What is the greatest success you've had since joining LWP?
Our greatest success since joining LWP™ has been to move our team forward from basic tax and estate planning to being able to provide comprehensive asset protection and elder law solutions, as well as being able to serve veterans and their families.
What is your favorite LWP tool?
Our favorite tool is the underappreciated Estate Plan Audit. Other tools may get the headlines, or get invited to the glamorous parties, but we get the most mileage from the Estate Plan Audit because it helps us to further identify and clarify client goals and convert those goals into definable solutions as we transition to the Vision Clarifier.
How has being part of LWP impacted your team and your practice?
Being part of LWP™, including the retreats and the team coaching, has made our team a much more cohesive unit. The coaching has been instrumental in helping us to think and act with one voice working toward a common goal rather than as individuals performing separate, unrelated tasks. In addition, the support from LWP™ member firms is unsurpassed through the listserv,
phone conferences, or site visits from our favorites.
Thanks for great information!