Elder Law Marketing

The ElderLawAnswers Webinar Series

Elder law firms are unique to other fields due to the vulnerability of their clientele, the sensitivity of the cases and the inherent family dynamic.

The ElderLawAnswers Webinar Series will explore practice development, practice management, and client services with leading elder law attorneys, marketers and service providers

Explore our archives or register for an upcoming webinar.

Past webinars

View the video and materials

Tuesday March 4, 2014, Noon EDT

Little Known Tax Traps and Tricks (Deductions and Credits) for Clients Hiring In-Home Care

with Tom Breedlove

Description

Thomas Breedlove of Care.com's HomePay will speak on tax traps and tax benefits of hiring in-home help, including credits and deductions available to taxpayers, whether the person receiving the care or another person paying for the care.

Biography

Tom oversees marketing and strategic partnerships for the company. After a 20-year career in marketing and strategic planning, Tom joined the company to further our commitment to education and outreach. A keen listener and communicator, Tom focuses on understanding and addressing the wants and needs of families and their employees, as well as the household employment placement agencies and personal accountants they work with. Tom is passionate that delivering a consistently outstanding client experience is the key to successful marketing. He graduated from the University of Texas with a degree in Finance and a minor in Accounting. After hours, Tom enjoys sports, playing guitar and raising three teenagers with his wife, Marilyn.

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Thursday July 18, 2013, Noon EDT

Finding, Hiring, & Employing a Caregiver

with Tom Breedlove

Description

Tom Breedlove will share two decades of expertise about the financial and legal aspects of being a household employer as well as free tools and resources you can leverage as a Care.com HomePay referral partner.

Care.com connects more families with more caregivers than any other online destination. Our network of over 1 million care providers allows families and individuals to find the help they need, whatever the situation.

Through Care.com's domestic payroll, tax and labor law specialists at Breedlove & Associates, HomePay provides what every family with an in-home care situation needs - a no-work, no-worry solution to paydays, tax time and all points in between.

Biography

Tom oversees marketing and strategic partnerships for the company. After a 20-year career in marketing and strategic planning, Tom joined the company to further our commitment to education and outreach. A keen listener and communicator, Tom focuses on understanding and addressing the wants and needs of families and their employees, as well as the household employment placement agencies and personal accountants they work with. Tom is passionate that delivering a consistently outstanding client experience is the key to successful marketing. He graduated from the University of Texas with a degree in Finance and a minor in Accounting. After hours, Tom enjoys sports, playing guitar and raising three teenagers with his wife, Marilyn.

View the video and materials

Wednesday June 5, 2013, 2:00 PM EDT

Leveraging Social Media in Elder Law and Sr. Life Care

with Van Smick

Description

Learn how to increase your revenue and build a stronger connection to your clients with social media. Some elder law attorneys do not utilize social media as a marketing tool for their business and that is a mistake. Your clients use social media frequently and they WANT to learn about your services. Social mediate is an excellent way of reaching them with your messages.

Biography

Introducing The Success & Profits Advisor

  • Van Smick is a business advisor and he inspires and educates attorneys and other business owners to maximize their success & profits.He focuses on helping clients make more money, work fewer hours and create a winning team of employees. Over 50% of his clients are attorneys.
  • Van has worked with more than 50 firms in the US over the past 8 years
  • Prior to coaching, Van was a successful business leader in the high-tech and telecom industries
  • Van has an MBA from Babson College – the premier school for entrepreneurs. He graduated with honors and has coaches there to help create future business leaders for many years.
  • He is the former President of the Concord Chamber of Commerce and the Middlesex West Chamber.
  • He is an avid outdoorsman, athlete and teacher – Van has taught classes on sea kayaking, cross-country skiing and cooking – as well as having been a Visiting Instructor in Marketing at The School of Management in Paris, France.

He brings an enthusiasm for helping others and more than 25 years of coaching and business leadership experience.

Wednesday May 22, 2013, 2:00 PM EDT

Social Media for Lawyers: Getting Started Without Getting in Trouble

with David Harlow

Description

It is no longer a question of whether you should be using social media to connect with clients and referral sources, but when and how. A skilled user of social media has the opportunity to become a trusted resource, convener and influencer, while also leveraging these tools for reputation enhancement and relationship building. This session will provide tips on balancing the inherent tension between transparency and confidentiality, between openness and control, as well as navigating the requirements of ethical rules as they relate to social media initiatives.

