1 11 Essential Systems to Create a Purpose and Profit-Driven Practice Transform Your Law Practice and Your Life In 5 Days (Not 5 Years)
3 q Visit now to download your application materials
4 2 11 Essential Systems to Create a Purpose and Profit-Driven Practice SPEAKERS ROBERT ARMSTRONG President Robert Armstrong is Co- Founder and President of the American Academy of Estate Planning Attorneys. Robert is a visionary, innovator, and gifted conceptual thinker who has practiced law for more than 35 years. For the past two decades, he has coached successful entrepreneurial attorneys to have a balanced life and record breaking revenues. In 2010, he co-authored The E-Myth Attorney, Why Most Legal Practices Don t Work and What to Do About It with Sanford M. Fisch and small business legend Michael Gerber. This Amazon best seller shows how forward thinking law firms can systematize their practices and develop unique delivery systems to prosper in an increasingly commoditized world. The following year he co-authored Dominate Your Market, The Attorney s Complete Guide to Online Marketing and Social Media to help attorneys effectively use cutting edge strategies to ensure market leadership. Robert is committed to making the business-savvy practitioner the standard for professional success in estate planning. His philosophies, systems, and strategies help good lawyers become great, satisfied, and successful business owners. The American Academy was inspired by his conviction that attorneys, in order to be successful, need more than just technical legal skills. Today, Robert serves as President of the Academy and is responsible for collaborating on the strategic direction of the organization. On a day-to-day basis, he oversees the Academy s Marketing, Technical Support, and Software Development departments, as well as authoring new Academy programs and initiatives. Several years ago he saw the need for intensive personal coaching for attorneys who wanted accountability and help applying the programs the Academy provides. The elite Peak Performer group was founded with multiple face to face sessions and daily accountability. With the aid of his leadership, these dedicated Peak Performers are transforming every aspect of their lives. In addition to the E-Myth Attorney and Dominate Your Market, Robert is co-author of several books, including the practice management book for attorneys, Creating a Loving Trust Practice, and the books, Total Wealth Management, Estate Planning Basics: A Crash Course in Safeguarding Your Assets, Dominate Your Market, and Legacy Wealth Planning. He also contributed his expertise to the bestseller, Terry Savage on Money. Professional Experience Robert has been a practicing attorney since 1976 and is the founder of one of the most successful estate planning practices in the country. In 1989, he joined forces with fellow estate planning attorney, Sanford M. Fisch. Together they serve as principals with the San Diego, California law firm, Armstrong, Fisch & Tutoli, where they have created thousands of quality estate plans for grateful clients. In 1993, Robert co-founded the American Academy to help Members build successful and robust practices through a rich array of products, services, and systems. His innovative, real-world solutions to common professional and business problems help Members become the premier estate planning attorneys in their communities. With step-by-step coaching, the Academy helps Members effectively use technology, successfully and ethically market estate planning services, create precise accounting systems, inspire law firm staff, and stay current with the ever-changing estate planning laws. Education After four years in the U.S. Navy, including a decorated combat tour of duty in Da Nang, Vietnam, Robert attended the University of California at San Diego, where he graduated summa cum laude with a Bachelor of Arts Degree in Classical Greek. In 1976, Robert earned his Juris Doctor degree from the University of San Diego, where he was a staff writer for the Law Review and was awarded the prestigious American Jurisprudence Award for excellence in Insurance Law. Robert holds Series 7 and 66 Securities Licenses and a California Life Insurance License, ensuring that clients receive the benefits of coordinated estate and financial plans.
5 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 3 SANFORD M. FISCH CEO Sanford M. Fisch has spent over 30 years combining his keen business sense with an unparalleled understanding of strategic law firm management, marketing, and client relations. His ardent desire and deep commitment to helping fellow attorneys drove him to co-found the American Academy of Estate Planning Attorneys. Today, Sanford continues to serve as Chief Executive Officer at the Academy. He is responsible for collaborating on the strategic direction of the Academy, working with Members on strategic planning in their law firms, and increasing firm productivity, as well as building alliances with other organizations which provide resources to Academy Members. By constantly seeking better and more effective ways of doing things, he continues to make a real difference by transforming law firms, the industry, and some lives along the way. In addition, he is a co-author of The E-Myth Attorney, which reflects the vast experience gained over a more than 30 year career in practice, and as an advisor and coach to lawyers throughout the country. Other books he has co-authored include Total Wealth Management, Estate Planning Basics: A Crash Course in Safeguarding Your Assets, Dominate Your Market, and Legacy Wealth Planning. His early career was spent as a Tax Specialist with Coopers and Lybrand, an international accounting firm. He also taught at the American College for Certified Financial Planners and Chartered Underwriters. In 1989, he joined forces with fellow estate planning attorney and Academy co-founder Robert Armstrong and is currently a principal of Armstrong, Fisch & Tutoli, APLC. In 1993, Sanford co-founded the American Academy of Estate Planning Attorneys. Education A solid legal education, including a Masters degree in tax law from Georgetown University Law Center in 1982, was the foundation for Sanford s career. He graduated magna cum laude from Boston University in 1977, earning a Bachelor of Science Degree in Economics, where he was a member of the National Mortar Board Honor Society. In 1980, he went on to earn his law degree from the University of San Diego, where he received the American Jurisprudence Award for excellence in Civil Procedure. He was also published in the Law Review, To Be or Not to Be Tax is the Question? Sanford holds Series 7 and 66 Securities Licenses and a California Life Insurance License, ensuring that clients receive the benefits of coordinated estate and financial plans. Professional Experience In addition to building a prominent estate planning law firm, and co-founding the Academy, Sanford has used his experience to add the Academy Peak Performers coaching program as well as a special coaching program for effective consultations to his regular duties. Through his work at the Academy, he has become a recognized leader and much sought-after advisor, speaker, and consultant to law firms throughout the United States.
