Do you find yourself worrying too much about what competitors are doing to bring in clients? Does it feel like you have to take every client that comes in the door to keep up? These are signs of a Scarcity Mindset, and in this podcast episode, we discuss ways to overcome that mindset and see […]
Our last podcast covered weeding out “D and F” clients. To do this your team will need a strategic client intake process. In this episode of the Freedom Practice Podcast, Craig R. Hersch discusses some of our processes, and steps your team can take to make sure you’re getting the clients you want, and provide […]
Many estate planning attorneys have dealt with frustrating clients. Some clients can just be more difficult to work with than others, for multitudes of different reasons. In this podcast, we discuss how to detect and avoid those “D” and “F” clients, and the steps your practice can take to make sure you sign people that […]
It’s always frustrating to hire someone that doesn’t turn out to be the right fit. What are some steps you can take to make sure you’re hiring the right team members? Craig R. Hersch discusses the Freedom Practice’s methods and how the Kolbe system can help employers to hone in on the potential recruits that […]
