Special One-Time Offering!!!
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)
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 1
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.
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.
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. :)