Personal Family Lawyer In Training 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: 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.

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 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.

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 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 9:00 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 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 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 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 Mentorship Members, fostering a collaborative space for growth and leadership mastery.

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.