You fight hard for the settlement. You win. The client is grateful…. And then the relationship ends.
In this episode, Sanford M. Fisch and Robert Armstrong introduce the Enterprise Law Firm model — a way to stop restarting at zero every month and step off the PI cash-flow rollercoaster. By strategically adding estate planning and wealth management as an ancillary business, they explain how firms can generate recurring revenue while deepening client relationships.
You'll learn:
- How to add wealth management work without advertising to the public.
- How estate planning naturally flows from a PI settlement.
- Why working on the business — not just in it — future-proofs your firm against AI and market shifts.
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