One of the greatest challenges (dare I say, frustrations) of being an estate or elder law attorney is dealing with the nature of a “transactional practice.”
It can be a constant effort and struggle just to find new clients. Then, once current business is completed and files are closed, the attorney has to start the next month over at ZERO again… hunting fresh prospects from scratch. Yuck!
It’s no wonder why the idea of creating “residual” or “multiple” streams of income is all the rage in estate planning and elder law circles. We all want the gut-wrenching financial rollercoaster to stop!
Yet very few lawyers ever take the plunge into this territory, despite the many benefits (…financial, mental, emotional AND practical). Why is that?
Here’s what I think: there are just way too many webinars and seminars out there that teach WHY the additional of financial services is so wonderful, but no one ever stops to show you HOW to step out and make magic happen.
That stops today.
At our upcoming Tri-Annual Practice Enhancement Retreat happening June 1-5 in St. Louis, MO, we have an entire session devoted to helping you incorporate insurance services into your practice.
You will have the opportunity to learn from, strategize with and bounce ideas off of attorneys who are already successfully doing what you want to do!
Whether it’s tips for dealing with ethics issues, suggestions for getting started (even if you have ZERO experience with financial services), or uncovering practical strategies for running a more holistic estate or elder law practice that serves every need of the client, we are here to guide you toward success.
Reserve your space now to ensure you are registered for this in-depth session, and the rest of the trainings at our Tri-Annual Practice Enhancement Retreat.
We are already 92% full and now making preparations for overflow seating! Reserve space now for you and your team before we are completely full.
Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004. Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation, Author of 47 Secret Veterans Benefits for Seniors, Author of Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit, Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, Co-Founder of Lawyers for Wartime Veterans, Co-Founder of Veterans Advocate Group of America.
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