January Webinar Recap: The Four Essential Elements of an Elder Law Business & Marketing Plan

AshBer was thrilled to host attorney Jackie Collins for our January webinar, "How to Market Your Elder Law Firm." Jackie shared invaluable advice, focusing on four key elements essential for any effective elder law business and marketing plan.

1. Just Start Somewhere

We’ve all battled "failure to launch." Often, the hardest step is simply picking a starting point. Overcome the initial hump by brainstorming ideas and drafting your first plan. This initial draft doesn't need to be perfect; things will change frequently! The critical part is breaking down your financial, personal, and professional goals for the first year.

2. Develop Collateral and Branding

Launching an elder law firm requires some upfront investment. A key challenge is distinguishing between what you absolutely need to function versus what would be nice to have. Determine how long you can sustain operations before securing your first case.

Branding investments might include a logo, website design, brochures, business cards, office space, and establishing professional contact methods (phone number and email).

3. Identify Referral Sources and Solve Their Problems

Elder law cases emerge from many different community sources. Cultivate strong relationships with your local nursing homes, assisted living facilities, community centers, home health companies, realtors, financial advisors, downsizing services, and long-term care placement agencies. Pinpoint the specific ways you can assist each group, and as you network, develop a clear plan to demonstrate your value to them.

4. Begin Using a Process Immediately

Run your office with a structured system from day one. This system will inevitably evolve and adapt over time, but having an initial framework ensures a standardized flow for all cases.

Key components include formalizing client intake forms, establishing your fee schedule, selecting software and programs for drafting and case management, and most importantly, defining your general follow-up procedures with clients.

Interested in learning more? Contact attorney Jackie Collins at his business, Elder Law Connection, where he can walk you through each of these four steps to help you get on your feet in starting your elder law practice and getting your name out there. You can find more information about his business along with his contact information here: https://elderlawconnection.com/.