Growing an Estate Planning Law Firm

What does it take to run an estate planning firm for over 30 years while staying as authentic to yourself as can be? This episode features Andrew Rosenberg, an Estate Planning Attorney from South Florida. We explore the process of writing his book “If You Don’t Plan, You’re Stupid,” culture and relationships within Rosenberg Law, as well as maintaining boundaries in a professional setting. Andrew shares with us his unique way of employing humour and transparency within his interactions, and maintaining strong, authentic relationships with clients. There are also two very charming dogs here.

Timestamps

- 00:01:08 - Intro

- 00:02:18 - Writing “If You Don’t Plan, You’re Stupid”

- 00:07:28 - Finding a Readership

- 00:08:56 - More of Writing “If You Don’t Plan, You’re Stupid”

- 00:13:20 - Reading Level and Legalese

- 00:18:07 - Humour with Clients

- 00:25:30 - Boundary with Clients and Staff

- 00:28:29 - Chasing After Clients

- 00:33:42 - Dealing With Pricing Objections

- 00:38:04 - Relationship With a Clients’ Family

- 00:42:06 - Qualification and Disqualification Criteria

Resources & Downloads

📥 Growth Playbooks:

https://tinyurl.com/y8uk44fr

📊 Book a Strategic Law Firm Growth Audit:

https://tinyurl.com/3k7dzhca

Meet the Guest

Andrew Rosenberg is an estate planning, elder law, and probate located in Coral Springs, Florida with over 30 years of legal experience. Known for his approachable, humorous style and blunt trademark "If You Don't Plan, You're Stupid," Andrew runs an innovative legal practice focused on strong client relationships, practical marketing, and accessible legal education.