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How to Succeed in Estate Planning: A Practical Guide from Attorney Troy Werner

Posted On: December 6, 2023

By: Jennifer Goddard

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Written by: Jennifer Goddard

Jennifer Goddard is CEO and co-founder of IMS. She has been at the helm of the agency since its start-up in 1995. Jennifer specializes in helping estate planning and elder lawyers grow 7-figure firms with digital marketing. Jennifer has a bachelor's degree in journalism from the University of Missouri-Columbia and a master's degree in business administration from Michigan State University.
How to Succeed in Estate Planinng

Have you ever wondered what it takes to transition a general law practice into a specialized, flourishing enterprise in estate planning? In the latest episode of The Marketing Lawcast, we delve into this intriguing journey with our guest, attorney Troy Werner of The Werner Law Firm.

Troy's story is not just about legal expertise; it's a masterclass in business acumen and the transformative power of strategic partnerships. His journey from taking the reins of his father's general practice to establishing a thriving estate planning and probate business is simply remarkable. But how did he achieve this extraordinary growth?

Listen to the full episode now.

Embracing Change and Expert Guidance

Imagine relocating your family and business. Daunting, right? Troy did just that, moving to Texas, and in this bold move, he unlocked new horizons for his practice. But pivotal to this successful transition was the support and expertise provided by Integrity Marketing Solutions. Troy attributes a significant part of his success over the past year to our collaboration, especially highlighting the quality of content and the personalized coaching from our team, particularly his personal coach Amber. His experience underscores the impact of having a dedicated team that understands the nuances of legal marketing.

The Business Side of Law: How to Succeed in Estate Planning

Let's talk business. Troy's focus wasn't solely on legal aspects; he had an eye for the business potential in law. When he started his collaboration with Integrity Marketing Solutions, Troy leveraged strategies that expanded his reach and significantly increased his revenue. For anyone in the legal field, this partnership is a compelling illustration of how blending legal proficiency with expert marketing can support law firm that's also a business powerhouse.

Marketing Magic: The Digital Strategies That Deliver

In an age where digital marketing is king, Troy's emphasis on organic Google search results and the power of Google reviews is a testament to today's marketing dynamics. His approach, bolstered with strategic content and digital marketing expertise from IMS, highlights the undeniable influence of online platforms in expanding a law firm's visibility and reaching potential clients.

The Hybrid Model: Flexibility is Key

The Werner Law Firm's adoption of a hybrid business model, blending in-person and virtual interactions, showcases the evolving needs of today's clients. This adaptability not only broadens client reach but also demonstrates the firm's commitment to meeting clients wherever they are - physically and digitally.

Conclusion: A Testament to Strategic Vision and Partnership

Troy Werner's journey is a vivid illustration of the power of strategic planning, exceptional customer service, and astute digital marketing in carving a successful niche in the legal industry. His insights offer invaluable lessons for any lawyer who wants to grow their practice.

For more great interviews and legal marketing insights, visit The Marketing Lawcast and subscribe to this weekly marketing powerhouse!


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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.