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 “find out more about digital marketing…”

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

In her case, the pain point was money.

She’s not making enough of it.

But she spent an awful lot of time justifying that away … telling me things like …

“I don’t really need THAT much money.”

“I don’t want to over-charge people.”

“My market just won’t pay more.”

“I would really be okay if I could just make a little more.”

“I don’t want to sacrifice my family just to make a little more money.”

In the old-school legal world, she might be called a “whiner.”

I mean, in lots of legal circles, no one ever heard of a lawyer who doesn’t work 60 hours a week … or has compassion for their clients  … 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 … 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 …

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

I love re-kindling dreams! Can’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. Let’s get to work for you, too!

imsrocks.com/apply/

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