| | 1- ■ BNI Networking Event
BNI Networking Event When: July 1, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Enter Plan Data for Engagement 1
Enter Plan Data for Engagement 1 When: July 1, 2025 11:00 am - 1:00 pm Where:
Description: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 See more details - ■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important) When: July 1, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Enter Plan Data for Engagement 2
Enter Plan Data for Engagement 2 When: July 1, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Forum Time
Forum Time When: July 1, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 1, 2025 5:00 pm - 5:30 pm Where:
Description: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. See more details • • • • • • | 2- ■ Enter Plan Data for Engagement 3
Enter Plan Data for Engagement 3 When: July 2, 2025 11:00 am - 1:00 pm Where:
Description: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 See more details - ■ Marketing Call (urgent & important)
Marketing Call (urgent & important) When: July 2, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Prepare CIMIs + Asset Inventories From Prior Week: Plans 1-3
Prepare CIMIs + Asset Inventories From Prior Week: Plans 1-3 When: July 2, 2025 2:00 pm - 5:00 pm Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 2, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 3- ■ NLBM Resource Study Time
NLBM Resource Study Time When: July 3, 2025 12:00 pm - 1:30 pm Where:
Description: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. See more details - ■ Family Wealth Planning Session 4
Family Wealth Planning Session 4 When: July 3, 2025 2:00 pm - 4:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 3, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Family Wealth Planning Session 5
Family Wealth Planning Session 5 When: July 3, 2025 6:00 pm - 8:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 3, 2025 8:00 pm - 9:00 pm Where:
Description: See more details • • • • • | 4- ■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3 When: July 4, 2025 11:00 am - 12:00 pm Where:
See more details - ■ Call Clients 1-3 Regarding CIMI/Inventory
Call Clients 1-3 Regarding CIMI/Inventory When: July 4, 2025 12:00 pm - 12:15 pm Where:
Description:Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes. See more details - ■ Team Training
Team Training When: July 4, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 4, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details • • • • | 5 |
6- ■ Weekly Timeblocking
Weekly Timeblocking When: July 6, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 7- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 7, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: July 7, 2025 12:00 pm - 1:00 pm Where:
Description: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 See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 7, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 7, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 7, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • | 8- ■ BNI Networking Event
BNI Networking Event When: July 8, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Call Clients 1-3 re CIMIs/Inventories
Call Clients 1-3 re CIMIs/Inventories When: July 8, 2025 11:00 am - 12:00 pm Where:
Description:To confirm if any changes/no changes. See more details - ■ Enter Plan Data for Plan 4
Enter Plan Data for Plan 4 When: July 8, 2025 12:00 pm - 2:00 pm Where:
Description: See more details - ■ Forum Time
Forum Time When: July 8, 2025 2:00 pm - 3:00 pm Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 8, 2025 3:00 pm - 3:30 pm Where:
Description: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. See more details - ■ Enter Plan Data for Plan 5
Enter Plan Data for Plan 5 When: July 8, 2025 4:00 pm - 6:00 pm Where:
Description: See more details • • • • • • | 9- ■ Finalize Drafting of Plans 1-3
Finalize Drafting of Plans 1-3 When: July 9, 2025 11:00 am - 2:00 pm Where:
Description: See more details - ■ Money & Mindset Call
Money & Mindset Call When: July 9, 2025 2:00 pm - 3:00 pm Where:
Description: See more details - ■ Prepare CIMIs for Plans 4 and 5
Prepare CIMIs for Plans 4 and 5 When: July 9, 2025 3:00 pm - 5:00 pm Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 9, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 10- ■ NLBM Resource Study Time
NLBM Resource Study Time When: July 10, 2025 12:00 pm - 1:30 pm Where:
Description: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. See more details - ■ Live Law Success Coaching Call
Live Law Success Coaching Call When: July 10, 2025 3:30 pm - 5:00 pm Where:
Description: See more details • • | 11- ■ Mail Out CIMI/Inventory for 4 & 5
Mail Out CIMI/Inventory for 4 & 5 When: July 11, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 11, 2025 12:00 pm - 1:00 pm Where:
Description: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. See more details - ■ Expo with Speaking Opportunity
