Now Accepting Client-Focused Estate Planning Attorneys!
Our coaching program helps committed attorneys like you earn $100k+ of recurring revenue for their firm in under a year. If you're looking to take the stress out of your practice and start spending quality time with you're family again, this program is for you.
WARNING: LIMITED SPOTS AVAILABLE! 2025 CLASS WILL FILL UP FAST!
Book your free exploratory call below before your spot is taken by a competitor.
APPLY NOWMembership Tiers
We provide options for everyone no matter where you are on your journey to Financial Advocacy.
Keep in mind, the special pricing below is ONLY available for our 2024 members.
And, if you apply now, we'll GUARANTEE to lock-in your membership rate for at least 3 YEARS, as long as you stay a member.
Monthly payment options are available.
Monthly Payment Options are Available!
We don't want you to miss out, book a call to discuss.
The Proof:
I turned a $2,000 estate planning client into a $30,000 (and counting) client simply by helping them reposition assets.
Here's just one example of a recent client experience I've had.
As a financial advocate, I was able to help them...
1. Reposition old 401k assets to an IRA
2. Reposition old IRA funds to a protected growth account
3. Change their 529 contributions to an SDIC
This gave the family much better control of their assets and more flexibility.
By doing all this, they have a much better chance of their money lasting until the day they die (a 95% chance in fact, according to my analysis).
Many attorneys don’t realize how simple it is to get licensed and start providing this much-needed guidance to their clients.
All you have to do is learn the patterns I teach in this course.
Individual Courses
Not ready to commit to a membership yet? No problem! Our individual courses are perfect for attorneys wanting to learn more and for those wanting to assess if Financial Advocacy is right for them.
New Course Released Monthly!
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Each issue features 6+ articles detailing current economic news, practice building strategies, and more.
Subscribe NowOur Mission
Our mission is to cultivate a vibrant community of legal professionals who share a deep commitment to personal growth, professional excellence, and collaborative synergy in the provision of financial solutions to their clients. We aspire to provide a supportive and ethical environment where attorneys from diverse backgrounds and practice areas come together to:
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Foster Personal Growth
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Champion Collaboration
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Promote Mentorship and Support
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Advance Continuing Education
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Nurture Networking Opportunities
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Maintain Ethical Standards
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Engage in Community Service
Our community thrives through both online and in-person interactions, fostering a sense of belonging and collaboration in an ever-evolving legal landscape. Together, we are committed to the shared values that drive our mission, and we aim to be a beacon of excellence and collaboration within the legal profession.
CONTACT US
Email: [email protected]
Phone: 614-432-8065