Exclusive Systems, & Quarterly Coaching for Ambitious Estate Planners
CREATE A
SELF-MANAGING PRACTICE.
Quarterly Coaching For Ambitious Estate PlannERS
ATTENTION: ENTREPRENEURIAL ESTATE PLANNERS
CREATE
A WHOLE NEW PLAYING FIELD
WHICH NO FIRM BIG OR SMALL
CAN COMPETE.
Our BluePrint Program is designed for the ambitious leader of a boutique estate planning firm who appreciates the importance of continually improving the client value creation proposition your practice offers.
Collaborate with like-minded colleagues from around the country and receive state-of-the-art instruction from our team of experts.
Join us quarterly at our Learning Center location in Southwest Florida and differentiate your practice with tried-and-true systems and processes tailored exactly for the entrepreneurial estate planner.
WHAT'S INCLUDED IN YOUR MEMBERSHIP?
QUARTERLY MEETINGS
Join us in Sunny Southwest Florida and for a full day of cutting-edge classes that encompass everything in your practice!
Agenda Topics Include:
– Tried and Tested Systems & Processes
– Low-cost, High Impact Technology
– Front Stage / Back Stage Innovations
– Team Success
– Growth & Mindset
– And more!
ON-DEMAND MATERIALS
Access our wealth of materials and training tools from our online Learning Hub!
– Front Stage / Back Stage Worksheets
– Planning Materials
– Technology Guides
– 100s of hours of videos and articles!
EVEN MORE BENEFITS
- Admission to the Practice Xcelerator Event
- Quarterly One-Day Coaching Sessions
- Wisdom Packaging Techniques
- An Audit of Your Mainstay Technology
- Team Motivation Tools
- Free & Low-Cost Efficiency Tools
- Access to Our Digital Toolkit ($100,000 Value & Growing)
- Collaborate with Other Attorneys
- Create a Self-Managing Practice
2024 BLUEPRINT DATES
Q1
MARCH 1, 2024
MARCH 11, 2024
Q2
JUNE 7, 2024
JUNE 17, 2024
Q3
SEPTEMBER 6, 2024
SEPTEMBER 16, 2024
Q4
DECEMBER 6, 2024
DECEMBER 9, 2024
A NEW AGENDA EVERY QUARTER
Our team of experts craft a completely new agenda every quarter.
From Front/Back Stage Optimization, Team Success or Marketing & Technology, learn bleeding-edge strategies to take your practice to the next level.
SAMPLE AGENDA
What Got You Here?There were certain turning points in your career that got you to where you are today. What were those turning points? How can you build on those to make the next leap forward?
Putting Out Client Fires
Learn how to properly document and create processes to alleviate frustrated clients.
Binder Presentation
See how to present an Estate Planning Binder to your client as a capstone to your client’s estate planning experience.
Hiring Funnels
How can we streamline the hiring process? Michael B. Hill demonstrates our automated hiring funnel that ensures only the qualified applicants get our attention.
Crafting a Personable Educational Marketing Experience Online
In the past, many attorneys have seen success posting about their seniority and accolades on sites such as Avvo and FindLaw. Is that type of marketing still successful? How can a boutique Estate Planning attorney use his knowledge in the field to craft a more contemporary marketing strategy online to cater to a more skeptical world?
Checklists
Maria L. Reimer discusses the importance of checklists and how they can aid in auditing your backstage processes, ultimately resulting in a more refined client experience.
YOUR FREEDOM PRACTICE TEAM
CRAIG R. HERSCH
National Practice Development Expert
The Freedom Practice® is developed by Craig R. Hersch and his team at their own successful boutique estate planning practice in Southwest Florida. He’s the senior partner at the Sheppard Law Firm, is a Florida Bar Board Certified Wills, Trusts & Estates attorney, and holds his license as a CPA. Craig is a prolific writer, authoring seven books and several white papers and articles found in professional journals. He serves on Trusts & Estates Magazine’s editorial advisory board in the Modern Practice Section, where he’s known as a practice development expert.
MICHAEL B. HILL
Practice Systems Implementation Expert
Michael B. Hill has been a law partner of Craig’s for almost two decades. Mike is also a Florida Bar Board Certified Wills, Trusts & Estates attorney. He undestands and incorporates technology into the firm’s front and back stages. He’s on the front line with our internal media team, and with the firm’s outside CRM, online search and social media marketing vendors. Mike understands what works and what doesn’t, sharing his valuable experience with Freedom Practice® firms.
HAYLEY E. DONALDSON
Estate Settlement Specialist
Hayley E. Donaldson, a partner in the firm, is an estate planning attorney and holds her CPA license. Hayley is also a Florida Bar Board Certified Wills, Trusts & Estates attorney. She heads our law firm’s probate and trust administration practice. From her first day on the job, using The Freedom Practice’s® Estate Settlement Program unique process, she engaged new clients for five and six figure fees. Hayley brings this expertise to law firms enrolled in the Freedom Practice® programs.
MARIA L. REIMER
Strategic Planning
& Team Success Coordinator
Maria L. Reimer is the firm’s Kolbe certified specialist. She incorporates strategic hiring methods and processes, team building and organizational systems, and team review structures into the firm’s back stage. Her extensive knowledge of what motivates team members is invaluable to our Freedom Practice® members
REGINA SADOSKI
Logistics & Operations Specialist
Regina L. Sadoski is the Logistics and Operations Specialist for The Freedom Practice ®, and she serves that same role for the Sheppard Law Firm. She develops back stage systems and processes to ensure that files continue to move towards completion, and that client communications don’t fall through the cracks. Further, she has perfected the initial stage of The Family Estate & Legacy Program® intake process. Regina takes these skills to Freedom Practice® member law firms, demonstrating how their team can function with more productivity, autonomy and transparency.
AIMEE BALCER
Outsourcing & Resource Specialist
Aimee Balcer is the Lead Resource Specialist and Outsourcing Coordinator for the Freedom Practice®. She is also the lead paralegal for the Estate Settlement Program® for the Sheppard Law Firm. Aimee’s extensive knowledge and documentation of the front and back stages of the firm’s probate and trust administration, asset alignment, funding and Client Care Programs brings a unique set of skills she shares with Freedom Practice® member firms.
LIAM LADIA
Marketing & Technology
Liam Ladia is the head of Marketing and Development for The Freedom Practice® and the Sheppard Law Firm. He understands online-based marketing and social media platforms, CRMs, and constantly works to automate routine functions. Liam works closely with the firm’s outside technology and marketing vendors to ensure that the firm continues to attract A+ clients. He often strategizes with Michael B. Hill, ever improving our systems and processes.