NLBM Call Calendar — Weekly

This call happens at 8 am PT | 9 am MT | 10 am CT | 11 am ET

Want to start your week feeling clear, organized and ready to hit the ground running? Join us every Monday morning for a facilitated planning session for the week. During this one-hour session, you will be supported to map out your most important zones of focus and create a time-blocked calendar for the week.

Please Use Your Unique Join Link in Your Email.

Time:  11 am PT | 12 pm MT | 1 pm CT | 2 pm ET

Join us for our Bottleneck Breakthrough calls, where we guide you through a proven system to identify, prioritize, and solve the real operational bottlenecks holding your firm back. During these highly interactive sessions, we:

• Help you uncover the root cause of bottlenecks impacting your operations, team efficiency, or client experience.

• Teach actionable strategies to address bottlenecks with the support of our expertise, your leadership, and your team’s collaboration.

• Share real-world examples and insights from peer firms to inspire creative solutions.

• Equip you with tools and frameworks to ensure ongoing problem-solving beyond the call.

By the end of each call, you'll have a clear action plan for tackling your firm’s challenges and building a more scalable, streamlined operation.

NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members

This call is exclusively for members with active LIFTed Business Advisor add-on access.

Time: 12 PM PT / 1 PM MT / 2 PM CT / 3 PM ET

For: Members enrolled in the LIFTed Business Advisor Program

This high-impact coaching call is designed to help you consistently achieve an 80%+ engagement rate using the LIFT Business Breakthrough system for client intake and engagement.

Together, we’ll:

• Troubleshoot early and advanced challenges in the LIFT process

• Work through real-world intake, engagement, pricing, packaging, and fee-quoting obstacles

• Analyze missed engagements to diagnose what went wrong and how to improve

Pro Tip:
Attend this call regularly until you’re confidently converting at 80%+ — and return any time your conversion rate or average fee dips.

Access: Please use your unique join link provided in your email.

If you are interested in joining this program, please reach out to support@newlawbusinessmodel.com for more information.

This call happens at: 9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET

The 4-week cohort call series is focused on orienting to our program and the support available to you.

Cohort Session #3:  Finding Your First Two Clients

- Overview of the Planning Session
- Setting up Calendar for Intake
- Identify your ideal client and find them
- Draft invitations for a Planning Session

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This call happens at 1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET

Are you a solo practitioner, seeking additional guidance for your business? This call is designed for PFLs who are solos and have questions about their practice, engaging clients, or any other general questions you may have about your business.

Please Use Your Unique Join Link in Your Email.

This call happens at 11 am PT / 12 pm MT / 1 pm CT / 2 pm ET

Want to improve your estate planning skills? 

Our weekly estate planning mentorship calls allow members to get live mentorship from an experienced attorney in the PFL community on the Legal / Technical components of estate planning. These calls focus primarily on estate planning, and members can also ask questions about probate, trust administration, and other matters associated with life and legacy planning. Objective for this call series: To help PFLs- in- training and new PFLs improve their Legal/Technical estate planning knowledge and skills.

Please Use Your Unique Join Link in Your Email.

Time: 12:30 PM PT | 1:30 PM MT | 2:30 PM CT | 3:30 PM ET

The Monthly Mastermind with Ali is a transformative experience designed for PFL firm leaders ready to tackle high-level strategy and achieve breakthrough results. Facilitated by Ali Katz, this exclusive mastermind session provides a collaborative space to address your firm's most pressing challenges, identify growth opportunities, and refine your vision for the future.

During the call, you'll:

• Receive personalized coaching and expert guidance directly from Ali Katz.

• Collaborate with a small group of like-minded, growth-focused peers.

• Strategize solutions to operational bottlenecks, leadership challenges, and scaling opportunities.

• Explore innovative approaches to achieving your firm's goals and long-term success.

This session is an invaluable opportunity to step into your role as a visionary leader while gaining actionable insights to take your firm to the next level. Don't miss this chance to align with your peers, learn from Ali, and create a clear path forward.

NOTE: This call is for our 2025 AGM Cohort Members 

This call happens at 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET

As a Personal Family Lawyer (PFL) business owners, we recognize the value of staying informed about essential industry practices. This seminar series is designed to provide PFL members with practical and informative insights into key aspects of their firms. Esteemed guest experts will deliver sessions on topics that offer pragmatic solutions for optimizing the operation of a Personal Family Lawyer Firm. These topics include in-depth training on Artificial Intelligence (AI) best practices, current marketing trends, cutting-edge technological solutions, and more. We invite you to join us for this informative series, tailored to address the pressing needs of your legal practice.

Please Use Your Unique Join Link in Your Email.

This call happens at 8:30 am PT | 9:30 am MT | 10:30 am CT | 11:30 am ET

Do you need support with our resources and program navigation?

This call is meant for both new and current RABBIT members to ask any questions they may have regarding our programs, resources, and implementing the PFL model.

Please Use Your Unique Join Link in Your Email. 

This call happens at 10 am PT | 11 am MT | 12 pm CT | 1 pm ET

Are you struggling to keep your conversion rate at 80%+?

This call is designed to help you get your engagement rate to 80%+ and keep it there by teaching you to master our FWPS system for intaking + engaging clients. On this call, we will work through challenges that arise early in the learning process and later down the line. This coaching call helps members overcome barriers around intake, engagement, pricing, and fee quoting. We will also dissect specific instances of when a prospect didn’t engage, diagnose what went wrong and how to fix it for next time. 

We recommend all our members attend this call religiously until they achieve a steady conversion rate of 80%+ for an average fee of $4500+. In the event that your conversion rate or average fee drops, you should resume attending these calls.  

NOTE: WE HIGHLY RECOMMEND MEMBERS WATCH THE MODULES ON INTAKE + ENGAGEMENT BEFORE ASKING QUESTIONS ON THIS CALL.

Please Use Your Unique Join Link in Your Email.

This call happens at 12 pm PT | 1 pm MT | 2 pm CT | 3 pm ET

This call is exclusively for members with active LIFTed Business Advisor add-on access.

If you are a LIFTed Business Advisor Member, join Ali Katz and other expert coaches to dive into the business strategy behind building and growing as a LIFTed Business Advisor.

Access: Please use your unique join link provided in your email.

If you are interested in joining this program, please reach out to support@newlawbusinessmodel.com for more information.

Time: 1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET

Get live mentorship from Ali Katz to help you master  the legal, insurance, financial, and tax (LIFT) systems that apply to your life and business.

Stewardship of resources requires the LIFT systems to match your stage of business, from funding your business to managing your finances, tax and legal structures. This interactive session provides an opportunity to get  your questions answered directly from Ali, and learn from fellow PFL Firm Leaders and Eyes Wide Open Life Mentorship Members. 

Please Use Your Unique Join Link in Your Email.