Is Money the Pain Point in Your Estate Planning Practice?

Is Money the Pain Point in Your Practice?
Picture of BY: Jennifer Goddard

BY: Jennifer Goddard

Jennifer Goddard is CEO, Vice President and co-founder of IMS. She guided the agency from its start-up as a consulting firm in 1995 to a multimillion-dollar national agency.

Jennifer Goddard ceo of imsI was visiting with an estate planning attorney from Texas today.

She said she called because she wanted to โ€œfind out more about digital marketingโ€ฆโ€

But I know no one ever really schedules a call just to learn more about marketing โ€ฆ somewhere, there is always a pain point behind the call.

In her case, the pain point was money.

Sheโ€™s not making enough of it.

But she spent an awful lot of time justifying that away โ€ฆ telling me things like โ€ฆ

โ€œI donโ€™t really need THAT much money.โ€

โ€œI donโ€™t want to over-charge people.โ€

โ€œMy market just wonโ€™t pay more.โ€

โ€œI would really be okay if I could just make a little more.โ€

โ€œI donโ€™t want to sacrifice my family just to make a little more money.โ€

In the old-school legal world, she might be called a โ€œwhiner.โ€

I mean, in lots of legal circles, no one ever heard of a lawyer who doesnโ€™t work 60 hours a week โ€ฆ or has compassion for their clients  โ€ฆ or wants to spend time with their family!

Thank goodness the old-school legal world is dying!

We work every day with happy clients who love their clients, love going to work, and love their lives. Their families are happy and thriving โ€ฆ AND financially secure! Our clients are growing their firms at-scale, leveraging technology, and happily investing their profits to grow personal and generational wealth.

The woman I spoke with today is making a huge shift in her mindset right now โ€ฆ

Because the truth is she does want to make THAT much money. She wants to take great care of her family โ€ฆ send her kids to great schools โ€ฆ watch them graduate debt-free with a leg-up in life. And she wants to have tremendous impact in her community โ€ฆ serving families to safety from some of lifeโ€™s biggest threats and challenges.

I love re-kindling dreams! Canโ€™t wait to serve this incredible lady to her dream and watch her SOAR!

If your dream needs some kindling, book a call with my team. Letโ€™s get to work for you, too!

imsrocks.com/apply/

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