SALE ENDS
Days
Hours
Minutes
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CHANGE YOUR MINDSET,
TRANSFORM YOUR PRACTICE.
JOIN US FOR A two-day live event createD
exclusively for boutique estate planning firms.
NOV. 7-8, 2024
FREEDOM PRACTICE LEARNING CENTER
1567 Hayley Ln Ste 205
Fort Myers, FL 33907
WHAT YOUR COLLEAGUES
ARE SAYING about PX:
The Practice Xcelerator Event is an excellent program with the right combination of theoretical and practical advice and discussion. In a 2 day program I was able to list more takeaways and action plans than any other event I have attended.
James Hopkinson
Hopkinson & Abbondanza
I brought an associate and a clerk from my firm to the Freedom Practice Xcelerator Program, having met Craig at Heckerling, I expected a finely tuned presentation, and I was not disappointed. Craig, Mike, Maria and all of their team who participated in the bootcamp were extremely organized and prepared to help my team and I bring my firm to the next level. Our takeaways were numerous and invaluable to that goal.
Steven Adler
Adler Law Firm
I always leave the Freedom Practice events with specific improvements to immediately apply to my practice. Interacting with other practices and exploring their experiences is an added benefit!
Michael Clear
Wiggin & Dana LLP
Practice Xcelerator provided me with the tools that enable me to gain confidence in my growth as a leader, entrepreneur, attorney, and as a person. I’m learning I have plenty of untapped value, that PX has helped me materialize, so I can be the best I can be. Thank you to the Freedom Practice team for all your collective wisdom, sharing, and experience!
Mark Ignacio
Mark Ignacio Law, APC
This event was excellent. It pushed me to make decisions that I wanted to make for years. The presentation was informative and a great guide to enhance my practice.
Joseph Silek
Joseph F. Silek, Jr., P.C.,
When I first signed up for this event I was not sure what to expect, but I was welcomed with a wealth of knowledge that is going to have a direct impact on my firm. The processes and ideas that were presented will help pave the way for growing my firm's law practice to a height not even imagined by my firm's competition.
Mack Ivy
Stan Miller Law Group
Practice Xcelerator provided me with tools to expand my practice. The lessons are easy to understand and follow. These will allow me to better serve my firm's clients. All the speakers were engaging and interesting. Thank you!
John Wilkerson
Price Law Firm, APC
The best thing about [Practice Xcelerator™] was hearing other attorneys in the same industry struggling through and overcoming business obstacles. Learning about the solutions to common issues. Validation of the things I've already been doing and confidence to move toward implementing new processes.
Matthew Lewis
Gertsburg Licata Co.
I came to the Practice Xcelerator Program looking for solutions (which I got) … but I left with the realization that I need to change my mindset and my team’s mindset about who we serve, how we serve them, and how to serve them better if I am serious about transforming my practice.
Janet Brewer
Law Office of Janet L. Brewer
Days
Hours
Minutes
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EARLY BIRD / SYMPOSIUM REGISTRATION LIVE: SAVE $500 on px registration
NOW OFFERING VIRTUAL ATTENDANCE!
For the first time ever, attend our event anywhere in the country!
Attorneys now have the option to register as a virtual guest.
VIEW THE AGENDA
The Client Experience
CRAIG R. HERSCH
Craig Hersch first published on this subject in Trusts & Estates Magazine. In a commoditized world, your clients expect a transaction when you intend to create a valuable experience. Consequently, the client fee expectation is often much lower than your intended charge for your services. What steps must you take to bridge the experience gap before and during the time of engagement?
Front/Back Stage Systems and Client Value Creation
CRAIG R. HERSCH
What will clients pay a premium for? In this session we discuss how consistent systems and processes are crucial to creating client value, comparing transactional versus experience economy models. We also define the three elements of client value, and how that applies to your estate planning practice.
Overcoming Rugged Individualism
CRAIG R. HERSCH
Leading an estate planning law practice from its inception requires being comfortable with risk and a “do-it-yourself” spirit, or “rugged individualism.” That mindset allows you to thrive…in the early years of your practice. Eventually you reach a ceiling, requiring you to find multipliers, and more importantly, letting go to enlist them. Three statements identify you as a rugged individualist. What are they? Techniques to break-through to the next level addressed.
