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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.

RECENT EPISODES

Multi-Media for Leveraging Time

Do you ever have clients asking the same questions over and over again? Do they want their information directly from [...]

Sales Funnels in Marketing Estate Planning

What is a sales funnel and why is that important to estate planning? Find out what process you should develop [...]

What Makes an A+ Client?

Finding your perfect client can be challenging.  Push-back and resistance almost seem like part of the job when you're accepting [...]

Finding Right Fit Team Members

Even small and solo practitioners need some help. Practicing with a qualified team of professionals that fully support you and [...]

Attorney Misconceptions of Advertising

What are the biggest misconceptions about advertising among estate planning attorneys? Does it work? Is it a waste of time [...]

Pre-Disposed, Pre-Interested, Pre-Motivated, Pre-Qualified

Filtering your clients is no easy task.  How do you get clients in the door that you know are ready [...]

The Biggest Challenges for Small Firms

Today’s small and solo estate planning practices face the challenges of commoditization, automated online document preparation, and how to distinguish [...]

ABOUT THE SPEAKERS

CRAIG
HERSCH

Craig R. Hersch is the creator of The Freedom Practice, The Family Estate & Legacy Programestate planning practice system and The Estate Settlement Programprobate 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

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.