Marketing for Law Firms, Attorneys & Financial Professionals
David Zumpano is Smart
I first heard of Mark Merenda through another attorney in the National Network. Mark and I swapped e-mails for about a year, then met in person in San Diego at an event for estate planning attorneys. Shortly after that, I invited Mark to my New York office to review everything about my practice. Mark's review was intensive, including meetings with my staff, analysis of my in-office organization, analysis of my financials, and of course, my marketing. Mark asked specific questions that forced me to look hard at the various services I was providing. Prior to my meeting with Mark, I had never looked at my practice from a cost/benefit viewpoint.
In that one meeting, Mark was able to help me identify the vast potential of an aspect of my practice — Medicaid Planning — that I had let go to the back burner as I exclusively pursued high-end estate planning clients. In talking with Mark, I realized the fees I received for Medicaid Planning are often higher than those I struggled to get from high net-worth cases, and the clients are delighted — so delighted they refer their friends and neighbors to us. That single insight has resulted in an explosion in my Medicaid Planning practice — one that has proven so successful I have formed a new company, Medicaid Practice Systems, LLC, to teach the system to other attorneys.
Mark and his team at Smart Marketing have developed a turnkey marketing package for Medicaid Planning for me, and I hear from attorneys around the country about the positive results they are receiving from his program. I continue to consult with Mark and his team to this day. Mark's "out of the box" thinking has proved for me to be a valuable business relationship. Besides that, his staff at Smart Marketing is a great group of people and it is a pleasure to work with them. Make no mistake, the Medicaid Planning practice was our own creation. And my team and I had worked hard to make it the success that it is. It is possible I would have arrived at exactly this place without Smart Marketing, but it is unlikely. Smart Marketing got me focused much sooner than I otherwise would have been, and I am pleased to work with them.
David J. Zumpano, CPA/ESQ.
Estate Planning Law Center
555 French Road
New Hartford, NY 13413
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