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Episode 1: Overview

Florida Bar Board Certified Wills, Trusts & Estates Attorney and CPA Craig R. Hersch gives an overview on our new Freedom Practice Podcast series we are starting. The podcast will cover many different topics that we hope will help enhance the quality of service of several Trusts & Estate Planning practices across the United States.

Value Creation Monopoly
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Episode 2: What Do You Sell?

How can you make a “Value Creation Monopoly” and a uniquely valuable experience for your clients? In this week’s Freedom Practice Podcast, Craig R. Hersh answers the question, “what do we sell?” in regards to building Trusts and Estate Plans for clients, and how this idea covers far more than just signed documents.

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Episode 3: Front Stage Back Stage

With the economy becoming more commercialized, and information more readily available for potential clients, what can law practices do to stand out and draw new clients in? In this week’s Freedom Practice Podcast, Craig R. Hersch covers how a practice’s Front Stage and Back Stage are equally important in providing the client with a top tier experience, that keeps them coming back.

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Episode 4: Why the Freedom Practice?

In this week’s Freedom Practice Podcast, we discuss what makes us different from other coaching groups, what type of estate planning firms should join our team of professionals, why you should join us, and what you will get out of being part of the Freedom Practice.

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Episode 5: Taking Your Practice to the Next Level

Do you find yourself yearning for more free time, or to focus more time at work spent on tasks you enjoy? In this week’s podcast, Craig R. Hersch discusses some steps you can take, to get your practice to the next level, in regards to time management, hiring decisions, work productivity, project delegation and potentially higher revenues.

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Episode 6: Can You Afford an Associate Attorney or add a Paralegal to Your Team?

Hiring a new attorney or paralegal may seem like a major expenditure for your firm, but the benefits of adding the right person to your team can help take your practice to the next level. Craig R. Hersch discusses some of the costs, benefits, and potential of changing your mindset from that of a rugged individualist, to a team leading delegator.
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Episode 7: Hiring the Right Team

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 will help bring your practice to the next level.
 
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Episode 8: Weeding Out D and F Clients
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 will value you and your services.
 
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Episode 9: Client Intake Process
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 them a unique and valuable interaction.
 
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Episode 10: Overcoming a Scarcity Mindset
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 your business and clients switch gears to an Abundance Mindset.
 
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Episode 11: Creating Content
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 can turn them away as well. In today’s podcast, Craig R. Hersch discusses the areas of content Estate Planning Firms would do well to create and explore.
 
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Episode 12: How to Have Meaningful Conversations with Clients
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.
 
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