1 | 2- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: June 2, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description: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. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: June 2, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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 See more details - ■ ADD ON: LIFTed Business Advisor Mastermind Call with Denise Gosnell
ADD ON: LIFTed Business Advisor Mastermind Call with Denise Gosnell When: June 2, 2025 2:00 pm - 3:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:**This call is designated for those enrolled in the LIFTed Business Advisor Program. This call happens at 12 PM PT / 1 PM MT / 2 PM CT / 3 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. See more details
• • • | 3 | 4- ■ EWOC: Energy Upgrade Community Call
EWOC: Energy Upgrade Community Call When: June 4, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 AM PT / 9 AM MT / 10 AM CT / 11 AM ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details - ■ Working with Death & Legacy
Working with Death & Legacy When: June 4, 2025 3:00 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:
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. Please Use Your Unique Join Link in Your Email.
See more details
• • | 5- ■ EWOC: LIFTed Life & Business with Ali Katz: Mastering Legal, Insurance, Financial and Tax + More
EWOC: LIFTed Life & Business with Ali Katz: Mastering Legal, Insurance, Financial and Tax + More When: June 5, 2025 2:00 pm - 3:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:Time: 12:00 pm PT | 1:00 pm MT | 2:00 pm CT | 3:00 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. See more details
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8 | 9- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: June 9, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description: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. See more details - ■ Add On: Special Needs Planning Mentorship with John Hilton
Add On: Special Needs Planning Mentorship with John Hilton When: June 9, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:**This call is designated for those enrolled in the Special Needs Planning Program. This call happens at: 9:30 am PT / 10:30 am MT / 11:30 am CT / 12:30 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. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: June 9, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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 See more details
• • • | 10- ■ PFL Connection & Collaboration
PFL Connection & Collaboration When: June 10, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description: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. See more details
• | 11- ■ EWOC: Energy Upgrade Community Call
EWOC: Energy Upgrade Community Call When: June 11, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 AM PT / 9 AM MT / 10 AM CT / 11 AM ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details - ■ Relational Lawyer Skills Call
Relational Lawyer Skills Call When: June 11, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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. See more details
• • | 12- ■ AGM: Law Firm Exit Planning Training with Victoria Collier
AGM: Law Firm Exit Planning Training with Victoria Collier When: June 12, 2025 11:00 am - 12:00 pm
Where: Please Use The Unique Join Link in Your Email
Description: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 See more details - ■ Life & Legacy Planning Mentorship Q&A with Yaasha Sabba
Life & Legacy Planning Mentorship Q&A with Yaasha Sabba When: June 12, 2025 12:30 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at: 10:30 am PT / 11:30 am MT / 12:30 pm CT / 1:30 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. See more details
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15 | 16- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: June 16, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description: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. See more details - ■ AGM SCALE: The 7-Figure Blueprint Webinar
AGM SCALE: The 7-Figure Blueprint Webinar When: June 16, 2025 1:00 pm - 2:30 pm
Where:
Description:This call happens at 11:00 AM PT / 12:00 PM MT / 1:00 PM CT / 2:00 PM ET Register here: https://noari.share.hsforms.com/2hu2xovfPQ82J30Bsxsd11Q Join us live for AGM SCALE: The 7-Figure Blueprint — a strategic workshop designed to help Personal Family Lawyer® firms break through growth plateaus and scale with sanity. We’ll walk through: ✅ The 3 Growth Cracks that stall most firms
✅ The 4 Core Systems: Team, Tech, Finance, and Marketing
✅ The Operating System that brings them all together
✅ The Seasons of Growth—and how to know what to focus on now Whether you’re nearing $30k/month and feeling stretched, or already at 7 figures but hungry for next-level scale, this session is for you. Who this is for: PFL members at a $30k+ run rate or $500k+ annually Firms ready to stop doing it all alone—and start growing with clarity and support See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: June 16, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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 See more details - ■ Business Owner Planning Mentorship with Denise Gosnell
Business Owner Planning Mentorship with Denise Gosnell When: June 16, 2025 2:00 pm - 3:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call is for those enrolled in the LIFTed Business Advisor Program This call happens at 12 pm PT / 1 pm MT / 2 pm CT / 3 pm ET This call is designed to help you get your engagement rate to 80%+ and keep it there by teaching you to master our LIFT Business Breakthrough 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, packaging, 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 LIFTed Advisor members attend this call religiously until they achieve a steady conversion rate of 80%+ . In the event that your conversion rate or average fee drops, you should resume attending these calls.
