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People have different needs regarding the amount of attention they want to receive in a relationship. For some of your referral sources, getting together once a year might be fine. Other sources might want to meet every six months, or even once a month. If the referral source is providing... Continue reading
Posted 5 days ago at Lawyers With Purpose
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As your referral relationships evolve, you want to track a wide range of information. For instance, make sure you know how many referrals you’re getting from each source, together with the average fee and retention rate per referral received. If one referral source is providing prospects that generally turn into... Continue reading
Posted 7 days ago at Lawyers With Purpose
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Last time, we detailed the types of questions you need to ask to both demonstrate your value to the allied professional and to quickly determine if working with the professional will be of value to you. Now let’s discuss the latter topic a bit further. What are some of the... Continue reading
Posted Jan 9, 2020 at Lawyers With Purpose
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Asking the right questions accomplishes several goals. It allows you to find ways to distinguish yourself from your competition and demonstrate the value you offer the allied professional and his or her clients. This can convince the professional to move forward with you. In addition, asking the right questions allows... Continue reading
Posted Jan 7, 2020 at Lawyers With Purpose
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Why should a professional refer his or her clients to you? For starters, the professional must know why and how your services will benefit his or her clients. The professional must also be confident that you will “do right” by his or her clients—basically, that you will provide effective legal... Continue reading
Posted Jan 2, 2020 at Lawyers With Purpose
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Simply put, you want to meet with professionals that service your market in a different way than you do and whose clients (or patients) can benefit from your services. So where do you find these professionals? Your sources can be broken down into four categories: institutions such as hospitals and... Continue reading
Posted Dec 26, 2019 at Lawyers With Purpose
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This time of year, we remember with gratitude the many joys that our families, friends, clients, and neighbors have brought us, and we especially remember the sacrifices of those who have served our country. The Outreach Team at Maryville University has asked us to share this article with you, so... Continue reading
Posted Dec 24, 2019 at Lawyers With Purpose
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In this fourth part of a four part series on how to represent a claimant before the VA, Matthew Donald, Esq. Director of VA Services, cuts through the misinformation and provides an overview of what is actually happening with the VA's proposed rule change. Continue reading
Posted Dec 24, 2019 at Lawyers With Purpose
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With 2020 on the horizon, now is a wonderful time to roll out a Maintenance Program! A Maintenance Program helps you meet your revenue goals, foster lifelong clients, and focus on the proactive approach versus a reactive one. Continue reading
Posted Dec 23, 2019 at Lawyers With Purpose
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To a large extent, your success is determined by how well you manage your leads and vital relationships, especially referral relationships with allied professionals. Unfortunately, forging and maintaining profitable referral relationships is one of the greatest challenges facing most law firms. In the coming weeks, we’re going to discuss proven... Continue reading
Posted Dec 19, 2019 at Lawyers With Purpose
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Using state-of-the-art software within an effective system allows you to build a highly efficient team and firm. Each workflow is comprised of a series of steps with a defined set of tasks to be completed at each step. Many of the steps are designed to do things automatically, like assign... Continue reading
Posted Dec 17, 2019 at Lawyers With Purpose
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State-of-the-art asset protection software can alert you to potential problems. Case in point: During the interview, LWP software will display “light bulb” icons offering built-in practice tips and pointers that provide background and help you make informed choices. For example, there is a light bulb that displays information about required... Continue reading
Posted Dec 12, 2019 at Lawyers With Purpose
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Another powerful component of some software is the ability to do dynamic interviews. Let’s say John and Jane Sample want separate revocable living trusts and you collect the information needed to do each one. But what if they change their minds and want a joint revocable living trust? The software... Continue reading
Posted Dec 10, 2019 at Lawyers With Purpose
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The process of creating a customized estate plan begins with the client interview. State-of-the-art software uses a single-entry system; as you work through the interview, you only have to enter information once. That information is later reused in the interview and replicated in the assembled documents. Another benefit of a... Continue reading
Posted Dec 5, 2019 at Lawyers With Purpose
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Greater efficiency is one of the keys to greater profitability. As an estate planning and elder law attorney, if you want to become more profitable, your firm must be able to draft an asset protection plan more efficiently. The right software can help you accomplish this. The improved workflow efficiency... Continue reading
Posted Dec 3, 2019 at Lawyers With Purpose
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LWP's Director of VA Services, Matthew Donald, Esq., provides an overview of the VA Appeals Process. Continue reading
Posted Nov 29, 2019 at Lawyers With Purpose
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The Initial Meeting and the Vision Meeting are two consultation-type meetings that are part of LWP's enrollment process. LWP Implementation Coach Amanda "Mandy" Bossow describes them both and how to utilize them for optimal results. Continue reading
Posted Nov 29, 2019 at Lawyers With Purpose
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Nashville Tennessee’s renown Music Row has been home to the Gordon Law Group for over 25 years, but its reach extends from Greenville, SC to Charleston, SC, to Nashville TN, and soon to Kissimmee, FL where a new office is about to open. The firm offers exceptional legal services to those dealing with matters involving entertainment law, business law, intellectual property, family law, and estate planning, and prides itself on staying on top of the ever-shifting laws and keeping up with the latest in technological advances that will benefit its clients. LWP sat down with attorney Adam O’Dell to talk about the Gordon Law Group, which has been an LWP member since July 2017, and about his firm’s experiences with LWP and in his market. Continue reading
Posted Nov 29, 2019 at Lawyers With Purpose
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Given the amount of time and energy you put into running your law firm, do you feel like you should be making more money? Do you wish you could spend more time with your family or on the hobbies and activities that interest you most? Do you feel like there... Continue reading
Posted Nov 26, 2019 at Lawyers With Purpose
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Television and radio ads are proven tactics to build widespread awareness of your name and firm throughout your community. If you are already using the “Ask” campaign, it will be relatively easy to produce a new ad incorporating a message about the challenges faced by the sandwich generation. Such an... Continue reading
Posted Nov 21, 2019 at Lawyers With Purpose
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We all have an organization or cause that is special to our hearts. Supporting your favorite charitable organization not only helps those in need and makes you feel good, it can also position your firm as a caring member of the community—thereby enhancing your brand. Don’t just write a check.... Continue reading
Posted Nov 19, 2019 at Lawyers With Purpose
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In the world of digital marketing, the most coveted piece of prospect information is an email address. The question is, how can you convince visitors to your website to provide you with their email addresses? The answer: a lead magnet. A lead magnet is a free offer or incentive, typically... Continue reading
Posted Nov 14, 2019 at Lawyers With Purpose
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Host a Picnic A picnic (with sandwiches on the menu) offers a great opportunity to market your firm to the sandwich generation. You’ll want to invite your existing clients—and have them invite friends and family—together with prospects in your data base. The informal atmosphere of a picnic should make everyone... Continue reading
Posted Nov 12, 2019 at Lawyers With Purpose
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Writing a single article about the sandwich generation will allow you to use multiple platforms to get the word out about your firm and how you can address the challenges faced by the sandwich generation. You can use your article for: Blogs Social media posts Your newsletter Emails A press... Continue reading
Posted Nov 7, 2019 at Lawyers With Purpose
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The term sandwich generation refers to people who are raising their own children while simultaneously trying to care for aging parents. In essence, they are “sandwiched” between these two roles, each of which is demanding in its own right. Perhaps you are a member of this generation and have first-hand... Continue reading
Posted Nov 5, 2019 at Lawyers With Purpose