Welcome to another episode of Candid Convos! Our show, where amazing business leaders share their valuable insights and experiences with our host, Joe Bravo (GSU’s Senior Community Coordinator). In this episode, we welcome Alejandra Moreno, an attorney and law firm owner specializing in estate planning, guardianship law, and probate litigation. Her firm handles various forms of financial and legal planning as well as concerns about guardianship. Most notably, they help families plan for the difficult times surrounding the passing of a loved one.
Gaining Expertise & Emotional Boundaries
Alejandra’s path to becoming a lawyer was not typical; she did not want nor was interested in the attorney’s life. By chance, she fell in love with the law environment, mainly elder law caught her interest. The emotional rapport she experienced dealing with vulnerable clients was intense and rewarding. Alejandra was able to comfort the clients and also help them effectively with their issues. She became extremely effective in her practice as a result of gaining experience.
The emotional investment can be overwhelming, but Alejandra learned to draw the emotional line between her clients and herself. If she is mentally over-invested, the case becomes much more draining. She now knows how to establish boundaries and not cross certain lines. Her practice is set between having a good work-life balance, dedicating time to spend with her family, and enjoying her hobbies.
Core Values Provide Value
Alejandra states the importance of following and applying your values in order for every team member to be in sync and work towards the same company goals. When the pandemic started, she wasn’t sure about the results virtual work would provide. However, thanks to a strong team commitment, her team delivered good results and realized the new opportunities remote work enabled.
Alejandra shared the secret aspect that allowed her firm to grow despite the pandemic; it was managing her overhead. Removing a mental block sometimes enables you to see a different perspective and take on new opportunities. By adding new offshore talented team members, the firm’s reach was duplicated; her virtual assistant inspired her practice. Each virtual assistant became an integral part of the team proving they’re dedicated, hard-working, and committed; a symbiotic relationship, providing value to the VAs and the VAs providing value to the law firm owner.
In conclusion, Alejandra states the importance of preparing and executing a plan to achieve success. Effective communication and trial and error are how to grow as an individual and professional. “Happiness is an objective and the mind is a muscle, so you need to exercise it. Embrace the unexpected journey to success.”
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Contact Alejandra Moreno
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