Join us, and learn about the value of social media tools, the range of issues they present, and some key strategies for using these tools effectively.

Biography

DAVID HARLOW is Principal of The Harlow Group LLC, a health care law and consulting firm based in Boston, MA. His twenty-five years' experience in the public and private sectors affords him a unique perspective on legal, policy and business issues facing the health care community. David is adept at assisting clients in developing new paradigms for their business organizations, relationships and processes so as to maximize the realization of organizational goals in a highly regulated environment, in realms ranging from physician-hospital relationships to data privacy and security to facilities development to social media strategies to the avoidance of fraud and abuse.

His blog, HealthBlawg, is highly regarded in both the legal and health policy blogging worlds. He is a charter member of the external Advisory Board of the Mayo Clinic Center for Social Media and the Public Policy Chair of the Society for Participatory Medicine. He speaks regularly before health care and legal industry groups on business, policy and legal matters. You should follow him on Twitter.

November 15, 2012, 3:00 PM EST

Linked In for Lawyers

with Lew Sabbag

Description

Why Linked IN?
Where it all began - The Profile
Take the Basics to 100%
NEW Sections / NEW Updates / NEW Profiles
Connections - Build Your Network
Recommendations & Endorsements
Applications for Lawyers
+ More Advanced IDEAS
Groups * Answers * Company Pages * Linked In ADs

Biography

Social Media Strategist & Founder of Publish Today Media LLC

Lew's a passionate & driven entrepreneur, marketer, business coach & trainer. His mission is to make small business owners successful internet marketers by developing high performance websites and social media properties that generate leads and drive new sales. Lew and his teams have been integrating web properties with social media and proven brand and direct marketing strategies using the best performing tactics and creative thinking that helps people grow their businesses.

Lew graduated from Babson College in the first class of Entrepreneurial Studies Majors with a concentration in Finance. Currently he's the VP of Social Media & Community for the American Marketing Association/Boston, Organizer of the Boston Internet Marketing Meetup, A Charter member of Boston's ProVisors Chapter, Partner at Hidden Equity LLC and part of the founding team of BusinessPlusOne.com

Connect with Lew on:

Linked INhttp://www.linkedin.com/in/lewsabbag
Google+gplus.to/LewSabbag
& Twitterhttps://twitter.com/LewSabbag

View the video and materials

October 11, 2012, 1:00 PM EDT

How to Get Paid a Fair Price for What You Do

with Jan Copley

Description

Are you making as much money as you should be? Or are you really frustrated, feeling that you are working way to hard for not nearly enough money?
You might be your own your own worst enemy! You may be sabotaging yourself with how you price your services, find your clients, and manage your time. In this webinar, we’ll talk about how you can make more money without working harder!
Among other things, we will cover:

  • Setting your prices
  • Client selection
  • Case selection
  • Collections
  • The six rules of engagement
Join us for tips on making your practice more profitable.

Biography

J.D., Loyola Law School of Los Angeles
A.B., cum laude, Occidental College

Jan Copley practiced law for twenty-nine years, seventeen as a solo practitioner, and fourteen with a focus on estate planning.
Jan sold her practice in 2010. Although still an active member of the State Bar of California, she now works as a certified practice advisor with Atticus, Inc., providing coaching services to enable successful attorneys make more money and take more time off from their practices.

Ms. Copley has practiced estate planning since 1996. She works with her clients to create individualized plans that enable her clients to control their lives and their legacies. She also provides an ongoing maintenance program — called “Lifetime Services� — so her clients’ plans do not become obsolete as a result of changes in her clients’ lives or wealth, or changes in the law. Ms. Copley provides continuing education programs for her clients, their successors and advisers.

Ms. Copley served as law clerk to the Honorable Barry Russell of the United States Bankruptcy Court for the Central District of California. After she completed her clerkship, Ms. Copley practiced bankruptcy law and commercial litigation in the Los Angeles area, including with the Los Angeles branch of the second-largest law firm in the United States.

