This week's Tip
Why Did You Undercharge That Client?
Attorneys often feel they undercharge for estate planning services due to clients’ lack of understanding.
To overcome this, it is crucial to explain the detailed process involved.
Drawing from a personal experience with a painter, who justified a high quote by outlining the steps, attorneys can adopt a similar approach.
Date: 06.16.2023
Instructor: Craig R. Hersch
Module Length: 4.2m
When you were right out of law school, you alone drove your success and early growth. At some point, those same strategies that grew your practice made you a slave to it. More hours. More exasperation. Why is that? What will get you to the promised land of more free time and money?
View Below
View Below
Ever watch Pulp Fiction? Notice how the story shifts based on who’s telling it? That’s exactly what I want us to think about in our estate planning practice.
Sometimes, we get so caught up in showcasing our qualifications and knowledge that we forget the most crucial aspect: our clients.
We need to ask ourselves, what are our clients really
searching for?
View Below
Attorneys often feel they undercharge for estate planning services due to clients’ lack of understanding.
To overcome this, it is crucial to explain the detailed process involved. Drawing from a personal experience with a
painter, who justified a high quote by outlining the
steps, attorneys can adopt a similar approach.
COMING SOON 06/30/2023
ATTORNEY MINDSET
Leading an estate planning law practice from its inception requires being comfortable with risk and a “do-it-yourself” spirit, or “rugged individualism.”
That mindset allows you to thrive…in the early years of your practice.
Eventually you reach a ceiling, requiring you to find multipliers, and more importantly, letting go to enlist them.
In our series Attorney Mindset, National Practice Development Expert Craig R. Hersch discusses the mentality required to further develop your
Estate Planning Practice to the next level.
About Craig R. Hersch
National Practice Development Expert
Craig R. Hersch is the go-to National Practice Development Expert for truly entrepreneurial & ambitious estate planning attorneys. He almost single-handedly created the innovative, trademarked processes The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander™ and The Transitional Event Sequence™.
These unique processes, designed to provide clients with comfort and clarity when navigating the complex legal, tax and financial concerns associated with planning and administering an estate, are innovative game-changers that can’t be compared with anything else out there.
ABOUT PRACTICE XCELERATOR
An exclusive, Two-Day live event designed for boutique estate planning firms looking to unlock their practice’s full potential. Takeaways include strategies designed to systemize your office workflow, identify and target A+ clients, and gain freedoms allowing you to work solely within your unique ability while helping your team achieve greater accountability, productivity and efficiency. Your eyes will be opened to the many opportunities found in today’s experience economy. You’ll bring home dozens of strategies you can implement easily and right away that will distinguish your firm in your community.
Previous TIPS
Whose Point of View?
Ever watch Pulp Fiction? Notice how the story shifts based on who’s telling it? That’s exactly what I want us to think about in our estate planning practice.
Sometimes, we get so caught up in showcasing our qualifications and knowledge that we forget the most crucial aspect: our clients. We need to ask ourselves, what are our clients really searching for?
Date: 06.12.2023
Instructor: Craig R. Hersch
Module Length: 4.1m
Date: 06.12.2023
Instructor: Craig R. Hersch
Module Length: 4.1m
What Worked Before Doesn’t Work Now.
When you were right out of law school, you alone drove your success and early growth. At some point, those same strategies that grew your practice made you a slave to it. More hours. More exasperation. Why is that? What will get you to the promised land of more free time and money?
Instructor: Craig R. Hersch
Module Length: 4.5m