Expo with Speaking Opportunity When: July 11, 2025 2:00 pm - 6:00 pm Where:
Description: See more details - ■ Call Clients 4 & 5 re CIMI/Inventory
Call Clients 4 & 5 re CIMI/Inventory When: July 11, 2025 1:15 pm - 2:00 pm Where:
Description: See more details • • • • | 12 |
13- ■ Weekly Timeblocking
Weekly Timeblocking When: July 13, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 14- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 14, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: July 14, 2025 12:00 pm - 1:00 pm Where:
Description: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 See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 14, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 14, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 14, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • | 15- ■ BNI Networking Event
BNI Networking Event When: July 15, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Call to Confirm Tomorrow's Signings
Call to Confirm Tomorrow's Signings When: July 15, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Forum Time
Forum Time When: July 15, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Print/Bind Plans 1 & 2 + Diagrams
Print/Bind Plans 1 & 2 + Diagrams When: July 15, 2025 1:00 pm - 4:00 pm Where:
Description: See more details - ■ Expo Follow-Up
Expo Follow-Up When: July 15, 2025 4:00 pm - 6:00 pm Where:
Description:This is a time for a lawyer or CSD to enter all the new emails from an expo into Accelerator and/or a CRM of choice and ensure the new additions are receiving the welcome email campaign. This is also a time to follow-up with specific people via phone and/or email who booked an FWPS/LIFT session or expressed interest in booking one and need a little nudge. Accelerator will highly reduce this time. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 15, 2025 6:00 pm - 6:30 pm Where:
Description: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. See more details • • • • • • | 16- ■ Communication Skills Call
Communication Skills Call When: July 16, 2025 12:00 pm - 1:30 pm Where:
Description: See more details - ■ Signing Ceremony 1
Signing Ceremony 1 When: July 16, 2025 1:30 pm - 2:30 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 16, 2025 2:30 pm - 3:00 pm Where:
Description:Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details - ■ Signing Ceremony 2
Signing Ceremony 2 When: July 16, 2025 3:30 pm - 4:30 pm Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 16, 2025 5:00 pm - 6:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 16, 2025 4:30 pm - 5:00 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details • • • • • • | 17- ■ NLBM Resource Study Time
NLBM Resource Study Time When: July 17, 2025 11:00 am - 12:30 pm Where:
Description: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. See more details - ■ Mastering Client Engagement Call
Mastering Client Engagement Call When: July 17, 2025 12:30 pm - 2:00 pm Where:
Description: See more details - ■ Member Only Coaching
Member Only Coaching When: July 17, 2025 3:00 pm - 4:30 pm Where:
Description: See more details - ■ Finalize Drafting of Plans 4 & 5
Finalize Drafting of Plans 4 & 5 When: July 17, 2025 4:30 pm - 6:30 pm Where:
Description: See more details - ■ Referral Meeting
Referral Meeting When: July 17, 2025 7:00 pm - 8:45 pm Where:
Description: See more details • • • • • | 18- ■ Call to Confirm Tomorrow's Signing
Call to Confirm Tomorrow's Signing When: July 18, 2025 11:00 am - 11:15 am Where:
Description: See more details - ■ Print/Bind Plan 3 + Diagram
Print/Bind Plan 3 + Diagram When: July 18, 2025 12:00 pm - 1:30 pm Where:
Description: See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 18, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details • • • | 19- ■ Signing Ceremony 3
Signing Ceremony 3 When: July 19, 2025 3:00 pm - 4:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 19, 2025 4:00 pm - 4:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details • • |
20- ■ Weekly Timeblocking
Weekly Timeblocking When: July 20, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 21- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 21, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: July 21, 2025 12:00 pm - 1:00 pm Where:
Description: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 See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 21, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 21, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 21, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • | 22- ■ BNI Networking Event
BNI Networking Event When: July 22, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Call to Confirm Tomorrow's Signings
Call to Confirm Tomorrow's Signings When: July 22, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Print/Bind Plans 4 & 5 and Create Diagrams
Print/Bind Plans 4 & 5 and Create Diagrams When: July 22, 2025 12:00 pm - 3:00 pm Where:
