Legacy Leaders Network

Tips of the week!

Trivia Question❓

Which 20th-century sociologist introduced the concept of the “strength of weak ties,” emphasizing the surprising value of casual connections in expanding one’s professional network?

Answer at the bottom of the newsletter

Networking Essentials: How to Grow a Robust Professional Network

For estate planners, a strong professional network isn’t just a support system—it’s a vital part of growing a sustainable practice. Whether you’re building referrals, collaborating on client matters, or staying informed about changes in law and finance, your network is one of your most valuable resources.

Start by identifying key professionals who serve the same clientele: CPAs, financial advisors, insurance brokers, elder law attorneys, and fiduciaries. These relationships offer more than potential referrals—they create opportunities for comprehensive client care. When your clients see you collaborating with other trusted advisors, it reinforces your credibility and enhances their experience.

Networking is most effective when approached with a mindset of service rather than self-interest. Focus on how you can offer value—whether that’s by connecting others, sharing useful content, or simply being present at industry events and community gatherings. Genuine curiosity and follow-through often matter more than polished elevator pitches.

Consistency builds trust. Attend estate planning councils, bar association meetings, and local professional mixers regularly. Host small gatherings or webinars to bring your network together. And don’t underestimate the power of a thoughtful follow-up email or a quick coffee chat to stay top of mind.

Digital platforms like LinkedIn also play a growing role. Sharing updates, commenting on posts, or endorsing others helps you stay visible in a way that builds professional goodwill.

A robust network doesn’t happen overnight. But with intention, generosity, and a long-term view, you’ll cultivate connections that support your clients—and your practice—for years to come.

Nationally Recognized Estate Attorney Reveals How to Protect Your Legacy

What does it really take to create a lasting legacy?

In this powerful webinar, you’ll discover:

1️⃣Why a solid financial plan isn’t enough
2️⃣How to shield your assets from taxes and legal costs
3️⃣The often-overlooked third piece—passing down wisdom, values, and family history

Join best-selling author and estate attorney Stan Miller as he reveals the simple steps to safeguard your legacy for generations.

🌅Bonus: Attend live and you could win a 3-night, 4-day stay at a five-star resort!

Register now and we’ll send you the Zoom link within 5 minutes.

Event Details:
📆Date: Thursday, May 29, 2025
⏰Time: 12 AM - 1 PM ET
 📍Location: Zoom (link sent upon registration)

🔗Register HERE

💡 Answer to Trivia Question:

Mark Granovetter.