For over 22 years, the Academy has offered Boot Camp training to Members and VIP Guests that covers all 11 Systems a successful estate planning practice – and a happy law firm owner – need in place.
The 8-hour Boot Camp will be led by the founders of The American Academy of Estate Planning Attorneys, Robert Armstrong and Sanford M. Fisch. These esteemed speakers are also the co-authors of The E-Myth Attorney.
Whether or not you opt to join the Membership during the Summit event, you’ll go home from this Boot Camp with the outline of every system you need to have in place to take your practice to new levels of success. Ask us how you can qualify to be a VIP Guest.
What You’ll Learn at the Academy’s Boot Camp:
The fundamental systems to have in place in your practice to take your level of success and overall satisfaction to a new level
How to diversify your Law Firm Marketing efforts and which tools you can create yourself or borrow from the Academy to generate a steady stream of new clients and revenue from existing clients
How to ensure you have the right people in the appropriate jobs in your firm. This one session reveals how crucial your people are when it comes to establishing your firm culture and how your clients experience your practice.
How to review your financials and use your P&L as a tool to navigate your firm to the next level of success, defined by you
Whether or not adding financial services to your practice makes sense, and what the rules are if you do.
How toconduct a consultation in a systematic way that uncovers every need the client has. It’s not easy to retool your consultation but this one session could make the entire trip worthwhile.
And this is just the Boot Camp! Academy Summits provide about 14 hours of CLE in the area of estate planning. For a details Boot Camp and Summit agenda, click here.
Interested in learning how you can be one of our 15 VIP Guest firms at out upcoming Boot Camp and Members Only Summit? Call (800) 846-1555 or email us at firstname.lastname@example.org for detailed information.
American Academy Members Only Summit
Were you unable to attend the Spring Summit in Louisville, Kentucky? Don’t make the mistake of missing the Academy’s Fall Summit! Academy Summits are the cornerstone of Membership – where the most successful and entrepreneurial estate planning attorneys from across the country gather to share ideas and successes. Academy Summits cover educational, practice management, and marketing topics.
The eagerly anticipated Fall Summit Agenda is now available! Click here to check out what kind of sessions you can expect at the 2015 Fall Summit.
Curious about previous Academy Summit Agendas and materials? Call us at (800) 846-1555 or email email@example.com to request a free recording of an educational or practice building session from our most recent Summit.
2015 Fall Summit Sponsors
Matson Money – Cocktail Party Sponsor www.matsonmoney.com
Established in 1991, (as Matrix Asset Allocation, Inc.) Matson Money is a full service Registered Investment Advisor firm offering asset management services through independent financial professionals nationwide. Our unique approach to investing is firmly grounded in Nobel-Prize winning financial and economic principles. We believe that every investor should understand and feel confident about their investment approach.
Premier Planning – Breakfast and Lanyard Sponsor www.premierplanning.com
Bryan W. Adams and his team have been a long time partner of the Academy. Premier Planning is one of the nation’s leading consulting and marketing companies in the insurance industry. Through their expertise and commitment to excellence, they are dedicated to creating innovative products and marketing services for the life insurance industry. Premier Planning assists advisors throughout the country to help their clients plan for the inevitable with Funeral Trusts, life insurance and the Legacy Safeguard service. Speak with them to learn how you can increase your revenue and complete your clients’ estate plan by offering turn-key insurance and risk assessments.
DocuBank – Coffee Break and New Member Lunch Sponsor www.docubank.com
DocuBank is a complete document access service for your clients. The DocuBank Emergency Wallet Card provides hospitals with immediate access to your clients’ health-care directives and emergency information, 24/7/365. DocuBank SAFE provides a secure online location where you and your clients can store all vital documents. The DocuBank enrollment form is integrated into Counsel-Pro™, so enrolling clients is virtually effortless for your firm. For more information on these valuable services, call them at (610) 667-3524 or visit www.DocuBank.com.
RME 360 – Coffee Break Sponsor www.RME360.com
The largest direct mail marketing company in the industry and now an approved Academy vendor for all direct mail seminar marketing needs. RME has marketed over 500,000 consumer seminars for over 15 years and is working with Academy members.
Checkpoint Marketing – Coffee Break Sponsor www.marketingsolutionsforlawfirms.com
The Checkpoint Marketing for Law Firms digital marketing platform enables estate planning attorneys to send customized and targeted messages to enhance client relationships, retain business and generate leads. Academy Members get exclusive discounted rates on estate planning and elder care email newsletter and content marketing programs.
ADP – Sponsor www.adp.com
Automatic Data Processing (ADP) is the business behind business, helping companies to better focus on their core competencies by providing outsourced payroll, workers compensation, health insurance, HR support, and retirement solutions. ADP has specific programs for businesses to help with cash flow, people management, and risk management. Our overall goal is to equip small business owners with the necessary tools to help them go from a start-up to a success. ADP has a corporate partnership with the Academy and will be giving Members exclusive pricing
MCM CPAs & Advisors – Sponsor www.mcmcpa.com
As the largest CPA firm in Kentucky, MCM CPAs & Advisors provided specialized professional services to a broad range of clients and industries. Private and publicly held businesses, not-for-profits, small businesses and individuals across the region and country receive personalized attention from national-level talent. MCM combines the technical and industry expertise of larger firms without sacrificing the amenities of a local firm. We work nationwide, but have offices in Louisville, Lexington and Frankfort, KY, Jeffersonville, IN, and Cincinnati, OH.
Smart Deeds – Sponsor www.smartdeeds.com
When an expert is what you require we are there every step of the way. Experience you can trust, know-how you can depend on. Since our inception in 1997, SmartDeeds has prepared and recorded over 1 million deeds. Our secure & efficient solutions are available in all 50 US States. SmartDeeds teams industry experts with innovative technology to deliver fully secure and compliant solutions. We guarantee our clients UPL and CFPB compliance, so you can concentrate on growing your business, not regulations.
Signa Digital Solutions – Sponsor www.gosigna.com
Signa Digital Solutions is an office equipment supplier of Canon, HP, Sam- sung copiers and printers. They also provide security software for document management, document retrieval and document cost analysis. Signa has reduced typical clients’ cost of printing by 30%. Contact Jennifer Muth for more information: firstname.lastname@example.org
Office Depot – Sponsor business.officedepot.com
A leading global provider of office products, services, and solutions formed by the merger of Office Depot and OfficeMax in November 2013. Office Depot is your single source for all the things you need to make your workplace more productive, including the latest technology, core office supplies, print and doc- ument services, business services, facilities products, furniture, and school essentials. The company’s portfolio of leading brands includes Office Depot, OfficeMax, OfficeMax Grand & Toy, Viking, ATIVA, TUL, FORAY and DiVOGA.
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Did you miss our “All About That Boot Camp” webinar? Ask us for a link to the recording.
This webinar covers all the details about the Boot Camp and Summit agenda, CLE, and specific information for those wondering if they should apply to be a VIP Guest.
* Please note this is different than the Westin San Diego located at 400 W Broadway
Free Academy Membership Info Kit
Interested in learning more about Membership in the Academy? Just fill out the simple request form for us and we’ll send you a packet of information about the Academy services and programs that our Members have access to every day.