Life And Legacy Planning Bootcamp Group Coaching 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 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 Members. 

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 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 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 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 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.

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

Receive live mentorship from Ali Katz on stepping fully into your role as a CEO of your life and/or business by mastering the art of wise resource leadership.

A CEO’s core responsibility is allocation of  time, energy, attention, and money (TEAM resources)  strategically to drive growth and impact. Through Ali’s guidance and reflection, you’ll have the  clarity and confidence to make empowered choices , and build your sustainable foundation for long-term success.

The interactive format allows you to gain valuable insights not only from Ali’s expertise but also from the shared experiences of fellow PFL Firm Leaders and Eyes Wide Open Life Members, fostering a collaborative space for growth and leadership mastery.

Please Use Your Unique Join Link in Your Email.