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Craig R. Hersch
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Press Play On Into A Eye-Opening Full Audiobook On Your Commute.
Perpetual Wealth by Craig R. Hersch
Please visithttps://thebookvoice.com/podcasts/2/audible/253465to listen full audiobooks. Title: Perpetual Wealth Author: Craig R. Hersch Format: mp3 Length: 8 hrs and 28 mins Release date: 09-15-25 Ratings: Not rated yet Genres: Personal Finance Publisher's Summary:
2025-09-15
8h 28
Begin The Full Audiobook Everyone Is Talking About — So Powerful!
Selecting Your Trustee by Craig Hersch
Please visithttps://thebookvoice.com/podcasts/2/audible/248432to listen full audiobooks. Title: Selecting Your Trustee Author: Craig Hersch Format: mp3 Length: 3 hrs and 11 mins Release date: 09-12-25 Ratings: Not rated yet Genres: Education Publisher's Summary:
2025-09-12
3h 11
The MaxLife Podcast with Ben Laws
#14: He Survived a Triple Bypass Mid-Ironman Training — And Everything Changed with Craig Hersch
Craig Hersch was a peak-performing attorney and Ironman athlete… until a sudden triple bypass cracked everything open. In this powerful conversation, Ben Laws unpacks the real transformation—how mortality rewired Craig’s priorities, relationships, and business legacy. If you’re addicted to doing, this episode might just save your life—or your purpose. This is the MaxLife podcast.Guest BioCraig R. Hersch is a nationally recognized estate planning attorney, author, and practice development expert. He is the Senior Partner at the Sheppard Law Firm in Fort Myers, Florida. A Florida Bar Board Certified Wills, Trusts & E...
2025-05-29
1h 21
16 Sunsets
Anatomy of a Firecracker
Getting the 100 tonne space shuttle orbiter from the pad to orbit demanded a launch system like no other before it. A huge external fuel tank containing hundreds of tonnes of liquid hydrogen and liquid oxygen fed the orbiter’s three powerful main engines. But that wasn’t enough to lift the fully fuelled shuttle off the launch pad. Two towering booster rockets, bolted to the fuel tank, were needed for most of the necessary thrust. Compared to the Apollo Saturn vehicles, this was a novel and complex configuration of rocketry. Designing and building the shuttle launch system required multiple engineeri...
2025-01-30
1h 01
Teammate AI Podcast
AI's Role & Future in Law
Teammate AI podcast 008 - Craig Hersch Revolutionizing Law: AI's Role and Future in Law In this dual podcast episode, AI innovator Evan Ryan, founder of Teammate AI, and renowned estate planning attorney Craig Hersch explore the transformative power of AI in the legal industry. They discuss the automation of mundane tasks, allowing lawyers to focus on more meaningful work. Evan outlines his strategy for integrating AI into daily operations while Craig shares how he's already leveraging AI to enhance client interactions and reduce workload. This episode delves into practical AI applications, such as automating case summaries and generating content...
2024-10-30
1h 01
The Dream Architect Life: Where Money and Mindset Meet
Maximizing Your Retirement Through Estate Planning with Craig Hersch (Ep.67)
Think estate planning is just about what happens after you’re gone? Think again! It’s a vital life plan to help you shield wealth, minimize taxes, and set your family up for success. Today on The Dream Architect Life Podcast, Bryan Sweet interviews Craig Hersch, a seasoned estate planning attorney and strategic coach. They discuss the upcoming changes in estate tax laws, particularly the sunset provisions set to take effect in 2026. Craig shares insights on advanced estate planning strategies, the importance of timing, and how to identify qualified estate planning attorneys. Craig discusses: How imp...
2024-10-09
48 min
Repair The Roof - Estate & Retirement Planning Podcast
Florida Community Property Trust For Ohio Resident and The Upcoming Estate Tax Cliff with Craig R. Hersch | Repair the Roof Podcast
Did you know that Ohio residents have the opportunity to leverage some of Florida's unique tax advantages? Listen in as tax attorney Craig Hersch from the Sheppard Law Firm does a deep dive into the Florida Community Property Trust statute.Along with our host Ted Gudorf, he and Craig share how owning trusts in Ohio (and other common law states) can help you achieve a full step-up in basis for capital gains tax purposes upon a spouse's death, potentially eliminating those capital gains taxes for your heirs. Even Ohio farmers who own highly appreciated land can take...
