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Building Trust and Legacy: Julia Dean’s Insights on Estate Planning and Client Care
Manage episode 504067484 series 3640356
A tartalmat a Viktoria Altman biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Viktoria Altman vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
On the BSPE Legal Marketing podcast, estate planning attorney Julia Dean shares her 30-year journey from litigation to creating a client-centered law firm in Texas. She discusses her intentional approach to estate planning, her unique Preferred Client Maintenance Program, and how building genuine client relationships has shaped her practice. This episode is packed with insights on marketing, referrals, leadership, and the importance of proactive planning.
Podcast Takeaways
- Design your firm around empathy and client comfort, not just billable hours.
- Use education-based marketing to connect with potential clients authentically.
- Build referral partnerships with CPAs, financial advisors, and community leaders.
- Add value through annual meetings and ongoing client education.
- Share personal stories to highlight why estate planning matters at every age.
- Focus on localized marketing to create stronger community trust.
- Provide tools like online storage and medical cards for client convenience.
- Strengthen leadership skills to grow your team and your firm’s impact.
- Pivot marketing strategies when campaigns fail—local trust matters more than broad reach.
- Encourage proactive estate planning to save families from costly, stressful court battles.
About Julia Dean
Julia Dean is the founder of Julia Dean Law in Texas, with over 30 years of legal experience. Her practice focuses on estate planning, probate, guardianship, and elder law, with a strong emphasis on client relationships, education, and legacy building.
About Viktoria Altman
Viktoria Altman is the host of the Law Firm Accelerator podcast. As a marketing professional, she helps attorneys grow their practices with innovative strategies and authentic client connections.
About BSPE Legal Marketing
BSPE Legal Marketing specializes in helping law firms grow with intentional marketing strategies, community engagement, and personalized client-focused branding.
Youtube: https://youtu.be/izEROVWawcg
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