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The MaxLife Podcast with Ben Laws#14: He Survived a Triple Bypass Mid-Ironman Training — And Everything Changed with Craig HerschCraig 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...2025-05-291h 21
16 SunsetsAnatomy of a FirecrackerGetting 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...2025-01-301h 01
Teammate AI PodcastAI's Role & Future in LawTeammate 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...2024-10-301h 01
The Dream Architect Life: Where Money and Mindset MeetMaximizing 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 … Read More Read More2024-10-0948 min
Repair The Roof - Estate & Retirement Planning PodcastFlorida Community Property Trust For Ohio Resident and The Upcoming Estate Tax Cliff with Craig R. Hersch | Repair the Roof PodcastDid 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...2024-09-0334 min
Enjoy Amazing Full Audiobooks in Literature, Comedy, Satire & Parody4 at the Store: Nineties and Noughties stand-up comedy from BBC Radio 4 by BBC AudioPlease visithttps://thebookvoice.com/podcasts/1/audiobook/576873to listen full audiobooks.
Title: 4 at the Store: Nineties and Noughties stand-up comedy from BBC Radio 4
Author: BBC Audio
Narrator: Dara O Briain, Simon Bligh, Adam Hills, Omid Djalili, Richard Ayoade, John Bishop, Sean Lock, Noel Fielding, Lee Mack, Ross Noble
Format: Unabridged Audiobook
Length: 11 hours 37 minutes
Release date: June 23, 2022
Genres: Comedy, Satire & Parody
Publisher's Summary:
Seven series of sensational live stand-up comedy from the nineties and noughties Stand-up fans rejoice - this cracking collection contains a whole seven series of top-drawer comedy, recorded live at London and Manchester's legendary Comedy Store and the...2022-06-2311h 37
The Freedom Practice PodcastTip of the Week: Expanding Your Orbit to a Bigger FutureExpanding 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 […]2021-10-1400 min
The Freedom Practice PodcastTip of the Week: Expanding Your Orbit to a Bigger FutureExpanding 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 »2021-10-1400 min
The Freedom Practice PodcastToday’s Practice Tip: Is Your Practice a 24/7 Job or the Career You ImaginedIs 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, […]2021-09-2400 min
The Freedom Practice PodcastToday’s Practice Tip: Is Your Practice a 24/7 Job or the Career You ImaginedIs 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 »2021-09-2400 min
The Freedom Practice PodcastToday’s Practice Tip: Taking Care of Yourself in Stressful TimesTaking 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 […]2021-09-1400 min
The Freedom Practice PodcastToday’s Practice Tip: Taking Care of Yourself in Stressful TimesTaking 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 »2021-09-1400 min
The Freedom Practice PodcastToday’s Practice Tip: Automating Your Practice on the CheapAutomating 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 »2021-09-1000 min
The Freedom Practice PodcastToday’s Practice Tip: Automating Your Practice on the CheapAutomating 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 […]2021-09-1000 min
The Freedom Practice PodcastToday’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 »2021-09-0800 min
The Freedom Practice PodcastToday’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 […]2021-09-0800 min
The Freedom Practice PodcastToday’s Practice Tip: Avoid My Firms Costly Marketing MistakesAvoid 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 »2021-09-0300 min
The Freedom Practice PodcastToday’s Practice Tip: Avoid My Firms Costly Marketing MistakesAvoid 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 […]2021-09-0300 min
The Freedom Practice PodcastToday’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 […]2021-08-3100 min
The Freedom Practice PodcastToday’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 »2021-08-3100 min
The Freedom Practice PodcastToday’s Practice Tip: The Best “Salesman” in Your Law Firm Intuitively has a ProcessThe 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 »2021-08-2700 min
The Freedom Practice PodcastToday’s Practice Tip: The Best “Salesman” in Your Law Firm Intuitively has a ProcessThe 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 […]2021-08-2700 min
The Freedom Practice PodcastToday’s Practice Tip: Estate Planning Attorneys Commonly Give Away Value for FreeEstate 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 »2021-08-2400 min
The Freedom Practice PodcastToday’s Practice Tip: Estate Planning Attorneys Commonly Give Away Value for FreeEstate 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 »2021-08-2400 min
The Freedom Practice PodcastToday’s Practice Tip: Your Biggest Obstacle to Progress is YouYour 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 »2021-08-2000 min
The Freedom Practice PodcastToday’s Practice Tip: Your Biggest Obstacle to Progress is YouYour 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 »2021-08-2000 min
The Freedom Practice PodcastFreedom Practice Podcast – Today’s Practice Tip Episode 7#image_268960283 {
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Your Clients Don't Understand the Estate Planning Documents You Drafted
What is it that They Value?
Several years ago I almost quit the practice of law. I was earning what I then considered great money, but I also worked 65+ hour weeks. My wife and three young daughters often got a grumpy husband/father when he came home from work.
Sometimes I missed soccer games and dance recitals.
On the advice of a colleague, I joined...2021-08-1804 minThe Freedom Practice PodcastFreedom Practice Podcast – Today’s Practice Tip Episode 6#image_1233914505 {
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Why Being a Control Freak Damages Your Practice
Many successful attorneys in general, including estate planning attorneys, are control freaks. That’s what led to our success. Initially, perhaps, controlling everything was a necessity. I thought I couldn’t afford to hire attorneys and more staff, so I had to do it all myself.
