NLBM Call Calendar

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.

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.

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

The 4-week cohort call series is focused on orienting to our program and the support available to you.
 
Week 1: Overview of PFLiT milestones, resources and support available, where to start [Support Guide review]

Week 2: Navigating your own schedule and expectations, time blocking/calendar commitments [Time Allocation Guide review]

Week 3: Best practices for drafting your own plan and getting your first two paid clients [Marketing Starter Pack]

Week 4: Getting support following this cohort

Join Link: coming soon

This call happens at 9 am PT / 10 am MT / 11 am CT / 12 pm ET

Want to get the most out of your Accelerator membership?

This call is for our Accelerator members using Keap, where they can ask any and all questions related to their Accelerator membership and get immediate live support.

This call happens at 11 AM PT/12 PM MT/1 PM CT/2 PM ET

Do you work for a Personal Family Lawyer? This call is for the team members (CSDs, assistants, etc.) of our lawyers and focuses on how staff can fully support the efforts of the office and lawyer to implement the PFL Membership program. This call is one key way we offer training to our members’ staff, and we recommend all CSDs attend this call every month. Both new and seasoned staff who attend this call are able to learn from the training & best practices presented each month. They also can submit questions and get coached live on the call.

Please Use The Unique Join Link in Your Email

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

Want support diving into the spiritual and psychological work of estate planning?

This special topics training call focused on various matters associated with the cultural conversation about how we live and die. This call will cover topics such as working with difficult family dynamics, helping your community have conversations about estate planning, leaving a legacy, and more. This call will also dive into the spiritual and psychological work of estate planning.

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 new to learning estate planning?

Our twice-a-month Estate Planning 101 Mentorship calls are designed to support lawyers who are learning our life and legacy planning model and need support with the foundational Legal / Technical components of estate planning.

Please Use Your Unique Join Link in Your Email.

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

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.

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

The 4-week cohort call series is focused on orienting to our program and the support available to you.
 
Week 1: Overview of PFLiT milestones, resources and support available, where to start [Support Guide review]

Week 2: Navigating your own schedule and expectations, time blocking/calendar commitments [Time Allocation Guide review]

Week 3: Best practices for drafting your own plan and getting your first two paid clients [Marketing Starter Pack]

Week 4: Getting support following this cohort

Join Link: coming soon

This call happens at 130 PM PT/230 PM MT/330 PM CT/430 PM ET

CMO Monthly Marketing Metrics calls will be led our Chief Revenue Office, Marcus McNeil who will provide mentorship and live review/feedback on marketing performance. Bring or send staff to attend in your place with your marketing metrics.

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 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 11 am PT / 12 pm MT / 1 pm CT / 2 pm ET

Are you passionate about serving families with special needs and desire business mentorship? This call is designed for PFL firms with a special needs planning focus who want mentorship focused on attracting, engaging and serving families with special needs. This call is led by seasoned PFL mentor John Hilton.

Add On Group Coaching Call -- Please see your email if you have enrolled in the Special Needs Planning Program. Want to learn more about this call and the program? Email support@newlawbusinessmodel.com for more info. 

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.

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.

This call happens at 1 PM PT/2 PM MT/3 PM CT/4 PM 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.

Please Use Your Unique Join Link in Your Email.

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.

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

ADD ON ACCESS ONLY - Please Use Your Unique Join Link in Your Email

This call is designed to help you get your engagement rate to 80%+ and keep it there by teaching you to master our LIFT Business Breakthrough 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, packaging, 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 LIFTed Advisor members attend this call religiously until they achieve a steady conversion rate of 80%+ . In the event that your conversion rate or average fee drops, you should resume attending these calls.

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

We are excited to announce will have a guest speaker, Michael Wall 
joining Ali for the April 16th Call.

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 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.

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

The 4-week cohort call series is focused on orienting to our program and the support available to you.
 
Week 1: Overview of PFLiT milestones, resources and support available, where to start [Support Guide review]

Week 2: Navigating your own schedule and expectations, time blocking/calendar commitments [Time Allocation Guide review]

Week 3: Best practices for drafting your own plan and getting your first two paid clients [Marketing Starter Pack]

Week 4: Getting support following this cohort

Join Link: coming soon

This call happens at 10 AM PT/11 AM MT/12 PM CT/1 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.

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

Are you struggling with not taking action or making tough business decisions?

This coaching call is devoted to helping members when they struggle with the fear that is holding them back from taking the necessary action to reach their goals OR when they have to make difficult decisions around investing money in their business.

We recommend members attend this call specifically when they are struggling. This call can also be useful for any member to attend for inspiration at any point along the journey.

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 new to learning estate planning?

