Rick shares his experience as head of the National Network regarding what makes a successful estate planning attorney. He covers what clients and advisors to look for, as well as speaking directly to attorneys who may be considering practicing estate planning. Valuable information from each point of view is presented—and the surprising solution is we’re all looking for the same thing!
Show Notes
- The Lifespan Circle - 2:39
- Building a community of attorneys - 5:34
- Communication with clients - 10:45
- Some history about attorneys - 19:12
- Building plans that work - 21:06
- The truth about estate planning - 24:38
- Planning to do a symposium - 33:55
- As a client, you need an attorney that listens to you - 36:42
- An attorney with no-estate planning background - 40:39
- Doing training about estate planning - 42:28
- Teaching a new concept - 45:00
- The success of the plan - 45:55
- Helping people take a different approach about planning - 47:27
- Struggling financially - 50:22
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