How I Added 6 Figures to My Practice by Adding This One Easy-to-Offer Service 

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 just like many other attorneys. I joined a large firm as an associate, moved my way up to managing partner, and eventually started my own practice.

For a while, that was enough for me.

But, 15 years into my career I realized I could do more, provide more, and be more for my clients.

I was sitting at a conference room table representing a family in a trust dispute case. As I looked around the room during depositions, I saw four other attorneys. All there on my client's dime.

It struck me that the family was ultimately burning through at least $1,500 an hour paying for all this counsel. Later at dinner, it dawned on me why this bothered me so much.

My client, the family, was let down by the legal, financial, and tax professions. If this family just had a financial advocate they trusted, 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 financial advocate in their lives.

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

Needless to say, I didn't like what I saw.

I watched consumers get swindled time and time again.

The financial industrial complex was all about profit, not about providing clients with what was actually best for their needs.

So, I left. I went back to being a lawyer - with a new skillset at hand.

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 across the country to get started in financial services.

Introducing the 6 Pillars of Financial Advocacy

An immersive training program teaching attorneys like you how to become a hero to their clients, improve their quality of life, and transform their financial future WITHOUT sacrificing family time - GUARANTEED!

I hear you asking, "How can I add an entirely new service to my law practice without working overtime?"

 Well, you can spend as much or as little time on this as you want and still achieve the same success. Here's how it works:

• Step One is to start the course NOW. This is a first-come, first-served opportunity and current pricing will only be available for this round of students.
  
• Step Two is to complete the 6 Pillars of Financial Advocacy Course. I'll teach you everything you need to know to start skyrocketing your income by providing financial services 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 upselling 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
• 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 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 It Isn't

While we want to help as many attorneys and consumers as possible, our course isn't for everyone. If you're a lawyer who just graduated and is just starting out, 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 6 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 images.

BONUS 2: Free 30-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.

BONUS 3: Complimentary Copy of Our Print Newsletter

Normally only available to our coaching group members, you'll receive a free copy of our print newsletter, Advocate's Odyssey: The premier newsletter for enhancing your business, your quality of life, and your client's financial outcomes.