Get the insider information, guidance, accountability, and support you need successfully add estate planning to your law firm and move that practice to the $250k level while setting you up to go to 7-figures all without waiting to live the life you love.
Designed to shave at least 3 years off your learning curve and provide a minimum of 10x ROI on your investment in the mastermind in the first year.
(Exclusive support for law firms making $500k+ in revenue)
Wendy has made a huge impact on my business. In just a little over six months working with her, I have more than doubled my firm's revenue and increased my staff from 1 to 2 associates, plus a paralegal, with a third associate and an administrative assistant on the horizon. In addition to helping me grow revenue, Wendy has helped me to change my mindset about how I spend my time. I am working less and spending more time with my family. I have come to think of Wendy as part of the management team - a trusted advisor and sounding board for any idea or concern, no matter how large or small. She has a strong talent for getting to the heart of the issue, asking probing questions, and offering great insights. If you are looking for someone who can help you take your practice to the next level, don't hesitate to give Wendy a call.
If you want to grow your practice and improve your quality of life at the same time, you should work with Wendy.
Quote fees with confidence with the words you know will appeal to your client
Build your firm to $21k+/month here in phase
This is where you’ll get clear on the future you really want for yourself and your $250k firm (for now)
A few of the things we’ll design together include:
You need to transform not just your strategy, but the very way you think and approach risk.
That’s why at this stage, we’ll dive deep into:
You'll learn how to track your sales, client metrics, and KPIs; assess how you’re spending your time, and check in on performance.
By breaking your progress towards your goals down into clear numbers, we’ll make sure you get (and stay) on the right path, and re-evaluate and adjust when you’re not.
Then, when you achieve your goals and have momentum behind you? We’ll map out the next level together. What's your phase 2?
$1,152,869 is the 2018 final. Thanks for getting us there.
This mastermind experience can fit into even the craziest schedule. We meet on Fridays because those are great CEO Focus Days.
Plus, co-working sessions and open office hours are included. You'll get 'er done on the spot.
A recording will be available if you're going to a wedding or soccer tournament out of town - of the judge just doesn't get you have other things to do on a Friday. :)
Block off Fridays now; you'll be so glad you did. Some Fridays, we'll meet from 11am ET to 1pm ET and other Fridays, we'll meet from 11am ET to 4:30pm.
There are two of those Fridays, I really want you to participate in, those are October 8th and November 12th. Consider the other longer day Friday offerings a very valuable bonus.
Cool! I'm thrilled to be working with you. Welcome!
We'll meet on Fridays starting Friday, October 1st.
Our sessions will be either from 11am ET to 1pm ET or they'll be from 11am ET to 4:30 ET for special events.
All sessions except for co-working sessions will be recorded so you'll never miss a thing even if you have a long weekend planned.
I'll release the full schedule in the private FB group.
Everybody needs a long weekend sometime.
Here's a perspective that may make you feel more comfortable. Your entire investment, which includes the information and tools designed to push you ahead by 3 years, is equivalent to 1/2 of just 1 trust-based estate plan. That's it.
Should you choose to invest in yourself and me, I can help you make your investment back quickly.
I'll show you how to 10x your investment in our very first session!
Substantive law will be woven throughout every mastermind session plus we'll have a full session focused on interviewing the estate planning client and estate plan design.
You'll see how all the pieces fit together to create a comprehensive estate plan that works.
Design template included!
Absolutely -- one of the first things I'll do is show you how to create time and space for you to think, and focus on your vision.
Most lawyers feel they have to fill every waking hour with something, or they’re not being productive. However, our first order of business will be carving out hours where you can think strategically, work on the projects that bring you joy, have fun, and just… be.
Then, I show you shortcuts!
Uncomfortable truth: you can’t “DIY” your way to a successful practice area add. If it was that easy, everyone would do it - well.
It’s the same reason I have mentors of my own: for this level of performance, you need hands-on support to help you constantly up-leveling your unique business and game.
While you’ll receive workbooks, articles, checklists, etc., the real value is in the 1-1 strategic and analytical work we do together.
This program will give you the information and resources you need to cut 3 years of fumbling off of your learning curve.
Hello There! This is Wendy. I'm the right person to lead this group because I've been there done that.
Here are a few fun facts:
1. I practiced estate planning law for 15 years, working on estates of up to $500 million. There were plenty of low cases as well. Loved it!
2. I've owned my own estate planning law firm and worked in estate planning firms both big and small. Failed, learned, succeeded - shared!
3. I served on the WealthCounsel senior executive team and built their practice development offering and team.
4. I've been helping attorneys build their law firm for 10 years and serve as a Master Law Firm Business Strategist. I added the "master" when I guided my first firm over the million-dollar mark.
5. I care about you as a human being more than anything. Who you become while creating a firm that gives you the life you love is what I get excited about.
This program is for you if you want to add estate planning to your law firm, are anywhere in the launch process, or have launched but revenues are under $250k.
Heck no! I can't guarantee anything I can't control. I guarantee that I'll provide the guidance, information, and support it takes to get there, but only you can make it happen.
I don't anticipate this particular program being run again any time soon. This is an incredible opportunity to build that estate planning practice strongly - and as a true business - w/o making incredibly common mistakes. Please do this for yourself. :)
Oh my! Yes, register now.
This is a small group mastermind so that everyone gets lots of focus time. Spots may not be available if you wait. Not kidding.
And, there's a bonus if you join now. You'll have access to special workshop sessions held on Fridays, September 10th and September 24th if you join before those dates. Others pay to access those sessions.