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“How to Have the
Business, Income, and
Life You expected When
You First started
Your Practice…”
1 © 2016. Lawyers With Purpose, LLC.
Welcome Everyone!
© 2016. Lawyers With Purpose, LLC.2
WHAT YOU WILL GET…
© 2016. Lawyers With Purpose, LLC.3
Who Should Be Here and Why?
© 2016. Lawyers With Purpose, LLC.4
The LWP Story
© 2016. Lawyers With Purpose, LLC.5
Trapped…
© 2016. Lawyers With Purpose, LLC.6
© 2016. Lawyers With Purpose, LLC.7
Who’s to Blame?
© 2016. Lawyers With Purpose, LLC.8
There Needs to be New Thinking…
© 2016. Lawyers With Purpose, LLC.9
The Power of Systems
© 2016. Lawyers With Purpose, LLC.10
With systems in place…
© 2016. Lawyers With Purpose, LLC.11
© 2016. Lawyers With Purpose, LLC.12
Score!
© 2016. Lawyers With Purpose, LLC.13
How LWP™ Members
get there
Success
What people think
it looks like
How I got there
SuccessSuccess
12 Years = Overnight Success
© 2016. Lawyers With Purpose, LLC.14
© 2016. Lawyers With Purpose, LLC.15
Create a consistent cash flow produced by steady
flow of clients, leads, and referrals.
Set up your practice so you have dependable and
fully competent staff that you can…with total
confidence…delegate to.
Systems and processes to maximize your productivity
and efficiency!
What You’ll Learn Today…
© 2016. Lawyers With Purpose, LLC.16
Predictable Cash Flow
© 2016. Lawyers With Purpose, LLC.17
LWP™ Revenue Focuser
© 2016. Lawyers With Purpose, LLC.18
© 2016. Lawyers With Purpose, LLC.19
It’s worked for us…
And in the lives of many others as well!
© 2016. Lawyers With Purpose, LLC.20
“My banker is freaking GIGGLY with joy! I have 12
Medicaid applications this month, have cleared
$30K for January and am at $26,000 for Feb. only
18 days into it with 4 applications on the table. Plus I
have appointments for 4 more clients before next Friday.
Plus thanks to Dave’s $10K breakfast, I have 2 financial
planners on opposite sides of Houston with 5 clients and 3
clients, respectively, trying to set appointments for March (I
was told to consider them a done deal because they have
done the footwork for me). The system flat out works.”
- Sandra Ard, TX
“Giggly with joy!”
© 2016. Lawyers With Purpose, LLC.21
“The content is superb with typical high
standards of excellence. The fact it is so
tightly integrated across its 3 parameters
(legal technical, marketing, and practice
efficiency) is what I appreciate most.
I don’t know of another source where the “Find ‘em,
Mind ‘em, and Grind ‘em” of the business of law is so
well covered and integrated with original ideas and
systems to support my forward progress.
NO ONE puts it all together like this!!”
-Candace M. Pollock, OH
“NO ONE Puts it all Together Like
this!”
© 2016. Lawyers With Purpose, LLC.22
If you keep doing what
you’ve always done,
what do you expect?
© 2016. Lawyers With Purpose, LLC.23
© 2016. Lawyers With Purpose, LLC.24
• Vision
To create communities where people can protect what’s important to
them and where client-centered lawyers can be valued for the peace of
mind they help provide.
• Mission
To use our talents, systems, technology, and coaching to inspire
lawyers to have thriving client-centered practices that help the people in
their community protect what’s important.
• Identity
We are catalysts for thriving law practices that make a difference.
• Organizational Values
Learning  Possibility  Respect  Community
Creating a World…
© 2016. Lawyers With Purpose, LLC.25
Why We Created This…
© 2016. Lawyers With Purpose, LLC.26
Org 1 Org 2 Org 3 Org 4 Org 5 Org 6
Medicaid
& VA Training
Technology &
Systems
Document Creation
Systems
Special Needs
Training
Coaching Marketing
System
How many organizations do you
belong?
© 2016. Lawyers With Purpose, LLC.27
• Monthly Implementation for the first 6 months
• Innovative tools and strategies
• Grow your practice FAST through targeted
marketing and sales
• Hands on participation, tools, support and
accountability
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.28
Build Your Foundation
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.29
Build Your Foundation
The LWP™ Process
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.30
Build Your Foundation
The LWP™ Process
Time and Money
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.31
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.32
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
The LWP™ 5 Key Focusers
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.33
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
The LWP™ 5 Key Focusers
Client Centered Estate Planning Process
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.34
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
The LWP™ 5 Key Focusers
Client Centered Estate Planning Process
The Relationship Management System
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.35
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
The LWP™ 5 Key Focusers
Client Centered Estate Planning Process
The Relationship Management System
The Medicaid and VA Qualification Process
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.36
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
The LWP™ 5 Key Focusers
Client Centered Estate Planning Process
The Relationship Management System
The Medicaid and VA Qualification Process
The LWP™ Process Audit
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.37
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
The LWP™ 5 Key Focusers
Client Centered Estate Planning Process
The Relationship Management System
The Medicaid and VA Qualification Process
The LWP™ Process Audit
Adding to the Business
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.38
Build Your Foundation
The LWP™ Process
Time and Money
Client Enrollment Process
The LWP™ 5 Key Focusers
Client Centered Estate Planning Process
The Relationship Management System
The Medicaid and VA Qualification Process
The LWP™ Process Audit
Adding to the Business
Nursing Homes
“Practice of Your Dreams”
Implementation Program
© 2016. Lawyers With Purpose, LLC.39
• One Personalized Monthly Implementation Call
Exclusively for You & Your Team
• Weekly LIVE INTERACTIVE Tele-Classes
• Secure Members ONLY Website
• Weekly LIVE INTERACTIVE Systems, Processes
and Tools Training Webinars
• LWP™ Integrated Contact Management System
And…
Other “Practice of Your Dreams”
Program Elements
© 2016. Lawyers With Purpose, LLC.40
The Client Centered Counseling
Document Creation System!