Description: See more details - ■ Enter Plan Data for Plan 4
Enter Plan Data for Plan 4 When: July 22, 2025 1:00 pm - 3:00 pm Where:
Description: See more details - ■ LBSC Coaching
LBSC Coaching When: July 22, 2025 3:00 pm - 4:00 pm Where:
Description: See more details - ■ Call to Confirm Binder Delivery 1 & 2
Call to Confirm Binder Delivery 1 & 2 When: July 22, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Forum Time
Forum Time When: July 22, 2025 5:00 pm - 6:00 pm Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 22, 2025 6:00 pm - 6:30 pm Where:
Description: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. See more details • • • • • • • • | 23- ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 23, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Signing Ceremony 4
Signing Ceremony 4 When: July 23, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 23, 2025 5:00 pm - 5:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details - ■ Signing Ceremony 5
Signing Ceremony 5 When: July 23, 2025 7:00 pm - 8:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 23, 2025 8:00 pm - 8:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details • • • • • | 24- ■ Family Wealth Planning Session 6
Family Wealth Planning Session 6 When: July 24, 2025 11:00 am - 1:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 24, 2025 1:00 pm - 2:00 pm Where:
Description: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. See more details - ■ Family Wealth Planning Session 7
Family Wealth Planning Session 7 When: July 24, 2025 3:00 pm - 5:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 24, 2025 5:00 pm - 6:00 pm Where:
Description: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. See more details • • • • | 25- ■ Continuing Education (optional)
Continuing Education (optional) When: July 25, 2025 11:00 am - 2:00 pm Where:
Description:This block represents the extra time needed when someone is just starting to take on a new practice area and desires more time to spend researching and learning. See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 25, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details • • | 26- ■ Family Wealth Planning Session 8
Family Wealth Planning Session 8 When: July 26, 2025 12:00 pm - 2:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 26, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details • • |
27- ■ Weekly Timeblocking
Weekly Timeblocking When: July 27, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 28- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 28, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: July 28, 2025 12:00 pm - 1:00 pm Where:
Description: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 See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 28, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: July 28, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 28, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • | 29- ■ BNI Networking Event
BNI Networking Event When: July 29, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Enter Plan Data for Engagement 6
Enter Plan Data for Engagement 6 When: July 29, 2025 11:00 am - 1:00 pm Where:
Description: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 See more details - ■ LBSC Coaching Call
LBSC Coaching Call When: July 29, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important) When: July 29, 2025 2:00 pm - 3:00 pm Where:
Description: See more details - ■ Enter Plan Data for Engagement 7
Enter Plan Data for Engagement 7 When: July 29, 2025 3:00 pm - 5:00 pm Where:
Description: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 See more details - ■ Forum Time
Forum Time When: July 29, 2025 5:00 pm - 6:00 pm Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 29, 2025 6:00 pm - 6:30 pm Where:
Description: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. See more details • • • • • • • | 30- ■ NLBM Resource Study Time
NLBM Resource Study Time When: July 30, 2025 11:00 am - 12:30 pm Where:
Description: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. See more details - ■ Enter Plan Data for Engagement 8
Enter Plan Data for Engagement 8 When: July 30, 2025 11:00 am - 1:00 pm Where:
Description: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 See more details - ■ Prepare CIMIs + Asset Inventories From Prior Week: Plans 6-8
Prepare CIMIs + Asset Inventories From Prior Week: Plans 6-8 When: July 30, 2025 2:00 pm - 5:00 pm Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 30, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 31- ■ Family Wealth Planning Session 9
Family Wealth Planning Session 9 When: July 31, 2025 2:00 pm - 4:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 31, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Family Wealth Planning Session 10
Family Wealth Planning Session 10 When: July 31, 2025 6:00 pm - 8:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 31, 2025 8:00 pm - 9:00 pm Where:
Description: See more details • • • • | | |