Ms. Copley has served as Judge Pro Tem for the Los Angeles County Unified Courts and on the Panel of Mediators for the United States Bankruptcy Court for the Central District of California.

Ms. Copley has served on the board of directors of the Women’s City Club of Pasadena and as an officer of the board of directors of the Blinn House Foundation.

To read Jan's blog, go to www.jancopley.com/blog.
Ms. Copley is married to Louis Steinhauer. Ms. Copley’s interests include bicycle riding (she has done a double century — 200 miles in twenty-four hours!), reading, cooking and travel. Ms. Copley and Mr. Steinhauer live in Pasadena, California

View the video and materials

September 19, 2012, 2:00 PM EDT

Top 10 Ways of Maximizing Your Profits in Elder Law/Life Care

with Van C. Smick

Description

Senior Life Care and Elder Law practioners have a unique opportunity to profit from the large number of baby boomers as they reach their "golden years". But you need to have the right strategies and systems in place. This webinar will present strategies and "best practices" which have helped many Elder Law/Senior Life Care business owners increase their profits. Topics include:

  • How to take control of your cash flow & profits
  • How to multiply your clients, revenue & profit
  • How to retain clients longer than you do today
  • How to turn your marketing and advertising into an investment, rather than an expense
  • How to work ON your practice instead of IN it

Biography

Van Smick is The Success & Profits Advisor. He brings an enthusiasm & passion for helping others - as well as more than 15 years of advising and business leadership experience.

  • Van educates and inspires attorneys, professionals and business owners to maximize their success and profits
  • He provides his clients with education, mentoring and the accountability to achieve their desired results
  • Van has an MBA from Babson College - the premier school for entrepreneurs - and coaches future business leaders at Babson
  • He is a Board Member and past president with two Chambers of Commerce
  • He is based on West Island in Fairhaven MA

May 15, 2012, 2:00 PM EDT

Why Selling is Hard for Lawyers (and What to Do About it)

with Stephen Seckler

Description

Most attorneys are not what you would call "natural born salesmen". In fact, many lawyers deliberately chose law school over business school because they wanted to become a "professional" rather than a salesman. But for those who end up in private practice, being a professional requires you to develop sales skills. Without the ability to generate work, there are limitations on how far your career can go. In an increasingly competitive marketplace for legal services, just being a great technician is not enough.

So what can you do to build your sales skills? What do you need to do in order to develop a selling mindset that does not conflict with your core beliefs? What are some of the ways that you are limiting your success by staying within your comfort zone and how can you change your behavior?

At this session, Stephen Seckler will engage in a dialogue with Harry Margolis about how to jumpstart your marketing efforts. You will hear practical tips that you can put to work immediately in building your own practice by developing a better marketing mindset.

Biography

Stephen Seckler is President of Seckler Legal Consulting and Coaching. He has been helping lawyers who want to get more from their careers for over 20 years. He consults with small to mid-sized law firms on marketing and management issues and coaches individual attorneys at firms of all sizes on marketing and career issues.

May 2, 2012, 4:00 PM EDT

Leveraging Relationships with Referral Sources

with Stewart Hirsch

Description

You've had coffees, breakfasts, lunches and don't understand why you're not getting enough referrals. In this interactive program, you will learn the practical skills you need to maximize relationships with clients, referral sources and contacts. Your Elderlawanswers peers will demonstrate networking in real time with referral sources – what works (and what doesn't) - while be coached and prodded by our guest speaker.

You may learn more about Stewart and his approach in these articles:
Reduce Stress: Stop Selling. Start Helping
Asking for Fees and Root Canals
Making a Referral By Transferring Trust

Biography

Stewart Hirsch
Facilitator www.strategicrelationships.com

After practicing law in firms and in-house at companies including T.J. Maxx/Marshalls, Staples, Welch's, Waters and Dun & Bradstreet, Stewart realized that he enjoyed developing business more than doing legal work. To pursue his passion for business/client development and stay connected to the legal world, Stewart launched Strategic Relationships. For more than 18 years, through one-on-one coaching and group training, he has assisted other lawyers with developing business and becoming trusted advisors to their clients. He also helps executives and in-house counsel with strategic planning and provides leadership coaching.

