Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
LWP Town Hall
What Clients Are Really Doing
with Their Money
(And What It Means for You)
LWP Town Hall
What Clients Are Really Doing with Their Money
(And What It Means for You)
July 8th, 2025
2 PM EST
Virtual Via Zoom
With Leigh Baldwin
President & Wealth Manager
The market’s moving. Clients are not.
Estate planning attorneys across the country are watching leads dry up, consultations go quiet, and clients hit the brakes, HARD.
If you’ve noticed clients hitting pause on their planning, you’re not alone. Estate planning attorneys across the country are seeing a slowdown; but why?
Is it market performance? Political uncertainty? Misinformation?
Join us for a candid, behind-the-scenes Town Hall with seasoned wealth manager Leigh Baldwin as he unpacks what’s really driving client behavior and how attorneys can respond with confidence and clarity.
Get the answers from someone on the inside.
Leigh Baldwin has been managing investor behavior for 30+ years. He’s seen every market mood swing and knows exactly what’s driving hesitation right now.
In this exclusive Town Hall, he’ll share what your clients are actually doing with their money, what’s fueling the freeze, and what you can do to turn it around.
If You’re an EP Attorney, You Need This Intel:
📈 A Real Market Update
How have the past 6 months shaped the investing landscape? What’s the impact of the new administration, and what’s just media noise?
🤔 What Clients Are Actually Doing
Are they investing? Holding? Selling? Leigh shares firsthand insights from across his advisory client base and what it signals for estate planners.
🤝 EP Attorneys + Financial Advisors = Stronger Outcomes
In a moment of uncertainty, partnership matters. Learn how to open smart, productive conversations with advisors to protect client assets and keep planning momentum alive.
About the Speaker:
Leigh Baldwin is the President and Wealth Manager of Leigh Baldwin & Co. and Leigh Baldwin Advisory, which he founded in 1991 and 2008, respectively. With 35+ years of experience, Leigh has managed institutional bond trading desks, run a publicly traded fund, and advised thousands of individual investors. He currently sits on multiple finance boards and brings a grounded, real-world perspective to financial behavior.
“Clients are pressing pause and that has ripple effects across estate planning. Let’s talk about what’s really going on, and what we can do about it, together.”
Why You Should Attend:
- 30-minute briefing from Leigh Baldwin
- Live open discussion with attendees: bring your questions!
Secure your spot now and hear what’s really happening behind the hesitation.
If you wait for clients to “feel ready,” you’ll be waiting a long time.
This Town Hall is your chance to get ahead of the silence, adjust your approach, and reignite your business.
