Sunday is a short day at our Summits and we ended at noon in Boston. See what we covered and let us know what you think of our Summit experience! 

Sunday Member Sessions: Sunday finished with a session on the Client Information Form (CIF) for CounselPro 6.0. Steve Hartnett finished with a well received session on the ROTH IRA. Even though Natalie Choate talked about this topic, Steve clarified everything, drove home the key points and made sure you left as an expert in this area!  Great job by both Dennis Sandoval and Steve Hartnett to keep Members on the cutting edge of the latest legal strategies, reinforcing their positions as your “senior law partners!” 

Software or CounselPro Training Breakout Sessions: Two days of Donna Hooper wowing the crowd.  That’s right, the evaluations reflect stunning sessions which are recorded. Donna’s technical training combined with her prior document drafting paralegal experience puts her in your shoes so she knows what you need. Take the time to train your staff on CounselPro and you’ll get a huge boost in productivity. Kudos to the balance of the team on site (Randy Harwick and Jeff Davis) and Lisa Weidler back home holding down the fort!     

MARK YOUR CALENDARS FOR THE FALL SUMMIT
October 7 – 11, 2010
Catamaran Hotel – San Diego 

If you know that you want to stay at the hotel before or after the event, check with erin@aaepa.com right away with your specific dates and she will try to get an Academy rate for you on dates outside of our room block. If you missed this Summit, it has been at least 365 days since you were surrounded by the most successful, knowledgeable, and like-minded estate planning business entrepreneurs in the country. This is not something to take lightly. More ideas and inspiration are exchanged at each Summit that produce vast amounts of revenue than any place else you can go. 

ONE LAST THOUGHT: Many of the things we talk about are easy to do but they are just as easy NOT to do! Remember this, and make sure you keep the agreements you make with yourself; keep your agreements with others and, most importantly, be accountable. In case you forget, the Academy itself is designed to hold you accountable for the dreams you have for your firm and career. Take advantage of this benefit of Academy membership and watch your productivity rise, implementation of programs quicken and result in the measurable success of your law firm.

ROBERT ARMSTRONG & SANFORD M. FISCH