Kyle and Jennifer first met in the spring of 1995, when Kyle was speaking at a Living Trust seminar hosted by an insurance salesman … some 90 miles from his Kansas City law offices. Those seminars, and the referrals from insurance and financial advisors, were his bread-and-butter.
But two things really bothered him about the strategy.
First, the financial advisors sometimes tried to control the attorney-client relationship: recommending legal planning and even low-balling Kyle’s fees.
Nothing about that situation felt right.
Second, over time, the costs went up and the returns went down. Jennifer and Kyle started tracking all of their costs – not just the hard costs, but the soft ones, too. Like the hours they spent promoting, coordinating and traveling for each workshop … not to mention the toll seminar marketing was taking on their quality of life and the emotional costs for their families.
There had to be a better way. Kyle was among the first to commit to growing his estate planning law firm primarily through digital marketing.