I’ve just spent the last week with the new COO of the Family Wealth Planning Institute, Joan Kuenhold.
Joan and I spent nearly her entire time here (she lives in Wisconsin) getting clear on the vision of the FWPI and making all sorts of diagrams, org charts, workflows, and process maps.
Whew!  I’m exhausted and exhilarated all […]

I understand you might have some confusion about whether you are a member of my Silver or Platinum Mastermind groups and, if you are, at what membership level.
Let me try and clarify things for you.
Before I do, I want to let you know that the growing pains you’ve experienced with the launch of the Family […]

I wanted to get this email out to you right away as an example of an untapped market you can and should be reaching - Real Estate Agents!
I’ve actively reached out to real estate agents and have had great results.
1. Some agents make appointments immediately.  We got 3 appointments scheduled out of my last marketing […]

The response to my email asking you for your biggest business challenge was overwhelming.
And, for the vast majority of you, you said your biggest challenge is keeping the pipeline full.  In this month’s Law Business Secrets offline newsletter, I’m going to solve that in two ways:
1. I’m going to answer Patrick Roth’s question about how […]

It’s nearly 1:00am and I’m working on the Practice Management and Marketing Mastermind OFFLINE newsletter and just got finished writing about a teeny, tiny secret that earned me $15,000 after one of my seminars that you are likely overlooking, but won’t be after you get my newsletter.
I’ve left space this month to answer your biggest […]

Last week I met with 6 prospect families and each is now a new client of my law firm.
I’m not telling you this to brag, I’m telling you this because I want you to take a moment to imagine the freedom you would experience if you could have the same certainty I do that […]

Turns out the service we used to deliver our email had some MAJOR problems over the past couple of weeks and I’ve just been informed that they are resolved.
Woohoo!
We are coming up with a strategy to make sure that NEVER happens again.
As you can imagine, I’ve been a little bit stressed out about this email […]

[I recommend you print out this email and spend some quiet time reading it]
A few things have happened recently to make me question why I have decided to use my creativity, my sales and marketing skills, my compassion, love, energy and care to educate and inspire lawyers.
There are plenty of ways to make […]

For the first time in my life as a biz owner, I am not at all worried about where the next customer will come from.
I spent the first few years in my practice constantly worried about that.
I spent hours posting on the Wealth Counsel listserve and reading posts of the more experienced attorneys hoping to […]

You’ve probably heard me say it many times, but it’s worth repeating …
You’ve got to use social proof (testimonials) in your marketing.
I’m sure the first thing you’re wondering is how do you get testimonials?
I’ve got 4 great ways for you to get testimonials, but they are too long to go into here.
You’ll get to read […]