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TRANSFORM YOUR LAW PRACTICE WITH OUR PROVEN CLIENT CONTINUTITY PROGRAM
Create, Launch and Scale a Successful Client Continuity Program
CREATE AND LAUNCH A SUCCESSFUL CLIENT CONTINUITY PROGRAM.
Welcome to a transformative journey designed for estate planning attorneys. Our masterclass, “Creating and Launching a Successful Client Continuity Program,” is more than a course—it’s a pathway to revolutionizing your practice. Developed by experienced estate planning professionals, this program guides you in building lasting client relationships and achieving financial consistency.
Whether you’re starting from scratch or enhancing an existing program, we provide the tools, strategies, and real-world insights needed for success. Join us and become part of an elite group of attorneys who prioritize client value and business growth.
KEY FEATURES & BENEFITS
PROVEN STRATEGIES FROM THE TRENCHES
Learn directly from seasoned attorneys who have successfully managed a continuity program for nearly 1000 enrolled families.
✓Apply real-world strategies that are tested and effective, ensuring practical and applicable learning.
COMPREHENSIVE CLIENT CARE MODELS
Gain insights into various continuity models such as Annual Maintenance Programs, Client Care Programs, and Legacy Clubs.
✓ Equip yourself with the knowledge to choose and customize the right model for your firm’s unique needs.
FINANCIAL GROWTH & STABILITY
Understand how to transition from unpredictable revenue to a stable and predictable financial model.
✓ Achieve financial peace of mind with a consistent and reliable income stream, enhancing your firm’s long-term sustainability.
CLIENT RETENTION & SATISFACTION
Discover the art of building and maintaining lasting client relationships.
✓ Increase client loyalty and retention, turning your clients into long-term partners and advocates for your firm.
STEP-BY-STEP IMPLEMENTATION GUIDANCE
Receive detailed instructions on structuring, pricing, and launching your Client Continuity Program.
✓ Follow a clear, step-by-step guide to effectively implement and manage your program, avoiding common pitfalls and obstacles.
MEET YOUR COACHES
CRAIG R. HERSCH
NATIONAL PRACTICE DEVELOPMENT EXPERT
Craig R. Hersch is the go-to National Practice Development Expert for truly entrepreneurial & ambitious estate planning attorneys. He almost single-handedly created the innovative, trademarked processes The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander™ and The Transitional Event Sequence™.
These unique processes, designed to provide clients with comfort and clarity when navigating the complex legal, tax and financial concerns associated with planning and administering an estate, are innovative game-changers that can’t be compared with anything else out there.
MICHAEL B. HILL
PRACTICE SYSTEMS IMPLEMENTATION EXPERT
Michael B. Hill is a partner at Sheppard Law Firm. Michael is a Florida Board Certified Will, Trusts & Estates attorney concentrating his practice in estate and wealth preservation and business succession planning.
Michael has extensive tax, legal and technology skills, enabling him to create unique plans for meeting client’s individual and family needs.
EVENT DETAILS:
DAY, APRIL XX, 2024
FULL DAY OF LEARNING & COLLABORATION
IN-PERSON EVENT IN SOUTHWEST FLORIDA!
VIRTUAL OPTIONS AVAILABLE
SUCCESS STORIES
Since 2016, The Freedom Practice has been helping estate planning attorneys from all across the country become the entrepreneurs they were meant to be.
The best thing was EVERYTHING!!!! the information shared about the Estate Settlement Program and the Client Care Program! I've been involved with other programs and this one is amazing and blows those others out the water! The way in which you guys have approached the best ways to communicate with clients — the quality of the brochures, books, etc. is phenomenal! Overall great program!
Freedom Practice provided a lot of really specific samples of tools they use in Client Care (letters, agreements, print screens of software, etc.) that, combined with the ability to hear from several other firms that have successfully run their own programs, made this one of the most helpful sessions ever!
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.
