The Essentials Program 2017-08-17T14:51:25+00:00
Practice Development, Estate Planning, Probate Administration, Solo Firm Management, Small Firm Management, Attorney Coaching, Estate Systems, Trust Administration System, Probate Administration System, Strategic Planning, Trust Company Coaching, Trust Company Selling, Estate Planning System, Legal Sales, Law Firm Sales, Law Firm Team Tools, Law Firm Back Office Support

** The Freedom Practice™ reserves the right to deny admission to any attorney.  To that end, no other attorney in the Southwest Florida marketplace will be accepted into any program as we reserve that territory for our own practice.

The Essentials Program

For those attorneys who can’t make it to the Test Drive, you get six webinars introducing you to the most important concepts that you need to know in order for your practice to adapt to today’s market realities. Concepts include:

  • What you need to know about competition and commoditization;
  • Practice and attorney self-analysis to implement these strategies;
  • Identifying client value deliverables;
  • Creating a can’t miss client intake process;
  • Front/back stage systems review;
  • Importance of creating relationships rather than engaging in transactions and how best to so accomplish;
  • Secrets to a successful initial client meeting leading to a profitable engagement;
  • Why a client maintenance program is indispensable to your success and how to create one;
  • Necessity of providing client asset funding support;
  • Team building essentials;
  • Implementing the most profitable tiered fixed fee structure;
  • Marketing essentials;
  • And much more!

Each webinar is fully supported by worksheets to implement the concepts into your own practice and podcasts that explain and support the worksheets.

Tuition:   $1,995.00

FREE for The Freedom Practice Test Drive Enrollees

INCLUDED for Licensees of The Freedom Practice Blueprint Program

Earnings Disclaimers: At The Freedom Practice™ we don't believe in “get rich quick” programs — only in hard work, adding value, building a lasting and professional career, and serving others with confidence and clarity. Our programs are intended to help you share your message with a wider client base and to make a difference in the estate planning world while growing your practice. Our programs take a lot of hard work and discipline just like any worthwhile endeavor. We only want serious people dedicated to real professional development who want to add value and move their practice forward. As stipulated by law, we cannot and do not make any guarantees about your ability to get results or earn any money with our ideas, information, tools or strategies. We just want to help by giving great content, direction, and strategies. You should know that all products and services by our company are for educational and informational purposes only. Nothing on this page, any of our websites, or any of our content or curriculum is a promise or guarantee of results or future earnings, and we do not offer any legal, tax or other professional advice. Any financial numbers referenced here, or on any of our sites, are illustrative of concepts only and should not be considered average earnings, exact earnings, or promises for actual or future performance. Making decisions based on any information presented in our products, events, services, or website, should be done only with the knowledge that you could experience risk or losses just like any entrepreneurial endeavor. Use caution and always consult your accountant, lawyer or professional advisor before acting on this or any information related to a lifestyle change or your business or finances. You alone are responsible and accountable for your decisions, actions and results in life, and by your registration here you agree not to attempt to hold us liable for your decisions, actions or results, at any time, under any circumstance. We feel transparency is important, and we hold ourselves (and you) to an incredibly high standard of integrity.