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The Step-by-Step Game Plan to Grow a Profitable and Enjoyable Estate Planning Law Practice

Posted on: May 14, 2019

The first quarter of this year is over … is your estate planning practice on-track to meet your revenue and profit goals? It’s not too late ... but it is time to stop procrastinating and get down to the serious work of marketing your estate planning or elder law practice now. If you’re not yet […]

From Struggling to $40k in One Week ... In Less Than Six Months?

Posted on: May 2, 2019

This is a true story about our client "Susan." She is a solo practitioner in estate planning and elder law. She loves helping her clients solve some of life’s biggest challenges. But here’s the thing … After nearly ten years on her own she was still struggling to show a profit from her law firm. […]

Estate Planning Attorney Tells His Story: The Fall-Out of Referral-Based Marketing

Posted on: March 29, 2019

I had coffee this morning with an estate attorney whose practice is stuck because of the fall-out of referral-based marketing. Brilliant lawyer, excellent business man … But the conventional wisdom about how to grow an estate planning law firm has failed him. You know the drill. All the “experts” say you grow an estate planning […]

Dear Estate Planning Attorney, Get Your Website Act Together!

Posted on: March 21, 2019

If this isn't your worst nightmare, it should be. Here is an actual email from a law firm. But read the whole article before hitching up your judgey-pants. Could this happen to you? (Names removed for obvious reasons) A prospective client went on our website and completed a”Personal Information Form” (which is a 4 page […]

Managing an Estate Planning Law Firm: It's Lonely at the Top

Posted on: March 11, 2019

Managing your estate planning law firm can be a lonely job. Few people really know the weight of the responsibilities you carry every day. Have you ever sat down at your desk and felt a little panic? Wondering where your next clients will come from … and when they will get here … Worried about […]

Law Firm Coaching: More Than a Formula

Posted on: February 21, 2019

I learned to drive when I was 16 ... my daily driver in high school was a stick shift four-wheel-drive International Scout. When I graduated, my dad gifted me with a souped-up home-grown rocket in Candy Apple Red with metallic flake, scoop on the hood, chrome on the wheels and four on the floor. All […]

Estate Planning and Elder Lawyers Need a New Sales Process

Posted on: February 15, 2019

I’m going to be brutally honest for a second. Right now there are thousands of estate planning and elder law attorneys who want to make 2019 the year they grow their practice to six or seven figures. They want to engage their ideal clients at profitable fees that reflect the value of the work they […]

Don't Fall for the Big Lie

Posted on: February 7, 2019

Holy cow. Every time I open my email inbox or Facebook feed, there’s a law firm coach talking about another trick, hack or “secret formula” to grow the estate planning or elder law firm of your dreams. Coaches who say that if you just track certain (secret) key performance indicators (KPIs), you’ll experience amazing growth […]

How to Market an Estate Planning Law Firm ... And Take Back Your Control

Posted on: February 3, 2019

Have you ever walked away from a lunch meeting with a financial advisor wishing there were some other way … any other way … to market your estate planning practice? Don’t get me wrong. Referrals are great, especially when they flow naturally from great relationships with clients and allied professionals. But going out there every […]

Estate Planning & Elder Law Firm Financials Made Easy

Posted on: January 26, 2019

Have you ever been told that if you want to earn six or seven figures from your law firm that you need to dive into your financials, run the critical metrics, tie those into your KPIs (key performance indicators) … and do that every week? Let me save you some hard work and aggravation. About […]

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Disclaimer: Growing a small law firm to six or seven figures (or more) is not easy. The journey is both challenging and exhilarating. At every step you may be tempted to quit. Those who succeed are committed, coach-able and resourceful. If that’s you, let’s talk.

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