NLBM Solo Practice Calendar

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

W/ Accelerator all levels:
This will take about 10-minutes
Pre-created templates that support higher performance newsletters and use of NLBM content
Optional: Batch newsletters once a month

Important note: the monthly promo can be included in a monthly newsletter, or sent out separately

Send funding follow up letters, updated Family Wealth Inventory with highlighting where items are not verified as funded, send cake or other gift of food, send survey. Review plan every 3 years or once a year if on membership/maintenance. See Client Retention System for details.

This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.

This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training.  It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others.  The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel.

If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan

If unclaimed, reallocate to marketing time.

After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.

After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.

This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business.

This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business.

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.

W/ Accelerator all levels:
This will take about 10-minutes
Pre-created templates that support higher performance newsletters and use of NLBM content
Optional: Batch newsletters once a month

Important note: the monthly promo can be included in a monthly newsletter, or sent out separately

This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.

This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan

If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan

This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training.  It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others.  The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel.