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Ultimate Estate Planner @UCVo0jUXPIkA91Kvfb9cLpzQ@youtube.com

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With over 20 years of experience, we help estate planning at


02:31
TIP #26: Are You Making this HUGE Marketing Mistake?
01:50
TIP #25: Improve Employee Performance with This Simple, but Overlooked Technique
47:37
EPISODE #77 : Your Legal Practice, Simplified Insights from The Best Notary with Eli Angote
08:22
EPISODE #76: Pros and Cons of Servicing Multiple States and Jurisdictions
03:08
TIP #24: How to Get More Qualified, Pre-Closed Clients, Consistently and Efficiently
10:48
EPISODE #75: How to Assist Your Clients with Trust Funding Without Being a Money Loser for Your Firm
02:12
TIP #23: Setting Successful Firm Revenue Goals
14:09
EPISODE #73: Are Your Employees Taking Advantage of You and Your Niceness?
09:30
EPISODE #72: Investing in CE That Pays Off for Your Firm and Your Lawyers
02:13
TIP #22: Use This #1 Hot-Button to Market Your Estate Planning Services
13:00
EPISODE #71: My Top 5 Tips for Hiring in Today’s Job Market
11:25
EPISODE #74: Should You Be Advertising Will-Based Plans?
13:05
EPISODE #70: How to Hire Associate Attorneys Who Actually Grow Your Practice
02:08
TIP #21: Avoid This Big Business Mistake — Find Out How!
15:22
EPISODE #69: How to Create Holiday and Vacation Policies That Work for Everyone
08:20
EPISODE #68: Importance of Utilizing a Fee Schedule
02:20
TIP #20: An Efficient and Effective Way to Get More Clients
09:15
EPISODE #67: Do You Have a Proper Succession Plan?
18:59
EPISODE #66: Avoiding Estate Planning’s Biggest Time & Liability Traps
13:28
EPISODE 65: Top 5 Seminar Marketing Mistakes Estate Planning Attorneys Make
09:26
EPISODE 64: Who is Holding YOU Accountable, Attorney Business Owner
02:24
TIP #19: What ONLY 2 Things Every Attorney Should Ever Be Doing
17:49
EPISODE 63: Are You Burning Out? Practical Tips to Avoid Burnout
49:28
EPISODE 62: The Visionary Lawyer: Inside the Rise of a Multidisciplinary Powerhouse
02:24
TIP #18: A Low-Cost (Almost No-Cost) Marketing Tip for Estate Planning Lawyers
06:45
EPISODE 61: Too Much to Do and Can't Seem to Ever Catch Up? Clear the Bubble!
09:17
EPISODE 60: Google, Referrals, or Social Media? Where to Focus Your Marketing in 2025?
02:10
TIP #17: When Money is Tight, THIS Will Save You!
13:57
EPISODE 59: Why Every Estate Planning Attorney Should Be Doing Seminars
43:33
EPISODE #58: Estate Planning With Heart® with Patricia De Fonte
02:40
TIP #16: Set your practice up for success using this system of training!
20:05
EPISODE 57: High Turnover? 6 Practical Steps for Avoiding Employee Turnover!
19:04
EPISODE 56: Common Estate Planning Client Complaints—and How to Prevent Them
02:16
TIP #15: This simple but effective marketing technique will set you apart!
09:52
EPISODE 55: Top 2 Ways to Generate More Client Referrals from Professionals
04:53
EPISODE 54: The #1 Time Management Tip for Every Lawyer
02:26
TIP #14: If your website isn't giving you real revenue, these 2 key factors will turn that around.
14:36
EPISODE 53: From Solo to Scalable: Building a Team That Supports Your Freedom
15:58
EPISODE 52: Fire Yourself: How to Remove Yourself from Day-to-Day Operations Without Losing Control
02:04
TIP #13: Build your solo estate planning practice into a successful business! Here is what you need.
09:36
EPISODE 51: Why Financial Advisors Are Fed Up with Estate Planning Lawyers!
10:13
EPISODE 50: Estate Planning Attorneys: Why You Need to Become a Specialist!
02:04
TIP #12: The one thing every solo practitioner needs in their practice.
45:30
EPISODE 49: How to Successfully Leverage Virtual Assistants to Scale Your Law Practice
13:34
EPISODE 48: Best Practices for Introducing Remote Work Options for Employees
01:54
TIP #11: Do your clients and prospective clients know EVERYTHING you do?
14:00
EPISODE 47: The Cost of Compromise: Why You Can't Afford to Keep Mediocre Employees
47:08
EPISODE 46: The Art of Intake: EstateView Software Demo + Free Trial Offer
02:23
TIP #10: Get your practice on autopilot so you can take more time off and retire someday!
09:58
EPISODE 45: Summer-Revenue Generating Ideas for Estate Planning Attorneys
12:40
EPISODE 44: AI Meets Estate Planning Practical Uses Every Attorney Should Know
02:03
TIP #9: ALWAYS be compensated from ALL of your meetings!
05:36
EPISODE 43: The Mid-Year Check-In: Are You on Track with Your 2025 Goals?
07:07
EPISODE 42: No Time to Train Your Staff or Associates? No problem!
02:28
TIP #8: Don’t have time to train new staff? No problem!
06:32
EPISODE 41: Why Every Lawyer Should Be Accepting Credit Cards
08:00
EPISODE 40: Stop Getting Ghosted By Your Clients (and Prospects!)
02:24
TIP #7: Marketing is all about ROI and it's time to invest in it!
08:17
EPISODE 39: Why Every Estate Planning Lawyer Should Have a Documented Fee Schedule
15:31
EPISODE 38: Pros and Cons of Allowing Workers to Become Hybrid or Fully Remote