© 2016. Lawyers With Purpose, LLC.41
First Year Value
Firm Hands-On Implementation Program $36,000
Monthly Teleconferences $9,000
Secure Membership Site $6,995
Weekly Training Webinars $5,200
Proprietary Contact Management System $4,800
Proprietary Document Creation Software License $7,200
Actual Value: $69,195
What’s All This Worth?
© 2016. Lawyers With Purpose, LLC.42
Firm Hands-On Implementation Program $36,000
Monthly Teleconferences $9,000
Secure Membership Site $6,995
Weekly Training Webinars $5,200
Proprietary Contact Management System $4,800
Proprietary Document Creation Software $7,200
Revenue Focuser Team Training $697
2.5-Day “Practice With Purpose” Program $7,995
2-Day VA Self Study Program $1,647
½ Day Special Needs Training $997
Actual Value: $86,531
What’s All This Worth?
© 2016. Lawyers With Purpose, LLC.43
You May Be Asking…
© 2016. Lawyers With Purpose, LLC.44
• You will see improvements in 1-3 months
• In 12 months you won’t even recognize your
practice
Our Guarantee and Promise
© 2016. Lawyers With Purpose, LLC.45
www.joinlwp.com
© 2016. Lawyers With Purpose, LLC.46

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How To Have The Business, Income & Life You Expected When You First Started Your Practice

  • 1. “How to Have the Business, Income, and Life You expected When You First started Your Practice…” 1 © 2016. Lawyers With Purpose, LLC.
  • 2. Welcome Everyone! © 2016. Lawyers With Purpose, LLC.2
  • 3. WHAT YOU WILL GET… © 2016. Lawyers With Purpose, LLC.3
  • 4. Who Should Be Here and Why? © 2016. Lawyers With Purpose, LLC.4
  • 5. The LWP Story © 2016. Lawyers With Purpose, LLC.5
  • 6. Trapped… © 2016. Lawyers With Purpose, LLC.6
  • 7. © 2016. Lawyers With Purpose, LLC.7
  • 8. Who’s to Blame? © 2016. Lawyers With Purpose, LLC.8
  • 9. There Needs to be New Thinking… © 2016. Lawyers With Purpose, LLC.9
  • 10. The Power of Systems © 2016. Lawyers With Purpose, LLC.10
  • 11. With systems in place… © 2016. Lawyers With Purpose, LLC.11
  • 12. © 2016. Lawyers With Purpose, LLC.12
  • 13. Score! © 2016. Lawyers With Purpose, LLC.13
  • 14. How LWP™ Members get there Success What people think it looks like How I got there SuccessSuccess 12 Years = Overnight Success © 2016. Lawyers With Purpose, LLC.14
  • 15. © 2016. Lawyers With Purpose, LLC.15
  • 16. Create a consistent cash flow produced by steady flow of clients, leads, and referrals. Set up your practice so you have dependable and fully competent staff that you can…with total confidence…delegate to. Systems and processes to maximize your productivity and efficiency! What You’ll Learn Today… © 2016. Lawyers With Purpose, LLC.16
  • 17. Predictable Cash Flow © 2016. Lawyers With Purpose, LLC.17
  • 18. LWP™ Revenue Focuser © 2016. Lawyers With Purpose, LLC.18
  • 19. © 2016. Lawyers With Purpose, LLC.19
  • 20. It’s worked for us… And in the lives of many others as well! © 2016. Lawyers With Purpose, LLC.20
  • 21. “My banker is freaking GIGGLY with joy! I have 12 Medicaid applications this month, have cleared $30K for January and am at $26,000 for Feb. only 18 days into it with 4 applications on the table. Plus I have appointments for 4 more clients before next Friday. Plus thanks to Dave’s $10K breakfast, I have 2 financial planners on opposite sides of Houston with 5 clients and 3 clients, respectively, trying to set appointments for March (I was told to consider them a done deal because they have done the footwork for me). The system flat out works.” - Sandra Ard, TX “Giggly with joy!” © 2016. Lawyers With Purpose, LLC.21
  • 22. “The content is superb with typical high standards of excellence. The fact it is so tightly integrated across its 3 parameters (legal technical, marketing, and practice efficiency) is what I appreciate most. I don’t know of another source where the “Find ‘em, Mind ‘em, and Grind ‘em” of the business of law is so well covered and integrated with original ideas and systems to support my forward progress. NO ONE puts it all together like this!!” -Candace M. Pollock, OH “NO ONE Puts it all Together Like this!” © 2016. Lawyers With Purpose, LLC.22
  • 23. If you keep doing what you’ve always done, what do you expect? © 2016. Lawyers With Purpose, LLC.23
  • 24. © 2016. Lawyers With Purpose, LLC.24
  • 25. • Vision To create communities where people can protect what’s important to them and where client-centered lawyers can be valued for the peace of mind they help provide. • Mission To use our talents, systems, technology, and coaching to inspire lawyers to have thriving client-centered practices that help the people in their community protect what’s important. • Identity We are catalysts for thriving law practices that make a difference. • Organizational Values Learning  Possibility  Respect  Community Creating a World… © 2016. Lawyers With Purpose, LLC.25
