Are You Forcing People to Do DIY Estate Planning?

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 … Rosa was scared. They may have dodged the bullet this time … but what would she do if she lost Frank?

Alone in the empty house on a Sunday evening, she hopped on Facebook … hoping to connect with friends or family to ease the loneliness … and find some comfort.

DIY estate planning

While scrolling through her news feed, she came across an ad from one of my clients … an estate planning law firm in her area. The ad piqued her interest, she and Frank had been talking about getting their affairs in order … but they never quite got around to it.

She clicked on the ad and saw that the lawyer offered a master class — and she could register and watch it right away.

Rosa watched the class that Sunday evening. She liked the lawyer, she liked what he had to say. At the end of the class, she quickly clicked on the button to schedule a free call to talk about her situation and what steps she and Frank should take next.

With the phone call booked for Monday morning, Rosa went to on to bed. She slept well that night, knowing she was finally on the right track. She had taken a positive step.

My client shared this story with me earlier this week.

He was so excited that, because he chose to advertise on Facebook, he was able to be there when Rosa needed him! The phone call went well and Rosa and Frank came in to the office together on Wednesday. Their estate plan should be wrapped up and ready to sign next week.

Rosa and Frank … and their family … are in good hands now because my client showed up at the exact moment, in the exact place that Rosa needed him.

Every estate planning lawyer should be stepping up to the plate right now…instead of forcing people to do DIY estate planning … because you weren’t there when they needed you.

That’s right. Too many estate planning attorneys are still living in their ivory towers … waiting for referrals from financial advisors or CPAs … instead of showing up for people where they are … online!

Who DOES show up online instead? Legal Zoom. Rocket Lawyer. And dozens of other DIY estate planning services that make it oh-so-easy to enter a credit card and create a will or trust … that may or may not even be valid!

If you are an estate planning or elder law attorney, you have tremendous opportunity … RIGHT NOW … to make a decision that will change your life today and in every tomorrow.

People are scared. They desperately need you.

But if you don’t show up for them — if you don’t lean into this opportunity — it’s very likely they will turn to an online document service, or DIY estate planning, instead.

They won’t have the benefit of trusted counsel guiding them through some of the most difficult times of their lives. They may end up with a faulty document that doesn’t even come close to accomplishing their goals.

Don’t go dark now. Show up for those who need you.

Book a call with our team now. Find out what next steps YOU should take … so you can show up for every Rosa who needs you … right now.

Book Now.

 

Ready to Scale Your Estate Planning Law Firm? Start Here

How to scale your estate planning or elder law firm … almost every attorney we talk to is anxious to grow and scale their firm. Scaling Your Law 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 your revenue growth.

Why Is It So Hard?

Estate planning and elder law attorneys have a marketing imperative.  If you don’t have appointments booked, you don’t have any money coming in the door. There are few retainers or large settlements in these practice areas … and you are only as good as last booking.

It doesn’t help that everything you were taught about how to grow an estate planning law firm is wrong.

It’s not your fault.

Grow your referral network, they said. That’s the key to profitability.

Now, I’m not saying that referrals can’t be great for your practice — but they don’t put you in control of your revenue. And if you don’t have control, you can’t scale.

I know. I’ve been there.

Referrals start trickling in … then maybe they start streaming in … and just when you think you’re on the road to prosperity … they stop.

It’s designed that way, guys.

When the people who send you those referrals start to see your practice growing, see the income from those referrals flowing to … YOU … they get greedy. They want something back. Maybe they want you to give their clients special pricing, or a discount. Maybe they tell you that your fees are getting too high … or you’re doing “too much” planning for their clients with “simple” estates. Or they want you to send some business back THEIR way. They may even ask for a referral fee (which of course you can’t share legal fees, but they don’t necessarily know that). Or … their brother-in-law’s nephew just graduated law school and they start sending all their business to the new kid on the block.

Bottom Line: You Don’t Have Control

Getting control of your revenue STARTS with getting control of your LEAD FLOW.

That’s right. Every dollar that flows into your law firm starts with a lead (or a PNC, Prospective New Client).

No Lead Flow = No Revenue

Once you have control over your own lead flow, there are lots of levers you can pull to accelerate revenue. But you have to get into the control booth first!