See more details
• • • • | 17- ■ AGM: Tier 2 Advanced Growth Mastermind Calls with Ali Katz
AGM: Tier 2 Advanced Growth Mastermind Calls with Ali Katz When: June 17, 2025 2:30 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description: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 See more details
• | 18- ■ EWOC: Energy Upgrade Community Call
EWOC: Energy Upgrade Community Call When: June 18, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 AM PT / 9 AM MT / 10 AM CT / 11 AM ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details - ■ PFL Business Owner Call Topic: OWN IT: A Practical Magic® Delegation Framework
PFL Business Owner Call Topic: OWN IT: A Practical Magic® Delegation Framework When: June 18, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Join us for special PFL Business Owner Call where our Advanced Growth Advisors will review the Practical Magic® OWN IT framework for delegation mastery. All business owners are delegating, yet few do it well. This training will help you understand the ins and outs of effective delegation, as well as diagnose the behavior patterns that impede team effectiveness and slow down business growth. This call is sponsored by Eyes Wide Open Collective in service to supporting all the business owners we serve to expand their effectiveness and their impact. Together we rise!
Please Use Your Unique Join Link in Your Email. See more details - ■ Enhancing Client Service with Kim Rockwood and Klea Harris
Enhancing Client Service with Kim Rockwood and Klea Harris When: June 18, 2025 1:00 pm - 2:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 11:00 AM PT/ 12:00 PM MT/ 1 PM CT/ 2 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. See more details - ■ AGM: Marketing Mastermind Call with CMO
AGM: Marketing Mastermind Call with CMO When: June 18, 2025 2:30 pm - 3:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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 See more details
• • • • | 19- ■ Life & Legacy Planning Mentorship Q&A with Yaasha Sabba
Life & Legacy Planning Mentorship Q&A with Yaasha Sabba When: June 19, 2025 12:00 pm - 1:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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. See more details - ■ ADD ON: LIFTed Business Advisor Mastermind Call with Ali Katz
ADD ON: LIFTed Business Advisor Mastermind Call with Ali Katz When: June 19, 2025 2:00 pm - 3:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description: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.
See more details
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22 | 23- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: June 23, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description: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. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: June 23, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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 See more details
• • | 24 | 25- ■ EWOC: Energy Upgrade Community Call
EWOC: Energy Upgrade Community Call When: June 25, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 AM PT / 9 AM MT / 10 AM CT / 11 AM ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details
• | 26- ■ AGM: Law Firm Exit Planning Q&A with Victoria Collier
AGM: Law Firm Exit Planning Q&A with Victoria Collier When: June 26, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:Time: 9 am PT | 10 am MT | 11 am CT | 12 pm ET Now that you’ve attended the Law Firm Exit Planning Q&A with Victoria Collier, you’re likely thinking about how to apply what you’ve learned to your firm’s unique situation. This Live Q&A session with Victoria Collier is your opportunity to bring those questions to the table and receive expert guidance tailored to your specific needs. What to Expect: Clarify any concepts from the training and gain deeper insights into exit planning. Get personalized advice on implementing strategies for creating a saleable, high-value practice. Discuss challenges unique to your firm and explore solutions with Victoria’s expertise.
This interactive session is designed to help you bridge the gap between training and action, ensuring you’re equipped to take the next steps with confidence. Bring your questions, ideas, and challenges, and leave with clarity and actionable solutions! NOTE: This call is for our 2025 AGM Cohort Members See more details - ■ EWOC: CEO Mindset With Ali Katz: Mastering Resource Leadership
EWOC: CEO Mindset With Ali Katz: Mastering Resource Leadership When: June 26, 2025 2:30 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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. See more details
• • | 27- ■ Serving Communities of Color with Amber Saunders
Serving Communities of Color with Amber Saunders When: June 27, 2025 12:00 pm - 1:00 pm
Where:
Description:This call happens at: 10 am PT | 11 am MT | 12 pm CT | 1 pm ET Join Law Mentor Amber Saunders will provide training and answers questions around the strategy, messaging, mindset shifts, and adaptations to PFL resources and processes our members can implement to successfully attract, connect with, and engage people of color in Life & Legacy Planning services. Whether they serve a diverse clientele or have niched their focus down to exclusively serve people of color, these pragmatic strategies, marketing adaptions, and mindset sifts in talking about and delivering on the PFL Promise are relevant for any PFL as they tailor their systems for their ideal client avatar. See more details
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29 | 30- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: June 30, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description: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. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: June 30, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description: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 See more details
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