Sample a Session – Tuesday 12/15/2020

EPiC Peer Group ( will be doing a 1 day peer group simulation for owners and partners of Estate Planning law firms so that interested candidates can experience the solution.

There is no charge for participating. We have limited participation to make the session manageable and productive. The date of the session is December 15 from 10-4 CST and will be conducted via a zoom meeting.

  • There will be a workshop environment for getting started with your personal and practice goals for the next 12 months.
  • We will be leading 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 be leading a conversation on measuring and tracking productivity, production processes, financial metrics, financial dashboards.
  • We will be discussing technology solutions to consider to help you improve yourself and 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. If you decide you want to participate in the solution after experiencing it on December 15, we place you in the right fit group (other members of similar size, revenue, employees and not within your geographic area of competition). The monthly fees are only $400 and nearly all members have reported a significant gain in revenue, profit and/or efficiency which is a multiple of their investment.

Hope to See You on the 15th!

Tom Fafinski

You will receive a meeting invite with a Zoom link.