Launchpad™

An Online Educational Platform to Jumpstart Your Practice's Growth

Virtual E-Classes in Categories Relevant to Practice Development

Practice Xcelerator™

A Two-Day, Live Event Unlocking Your Practice's Full Potential

A preview of our Trademarked Systems

BluePrint Program™

Exclusive Systems, & Quarterly Coaching for Ambitious Estate Planners

Create a Self-Managing Practice

Summit Counsel™

Dynamic, High Level Collaboration Among Estate Planning Elite

A Golden Ticket to All Freedom Practice Events Included

Launching Soon

Systems & Processes

Marketing Masterclass

Team Tools & Success

Technology Transformers

An Online, Educational Platform to Lift-Off Your Practice's Growth

The Freedom Practice’s Fast Track course is an online, educational platform to jumpstart your practice’s growth. Each of the four modules is comprised of three live e-classes each. Designed for the ambitious estate planner on the go, Craig R. Hersch & Experts from the field dive into the importance behind various aspects of your practice.

May 19-20, 2022

Benefits of Practice Xcelerator

Additional Benefits of Practice Xcelerator

A Two-Day Live Event Unlocking Your Practice's Full Potential

An exclusive, Two-Day live event designed for boutique estate planning firms looking to unlock their practice’s 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. 

Admission paid for The Practice Xcelerator Event can be credited to your year-long membership in either The BluePrint Program or The Summit Counsel if applied with thirty (30) days of The Practice Xcelerator Event.

March 10, 2022

Benefits of the BluePrint Program

Additional Benefits of the BluePrint Program

Exclusive Systems, & Quarterly Coaching for Ambitious Estate Planners

Our most popular offering is the exclusive BluePrint Program. Once you enroll and as long as you remain part of our Freedom Practice Family, we won’t admit any other firm within a designated area. This 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. Create a whole new playing field on which no other firm, big or small, will compete. Collaborate with like-minded colleagues from around the country and receive state-of-the-art instruction from our team of experts.

Landing 2023

Benefits of the Summit Counsel

Dynamic, High-Level collaboration among estate planning elite

If you’re one of the premier estate planning and trust administration attorneys in the country, The Summit Counsel is for you. This dynamic, high-level collaborative group is composed of only elite attorneys and advisors. Launching in 2023, The Summit Counsel will help you exponentially grow your practice by sharing the highly refined tactics, technology and tools used by the most successful estate planning firms.

Admission paid for The Practice Xcelerator Event can be credited to your year-long membership in either The BluePrint Program or The Summit Counsel if applied with thirty (30) days of The Practice Xcelerator Event

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