Peer Group Simulation on Mar. 21

EPiC Peer Group, a peer group program for estate planning law firm owners, will hold a free 1-day peer group simulation so that interested candidates can experience the solution firsthand. We limit participation to make the session manageable and productive. The date of the session is March 21, 10 a.m.-4 p.m. CDT. The session will be presented via Zoom meeting.

The simulation will be presented within a workshop environment, aimed at inspiring you to get started on your personal and practice goals for the next 12 months.

-Thomas M. Fafinski will lead a discussion on how to drive marketing, sales and client retention results, building lead dashboards, and sales and marketing metrics.
-Nathan W. Nelson J.D. LL.M will lead a conversation on measuring and tracking productivity, production processes, financial metrics and financial dashboards.
-We will discuss technology solutions that may help to streamline your processes and improve your practice.
-We will conclude with the cornerstone of peer groups: collaboration with fellow members and professional facilitators about your practice’s deepest needs, questions and concerns.

Take home solutions that will help you achieve your personal and professional goals—and expand your professional network in the process.

EPiC is a peer group membership organization. Each group is comprised of practices that are in similar stages of development. In a small-group setting with attorneys in a similar financial position, participants are encouraged to share what they’ve learned works (and doesn’t work) for their practice while supporting each other in an environment of honest discussion.

If you decide you want to participate in the solution after experiencing it on March 21, we will determine which group is the right fit for you—one in which members are from firms of similar size, revenue, number of employees, and not within your geographic area of competition.

To participate, register here.

Published by Tom Fafinski

Thomas Fafinski is co-founder of EPiC and actively facilitates several of EPiC’s peer groups. He is an active estate planning and business law attorney with Virtus Law PLLC, specializing in planning for high-net-worth individuals and providing legal services to tech companies across the country and internationally. A frequently published contributor to national periodicals such as WealthCounsel Quarterly, Dakota County Tribune, Star Tribune and various newsletters, Tom has also been featured on Todd Rooker’s radio show “Cover your Assets,” and on multiple episodes of MSP Radio. He is a contributor and member of the national asset protection, tax and estate planning organization, WealthCounsel. He is admitted in State and Federal Court for Minnesota. Tom is an active real estate investor with commercial holdings with nearly $10M in holdings. Tom cherishes spending time with his family and extended family and enjoys reading mystery and suspense novels, golf, Mustangs of the ‘60s, his dogs (for the most part) and attending sporting events. He is also a die-hard Bruce Springsteen fan.

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