LIFTed Business Advisor / FBL Group Coaching Call Calendar

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 9 am PT | 10 am MT | 11 am CT | 12 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: 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.

Ali, Ariel and Allison will be joined on the call by Kerry Glass of Memories Live to discuss her nonprofit service of serving terminally ill clients using the power of their story to create a legacy movie. She will also share how your terminally ill clients can work with her to get their legacy movie at no cost.

Kerry Glass is the Founder of the Memories Live through which she provides terminally ill individuals with legacy movies. Kerry’s goal is to use the power of film to eternalize loved one's images, stories, and wisdom.

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.

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

**This call is designated for those enrolled in the LIFTed Business Advisor Program.

This call happens at 12:30 PM PT / 1:30 PM MT / 2:30 PM CT / 3:30 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 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.

This call is reserved for past C4 Attendees


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.

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 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.

NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members

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

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 Mentorship 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 is designated for those enrolled in the Special Needs Planning Program.

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.

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

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.

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

The Monthly Mastermind with Ali is a transformative experience designed for PFL firm leaders ready to tackle high-level strategy and achieve breakthrough results. Facilitated by Ali Katz, this exclusive mastermind session provides a collaborative space to address your firm's most pressing challenges, identify growth opportunities, and refine your vision for the future.

During the call, you'll:

• Receive personalized coaching and expert guidance directly from Ali Katz.

• Collaborate with a small group of like-minded, growth-focused peers.

• Strategize solutions to operational bottlenecks, leadership challenges, and scaling opportunities.

• Explore innovative approaches to achieving your firm's goals and long-term success.

This session is an invaluable opportunity to step into your role as a visionary leader while gaining actionable insights to take your firm to the next level. Don't miss this chance to align with your peers, learn from Ali, and create a clear path forward.

NOTE: This call is for our 2025 AGM Cohort Members 

This call happens at 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET

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.

Supporting Communities of Color - Strategy, messaging, and other shifts for successfully connect with and engage people of color in Life & Legacy Planning services.

Kim Rockwood will be joined by PFL member Amber Saunders to talk about the reframes, modifications, and tailoring she has put in place in her practice to make the NewLaw Business Model more relevant and engaging in black communities. While some of the messaging and marketing modifications she has made are specific to her community, the strategies of tailoring the NewLaw business resources, setting expectations, and adopting the right mindset are applicable to any Personal Family Lawyer.

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

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.

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

Join Roslyn Drotar-Cassidy, your AGM Fractional CMO, for a focused session on elevating your firm's marketing strategy. This call will equip you with advanced insights, proven tactics, and actionable recommendations to refine your marketing funnel, optimize ROI, and attract your ideal clients.

What to Expect:

• Expert strategies tailored to Personal Family Lawyer® firms.

• Personalized feedback on your marketing efforts.

• Guidance to align your marketing funnel with your firm's growth goals.

How to Prepare:

• Bring key metrics or data from recent campaigns.

• Identify your marketing goals and challenges.

• Prepare specific questions for personalized feedback.

Leave with clarity and actionable steps to enhance your marketing efforts and drive measurable results.

NOTE: This call is for our 2025 AGM Cohort Members + Lawyer / Director of Marketing / Critical Team Member - 1 rep per firm who is closest to marketing decisions & metrics review

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 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.