I believed that I didn’t have the resources to hire enough people to offload projects. When things got so bad that I finally hired more l...2021-08-1205 minThe Freedom Practice PodcastFreedom Practice Podcast – Today’s Practice Tip Episode 5#image_1802814043 {
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What’s Wrong with an Estate Planning Firm Being Transactional?
Are you like me, and marvel at all the elements that must come together to produce a great Broadway musical like Hamilton?
A script must be written, music scored, choreography staged, sets designed, lighting directed, actors hired, media promoted – the list is endless to attract an audience willing to pay hundreds (if not thousands) of dollars to enjoy a two-hour performance.
Have you thought of your...2021-08-0504 minThe Freedom Practice PodcastFreedom Practice Podcast – Today’s Practice Tip Episode 4#image_1840595236 {
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Why Did You Undercharge that Client?
I ask my estate planning attorney colleagues a simple question that resonates – “Why did you undercharge that client?”
I’ve done it before. I knew the time, effort and expertise that an engagement entails, yet I quoted a fixed fee below the true value of the work.
When I did that, I was being unfair.
Unfair to myself, unfair to my team (as our revenue affects their salaries and bonuses...2021-08-0303 min
The Freedom Practice PodcastToday’s Practice Tip: Employing Millennials – Leadership & TimeEmploying 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 »2021-07-2900 minThe Freedom Practice PodcastFreedom Practice Podcast – Today’s Practice Tip Episode 3#image_1248941572 {
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Employing Millennials - Leadership & Time
Despite raising three daughters – two of whom are Millennials and one a Gen Z, I remain perplexed how to lead team members from these age groups in my law firm. Much has been written about Millennial attitudes and expectations, but in my experience, people are still individuals, with their own unique set of wants and needs.
At the same time, there’s definitely something different about them generationally. I was born during the last year...2021-07-2903 minThe Freedom Practice PodcastFreedom Practice Podcast – Today’s Practice Tip Episode 2#image_1405793923 {
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Transformations & Liminal Space
European anthropologists Arnold van Gennep (1873-1957) and Victor Turner (1920-1983) studied rites of passage – the transition from one life phase to another. Those you are familiar with include commencements, Bar Mitzvahs, graduations, and weddings.
Estate planners can benefit from van Gennep and Turner’s work, as we often interact with individuals going through another of life’s transitions – retirement.
Van Gennep identified three stages of a rite of passage: separation , a symbolic break from the past...2021-07-2603 min
The Freedom Practice PodcastPractice Tip: Transformations & Liminal SpaceTransformations & 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 »2021-07-2600 minThe Freedom Practice PodcastFreedom Practice Podcast – Today’s Practice Tip Episode 1#image_1952386260 {
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Boutique Estate Planning Firms Have an Advantage
When I was a young boy, my parents owned boutique retail clothing stores. Personal service was our hallmark. In the 1970s, competition from large department stores ran us out of business. The national chains could buy inventory in bulk, offering lower prices.
Those same department stores now face bankruptcy – they can’t compete with online retailers.
The marketplace constantly changes.
Unlike my parents’ retail business, boutique estate planning law fi...2021-07-2103 minThe Freedom Practice PodcastFreedom Practice Podcast – Episode 12: How to Have Meaningful Conversations with ClientsEpisode 12: How to Have Meaningful Conversations with Clients
Having meaningful conversations about clients' estate plans may sound like a no-brainer, but many attorneys still struggle to create value with initial consultations. In this episode of the Freedom Practice Podcast, Craig R. Hersch discusses some questions to ask, and how to build a relationship with clients through engaging and thoughtful conversation.2021-04-0805 minThe Freedom Practice PodcastFreedom Practice Podcast – Episode 11: Creating Content#image_1484198418 {
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Episode 11: Creating ContentCreating content is crucial for the success of online marketing in any industry. If a business does not consistently post new content and update their website with new information, it can lead to potential clients looking elsewhere. Additionally, if the content is low quality or not related to what potential clients are looking for, that can turn them away as well. In today's podcast, Craig R. Hersch discusses the areas of content Estate Planning Firms would do well...2021-04-0105 min
Healthy AdvisorTransparency with Diana B.: How a Life-Threatening Discovery Can Change Your PracticeOne 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 … Read More Read More2020-11-1827 min
Your Kickstarter SucksEpisode 172: Kick It Under The FridgeToo 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...2020-10-261h 29
Inwood Art Works On AirLive N' Local With Jamie ReynoldsJamie 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...2020-06-2528 min
Marketing – Top Advisor MarketingEp 177 – 7 Steps for Strategic Risk-Taking — with Craig HerschToday, 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 →2019-06-2500 minMarketing – Top Advisor MarketingEp 129 – The Freedom Practice with Craig HerschToday 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 →2019-01-1000 min
The Estate Planner's Practice Development PodcastWhat 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 [...]2017-12-2122 minThe Estate Planner's Practice Development PodcastAttorney Misconceptions of AdvertisingWhat 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 [...]2017-12-2126 min
Straight No Chaser - A Jazz ShowPodcast 402: A Few of My Favorite Things 2013Rather 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...2014-01-0441 min