the lifestyle you want. Even though I am still building, I have a clear vision of where I am going to be and I know LWP will take me there.
What is your favorite LWP tool?
When I first started, I looked at the tools as separate and distinct from each other. I now look at them as elements of a single system because they all work together in a very tight process. That said, I love the Synergy meeting for client development; the Estate Planning Audit/Vision Clarifier for creating trust through understanding; and the Coaching to keep my practice on the right path. However, the most impactful tool has to be the asset protection analysis opinion letter. I have gotten financial advisors to refer clients based on the demystification of asset protection. Clients generally don't want to engage attorneys because they think they have to explain their situation which will result in expensive legal bills without adequate understanding of what we are doing with their stuff. This tool creates immense value to the client and the financial advisor because it is an immediate, no cost answer that gives them clear guidance and understanding. The first impression of you is that you have already solved a problem – it is the foundation of the value proposition.
How has being part of LWP impacted your team and your practice?
Beyond the systems, processes and resources (including the Live Listserv and Talk with Aaron relating to CCS) which have created a high confidence level and is the foundation of the growth of the firm, I have benefited greatly from other LWP members and their teams. I particularly want to thank Jeff Bellomo, and his team members Tammy, Liana, and Amber. From the time I attended one of Jeff's workshops as part of my evaluation before I joined to the numerous questions to him and his team which are promptly answered, Jeff and his team made me realize that I am part of a supportive organization that is there to help me realize success.
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