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The Marketing Lawcast

Jennifer Goddard & James Campbell

Released: 2025-04-17

Free New

49 Episodes

Audio

Free New

49 Episodes

Audio

Released: 2025-04-17

Most Recent Episode

Transforming Estate Planning with Heart: Attorney Amy Hsiao on Purpose-Driven Legal Services

Time: 31:34

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Estate Planning Attorney Amy Hsiao shares how she transformed traditional estate planning by creating a client-centered practice focused on keeping families out of court and out of conflict after experiencing firsthand how conventional methods failed her own family. Through her flat rate pricing model, ongoing support system, and dedicated funding coordinator, Amy helps growing families create estate plans that actually work when needed.

• Building a practice that goes beyond document creation to ensure proper asset protection

• Implementing a funding coordinator role to help clients properly title assets in trusts

• Creating a systematic approach to maintain client relationships through family milestones

• Offering a Family Care VIP program for annual plan reviews and updates

• Transitioning from big law IP practice to a sustainable, family-focused estate planning model

• Establishing a law firm that serves as a personal family lawyer across generations

• Leveraging marketing strategies that build long-term assets rather than transactional campaigns

• Achieving 20% revenue growth through targeted lead generation and conversion optimization

Contact Amy Hsiao at https://hsiaolaw.com to learn more about estate planning that works when your family needs it most.

Video version on YouTube

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Episode ID: 1000703881563

GUID: Buzzsprout-16991525

Release Date: 17/04/2025, 19:30:00

Description

Driving Success for Lawyers in Estate Planning, Elder Law and Special NeedsA growth acceleration podcast for attorneys to scale their firms to seven figures and more ... with host James Campbell, Chief Growth Officer at Integrity Marketing Solutions. Featuring interviews with leading legal professionals, financial and growth mindset experts, and providing marketing tips and hacks to grow your law firm, drive leads and close more business at premium fees.

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