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Exclusively for Estate Planning Law Firms!

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The 2 DAY LIVE Practice Xcelerator Event

April 26-27, 2023 Embassy suites
estero, fl

Until the Event

Days
Hours
Minutes

The Practice Xcelerator Event

April 26-27, 2023

Until the Event

Days
Hours
Minutes

COURSE DETAILS

WEDNESDAY, APRIL 25

The Client Experience

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

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

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

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

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.

THURSDAY, APRIL 26

Right Fit Team Members

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

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.

Overcoming Objections to Trust Administration Services

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.

Lunch Served

Client Care Program

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 

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 templet to implementing all of the ideas that you gained from Practice Xcelerator.

TUITION/LOCATION

TWO FOR ONE PRICE!

$3495 for 2 Attendees
This enrollment allows you to bring one other member from
your law firm. It’s important to bring along someone who
can prioritize and implement key takeaways.

Additional Guests are just $700
Your Firm can bring up to 2 additional guests for $350 a day per guest, or $700 per guest for the entire event.

Click Here to View the Travel Sheet

 

CLE

Some states will accept Practice Xcelerator as Continuing Education. We will provide you with an attendance certificate and course outline you can submit to your Bar.

The practical education you receive, no matter the bar credits, will be invaluable.

Course Details

Course Details

More Information on

FAQ

YES! For the nominal fee of $700 each, you can bring as many people as you want. One firm from the Boston area is bringing three additional firm members.

Click here to download the airline, hotel and other travel information.

Examining your clients’ mindsets, and that of you and your team are foundational to our strategies. So is the theory behind our strategies so you’ll know how to better adapt them into your practice. With that said, your takeaways will include concrete steps and materials you’ll be able to use to take your practice to the next level.

YES! You’ll have so many takeaways from the two-day event that you’ll have to prioritize which ones to first implement. That’s why your one tuition includes two members of your law firm. We want you to have help adapting the great ideas you’ll generate, and the only way to do that is to have a fellow team member learning right beside you.

That depends upon your drive and ambition. If you’re happy with an assistant or two and are unwilling to invest in yourself and your practice, you may not be able to incorporate the valuable strategies you’re going to learn. If, however, you want to increasingly focus on what you do best and hire or outsource to delegate tasks that need to be done but aren’t your highest and best use, then this program is right for you.

For nearly everyone, you CAN get out of your office – it’s just that you DECIDE not to. It doesn’t matter when the next Practice Xcelerator is scheduled, our experience with this excuse is that you’ll recycle it, no matter the date. Putting this event off just puts the start to your bigger future on hold. (Craig Hersch is a coach who holds you to your promises to invest in your practice and implement your ideas – this answer is indicative of his expectations.)

YES! We’re offering a full Xcelerator tuition credit towards enrollment in our quarterly BluePrint live coaching program!

A Limited Number of Seats are Available!

This Event Sells Out
Every Year!

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