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 […]
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 […]
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 […]
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 […]
