What is the greatest success you’ve had since joining LWP?
Confidence. LWP has forced me to work outside my comfort zone. Proactively contacting financial advisors and professionals that serve the elderly was never a part of my business model when I started my own practice. How foreign! Why would they want to meet with me? Also, before joining LWP, making a two hour presentation on a topic before a group of people would just not have happened. LWP has given me the confidence and tools to present a very complicated topic to potential clients and referral sources in a relaxed and enjoyable, yet professional, manner that fosters, most of the time, a very interactive environment that is rewarding for the participants and also for me.
What is your favorite LWP tool?
Hands down it would be the Med Qual Worksheet. It is pivotal. It not only organizes my internal thinking and analysis and helps me focus on what is the most viable option for the client but is also the foundation for the value prop discussion and the means of showing your value to a potential client. Without the Med Qual Worksheet, there is no value prop.
How has being part of LWP impacted your team and your practice?
How has it not impacted my practice? My practice has a comprehensive system that addresses client meetings, the legal-technical, the drafting, and delivery of services for which I was hired. This translates into satisfied clients that you actually can see or read on their faces at the signing meeting. Satisfied clients add to the bottom line and viability of the practice (which is putting me in a position to hire a team). Before LWP, the practice was me and dependent on the tools, research, etc., that I may or may not have chosen for a particular matter. It is now a distinct entity with its own operational methods, systems, etc., that is influenced marginally by my own personality and preferred methods of practice.
Add a Comment