6 4 11 Essential Systems to Create a Purpose and Profit-Driven Practice The 11 Essential Systems to Create a Purpose and Profit-Driven Practice Put something in every box on this form to ensure you get the most out of it. Be honest about what s currently working and not working in your law firm and be realistic about what action steps you can take now and which action steps will be taken in the future. Be open-minded and try on some new ideas for your firm. SYSTEM WHAT S WORKING WHAT S NOT WORKING ACTION STEPS 1. Strategic Planning: Aligning Your Business With Your Personal Values 2. Finance and Operations Management: Managing By the Numbers and Seamlessly Making it All Work 3. A Systems Approach to Leadership: Creating a Firm Cultures, Focusing on Unique Abilities and the Road to Mastery 4. Staff Accountability and Team Building: Putting the Right People With the Right Skills in the Right Positions 5. Comprehensive Technology: Leveraging Online and Offline Tools to Draft Documents and Manage Your Firm 6. Integrated Marketing and Public Relations: Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects 7. No Stress Client Engagement: Predictably Inspiring Consumer to Take Action and Retain Your Firm 8. Efficient Workflow: Drafting, Reviewing and Executing State-of-the- Art Estate Plans 9. Continuing Education: Staying on the Cutting Edge of Effective Legal Strategies 10. Ancillary Business: Leveraging Client Relationships to Generate Multiple Sources of Revenue 11. Ongoing Mastermind: Structures to Participate in a Community of Like-Minded Attorneys
7 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) WILL NEXT YEAR BE ANY DIFFERENT IN YOUR LIFE OR YOUR PRACTICE THAN THIS YEAR? 5 Housekeeping suggestions Check your mindset Try not to multitask, it s only a 90-minute webinar Take plenty of notes, us your questions during the webinar or if you have a question later feel free to call us at Be clear and honest with yourself about what your situation is. Check all that apply: I don t have enough business I don t like the clients I meet with It s been a long time since I had a great vacation I don t spend enough quality time with my family I ve been grinding too long and not making the progress I d like I don t have anyone to brainstorm solutions and strategies with The work I do isn t satisfying I am not lit up in my life or my practice I ve always wanted to go out on my own and just haven t done it yet I m tired of the stress
8 6 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #1 STRATEGIC PLANNING SYSTEM Aligning your business with your personal values Why: Why do you do what you do? What is the sole reason for owning your law firm? Vision: Be clear about where you are now and where you want to be in these areas: Number of Attorneys and Staff in your firm currently and in a few years Which services you offer now and later What your pricing is and will be
9 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 7 What your income is and will be What your schedule is and will be What are you known for in the community now and in a few years? What are you known for in your own office, what kind of leader are you and what kind of team depends on you? What are you known for at home? Julia Khaled, South Carolina Member Tips from Julia s Message
10 8 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #2 FINANCE AND OPERATIONS MANAGEMENT SYSTEM Managing by the Numbers and Seamlessly Making It All Work Manage by the numbers and review monthly at a minimum: The percentage of revenue that should be spent on marketing The revenue number per employee The percentage of gross revenue that should be going into your pocket as owner s compensation The percentage of people at a public or private seminar who should request appointments The closing ratio each attorney should have with first consultation Mary Miller, New York Member Tips from Mary s Message Analyzing Your Financials Takes 5 Minutes: Look for an invitation to an upcoming webinar about evaluating each of these benchmarks and what these percentages should be in a successful practice at a glance. On this upcoming webinar, we will also address how to impact the numbers you want to change
11 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #3 A SYSTEMS APPROACH TO LEADERSHIP 9 Creating a Firm Culture, Focusing on Unique Abilities and the Road to Mastery We believe team leadership, whether it s 2 people or a dozen, is the most important ingredient in creating a sustainable practice where you get to step out of the doing it, doing it, doing it grind, and delegate most of the work of the firm to others. How effective would the last three employees who left your firm honestly say you were? Rate your leadership 1-10 (10 means you re perfect and couldn t get any better!) Mindset Are you curious, intentional, driven by a vision, inspired? Special Talents Are you spending your time doing the things you love and do you have team members spending time in the areas of their strengths? Sharing Your Vision Do you share your vision and goals with your team and do you share the results of your progress toward those goals on a regular basis? Does your vision impact what everyone is doing? Inspiring Your Team Is your communication and the motivation you give your team working? Are they happy to get to the office and achieve more of your vision each day?
