Success Stories

Since 2016, The Freedom Practice has helped dozens of entrepreneurial estate planning attorneys around the country. With its unique two-attendees-for-one-tution BluePrint program, The Freedom Practice’s collaborative coaching sessions and innovative systems are second-to-none! 

Adam Gunderson, Gunderson Law Group

Freedom Practice provided a lot of really specific samples of tools they use in Client Care (letters, agreements, print screens of software, etc.) that, combined with the ability to hear from several other firms that have successfully run their own programs, made this [August 2021 BluePrint Event] one of the most helpful sessions ever!

Peter O
Peter Osman, Borakove | Osman LLC

Another great session with the Freedom Practice team! Craig, Mike, Hayley, Maria, Gina, and company do a great job of blending new concepts and ideas while reinforcing material from past sessions – and they provide the tools and motivation to implement at our firm. 

The best content from the BluePrint Program session was the segment on the Advanced Planning Expander (APE) and conceptualizing the up front engagement as a review, goal setting, and design, while segmenting out the documents and drafting for later phases or steps. 

Joe Fournier, Fournier Legal Services

I truly enjoyed the live event! Craig continues to remind us of the big picture. Maria was outstanding! Really valuable explanations of how to use Kolbe to achieve team synergy. Also enjoyed Hayley’s presentation of how to turn estate settlement into a “process.” Best thing? Probably the interaction among the members. Sharing experiences, what works, what has not worked, etc. and the freedom to ask questions and share ideas in a non-threatening and supportive environment.

Ashley Staunton, Jones Law Firm

The best thing about the BluePrint Program live event was all of the materials that were provided. We don’t have a formal process in place for Estate Legacy Planning or estate administration, so it will be extremely beneficial for us to start implementing some of the samples provided! Thank you!

Ken Simmons & Marco Schiavo, Simmons & Schiavo LLP

Joining the Freedom Practice has been the single best decision we have made to transform our law practice. We have been able to quickly implement programs and systems that completely reworked how we run our firm, shifted our entire approach to how we market and grow our business, and are allowing us to distinguish ourselves in a crowded field. Craig and his team are great to work with and are invaluable in their support and commitment to our success as a firm.

Ted Gudorf, Gudorf Law Group, LLC

What I really like about The Freedom Practice™ is, as somebody who is a little bit older; this doesn’t tie the client to me personally or individually. What it does is that it marries the client to our firm. We’re also developing marketing processes that attach the client to our law firm, so they’ll be with our firm for the rest of their lives. For me, as a Senior Partner, this tells me that my younger associates can be successful over the long haul and that this program will be available to them to enable them to continue to be successful long after I retire. I highly recommend The Freedom Practice™ for any of you who want to really go to the next level in your estate planning practice.

Karen
Karen Brady, Brady, McFarland & Lord, LLC

Using the Estate Settlement Program I was able to show the value of our process and earn a five figure fee for settlement of a first spouse death.

Howard Lang
Howard Lang, Estate & Business Law Group, PC

The lessons I’m learning and implementing are invaluable to me and my team, and I’m saying this having run a successful practice for over 40 years.

Joseph Mitchiner, Mitchiner Law Firm, PLLC

What first resonated with me was that everything Craig said made perfect sense. What next impressed me was his willingness to share the systems which he had developed over the past thirteen or so years that are working so successfully in his own daily practice. Acting upon his invitation, I returned from two intense days of workshop exposure in Florida to Craig’s systems. I cannot say enough good things about what I learned and intend to implement in my own practice.

Hank Weatherby, Weatherby & Associates, PC

I’ve just attended The Freedom Practice event with Craig Hersch and his staff, and Craig has put together a system, processes and support tools that I’ve been working on developing myself for nearly 15 years. He is delivering tens of thousands of dollars in value that will make a difference in my practice that will translate into hundreds of thousands of dollars over the next few years.

Brontie Masero, Brady, McFarland & Lord, LLC

The best part of the Freedom Practice is the culture they create. I always look forward to seeing the other attendees and Freedom Practice team, and the exchange of ideas that takes place.