I’ve recorded a new FREE training that shows you exactly how to get control of your lead flow and scale your law firm.

Register to watch here: https://www.integritymarketingsolutions.com/apply

Three Reasons Now is the Best Time to Ramp Up Your Estate Planning Marketing

Estate Planning Marketing in the Fourth QuarterTop of the fourth quarter. Super Bowl 2020.

The Kansas City Chiefs are down 20-10 behind the San Francisco 49ers.

The small-market team is led by Andy Reid, a coach who had never won a Super Bowl, and 24-year-old quarterback, Patrick Mahomes.

Here’s what USA Today had to say about Mahomes when the Chiefs drafted him back in 2017:

Calling Mahomes a project is a major understatement. He’s nowhere near ready to play in the NFL. And, honestly, he may never be. Between his inconsistent accuracy due to poor mechanics, his tendency to bail from clean pockets and his lack of field vision, he’s going to leave as many big plays on the field as he creates.

And yet …

The Chiefs pulled off one of the Super Bowl’s greatest comebacks, scoring three touchdowns and driving 190 yards … in the last eight minutes of the fourth quarter!

And … that was the THIRD time in the post-season that the Chiefs overcame double-digit deficits to win in the fourth quarter.

The fourth quarter.

That’s exactly where you are right now. Top of the fourth quarter of 2020.

And even if you’re down double-digits, your absolute best chance to win is NOW!

Why?

Here are three reasons why you can still pull off the greatest come-back of your estate planning or elder law career … right NOW!

1) You Are Trending on Google Right Now!

Under normal circumstances, estate planning and elder law are not particularly high-volume searches on Google. But COVID changes everything and these search terms are actually trending on Google!

In fact, search volume on Google is up more than 250% for both estate planning and elder care lawyers.

There has literally NEVER been a better time for you to reach motivated clients online — they are literally searching for you online RIGHT NOW. Online marketing for estate planning and elder law is THE key to success now.

2) You Are Essential

Regardless what happens next with the virus, your legal services are ESSENTIAL. And, most states have enacted changes that allow for greater use of technology and remote notarization and witnessing (for more about this, visit the ACTEC web page, EMERGENCY REMOTE NOTARIZATION AND REMOTE WITNESSING ORDERS).

You are in the perfect position to serve clients who desperately need your help through this crisis.

3) Your Competitors Are Falling Apart

The unspoken secret to the Kansas City Chiefs’ comeback Super Bowl win? The 49ers basically fell apart. It was the fourth quarter … and it seems both football teams and law firms have a tendency to blow off the fourth quarter.

Lots of lawyers have already set the cruise-control and are just going to coast into the end of the year.
If you take action NOW — you will blow right past them like the Chiefs over the 49ers!

Ramp Up Your Estate Planning Marketing Online … Now!

Get your digital, online marketing team out on the field!

I’ll show you exactly how to pull this off in my newest free online training: How to Get More Estate Planning and Elder Law Clients … And Get Off the Revenue Roller Coaster Forever.

Help Your Estate Planning Clients Make Decisions about Digital Assets

Estate Planning for Digital AssetsAs 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 in estate planning law — just in case it benefits your clients — and therefore, you.

With that, we’d like to let you know about a brand new Facebook feature that allows a person to memorialize their Facebook account in the event of their passing. Are you helping your clients make decisions about their digital assets?

The importance of digital assets is often overlooked in daily life. We usually don’t think about material stored on hard drives or locked away in our social media accounts during end-of-life planning.

Reminding your clients about things like photos stored in “the cloud,” along with videos, PDFs, spreadsheets, PowerPoint presentations, and written social media posts can help them feel that everything is accounted for. For some people, personal posts represent the unique footprint of their lives. Digital assets like photographs and videos of once-in-a-lifetime events can be irreplaceable.

Something to tell your clients about right away is Facebook’s new memorialization feature. Memorialized Facebook accounts are a place for friends and family to gather and share memories after a loved one has died.

Memorialized accounts have the following key features:

  • Once an account has been memorialized, the word, “Remembering” is visible next to the deceased’s name on their profile.
  • Depending on the privacy settings of the account, friends can share memories on the memorialized timeline.
  • Content the person shared during their life stays on Facebook and is visible to the audience it was originally shared with.