  • 26. Why We Created This… © 2016. Lawyers With Purpose, LLC.26
  • 27. Org 1 Org 2 Org 3 Org 4 Org 5 Org 6 Medicaid & VA Training Technology & Systems Document Creation Systems Special Needs Training Coaching Marketing System How many organizations do you belong? © 2016. Lawyers With Purpose, LLC.27
  • 28. • Monthly Implementation for the first 6 months • Innovative tools and strategies • Grow your practice FAST through targeted marketing and sales • Hands on participation, tools, support and accountability “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.28
  • 29. Build Your Foundation “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.29
  • 30. Build Your Foundation The LWP™ Process “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.30
  • 31. Build Your Foundation The LWP™ Process Time and Money “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.31
  • 32. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.32
  • 33. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process The LWP™ 5 Key Focusers “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.33
  • 34. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process The LWP™ 5 Key Focusers Client Centered Estate Planning Process “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.34
  • 35. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process The LWP™ 5 Key Focusers Client Centered Estate Planning Process The Relationship Management System “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.35
  • 36. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process The LWP™ 5 Key Focusers Client Centered Estate Planning Process The Relationship Management System The Medicaid and VA Qualification Process “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.36
  • 37. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process The LWP™ 5 Key Focusers Client Centered Estate Planning Process The Relationship Management System The Medicaid and VA Qualification Process The LWP™ Process Audit “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.37
  • 38. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process The LWP™ 5 Key Focusers Client Centered Estate Planning Process The Relationship Management System The Medicaid and VA Qualification Process The LWP™ Process Audit Adding to the Business “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.38
  • 39. Build Your Foundation The LWP™ Process Time and Money Client Enrollment Process The LWP™ 5 Key Focusers Client Centered Estate Planning Process The Relationship Management System The Medicaid and VA Qualification Process The LWP™ Process Audit Adding to the Business Nursing Homes “Practice of Your Dreams” Implementation Program © 2016. Lawyers With Purpose, LLC.39
  • 40. • One Personalized Monthly Implementation Call Exclusively for You & Your Team • Weekly LIVE INTERACTIVE Tele-Classes • Secure Members ONLY Website • Weekly LIVE INTERACTIVE Systems, Processes and Tools Training Webinars • LWP™ Integrated Contact Management System And… Other “Practice of Your Dreams” Program Elements © 2016. Lawyers With Purpose, LLC.40
  • 41. The Client Centered Counseling Document Creation System! © 2016. Lawyers With Purpose, LLC.41
  • 42. First Year Value Firm Hands-On Implementation Program $36,000 Monthly Teleconferences $9,000 Secure Membership Site $6,995 Weekly Training Webinars $5,200 Proprietary Contact Management System $4,800 Proprietary Document Creation Software License $7,200 Actual Value: $69,195 What’s All This Worth? © 2016. Lawyers With Purpose, LLC.42
  • 43. Firm Hands-On Implementation Program $36,000 Monthly Teleconferences $9,000 Secure Membership Site $6,995 Weekly Training Webinars $5,200 Proprietary Contact Management System $4,800 Proprietary Document Creation Software $7,200 Revenue Focuser Team Training $697 2.5-Day “Practice With Purpose” Program $7,995 2-Day VA Self Study Program $1,647 ½ Day Special Needs Training $997 Actual Value: $86,531 What’s All This Worth? © 2016. Lawyers With Purpose, LLC.43
  • 44. You May Be Asking… © 2016. Lawyers With Purpose, LLC.44
  • 45. • You will see improvements in 1-3 months • In 12 months you won’t even recognize your practice Our Guarantee and Promise © 2016. Lawyers With Purpose, LLC.45
  • 46. www.joinlwp.com © 2016. Lawyers With Purpose, LLC.46

Hinweis der Redaktion

  1. Thank you for joining us today….we have a lot to cover in a short amount of time!!!! So, 1st things 1st--- PLEASE do yourself a favor and Make sure you have a pen and a pad of paper ready so you can take notes, because I am going to be sharing with you how to get to the practice, income & life you always dreamed of. I PROMISE you are going to learn A LOT of great tips that you can take back to your practice and implement immediately.
