Will you join us for 2 days? Or all 3 days? You won't want to miss Practice42’s Live Event in Nashville! This event is a practice management must-have to raise your revenue, give a boost to your ongoing success, and strengthen your estate planning and elder law foundation for the future of your law practice.
Are you ready for a Client Maintenance Program that works? Have you already started but questioning how effective yours is? Wonder how you could make it better? What about your probate and trust administration process? Is it operating as the well-oiled machine you need in your law firm?
If you have these questions (or more!), then you won’t want to miss the upcoming Practice42’s Premier Practice Institute Live Event as we focus on your Client Maintenance Program and showcase our Legacy Probate and Trust Administration School!
Ready to learn the details on this conference? Plus, more about our special program for the first 15 attendees to sign up? Just keep reading right here to get the important details!
“As an attorney shifting a practice focus to the area of estate planning and learning how to generate revenue in the new practice, this live event was extremely valuable. Audrey and Donna share a wealth of information and materials that can be readily adapted to one's practice. This is an event that truly teaches you the "how-to," and provides tools; unlike many on the market that claim to do that, but essentially end up being all talk. I highly recommend Audrey and Practice42."
On Days 1 and 2, you want to be in the room as attorneys Donna Wilson and Audrey Ehrhardt dive deep into The Client Maintenance Plan training you need in your law practice. Taught from both the perspective of the estate planning attorney and elder law attorney, this is an in-depth look into the Client Maintenance Program you need in your firm.
Whether you will be adding this program to your firm for the first time, already have an existing program in your law firm and are looking for a refresher with new ideas, or are ready for Round 2 as a previous attendee of this educational conference, don’t wait to Register Now!
Ready to learn the details on this conference? Plus, more about our special program for the first 15 attendees to sign up? Just keep reading right here to get the important details!
"Audrey and Donna did a great job of presenting this information in a very user-friendly way. I left the seminar feeling well-equipped to begin creating a maintenance plan for my firm. I especially appreciated the transparency about pitfalls and problems that could arise. This isn't really a project you can launch and then set it aside, so the total transparency on how NOT to mess it up was really helpful. I'm excited to get started planning and grateful to have had two instructors who genuinely care about my success!"
On Day 3, join Audrey Ehrhardt and Hollie Lockwood as they take you through the ins-and-outs of Practice42’s Legacy Probate and Trust Administration School. This is a standalone program, but you may combine it with the Client Maintenance Plan training or simply come for Day 3’s education. From intake through closure, our presenters will walk you through the effective processes that generate consistent revenue, effective use of your practice management software, and client satisfaction for both probate and trust administration.
You won’t want to miss the marketing and referral partner training they will be sharing with this group. Plus, Donna Wilson will rejoin them for a special session on how to weave your Legacy Trust Administration process into your Client Maintenance Plan to reach the children of your members.
Ready to learn the details on this conference? Plus, more about our special program for the first 15 attendees to sign up? Just keep reading right here to get the important details!
We are offering an exclusive opportunity for the FIRST 15 ATTENDEES to sign up for both of our next two upcoming Practice42 Live Events.
For the FIRST 15 attendees to sign up, you will receive a FREE TWO NIGHT STAY at the hotel for our February 2020 conference on Walt Disney World property in Orlando, Florida.
What events are included in this exclusive opportunity?
Your registration for both of Practice42’s Upcoming Live Events. This means our 2nd Annual Client Maintenance Program with our Legacy Probate & Trust Administration School in Nashville, Tennessee (you choose whether you want 2 or 3 days of education, (as both are included) and October 2 - 4, 2019, AND Practice42’s Third Annual Marketing Bootcamp on February 27-29, 2020, in Orlando, Florida.
Bear in mind, space will fill up! Remember, if you take advantage of this opportunity before August 1, 2019, not only do you get 25% off tuition, you also receive two free nights in the hotel at our Orlando event if you are in the first 15 attendees to register.
Bear in mind, this is per attendee, not per firm! If you need firm pricing, do not wait to contact us at 850-933-5072.
For those attendees who are joining us for the second year, this is your special time for us to come together. In this interactive dinner we will discuss goals, challenges, successes, and what you need right now. Celebrate your success with us! ADVANCE RESERVATIONS REQUIRED - DO NOT WAIT TO CALL US AT 850-933-5072.
When you talk to the most successful attorneys with a maintenance plan, they will tell you of the get togethers, the events, the memories, and the educational events they share with their members. In this session, we will tackle how to best create the events your practice will be known for now and in the years to come.
Managing the Estate Planning and Elder Law Relationship and the Monthly Open House with a Firsthand Look at Budgeting, Set Up, and Program Costs
Staying in touch with your plan members is critical. How do you do this when you are overwhelmed with office management, legal work, and running your law practice? Let us share a clear timeline, path, marketing objective, and agenda for an open house structure you can use in your law firm monthly, quarterly, or annually.
Getting your program off the ground is only half the battle! Next, you need to be sharing the amazing work you are doing in your local community together with your marketing efforts to your existing and potential clients, and referral sources. In this session we will lay out the marketing plan your program needs to sustain it for the long-term.
The simple truth is that you cannot do everything. How will you make sure, however, that you have an employee or a team of employees who can run this program for you? Do not miss our in-depth look at the hiring, training, and performance review for this Maintenance Director in your law practice. PLUS a special hands-on, training demonstration of how to teach your receptionist to create pre-qualified potential clients for your program together with all the tools you need to implement it in your practice.
How Do You Train the Next Generation to be Clients (with an In-Depth Look at Your Practice Management Software)
When you have a Client Maintenance Plan, you have the unique positioning to interact with your clients' future decision makers. Do not miss this critical training that shows you how to establish an early relationship with adult children, trustees, community professionals, and the decision makers attached to your clients' cases. PLUS we will have special guest, Amy McGarry, Esq., Florida Bar Board Certified in Elder Law join Audrey Ehrhardt, Esq., CBC, for a deep dive into the power of automation of this aspect of your practice in law practice management software.
What will a successful year look like in your plan? When it your start date? What are your deliverables? How will your event structure and annual marketing take shape? Do not miss this hands on training filled with resources you need to run your program. PLUS we will continue our discussion with our hve special guest, Amy McGarry, Esq., Florida Bar Board Certified in Elder Law and Audrey Ehrhardt, Esq., CBC, at a look at how this can be automated through law practice management software.
Probate and trust administration are a staple for so many estate planning and elder law firms today. Unfortunately, these legal services are also often met with frustration from both staff and clients. Do not miss our deep dive into creating the legacy practice with a stable future of clients in your practice.
If you aren't building a relationship now in your estate planning and elder law practice with community professional and secondary audiences, you are not setting yourself for the practice success you deserve. In this session we will give you the tools, forms, and best practice tips you need to make this a success but a starter look at how customizing practice management software will help you accomplish your goals.
How does work get done for probate and trust administration in your law firm? Do you have a customized workflow you can call your own or do you find that you are doing things as best you can on each case as it comes to you? In this session, we will give you both the workflows, forms, and tools you need for consistent success.
To have the most profitable, streamlined process possible, your employees need to know how to run your program for you. Do not miss this critical training on substantive practices, forms, workflow, and software training for your legal assistant and paralegal that you can take, customize, and implement in your practice.
Join us in Nashville this fall for The 2nd Annual Client Maintenance Plan and Legacy Probate & Trust Administration School Conference on October 2 - 4, 2019.
To take advantage of the special rooming incentive for the first 15 attendees that combines this opportunity with our Walt Disney World property, do not wait to contact our office at 850-933-5072.