Training for Estate Planning Attorneys

Featured Courses

This Course Will Help You Add 6+ Figures of Recurring Revenue to Your Law Practice Stress-Free

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. In six modules, Greg DuPont will teach you how to become a hero to your clients, improve your quality of life, and transform your financial future. Each one of the six pillars we'll talk about has the potential to add six figures, or more, to your practice.

$149.00 USD

Transform Lives & Stand Out from the Competition by Learning These New LTC Strategies

Secure Their Future: Unlocking the Power of Asset-Based Long-Term Care is a course that teaches you how to help your clients prepare for the high cost of healthcare, protect their lifesavings, and make 6+ figures of income for yourself in the process.

$149.00 USD

Learn How to Add $100k to Your Law Practice Simply by Asking Your Clients the Right Questions

Unmasking The Dangers in Your Clients' Life Insurance is an insightful course designed to help you gain a clear understanding of your client's financial situation, and how to help them.Led by industry experts, this course dives deep into the fine print to reveal potential pitfalls that may be lurking in your client's coverage.Solve their problems and watch the referrals roll in effortlessly. When implemented correctly, the strategies explained in this course are GUARANTEED to add 6 figures, or more, to your practice.

$149.00 USD

Learn How to Triple Your Marketing ROI Without Spending a Dime on Advertising

Uncover the secrets behind utilizing your CURRENT client base to generate MORE income.Fundamental Marketing Strategies for Attorneys is a course that teaches you to work smarter, not harder. Uncover the three essential pieces of a marketing formula, how to effectively nurture current leads so you DON'T have to go looking for new ones, and master our Smart Seminar Framework so you only attract clients you WANT to work with.

$149.00 USD

Understanding Indexes: The Modern Engine Behind Investing

 In this training, uncover what makes indexes tick and how to use them as a volatility buffer for your clients.

$149.00 USD

Maximizing Benefits: Financial Strategies Attorneys Can Use to Help Business Clients

Maximizing Benefits is a course that teaches attorneys how to offer additional value to their business clients and earn more revenue for themselves in the process.

$149.00 USD

Become a Hero to Your Clients and Your Family with These Debt Demolition Strategies

Debt Demolition is a course that teaches you how to become a hero to your clients by freeing up their cashflow and transforming their lives. This course will make you one of the best lawyer advisors in your region and teach you how to grow your business by 6+ figures.

$149.00 USD

3x Your Average Client Value by Breaking Free From Financial Advisor Referrals

Investment Mastery for Estate Planners: Understanding Client Psychology & Expectations.In this course, learn how to become a hero to your clients by protecting their investments against market risk AND teaching them how to properly use investments to support their dream lifestyle.

$149.00 USD

Memberships

Co-Work Financial Planning Cases Worry Free. Become a Skillset Member.

Skillset members get access to... A community of like minded attorneys dedicated to personal growth and collaboration ($2,500 value) Cross-referral opportunities for legal services ($5,000 value) Monthly print newsletter ($2,500 value) On-demand training sessions on the core principals of financial advocacy ($1,788 value) As needed access to vetted financial solution providers to implement for clients ($5,000 value) Membership recognition and promotion package ($2,500 value) Licensed marketing materials to inform and educate ($5,000 value) On-demand trainings with industry experts to build your understanding of financial planning principals ($997 value) Licensed access to turnkey solutions ($7,200 value) Licensed access to turnkey marketing programs ($25,000 value) Lead generation programs ($5,000 value) Qualification for AdvocateAccess Legal fee compensation program ($2,000 value) Qualification for AdvocateAware Marketing fund program ($25,000 value) Sixty-minute one-on-one on-boarding and coaching sessions ($3,000-$24,000 value) Monthly Open office coaching and training sessions ($25,000 value)

$275.00 USD every month

Get Licensed Quickly and Easily. Become a Toolset Member.

Toolset members get access to everything in the Skillset Membership plus... Guidance and direction for licensing and registration ($20,000 value) Complete back-office solution ($10,000 value) Access to insurance providers and asset managers ($10,000 value)

$595.00 USD every month

Shape the Future of WSN and the Legal Profession. Become a Leadership Member.

Leadership members get access to everything in the Skillset and Toolset Memberships plus... Software solutions (Tech Stack) to implement (varied value) Enhanced sales and financial planning training ($12,000 value) Regional Exclusivity and Control Program (incalculable value)

$825.00 USD every month