Stewart blogs regularly on www.trustedadvisor.com, where he offers advice on helping professionals improve their trustworthiness in business.

View the video and materials

April 10, 2012, 1:00 PM EDT

Convert: How to Convert Visitors into Potential Clients

with Aaron Fletcher

Description

Once you have users on your site, steps to take to convert visitors into clients. How to use "calls to action." How to follow up with a conversion campaign.

Biography

Aaron Fletcher
Vice President of Inside Sales, Caring.com

Aaron N. Fletcher is a law firm marketing coach, consultant, speaker and author. He has spent the last 18 years helping local businesses and lawyers become more successful and much happier through effective marketing.

Aaron has held senior-level marketing and advertising positions with several of the Nation’s top Internet and technology companies including Nolo.com and the Daily Journal Corporation.

View the video and materials

March 27, 2012, 1:00 PM EDT

Engage: Best Practices in Web Design and Content Creation

with Aaron Fletcher

Description

Best practices in web design. How to use videos and other forms of content to engage users. How you can make your content more engaging. What steps to take to make users spend more time on your site.

Biography

Aaron Fletcher
Vice President of Inside Sales, Caring.com

Aaron N. Fletcher is a law firm marketing coach, consultant, speaker and author. He has spent the last 18 years helping local businesses and lawyers become more successful and much happier through effective marketing.

Aaron has held senior-level marketing and advertising positions with several of the Nation’s top Internet and technology companies including Nolo.com and the Daily Journal Corporation.

View the video and materials

March 13, 2012, 1:00 PM EDT

Reach: SEO for the Elder Law Attorney

with Aaron Fletcher

Description

All you need to know about search engine optimization (SEO). How to get more traffic and reach more of your ideal clients. Where to be listed on both local and vertical directories. How to get links back to your site. And how to use social media sites.

Biography

Aaron Fletcher
Vice President of Inside Sales, Caring.com

Aaron N. Fletcher is a law firm marketing coach, consultant, speaker and author. He has spent the last 18 years helping local businesses and lawyers become more successful and much happier through effective marketing.

Aaron has held senior-level marketing and advertising positions with several of the Nation’s top Internet and technology companies including Nolo.com and the Daily Journal Corporation.

View the video and materials

February 28, 2012, 2:00PM EST

Marketing Lessons From The Movies

with Mark Merenda

Description

An entertaining look at the marketing and business lessons that lawyers can draw from popular movies and TV shows such as Patton, The Bob Newhart Show, Grounhog Day, Apollo 13, Hamlet, and Finding Nemo.

Biography

MARK MERENDA
President, Smart Marketing

Mark Merenda, President, founded Smart Marketing in 1994, after leaving a post in corporate America as president of a $17 million-a-year software company. Since that time he has built Smart Marketing into one of the country’s premier marketing firms for attorneys.

February 7, 2012, Noon EST

The Elder Law Office Marketing Blue Print

with Rajiv Nagaich

Description

How to create a blueprint of an effective marketing plan to take your law practice from under $200,000 to over $2,000,000 in under four years. Rajiv will share his personal experience, success and journey. He will show you the nuts and bolts of the core elements of a successful marketing plan, including:

  • What to expect from your marketing plan
  • How not to develop a plan
  • Develop an effective message
  • Get your name out(active v. passive)
  • Create a budget (time and money)
  • Develop and harness your database

Biography

Rajiv Nagaich
Senior Partner, Law Firm of Johnson and Nagaich PS

Rajiv Nagaich, an elder law attorney and senior partner with the Law Firm of Johnson and Nagaich PS, has developed a holistic legal practice that focuses on elder law and care issues which include legal, housing, financial, and care coordination disciplines.

Rajiv is on the board of the Center for Medicare Advocacy Inc. in Washington, D.C.

He is also a Board of Director of national and state chapters of the National Academy of Elder Law Attorneys, and is the founding member and past president of the Life Care Planning Law Firms Associations.

Rajiv is also the host of a popular call-in radio talk show (AgingOptions) that airs live in the greater Seattle area every Saturday morning from 10 a.m.-Noon on KTTH AM 770. The show also airs live nationwide via streaming audio (http://agingoptions.com/media/radio-show/).

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