Free Yourself from an Oppressive Estate Planning Business Model
What is the Practice Xcelerator?
An exclusive, two-day live event designed for boutique estate planning firms looking to unlock their practices’ full potential.
Takeaways include strategies designed to systemize your office workflow, identify and target A+ clients, and gain freedoms allowing you to work solely within your unique ability while helping your team achieve greater accountability, productivity and efficiency.
Your eyes will be opened to the many opportunities found in today’s experience economy. You’ll bring home dozens of strategies you can implement easily and right away that will distinguish your firm in your community.
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What Our Members Are Saying…
I truly enjoyed the live event! Craig continues to remind us of the big picture. Maria was outstanding! Really valuable explanations of how to use Kolbe to achieve team synergy. Also enjoyed Hayley’s presentation of how to turn estate settlement into a “process.” Best thing? Probably the interaction among the members. Sharing experiences, what works, what has not worked, etc. and the freedom to ask questions and share ideas in a non-threatening and supportive environment.
Another great session with the Freedom Practice team! Craig, Mike, Hayley, Maria, Gina, and company do a great job of blending new concepts and ideas while reinforcing material from past sessions – and they provide the tools and motivation to implement at our firm.
The best content from the BluePrint Program session was the segment on the Advanced Planning Expander (APE) and conceptualizing the up front engagement as a review, goal setting, and design, while segmenting out the documents and drafting for later phases or steps.
The best thing about the BluePrint Program live event was all of the materials that were provided. We don’t have a formal process in place for Estate Legacy Planning or estate administration, so it will be extremely beneficial for us to start implementing some of the samples provided! Thank you!
Joining the Freedom Practice has been the single best decision we have made to transform our law practice. We have been able to quickly implement programs and systems that completely reworked how we run our firm, shifted our entire approach to how we market and grow our business, and are allowing us to distinguish ourselves in a crowded field. Craig and his team are great to work with and are invaluable in their support and commitment to our success as a firm.
What I really like about The Freedom Practice™ is, as somebody who is a little bit older; this doesn’t tie the client to me personally or individually. What it does is that it marries the client to our firm. We’re also developing marketing processes that attach the client to our law firm, so they’ll be with our firm for the rest of their lives. For me, as a Senior Partner, this tells me that my younger associates can be successful over the long haul and that this program will be available to them to enable them to continue to be successful long after I retire. I highly recommend The Freedom Practice™ for any of you who want to really go to the next level in your estate planning practice.
I’ve just attended The Freedom Practice event with Craig Hersch and his staff, and Craig has put together a system, processes and support tools that I’ve been working on developing myself for nearly 15 years. He is delivering tens of thousands of dollars in value that will make a difference in my practice that will translate into hundreds of thousands of dollars over the next few years.
What first resonated with me was that everything Craig said made perfect sense. What next impressed me was his willingness to share the systems which he had developed over the past thirteen or so years that are working so successfully in his own daily practice. Acting upon his invitation, I returned from two intense days of workshop exposure in Florida to Craig’s systems. I cannot say enough good things about what I learned and intend to implement in my own practice.
I’ve been really excited to be participate in The Freedom Practice BluePrint Program™. As an estate planner from about 20 years ago, and getting back into it, I was really looking for a system that I could just adapt into my practice. What I’m finding with The Freedom Practice™ materials is that they are a complete program that I can just implement and use with my clients that’s already been developed with graphic design. It’s going to allow me to start delivering a very professional image in the client experience without the need to develop that myself, spending hours at the keyboard in some program figuring out how to get a deliverable to my client. The staff here is unbelievable. Their support is amazing, and I just look forward to the ongoing work with The Freedom Practice™ team.
Using the Estate Settlement Program I was able to show the value of our process and earn a five figure fee for settlement of a first spouse death.