Posts in category: Uncategorized

Doug took some time to answer our questions:

What is the greatest success you’ve had since joining LWP?
Hiring a new attorney and client services coordinator with complimentary Kolbe scores. Goals, goals, goals. Now that we have well planned goals and a vision, we have more than doubled our revenue and I no longer stress (too much) about the expense side of the balance sheet.

What is your favorite LWP tool?
The Money Plan Focuser and Brainstorming Sprints stretch our team into common goals and create accountability and buy-in. I love that it is intentional and our office is becoming more organized and goal driven. Actionstep is a tremendous resource that ties all this together.

How has being part of LWP impacted your team and your practice?
The implementation process and the coaching has changed everything. We are still improving and each step has had dramatic effects on the firm. Although painful at times, as in revealing our weaknesses, the process has strengthened our firm and the team’s honesty is a healthy outcome.

Share something about yourself that most people don’t know about you.
I am a Tournament Bass Fisherman! I love the comradery and competition and have been doing this for 20 years.

What is your favorite book and how did it impact your life?
Lee Strobel’s book The Case for Christ. I read this book in 2005 during a particularly stressful time of my life. My Christian faith was brought front and center, and forgotten childhood dreams and ambitions were revealed to me, one of which was studying law. I eventually acted on this and went to Law School in 2010, and am now honored to be associated with so many at Lawyers With Purpose.

Congratulations to you on your continued success!

Claudia took some time to answer our questions:

What is the greatest success you’ve had since joining LWP?
This is a tough question to answer because there have been many milestones since joining LWP. Since joining, our firm expanded and opened its doors in Bonita Springs, Florida. This success is multi-level, from our ever-growing team – hiring new staff – to the high demand for workshops, to developing relationships in the community where now The Mattar Firm is becoming a recognized name. The overall growth of the firm in the past year is our greatest success and LWP was an integral part of that growth.

What is your favorite LWP tool?
My favorite LWP tool is the Marketing Dashboard. Phil introduced The Mattar Firm to this tool recently and we have implemented it into our systems. At our firm, we love metrics and numbers. We firmly believe metrics allow you and your staff to have accountability and are essential to the success of any firm, regardless of practice area. This particular Dashboard allows us to have a yearly and monthly snapshot view of marketing, inbound calls, client service coordinator and attorney conversion rates, and revenue. The tool has pointed out that our client service coordinator has a fantastic rate in relation to initial contact to workshop registration. As our firm continues to grow, it will be invaluable for keeping track of each department’s performance and attorney statistics.

How has being part of LWP impacted your team and your practice?
Joining LWP has impacted our firm in tremendous ways. Our area of expertise before LWP was auto accident injury litigation. The LWP team helped our lawyers and staff shift from our previous practice area to understanding the nuances of Estate Planning, Asset Protection, and Medicaid Planning. LWP has done everything from guide our firm through the relational process necessary when dealing with senior clients, to teaching us Medicaid law in and out. The journey of transitioning practice areas would have been much more tedious and time consuming without the help of LWP. Additionally, LWP has opened the door to likeminded contacts throughout the legal community by encouraging members from different cities and states to communicate with one another.

Share something about yourself that most people don’t know about you.
Most people do not know that I was a competitive Rower throughout my high school and college years. I still practice rowing to this day – getting on the erg for workouts and if I am lucky, being able to get some time on the water.

What is your favorite book and how did it impact your life?

The PWP binder – Medicaid section. Kidding (maybe)! The book that comes to mind is The Science of Happiness: How Our Brains Make Us Happy by Stefan Klein. As a fact finder, I am constantly searching to understand “but why does that work that way?” This book breaks down what mechanisms inside your brain trigger certain emotions, actions, and reactions. I read this book in 2006, and to this day I will reference sections of it and think “that action or reaction is a result of this chemical affecting X aspect of the brain.”

Congratulations to you on your continued success!

Gerald took some time to answer our questions:

What is the greatest success you’ve had since joining LWP?
Expanding my knowledge which has resulted in being a far more able counselor to our clients.

What is your favorite LWP tool?
The Listserv has been an invaluable tool for expanding my knowledge and finding good attorneys for clients who are moving from DE or own property in another state.

How has being part of LWP impacted your team and your practice?
In many different ways, from the Listserv to using Dale Krause. The LWP program has expanded the services we can offer clients and my comfort in providing those services.

