The Freedom Practice Podcast

Automating Your Practice on the Cheap Gina, who’s been my logistics support team member for many years, has a daunting job. Not only does she keep the calendars straight for four attorneys, but she also schedules conference rooms, calls clients to remind them of their next-day appointments, prepares new files, inputs new matters into our [...]

Answering The Big Q: How Much Do You Charge? How does your firm answer a common question posed at the first call to your firm, “how much do you charge?” Of course, the answer depends upon several factors, including the time, expertise, and complexity necessary to satisfy a client’s estate planning goals. But saying so doesn’t often satisfy the inquiry. Instinctively you, or your staff who first interacts with the prospect, might mention your lowest fee, “Our revocable trust plans start at thirty-five hundred dollars...” so [...]

Is Your Practice a 24/7 Job or the Career You Imagined? When I graduated from law school, I imagined an almost utopic vision of what my law practice and life would look like. An endless supply of happy clients. Eager, helpful staff. Free time to enjoy my family and hobbies. Great money. When reading this, [...]

Taking Care of Yourself in Stressful Times If you owned a million-dollar racehorse, you’d feed it the best diet, give it plenty of exercise, training, and ensure it had enough sleep. You’d take all necessary steps to protect a major income-generating investment. Aren’t YOU that million-dollar racehorse? I understand that your estate planning practice is going gangbusters due to proposed tax legislation and clients’ mortality concerns. You might be working sixty-hour [...]

The Best “Salesman” in Your Law Firm Intuitively has a Process How do you replicate it to multiply your results? Do you have a client engagement process, or does it flow however the meeting transpires? You might be excellent at engaging a client, but are your law partners and associates as successful? Is there a script your [...]