The Freedom Practice Podcast

Craig R. Hersch
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Episodes

  1. 10/14/2021

    Tip of the Week: Expanding Your Orbit to a Bigger Future

    Expanding Your Orbit to A Bigger Future Many argue that there’s not a definite process to achieve success within your estate planning practice. I beg to differ. Not only can you follow the seven steps that I’m about to describe, but you can constantly repeat and upgrade them to attain your firm’s next level. Step […]

  2. 09/14/2021

    Today’s Practice Tip: Taking Care of Yourself in Stressful Times

    Taking Care of Yourself in Stressful Times If you owned a million-dollar racehorse, you’d feed it the best diet, give it plenty of exercise, training, and ensure it had enough sleep. You’d take all necessary steps to protect a major income-generating investment. Aren’t YOU that million-dollar racehorse?  I understand that your estate planning practice is going gangbusters due to proposed tax legislation and clients’ mortality concerns. You might be working sixty-hour […]

  3. 09/10/2021

    Today’s Practice Tip: Automating Your Practice on the Cheap

    Automating Your Practice on the Cheap Gina, who’s been my logistics support team member for many years, has a daunting job. Not only does she keep the calendars straight for four attorneys, but she also schedules conference rooms, calls clients to remind them of their next-day appointments, prepares new files, inputs new matters into our […]

  4. 09/08/2021

    Today’s Practice Tip: What Motivates Millennials and Gen X?

    What Motivates Millennials and Gen X? Are Millennial and GenX individuals tough to manage? Is it fair to categorize anyone, as we’re all different, with different skills, propensities, and motivations? When I first arrived at my firm, I was the youngest attorney. Most of the support staff was older than me, composed mainly of Baby […]

  5. 08/31/2021

    Today’s Practice Tip: Answering the Big Q: How Much Do You Charge?

    Answering The Big Q: How Much Do You Charge?  How does your firm answer a common question posed at the first call to your firm, “how much do you charge?” Of course, the answer depends upon several factors, including the time, expertise, and complexity necessary to satisfy a client’s estate planning goals. But saying so doesn’t often satisfy the inquiry. Instinctively you, or your staff who first interacts with the prospect, might mention your lowest fee, “Our revocable trust plans start at thirty-five hundred dollars…” so […]

  6. 08/27/2021

    Today’s Practice Tip: The Best “Salesman” in Your Law Firm Intuitively has a Process

    The Best “Salesman” in Your Law Firm Intuitively has a Process  How do you replicate it to multiply your results? Do you have a client engagement process, or does it flow however the meeting transpires? You might be excellent at engaging a client, but are your law partners and associates as successful? Is there a script your […]

  • 6 Episodes

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