There’s an adage about being happily married: if you want to be happily married, spend your free time with happily married couples. Similarly, if you want to have a successful estate planning practice, spend your time with successful attorneys. It sounds simple, maybe too simple, but there is truth to it.
IMS clients who come to a strategic planning retreat are often struck by the similarities when they meet our other clients.
IMS clients tend to be estate planning firms that “get” the role that marketing plays in a competitive legal services market. They are willing to take the time and devote the resources to making sure that their law firm is visible on the web, provides superior service to clients and uses marketing data.
So we’re not surprised when we find that our clients have other things in common:
A work-life balance. When the law firm systems are in place, from document management to billing systems, our attorneys are not laboring into the wee hours on a regular basis.
Clients that value our attorneys. When you aren’t desperate for clients, you can say no to those who aren’t a good fit for your firm. It’s a win all around.
Profitability. This is one of our favorite byproducts; growing the practice, making it more efficient and making it more profitable is a shared characteristic of IMS clients.
Work ethics. IMS law firms are made up of attorneys, paralegals and administrators who understand the importance of their work. And this is not contradicted by their work-life balance. They get to the office on time, dig into their work, and care deeply about helping clients.
We host two kinds of strategic planning retreats. One is private, where the entire focus is on you and your law firm. The other is open to a limited number of participants, and gives you an opportunity to meet colleagues from around the country. Which one would be best for you? We suggest speaking with James, who can help you with this decision. Reach him at 877-352-2021 ext. 80.