What is the greatest success you’ve had since joining LWP?
The greatest success I have had since joining LWP has to be, without a doubt, establishing relationships through synergy meetings. I have bankers, financial advisors, assisted living facilities, social workers and even Medicaid Office workers referring clients to me. Granted it takes a while to get these referral sources to provide clients (have to establish trust). By no means am I a salesman, but when I explain the PROCESS!!! we use and the follow through we offer, people are very comfortable referring their clients to us.
What is your favorite LWP tool?
This is actually a very tough question to answer because we don’t use anything else but the LWP tools. When I say nothing else, I mean nothing else. No retainer agreements, not an interview questionnaire, not even a separate design template. If I had to pick just one tool that is my favorite it would be the Estate Plan Audit sheet. It makes it so easy for us to use the Vision Clarifier because I can show the client exactly what plans cover what is important to the client.
How has being part of LWP impacted your team and your practice?
LWP provides structure that we otherwise would not have. Its systems are purposeful and deliberate. LWP has allowed us to enroll clients, not just retain clients. LWP also provides the tools that allow us to focus our practice, track our clients efficiently, and provide the exact product the client desires not just push the client into a trust of our choosing.
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