Theory of Constraints for Estate Planning Attorneys

By WealthCounsel Staff on Jul 31, 2017, 1:34:44 PM

Learn more on how the Theory of Constraints relates to your estate planning practice and your ability to achieve your goals.

A chain is only as strong as its weakest link. Unbeknownst to you, there could be several weak links right in your office. These weak links are “bottlenecks,” or practices that gum up the works of your firm. Another word for them is “constraints.”

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How to Hire & Train Your Estate Planning Staff

By WealthCounsel Staff on Jul 31, 2017, 8:30:00 AM

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Your staff is critical to your success whether you’ve recently opened a solo estate planning practice with a part-time assistant or run an established firm with attorneys, paralegals, and administrative support. If you can’t seem to get your legal marketing plan to work effectively or you’re struggling to maintain high levels of client satisfaction, the underlying cause may be your inability to hire and train the right people.

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Why Millennials are Essential to Growing Your Estate Planning Practice

By WealthCounsel Staff on Jul 24, 2017, 9:00:00 AM

It’s no secret Millennials are a little different. Most don’t prioritize the same traditional values as their parents and grandparents. The stereotypical Millennial is tech savvy, entrepreneurial, and socially conscious. On the downside, many people associate Millennials with job hopping, instant gratification, and sometimes poor work ethic.

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