“Creating a Movement, Not a Moment” w/ Terry Clancy 293

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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