  2. I want to welcome everyone, we have well over 200 attorneys with us today and want to congratulate you for carving out 1 hr of your time from your busy practices, we truly appreciate what it took for you to get here! My name is Molly Hall, I am a Co-Founder of Layers With Purpose. Get ready for an incredibly hour. I’m going to do everything I can to show you how we reveal everything that has allowed over hundreds of law firms across the country mirror what my partners (with live, operating law practices) have done to: Streamline their practices, increase revenue and avoid malpractice - all while working fewer hours and enjoying more time to spend with their families and serve their communities. Create targeted marketing and sales efforts so their practices grow reliably, predictably, and QUICKLY….for us that means controlled growth NOT disruption & massive change for the sake of money! Build lasting relationships with referral sources and strategic partners - ensuring their clients stay loyal AND work on their behalf referring their friends over and over again! If you’re at your computer, please take copious notes. But let me warn you, don’t surf the internet, don’t check your email and pay close attention because any one of the tips I’ll be sharing during this webinar could solve your inconsistent cash flow and show you how to get clients to see your value and gladly write you checks, thank you, give you hugs and refer their friends.”
  3. What attendees on the webinar will get from this hour...... First, the “LIVE LABS” model. My partners are practicing attorneys just like you, they are seeing clients everyday & have faced the challenges of getting the phone to ring, getting clients to hire you (and pay you for what you are worth!) AND have created viable successful practices that are no fully dependent on them– they have a team centric approach. Our model is about Helping people while making money! we have trained close to 1,000 law firms across the country over the past 15 yrs. We want to share how we do it so you can see how to create purpose in your own practice and provide for your family without working 80 hours a week.” AND the process to get there. Lawyers with purpose is about becoming intentional, focused and having all the systems, processes, legal technical, marketing & team building and training… ALL integrated, working together to provide exponential results with no extra energy required – We have ALL heard over and over….. ‘Work smarter, not harder’ but today we are going to show you how to do that!”
  4. So let me tell you who this webinar is for today and why is it so important….. We’ve spent a lot of time putting this presentation together to help out other attorneys who have faced the same struggles and challenges we have. Most of the time, the attorneys we know really want to help people, want to enjoy what they do and want to bring respect back to the legal profession and be recognized for the good they do. But besides the lack of respect, it’s not easy to make a go of it as an attorney these days. After working your tail off to pass the bar, you tend to believe that once you hang out that shingle, clients will begin to pour in. And when (and if) they do, all they do is complain that you don’t return their phone calls and take too long to get their work done. law school failed to teach attys how to run a business. In fact, we have found while law school taught you how to think like a lawyer, it shattered your ability to think like an entrepreneur. you can be a great lawyer and a great entrepreneur - but it requires different skills and knowledge. We believe it’s a huge disservice by NOT getting this information out there for lawyers. Because when people go in and meet with legal counsel and that attorney doesn’t have the tools to really convey the value that they’re going to provide to them…and they walk out of the office without saying yes, that’s doing a disservice to the people who really do need a lot of help. You really do have a moral obligation to make sure you communicate the value you provide to society. And when you do this…with the help of very clearly defined strategies, tools, and systems – it not only makes your job easier and more profitable, it helps you help more people.
  5. I’d like to tell you a little bit about how my partners, Victoria collier and Dave Zumpano got started. Their stories are very empowering and I know may of the hundreds of attorneys on this call can resonate with… Like many of you---victoria collier Graduated and started her own practice right out of law school in 2002. she went to all the CLEs, purchased basic software, and worked really long hours. She felt Chained to her desk, if you will. A prisoner of her work. Although she was making great money, she felt like she “owned a job”. She hired an associate, made that associate a partner and it freed her up…FINALLY…she was free to focus on all the “business owner” stuff she dreamed of….but only for a short time b/c that partnership eventually dissolved and she had to pick up from where he left off…quickly!!!. It was once again, human dependent vs. systems dependent. So naturally her cash flow and time suffered. I remember meeting Victoria at a NAELA conference in Vegas in 2011 (9 yrs. after hanging her shingle and operating by blunt force trauma day in and day out), Victoria is a lengend in every elder law national elder law circle, she is the nations leader in VA Pension Benefits Training for lawyers. But after sitting down over meal with her at that conference, I realized she was just like every other attorney I had the privilege of meeting over the past decade, she had a business that was based on the “brain surgeon” model…her expertise and personal excellence and Intellectual brilliance. As Dave shared what he had build in his practice and for law firms across the country with MPS previously, Victoria shared how her firm was human dependent, other than the VA , of course. If any member of her team left, she had to be out of the office for a long period of time (which happen more often than not with her busy national speaking schedule) her prospective clients, hires and/or production was impacted. It was relief for her to know there was another way. Now that unites Dave’s story… I met Dave back in 2001, he had just joined the NNEPA and I was his practice development coach. I remember his story like it as yesterday and the real live pain he had in his eyes about what brought him to seek the NNEPA….he had a healthy solo practice. Their struggles were not that of a typical law firm….getting the phone to ring and/or covering payroll at the end of the week. Their struggles were more so with getting the clients services in a consistent, systematized way. I remember meeting Dave when he was sharing of all the success his firm was having, primarily in the area of Medicaid (back then about 13 yrs ago when nobody would touch Medicaid with a 10 foot pole!) when he got to the part of the story about what brought him to seeking a national organization where he knew he didn’t have to do it on his own….One day out of the blue, Dave secretary's father-in-law dropped dead of a heart attack and she was out for three weeks. His practice shut down. All because one person was out. he didn't even know how to turn on the computer. Cash flow and work stopped.he survived but began to think, what if it was me? An accident or something worse? –how would his wife and children survive? Where would his pay come from? What would happened to everything he’d worked so hard to build?....I hear this from attorneys all the time.
