Members of three EPiC peer groups, which convene in person on a quarterly basis, met in August for two days of focused analysis, reflection and brainstorming. Each group worked together to solve problems and better their own—and each others’—practices. We can confidently say that Q3 was a home run, given the average meeting score: 9.26Continue reading “Q3 Meetings Recap: Success with a Side of Sun, Sea and Big Sky Country”
EPiC Peer Groups will host a 1-day peer group simulation so that interested candidates can experience the solution firsthand. There is no charge for participating. We limit participation to make the session manageable and productive. The date of the session is Tuesday, June 7, 10 a.m.-4 p.m. CST. The session will be presented via ZoomContinue reading “Estate Planning Attorney Peer Group – Free Simulation June 7”
During our Q3 Meeting in August, we enjoyed a night on the lake with 3 of our groups (2 pictured here). Thanks, WealthCounsel, for joining us in sponsoring the night out. We had a blast!
At the conclusion of quarterly meetings, we ask each member to score the meeting. The average score for 2021-Q2 Meetings was 9.59, up from an average score of 9.21 for Q1 Meetings! Are you ready to join?
“We are all in the same boat in a stormy sea, and we owe each other a terrible loyalty.” —G.K. Chesterton “Birds of a feather flock together.” —John Minsheu, 1599 “None of us is as smart as all of us.” —Ken Blanchard “Surround yourself with people who can make you better.” ― Jim Kerr “If IContinue reading “History demonstrates that Peer Groups are essential to being a successful business owner.”
By Thomas M. Fafinski. Originally published in WealthCounsel Quarterly. “If I have seen further it is only by standing on the shoulders of giants.” —Sir Isaac Newton Does your law firm have a legacy plan? Most law firms are created in the same way that plumbers and electricians start their businesses, but rarely do lawContinue reading “Doctor heal thyself: Prescribe a peer group solution”
From my years of being involved with estate and business law firms, I have concluded that there are 4 stages of maturity for any estate and business law firm: Launch – The issues associated with the launching of a solo practice include determinations relating to location, niche, equipment and initial staffing. The peer group solutionContinue reading “The 4 Stages of Maturity of an Estate Planning Law Firm”