VIRTUAL
PRACTICE XCELERATOR
Created by board-certified estate planning attorneys
EXCLUSIVELY for
estate planning attorneys
ABOUT PRACTICE XCELERATOR:
- Learn FRONT STAGE Systems supported by BACK STAGE PROCESSES to INCREASE REVENUE without working longer or harder
- Discover how to consistently deliver a UNIQUELY POSITIVE CLIENT EXPERIENCE that differentiates you from your competition
- Use FREE and LOW COST TECHNOLOGY to IMPROVE TEAM PRODUCTIVITY
- Implement TEAM SUCCESS tools to create a SELF MANAGING PRACTICE
- Create tested online marketing strategies based on a client-valued educational experience
- Build ongoing revenue streams with an A+ CLIENT CARE PROGRAM
View our free learning center
Access hours and hours of 100% FREE videos, podcasts, and articles from National Practice Development Expert Craig R. Hersch.
What does my tuition COVER?
Practice Xcelerator is the prerequisite program to increase the quality and decrease the quantity of what you do. Understanding fundamental concepts including client perception, team organization, systems, processes, technology, and creating client educational experiences are core takeaways.
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Schedule a FREE 20 Minute Practice Assessment to see how our systems and processes can help YOU succeed.
COURSE DETAILS
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.
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.
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.
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.
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.
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.
TUITION/LOCATION
Tuition is $3295.00 for two, three hour informative virtual sessions.
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:
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.
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.
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.
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.
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.
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.
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
DAy 1
DAY 2
Tuition Information
CLE
DAy 1
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.
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.
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.
DAY 2
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.
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.
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.
Tuition Information
Tuition is $3295.00 for two, three hour informative virtual sessions.
Click here to view Tuition Information
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.
TUITION
Tuition Information
Tuition Information
Tuition is $3295.00 for two, three hour informative virtual sessions.
Click here to view Tuition Information
ATTORNEY REVIEWS
Since joining Freedom Practice we have multiplied revenues, acquired new capabilities and gained freedoms which makes our practice more enjoyable for us, our team, and our clients.
Shayna BorakoveBorakove Osman, LLC // Madison, WI
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.
Ted GudorfGudorf Law Group, LLC // Dayton, OH
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.
Marco SchiavoSimmons & Schiavo LLP // Woburn, MA
Using the Program I was able to show the value of our trust administration process, earning a five figure fee for the settlement at a first spouse's death.
Karen BradyBrady, McFarland & Lord, LLC // Arvarda, Co
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.
Hank WeatherbyWeatherby & Associates, PC // Bloomfield, CT
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.
Joseph MitchinerMitchiner Law Firm, PLLC // Raleigh, NC
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.
Joe FournierFournier Legal Services // New Haven, CT
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