https://4freedompractice.com/

 

Presenter: Craig R. Hersch, Esq., CPA

 

Using Automated Technological Processes to Overcome Rugged Individualism

 

Many attorneys in small and solo practices suffer from rugged individualism, meaning that we take on too many things that are outside of our unique ability. When we stay within our personal wheelhouse, we maximize profits and revenue. Learning to utilize affordable or free technological resources can unburden practitioners, giving them the freedom necessary to enjoy their practices and build a successful and motivated team.

 

Presenter Bio:

Craig R. Hersch is a national practice development expert who created innovative trademarked processes tied to his estate planning and administration practice, including The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander™ and The Transitional Event Sequence™. All of these unique processes are designed to provide his clients comfort and clarity when navigating the complex legal, tax and financial concerns associated with planning and administering an estate. Through the creation of The Freedom Practice™, Hersch licenses these cutting-edge systems to help attorneys around the nation better serve their clients and make their practice rise above others in the quickly changing and highly competitive legal marketplace. His practice development expertise is showcased in Trust & Estates Magazine, a national trade journal for attorneys, CPAs and financial advisors. He also writes a national column on their website- wealthmanagement.com. Craig was recently appointed to Trusts & Estates Magazine Editorial Advisory Board on The Modern Practice. Moreover, he hosts three podcast series geared towards estate planning professionals, clients and trust administrators, and authors a weekly estate planning column published in Sanibel’s Island Sun newspaper, which appears on his firm’s blog at www.sbshlaw.com/blog. Hersch is a Florida Bar Board certified eills, trusts & estates attorney, CPA, and has an entrepreneurial background as a founding shareholder and director of a private state-chartered trust company in Fort Myers, Florida. As a law partner with Sheppard, Brett, Stewart, Hersch, Kinsey and Hill, PA, he is the author of five books, Common Cents Estate Planning (2014), Legal Matters When a Loved One Dies (2015),The Florida Residency & Estate Planning Guide (2016), The Estate Planner’s Guide to Practice Development (2017) and Selecting Your Trustee (2017). His work appears in several professional journals, including The Practical Tax Lawyer, Trusts & Estates Magazine and The Florida Bar Journal. A graduate of the University of Florida, Hersch provides his expertise as a featured lecturer at continuing education programs sponsored by the Florida Bar, the Florida Institute of Certified Public Accountants, WealthCounsel, The Estate Planning Councils of Lee & Charlotte Counties, and The National Business Institute. Since 2005, Hersch participates in The Strategic Coach®, an international entrepreneurial coaching program based in Toronto and Chicago, creating business and marketing strategies he successfully implements into his law practice. His uniquely varied background in law, accounting, tax and finance enables him to deliver high-energy, dynamic speeches that provide lawyers, CPAs and financial firms with valuable information to apply in their own practices. He is married to wife Patti, and has three daughters, Gabrielle, Courtney and Madison of whom he is very proud.