What’s Wrong with an Estate Planning Firm Being Transactional? Are you like me, and marvel at all the elements that must come together to produce a great Broadway musical like Hamilton? A script must be written, music scored, choreography staged, sets designed, lighting directed, actors hired, media promoted – the list is endless to attract […]
Why Did You Undercharge that Client? I ask my estate planning attorney colleagues a simple question that resonates – “Why did you undercharge that client?” I’ve done it before. I knew the time, effort, and expertise that an engagement entails, yet I quoted a fixed fee below the true value of the work. When I […]
Employing Millennials – Leadership & Time Despite raising three daughters – two of whom are Millennials and one a Gen Z, I remain perplexed about how to lead team members from these age groups in my law firm. Much has been written about Millennial attitudes and expectations, but in my experience, people are still individuals, […]
Transformations & Liminal Space European anthropologists Arnold van Gennep (1873-1957) and Victor Turner (1920-1983) studied rites of passage – the transition from one life phase to another. Those you are familiar with include commencements, Bar Mitzvahs, graduations, and weddings. Estate planners can benefit from van Gennep and Turner’s work, as we often interact with individuals […]
Transformations & Liminal Space European anthropologists Arnold van Gennep (1873-1957) and Victor Turner (1920-1983) studied rites of passage – the transition from one life phase to another. Those you are familiar with include commencements, Bar Mitzvahs, graduations, and weddings. Estate planners can benefit from van Gennep and Turner’s work, as we often interact with individuals […]
Boutique Estate Planning Firms Have an Advantage When I was a young boy, my parents owned boutique retail clothing stores. Personal service was our hallmark. In the 1970s, competition from large department stores ran us out of business. The national chains could buy inventory in bulk, offering lower prices. Those same department stores now face […]
Boutique Estate Planning Firms Have an Advantage When I was a young boy, my parents owned boutique retail clothing stores. Personal service was our hallmark. In the 1970s, competition from large department stores ran us out of business. The national chains could buy inventory in bulk, offering lower prices. Those same department stores now face […]
Having meaningful conversations about clients’ estate plans may sound like a no-brainer, but many attorneys still struggle to create value with initial consultations. In this episode of the Freedom Practice Podcast, Craig R. Hersch discusses some questions to ask, and how to build a relationship with clients through engaging and thoughtful conversation.
Having meaningful conversations about clients’ estate plans may sound like a no-brainer, but many attorneys still struggle to create value with initial consultations. In this episode of the Freedom Practice Podcast, Craig R. Hersch discusses some questions to ask, and how to build a relationship with clients through engaging and thoughtful conversation.
Creating content is crucial for the success of online marketing in any industry. If a business does not consistently post new content and update their website with new information, it can lead to potential clients looking elsewhere. Additionally, if the content is low quality or not related to what potential clients are looking for, that […]
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