The Test Drive Event
This two-day all inclusive workshop introduces you to the Freedom Practice estate planning and administration practice systems that will give you the tools to both evaluate and transform your practice. You will learn how today’s clients view the changing estate-planning legal marketplace in general and how your clients specifically evaluate your services, and what you must do to successfully adapt. You will also get an insider’s view of national practice development expert Craig R. Hersch’s unique and highly profitable practice systems, The Family Estate & Legacy Program® and The Estate Settlement Program®, which you may license to incorporate into your own practice. Spots are limited to 35 firms/session.
Two day workshop held in a Fort Myers/Naples Florida area resort for you and one colleague in your firm.
Kolbe® Index/Instinct profile analysis for both enrollees.
Team structure analysis, including outsourcing possibilities.
Discussion of front stage/back stage construction and implementation strategies.
Insiders’ review of each of the fourteen modules making up The Family Estate & Legacy Program® and The Estate Settlement Program®
$3,850.00 total for both enrollees
Your entire tuition enrollment may be credited toward your first year tuition in The Freedom Practice Blueprint Program™
The Blueprint Program
Our cornerstone Blueprint Program offers an intensive estate planning and administration practice system coaching experience combined with collaboration, and much more.
EVERYTHING included in the Test Drive Event.
Ongoing quarterly coaching program led by national practice development expert Craig R. Hersch.
An exclusive license* to use The Family Estate & Legacy Program® front stage/back stage estate planning system and The Estate Settlement Program® front stage/back stage estate administration system in your firm’s own practice.
Three additional quarterly coaching sessions held in the Fort Myers/Naples Florida area, including collaboration with other top estate planning professionals from around the country.
Coaching on how to implement the front/back stage for the modules in Craig’s systems that have transformed his practice and increased his revenue several times over.
Annual Tuition: $9,845.00
Charter Members (first 100 takers) receive the promise that we will not increase tuition for them for a period of four (4) years. Enrollees of The Freedom Practice Test Drive™ may apply the enrollment fee against the first year’s tuition if enrolled within 30 days of attending.
*Exclusive License – Exclusive licenses will be granted to qualified attorney applicants. You may create a territory within your community as governed by the license agreement where we will not license these systems to any other firm whose main office is located within said territory. See Attorney Licensee Application and License Agreement for details.