Share something about yourself that most people don’t know about you.
I love the outdoors which many know, but especially backpacking and climbing Mt. Katadin in northern Maine with my grown children. Wonderful park if anyone wants an excellent outdoor and primitive experience.

What is your favorite book and how did it impact your life?
Many books about various true leaders in the history of our country but there is one book that stands head and shoulders far above the rest. The Bible has given me a far greater sense of how to reach out to the senior clients and their adult children who are struggling to help their parents. 

Congratulations to you on your continued success!

Alan took some time to answer our questions:

What is the greatest success you’ve had since joining LWP?
Our firm’s greatest success since joining LWP has been the ability to provide full service estate planning and elder law services to clients, regardless of their facts or circumstances.  We are not limited to certain types of solutions, hoping clients with exactly those needs happen to find us.  In fact, one of the most rewarding aspects is that we’ve become a firm that receives referrals from other estate planning attorneys who aren’t equipped to handle the difficult fact patterns.

What is your favorite LWP tool?
Although each of us may have a fondness for different LWP tools, overall our favorite as a firm is the combination of the Design Template and CCS-drafting software.  Those two work in tandem to allow us to synthesize a client’s preferences and convert those preferences into something that provides lasting value.  

How has being part of LWP impacted your team and your practice?
Being a part of LWP has allowed each member of our team to take ownership of his or her part in the process.  It has been rewarding to see how much differently we operate than non-LWP estate planning firms, especially in how much emphasis LWP (and our firm) places on educating each client.  That standard applies to every member of our team now in a way which is much more meaningful than it was before we found LWP.

Share something about yourself that most people don’t know about you.
I’ve always wanted to be either a cornerback for the Green Bay Packers or a radio DJ.  Playing for the Pack didn’t work out, but I did two things to get closer to that second goal:  1) I currently host a live, local radio call-in show on estate planning about eight or ten times each year, which is a lot of fun; and, 2) for about a year during my law career I also moonlighted as a classic rock/hard rock DJ doing a weekly show on local radio under an assumed name, which was even more fun.

What is your favorite book and how did it impact your life?
It’s hard to narrow it down to only one book, but the best book I read in the last year was Misbehaving:  The Making of Behavioral Economics, by Richard Thaler.  It was a really fascinating look at how human psychology meets economics, and how our personalities and other biases affect how we make money decisions.  It didn’t hurt that the author was funny and that he won a Nobel Prize in Economics right after I bought the book.  If you like fiction better, my personal favorites might be Without Remorse by Tom Clancy or Beach Music by Pat Conroy. 

Congratulations to you on your continued success!

Jack took some time to answer our questions:

What is the greatest success you’ve had since joining LWP?
While the successes seem to be piling up recently, I'd say our greatest success was successfully submitting our first Medicaid application using LWP's system, having it approved, and then getting a special “thanks” from the DHHS agent who reviewed the application.  She said it was one of the most well-constructed, documented, and explained applications she'd ever received.  She thought I was an old pro!

What is your favorite LWP tool?
At the moment, I'm a big fan of a tool that Phil Miner provided to me to try out that allows me to consolidate the Goal Focuser and counseling issues.  I feel like it allows me to move through the Vision meeting effortlessly and confidently, knowing that I've really listened to the client and covered all the areas that need to be covered. Since we've implemented the tool, our conversion rate has improved dramatically and the fees per conversion are increasing too!

How has being part of LWP impacted your team and your practice?
What previously felt a bit like an organization without goals and direction is now gelling into a group with well-defined goals and roles, a sense of purpose, and a plan for success in the future.  I know that's really general, but after 15 months in practice I was really wondering if changing careers at such a late age, 56, was a good move.  In the 8 months since joining and working through the LWP process, I can honestly say that I'm confident that we'll be successful and that I made the right choice.

Share something about yourself that most people don’t know about you.
I'm pretty much an open book.  But, here's one I rarely share: I graduated 8th of 264 graduates in my law school class. Armed with that information and a couple bucks, you might be able to get a cup a coffee somewhere!

What is your favorite book and how did it impact your life?
Wild at Heart, by John Eldredge. I'd always struggled to reconcile my inner warrior with  being a "safe" Christian male. In my heart, I have a drive to be both dangerous and good. This book clearly explained to me how you can be both and still serve God. Transformational!

Congratulations to you on your continued success!