Share
Law Firm Growth Podcast
Growing an Estate Planning Practice Through Win-Win Partnerships and Stellar Client Experience with Stephanie Prestridge
>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.
Resource Links:
- Connect with Stephanie on LinkedIn
- Get access to our Estate Planning Masterclass when you join our Law Firm Growth Secrets Facebook group
- Estate planning attorney? Stop sacrificing work-life balance and get more clients with Seminar 2.0
Stephanie Prestridge has a passion for serving her clients and it shows. She’s built up her client list to include first-round draft picks from all three major sports leagues (NFL, NBA, MLB), actors, musicians, and even one of the most followed Tik Tok influencers.
But Stephanie never planned to work in estate planning. When she graduated from college as a smart, young lawyer, she landed her first job in Maritime law. But after her grandfather received a devastating diagnosis, she decided to shift her focus to estate planning. And she created a thriving practice.
So, how did she do it? Stephanie gives credit to both her unique practice model and her philosophy on serving her clients.
In this week’s podcast, Stephanie Prestridge of Lineage Law joins us to discuss how her unique business model works - and why she uses it - and her philosophy on client experience.
Stephanie shares her origin story, how she gets clients and how she directs her employees to fulfill her vision. Plus, she shares the autoresponder message she uses that’s allowed her to maintain work-life balance.
There’s much more to learn in this episode about scaling your firm, so tune in now!
In this episode:
- 01:00 - Why Stephanie got into estate planning
- 08:22 - What makes Stephanie’s practice model unique
- 11:17 - How she created a win-win partnership with financial advisors
- 16:30 - Stephanie’s approach to difficult conversations
- 20:40 - Stephanie’s philosophy on serving her clients
- 23:01 - Measuring employee success
- 29:53 - The autoresponder Stephanie uses with clients
- 32:50 - What’s next for Lineage Law
Stephie owns and manages Lineage Law, representing individuals and families with estate planning, life insurance, and business-related legal issues. Stephie is married to her law partner, Michael Hoover, who -- not to be outdone -- also has a national practice focused on life insurance disputes. Together, Stephie and Michael have a teen hostage negotiator-in-training, Ava Grayce, and a future hopeful Roblox majority shareholder, Mason Michael. They live in Baton Rouge, Louisiana, but enjoy traveling frequently to explore new places. Stephie may be contacted at stephanie.prestridge@lineagelaw.com or at (225) 300-4776.
If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast.
More episodes
View all episodes
346. 60,000 Leads Per Month: What the CEO of Lawyer.com Knows That Small Firms Don't with Colleen Joyce
35:39||Ep. 34660,000 Leads Per Month: What the CEO of Lawyer.com Knows That Small Firms Don't with Colleen Joyce>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0345. Why Do Agencies Get Results for Some Clients but not Others?
14:04||Ep. 345Why Do Agencies Get Results for Some Clients but not Others?>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0344. 90 Minutes of Outbound Calls Generated $80K/Month (Here's the Math) with Molly McGrath
41:00||Ep. 34490 Minutes of Outbound Calls Generated $80K/Month (Here's the Math) with Molly McGrath>> Learn more at hiringandempowering.com>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0343. From Incremental to Exponential: The Magic Questions That Change Everything with Keith Ellis
36:44||Ep. 343From Incremental to Exponential: The Magic Questions That Change Everything with Keith Ellis>> Get Work Less, Scale Faster for free at keithellis.com>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0342. Why Your Team Is Managing You (And How to Reverse It) with Brad Farris
37:10||Ep. 342Why Your Team Is Managing You (And How to Reverse It) with Brad Farris>> anchoradvistors.com/self-leadership-assessment>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0341. How a Ruth Mannschreck Cut Her Hours in Half Without Losing Revenue (And You Can Too)
38:36||Ep. 341How a Ruth Mannschreck Cut Her Hours in Half Without Losing Revenue (And You Can Too)>> workfewerhours.com>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0340. The 13X ROI Channel Most Lawyers Ignore with Wilson Zehr
37:45||Ep. 340The 13X ROI Channel Most Lawyers Ignore with Wilson Zehr>> zairmail.com/speedy>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0339. Why the Finance Person Gets Hired Last (And Why That's a Massive Mistake) with Adam Beckman
34:44||Ep. 339Title>> financialsynergy.co>> Book time with Adam>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0338. Stop Asking for Referrals: The Science-Backed System That Actually Works with Stacey Brown Randall
37:26||Ep. 338Stop Asking for Referrals: The Science-Backed System That Actually Works with Stacey Brown Randall>> Check out Stacey's book, The Referable Client Experience.>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0