Facebook also allows users to appoint a “legacy contact,” someone with the authority to make decisions about an account once it has been memorialized.

A legacy contact can write pinned posts on the deceased’s profile to share memories or offer information about a memorial service. He or she can decide who posts tributes, respond to friend requests, update the profile picture and cover photo, and basically manage the account.

Or, if your client wishes, they may decide to have their Facebook account deleted upon their passing. You can provide clients with very simple instructions to arrange for account deletion or appoint a legacy contact right from Facebook’s website: https://www.facebook.com/help/103897939701143

We stay on the cutting edge of new trends in estate planning because we never want you to get left behind. Make sure you check our blog often for content that can serve your clients.

How to Succeed in Estate Planning … Even Now

Succeed in Estate PlanningHow 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 challenges even affect their personal lives.

One thing we know: Life wasn’t meant to be a long, arduous ride on a hamster wheel that never moves closer to your goals.

So what makes the difference for our clients? Is it simply that they worked with us?

No.

It would be ridiculous to say that we guarantee instant success. We’ll never promise that.

Our most successful clients do things differently than those who fail.

First, they were willing to admit something was wrong.

Second, they confronted the problem(s) head-on.

And finally, they accepted the challenge of change.

Here are a few rules our clients who succeed in estate planning live by:

1. Jump In, Ready or Not

Our clients understand that clinging to old strategies is the enemy of growth. They are willing to let go of the ledge and swim in unfamiliar waters.

2. Charge Premium Rates

Our clients put the fear of scarcity and competition behind them. They step into a higher level of service, knowing their ideal clients will pay premium fees.

3. Ignore the Naysayers

No one loves change. When our clients start changing, sometimes the naysayers come out in force … sometimes their inner naysayer comes out, too. But our clients who succeed in estate planning ignore the naysayers and keep moving forward.

4. Embrace Change

Our clients accept that they need to pivot and adapt when challenges show up, as they always do.

The pandemic may be the biggest challenge you face right now … especially if you relied on workshops and referrals to get new clients. If this was a recipe for inconsistent income before, it’s now a recipe for disaster.

Big change like this is the catalyst that will make or break your law firm.

At the end of the day, our clients are the heroes, not us. They are the ones with the vision and the daring to adapt and dream bigger. We’re just the guides. And because we’ve been where they’ve been, we know the terrain.

We know how to take a struggling law firm, no matter how small, and scale it. We know how to get estate lawyers in front of their ideal clients … who are willing to pay premium rates for excellent service.

And it sure as heck doesn’t involve seminars held in public.

We know how to build a strong, reliable system for steady leads … that become steady income.

But here’s the thing: our team is small by design. We can’t build digital online empires for everyone. We can only take on a certain number of clients. So, we must be selective.

If you’re ready to admit that what you’re doing isn’t working … and you want to confront your challenges head-on … we want to hear from you.

If you’re committed to succeed in estate planning, book a breakthrough strategy session with our team right now.

Rescuing Your Estate Planning Business from Mediocrity and Struggle

estate planning businessBe 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 of wanting to be rescued. We’re told we have to pick ourselves up by our bootstraps and be our own heroes.

At Integrity Marketing, we already know you’re the hero. After all, you went into estate planning to help people. We understand that you’re busy being a hero to your clients. You don’t have time or energy to rescue your business, nor should you.

But it IS possible to have the kind of quality help that lifts you and your law firm out of obscurity and struggle.

We help our clients go digital. Why? Because begging for referrals and eeking out a living through obsolete in-person networking and seminar marketing is killing law firms.

We should know … we’ve “been there, done that.”

So when estate planning lawyers decide to go digital — either because they understand it’s the new way forward, or because the old strategies of referral marketing aren’t supporting them — the way they implement their digital system will make or break their business.

What breaks their business is deciding to go it alone and do everything by themselves. No one has ever achieved massive results in a short period of time without a mentor or guide helping them avoid costly mistakes.

Another business killer is hiring different professionals to work on different aspects of an online business, i.e., hiring one company to design or redesign a website, hiring another to do advertising, and getting yet another to help shoot a video. The result is a hodgepodge online presence that feels cobbled together.

