“Creating a Movement, Not a Moment” w/ Terry Clancy 293
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Show Notes
This week we have Terry Clancy as a guest on the podcast! Terry focuses her practice exclusively on Estate Planning in Oak Park, IL. Prior to starting her law practice, she worked as an Assistant State's Attorney in the Cook County State's Attorney's Office between 1991-1998 and again between 2006-2017. (Between 1998 and 2006 she was a stay at home mom).
Watch the recording here.
7:20 getting started with video
8:32 starting to get clients
13:54 client avatar
16:23 system to further your practice
17:20 tech stack
18:00 future growth vision
21:25 planning for growth
Terry's Estate Planning Jeopardy Game
Jim’s Hack: Daniel Pink’s new class on selling.
Terry’s Tip: Get an estate plan! Use your software for what it’s not originally marketed for.
Tyson’s Tip: Zoho social for social media scheduling.
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