Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just […]

What is a sales funnel and why is that important to estate planning? Find out what process you should develop to find prospective clients, educate them prior to their first consultation, and how to engage […]

Finding your perfect client can be challenging.  Push-back and resistance almost seem like part of the job when you’re accepting all business that walks in your door. Craig Hersch and Patrick Carlson discuss their take […]

Even small and solo practitioners need some help. Practicing with a qualified team of professionals that fully support you and your business can be an obstacle for many of today’s estate planning attorneys. They face […]

What are the biggest misconceptions about advertising among estate planning attorneys? Does it work? Is it a waste of time and money? What’s the difference between marketing and sales? How do you distinguish yourself when […]

Filtering your clients is no easy task. How do you get clients in the door that you know are ready for your services and arent just tire kickers or attorney shopping? Using renowned marketing expert