In Episode 15 of Behind the GAVL, Ryan Raplee, Co-Founder and CEO of GAVL, sits down with Tracee Wagner, Settlement Consultant at Forge Consulting, to explore why the client journey doesn’t end when a case is resolved.
With more than 20 years of experience working alongside plaintiff attorneys, Tracee shares how settlement planning and financial education help clients make informed decisions during one of the most important moments of their lives. She also reflects on her own career journey, from helping law firms improve their operations to guiding clients through life after settlement.
Here’s what we get into on this episode:
- What settlement planning is and why it matters
- How attorneys can better support clients after settlement
- The role of financial education in the client journey
- When settlement professionals should become involved
- Common misconceptions about settlement planning
- Planning tools beyond structured settlements
- Tracee shares her lessons learned from attending nearly 50 AAJ conventions
- Career advice, networking, and building long-term relationships
Throughout the conversation, Tracee shares why every client’s situation is different, what successful client outcomes look like, and how attorneys can continue serving clients long after a settlement is reached. She also leaves listeners with simple but meaningful career advice: “Try it all.”
Whether you’re an attorney, legal marketer, or someone passionate about improving the client experience, this episode offers practical insights into serving clients beyond the case itself.
Learn more about Forge Consulting:
https://forgeconsulting.com
Behind the GAVL is a podcast dedicated to helping law firms grow through better marketing, stronger client experiences, and conversations with leaders across the legal industry.
Subscribe for more conversations at the intersection of law firm growth, AI, SEO, websites, legal news, and marketing.
Subscribe – https://www.youtube.com/@GAVLMARKETING
#LawFirmMarketing #SettlementPlanning #PersonalInjuryLaw #PlaintiffLaw #LegalMarketing #AAJ #Attorney #ForgeConsulting