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”
Tag Archives: estateplanners
Estate Planning Attorney Peer Group – Free Simulation June 7
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”
The 4 Stages of Maturity of an Estate Planning Law Firm
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”