2024-09-03
34 min
The Freedom Practice Podcast
Tip of the Week: Expanding Your Orbit to a Bigger Future
Expanding Your Orbit to A Bigger Future Many argue that there’s not a definite process to achieve success within your estate planning practice. I beg to differ. Not only can you follow the seven steps that I’m about to describe, but you can constantly repeat and upgrade them to attain your firm’s next level. Step […]
2021-10-14
00 min
The Freedom Practice Podcast
Tip of the Week: Expanding Your Orbit to a Bigger Future
Expanding Your Orbit to A Bigger Future Many argue that there’s not a definite process to achieve success within your … Tip of the Week: Expanding Your Orbit to a Bigger Future Read More »
2021-10-14
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Is Your Practice a 24/7 Job or the Career You Imagined
Is Your Practice a 24/7 Job or the Career You Imagined? When I graduated from law school, I imagined an almost utopic vision of what my law practice and life would look like. An endless supply of happy clients. Eager, helpful staff. Free time to enjoy my family and hobbies. Great money. When reading this, […]
2021-09-24
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Is Your Practice a 24/7 Job or the Career You Imagined
Is Your Practice a 24/7 Job or the Career You Imagined? When I graduated from law school, I imagined an … Today’s Practice Tip: Is Your Practice a 24/7 Job or the Career You Imagined Read More »
2021-09-24
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Taking Care of Yourself in Stressful Times
Taking Care of Yourself in Stressful Times If you owned a million-dollar racehorse, you’d feed it the best diet, give it plenty of exercise, training, and ensure it had enough … Today’s Practice Tip: Taking Care of Yourself in Stressful Times Read More »
2021-09-14
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Taking Care of Yourself in Stressful Times
Taking Care of Yourself in Stressful Times If you owned a million-dollar racehorse, you’d feed it the best diet, give it plenty of exercise, training, and ensure it had enough sleep. You’d take all necessary steps to protect a major income-generating investment. Aren’t YOU that million-dollar racehorse? I understand that your estate planning practice is going gangbusters due to proposed tax legislation and clients’ mortality concerns. You might be working sixty-hour […]
2021-09-14
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Automating Your Practice on the Cheap
Automating Your Practice on the Cheap Gina, who’s been my logistics support team member for many years, has a daunting … Today’s Practice Tip: Automating Your Practice on the Cheap Read More »
2021-09-10
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Automating Your Practice on the Cheap
Automating Your Practice on the Cheap Gina, who’s been my logistics support team member for many years, has a daunting job. Not only does she keep the calendars straight for four attorneys, but she also schedules conference rooms, calls clients to remind them of their next-day appointments, prepares new files, inputs new matters into our […]
2021-09-10
00 min
The Freedom Practice Podcast
Today’s Practice Tip: What Motivates Millennials and Gen X?
What Motivates Millennials and Gen X? Are Millennial and GenX individuals tough to manage? Is it fair to categorize anyone, … Today’s Practice Tip: What Motivates Millennials and Gen X? Read More »
2021-09-08
00 min
The Freedom Practice Podcast
Today’s Practice Tip: What Motivates Millennials and Gen X?
What Motivates Millennials and Gen X? Are Millennial and GenX individuals tough to manage? Is it fair to categorize anyone, as we’re all different, with different skills, propensities, and motivations? When I first arrived at my firm, I was the youngest attorney. Most of the support staff was older than me, composed mainly of Baby […]
2021-09-08
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Avoid My Firms Costly Marketing Mistakes
Avoid My Firm’s Costly Marketing Mistakes How to spend marketing dollars? None of us have unlimited resources, yet so many … Today’s Practice Tip: Avoid My Firms Costly Marketing Mistakes Read More »
2021-09-03
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Avoid My Firms Costly Marketing Mistakes
Avoid My Firm’s Costly Marketing Mistakes How to spend marketing dollars? None of us have unlimited resources, yet so many choices. Social media? Google ads? I’m now writing “Social Media Advertising – What I Wish I Knew Before Engaging a Specialist” for publication in an upcoming issue of Trusts & Estates Magazine, where I’m on […]
2021-09-03
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Answering the Big Q: How Much Do You Charge?
Answering The Big Q: How Much Do You Charge? How does your firm answer a common question posed at the first call to your firm, “how … Today’s Practice Tip: Answering the Big Q: How Much Do You Charge? Read More »
2021-08-31
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Answering the Big Q: How Much Do You Charge?