  6. Both Dave and Victoria felt very trapped…they were both more than “start ups”..they were equally several years into starting their own practices… it was when they began to steadily grow…and had people they could depend….Live happened, family crisis occurred…their survival, growth and plans were impacted…in the drop of a dime…and they quickly realized they had businesses that were HUMAN dependent….and they were quickly “dragged” back in & locked behind the “administrative” bars!
  7. What they both discovered…both unexpectedly…years apart from one another…. but with the same impact….without a system, without a network, without on-going support – a lawyer will always be on the hamster wheel to nowhere. ALONE. Feeling like its groundhog day, owning a job. I’ve personally witnessed this with the hundreds of law firms I have coached….this way of operating…. You’ll reach a cap on the annual income you can earn… You’ll become frustrated, burned out and disenfranchised with the legal profession… And odds are you’ll quit or work miserably for decades, negatively affecting the people around you – including your clients, your family and your community.”
  8. Attorneys tend to blame themselves that they don’t have what it takes to run a business…they don’t have a masters in business.. But that’s not realistic. The reality is that law school does not teach students how to develop and manage a business. you are taught how to read law, interpret law and advocate for our clients. you are not taught that you can do more, faster, more efficient, with fewer problems and mistakes if you have a system. Instead, you are taught to put your practices together like a quilt – with distinct pieces you have to sew together yourselves – (1) learn the law (2) go to CLEs (3) network with other lawyers (4) marketing is distasteful (5) return phone calls (6) join community organizations. Even professional legal organizations fall short of truly mentoring and providing the necessary information, network, resources, and education for lawyers to be successful.”
  9. Dave realized he needed new thinking. He found out by default that he didn’t have any real systems in place to work for him---it was tribal knowledge and dependent on him . His cash flow and productivity were at risk to the whims of his employees and his living was subject to his ability to work – either one of which could change on a dime without his consent or input. So he started to research and found a national estate planning organization that helped solo lawyers have access to other attorneys. After joining it, he had a network of lawyers to talk with and share concerns, planning ideas and practice management ideas.
  10. And that was when the MAGIC BULLET fell in his lap. At that natiaonl organization , we were introduced to the E-Myth by Michael Gerber. We brought in this keynote speaker that gave everyone a copy of his book. On the plane ride home Dave understood it was not a book you could just read, you had to live it. And he did, beginning the very next day when he walked into the office.   If he wanted his law firm to grow, it was essential he had to embrace systems and processes…he knew he was beginning to explode.   he had to become system dependent, not person dependent. He hired an international systems & communication expert.. Whom followed him around for 3 .5 years…every client meeting, internal team meeting, speaking engagement. Everything from how to get the phone to ring to enrolling clients into an annual maintence program were systematized.
  11. Having a set of systems working for you gives you the greatest confidence that your work product is accurate. It creates confidence in your staff because systems eliminate discretionary decisions based on mood or environmental influences. Systems allow you the confidence and ability to Take more time off and know things will get done, competently Identify the most efficient team members and those that don’t belong. And, most importantly… Have a law firm you can sell when you want to retire
  12. Yes, It was a long and winding road without a lot of direction. In less than one year in the national organization Dave became a stand out member and was asked by the head of the national organization to train the lawyers on what he was doing for success. he was able to show lawyers that Medicaid planning is estate planning and it is essential to any attorney practicing in this area of the law. he was also able to show them how to delegate to their staff successfully by using systems. After completing two programs for the national estate planning organization (with over 150 attendees), the average success of the attendees was 682% growth. Let me say that again, 682% growth. After that began the story of now, after 15 years of training lawyers in success, is Lawyers with Purpose he knew he couldn’t build the systems on his own, After meeting an internationally renown communication and training expert, he learned systems and processes had a methodology and there was a systematic way to create and implement them. he worked with the expert, side by side for 3 ½ years. Everything he learned, everything he built – all went back to work into his practice. And the difference made by embracing systems is mind-blowing…”
  13. With systems in place his staff began working as a team, excited to have systems in place (they hated the uncertainty of making decisions and mistakes and didn’t like to take his valuable time to ask questions). The clients could sense this and were happier. Through the client acquisition system, they cut their wasted consultation hours down by 7 hours per week on average. And when Victoria brought her already successful best practice approaches in 2012– with her national VA program- that combined with Daves systems and processes he has been building….created a direct conversion rate increase to 83% within the first month of Victoria and has remained at 83% or greater each month. she has said her firms monthly cash flow has become more steady and reliable. And her professional referral sources love the new way we’re practicing and feel more confident in sending clients to them instead of our competitors.