12 10 11 Essential Systems to Create a Purpose and Profit-Driven Practice Recognition and Appreciation A great leader takes none of the credit and all of the blame. Do you have structures in place so recognition of each team member s efforts to get you and your firm closer to your goals is consistent? Delegating Is your team empowered to make certain decisions about workflow and marketing and client contact that don t even require you? Are you effectively delegating the work that is non-attorney work? Mark Eghrari, New York Member Tips from Mark s Message Recommended Reading: The E-Myth Attorney, by Robert Armstrong, Sanford M. Fisch and Michael E. Gerber and What Got You Here Won t Get You There, by Marshall Goldsmith.
13 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #4 STAFF ACCOUNTABILITY AND TEAM BUILDING SYSTEMS 11 Putting the Right People with the Right Skills in the Right Positions The health and happiness of your team is the evidence of whether everything in System 3 is working as it should be. Do you know what each staff person who has ever left your firm has in common? You. Take a moment to try on the idea that their departure was not about them. We like to think we have our leadership skills in fine shape. To take things up a notch, be very honest about answering the following: How long do staff stay with your firm? What is the longest a staff person has stayed? Is that the norm? How many staff people have stayed in your firm for less than one year? How many over one year? Why do you think they leave? What do they say when they leave?
14 12 11 Essential Systems to Create a Purpose and Profit-Driven Practice What don t they say when they leave? If you own the responsibility for each departure, what area of leadership could have had an impact on providing a change to the outcome? Testing or more effective hiring procedure Training Clear expectations Feedback or recognition Technology More effective delegation Different compensation Your mindset Their access to your vision and knowledge of how things were progressing Other Colleen Prosser, Maryland Member Tips from Colleen s Message Recommended Reading: Good to Great, by Jim Collins.
15 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #5 COMPREHENSIVE TECHNOLOGY SYSTEM 13 Leveraging Online and Offline Tools to Draft Documents and Manage Your Firm Are you using Technology to the fullest in the following areas of your practice: Planning Marketing Staffing Accounting Client Contact Online Web Presence Website Rankings Document Quality Staff And Attorney Education Cheryl David, North Carolina Member Tips from Cheryl s Message Points to Ponder: Be sure to note which areas of your practice are up to date, and which could use a review. Is there an IT contact you could call for a quick technology analysis? Is the state of your software and hardware helping your staff be as efficient as they could be?
16 14 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #6 INTEGRATED MARKETING AND PUBLIC RELATIONS SYSTEM Planning Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects Marketing is a science with specific rules to follow. Take a look at the variety of marketing approaches alive and well in your practice. Which tools and structures are you currently satisfied with in your practice? Analysis of results (and adjustments to planning) Tools: Generating referrals Advertising Seminars and materials for niches or the public Direct Mail Letters Newsletters Website Search Engine Optimization Client review processes and tools Client and prospective client nurturing programs At the 90-minute Boot Camp session on marketing, we cover: How and why to create a Marketing Calendar and Plan for the year (you actually leave with a draft of your upcoming Marketing Calendar) How to identify your target market How to calculate the lifetime value of your client How to project your coming year s revenue with proper planning How to track your results
17 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 15 At the end of the Boot Camp you ll know: How many appointments you should get from public or private seminars How many of those should make it to the office How many of those should be retained and What to do if any of these numbers are off There are 5 marketing channels and you should investigate all of them before choosing your own marketing blend. 1. Direct Public outreach How to effectively put on public and private seminars 2. Client referrals How to leverage every one of your existing clients into a steady stream of referrals 3. Centers of Influence referrals How to establish and nurture relationships with all the professional referral sources in your area. 4. Online marketing How to have your website and online presence deliver prospects to your door automatically 5. Buying another firm s practice We ll show you how to identify and negotiate the purchase of a firm of a retiring attorney. This is where you can leverage all the Academy tools to transform a neglected practice into a client centered, revenue rich one. Larry Deason, Arizona Member Tips from Larry s Message
18 16 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #7 SUCCESSFUL CONSULTATIONS: NO STRESS CLIENT ENGAGEMENT Predictably Inspiring Consumers to Take Action and Retain Your Firm The Academy s systematic way of handling the initial consultation is focused on two major issues: First, how do we get the clients to open up and reveal, sometimes for the first time ever, what they fear and what an ideal estate plan looks like for them, and Second, how do we create a space or environment where they can be inspired to take action that s in their own self-interest Handled properly, the prospects will be convincing you why they need your services and that you re the only one to do it. No pressure, no pushy overcoming objections, no long-winded technical legal explanations, just be present and skillfully uncover the pain that each family has under the surface. 90 minutes on this session covers how to ethically and competently: Inspire clients to take action Put a system in place that works the same way each time you meet with a new prospective client Address the real, deeper issues facing a family, not necessarily the fake issues they sometimes bring up Address matters in such a way that the prospective client can t respond with those dreaded words, Let me think it over Interpret the success of your meetings by understanding the metrics. Analyze what to adjust in your meetings when they don t work.
19 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 17 Daniel DeBruyckere, Massachusetts Member Tips from Daniel s Message Reality Check: What is your current closing percentage (MTD and YTD) in your estate planning or elder law initial consultation meetings?
