Handling Objections in the Estate Planning Consult

Posted on: October 22, 2020• By: Jennifer Goddard

Q: Aside from basic follow up, what do you have for automations for a client who did a consultation but is unsure about signing? I already have a monthly newsletter. Thank you! This question came up recently in an estate planning forum. If you've been practicing in estate planning for a couple of minutes or […]

Are You Forcing People to Do DIY Estate Planning?

Posted on: October 16, 2020• By: Jennifer Goddard

Rosa left the hospital last Sunday afternoon ... leaving behind her best friend and husband of 53 years. It was a lonely drive home ... and it was hard to face that empty house. Her husband, Frank, had been in the hospital for almost a week and though he would be coming home soon ... […]

Ready to Scale Your Estate Planning Law Firm? Start Here

Posted on: October 9, 2020• By: Jennifer Goddard

How to scale your estate planning or elder law firm ... almost every attorney we talk to is anxious to grow and scale their firm. Most will never get there. Why not? Because most lawyers do not have control of their revenue ... There is a big difference between growing revenue and taking control of […]

Marketing Your Estate Planning Law Firm: Ramp Up NOW

Posted on: October 2, 2020• By: Jennifer Goddard

Think it's too late in the year to ramp up marketing your estate planning law firm? Think again ... Here's a story you may remember from the 2020 Super Bowl (and you know I love my KC Chiefs!) Top of the fourth quarter. The Kansas City Chiefs are down 20-10 behind the San Francisco 49ers. […]

Help Your Estate Planning Clients Make Decisions about Digital Assets

Posted on: July 31, 2020• By: Jennifer Goddard

As an estate planning attorney, you want your clients to know you’ve got their back. You want them to feel confident you’re giving them every piece of information that could possibly help them plan for an uncertain future. You don’t hold out on your clients, and neither do we. We stay up-to-date on current trends […]

How to Succeed in Estate Planning ... Even Now

Posted on: July 22, 2020• By: Jennifer Goddard

How to succeed in estate planning? Even now ... during a global pandemic? To succeed in estate planning now, you have to change. Every change begins with challenge. It's usually a challenge that gets an attorney looking for us ... an income challenge ... a challenge with lead flow ... or simple overwhelm. Sometimes these […]

Rescuing Your Estate Planning Business from Mediocrity and Struggle

Posted on: July 17, 2020• By: Jennifer Goddard

Be honest: deep down, in the recesses of your mind, do you secretly wish that someone or something would come along and “rescue” your estate planning business? Most people won’t admit to this, because it takes guts to realize things aren’t as good as they could be. Plus, we’ve all been conditioned to be ashamed […]

Why Premium Fees are the Key to Grow Your Estate Planning Law Firm

Posted on: July 10, 2020• By: Jennifer Goddard

Want to know how to grow your estate planning law firm? Charge premium fees. Here's why. Getting consistent, high-quality clients as an estate planning lawyer might seem daunting. And it may seem counter-intuitive that charging premium fees is the key. But what if I told you exactly where your ideal clients are spending their time […]

How to Get More Estate Planning Clients?

Posted on: July 1, 2020• By: Jennifer Goddard

"How do I get more estate planning clients?" is the first question most people ask us. We answer with another question, What made you get into estate planning?” Sadly, by the time they find us, some estate and elder law attorneys are so exhausted from the endless struggle to maintain a steady stream of business, […]

How to Get More Estate Planning Clients and Get Off the Revenue Roller Coaster

Posted on: June 29, 2020• By: Jennifer Goddard

Most of what you've learned about how to get new estate planning clients is wrong ... so wrong that you may be riding the Revenue Roller Coaster ... and thinking "this is just the way it is." Before our clients found us, many of them were white-knuckling it through that same ride. It was feast […]

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