Kickstart Your Estate Planning Maintenance Program in 2012

December 16, 2011
Have you talked to your clients about your estate planning maintenance program all year and are now wondering how to deliver on those promises? Many firms we work with feel overwhelmed by the “getting started” process. While it’s essential to carefully plan your services and fees, the time has come to deliver. Here are a […]

Estate Planning Maintenance Programs: What Works and What Doesn’t

December 13, 2011
As year-end approaches, the buzz around estate planning maintenance programs grows. Attorneys are focused on either improving their existing programs, creating new ones, or figuring out how to get one started. We work with numerous firms and see a wide range of maintenance programs—some highly effective and others that miss the mark. The key to […]

Out of Overwhelm and Into Overjoyed

June 22, 2011
Overwhelm is a state of mind and a way of being. It is NOT a set of circumstances. It is resistance to what is. It is NOT loving what is going on. The distinct difference of how to stop overwhelm is what you are willing to do about it and taking the responsibility for it. […]

Work Passion: How to Avoid Being the Problem

February 25, 2011
Work passion is essential for ensuring you’re not the issue holding your firm back. The answer is simple: when you find passion in what you do and share that enthusiasm with your team, you create a motivated and thriving work environment. Without work passion, it’s easy to fall into a rut and become the problem […]

Legal Career Passion: The Key to Success and Motivation

February 21, 2011
Legal career passion is essential for creating a thriving and fulfilling work environment. The best entrepreneur to work for is someone who has developed a business they are passionate about—someone who is doing what they love or has found a way to express their passion. The ideal workplace is one where you feel you make […]

Seasonal Slowdown Strategies 6-10

August 30, 2010
Earlier we shared Seasonal Slowdown Strategies 1-5 with you to help avoid your seasonal slowdown.  With the end of summer quickly approaching, now is a great time to make a strong push to proactively kick start your Fall. Here are strategies 6-10, each designed to be quick, but effective, strategies to implement with minimal time, […]

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