Our twice-a-month Estate Planning 101 Mentorship calls are designed to support lawyers who are learning our life and legacy planning model and need support with the foundational Legal / Technical components of estate planning.

Please Use Your Unique Join Link in Your Email.

This call happens at 1030 AM PT/1130 AM MT/1230 PM CT/130 PM 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 12 pm PT / 1 pm MT / 2 pm CT / 3 pm ET

ADD ON ACCESS ONLY -  Please Use Your Unique Join Link in Your Email

Are you a LIFTed Business Advisor Member?

This call is for our LIFTed Business Advisor Members, where they can work directly with Ali Katz and other expert coaches on the business strategy behind becoming a LIFTed Business Advisor.

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 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.

Just for April 2024, this was moved to 12 PM CT/1 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 12pm PT / 1pm MT / 2pm CT / 3pm ET

 Are you passionate about serving business owners and desire business mentorship? This call is designed for PFL firms who seek to further engage with business clients. This call focuses legal/technical training, mentorship, troubleshooting; as well as attracting, engaging and serving business owners as an Estate Planning attorney. This call is led by seasoned PFL mentor AJ Yolofsky

ADD ON PROGRAM ACCESS ONLY: 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.

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

The 4-week cohort call series is focused on orienting to our program and the support available to you.
 
Week 1: Overview of PFLiT milestones, resources and support available, where to start [Support Guide review]

Week 2: Navigating your own schedule and expectations, time blocking/calendar commitments [Time Allocation Guide review]

Week 3: Best practices for drafting your own plan and getting your first two paid clients [Marketing Starter Pack]

Week 4: Getting support following this cohort

Join Link: coming soon

This call happens at 130 PM PT/230 PM MT/330 PM CT/430 PM ET

Mastermind calls with Ali Katz will include direct hot seat coaching with Ali, breakout room mini-masterminds and time for Q&A for urgent coaching needs.

Please Use Your Unique Join Link in Your Email.

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

Looking to level up your communication and leadership skills?

This call offers guidance and training on how to connect and communicate with prospects, clients, and team members in a way that tangibly contributes to business growth.

If you want to enhance your ability to build trust and connection at networking events, meetings, and FWPS so that clients are always eager to work with you, this call is for you! 

NOTE: We encourage you to attend our C4 event for additional communication and leadership training.

Please Use Your Unique Join Link in Your Email.

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

Are you passionate about serving families with special needs and desire business mentorship? This call is designed for PFL firms with a special needs planning focus who want mentorship focused on attracting, engaging and serving families with special needs. This call is led by seasoned PFL mentor John Hilton and Special Needs Planning Program creator Shauna Collins.

**This call is designated for those enrolled in the Special Needs Planning 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 1130 AM PT/1230 PM MT/ 130 PM CT/230 PM ET

Looking to enhance your client service system? This call is for PFL firms who have implemented the client service systems and ready to innovate and improve.  This call will cover questions about implementing the core Life & Legacy Planning client service system and client care program.


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.

This call happens at 10 AM PT/11 AM MT/12 PM CT/1 PM ET

Looking to level up your PFL marketing skills by learning industry best practices? Want to learn how to attract more clients with FREE marketing? Looking to scale your practice with paid marketing? This call offers PFLs guidance and training on their marketing strategies, with a focus on free and paid marketing resources dependent on where you are in your business as well as opportunities to learn from other members who have had consistent success with their marketing.

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

Ali will advise you on how to manage your time and money and step into the mindset of a business owner.  This call in an opportunity to ask question about financial best practices, tax preparation, insurance, funding, legal structures that support the foundation of your business building.  This call will also cover mindset and time management questions relevant to new business owners.

Please Use Your Unique Join Link in Your Email.

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

Are you about to start your New Member Cohort?

This call is for you! This virtual “happy hour” provides an opportunity to connect with your fellow cohort members that will be embarking on the journey with you. There is no coaching or training offered during this time, and our facilitators will provide a connective, welcoming
experience for all.

Objective for this call series: Helping new members get plugged into our welcoming PFL community and build relationships with their fellow cohort members.

Join Link:  Coming Soon 

This call is at 1 PM PT/2 PM MT/3 PM CT/4 PM ET

Do you have a staffed practice, or are desiring to make your first hire? Have questions and curiosities about what best practices you should be considering for your firm? This call is designed for PFLs who are already staffed, or are ready to scale beyond the Solo practice model and make their first, second, and third hires (and beyond). Learning to hire, train, manage and ultimately lead a team is an ongoing pursuit of any business owner and CEO, and this call will support your growth as the leader of your company and team.

Please Use Your Unique Join Link in Your Email.