  14. After 12 years of building systems and processes and Dave using his CPA background to integrate the necessary systems to manage cash flow and marketing, dave and Victoria have each grown their personal practices that operate without them but one that they equally enjoy working in. They have a positive impact on their clients and their community. They love seeing clients more than ever. Their clients actually bring them brownies and cookies and they actually smile and laugh with them during their design and sign planning meetings. Their unreliable past ways of running a law practice can save thousands of attorney (with or without team) the jagged path they took and get them on a path of consitency, ease and joy….not a magic bullet but a guaranteed, proven results path…they’ve done the heavy lifting. It wasn’t easy creating those systems. they took a lot of wrong turns, hit dead ends, and the going was slow, painful, and extremely difficult to implement with many staff left along the way and, thank God, now we have a real integrated team.”
  15. Before they had a systems based law firm, it felt like the attorney and staff were all individual islands doing their own job functions, NOT a team with a common goal/purpose. Every attorney that calls into LWP tells me they want a practice that operates by systems and processes…and relies on key people that are trained in their roles, each one having a unique ability applied…that can free them up at the entrepreneurs, to focus on getting out in the community and getting the phone to ring…with qualified prospective clients and referrals sources, they want to educate to motivate people to take care of their families and their stuffs. But they know they cant do it all alone…and they don’t want too . The LWP Practice model allows attorneys to not only derive personal satisfaction but I’m free them up to best help the communities they serve.
  16. SO TODAY WHAT YOU WILL LEARN…. Systems and processes to maximize your productivity and efficiency – and end the constant “reinventing of the wheel every day” which creates confusion, destroys morale, and costs you precious time and money
  17. There’s so much to cover on this topic and we could go on for hours. Instead, I’d like to focus on one strategy we’ve used to great results and we know will work for you too.
  18. The Revenue Focuser, it is THE greatest tool that transformed Dave and Victorias practices and still does today. As the name indicates, it’s all about helping you focus on the activities that generate revenue. Their teams conducts the exercise annually, every december. And I have personally coached over 300 law firms on this exercise alone across the country…. (don’t talk about it here, move to next slide!!!!!!!!!!!!)
  19. The Revenue Focuser is a tool to help you identify the services you provide that clients write you checks for. It helps you focus on the amount you are paid, the time it takes to accomplish it and the staff needed to ensure it’s done timely. The end result is you will know your EXACT law firm efficiency and identify what areas of your practice needs to be focused on to achieve your goals. The average efficiency of law firms, who complete the exercise, is between 20-25%. So, that becomes your base line for improvement. You can back into how many new matters you need each month, how much attorney team, staff time and the average fee so you can build a cash flow driven calendar each week vs. just “tricking” yourself that your uber busy with appointments but at the end of the week you don’t have any checks in your hand!
  20. While many people rely on different theories to succeed, our LWP law firms conduct the Revenue Focuser exercise at the end of every year to identify their current reality. The entire exercise takes only 90 minutes to complete (you can get a free download on our homepage of our website under “FREE RESOURCES” BUT don’t take it from me…..thousands of attorneys have shared what the intentional revenue and systems driven model has done for their practice. I’d like to share a few…”
  21. MOLLY: “Sandra Ard from Texas said, ‘My banker….’” (Titles need not be read as they appear within the quote)
  22. MOLLY: “And Candace in Ohio shared….”
  23. I’m not sure why you showed up today…. It could be because you’re feeling like you’re trapped in that same hamster wheel, working endless hours with little to show for it and your practice going nowhere fast. It could be because every day’s a new set of challenges with your staff – it’s chaotic, frustrating, and nobody’s happy because no one is truly working to their full potential and they know it. It could be because money’s tight, revenues are flat or falling, and it seems that no matter what you to bring in new clients and business every new nickel is a struggle.
  24. Bottomline, You really have two choices:   You can do it slow, trial and error like Dave and Victoria did a collective 15 years… but it’s the slow way. Your other choice, and since you’ve gotten to this point, is you want to focus on law (what your extraordinary at!) not building systems. The fastest way is to take a nuts and bolts, proven A to Z system and put that to work for you. And our solution for that is what we call the Lawyers With Purpose “Practice With Purpose” Program.  
  25. read Vision read Mission read Identity read Values Our goal in creating LWP™ was to provide Systems, Technology and Coaching to Inspire Conscious Law Firms to Create Viable Businesses and More Effectively Serve Their Communities – to achieve the vision we share. And really Leveraging the systems, experience, and expertise gained from our own personal experience – the three of us together created “Lawyers With Purpose” – LWP™ – with all this in mind
  26. As I've said at the beginning, this is more than our business, it’s our passion. We love what we do – and we want to finally see attorneys not only gain the respect they deserve, we want to see them prosper accordingly for the good they do as well and be more impactful to their communities. But it’s such a challenge. We know… for many of you, every day is a roller coaster between HOPE and DESPAIR. Not knowing who to trust… who to give you the straight scoop on strategies and systems that many say the words but few, if any, have a PROVEN solutions to growing your practice that has been tried tested, tracked AND PROVEN. That’s why we’re here. To put an end to all that. You will finally realize you can OWN a business and be an entrepreneur. You will have hope, confidence and a path forward you know you can count on.
