ESTATE PLANNING & PROBATE ATTORNEY MENTORING:
NEW LAWYERS, SOLO PRACTITIONERS, BOUTIQUE FIRMS

Are you ready to put an end to thinking about how you wish it were and take action? Take the step to find out more. Call 805-778-0600.

Legal Mentoring:

Legal Mentor, Diedre Wachbrit Braverman helps estate planning and probate attorneys set up their new practices, change and develop existing practices, and gain more control over their professional lives so they can achieve greater profits and overall fulfillment.  She is assisted by Bennett Braverman who brings years of experience practicing in common law property states (Diedre practices in the community property state of California).  This allows Strategic Attorney to offer legal technical best practices to attorneys in any state.  Bennett also assists participants in analyzing their accounting data and reporting so that they can understand their profitability.  He does this through the use of his ten years' experience as a law firm chief financial administrator.

Diedre has a special ability to explain complex concepts, build enthusiasm, and create structures that allow for optimal performance. She has been mentoring clients informally for years and loves to teach.  In fact, one of the most common praises she receives from clients is that she made everything in their plan understandable to them.

• Build the Practice You Really Want (we'll help you figure out what that is)
• Accept Clients in New Areas Knowing You Have a Mentor Behind You
• Step Forward Into a Designed Future That is Perfect For You

Areas of Impact through Mentoring with Strategic Attorney:

• Money - Wealth Building, Income, Financial Intelligence and Practice Financial Controls
• Legal Knowledge - Program and Course Recommendations, Legal Technical Mentorship, Straight Answers to Your Questions, Even Legal Research
• Marketing - Defining Your Unique Ability and Your Perfect Client, Creating a Marketing Plan That Works With Your Personality, Using Press Relations and Other Tools to Draw Your Perfect Clients To You
• Selling - Uncover Your Authenticity for More Effective Meetings and Presentations, Learn Tips and Tricks To Overcome Objections and Address Obstacles
• Team-Building - Bring Your Family, Your Employees and Contractors, Your Vendors, Your Referral Sources and Your Client Together With a Common Vision
• Balance - Balance among all the aspects of your life
• Confidence, Self-Trust, & Happiness - Living a satisfying, balanced, successful life

Experience how good it feels to practice the way you were meant to.

The Structure of Strategic Attorney's Mentoring Areas:

We view our mentoring as falling into three primary areas all of which are meant to drive profitability and satisfaction:

• Professional Development - Legal-technical knowledge building through mentoring on best legal practices in estate planning and related areas of law (including but not limited to conservatorship, probate, Medi-caid planning and eligibility/applications work, high-net worth planning, income tax strategies, trust administration and post-mortem tax planning, special needs planning, asset protection, planning for target groups such as young families, families with special needs, doctors & dentists, etc., use of ancillaries as tools of distinction, document storage options, and much more) and direction to CLE that will provide you with the best return on your investment of time and money
• Rain-Making - Marketing and Sales, including defining niche markets to target, use of press relations to increase your profile and your credibility, referral marketing over time (not just lunch), closing sales during consultations, setting realistic and stretch goals, and overcoming your own unique obstacles to dramatic success
• Practice Management - Understanding your profitability as a firm, by profit center, by client type, and in any way that you need to in order to target the most profitable markets. Developing and documenting firm practices that give you an efficiency edge and the knowledge that every client in your firm is getting the same best-practice treatment from you and your team. Choosing and really using the benefits of software in your firm that is cost effective, efficient and right for your goals.  Hiring, evaluating and firing in non-dramatic ways that keep your team lean and on task.

Diedre and Bennett work in person and via phone, accepting client nationwide.

Put an end to wishing things were different and take action. Take the step to find out more, email Diedre Wachbrit Braverman or call 805-778-0600.