- February 10, 2025
Plan Your Week Community Hour
When: February 10, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your EmailDescription: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.
Special Needs Planning Mentorship with John Hilton
When: February 10, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email.Description:This call happens at: 9 am PT / 10 am MT / 11 am CT / 12 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.
*Bottleneck Breakthrough Hour
When: February 10, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.Description: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
- February 11, 2025
PFL Connection & Collaboration
When: February 11, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your EmailDescription: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.
Please Use Your Unique Join Link in Your Email.
Cohort Weekly Session
When: February 11, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your EmailDescription: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 QuestionsPlease Use Your Unique Join Link in Your Email
Private C4 Communication Skills
When: February 11, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email.Description: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.Please Use Your Unique Join Link in Your Email.
Life & Legacy Planning Mentorship Q&A with Don Gary
When: February 11, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.Description: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.
- February 12, 2025
Energy Upgrade Community Call
When: February 12, 2025 10:00 am - 10:30 am
Where:Description:This call happens at: 8 AM PT / 9 AM MT / 10 AM CT / 11 AM ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things.Please Use Your Unique Join Link in Your Email.
Relational Lawyer Skills Call
When: February 12, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email.Description: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.
PFLiT Coaching with Misty Ralston
When: February 12, 2025 2:30 pm - 3:30 pm
Where: Join Link Coming SoonDescription: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.
- February 13, 2025
Law Firm Exit Planning Training with Victoria Collier
When: February 13, 2025 11:00 am - 12:00 pm
Where: Please Use The Unique Join Link in Your EmailDescription: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
Law Firm Exit Planning Training with Victoria Collier
When: February 13, 2025 11:00 am - 12:00 pm
Where: Please Use The Unique Join Link in Your EmailDescription: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
Mastering Client Engagement with Ali Katz
When: February 13, 2025 12:30 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your EmailDescription: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.
LIFTed Life & Business with Ali Katz: Mastering Legal, Insurance, Financial and Tax + More
When: February 13, 2025 2:30 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email.Description: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.