It’s old news that any change in family dynamics or finances warrants a review of the current estate plan. But over the last couple of years, almost everyone has experienced at least one change that will impact their financial picture and future as a whole, and that’s new.
Now more than ever, people are in need of an estate planning attorney who can sit down with them to discuss how they’ve been impacted by the events of the past two years, and the events that continue to occur.
As an estate planning attorney with this knowledge, what can you do to not only help people, but increase or maintain your workflow?
From checking on your past clients’ current needs, to educating them on changes in estate planning matters, to networking with family law attorneys and CPAs, there are several ways to be proactive during these difficult times.
Need targeted help adapting to these changes and more? Just want to share your thoughts or experiences? Don’t hesitate to email us at support@speakeasymarketinginc.com – we’d love to hear from you.
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About Richard Jacobs
My name is Richard Jacobs, and I've discovered quite a bit about the plight of solo practitioners and small, 2-5 attorney firms like yours these past 12 years.
I've come to understand the unique challenges in marketing ethically and effectively that attorneys face because I have:
- Helped over 180 attorneys author their own practice area book and become the 'implied expert' in their practice area
- Helped hundreds of attorneys successfully navigate Google's search algorithm changes, growing their websites from 2 potential clients calling a month to 4+ calls per DAY for some clients.
- Interviewed and promoted over 507 attorneys nationwide, in practice areas such as:
- DUI / DWI
- Family Law
- Criminal Defense
- Bankruptcy
- Auto Accidents
- Social Security Disability
- Slip & Falls (Premises Liability)
- Real Estate
- Estate Planning / Probate
- Wage and Hour Claims
- Expungements / Post Conviction Relief
Before you decide to invest in your marketing, it makes sense to first request your complimentary, custom, no obligation video website review.
Richard is the author of 6 books published on Amazon, Kindle and Audible.com
- Lawyer's Guide To (Virtual) Initial Consults And E-Signed Retainers
- 12 Powerful Principles of Prosperous Law Firms
- Secrets of Attorney Marketing Law School Dares Not Teach - 1st, 2nd Edition and 3rd Edition
- "But I Only Had 2 Beers!": Truth Talk from over 25 DUI Lawyers
- Ultimate Guide to Local Business Marketing (Ultimate Series) (co-author)
- The Attorney Authority Reboot: (How, in 6 months, Attorney Geller added $74k in new clients, and boosted his AVVO rating to 10.0, using one simple strategy)
Richard is available for speaking engagements on direct marketing for attorneys and has recently spoken at the following legal conferences:
- PILMMA (Personal Injury Lawyers Marketing & Management Association)
- Las Vegas DUI Summit – Private event for DUI attorneys
- New York Boutique Lawyers Association
- Perry Marshall & Associates Marketing Academy (Marina Del Rey, CA)
- National Association of Criminal Defense Lawyers (NACDL)