Programs – Freedom Practice

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.

September 14-15, 2022

Benefits of Practice Xcelerator

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

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.

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

September 16, 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. 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.

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

Landing 2023

Benefits of the Summit Counsel

Attend Two Summit Counsel Exclusive Events Annually, Featuring Top Experts from the Worlds of Marketing, Technology, Systems and Team Building. The Summit Counsel Events will be the Day Before or Following Your BluePrint Session.
Receive a "Golden Ticket" to All Freedom Practice Events, Including Practice Xcelerator Events and BluePrint Quarterly Sessions, and Mid-Quarter Zoom Video Conference Learning Sessions.
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.

Member Hub

Launchpad™

Practice Xcelerator™

BluePrint Program™

Summit Counsel™