The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
With Leigh Baldwin
President & Wealth Manager
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.
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.
How have the past 6 months shaped the investing landscape? What’s the impact of the new administration, and what’s just media noise?
Are they investing? Holding? Selling? Leigh shares firsthand insights from across his advisory client base and what it signals for estate planners.
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.
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.”
This Town Hall is your chance to get ahead of the silence, adjust your approach, and reignite your business.
"*" indicates required fields