Another mistake is simply hiring a business coach to help. While that coach might be brilliant when it comes to advising other coaches, he or she probably doesn’t know anything about running an estate planning law firm, and even less about managing digital marketing to drive revenue! Plus, most business strategists and coaches overwhelm you with information, to-do lists and homework, and leave you to implement everything by yourself. You almost have to quit your job to get it all done.

This is one of the biggest fears estate planning attorneys have when it comes to bringing their businesses online. They worry that’s it’s going to command more time than they have to manage all the components, and that the learning curve is simply too big to master. So the whole project gets put on the back burner while they continue struggling to get referrals and word-of-mouth clients.

Enter the forbidden desire for someone or something to rescue you…

What if we told you that we’re in the business of rescuing law firms, knowing that we aren’t the heroes… you are.

What if we told you that we know the business of estate planning and we also know what it takes to build a digital empire…

This is exactly why we can’t take on more than a few clients at once. We go ALL IN with our clients. We create their landing pages. We set up their Facebook ads. This is after we sit down and get to know them and who they serve.

Heck, we will even get up at dawn to video the sunrise over the community where they live. Our video expert helps them authentically communicate their message to all the people who will be visiting their new website.

And when we go home? We don’t just leave them hanging. We drive traffic to that new website with targeted Facebook ads designed to attract their ideal clients.

Meet Andrew Sigerson. He’s a client of ours who owns a law firm with three offices — one in Omaha, Nebraska, one in Iowa Falls, Iowa, and one in Minot, North Dakota.

Before we flew to meet him in person, we pre-planned all our video shots. Once on location, we woke at sunrise and worked till sunset to capture the beauty of the communities he serves on camera. We spent our days in the firm’s conference room capturing Andrew and his lawyers interacting with clients. We filmed Andrew and his family walking to lunch.

You see, one of our gifts is storytelling. We create video scripts that personalize the attorney as someone clients will trust and respect, because we believe in your ability to help and support your clients — and be their hero.

So like we said, we CAN and we DO come charging into your world on a white horse, but we’re not the heroes. You are, and we shine a spotlight on that for your ideal clients to see.

This summer, 2020, we are helping Andrew set up two webinar marketing programs for his two areas of law: elder law and estate planning.

But we can only help a few clients at once. Our staff is small and we like it that way. This allows us to do our best work without “too many cooks in the kitchen.” We collaborate with you and with each other for one outcome: the resurrection of your law firm.

It’s up to you to recognize you need the help and ask for it. Your firm can be rescued, and you can be a hero to more people who need you.

If you’re ready for the right expertise and tailored support from professionals who understand your business and your clients, schedule a breakthrough strategy session with our team.

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

Grow Your Estate Planning Law FirmWant 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 … AND gave you a reliable system to have them lining up for your help 24/7?

And what if they were eager to pay you for your expertise instead of pushing for free services?

Would that be worth something to you?

Then keep reading…

Your Ideal Clients are Not Where Youve Been Looking

If you’ve employed most of the strategies to grow your estate planning law firm that you learned from other lawyers, or if you’ve been running your business using in-person marketing efforts that swallow your time and money, it’s safe to say you aren’t meeting your ideal clients that often.

See, your ideal clients understand the value of your services. They live and die by the motto, “You get what you pay for.” They’re educated, responsible, and most important of all, they want to do things right the first time.

They aren’t interested in having a hit-or-miss experience with a lawyer.

And in today’s world, even though they inhabit an older age group, they’re technically savvy.

So where are they?

Right now, your ideal clients are sitting at home in front of their computer screens, in the midst of a worldwide pandemic.

They’re searching for information about how to get their estate planning needs met quickly and efficiently. And Google is their best friend.

They aren’t hanging out at free events looking for “cheap lawyer deals.” (Nor were they, even before the pandemic).

They aren’t signing up with the first lawyer that pops up on Google, either. These people are sophisticated. They want the RIGHT lawyer.

They want you.

Which means that in reality, the path to grow your estate planning law firm is free of obstacles. The only things stopping you from selling premium services to these clients are the outdated systems you’re using.

If you’re still doing in-person marketing at seminars or fiddling with SEO to become well-known in your community, you’re missing a TON of business.

