Testimonials

March, 2021 – Tom and Nate, As you know I just completed my first two-day EPiC Peer Group Session.  The last two days were intense and I was exhausted at the end of both days.  I can’t put into words what it was like to collaborate with a group of nine other estate planning attorneys from across the country with similar estate planning practices, goals and values.   We worked as a team to help each other over these last two days. I learned so many best practices from the group members during this first two-day Group Session.   I was able to incorporate one of these best practices at my very next client meeting!

I have participated in two other Master Mind/Peer Groups in the past and this first two-day Group Session was by far my best experience. I am very much looking forward to the accountability and comradery of my EPiC Peer Group as we all work together as a team to improve our respective estate planning practices. Thank you! Chad R

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March 2021 – I am thrilled with the information you are providing and the group I have joined. Thank you again. Andrea K.

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I just returned from my first Peer Group session.  It was a 10+ on a scale of 1 to 10!  Tom Fafinski and his law partner Nate Nelson did an outstanding job as facilitators and were great guys to boot.  I was able to work on instead of in my law practice for two highly productive days, an opportunity I will have four times a year because of the Peer Group solution.   My Peer Group was comprised of several similarly situated but non-competitive estate planning attorneys from across the country who share a common desire to increase the cash flow and improve the efficiency of our offices and ultimately be the best lawyers we can be.   I received actionable feedback from my fellow members as well as from Tom and Nate to help me achieve the goals I have set for my practice, and appreciate the fact that they will hold me accountable to meeting those goals as we go forward.  If you are an established estate planning attorney and want to achieve better results for your practice, I strongly recommend you consider the Peer Group solution! Thomas F. (MA)

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I have been in a Peer Group for about three years now. I first heard about peer groups at the symposium a few years ago when Tom Fafinski and Nathan Nelson did a presentation on them. I was immediately interested, but at the time I didn’t think I could afford it. I followed up about a year later and decided to take the plunge and join. It has been an unbelievable difference maker for my practice! In the last three years, I’ve more than tripled my practice. Obviously the peer group is not the only reason for that, but it has been a significant contributor. Beyond that, the friendships I’ve made, the ability to have a tight group of knowledgeable folks to ask questions not only about running my practice, but planning strategies, technology, systems and processes, hiring/firing and managing staff, etc. have been invaluable. If you are looking to take your practice to the next level, joining a peer group is an excellent investment. I use that word intentionally, because I don’t really view it as a cost at this point. You have to invest in yourself and your practice if you want to make it better and grow. There are other coaching programs out there, some of which I am sure are great, but for the money, I think the EPiC peer groups are about the best bang for the buck you can find. Cory H. (NC)

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At the peer group in the very first hour I got an idea that made the trip worth it and I got several more in the balance of the time that I have been here. Hank W. (CN)

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This peer group interaction, the facilitating by both Tom and Nate, have been just amazingly insightful.  They have pushed us to make commitments that – that is something that I am usually loathe to do; they have helped us the way we measure the financial results of our practice and have helped us to do the planning and work on our practice as opposed to working in our practice. Absolutely worth the investment. Andy S. (NC)

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I just want to say thank you for your input and patience. i will say that the peer groups value has shown up big time during this pandemic. WC should push that for when they try to get people to sign up for peer groups. I was hesitant to sign up … but it’s been worth the money.  Amy R. (FL)

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Thanks you very much- this is a great tool and input for us all. Thanks also  for your consistent actions members behalf. Bill C. (VA)

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Thank you guys for all the wonderful information and support! You guys have been amazing in leading that powerful group! 🙂 Attorneys as a whole need this … if we don’t band together it will be tougher and tougher out there as time goes on. Shaddi S. (CA)

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Defining the vision, mission, and core principles of your practice is an important starting point for long-term success. The extra ingredient that has led to improved success for me is adding a process where someone thoughtfully and lovingly holds me accountable for what I do and don’t do. Moving from a vision into real and measurable goals for revenue and profit is a great start. My participation in the Peer Group program has led me to construct roadmaps—actionable and realistic plans—to help me achieve my goals. The key isn’t the particulars of the program, it’s the thoughtful holding to account and insight provided by colleagues when married to vision and action plans that have led to the growth. Define your vision, craft a plan, and then find someone to hold you accountable to your plan. That’s the winning combination for growing your practice. – Stan M

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The Survey Results:

100% of respondents recommend participation in the Peer Group. 100% of respondents indicate that participation has enhanced their practice. 90% indicate that the Peer Group has greatly enhanced their practice.

When asked: “Based upon your participation in the Peer Group solution, how much do you think you been benefited in terms of growth in revenue, operational efficiency associated with management structure or processes, sales and marketing ideas, increases in your pricing from value pricing, bench marking from peers, incorporation of technology solutions, additional product offerings:”

  • 30% responded by $100,000 or more
  • 10% responded by $50,000
  • 10% responded by $30,000
  • 20% firms responded that there was a benefit but that it was incalculable or uncertain (but indicate for certain a benefit in visibility and efficiency of operation)
  • Only 1 firm responded that it had not received a financial benefit (but still recommended participation)

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