LUNCH SERVED
Successful Initial Client Interview
CRAIG R. HERSCH
An initial interview is much more than signing an engagement letter, nor is it all about socially connecting with the client, although these two items are important. It’s vital that two goals are accomplished – you want your client to see the unique value that your firm will create for him or her, with the implied understanding that they can’t find the same services anywhere else for any price. We’ll demonstrate how to differentiate your practice from the competition.
Focus, Not Frustrated
CRAIG R. HERSCH
A very real danger with taking your practice to higher levels is the feeling that you’ll never get to the top of that mountain. Guess what? You won’t! Because once you summit, you’ll have your sights set on another, higher mountain. Constantly looking for that higher summit can be emotionally draining and sap your energy, and that of your team. As Colorado hikers know, “every now and then, turn around, because that’s where the view is.”
Key Takeaways and Action Plan
We provide thinking tools to record your key takeaways as they occur during our sessions to create an action plan when you return to your office. Before we break for the day to enjoy dinner together, we ask you to share one key takeaway with everyone that you plan to implement into your practice.
Right Fit Team Members
MARIA L. REIMER
You never know who you hired until they start working for you, right? This bromide isn’t true with today’s online tools available to your practice. Maria Reimer, a Kolbe* certified specialist, will walk you through how personal assessment tests can be used to fit team members, even existing ones, into positions where they will thrive. We’ll also review the Freedom Practice® Team Tools Kit, which sets up each team member for success from the onset of employment through annual reviews.
Marketing Avatar & Niche
CRAIG R. HERSCH
To develop classy marketing geared toward your A+ client, you must first describe, in great detail, the physical, emotional, socio-economic and demographic attributes of that client. Your outreach efforts towards “anyone who needs estate planning” will not succeed, as they won’t speak to the needs and emotions of your specific niche. This deep dive provides you clear direction to put together influential, persuasive, educational materials your prospects will look for.
LUNCH SERVED
Overcoming Objections to Trust Administration Services
HAYLEY E. DONALDSON
Wasn’t probate avoidance the selling point of a trust? After your client’s death, how do you engage the client’s spouse or children as trustee/executor/personal representative who believe that because client had a trust, there is nothing to do other than distribute assets? In this session we will review how a consistently applied, well considered Front/Back Stage system can take your probate and trust administration practice to the next level.
Client Care Program
CRAIG R. HERSCH / MICHAEL B. HILL
Whether you call it annual maintenance or client care, the benefits to these programs are enormous. We review the different types of programs that you might incorporate into your practice, along with the advantages and disadvantages to each. Aside from annuitizing your client base, a great program forms a unique community differentiating your firm in the marketplace. We learned in yesterday’s session that systemic client value creation drives your success – how will that shape your program from its inception and going forward?
No / Low-Cost Technology
MICHAEL B. HILL
It is frustrating when a client calls because his file hasn’t been touched for months. Despite dealing with a client fire, this could pose ethical problems if a bar complaint for neglect is filed. As your practice multiplies, keeping track of work-in-process becomes exponentially more difficult. Fortunately, there’s free and low-cost software solutions you can integrate into your systems. We examine different technologies and discuss the importance of API in your CRM.
Wrapping it All Up - The Freedom Practice Process
There’s a seven-step process to incorporating new concepts and strategies into your practice. In your ever-expanding orbit your firms capabilities increase while your personal focus becomes more precise and narrows. Going forward you’ll have a template to implementing all of the ideas that you gained from Practice Xcelerator
EARLY BIRD / SYMPOSIUM REGISTRATION LIVE: SAVE $1495 on px registration
NOW OFFERING VIRTUAL ATTENDANCE!
For the first time ever, attend our event anywhere in the country!
Attorneys now have the option to register as a virtual guest.
Some states will accept Practice Xcelerator™ as Continuing Education. We will provide you with an attendance certificate and course outline to facilitate your submission to your Bar.
Keep in mind, the practical education you will receive, no matter the bar credits, will be invaluable.