These folks want a higher-tiered experience. They want the Rolls Royce of Estate Planning Firms.

You can roll out the red carpet for them … as long as you charge premium prices. In fact, if you’re too cheap, they’ll move on, believing you get what you pay for. They are happy to pay premium rates in exchange for prompt, knowledgeable service… which you can easily provide when you’re not spending 90% of your time looking for clients in all the wrong places because you’re hard up for leads.

Assuming that your ideal clients are looking for you day and night (and they ARE), do you have a system in place to capture their attention? Do you have your messaging dialed in? Is your online presence set up so that people know they want to work with you before they even call your office?

This is what we specialize in. We’ve done it again and again. We know where your best clients are and we know how to get their attention. AND their commitment!

It all starts when you schedule a breakthrough strategy session.

Discover how you can start getting consistent business with the people who need you most.

How to Get More Estate Planning Clients?

“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, it takes them a few minutes to remember the original inspiration that drove their entry into this career.

How to Get Estate Planning Clients

But when they remember their “why,” their energy shifts.

We’re willing to bet that YOU, like some of our most successful clients, got into estate planning because you wanted to help solve some of life’s biggest challenges.

You wanted to make things easier for people facing their greatest unknowns.

You felt you could be a source of wisdom, information and experience… even comfort.

And you knew your expertise had the power to relieve fearful people of the mental burdens keeping them awake at night.

You chose this path because you have a HUGE heart. And you knew you could help.

But you’re not doing the sacred work you set out to do.

Instead, you’re managing referral relationships…

You’re spending your weekends trying to drum up new business…

Or, pre-pandemic, you pursued a relentless schedule of live workshops that gave you, at best, a trickle of clients who turned out to be bargain hunters rather than people who are serious about getting your help.

Why You Havent Been as Successful as You Want To Be

Now here’s the good news: It’s Not Your Fault.

It’s your business training that got you into this mess.

If you’re like most estate and elder law attorneys, you’ve been conditioned to hustle and work impossible hours using methods that were already obsolete when you started.

Thankfully, there’s a way out of this madness. And it begins with the reason you started your business.

When you take the time to reconnect with your “why,” you have access to the fire that fueled this journey.

When you use that fire, you have the power to let go of what isn’t working and claim what will.

And that’s exactly what we offer.

Step by step, we’ll quickly unravel the outdated training you were given and give you the roadmap that your inner fire needs to keep burning.

Because we dont want you to burn out. That’s OUR “why.”

You see, we’ve been in your shoes, and we know EXACTLY what it takes to build a sustainable digital empire that keeps on giving. We went into business to help you do the same.

You didn’t go into estate law to jump through endless hoops while helping no one. You went into estate law to be of service when people need you the most.

With everything that’s going on in the world, there’s never been a better time to do just that.

So let’s take your candle that’s been burning at both ends and turn it into a bonfire SO big, it draws clients to you like lost pilgrims in the dark.

How do we do that?

How We Attract Your Ideal Clients

We partner with you to create an online beacon for your ideal clients. Because your ideal clients arent attending free workshops. They’re sitting at home desperately searching for information on Google.

They’re looking for YOU.

And they find you when you have a system in place that leverages modern technology.

But make no mistake, a winning system to get more estate planning clients is NOT paying an SEO company to help you “rank higher on Google.” That strategy is unwieldy at best and doesn’t filter out time wasters.

When done correctly, a digital marketing system will put you in control of the leads you get. Even more importantly, it will dictate the quality of the clients you get.

Perhaps most important of all, a winning system gives you your time back. Right now, we’re willing to bet you’re spending over 80% of your time on strategies that don’t work and only 10-20% of your time helping clients.

If you’re ready to stop doing what isn’t working, schedule your breakthrough session now.

Just know that our availability for these sessions is limited, and not everyone who wants to work with us can. But if you’re truly serious about your business, if you’re open-minded, coachable and passionate about your “why,” we’ll move you and your business to the top of the list.

After all, you deserve that. You deserve to come first for a change, instead of rote strategies and busy work that keep your quality of life on the back burner…

We can’t help you if you don’t put yourself first and reach out. Schedule your breakthrough session.

Want to learn more before you book? Watch my newest training, How to Get More Estate Planning Clients Without Ever Hosting Another Live Workshop.

