Special One-Time Offering!!!

My Law Firm Launch

The Group Program

~Estate Planning Edition~

Get the insider information, guidance, accountability, and support you need successfully launch your law firm and move it 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.

(Exclusive support for law firms making $500k+ in revenue)

The Making of a Million-Dollar Attorney™ Private Consulting

Mapping out your strategy to hit the million-dollar (or multi-million dollar) mark, get 15 to 20 hours a week -- and your life -- back, and make huge things happen for your firm.

LOOK: 

You should never be just “along for the ride” in your life or law firm.

It’s time to get behind the wheel, hit the gas to hit your goals, and enjoy your best life -- all while putting yourself on the road to that successful launch and that first $250k milestone.


This is a collegial, loving, supportive community focused on growth, collaboration, community, kindness, and learning focused on shaving 3 years off of your learning curve and helping you create the law firm that gives you the life you love.

Estate Planning Attorneys: This program is for you if you are anywhere in the launch process or have launched but revenues are under $250k. 

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.

After 15+ years of practicing estate planning law and 10 years guiding over 8,000 attorneys, I know what it’s like to suddenly realize:

  • You’re used to being successful but you may not be this time 
  • You know there's a path to what you want but you're not sure how to stay on that path
  • You’re used to working far too many hours but don't have the cash returns to show for it
  • You’re not delegating and feel as though you can't afford help 
  • You don't know where your next client will come from and you wonder whether you really should launch this firm
  • You're a great lawyer but don't know how to launch a successful firm
  • You’ve hit an earnings panic and need to bring in cash to make ends meet
  • You wonder whether you should work for someone else but are ready to create the life you love and be in control
  • You feel alone and wonder what people will think of you if you ask for help

And most importantly... 


You want a successful 

launch and you want to hit the $250k revenue mark faster and smoother than others know is possible

--- That’s exactly how this program is designed ---

There’s just one catch:

We’re going to think bigger than “just” your law firm.

  • We’ll explore the life you want to live, and design business strategies that support it.
  • We’ll transform your mindset so you develop the courage and confidence to take huge leaps.
  • We’ll dive into your values and vision, & the impact you want to make as a leader and authority.
  • We’ll assess your current health and wellness strategies to help you perform at your best.
  • And we’ll put you on a path to next-level success that’s sustainable and expansive.

Let’s begin.

If you want to grow your practice and improve your quality of life at the same time, you should work with Wendy.


How the Law Firm Launch Program Works

This is a 3-month group experience tailored to the guidance, information, and support that has proven successful historically. We'll give you what it takes to get out of the gate successfully and reach that first milestone, $250k.

Each group package includes:

⚜️

TWO LIVE Instructional Insight Sessions per month

Designed to get you the information and insights you need as you need them. 

⚜️

TWO LIVE Office Hours per month

To get your questions answered; each session we remove roadblocks, analyze metrics and results, and determine your next best steps to move your further fastest.

⚜️

TWO LIVE Co-Working Sessions per month

So you get the soft accountability, camaraderie, and focus time you need to get 'er done.

⚜️

TWO LIVE Book Club Sessions per month

Your success is 80% mindset; you'll learn to shift your perspectives and see opportunities previously invisible to you.

⚜️

WEEKLY LIVE Focus on mindset development

Be inspired, think clearly, see new things so that you respond to create the outcomes you want.

 

⚜️

Private Facebook Group

Get the information you need at the click of a button, chat with others on the same path, know you are not alone. I'll pop in there from time to time too!

⚜️

Complimentary access to exclusive discounts, resources, and tools 

Our work together gives you the keys to the Kingdom. Need a checklist, script, fee chart, written process, or referrals to complementary experts? If I have it, it’s yours.

⚜️

BONUS: Tickets to Special Events

From time to time we hold special events and you'll receive VIP Access. 

 


Your investment: 

Mindset, Focus, Time, Energy, Finances, and we'll ask that you share your JOY!!! 


 

WHAT DOES THIS GROUP ADVENTURE LOOK LIKE EXACTLY? 

While your experience is tailored to the group's needs, here’s a sneak peek at 

The Law Firm Launch Road Map

Foundations

First, you'll get the proven techniques to:

  • Pay yourself back for your investment in this program 10x
  • Identify multiple streams of income to add to law firm revenue
  • Charge what you're worth and avoid undercutting yourself 
  • Use tiers to let the client select their fee for an easier close
  • Quote fees with confidence with the words you know will appeal to your client

  • Overcome objections to close more clients
  • How to talk so clients will listen and hand you a check
  • Build your firm to $21k+/month here in phase 1

Life & Law Firm Design

You're starting from (near) scratch so we’ll formulate clear, achievable goals for both in and out of the office and show you how to get there. 

This is where you’ll get clear on the future you really want for yourself and your $250k firm (for now)

  • What do you want your life and law firm to stand for?
  • What impact do you want to have?
  • Who do you LOVE working with?
  • How do you want to spend your time?
  • How much money do you need to live the life you want?
  • Do you want to build to a million and take month-long vacations?
  • Do you want to sell your firm someday?
  • Do you want to sleep better at night?
  • Do you want to grow your mindset so you spy opportunities previously unseen?

Business + Marketing Strategy

Once we’re clear on what you want, we’ll set you up with a rock-solid set of strategies to make it happen. 

A few of the things we’ll design together include: 

  • Your business plan
  • Your marketing plan
  • Your sales plan
  • Your KPI/metric tracking
  • Your finances and financial reports
  • Your team, systems, and processes

And more...

Mindset + Success Principles

Radical truth: even with the best strategic set-up in the world, you simply can’t cross the $250k mark with the same attitude and mindset keeping you stuck where you are.

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: 

  • Living proven success principles
  • Overcoming terror barriers
  • Mastering your fear factor
  • Developing your unique brand of leadership
  • Understanding investments vs. expenses
  • Perspectives shifts so you see opportunities others miss
  • Feel a constant hum of joy

Tweaking + Refining Strategy

Once your systems and strategies are in place, you'll learn how to assess them closely to make sure they’re bringing you closer to your income and happiness goals.

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?

Ready to start your 3-month law firm launch journey? 

CLICK BELOW TO REGISTER AND GET STARTED

If you’re ready for the hands-on strategic guidance and support you need to take your law firm and life to the next level, you’re exactly where you need to be. 

Note the Investment Level: I've got the investment level as loooow as possible. It's equivalent to 1/2 the fee for just 1 estate plan in exchange for 3 months of support. PayPal often offers 6 months same as cash. I encourage you to adopt an entrepreneurial mindset and figure out how to make this happen. I will show you how to at least 10x your investment.  

JOIN NOW :) 1 pay x $2500
JOIN NOW :) 3 pay x $997

$1,152,869 is the 2018 final. Thanks for getting us there.

The Law Firm Launch FAQs

 

Here's a perspective that may make you feel more comfortable. Your entire investment, which includes the information and tools 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.

The Law Firm Launch experience can fit into even the craziest schedule. However, I’d recommend setting aside a minimum of 3 hours a week to do the work you’ll need to do on your business.

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.

Uncomfortable truth: you can’t “DIY” your way to a successful law firm launch. If it was that easy, everyone would do it. 

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 upleveling 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. 

xoxo

This program is right for you if you are anywhere in the estate planning firm launch process. Or, if your estate planning firm has already launched but your revenue is below $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. 

No. I don't anticipate this particular program being run again. This is an incredible opportunity to launch strongly and w/o making incredibly common mistakes. Please do this for yourself. :) 

Close

50% Complete

Luxury Retreat Registration

Please fill in your details below and we'll be in touch soon.