20 18 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #8 EFFICIENT WORKFLOW SYSTEMS Drafting, Reviewing and Executing State-of-the-Art Estate Plans A common struggle for many attorneys is that they re unable to distinguish attorney work from non-attorney work. The lawyer is often bogged down on a day to day basis with $10 an hour work, thinking he s got to be involved. Here are some questions to ask yourself: How are you drafting, reviewing, and executing estate plans in your office now? Is there a written system with metrics at each stage? If a staff person leaves, can the replacement be up and running with very little training? How is the work product presented to the client? Is it a few pages in an envelope or a cheap binder? Is it something they d be proud to show their friends and family?
21 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 19 Are clients impressed? Is there a client transformational experience when dealing with your firm? Is everyone on the team focused on the details with an eye to the presentation and look of the documents, as well as the content of the plan? What is the attorney s role in the workflow process? Who in the firm handles each responsibility and how long should it be taking them? What s the signing and funding process? Who actually handles this function? How comprehensively do you handle funding? Is it the client s responsibility or the firm s? Is it truly a memorable experience for the clients? Is it low rent or first class? At the end of the engagement, is there a real sense that you ll have a rewarding long-term relationship with their families?
22 20 11 Essential Systems to Create a Purpose and Profit-Driven Practice At the Boot Camp we ll show you how the Academy suggests you handle each of these issues. Michael Robinson, New York Member Tips from Michael s Message
23 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #9 CONTINUING LEGAL EDUCATION SYSTEM 21 Staying on the Cutting Edge of Effective Legal Strategies DENNIS SANDOVAL, J.D., LL.M. (TAX), CELA, AEP, EA Director of Legal Education Certified Taxation Law Specialist * Certified Estate Planning, Trust & Probate Law Specialist * Certified Elder Law Attorney ** Accredited Estate Planner *** Dennis has an LLM in tax and is a certified specialist in tax, estate planning and probate in California. In addition, he is a Certified Elder Law Attorney through NAELA and often teaches attorneys who aspire to the CELA designation. Dennis has been practicing law since * by California Bar Board of Legal Specialization ** by National Elder Law Foundation *** by National Association of Estate Planners and Councils * by California Bar Board of Legal Specialization STEPHEN HARTNETT, J.D., LL.M (TAX), Certified Estate Planning Specialist, VA Accredited Associate Director of Education Associate Director of Education Certified Estate Planning, Trust & Probate Law Specialist* Steve has equally impressive credentials. He also has an LLM in Tax. His degree is from NYU, and he is licensed to practice in multiple jurisdictions. Steve has a comprehensive understanding of every area of tax, estate planning elder law and entity planning. Steve has been practicing since Take a look at your educational support system. At the upcoming Boot Camp and Summit, be sure to ask Dennis, Steve and various Academy Members how the support from the Education Department actually works. There is ongoing training plus private consultations on case strategy along with listserv interaction for brainstorming.
24 22 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #10 ANCILLARY BUSINESSES Leveraging Client Relationships to Generate Multiple Sources of Revenue Today around 50% of Academy Members provide financial services in addition to legal services. Most of the time the attorneys don t actually provide the financial services, but they own an equity stake in the business that does. Important elements to be clear about before jumping in: Calculate your potential revenue in this untapped area Set the business up properly Select an ethical advisor you may want to partner with Dennis Duffy, Iowa Member Tips from Dennis Message HOT TIP: We highly recommend that you investigate this approach carefully before committing to it. Check your bar rules and be clear about disclosure. If you would like a private conversation about this, send us an and we will set a time to talk with you.
25 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #11 ONGOING MASTERMIND SYSTEM 23 Structures to Participate in a Community of Like-Minded Attorneys Where do you get your support? Jack Alpern, Ohio Member Tips from Jack s Message
26 24 11 Essential Systems to Create a Purpose and Profit-Driven Practice MAKE SURE YOUR CALENDAR IS MARKED! We already registered you for the next webinar. If you cannot participate, please us at right away to cancel your participation. STRATEGIC PLANNING WORKSHEET Part two of this webinar series Complete Law Firm Strategic Planning System STEP 1 1 VISION Wednesday, July 23, 2014 at 2:00pm Pacific Time (5:00pm Eastern) Presenters: Robert Armstrong and Sanford M. Fisch, co-founders of the American Academy of Estate Planning Attorneys and co-authors of The E-Myth Attorney YES, we will be sending you an with information about how you can participate on the full hour-long explanation of System #1 (Strategic Planning). This session will be presented by Robert s partner, Sanford M. Fisch. We will be sending you the Strategic Planning Worksheet as well as other materials you can use during the session. Because we re providing the full System #1 now, we will not be going through it at the Boot Camp.
27 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SAN DIEGO BOOT CAMP TRAINING INFORMATION 25 Begins Wednesday, October 8, :00am 6:00pm: Boot Camp training on Systems 2-11 with Academy co-founders Robert Armstrong and Sanford M. Fisch 7:00pm: Dinner with VIP Boot Camp students and Academy Leadership Concludes Thursday, October 9, :00am 11:00am: Academy Chief Operating Officer, Jennifer Price, and the Academy Member Services team will review the Academy Marketing Calendar and best practices, followed by a review of the Academy s Executive Starter Kit Membership-Wide Summit October 8 12, 2014 Thursday, 1pm 5pm: Welcome and Keynote 6:30pm 9:30pm: Cocktail and Dinner Reception Friday, 8am 5pm: Sessions with evening Social Event Saturday, 8am 5pm: Sessions with evening Roundtable option Sunday, 8am Noon: Sessions and Close of the Summit * Approximately hours of CLE are associated with the Summit portion of this training There is no obligation to join the Membership. This is a no-risk way to take a peek behind the curtain at what Membership offers. 15 VIP Guest law firms will be invited to this event.
