Transforming Client Experiences

From Legal Advice to Strategic Partner

In today's competitive landscape, attracting and retaining clients as an attorney requires more than just providing legal advice; it means becoming a strategic partner in your clients' success stories. For business owners navigating the complexities of the modern market, the choice of legal counsel can be daunting. To stand out amidst a sea of options, attorneys must redefine their role beyond mere documents and case management. They must embrace a holistic approach that delves deep into the core of their clients' motivations and ambitions.

Ultimately, by embracing a holistic approach that integrates succession planning into your legal practice, you not only enhance the quality of your services but also revolutionize the client experience. You become more than just a legal advisor; you become a strategic ally in their journey towards lasting success and legacy preservation.

Become Indispensable with Proactive Strategies

Imagine the impact of integrating a comprehensive succession planning skill set into your legal practice. Client loyalty and referrals go beyond drafting contracts or navigating regulations; they're about foreseeing the future and safeguarding the legacy of businesses. By understanding not only the legal intricacies but also the personal motivations driving your clients, you elevate your practice to a level where you become indispensable. Embracing the holistic approach of the Succession Matrix within your advisory practice positions you as a trusted advisor who not only addresses immediate legal needs but also guides clients through long-term strategic planning, ensuring their business continuity and success.

CULTIVATE CLIENT
LOYALTY

Achieve a competitive edge by deeply understanding clients' goals and motivations. Proactively guide them towards strategies aligning with long-term business, personal, and family objectives for efficiency, compatibility, and flexibility.

FULFILL CLIENTS BUSINESS, PERSONAL & FAMILY GOALS

Gain a competitive edge by guiding clients through business, personal, and family challenges. Utilize succession planning expertise to optimize transfers and navigate complex dynamics effectively.

NEW CLIENT REFERRAL OPPORTUNITIES

Generate referrals from satisfied clients and professionals by understanding their legal needs and personal motivations, fulfilling their business and personal aspirations to create loyalty and new growth opportunities.

Enhance Your Team's Potential with ISPA®

Transform Attorneys Into Advisors

In an era where employers face significant challenges in attracting top talent due to endless career options, recruiting and retaining skilled professionals is particularly difficult for law firms. ISPA® offers a turnkey advisory recruitment and development program specifically designed for junior associates, empowering them to evolve from technicians into impactful advisors.

Comprehensive Advisory Development Resources:

Equip your team with:

Marketing and Sales Guides: Attract and retain clients effortlessly.
Implementation Tools: Simplify and streamline the advisory process.
Advisory Strategies: Tailored strategies for business advisory, growth & succession planning.

Elevate your firm with ISPA®, differentiate your practice, attract top talent, and establish a clear development pathway. Integrate our resources into your development programs to become a leader in business advisory services. Partner with ISPA® and witness your firm thrive.

Maximizing ROI and Building Trust

Differentiation in the legal marketplace is not merely a matter of branding or marketing. It's about forging meaningful connections with business owners, understanding their aspirations, and aligning your strategies to achieve their long-term goals. This approach transcends transactional relationships; it builds partnerships grounded in trust and shared vision.

By offering strategic leadership through the lens of the Succession Matrix and deep insights into strategies to achieve your clients long-term goals, you empower your clients to navigate transitions seamlessly. Whether it's passing down a family business, planning for retirement, growing the business, or preparing for unforeseen contingencies, your expertise becomes the cornerstone upon which their future success is built.

ISPA Advanced Planning Member Resources

In a rapidly evolving professional landscape, the International Succession Planning Association (ISPA®) is reshaping the narrative of business advisory.

Join ISPA® and unlock a world of unparalleled opportunities with our Certified Succession Planner (CSP) credential and the cutting-edge Succession Planning Assessment™ (SPA™). Elevate your advisory practice, enhance client satisfaction, and propel your revenue growth. Generate additional billable hours and consulting fees with our comprehensive suite of resources, including marketing and sales how-to guides and planning implementation tools for various areas of the Succession Matrix®.

Your Gateway to
Specialized Expertise

Position yourself as an industry authority by exploring the unique benefits of our CSP credential. Elevate your credibility, solidify your expertise, and become the go-to expert in the competitive market of succession planning.

Beyond Certification, An Analytical Tool on Steroids

Uncover the depth of our SPA™, an analytical powerhouse that goes beyond certification. Foster meaningful client engagement and gain actionable insights.

Not Just Tools, a Strategic Partnership

Experience the immediate impact of joining ISPA® through the Succession News & Applied Practice Resources. Hit the ground running, positioning yourself as a highly experienced value-add succession planner.

Strategies for Practice Growth & Stability

In essence, differentiation as an attorney hinges on being proactive rather than reactive. It involves anticipating challenges before they emerge and working closely with clients and other advisors to provide proactive solutions that position clients ahead of the curve. This proactive approach not only helps mitigate risks but also unlocks new opportunities for growth and innovation.

