Insights on Growth, Marketing, and Client Service in Estate Planning with Paul Yokabitus

Watch the YouTube version of this episode HERE

Are you a law firm owner who is thinking about improving how the business operates? In this podcast episode, Tyson chats with Paul Yokabitus, a guest expert in legal and financial planning. They discuss Paul’s journey in building a successful firm.

Building a successful law firm involves understanding the risks that might exist. Tyson and Paul discuss how attorneys should operate when attacking these risks. It involves starting each day with an agenda that is intentional in getting things done and tackling any issues that arise. It is also important to be open to new opportunities as a business owner and preparing for the good and bad of running a firm.

Client and customer service should be of top concern for law firms when it comes to measuring success. In a world where many businesses are using AI, attorneys need to prioritize customer service. This can include ensuring clients understand the legal process or going over documentation. AI should be used to streamline certain processes, so you can free up your time to service customers and clients.

Listen in to learn more!

05:19 Mindset of Successful People

12:26 Differentiation in a Crowded Market

13:32 The Importance of Client Service 

16:55 Pivoting in Legal Practice 

17:39 Finding the Right Team 

24:21 Overcoming Failures 

Tune in to today’s episode and checkout the full show notes here.

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