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 designated for those enrolled in the LIFTed Business Advisor Program.

This call happens at 12 PM PT / 1 PM MT / 2 PM CT / 3 PM ET

This call is for our LIFTed Advisor Members and is an opportunity to receive guidance and mentorship on the advanced technical legal side of serving small business owners as a LIFTed Advisor.

**This call is designated for those enrolled in the LIFTed Business Advisor Program. Please Use Your Unique Join Link 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 8 AM PT | 9 AM MT | 10 AM CT | 11 AM ET

Want to connect with other PFL Firms face-to-face? Join us for peer best practices, practical steps for building your business through collaboration with other members, and "speed dating" connection time with other PFL firms.

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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 #2: Preparing to Serve Clients The PFL Way

- Using the Client Pipeline Tracker
- Understand the PFL Service Model
- Create Pre-Meeting Homework for Clients
- Review Curiosity Questions


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This call is reserved for past C4 Attendees


This call happens at 930 AM PT/ 1030 AM MT/1130 AM CT/1230 PM ET

Have you previously attended a live or virtual C4 event and need a refresher?
This call is for our members who have already done the training, and wish to sharpen their skills to take their engagements to the next level.

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Hi everyone! Due to an unforeseen circumstances, Don won’t be able to lead today’s call as planned. Rather than cancel, we’re shifting this time into a Life and Legacy Planning Mentorship Session with NLBM Support— a chance to co-work together, dig into modules / curriculum, explore WC trainings, and get support from each other and your Program Momentum Advisors.

We’ll hold the Zoom space open and encourage you to drop in, connect, and make progress together. 

This call happens at 9:30 AM PT/ 10:30 AM MT/ 11:30 AM CT/ 12:30 PM ET

Are you curious about how you can enhance your counseling and relational skills with your clients? This PFL Lecture Series focuses on the counseling and communications skills that set you apart as a Relational Lawyer. This call will provide you with tools and knowledge to best support your clients around difficult and sensitive topics. You can expect a mix of didactic training content, role play opportunities, and experiential learning.

Please Use Your Unique Join Link in Your Email.

This call happens at 12:30 pm PT / 1:30 pm MT / 2:30 pm CT / 3:30 pm ET

Are you a Personal Family Lawyer in Training? Are you working on your own plan, or getting ready to engage your first two clients?

This call is geared toward supporting our PFLiT members who are working on their own EP, working toward engaging their first two clients, and preparation/roleplay for hosting their Life & Legacy Planning Sessions.

Please Use Your Unique Join Link in Your Email.

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

Time: 9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET

This Law Firm Exit Planning Training with Victoria Collier session, led by Victoria Collier, dives deep into the essential strategies for creating a saleable, high-value law firm. Whether you’re preparing for an eventual transition, maximizing your firm’s valuation, or future-proofing your practice, this session equips you with the knowledge and tools to make it happen.

What You’ll Learn:

• Why exit planning is critical to your firm’s long-term success.

• Key strategies to increase your firm’s valuation and make it market-ready.

• Steps to build a sustainable, scaleable practice that thrives beyond your leadership.

• How to align daily operations with your long-term exit goals.

This training session provides actionable insights that empower you to start building your firm’s future today.

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

This call happens at 10:30 am PT / 11:30 am MT / 12:30 pm CT / 1:30 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.

Time: 12:30 pm PT | 1:30 pm MT | 2:30 pm CT | 3:30 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.