In this interview, Personal Family Lawyer® Firm Leader Richard Klein reveals how he added estate planning to his existing real estate practice and with it, built a half-million-dollar business in under a year, despite starting with zero knowledge of trusts and estates.
Richard shares his journey from grinding 16-hour days, 7 days a week in a high-volume transactional real estate practice, to serving families at a deeper level through the addition of our Life and Legacy Planning® service model.
💡 Watch and learn:
● How a real estate attorney with no estate planning background added $45K/month to his law practice in less than a year. ● Why adding estate planning to an existing practice is one of the most powerful ways to continue to serve clients. ● How Richard got $10,000 on his first estate planning client with zero objections. ● The mindset shift that took him from resistant to asking for help, to fully crediting it as the reason for his success. ● Why every person in your existing client base is already a potential estate planning client. ● How the PFL® system gave Richard the structure, support and confidence to make the transition without starting from scratch. ● The unexpected reward of relational law for heart-centered lawyers who want to use their law degree for good. ● How to go from a high-volume, low-margin practice to serving fewer clients at a higher level while earning more.
