060: Estate Planning and Wealth Management Under One Roof With Sanford M. Fisch
Our conversation with Sanford M. Fisch, CEO and co‑founder of the American Academy of Estate Planning Attorneys and American Academy Wealth, LLC, focuses on building an estate planning firm that actually works as a business. We talk with Sandy about his path from tax specialist at Coopers and Lybrand to reshaping estate planning with Robert Armstrong and the systems thinking inspired by The E‑Myth.
We walk through the Academy’s paint‑by‑numbers approach to marketing, community workshops, and client meetings, and why attorneys often struggle to implement systems on their own. Sandy explains how Academy membership, coaching, and twice‑yearly summits support solos and small firms as they grow.
We also cover his books The E‑Myth Attorney and The Enterprise Model Law Firm, and how integrating wealth management through American Academy Wealth helps attorneys deepen client relationships and create recurring revenue, while giving families a single, coordinated point of contact for planning and investments.
In this episode, you will hear:
- How The E Myth inspired systematized law practice management
- Lead generation systems for estate planners, including community workshops
- The importance of following proven systems and avoiding “academy drift”
- What the American Academy of Estate Planning Attorneys provides to members
- Structure and purpose of the Academy’s biannual summits
- The Enterprise Law Firm Model and integrating wealth management for recurring revenue
Resources from this Episode
https://www.linkedin.com/company/american-academy-of-estate-planning-attorneys/
https://www.facebook.com/AmericanAcademyOfEstatePlanningAttorneys
https://www.instagram.com/estate_planning_academy/
The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw
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