Testimonials 2018-02-14T18:46:27+00:00

See what our enrollees are saying!

One thing that this session will teach you is how to create a really unique, positive client experience when they’re going through your estate planning process.  I’ve learned an awful lot that I can take back home and immediately implement.  Unlike a lot of different programs that I’ve been to in the past where we feel good while we’re there, but there really aren’t any deliverables that we can take back to our practice and implement on Monday morning, here the great thing about it is that Craig and his team have put everything together and are going to send it to us on Monday so that we can immediately create the material and implement it on Tuesday.

So I’m learning a lot about the experience economy and how we as estate planners have to change.  It really is all about a unique client experience, and we want to develop value for our clients that they will pay for but that they will really appreciate and we’re going to do that in a number of different ways.

Most importantly though, we’re going to create a unique client relationship with the value that we’re going to bring to them.  That experience will tie them to us for the rest of their lives.  What I really like about The Freedom Practice though is, as somebody who is a little bit older; this doesn’t tie the client to me personally or individually.  What it does is that it marries the client to our firm.

So what we’re really doing is developing a marketing process that attaches the client to our law firm and they’ll be with our firm for the rest of their lives.  For me, as a Senior Partner of our firm, that tells me that my younger associates can be successful over the long haul and that this program will be available to them to enable them to continue to be successful long after I retire.

So I highly recommend The Freedom Practice for any of you who want to really go to the next level in your estate planning practice.

Ted G., Dayton, OH

This is very unusual for me, because I generally don’t write about personal experiences, especially to other attorneys. However, I can’t help but share something that may transform your law practice, as it is doing mine. (I know . . . that sounds terribly “marketeering,” but hang with me a moment.)

While at WealthCounsel’s 2017 Symposium in Hollywood, CA, I attended a session entitled, Overcoming the Commoditization Trap. It was presented by Craig Hersch, a Florida Bar Board Certified Wills, Trusts & Estates Attorney, and CPA. Craig is also a contributing expert on practice development for Trusts & Estates Magazine.

Craig’s one-hour presentation totally shifted my law practice paradigm from not merely striving to deliver exceptional documents and legal services, but also creating exceptional client experiences.

What first resonated with me was that everything Craig said made perfect sense. What next impressed me was his willingness to share the systems which he had developed over the past thirteen or so years that are working so successfully in his own daily practice.

Acting upon his invitation, I have recently returned from two intense days of workshop exposure in Florida to Craig’s systems. I cannot say enough good things about what I learned and intend to implement in my own practice.

All I ask is that you take some time to peruse his 60-page, easy-to-read book entitled, The Estate Planner’s Guide to Practice Development. You may very well find it to be the most valuable, free thing you have received in a long, long time.

Joe M., Raleigh, NC