What Is It The Estate Plan Advisor is Guidr’s newest lead-generation tool. It is a series of questions asked to the client to determine what is important to them. This is similar to LWP’s Estate Plan Audit, often conducted at the Vision Meeting. Based on their answers to these questions,

Dave Zumpano, LWP Founder and CEO, was recently interviewed for Authority Magazine. Take a look at the inspiring article.  

Lawyers with Purpose Founder and CEO, David Zumpano, Esq. was a recent guest on the Profit with Law Podcast, hosted by Moshe Amsel. Together, they discuss the key aspects of growing a law firm, including tips from keeping a proper mindset to converting to value-based pricing. Listen Now

One of the many benefits of being an LWP Member is the opportunity to interact with, and learn from, fellow Members in conjunction with the LWP team. We created Member Power Hour to provide you with twice-weekly educational and mutual support events to help you grow your practice. It’s an

A members–only section on your website can allow enrollees in your maintenance program to sign up for exclusive events, download videos of workshops they might have missed, and more. It also allows you to generate revenue through advertising (as does your newsletter). How? By offering companies that provide services of interest

Your maintenance program will help you forge solid bonds with your clients and members of your clients’ families. Consider the latter for a moment. Inviting family members to social events, encouraging them to attend review meetings and workshops, providing counsel  to the family following a client’s incapacity or death… all of this allows you

The TLC™ Estate Plan Maintenance & Fee Guarantee Program offers all of the services listed below. Remember: This information is intended to provide you with an idea of what a maintenance program can offer. Your program must reflect your clients’ needs and your firm’s capabilities. The TLC™ Estate Plan Maintenance & Fee Guarantee Program EPLC includes:

When it comes to maintenance programs, one size does not fit all. You should tailor your program to the needs of your client base and your firm’s capabilities. Also, as we mentioned last time, you have to limit the scope of your program. It’s supposed to be a source of

Some attorneys dismiss maintenance programs out of hand because they don’t see why clients would participate in them. Don’t think like that. Maintenance programs are very appealing to clients, for two powerful reasons. First, a maintenance program helps ensure that a client’s plan is always up-to-date and capable of accomplishing its goals when the client needs it. By explaining this benefit to your

Generating a consistent, reliable revenue stream is a challenge for many law firms. An annual maintenance program can provide a solution to this problem, and, in effect, function as a line of credit for your firm.  In the coming weeks, we’ll discuss the elements of a successful program, the benefits of such a

The costs of healthcare & long-term care have dramatically increased in recent years. Yet, only a small minority of clients has adequate insurance and funding for this required assistance. At the same time, the spend-down of assets to qualify for government & elder benefits has changed over the years and become more complex. For most of the population, public benefits, including Medicaid & other government benefits, provide the principal funding of care. This has caused an unprecedented need for counsel fluent in asset planning & protection techniques to assist clients needing to qualify for government assistance. The faculty for this program features a national authority in the subject, who will cover tools for spend-down's, exempt vs. non-exempt assets, differences between singles and married couples, the effect of future medical expenses on government benefits, and the landscape of Medicaid & medical expense planning. Lawyers With Purpose Founder co-presents "Mastering Medicaid Spend-downs, Government & Elder Benefits CLE" on March 11, 2020.

From mid-November through the beginning of January, Lawyers with Purpose members tend to see a decrease of initial contacts, initial meetings, and workshop attendance. The holidays are THE time for your prospects and clients to be thinking about AND discussing their future plans with family, however, not as many do. How can you remedy this? By kicking off your maintenance program!