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We welcome you as the first visitors to PracticeBuildersEP a site dedicated to the estate planner and support team.
We are excited to announce the merger of Eden Rose Brown’s Practice Development, Management and Marketing System with Laura Wilson’s Practice with Purpose Estate Planning Compendium of Practice Coaching, tools and strategies for a successful estate planning practice.
This merger has been a year in the making as we created two new practice sets—The Owner’s Series and the Practice Management Series. As an estate planning owner, you wear many hats. From cash management to business attraction, to human resources, to training, to client services, it all ultimately rests with you. As a practicing attorney, you are responsible for your share of the revenue for the firm, how the firm and you are perceived in the marketplace, and for delivering a quality, expedient, thorough service that results in a high value experience for your client.
Let us make it easier for you. The Owner’s Series, The Team Volume focuses on building a solid support team that understands what you want to achieve and how they fit in to process. Associates quickly gain perspective on their track to success through the Two-Year Associates Development Course Volume and the Owner’s Business Volume focuses on the management of a law practice.
Pricing your services is always a question that estate planners have. The answer begins not with a dollar sign, but rather what is your process for creating value? The entire process from the moment you have the first conversation with a prospective referral source, through the first client meeting, through the creation and delivery of services, through the funding and how you – on purpose – sustain a lifetime relationship with your client dictates your pricing model.
Eden and Laura understand that pricing begins with value. That value is expressed through your client’s experience throughout the estate planning process. The second series – The Practice Management Series – provides the building blocks towards a high value client experience. Business Development, The Trust Process, including Funding, Client Retention and Trust Administration Volumes provide a complete practice process that is flexible, unique, and easy to implement.
If you are within the first three years of your practice, these volumes will be an invaluable tool and resource kit on building a foundation that will grow with you and provide you the best result possible for your practice and your firm. If you are an established firm, your support team will appreciate seeing how other law firms manage the work flow and sustain a high client experience. No matter where you are at in your career, PracticeBuildersEP is a must have compendium of best practices.
WealthCounsel, LLC members understand the philosophy of value. We welcome you as our first invited guests and offer you our first complimentary download, Building Referral Relationships for a Lifetime.
Come back often as our site will continue to evolve, especially through the next few weeks. Join our Blog and bring your practice insights to share and problems to solve. We are here to support you!
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Eden Rose Brown and Laura Wilson |
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