 

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

How to get More Estate Planning ClientsMost 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 or famine, all the way.

The feast inevitably comes with genuine overwhelm if the business isn’t scaled to handle an influx of new clients, and the famine comes with panic and a driving need to “hustle.”

For estate planning firms, this unpredictability is a never-ending spiral that leads to burnout.

But most attorneys don’t realize that. They have a belief that a natural “ebb and flow” is part of owning an estate planning law firm, and they accept it as something that “comes with the territory.”

We DISAGREE.

The revenue roller coaster law firms experience has only one cause: the lack of a reliable system for getting new clients.

Most lawyers are afraid to learn a new system. Their biggest fear is that they’re going to be even more overwhelmed with technology and a learning curve. They’re intimidated by all the things they think they’ll have to do just to stand out in a saturated online market.

But contrary to their beliefs, having a system that leverages technology does not create overwhelm. In fact, a reliable online digital marketing system creates control where there was none.

Control over both revenue and time…

Control that makes it possible to let go of tasks that consume days, nights and weekends.

The truth is, most estate lawyers are so busy trying to keep their heads above water — during both feast and famine periods — that they don’t have time to try anything different.

But the CEO of a company shouldn’t be bogged down trying to get new clients during slow periods — or getting overwhelmed when revenue is high.

Let’s face it: when you don’t have control over your revenue, you have no power. You lack the ability to scale your business and you can’t plan for the future. You’re forced to take a passive stance and rely on other people to refer clients that make or break your business.

In other words, you’re hoping to be saved…

…to meet that one person at a networking event who has all the right contacts… or find the right partnership with a loyal financial advisor who cares about your mission and purpose as much as you do.

Good luck.

The problem is, the strategies you know and understand are killing your business — and are actually the cause of unsteady revenue.

So what do you have to do to get off the revenue roller coaster? Well, we’ve found that the real power is in what you STOP doing.

Strategies that Hurt Your Business

To enjoy steady, reliable income, you MUST stop doing the following:

  • Hosting workshops
  • Calling financial advisors and begging for referrals
  • Wasting time at networking events
  • Paying an SEO company

The problem with these strategies is that they all rely on other people — and hope.

None of them put you in the driver’s seat of your business. You end up at the mercy of events beyond your control — such as the global pandemic we currently find ourselves in. Nobody’s hosting workshops right now, nor should they.

Hoping that someone else will deliver referrals to you is one the worst business strategies for growth. Word-of-mouth is always great, but relying on it destroys your ability to control your own income.

The above strategies are also very expensive. The longer it takes for any one of them to pay off, the more expensive it becomes as days and weeks pass with no revenue. The more you rely on any one of these strategies, the more unpredictable your cash flow will be.

So what works instead?

Revenue on Command

A reliable online marketing system that attracts ideal clients who are already actively searching for you is something you can count on. It’s also something you can control.

When created correctly, your digital marketing system will:

  • Attract premium, educated, wealthy and responsible clients
  • Allow you to spend less on client acquisition
  • Expand your profit margins due to lower acquisition and overhead expenses
  • Give you more time to live a full life

With that extra time will come opportunities to grow your firm, build profitable revenue, and expand your reputation and impact.

There are a lot of estate planning law firms out there. With an online system that uses your unique messaging to attract the right clients, time wasters and bargain hunters won’t find you. They’ll be busy knocking on the doors of lawyers that are scrambling to appeal to anyone during times of stalled revenue.

You’ll have the space, time, cash flow — and most importantly — the control to dream bigger.

Fortunately, you don’t have to spend years learning exactly what to do to put an online marketing system in place. We’ve got that covered. You do have to be open-minded enough to let go of old paradigms and embrace expert guidance from those who walked this path before you.

So here’s what to do now: Schedule a free breakthrough session with us. Let’s brainstorm your way off the revenue roller coaster and help you claim your power.

Estate Planning Leads — Do You Have Enough?

Estate Planning Lead Flow

New clients are the lifeblood of any estate planning or elder law firm. If you’re not talking to a potential new client at least every week day, your firm is in trouble.

So, let me ask the single most important question about the health of your law firm: How are you managing lead flow?