Answering The Big Q: How Much Do You Charge? How does your firm answer a common question posed at the first call to your firm, “how much do you charge?” Of course, the answer depends upon several factors, including the time, expertise, and complexity necessary to satisfy a client’s estate planning goals. But saying so doesn’t often satisfy the inquiry. Instinctively you, or your staff who first interacts with the prospect, might mention your lowest fee, “Our revocable trust plans start at thirty-five hundred dollars…” so […]
2021-08-31
00 min
The Freedom Practice Podcast
Today’s Practice Tip: The Best “Salesman” in Your Law Firm Intuitively has a Process
The Best “Salesman” in Your Law Firm Intuitively has a Process How do you replicate it to multiply your results? Do you have a client engagement process, or does it flow however the meeting transpires? You might be excellent at engaging a client, but are your law partners and associates as successful? Is there a script your […]
2021-08-27
00 min
The Freedom Practice Podcast
Today’s Practice Tip: The Best “Salesman” in Your Law Firm Intuitively has a Process
The Best “Salesman” in Your Law Firm Intuitively has a Process How do you replicate it to multiply your results? Do you … Today’s Practice Tip: The Best “Salesman” in Your Law Firm Intuitively has a Process Read More »
2021-08-27
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Estate Planning Attorneys Commonly Give Away Value for Free
Estate Planning Attorneys Commonly Give Away Value for Free And expect to get paid handsomely for what clients don’t value! I … Today’s Practice Tip: Estate Planning Attorneys Commonly Give Away Value for Free Read More »
2021-08-24
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Estate Planning Attorneys Commonly Give Away Value for Free
Estate Planning Attorneys Commonly Give Away Value for Free And expect to get paid handsomely for what clients don’t value! I … Today’s Practice Tip: Estate Planning Attorneys Commonly Give Away Value for Free Read More »
2021-08-24
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Your Biggest Obstacle to Progress is You
Your Biggest Obstacle to Progress is You But do you realize the two distinct categories of challenges you face? I … Today’s Practice Tip: Your Biggest Obstacle to Progress is You Read More »
2021-08-20
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Your Biggest Obstacle to Progress is You
Your Biggest Obstacle to Progress is You But do you realize the two distinct categories of challenges you face? I … Today’s Practice Tip: Your Biggest Obstacle to Progress is You Read More »
2021-08-20
00 min
The Freedom Practice Podcast
Today’s Practice Tip: Employing Millennials – Leadership & Time
Employing Millennials – Leadership & Time Despite raising three daughters – two of whom are Millennials and one a Gen … Today’s Practice Tip: Employing Millennials – Leadership & Time Read More »
2021-07-29
00 min
The Freedom Practice Podcast
Practice Tip: Transformations & Liminal Space
Transformations & Liminal Space European anthropologists Arnold van Gennep (1873-1957) and Victor Turner (1920-1983) studied rites of passage – the … Practice Tip: Transformations & Liminal Space Read More »
2021-07-26
00 min
Healthy Advisor
Transparency with Diana B.: How a Life-Threatening Discovery Can Change Your Practice
One incident can change everything. Everything you once believed in, and worked towards can be turned upside down. In this installment, guest host David Lenok, senior wealth planning editor at wealthmanagement.com, sits down with Craig Hersch, estate attorney and CPA. Craig shares his story of suddenly discovering he had a life-threatening cardiac problem, and how that changed his life and practice. In this episode, you will learn: When Craig first suspected something was wrong and how he reacted The enhancements Craig had to implement for his business after his surgery Why you should be...
2020-11-18
27 min
Your Kickstarter Sucks
Episode 172: Kick It Under The Fridge
Too Many Doggos? Is there EVEN such a thing? Well, some Fun Haters around the web think so. Let's get em!! We will be spending as little time as possible on Reddit-like terminology such as that, and as much time as we can possibly justify on why I'm right that all chain pizza is scientifically indistinguishable. Plus, we've got the next generation of Ice Cube Technology, a thing seemingly designed for fast food guys to review shit in their car, and a movie that manages to be so stupid that it's not even funny to watch. And finally, the...
2020-10-26
1h 29
Inwood Art Works On Air
Live N' Local With Jamie Reynolds
Jamie Reynolds is a Canadian pianist, keyboardist and composer who has lived in New York City since 2005. He graduated with honors from the University of Toronto in 2004, where he studied with David Braid, Mike Murley, Phil Nimmons, and many others. Jamie moved to New York in 2005 when he was awarded multiple Canada Council grants to study privately with Fred Hersch and Craig Taborn. He has also received professional development grants for touring in 2012 and for recording his album Counterpart in 2013. Jamie has performed at New York's top jazz clubs and has toured extensively in Canada, the U.S., and...
2020-06-25
28 min
Marketing – Top Advisor Marketing
Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch
Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice. Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic … Continue reading Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch →
2019-06-25
00 min
Marketing – Top Advisor Marketing
Ep 129 – The Freedom Practice with Craig Hersch
Today were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch! Craig is the creator of the Freedom Practice – a practice management program for estate planning attorneys to help them grow their practice. These unique tactics don’t just apply in the … Continue reading Ep 129 – The Freedom Practice with Craig Hersch →
2019-01-10
00 min
The Estate Planner's Practice Development Podcast
What Makes an A+ Client?
Finding your perfect client can be challenging. Push-back and resistance almost seem like part of the job when you’re accepting all business that walks in your door. Craig Hersch and Patrick Carlson discuss their take on how to deal with difficult clients by transforming them into A+ clients and how to get clients that are [...]
2017-12-21
22 min
The Estate Planner's Practice Development Podcast
Attorney Misconceptions of Advertising
What are the biggest misconceptions about advertising among estate planning attorneys? Does it work? Is it a waste of time and money? What’s the difference between marketing and sales? How do you distinguish yourself when you advertise? In this episode, find out what Practice Development Experts Craig Hersch and Patrick Carlson think about advertising to [...]
2017-12-21
26 min
Straight No Chaser - A Jazz Show
Podcast 402: A Few of My Favorite Things 2013
Rather than attempt to make a conventional list of "Best of" CDs at the end of each year, I take stock of what artists impressed me the most, what CDs found their way back into the player most often, and whose music continued to move me after the initial novelty of a first listen wore off. Then I break these into a few handy categories, like "Memorable Reissues" or "Tribute Albums of Note". It seems unfair to me to match, say, John Coltrane's Sun Ship Session against Chris Potter's latest CD to say which is "better". The t...
2014-01-04
41 min