Category Archives: Podcast

Attorney Misconceptions of Advertising

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 you advertise? In this episode, find out what Practice Development Experts Craig Hersch and Patrick Carlson think about advertising to […]

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 for your services and aren’t just tire kickers or attorney shopping? Using renowned marketing expert Joe Polish’s concept of having a client or customer who is pre-disposed, pre-interested, pre-motivated, and pre-qualified, Craig and Patrick discuss […]

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 themselves in an increasingly competitive marketplace. Practice Development Experts Craig R. Hersch and Patrick Carlson provide valuable insight into these issues, and the mindsets necessary to overcome them.