Most estate and elder law attorneys take a haphazard approach to lead flow, with very little control, predictability or reliability in the number or quality of new estate planning leads coming into the firm at any time. When the lead flow dries up, they have no real way to turn the tap back on.

Most will just hope and wait … some will start calling their referral sources …  others gear up to host another live workshop (or they did, before the pandemic).

The typical estate planning or elder law firm has only three sources for new leads:

  1. Professional Referrals. Working with primarily financial advisors, many lawyers focus their marketing efforts on meeting advisors and developing referral relationships.

    This can and does work, but with inherent problems.

    1. Referral Sources don’t work for you … rather, you work for them. They do not have your financial interest at heart. They look out for themselves first, and their clients second … your interests fall WAY down the list. Accordingly, they can start wielding too much power over your financial well-being – demanding low fees and quick turnaround.
    2. Referral Sources can be fickle. They can (and do) change their minds overnight and send new business to their nephew or a younger, cheaper attorney. They can change their focus and stop talking to their clients about estate planning or elder law planning – as many have done during this pandemic when the stock market has been highly volatile.
    3. Referral Sources can send you bad-fit leads, and you have to take them. Even if the client is difficult or not a fit, you’re obligated to take them on, if you want the referrals to keep coming.
  2. Workshops and Seminars. Ah — remember when you could buy a mailing list, rent a venue, and invite lots of older people to join you for a live workshop? Those days are mostly over, friend … and that’s not a bad thing!

    Even before the pandemic, seminars demanded a grueling pace from the attorney and were the main reason for the Revenue Roller Coaster that throttles so many firms, stopping their ability to grow. Successful seminars dump a lot of leads on the firm all at once  …  the firm stops the seminars so they can catch up … then the work dries up and then the whole process has to be restarted to get revenue flowing again.

  3. Word of Mouth Referrals. These are great, and most attorneys don’t do nearly enough to nurture word of mouth referrals … but word of mouth is inherently hit-or-miss and not a reliable, predictable source of steady flow of estate planning leads.

Why Relying on These Three Lead Sources Throttles Business Growth

Relying on these three primary lead sources results in a feast-or-famine revenue flow – also known as the Revenue Roller Coaster. Great revenue months are inevitably followed by long dry spells. Just when  you think you’re “over the hump” in growing your practice, revenue hits a wall and the white-knuckle months return.

These highs and lows in lead flow make it very difficult to grow. When good months are followed by awful ones, it’s impossible to staff properly. You end up either over-staffed and supporting inflated overhead … or chronically under-staffed – unable to keep up with new business when it does flow in, effectively throttling growth.

In this environment of unpredictable lead flow, the solo practitioner almost never successfully hires another attorney to expand the practice. Instead, if they bring on another attorney at all, they look for someone to bring in their own book of business … expectations are seldom met … conflicts arise and partnerships fall apart quickly.

Sustainable, Profitable Law Firm Growth Requires Another Source of Leads

These three lead sources are simply not enough to grow a healthy, profitable law firm. There are too many holes in the plan, too many bad months, too much volatility and zero control.

What’s needed is an independent source of new leads that is sustainable, reliable and profitable.

It’s a Good Thing that Lawyers Have to Pivot Now!

Many lawyers who use this model are all-too-familiar with how expensive, grueling and difficult it is. But they haven’t made the shift yet because they were afraid … now they HAVE to pivot to stay alive.

Here’s why that’s the best thing that could have happened to them –

Once they do pivot, they will

  • Attract more premium, educated, wealthy and responsible clients
  • Spend WAY less on client acquisition
  • See their profit margins massively expand due to their lower acquisition and overhead expenses
  • Get time back for themselves and their actual LIVES – without having to run off to give another workshop, or work all weekend to catch up on work so they will have time to do their workshops next week
  • Find other ways to invest their time for bigger pay-offs in their practice. The CEO of the business should not be wasting their time speaking at workshop after workshop just to drum up a few clients. There is so much MORE they could be doing to grow the firm, build profitable revenue, expand their reputation and impact. They need to dream much BIGGER, and will have the time to make BIG happen!
  • Have a system in place that leverages modern technology and puts them in the driver’s seat of their own financial future.

My clients have already made this pivot … find out how they’re doing it in my newest free training.

Register here.

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