Legacy Planners, LLC and Sullivan & Schnittker, LLC
Conceptualized and built boutique Estate & Business Planning Law Firm. Differentiated services include:
=== Provide "full-service" funding services for estate planning trusts.
=== Create right idea/shining response marketing, processes and systems campaigns.
=== As as trusted advisor to network of financial professional referral sources.
+ Pioneered process and opened a breakthrough market, ultimately comprising over 30% of total revenue, along with a service in a distinct market that brought in 10% more annual revenue.
+ Decreased production costs 33% with estate planning document production process.
+ Skyrocketed referral rate from 1 in 10 to 1 in 3 after developing authentic, 'high touch' system for client care and recognition.
+ Pulled and wove innovative recurring income initiatives, creating recurring income with customer estate planning peace of mind.
+ Built a virtual general counsel service for small business clients.