At IMS, we have a unique perspective on the business of estate planning law firms. After twenty-one years of working closely with attorneys in estate planning practices across the county, we see the big picture as well as the minutiae. We understand the challenges our clients face, and we also see the opportunities.
Every day, we are talking with your colleagues, gathering information and insights concerning marketing, staffing, systems and efficiency. These insights are often applicable to other practices. And while not every initiative works in each office, we have gotten really good at figuring out what is going to work on a global level and what is likely to succeed only in one particular law firm.
One thing that we do know from experience is that every law firm can benefit from strategic planning with the assistance of an outside person. Like, for instance, all of us at IMS!
During the course of an IMS private strategic retreat, attorneys take off their lawyer hats and focus instead on the business of their law firm. Removed from the day-to-day operations, interruptions and deadlines, it is possible to see the practice as a whole, with far greater clarity.
We also know that while you are engaged in practicing law is not the most ideal time to consider making large changes to the operations of your firm. Perhaps there are personality issues that you don’ know how to resolve. Maybe systems that you thought would be outstanding have proven to be a source of frustration and not a solution at all. Or maybe you simply never got around to having your lawyer videos done and realize that summer may be the perfect time to get this done.
So if you have thought about making changes, but haven’t quite been able to focus on them, or you are ready to make some changes but aren’t quite sure what those changes should be, we would encourage you to consider a private strategic retreat at IMS.
Here’s one easy step to take. Call James at 877-352-2021 ext. 80 and ask him what your colleagues in offices across the country are doing to boost their profitability and increase efficiency.