28 26 11 Essential Systems to Create a Purpose and Profit-Driven Practice VIP students must be qualified All law firm offices must be in an area where an Academy Member is needed Must have a clean State Bar record Three Professional References are checked Must be in a financial position to build a practice. Credit references are also checked DETAILS Monthly Fee is: $2,495 Most Members average between $3,000 and $4,500 for an average estate plan The Monthly Fee does not begin until November 15, 2014 during this Boot Camp and Summit promotion. For those attorneys starting right away, that comes to a savings of $7,500 Initiation Fee is: $21,000 The total Initiation Fee is equivalent to about 6 estate plans Academy Payment Plan details available upon request This is not a sales pitch in disguise. If you feel like we ve wasted any of your time at the Boot Camp and Summit, we will reimburse you for up to $1,000 of your travel expenses! The invitation for approved VIP students includes two other people from the firm. We highly recommend partners, spouses, office managers, or other key people to attend with the owner. Download your application materials now at
29 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) FOUR THINGS TO DO BETWEEN NOW AND BOOT CAMP Pencil the dates into your calendar. October 8 12 in San Diego, California 2. Have a conversation with us and with Members. Call If your area has room for one attorney in the geographic area, only one VIP student can attend from that area. Consideration and approval is based on the date and time of the submission of the application 3. Submit your application by scanning and ing it to You can get your application at 4. Make travel arrangements. We will send information on the group rate for the Academy at the US Grant Hotel in San Diego
30 q Visit now to download your application materials
31 a Application for Membership CONGRATULATIONS ON YOUR DECISION TO LOOK CLOSER AT THE AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS TOOLS, SYSTEMS AND MEMBERSHIP! Whether you re attending our upcoming Boot Camp and Summit, or you know for certain you re ready to join the Academy Membership, we will need to process and approve this Application as part of our qualification process. Please be frank about the location of all branch offices as well as any disciplinary action you ve experienced. We recognize that whether your practice is a well established Estate Planning practice, you re leaving an existing firm and going out on your own, or you re changing directions and shifting from one type of practice into Estate Planning for the first time this takes capital. We work hard to ensure the Members who join the Academy are in a secure financial position. Please be candid about your available resources so we can properly advise you about the timing of Membership or execution of other goals. We appreciate your interest in the Academy! We look forward to talking with you soon. PERSONAL INFORMATION Applicant s Full Name:... First Middle Last Jr./Sr./II/III Alias or Maiden Name:... Birth Date:... Soc. Sec. No.:... (Required for Credit Check) Main Office Address:... City, State, Zip:... Phone:... Cellular: How did you hear about us?... BRANCH OFFICES (IF ANY) Street Address:... City, State, Zip:... Phone:... Fax:... Street Address:... City, State, Zip:... Phone:... Fax:... AMERICANACADEMY 1 American Academy of Estate Planning Attorneys Application for Membership
Bach_0767904818_4p_bmb_r1.qxd 1/2/03 3:51 PM Page 203 the finishrich advisor questionnaire 5 Questions to Ask Yourself, and 10 Questions to Ask the Advisor My FinishRich Book Series (Smart Women Finish
Q3 2013 Oxford Communiqué Investor Report: How to Select the Right Financial Advisor By The Oxford Club Research Team NOTE: The Oxford Club is not a broker, dealer or licensed investment advisor. No person
SUSAN ANN KOENIG, J.D., email@example.com 1266 South 13 th Street Omaha, Nebraska 68108 PROFESSIONAL RECOGNITION Firm recognized with the 2015 Better Business Bureau s Integrity Award 2015 Greater
HIRING A JUNIOR ADVISOR MADE SIMPLE A Guide on When to Do It, What to Do and How to Do It Hiring a Junior Advisor Made Simple Author David Allen once said, You can do anything, but you can t do everything.
