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Stuck in the Middle: Tech in Elder Law with Jamie Haroutunian

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Manage episode 410420756 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't.

Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to automation as an important part of incorporating AI 16:45 The challenges of getting millennial staff to meet senior clients midway in terms of technology use 18:53 Managing scheduling and payments with elder law clients 21:34 How they manage payments, acknowledging that a majority of their elder clients still prefer paying by check 23:01 What it’s like having consultations with different kinds of clients 24:20 The visualization tools they use during meetings 25:42 How older generations tend to be more respectful of appointments and traditional consulting methods compared to younger generations

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123 episoade

Artwork
iconDistribuie
 
Manage episode 410420756 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't.

Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to automation as an important part of incorporating AI 16:45 The challenges of getting millennial staff to meet senior clients midway in terms of technology use 18:53 Managing scheduling and payments with elder law clients 21:34 How they manage payments, acknowledging that a majority of their elder clients still prefer paying by check 23:01 What it’s like having consultations with different kinds of clients 24:20 The visualization tools they use during meetings 25:42 How older generations tend to be more respectful of appointments and traditional consulting methods compared to younger generations

Episode Resources

  continue reading

123 episoade

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