  27. I have been coaching & talking to attorneys for 18 yrs now. What I hear from them (and the staff that support them) is that is, they want to avoid having so many different organizations or ways to get what they need to help their clients. They want a “1 stop shop” where everything is all integrated into one coordinated system. And That is the goal of LWP….let me walk you through our system here….. QUICKLY Review the system
  28. I have coached lawyers for over fifteen years, including Dave for the first seven years of his practice transformation, let me tell you how we utilize those skills to help lawyers actually succeed……It all centers on a comprehensive, an ongoing monthly Implementation Program customized to your practice to implement the LWP™ Systems and Tools that will get you the greatest impact fast. Then we help you implement all the other systems and tools to get the Practice of Your Dreams. Let me share with you some of the most impactful details.
  29. Molly: “Build Your Foundation – here is we’re going to start laying the foundation for your practice. We’ll set up calls, walk you through the LWP™ members ONLY website, schedule your Practice With Purpose Practice Enhancement Retreat week (5 Day In Person Training – Comprehensive 2.5 of Onboarinng bootcamp– over 12 focus sesssions, Practice profitability summit– money plana nd ends with a personal and professional development day). Everything has been carefully designed and orchestrated to ensure you get the best results in the fastest time possible!”
  30. Molly: “Then we’ll go deep and wide into The LWP™ Process – Then we will go through how to integrated and Implement every area of your practice and create your Team Approach to reach goal. We’ll cover the tools involved, including how to empower your team to take ownership, we’ll experiment with the software and create sample documents and opinion letters. Step by step you’ll quickly build the expertise necessary to put the LWP™ system to profitable use.”
  31. Then we’ll start building your intentional path and begin to create “Time and Money” – We’ll work with you & your team to build your weekly Time Template, safeguard you from the “The 7 Threats to Your Time” and support you with focusing 80% of your time on your top 3 revenue producing activities that only you can do as an EP atty. This is hands down one of my FAVORITE activities with you and your team– this is really where the rubber meets the road and things start to really click with the team and they begin to see what it means to be an entrepreneur in an entrepreneurs world!”
  32. “Then The Client Enrollment Process - Then we’ll move on to how to properly handle a lead once it come in your office, how to enroll the prospect into becoming a lifelong, referring client. We’ll also uncover best-kept secrets on how to confidently, consistently enroll clients… this is when you will start to see profits begin to soar!”
  33. “The LWP™ 5 Key Focusers - Then Together we’ll create a plan to begin Profiting by Operating Efficiently Using The 5 Key Focusers! Why is it important for the attorney to EMBRACE the 5 Key Focusers into the practice? To measure the results of your marketing efforts by category To ensure a prospect that contacts your office is scheduled To ensure your workshops motivate prospects to schedule appointments and track your hire ratios To have accountability for follow up of those that don’ t hire you on the spot, we find 20% of those who are followed up with will hire you Most importantly, to track your firm cash flow”
  34. “Then we’ll move on to The Client Centered Estate, disability, Elder Life Asset Protection and tax Planning Process - this is how to utilize the CCS that generates the documents the client chooses. The Client-Centered Estate Planning will go through ALL the ins and outs of conducting a successful (i.e., check in hand) Design to create the custom necessary documents to accomplish the client’s goals identified in the Vision Meeting.”
  35. “THEN…my personal FAVORITE, The Relationship Management System - All about professional and referral relationships – building them to last a lifetime! We’ll review Relationship Management System Reporting including the “My 10” and “My Key” weekly reports to track your best referral relationships, talk about how to get private workshops, how to distinguish yourself in the marketplace and finally start working with synergistic referrals sources that not only SUPPORT the fees that you quote but provide endless 3rd party credibility to you and your firm. Most attorneys don’t have an endless marketing budget and this is EXACTLY how Dave started out his practice. In only two meetings a week, Dave has been able to build a multi-million dollar law practice. Other current members have had the same success.”
  36. “The Medicaid Qualification & application Process - Review with you and your team, and lay out for you how you will carry 95% of the Medicaid and VA Process, which is music to every attorney’s ear!” And the GREATEST thing attonreys tell me all the time…our software only one the industry that does the VA app…can charge, under 12 mins.
  37. “Periodically, we will conduct an audit with you and your team to track your progress with all the LWP™ systems, tools and processes to support your focus cash flow and profitability.”
  38. “Another ongoing feature is Adding to the Business, When to Hire Fire or Reposition Employees and How to Hire Competently - It’s definitely getting to be fun now…we’ll look at your growth path and conduct an audit to see if you have the right people in place to support it. You will conduct a firm efficiency audit as well as go through a fantastic exercise on The team approach to reach goal. We supply you with, and review, complete job descriptions for a traditional LWP™ law firm and create an organization chart that EVERYONE on the team is crystal clear about and, I dare say, is EXCITED ABOUT. Honest. We’ll also cover effective delegation to make sure each role is focused on the priorities to bring the greatest, responsible growth to your practice.”
