What is the greatest success you’ve had since joining LWP?
In a speech (before a large group of clients of a financial planning firm) using the “Estate Planning Essentials” workshop (along with examples of actual cases), we were fortunate enough to collect approximately $200,000 in revenues and we are continuing to add to the total due to maintenance plans, referrals from the financial planners of that firm, probate, etc. Of course, it is not just about the revenue. It is about helping so many people to make their own choice as to what they want to do to protect their family. We tell them we are Baskin Robbins - we tell them the flavors and toppings, and they simply tell us what they like.
What is your favorite LWP tool?
Although I do not know if a workshop is considered a tool, there is no question this has been fruitful for us. We have workshops every 3 weeks, and I can’t remember the last time we didn’t have a waiting list to attend (although we restrict the workshop to only around 30 people to keep it more intimate).
How has being part of LWP impacted your team and your practice?
We continue to work on our systems and processes. Everyone should know their role and how important they are to team success. The combination of teamwork and focus results in continued success and reaching new goals and heights.
Share something about yourself that most people don’t know about you.
When I was young (over 35 years ago – which merely shows that I am old), a friend of mine and I developed a formula for game in which your success was based on statistics of touchdowns, length of touchdowns, touches, etc. of pro football players. We were written about in professional football publications although there were already other “fantasy football” games in existence. We were young and had limited funds and did not pursue this although we thought others might enjoy it as much as we did. I still play this every year (looking forward to the draft) with some of the same friends.
What is your favorite book and how did it impact your life?
Although I don’t know if it would be considered my favorite book, Michael Gerber’s E-Myth is certainly a “must read” for all members of LWP. It certainly can change your life. I am presently reading “The Five Dysfunctions of a Team” by Patrick Lencioni with the hopes that existing team dysfunctions can be overcome.