How to Add 6 Figures to Your Practice 

I'll unpack this service, and how to start offering it to your clients QUICKLY, LEGALLY, and ETHICALLY in just a second.

But first, a short backstory.

I started my estate planning practice like many other attorneys. I climbed the ranks at a large firm, eventually became a managing partner, and then ventured out on my own.

For a while, that was fulfilling enough. But after 15 years, I realized I could do more, provide more, and be more for my clients.

It hit me during a trust dispute case.

I couldn't shake the feeling that my client had been let down by the legal, financial, and tax professions. If only they had a trusted financial advocate, this entire situation could have been prevented.
I decided right then and there to change my law practice.

This would never happen to my clients, because I would become a trusted advisor in their lives.

To get there, I pursued a CFP certification and joined a financial advisory firm for a few years.

But what I witnessed there troubled me.

Consumers were being taken advantage of time and time again. The financial industrial complex seemed more focused on profits than on serving the best interest of their clients.

So, I left. I went back to being a lawyer, armed with a new set of skills.

Today, I provide holistic solutions to my clients through legal, finance, and tax structures.

My client relationships have strengthened, I'm getting more referrals and reviews than ever, and my business is growing exponentially.

Now, I’m teaching you how to have that same success in a fraction of the time it took me.
With advancements in technology, it's easier, quicker, and cheaper than ever for attorneys to get started in financial services and make 6+ figures will doing it.

Introducing The 6 Pillars of Financial Advocacy

An immersive online training program teaching attorneys like you how to become a hero to their clients and earn recurring revenue for their families in the process.

If you want to make a real difference in your clients' lives and increase your income in the process, this course is for you.

And the best part? You can choose how much time you want to invest and still achieve the same level of success.

Here's how it works:

• Step One is to start the training NOW before the price increases. This is a first-come, first-served opportunity and this rate will only be available to our first round of students.
• Step Two is to complete the course. I'll teach you everything you need to know to start skyrocketing your income by providing financial solutions to your clients.
• Step Three is to decide what you want to do with your new knowledge. We'll talk about options throughout the course.

What You Can Achieve as a Financial Advocate

• Add 6 figures to your practice in 6 months or less
• Set yourself apart from the competition by becoming a 'one-stop-shop' for all things legal, finance, and tax
• Generate more referrals and build stronger client relationships by better serving their needs

• 3x your average client value by nurturing clients you already have
• Generate passive income so you have more time to spend with your family and more money to support them
• Become industry famous and well-respected in your region for the 5-star service you provide

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.

Who Should Take This Course...

Our course is great for estate planning attorneys with law firms generating $300,000-$1 million a year.

If you're struggling with these issues...

• My revenue is inconsistent
• My work-life balance is non-existent
• I don't have stable referral sources (and/or just don't want to rely on the ones I do have)
• The competition has an edge that I don't
• I don't have a professional advisor I trust to refer my clients to

...And/or have these goals...

• I want to spend more time with my family
• I want to eliminate the stress my career is causing me
• I want to hire more staff, open up additional locations, and scale my business
• I want to set myself apart from the competition
• I want to make a lasting impact on the legal and financial industries
• I want to serve my clients better than anyone else in my area
• I want to create stronger, long-lasting relationships with my clients

...Then this course is great for you

...And Who Shouldn't

While we want to help as many attorneys and consumers as possible, our program isn't for everyone. If you're a lawyer who just passed the bar, we encourage you to work on establishing your own practice before reaching out to us.

Our course also isn't for those that aren't in a decision-making role at their firm. If you're an associate attorney or paralegal, we encourage you to share this page with the managing partner(s) of your firm.

Lastly, we aren't looking for lawyers who are willing to stay stagnant in their careers. We are only looking for highly-motivated goal-oriented professionals who are committed to providing the best possible service to their clients.

What You Get with This Course

The 6 Pillars of Financial Advocacy is an action-packed course that teaches attorneys how to better serve their clients' financial needs and earn more for themselves, all without working extra hours.

For the special price of $149, you'll get six hour-long modules that teach you how to recognize new opportunities in your current client base.

You'll also receive the full slide deck and transcript of each module to reference at your leisure.

BONUS 1: eBOOK

As a bonus, you'll receive a 183-page written version of the course, complete with slides.

BONUS 2: Free 15-Minute Coaching Session

Upon completion of the course, you'll have the opportunity to schedule a free coaching session with me, Greg. This meeting is all about you - your questions, your concerns, and your goals. I'll help you get started on your financial advocacy journey.