Ernest Hemingway describes his writing methods in The Paris Review (1958), which include a chart of daily word output and a stand up desk. In his own words:
Do you have a fixed time when you begin wrapping up things up for the day?
Many of our clients leave their offices by 5:30 or 6:00 every day. Sometimes they take work home, but not often. With efficient systems in place, including document management, calendars, time billing and of course, a full suite of IMS marketing tools, their offices run smoothly. They are able to be involved with their family, active with their communities and lead balanced lives.
Yes, there are occasionally client emergencies or unexpected issues that come up, but these are the exceptions, and not the rule.
What does it take to run a successful estate planning practice?
Clients A steady flow of appointments of new clients and current clients who understand the value of keeping their documents up to date.
Staff Paralegals and administrative assistants who care about clients, quality of work product and presenting a unified team to your public, whether they are in the office or attending events in the community.
Systems Technology and office equipment is your infrastructure. If you are using out of date computers or software, you may lose a tremendous amount of time. Cybersecurity and automated backup systems should also be in place.
The Office Parking lots, reception areas, entry halls, bathroom facilities, conference rooms and offices all contribute to how your clients see you and your practice. If you bought an expensive coat from Neiman Marcus, you would expect the packaging to be perfect. Your clients notice, even if they are not conscious of it, or they notice and don’t say anything, but a frayed carpet or outdated décor has an impact on what they expect from you.
If you are finding yourself working past 7:00 PM more often than you and your family would like, you may need to make a change. Do you need another associate? A better work flow? We work with estate planning offices across the country, and our unique perspective and experience means that we can provide guidance in many different areas of your practice. Call James at 877-352-2021 ext. 80. If we can help, we’ll tell you how. If we can’t, we may know someone who can!