In today's dynamic business environment, where change is constant and challenges are multifaceted, attorneys who differentiate themselves by offering comprehensive and forward-thinking services will not only grab the attention of business owners but also earn their lasting trust and loyalty. This is the hallmark of a modern attorney who doesn't just follow trends but shapes them, leaving an indelible mark on the lives and legacies of their clients.

Join the ISPA Today!

Foster client satisfaction, drive revenue growth, and differentiate yourself in the legal advisory landscape. Become indispensable with ISPA's resources.

Key Benefits of Leveraging ISPA Resources:

Fortify client relationships for enhanced retention and satisfaction.
Catalyst for revenue growth through various avenues.
Differentiate yourself, offering a unique value proposition to clients.

Take Your Legal Practice to New Heights Today!

Are You Looking to Grow Your Practice?

Check Out These Other Free Downloads

16 HIDDEN BUSINESS OPPORTUNITIES

Multi-generational clients grow your business. Whether you are a lawyer, accountant, financial advisor, or consultant, we have a list of actionable strategies you can test today to motivate your clients to work with you long term.

12 QUESTIONS TO CREATE CLIENT OPPORTUNITIES

Get this free resource of 12 powerful questions you can ask to identify client motivations and influence business owners to take action. Grow your business by having better discussions with prospects and clients immediately.

20 YEAR
CASE STUDY

Want to get into the specifics of what it takes in succession planning? Gain insights into the inner-workings of a real long-term family business succession planning case study and a business engagement that was worth over $75,000 per year.

3 STRATEGIC PROJECT EXAMPLES

You need to have a plan. We outlined three of our best examples of projects you could learn from and potentially apply in your business. From objective to successful outcome, these family business examples help you build strategies.

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated). I did not pursue succession planning as a separate business endeavor but used the knowledge to assist my clients in engaging professionals that could help them move forward.

New business and retaining clients are not an issue. Influencing clients to act was. The more I know about building, operating, valuing, protecting, and eventually passing on a business, the better I can serve my clients in achieving their goals."

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP
Managing Member, Tetrick and Bartlett

JOIN US ON LINKED IN

This group is dedicated to connecting advisors, consultants & counselors who are or have an interest in working in the business succession planning field to globally promote the key concepts and to help the succession planning community learn, leverage resources & outperform. This group will promote an environment for sharing ideas, leveraging resources and will provide access to cutting edge professional development and planning resources.

VISIT THE LINKEDIN GROUP

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition.

The majority of a business owners wealth is locked in their business. To help them move, spend, transfer and distribute their wealth you need to be able to address and serve them where they need you. Our future is dependent of the continued success and growth of our Entrepreneurs."

Michael C. Valdez, AIF, CLU
Founder & President- Business Transition Council

SHOULD YOU JOIN THE ISPA MEMBERSHIP?

Succession planning is a major priority for business owners right now. Are you prepared to help your clients navigate their long term needs as effefictively as possible?

LEARN MORE

FREQUENTLY ASKED QUESTIONS (FAQ)

What will the online learning experience be like?

We know that learning online can be tough sometimes, which is why we brought in experts in virtual training to help us build more than just videos over powerpoint. You will have a wide variety of methods to learn including videos, interactive lessons, quizzes, and surveys. Our goal is to ensure that you grow through the learning, not just go through it.

Can I learn at my own pace?

The Certified Succession Planner program will be delivered on-demand and as a continuous enrollment model which means you can enroll any time and learn at your convenience.

Who is providing the training?

Training has been developed by the Authors and Contributors of numerous succession planning textbooks and training programs. Additionally, the ISPA Board has contributed feedback, time, and resources to help ensure the success of the programs. Learn more about the ISPA and team here.

Are there assignments or deliverables?

The program does not have any deliverables for you to complete and submit directly to the ISPA, however as you go along, you will need to demonstrate your comprehension through ongoing competency tests which will allow you to progress further.

What is the expected time commitment?

You can expect that each module should take you approximately 1-2 weeks to complete, depending on the time you put in. We suggest you commit to 1-2 hours per day and around 10-15 hours per module in total. We also understand that each learner will work at their own pace.

What are the requirements to join the program?

The topics covered in the Certified Succession Planner program are not entry-level, meaning that we recommend that you have a combination of both professional and educational experience in executive coaching, law, finance, or accounting.

What technology do I need to access my materials?

The CSP program has been built on a platform that is both desktop and mobile friendly, so most laptops and desktop computers will be sufficient to work through the materials. While you may access the content easily on your mobile device, we do recommend a desktop computer. You also might want to use a printer to print out the supplemental resources like textbooks, guides, workbooks, etc.

Is there support if I get stuck?

Anytime you need help, feel free to reach out to [email protected] and we will do our best to work with you on your challenges.

UNLEASHING PROFESSIONAL GROWTH