Ep. 228 - Estate Planning Hypocrisy: Are You Sabotaging Your Own Success?

Struggling to convert leads and retain estate planning clients? In this episode, Ali shares a key but often overlooked success strategy in this coaching call excerpt – getting congruent.

Congruence means aligning your inner beliefs and personal actions with your external marketing message and business goals. Allison gives real examples of incongruencies that repel clients, like not having your own estate plan in order or avoiding money conversations with parents.

Even if no one can outwardly see them, these misalignments sabotage results. Ali advises looking within to identify any hypocrisy between what you say you can do for clients and how you show up personally.

Resolving incongruities boosts confidence and credibility. When you walk the talk as an estate planning attorney, more prospects will trust you to handle their plan. Getting congruent brings inner peace while also accelerating law practice growth.