How to Market an Estate Planning Law Firm … And Take Back Your Control

Have you ever walked away from a lunch meeting with a financial advisor wishing there were some other way … any other way … to market your estate planning practice?

Estate planning marketing by taking financial advisors to lunch.
Taking financial advisors to lunch to market your estate planing practice?

Don’t get me wrong. Referrals are great, especially when they flow naturally from great relationships with clients and allied professionals.

But going out there every day … picking up the tab for lunch after lunch after lunch, auditioning for approval, and begging for business …

It sucks, right? I know — in fact, read my story about How I gained 20 lbs Chasing No-Win Referrals!

And the truth is, relying on the kindness of strangers for referrals can be a fatal problem for your estate planning or elder law firm.

The first time you disappoint your referral source … miss a phone call … or the referral is a difficult client who can’t be pleased … or along comes another, hungrier attorney … your business can dry up and blow away overnight.

The whole process puts someone else in charge of how fast your firm can grow, the types of clients you can work with and even the fees you can charge.

It steals your freedom, your power and your control.

You didn’t go to law school to live like that.

And you don’t have to.

Imagine what your life would be like if you had a reliable, independent source of new clients who need your help, are ready to take action, and value a relationship with their personal attorney.

And even when you’re away from the office – overnight, on the weekends, or on vacation – new clients are completing your intake process online and scheduling appointments.

When you get back to the office, refreshed from a short break, your calendar is full … with people you enjoy meeting, who have problems you can solve and are willing to pay premium fees.

It’s not just a pipe dream.

That is the reality for clients I work with every day.

They still get referrals … great referrals from great professional and client relationships. But they’re not out there day after day begging for business. No one tells them who they can work with or what they can charge.

And they only buy lunch for people they like. Out of friendship rather than obligation.

I’m not saying that to impress you, I just want you to know that it works.

You can learn how now in my newest free training. I’ll show you the exact strategies our clients follow to take back control and grow their estate or elder law firms to seven figures … and more. After you watch the training, book a strategy call with us and see if it makes sense for us to help you, too.

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