We often talk to firms who start out strong using Academy systems and their sequential steps, but over time they unknowingly eliminate important steps in those systems. Here at the Academy, we call this the “drift” effect. For us, drift means a gradual change in position or a gradual deviation from an original course, model, method, or intention. If […]
If you are accredited with the Veteran’s Administration, there’s an opportunity to act quickly to help some of your clients. Background: The VA offers a valuable benefit to wartime veterans, i.e., those who served even 1 day in a time of war (which is much of the last century), served at least 90 days in […]
More and more, Americans are choosing to travel overseas. Sometimes, when they travel for business or pleasure, it just whets their appetite. While there aren’t many reliable figures, in 1999 the State Department estimated that between 3 and 6 million Americans are living abroad. In 2016, they estimated 9 million Americans living abroad. Here’s an […]
Every adult in the English-speaking world needs to read, and use, Before I Go: The Essential Guide to Creating a Good End of Life Plan by Jane Duncan Rogers. It’s a practical, comprehensive, upbeat guide to just about everything that needs to be addressed before you die. Like many of today’s death educators, Jane Duncan […]
There’s no shortage of blogs, articles, infographics, and “gurus” in the world today all graciously sharing their secrets to success for those of you out there who either desire to be a great leader one day, or perhaps are already in a leadership role and interested in improving your abilities. This is one such blog. […]
Often, people think estate planning is just for those who are elderly. While the elderly certainly need estate planning, estate planning is for anyone who cares what happens to them, their stuff, or their family. For someone who is young and healthy, estate planning may be the furthest thing from your mind. You may be […]
Last month I wrote about a new breed of advance directives specifically designed for people with late-stage dementia. This month, I want to shed light on a specific care decision for people with advanced dementia that is making its way into some of these documents and into end-of-life conversations. This care decision is VSED: voluntary […]
A conversion happens when visitors to your website complete a desired action that you want them to take. On your law firm website, that could mean downloading a piece of content, registering for a seminar, filling out a Contact Us form, or even calling your office. Your conversion rate is a simple calculation: the total […]
Those with special needs have unique challenges in life. But, there are special accounts available to individuals who were disabled before age 26. The Achieving a Better Life Experience or “ABLE” Act created ABLE accounts under section 529A. As discussed in the last blog, 529 accounts give preferential tax treatment when the accounts are used […]
You’ve built your firm website, sent out the mass emails, stayed on top of SEO, and maybe even invested in online ad placement. But what if there was a way to put your firm’s information and even breaking news directly into the hands of your target audience on a regularly scheduled basis? The answer is […]
Trying to grow a business, care for clients and keep up with industry changes can be impossibly overwhelming. Ask us for some free information on how we can help!
