Learn How Joining a Peer Group Can Guide Your Estate Planning Firm to the Next Level

No Obligation 20 minute call

If you’re like most small Estate Planning Law Firms, the biggest struggles you face in your practice are things you weren’t taught in law school. For Example:

  • How do I sell and market what I do?
  • Where do I find my best source of leads?
  • What technologies do I need to adopt and embrace?
  • What systems and processes do I need to take my business to the next level?
  • How have other successful Estate Planning attorneys effectively scaled their practice?
  • How do I “manage” the business part of my practice? What can I delegate and what must I still do?

We get it. We’ve been there and in some cases are still there because we’re also practicing attorneys who live many of the same challenges you face daily. We don’t promise to have all the answers, but in our Peer Group Sessions, you get access to a mastermind group of actively practicing attorneys who know your world well because they live it. Together we work through the issues facing your firm.

Set up a 20 minute call with me and I’m happy to answer any questions you may have and you’ll learn if joining a peer group is right for you.

Check out what’s on our agenda for the Peer Group meetings this quarter:

Hope to connect with you soon!


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