PROGRAMS

Practice Xcelerator™ LIVE

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

Systems, Processes, Marketing, Technology, Teamwork & Client Care

Practice Xcelerator™ VIRTUAL

A Two-Day Virtual Practice Xcelerator Event!

Systems, Processes, Marketing, Technology, Teamwork & Client Care

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

  • Your Marketplace with Craig R. Hersch
  • Your Practice as Theatre with Craig R. Hersch & Michael B. Hill
  • Transaction V Relationship with Craig R. Hersch & Michael B. Hill
  • Is Marketing Evil? with Craig R. Hersch
  • Packaging Your Wisdom with Craig R. Hersch & Michael B. Hill
  • Multichannel Distribution with Craig R. Hersch & Michael B. Hill
  • Beyond the Lone Paralegal with Craig R. Hersch & Maria Reimer
  • Team Success with Craig R. Hersch & Maria Reimer
  • The Self-Managing Practice with Craig R. Hersch & Maria Reimer
  • Beyond Document Preparation & Email with Craig R. Hersch
  • Productivity, Efficiency & Accountability with Craig R. Hersch
  • Attracting A+ Clients While You Sleep with Craig R. Hersch & Michael B. Hill

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.

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. 

  • Escape an Oppressive Estate Planning Business Model at this Two-Day Live Event Featuring Content You Can’t Find Anywhere Else
  • Take Away Valuable Strategies to Immediately Implement in Your Office
  • Receive Kolbe Index Profile Analysis ($120 Value), Providing Insight into Your Work Environment
  • Tactics Optimize Your Team, and How to Engage Right Fit Members.
  • Discover Modern Systems, Marketing, Team & Technology Tools to Supercharge Your Practice.
  • Collaborate with Similarly Ambitious Colleagues from Around the Country
  • Analysis on Where to Spend, and More Importantly Where Not to Spend, Your Marketing Budget
  • Construct My Office’s Front/Back Stage Experiences Using Proven Implementation Strategies to Save Time and Money
  • Led by Your Colleague Craig R. Hersch, A Board Certified Attorney, CPA and National Practice Development Expert
  • Led by Your Colleague Craig R. Hersch, A Board Certified Attorney, CPA and National Practice Development Expert
  • Complete Organizational Binder with Written Exercises Documenting Your Adaptation Ideas!
  • Limited Time Offer to Apply Every Penny of Your Registration Investment to our Dynamic BluePrint Program!
  • Two for the Price of One Admission (Limited Time)! Bring a Partner, Associate, Attorney, Paralegal or Support Team Member to this Event Absolutely Free.

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.

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

Already a Freedom Practice Member?

Exclusive Systems, & Quarterly Coaching for Ambitious Estate Planners

Our most popular offering is the exclusive BluePrint Program. 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.

  • Admission to the Practice Xcelerator Event
  • Quarterly One-Day Coaching Sessions
  • Wisdom Packaging Techniques
  • An Audit of Your Mainstay Technology
  • Team Motivation Tools
  • Access to Our Digital Toolkit ($100,000 Value & Growing)
  • Collaborate with Other Attorneys
  • Create a Self-Managing Practice
  • Access to All LaunchPad Program E-Classes!
  • Breakfast, Lunch & Snacks included During the Event
  • Complete Organizational Binder with Written Exercises Documenting Your Adaptation Ideas!
  • Two for the Price of One Admission (Limited Time)! Bring a Partner, Associate, Attorney, Paralegal or Support Team Member to this Event Absolutely Free.

Already a Freedom Practice Member? Click below to register in the Member Hub.

  • Attend Two Summit Counsel Exclusive Events Annually, Featuring Top Experts from the Worlds of Marketing, Technology, Systems and Team Building.
  • Receive a “Golden Ticket” to All Freedom Practice Events, Including Practice
  • The Summit Counsel Events will be the Day Before or Following Your BluePrint Session.
  • Join the Most Exclusive Group of Estate Planning Elite to Share, Collaborate and Exponentially Grow Your Practice.
  • Join the Most Exclusive Group of Estate Planning Elite to Share, Collaborate and Exponentially Grow Your Practice.
  • Achieve True Maximization by Implementing Powerful Team Tools Available Only to Summit Counsel Members and Learn How They’ve Applied to Existing Freedom Practice Member Offices.
  • Receive an Area-Exclusive License All Freedom Practice Program Toolkits and All Other Benefits and Bonuses of the BluePrint Program.
  • Unlock Access to Our Advanced Technological Tools, Including Use of Our Highly Refined Sales & Marketing Funnels.
  • Receive Our Robust Digital Kit ($100,000 Value & Growing!) Full of Collateral Materials, Graphics, Client Deliverables and Other Media that You May Adapt Specifically to Your Practice, Differentiating Yourself in Your Community.

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

Launchpad™

An Online Educational Platform to Jumpstart Your Practice's Growth

Virtual E-Classes in Categories Relevant to Practice Development

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