  39. “Put your seat belt on…When your firm is ready, we will move on to “How to Get in the Door with Nursing Homes” - We’ll look at the opportunities offered with Nursing Homes (and all facilities for that matter), Review the Value Prop for the Nursing Homes, the Materials that MUST be used when meeting with a Nursing home, and your strategy to not only get in the door, start working with Nursing Homes but actually position yourself that have them asking you to prescreen all their admissions!” “As you can see, this Implementation Program is not something just thrown together – this is a serious, practical, and meticulously engineered program designed from the get-go to help you achieve maximum results and maximum success…whatever that means for YOU! It’s hard to assign any kind of numeric value to ongoing hands on firm implmentaion like this. I have seen other companies charge $250-$500 per hour per person. If you have two staff, that’s $750-$1500 per month. That easily pencils out to at least $36,000 or more in the first year. But it’s not going to be that… and we’re still not done describing the program…”
  40. “Other elements of the “Practice of Your Dreams” program include: One Monthly Personalized implementation calls with you and your team to keep you focused on your firm’s goals. Almost 10 monthly LIVE interactive teleconference offerings – available to you and your entire firm ($750 x 12 = $9,000 a year!)– that’s $750/month. Secure membership site where you’ll get access to ALL our proven tools, systems, marketing materials, checklists…everything we use and profit from…The whole shebang…Priceless, but we’ll put a value of $6,995 on it= that’s $583 a month. Weekly webinars for you and your team going over the tools, systems, processes, answering questions about what that came through your doors that week – you won’t EVER feel out of the loop or underserved because we will literally hold your hand you’re your teams hands every step of the way. Value $5200+--- $100 a week for this!!!!! LWP™ Integrated Contact Management System is easily $300-$400 per month for another $4800 per year”
  41. The lynch pin of the entire system is the LWP™-CCS. We’ll also give you a full Software License to our proprietary legal practice software – this is the only software, in the industry, that’s systematized into the overall selling system. This software includes wills, ancillary documents, Revocable Trusts, the revolutionary iPug Protection Trusts that allow clients and business owners to maintain control and protect their assets from creditors and predators and are all Medicaid compliant. You also get a 1st & 3rd Party Special Needs Trust, a VA Trust and TAP™ Trust that’s our Irrevocable Tax Trusts that’s an ILIT and more. You also get all the forms and tools necessary to serve your elder law clients like care agreements and promissory notes. It’s the only software solution that does the VA application (in under 12 mins) wills, trusts, non-taxable estates, client enrollment system, presentation to deliver/ speakers notes, course binders, handouts, marketing in the bag (ads, radio commercials, etc. –- all tested, extremely successful, the good stuff). The most significant thing we hear from attorneys using this, “if I just follow the tools I won’t screw this up.” It offers complete protection to Lawyers – because if you “Follow the tool, you follow the law.” It’s not just a tool, it’s an entire system that gets things done for you legal, safely, effortlessly. Most attorneys have to belong to 3 or 4 legal organizations to get all this. With LWP™, it’s all included in one integrated system. A Value = $7,200
  42. “So, you get… (review)
  43. “So, the total value of 1 year is $86,531. That’s about $7,200/month.”
  44. “You’re probably asking yourself – “Sounds great, but is now the time?” Well, frankly, this may not be right for you. Naturally you’re convinced that putting systems in place for your practice is the only way off that hamster wheel to nowhere…and you see the value here…but rather go this on your own at your own pace, like you have been, and chart your own path. I have attorneys call me everyday that did that for years. And when they finally make the leap of faith and join us and fully implement…they FINALLY have a tried/tested/proven path and plan that enables the to grow their business. If you are committed to staying focused and take the series of steps necessary to create the Practice of Your Dreams, we have all this systems, processes, tools, and weapons ready and able to put to use to build your practice today. And as a member of LWP™, you get everything from day one with the implementation coach to guide you and your team.”
  45. But, you can’t come in half-baked. We request a 12 month commitment. Success requires intentionality, focus and commitment. You will see improvements in 1-3 months and in 12 months you won’t even recognize your practice. But, we practice what we preach. We will show you how to enable clients to see your value to hire you over and over. We guarantee it and the ‘Practice of Your Dreams’ is everything we’ve said or we will give you 100% Back Guaranteed, No Questions asked – so the only risk to you is if you don’t try it. Naturally, your license to use all materials and software would end at that point.”
  46. “Go to www.joinLWP.com so you can begin the process and, most importantly, the 1st step in a series of intentional integrated actions toward achieving the Practice of Your Dreams. If that sounds good to you, then sign up now: www.joinLWP.com” “And, remember ITS ALL IN THERE…..there’s no hidden costs-its all included – the 5-day in-person retreat, marketing, presentations, workshops, the software, legal technical support/programs/training I want to thank you for joining me on this program today!