REAL ESTATE SALES SOLUTIONS A GREG HARRELSON SALES ACADEMY A MESSAGE FROM OUR FOUNDER AND CEO GREG HARRELSON Hello and thank you for taking the time to learn about the many benefits of working with our
Woodland Hills Tax & Estate Planning Council, Inc. Application for Membership Mission Statement The Mission of the Woodland Hills Tax & Estate Planning Council, Inc. is to promote the highest quality estate
The Pulse MEMBER NEWSLETTER APRIL 2014 Volume 1, Issue 1 TABLE OF CONTENTS A Letter from the CMO 2 Your Health Risk Assessment 2 Evergreen Health Care centers 3 Pledge to Members 3 Picking Your Primary
RECRUITING TIPS & SCRIPTS 1 & WHAT TO SAY TO NEW EXPERIENCED AGENTS table of contents Attracting New Agents Key Tips for Speaking with New Agents Interviewing a New Agent Inviting a New Agent to a Career
e Vol. 12, No. 9 MAY 2013 The Society News Kansas City Chapter Working in the Interest of the Client Thursday, May 9, 2013 Meeting Sponsor Join us for our last meeting of the season - the Annual Meeting
CITY OF EDMONDS REQUEST FOR QUALIFICATIONS FOR PUBLIC DEFENSE ATTORNEYS The City of Edmonds ( City ), Washington, is requesting proposals from well qualified attorneys interested in providing legal representation
Specia al Needs Trusts Nation nal Conference Friday, October 16, 2015 Breakout Session 3 3:15 P.M. 4:05 P.M.. Marketing Your Special Needs Planning Skills to Others; Expanding Your Practice Focus Presenter:
Lawyers Professional Liability Insurance New Business Application CLAIMS MADE WARNING FOR APPLICATION: This Application is for a Claims Made and Reported Policy, relating to claims made against the Insureds
Siemens AG Corporate Human Resources CHR CU CSCM Mr. Markus Kreysa St.-Martin-Straße 76 81541 Munich phone: +49 89 636 25 447 e-mail: firstname.lastname@example.org Your application Take the initiative and
SEMINAR 5 Handout 5-2: : A Guide to Financial Credentials There are scores of credentials for financial advisors. Some are very good indicators of the person s training and skill, while others indicate
ACCREDITED ESTATE PLANNER (AEP ) DESIGNATION The Accredited Estate Planner (AEP ) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional
Leverage Lincoln Financial Network Make the move to independence. Your business. Our network. It s your move You are a successful financial advisor. You ve built your practice on your strong reputation,
2011 Table of Contents About Us...3 Meet the Faculty...4 Workshops The Federal Employee s Early Career Benefits Workshop...5 The Federal Employee s Mid-Career Financial Guidance Workshop...6 The Federal
FRANCHISE PROGRAM Loon-a-tik frinj A group of people who share a set of radical principles and strive to create a like-minded atmosphere. HEART AND SOUL We create growth and opportunity by providing artistic
Are You Ready For The High-Net-Worth Advisor Program? The High-Net-Worth Advisor program is extraordinary! My personal income has skyrocketed 69% to $505,000. We received 33 high-net-worth referrals from
: What does it take to create an Apprenticeship program? Take me through the process. 10 STEPS TO IMPLEMENT YOUR APPRENTICESHIP PROGRAM 1. Decide what skills you need and what you can provide. To begin,
new agent guidebook Copyright 2011 BreakthroughBroker.com (INTRODUCTION) You are the business. Real estate school may have filled your head with the knowledge necessary to be an effective student of the
Considering a Career in Life Insurance Sales? We are leading the way! For a Career in Life Insurance Sales, We are leading the way Our Company McGuire Financial was founded by Glen P. Zacher CFP in 2004
Michigan University Office of Compliance Services Agent/Advisor Registration Application This form is required for registration by the Michigan University Professional Sports Counseling Panel. Please complete
It s All About The Experience: Yours And Ours WealthConsultingGroup_J.Lee_Bro_FNL.indd 1 Extensive Industry Experience Drives An Exceptional Client Experience WCG is a boutique wealth management firm offering
The UST Center for Writing Before you write, as you write, and after you write Graduate Peer Consultant Application Packet 2015-2016 Please note: You must be a student in the M.A. Program in English to
APPLICATION TO THE SACRAMENTO COUNTY BAR/ INDIGENT DEFENSE PANEL (IDP) 1. Read the enclosed summary of Program Description, Trial Requirements, Rules, Application, Agreement and Authorization and Release
Item 1: Cover Page ADV Part 2B Brochure Supplement COLMAN KNIGHT ADVISORY GROUP, LLC 18 AUDUBON LANE CARLISLE, MA 01741 978-371-2015 www.colmanknight.com This brochure supplement provides information about
How a Financial Planner Can Help You and How to Choose the Right One The Financial Planning Association (FPA ) is the largest membership organization for personal financial planning experts in the U.S.
Just Ask: Strategies for Engaging and Retaining Help Desk Professionals by Beverly Kaye and Sharon Jordan-Evans Help Desk leaders want their talent to stay. And not just stay, but be satisfied, engaged,
Graduate Tax Program University of San Diego School of law The School of Law The University of San Diego School of Law is one of only 81 law schools in the country to have a chapter of the Order of the
Sales Leadership Development Course Descriptions Accountability Always, Sometimes and Never Coaching The sales manager is responsible for the success of the sales force. The effective leader will identify
WE ARE MORTGAGE PLANNERS Our Team has developed a special service called The Mortgage Concierge Program. Our application has been designed to simplify the mortgage process for you, while also helping you
Welcome to a life less complicated. JDJ Family Office Services was founded on a simple premise: as your net worth increases, so do your day-to-day financial and administrative responsibilities. And the
1997 Annapolis Exchange Parkway, Suite 300 Annapolis, Maryland 21401 Telephone (410) 972-4524 Fax (410) 972-4701 www.cwclawyers.org Susan.Wan@cwclawyers.org Congratulations on your nomination to become
orth Carolina Department of Insurance Uniform Application To Participate as a Health Care Practitioner ote: Please send completed applications directly to the organizations with which you seek to contract.
