INSIGHTFUL CONVERSATIONS & INSIDER TIPS TO GAME CHANGE YOUR PRACTICE
A series of innovative and intuitive conversations on the topics that affect how to exponentially grow and transform your estate planning practice in today’s ever-changing legal marketplace.
Filtering your clients is no easy task. How do you get clients in the door that you know are ready [...]
ABOUT THE SPEAKERS
Craig R. Hersch is the creator of The Freedom Practice™, The Family Estate & Legacy Program™ estate planning practice system and The Estate Settlement Program™ probate and trust administration practice system. He developed these practice systems in response to the quickly changing and challenging legal marketplace. He authored four books, Common Cents Estate Planning, Legal Matters When a Loved One Dies, The Florida Residency & Estate Planning Guide, and Selecting Your Trustee. These books are all used in his practice systems.
Craig is a Florida Bar Board Certified Wills, Trusts & Estates Attorney, practicing since 1989. He is also licensed as a Florida CPA, and is a founding shareholder and director of a private state-chartered trust company. His varied background in law, accounting, tax and finance along with his participation in Dan Sullivan’s Strategic Coach program since 2005 provides him unique insights and capabilities necessary to multiply his firm’s practice and those firms that license his estate planning and administration programs.
Patrick Carlson, JD, LLM, has had a passion for legal marketing and law practice management since running his own start-up law firm. In his law firm, he helped clients achieve their wealth preservation and legacy goals through proper estate planning. His firm also handled probate and trust administration involving operating businesses and real estate investments.
In addition to his Estate Planning Attorney hat, he was juggling many roles, from HR/IT/Finance to marketing. While he was figuring out how everything fits together to create a working law business, he discovered that he enjoyed legal marketing and practice management as much as he enjoyed working on estate planning. This passion for legal marketing and practice management led him to WealthCounsel, where he joined as a Law Business Mentor in September 2014. He is now the Manager of Practice Development, WealthCounsel’s legal marketing and practice management program. His mission is to empower WealthCounsel members to create their ideal law business.