MARCH 29 – MARCH 30 2023 1PM- 4PM EST

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

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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.

NEXT DATE: MARCH 29-30 FROM 1PM- 4PM EST

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Interested in seeing how The Freedom Practice can 10x your practice?

Schedule a FREE 20 Minute Practice Assessment to see how our systems and processes can help YOU succeed.

COURSE DETAILS

WEDNESDAY, MARCH 29TH

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.

THURSDAY, MARCH 30

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. 

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.

Course Details

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MULTIPLY YOUR REVENUE · ATTRACT A+ CLIENTS · IMPROVE PRACTICE EFFICIENCY

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