Robert was interviewed on the “Connections for Estate and Elder Law Attorneys” podcast with the nation’s leading marketing expert for estate and elder law attorneys, Laura Lee Sparks. We are sharing the replay of this interview with permission to our community! To learn more about Laura Lee, visit www.legalmarketingmaven.com.
Meet Industry Leader Robert Armstrong
A highly respected attorney, a prosperous legal entrepreneur, and a co-founder of two national organizations for estate planning attorneys, Robert Armstrong is committed to making the business-savvy practitioner the standard for professional success in estate planning. His philosophies, systems, and strategies help great lawyers become great, satisfied, and successful business owners. He is frequently sought out by attorneys from coast to coast for advice on building successful practices of their own.
The American Academy of Estate Planning Attorneys was inspired by his conviction that attorneys, in order to be successful, need more than just technical legal skills. Today, Robert serves as President of the Academy and is responsible for collaborating on the strategic direction of the organization. On a day-to-day basis, he oversees the Academy’s Marketing, Technical Support, and Software Development departments. His creative vision combined with his deep understanding of how to run a successful law practice, generates innovative ideas that make both the Academy and its Members leaders in the world of estate planning.
Robert is a much sought-after authority on estate planning and is widely quoted in national publications, including the Wall Street Journal, Newsweek, U.S. News & World Report, Individual Investor, and Money Magazine.
In 2010 Robert and Academy co-founder Sanford M. Fisch teamed up with small business expert Michael Gerber to co-author The E-Myth Attorney: Why Most Legal Practices Don’t Work and What to Do About It. The book combines small business expertise with real-life law firm experience to show attorneys how to make the most out of their practice. In addition, he is a co-author of several books, including the practice management book for attorneys, Creating a Loving Trust Practice, consumer-centered books, Total Wealth Management and Estate Planning Basics, A Crash Course in Safeguarding Your Assets. He also contributed his expertise to the bestseller, Terry Savage, on Money.
As an articulate spokesman for the advantages of trust-based planning, he has been a frequent guest on radio talk shows and has also appeared on PBS and CBS news programs as an estate planning authority.
Professional Experience
Robert has been a practicing attorney since 1976 and is the founder of one of the most successful estate planning practices in the country. In 1989, he joined forces with fellow estate planning attorney, Sanford Fisch and together they serve as principals with the San Diego, California law firm, Armstrong, Fisch & Tutoli where they have created thousands of quality estate plans for grateful clients.
His first experience in providing products and services to other attorneys came when he helped found the first nationwide network for estate planning attorneys, The Loving Trust Educational System (later, National Network of Estate Planning Attorneys). As part of that organization, he helped create and market an advanced document assembly software system.
In 1993, Robert co-founded the American Academy of Estate Planning Attorneys to help Members build successful and robust practices through a rich array of products, services, and systems. His innovative real-world solutions to common professional and business problems help Members become the premier estate planning attorney in their communities. With step-by-step coaching, the Academy helps Members effectively use technology, successfully and ethically market estate planning services, create accurate accounting systems, inspire law firm staff and stay current with the ever-changing estate planning laws.
Education
After four years in the U.S. Navy, including a tour of duty in Vietnam, Robert attended the University of California at San Diego, where he graduated summa cum laude with a Bachelor of Arts Degree in Classical Greek.
In 1976, Robert earned his Juris Doctor degree from the University of San Diego, where he was a staff writer for the Law Review and was awarded the prestigious American Jurisprudence Award for excellence in insurance law.
Robert holds Series 7 and 66 Securities Licenses and a California Life Insurance License, so clients receive the benefits of coordinated estate and financial plans.
