Access our private Slack community and get member discounts on courses/events
Weekly group coaching, sales training, and tactical webinars + all Silver benefits
Full day 1-on-1 session mapping your vision, strategy and operations
Experience the breakthrough that comes from a full day focused entirely on your firm’s future.
We’ll cut through the day-to-day noise to create your custom blueprint for growth.
You’ll walk away with clarity, momentum, and a roadmap that’s tailored specifically to your goals—not generic advice that goes nowhere.
Get the exact systems driving today’s top planning practices. Stop guessing, start growing with proven templates and workflows that actually work.
Connect with firm owners who get it. Real questions, real answers, real results. Build relationships with peers who understand your challenges and share wins.
Solve real problems with expert guidance each week. Skip the theory—get actionable strategies to break through roadblocks and accelerate your firm’s growth.
Master team leadership and client conversion with training built for estate planning attorneys. Close more clients authentically and build a team that performs.
Get cutting-edge strategies each month that tackle what planning firms need today. Marketing, operations, growth—practical tactics you can implement immediately.
Jump to the front of the line for our high-impact events and workshops—always at exclusive member pricing. While others wait, you’ll already be implementing what’s next.