The Estate Planning Profits Philosophy

“Getting the maximum return, for the least amount of expense, for the longest duration of time … on everything you are currently doing now, have done in the past … and will do in the future.” (Jay Abraham)

I specialize in helping estate planning professionals - lawyers, financial advisors, accountants and others - working in solo and boutique legal and financial services firms to uncover, monetize and leverage the marketing assets, distribution opportunities and profit centres they never knew they had.

In short - if you'd like to grow your practice using assets you already have, and without wasting money on advertising that probably isn't working, you're in the right place.

My favorite clients are progressive, forward-thinking professionals who are already doing well, but are looking to do even better - and get that "slight edge" over the competition that we all strive for.

I can show you how to get that edge, with my proprietary methodologies focused on you, your firm and the powerful relationships that estate planning advisory work brings with it.  

We can work face to face, on the phone/skype or by email.  As long as you and I get along together - and that's not negotiable, because we've got to be in this together - we'll make it work.
 
Unlike many other business and marketing consultants and coaches, I don't have a narrow "marketing only" focus.  I'm interested in your whole business, and how it can work better for you.
And because I've been in your shoes, I understand what many other consultants can't begin to appreciate - that although your firm is a crucial part of your life, it's not your whole life.

The most important question I'll ask you is "What do you need, right now, in your business and your life?"

Here's what I can offer you:

• business positioning advice

• strategic marketing help

• joint venture systems

• proven marketing campaigns

• past customer reactivation systems

• a sounding board for you and your partners, and mentoring for you and your staff

• an understanding of business, people and the pressures and constraints we all work under, and

• hope - for a better, more profitable future for your business and your family.

I'm very flexible in the way I work.  Whether it's a one-off consultation, a specific project that you want my input on, or maybe you're looking for someone who can work with you in building your business over the longer term.  Click here  for more information on the options available.

That's where we need to start.  And whatever your answer to that question is, I guarantee I can help you.

Give me a call on 0416 186430 (Australia) or +61 416 186430 (International GMT + 10 hours) or shoot me an email at richard@estateplanningprofits.com

I’m looking forward to hearing from you soon.

Cheers

Richard