#456: Building a Thoughtful and Personal Client Experience, with Rachel Allums

Lawyerist Lab member and estate planning lawyer Rachel Allums knows that the client experience isn’t “one size fits all.”  

In this episode, Rachel Allums talks with Zack about her deliberate and thoughtful approach to client experience. Learn how she creates a personalized experience for every client by considering their age, family dynamics, comfort with technology, and more.  

Rachel delves into how she integrates both digital tools and traditional methods for efficiency and offers valuable advice on creating educational videos, seeking mentorship, and navigating the path to a successful estate planning business. 

Links from the episode:  

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.