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.