CPA Financial Services Practice: Critical Steps for MATERIAL SUCCESS Presented by Honkamp Krueger Financial Services, Inc. The Premier Provider of Financial Services to CPAs 1 CPA Financial Services Practice:
INCAPACITY PLANNING IN NORTH CAROLINA - USING SPECIFIC TOOLS While You Can Make Almost Any Decision You Like When Creating an Incapacity Plan, Failing to Make Those Decisions in the Proper Way Will, at
Queen s Master of Entrepreneurship & Innovation A 12-month program starting in September at Queen s School of Business in Kingston, ON. Faculty of Engineering and Applied Science Offered in Partnership
FLORIDA REGISTERED PARALEGAL APPLICATION CHAPTER 20, RULES REGULATING THE FLORIDA BAR I. PERSONAL INFORMATION Please Type or Print 1. Name: Please complete the information in Item 1 as you wish it to appear
Michael V. Vollmer Attorney at Law 5020 Campus Drive Newport Beach, California 92660 Telephone 949.474.9088 Facsimile 949.474.9089 E-mail email@example.com Certified Specialist, Estate Planning, Trust
BELLARMINE UNIVERSITY in veritatis amore w. fielding rubel school of business Post-Baccalaureate Accounting Certificate Program Accounting is one of the most popular majors at Bellarmine University. Our
Associate Dean, Graduate Academic & Faculty Affairs College of Professional Studies Boston, MA Executive Summary The College of Professional Studies at Northeastern University seeks a seasoned and innovative
Name: Company Name: Business Development Consulting Services Advisor Information / Application Bkr/Dlr or Primary Custodian: Business Phone: Home Phone: Cell Phone: Mailing Address: To determine how we
When You Need a Lawyer When You Need a Lawyer Who needs a family lawyer? Sooner or later, almost everyone needs the advice and services of a lawyer. In our increasingly complex society, many situations
Direct Selling Marketing Secrets By Darnyelle A. Jervey Incredible Factor Business Coach and Marketing Mentor firstname.lastname@example.org 1 P age Table of Contents Welcome 3 Why Marketing?...5 15
Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process
THE HR GUIDE TO IDENTIFYING HIGH-POTENTIALS What makes a high-potential? Quite possibly not what you think. The HR Guide to Identifying High-Potentials 1 Chapter 1 - Introduction If you agree people are
AGENTS, FINANCIAL PLANNERS & DISABILITY INSURANCE PROVIDERS: All agent/advisor registration applications must be filled out completely and contain the required forms listed in the Certification Section
IMPORTANT NOTICE THE POLICY FOR WHICH YOU ARE APPLYING IS WRITTEN ON A CLAIMS-MADE BASIS. IT PROVIDES NO COVERAGE FOR CLAIMS ARISING OUT OF INCIDENTS, SITUATIONS OR ACTS OR OMISSIONS WHICH TOOK PLACE PRIOR
Supplemental forms can be printed from: https://www.oblic.com/our-policies/policy-forms/ Referred by the Columbus Bar Association APPLICATION FOR LAWYERS PROFESSIONAL LIABILITY INSURANCE (CLAIMS-MADE AND
BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors Insights, tools and resources to help you Accelerate Your Growth, Scale Your Business and Elevate
THE E-MYTH ATTORNEY IN 2014 Compliments of the American Academy of Estate Planning Attorneys American Academy of Estate Planning Attorneys CONTENTS The E-myth Attorney in 2014 1 Step 1: Find Your Why 2
10 SUREFIRE WAYS TO INCREASE SALES Chakisse Newton, President, Cardinal Consulting, LLC. 10 SUREFIRE WAYS TO INCREASE SALES Introduction One of the most important activities of any business is to constantly
ABA Section of Litigation Joint Committees CLE Seminar, January 19-21, 2012 You're Only Young Once: The Do's and Don'ts of Developing Business as a "Young Lawyer" Nine Marketing Ideas That Can Be Ethically
Who is Berger Rental Communities? Berger Rental Communities is a full-service property management company that handles all facets of multi-family property management. Our reputation has been built on a
COMMONWEALTH OF MASSACHUSETTS HUMAN RESOURCES DIVISION EDUCATION AND EXPERIENCE RATING SHEET INSTRUCTIONS FIRE CHIEF DEPUTY FIRE CHIEF DISTRICT FIRE CHIEF SUMMARY OF EXAMINATION PROCESS: Promotional Examination
Education: Juris Doctor Secondary Teaching Credential Bachelor of Arts Legal Experience: Southwestern University School of Law Mount St. Mary s College University of California at Los Angeles Law Office
APPLICATION FOR LAWYERS PROFESSIONAL LIABILITY INSURANCE (CLAIMS-MADE AND REPORTED BASIS) INSTRUCTIONS (Please Print or Type All Replies) (a) If any space provided herein is insufficient for complete reply,
COURSE SUBJECT HANDBOOK CUSTOMER SERVICE INSTITUTE OF AMERICA CERTIFIED CUSTOMER SERVICE MANAGER Nationally Accredited Level 1 Certificate and Advanced Certificate for Customer Service Manager contents
PROSPECTING: The Never Ending Challenge Special Report by Mike Ferry January 2013 2013 The Mike Ferry Organization. All Rights Reserved. In the mid-1990 s, I was invited to speak before a group of approximately
CEO Global Network: The Benefits of CEO Peer Groups! www.ceoglobalnetwork.com Finding the Right Fit in a CEO Peer Group Seven Key Factors to Consider when Choosing a CEO Peer Group An Executive White Paper
Guide to Designations, Programs, and Advanced Degrees From industry-respected designations to accredited master s degrees and a doctoral program, The American College is the educational resource of choice
DESIGNED PROTECTION SM FOR LAW FIRMS APPLICATION FOR LAWYERS PROFESSIONAL LIABILITY INSURANCE NOTICE: THE POLICY FOR WHICH APPLICATION IS MADE APPLIES ONLY TO CLAIMS FIRST MADE DURING THE POLICY PERIOD.
APPLICATION FOR LAWYERS PROFESSIONAL LIABILITY INSURANCE (CLAIMS-MADE AND REPORTED BASIS) INSTRUCTIONS (Please Print or Type All Replies) (a) If any space provided herein is insufficient for complete reply,
AXA Advisors, LLC a world of people a world of opportunity our mission AXA Advisors mission is to attract, select, place and promote individuals based on their qualifications a philosophy that has always
Mastering the Art of Client Acquisition & Business Development: The 7 Critical Conversa ations to Building & Maintaining a 7 Figure Financial Advice Business. Detailed Agenda Novem ber 13-15, 2015 Powerful
Before You Buy: What Mortgage Professionals Need to Succeed with Internet Leads A Leads360 White Paper October 2007 Executive Summary The volume, consistency and potential revenue that Internet leads offer
AGENCY MINNESOTA LAWYERS PROFESSIONAL LIABILITY SECTION CARRIER DATE NAIC CODE POLICY NUMBER EFFECTIVE DATE NAMED INSURED DBA: NOTICE: THIS APPLICATION IS FOR CLAIMS-MADE AND REPORTED COVERAGE, WHICH APPLIES
Orientation Leaders are an integral part of the New Student Orientation & Enrollment programs, serving as facilitators, hosts, and resources for first-year and transfer students and their family members.
Third Quarter Update The FFI Global Education Network (GEN) is a global forum for teaching and learning that offers cutting-edge multidisciplinary courses and world-class certificate programs for family
VERDE WEALTH GROUP, LLC 2323 S. Shepherd Dr. Suite 845 Houston, TX 77019 www.verdewealthgroup.com This brochure provides information about the qualifications and business practices of Verde Wealth Group,
PERSONAL: Name: (Last) (First) (Middle) Date of Application: Address: Phone No.: Length of Time: (Number and Street) (City, State and Zip) (six months Req'd) (Home) (Work) (Cell) Social Security No.: Driver's
Peter James Lingane, EA, CFP Financial Security by Design 852 Acampo Drive Lafayette, CA 94549 925.299.0472 or email@example.com www.lingane.com/tax March 26, 2015 This brochure provides information about
VITA JOHN P. HUGGARD 124 St. Mary s Street Raleigh, North Carolina 27605 Telephone (919) 832-2687 UNIVERSITY DATA Status: Retired full-time faculty member (North Carolina State University) Years of Service:
My 12 Top Tips for Marketing Your Law Firm With more than 1 million attorneys in the U.S. and approximately 45,000 individuals graduating from law schools every year, law firm marketing isn t an option.
Not Attracting Enough Ideal Customers? NEW 3-Part Seminar Series For Your Lending Team! Are You Ready to Make 2015 Your Best Production Year? SPECIAL OFFER! Private Group Coaching Sessions Available Thursdays
Your introduction to marketing qualifications with Home Learning College Shabnam Sadjady Home Learning College student CAM Diploma in Digital Marketing 1 Introduction Thank you for considering Home Learning
SALT LAKE CITY ESTATE PLANNING COUNCIL October, 2011 Robert G. Alexander, Esq. JD, LL.M., AEP, EPLS Alexander Law Offices, S.C. 933 N. Mayfair Road Suite 301 Milwaukee, WI 53226 (414) 476-5020 FAX (888)
COMMONWEALTH OF MASSACHUSETTS Board of Public Accountancy 1000 Washington Street, Suite 710 Boston, MA 02118-6100 617-727-1806 www.mass.gov/dpl/boards/pa INSTRUCTIONS: FULL-REPORTING CPA LICENSE APPLICATION
The Professionals of Charles Schwab Bank s Personal Trust Services Division With Administrative Trustee Services from the Personal Trust Services Division 1 of Charles Schwab Bank, you benefit from the
ALI-ABA Audio Seminar Special Needs Trusts: What Every Personal Injury Attorney and Estate Planning Attorney Must Know February 27, 2009 Telephone Seminar/Audio Webcast PROGRAM SCHEDULE FACULTY PARTICIPANTS
BIO PRESENTATION T4 September 22, 2005 3:00 PM PROJECT DRIVEN VS. PEOPLE DRIVEN TECHNICAL MANAGEMENT Marty King Hospira, Inc. BETTER SOFTWARE CONFERENCE & EXPO 2005 September 22, 2005 Hyatt Regency San
Retirement Recharge 2015 featuring Presents Tom Hegna Start the New Year strong by reenergizing your retirement strategies. Jump start your business by attending Brokers International s upcoming Retirement