Academy Members and Non-Members — our summit in Kentucky last week was a SMASH HIT! Some of the items on our agenda included:
- VA Training
- Keynote on Generation Differences
- 8 hours of Boot Camp Practice Management Basics
- New Final Signing approach
- Presentation Skills Training
- 8 hours of Personal Consultation Training
- Bullet Proofing Your Practice (Founder Message)
- New Software Demo!
- Client Confidentiality Session
- Ethical Considerations in Cloud Computing
- Law Firm Workflow Systems Discussion Panel
- Financial Benchmark (private meeting with panel)
- HR Best Practices
- MORE….. A ton more.
If you can only listen to a FEW sessions when they are posted on the Members Only Site in the coming week or so — read some of the recommendations received from Members when asked the #1 session they would recommend.
If you’re a NON-MEMBER and you want access to some of these recorded sessions… stay tuned! We’re in the process of picking out ONE that we can share with you soon!
WHAT IS THE #1 SESSION YOU ENJOYED MOST?
My favorite session was Steve’s session on Trust Protectors. I thought that was the most informative and practical session of the whole weekend. I truly appreciated the thorough materials that went along with the discussion, as well. ELLEN
Unfortunately I have 3 sessions
1) Boot Camp – was a great team building exercise
2) New Final Signing Approach– This could be a game changer
3) Session where the credit card was introduced. I get so many diners cards and debit cards as gifts, that is exactly what I am going to do for our trust seminars. I don’t think it is a needle mover, but I like it a lot. DEAN
I enjoyed the VA Benefits planning session with Victoria Collier. The speaker was very knowledgeable and was able to articulate herself in a clear and concise manner. KATHRYN
The session I enjoyed the most was the interactive session we had with the speaker on ethics. I enjoyed answering his questions by remote control and seeing responses of other participants. I believe we incorporate into our seminars the same approach. ALBERT
I loved the keynote speaker. Joey and I thought that was the best part of the event. It helped us to understand our children better and what not to say to clients and employees of that generation. MARIANNE
There were so many good and useful presentations in Louisville, but the #1 most valuable was the keynote address on millennials.
As you know, Marianne and I are parents of two Millennials, ages 33 and 31, and for years, we have had difficulty in understanding why we’re not getting through to them. We thought it was part of the old “Kids never listen to their parents” syndrome. In fact, thanks to that fine speaker, we have realized that we have been beset by technological and generational forces unique to this era, which, by far, trump the old models. JOEY
100% Speaker’s School. I was able to utilize some of the skills last night and it made a huge difference at the event. In fact someone signed up from last night’s event to see me first thing this morning and purchased a trust without any hesitation. Also, we got a call from someone signing up for tomorrow’s seminar, advising us that his sister had called them when she got home from last night’s seminar and told them how amazing the event was and they hoped we had room to accommodate them tomorrow. Wow!! CHERYL
The Session with Amy Mead was invaluable! Even though I attended Speaker’s School – which was fantastic, hearing Amy again for 90 minutes was extremely helpful. Amy is brilliant and she teaches so well that her Session is a “must-listen” for all Academy members. Best 90 minutes of the Summit! PAUL
The number one session I enjoyed the most was the Founder’s Message on our first day. Sandy and Robert set the stage for what seemed to be a recurring theme through many of the speakers and that was “leverage”. Leverage is the one thing that is going to set us apart from other Estate Planning attorneys in our community who offer the same products as we do. We need to keep evolving and pushing forward or we are going to be left behind. AMY
I liked all the education classes, but the funnest session was the Mastering Your Presentation Skills session. I think of myself as a pretty good public speaker, but Amy was really engaging and just in that 1.5 hour session I came away with great tips to improve my seminars. Also, sometimes you can feel the whole 90 minutes of a session, with hers, it flew by. BRIDGET
If you’re asking about the whole summit, the obvious answer is Ganesh. Seeing him in person is just so much better than experiencing the system any other way. I only wish we had time to expand that more.
For the base sessions, that’s a tougher call, as there were lots of good ones this time. Since I like an underdog, I’ll put in my vote for the Confidential Client Information session. Ethics is a topic that is traditionally a little dry, but this was by far the most I’ve enjoyed an ethics session in my career. GARY
The session on the speaker school. I enjoyed the energy and learning about what the speaker school has to offer. Thanks. MATT
By far the best section was Dividing the Generational lines. He was an exceptional speaker and the information was extremely helpful. I will definitely use this information in my hiring practices and marketing for the GEN-Y client base. FRED
I can’t decide between Curt’s session or Amy’s session. Curt really provided some great insight. When hiring and working with people from different generations, I never considered s/he might see things differently from me due to their generational experiences. Amy Meade – do I need to say more. Her energy is great and she provides concrete changes that make a difference in my seminars. Thanks, AMY
Hi. My favorite session was the keynote speaker. I appreciated learning more about how the different generations tend to think and act. It helped to realize why people may be doing what they do, and how I might adjust my actions to better communicate with them. ERICA
I really enjoyed the Ganesh training, especially where you and Rick were my clients…!
The last 10 minutes of Sunday evening’s Ganesh training were extremely valuable to me. Watching and hearing him go through the pain/gain funnel with Sandy and then with Bob and Amy were a tour de force. Those short segments should find their way into the archives of greatness, like the Larry Parman exercise has. KEENAN
Jennifer, the session I enjoyed the most was the Friday Evening Roundtable: Mastering Your Presentation Skills with Amy Mead. I took away some great tips that I can apply immediately, and am looking forward to learning more at Speaker’s School. There’s no doubt in my mind that improving my presentation skills will make the seminars more fun for me, reduce cancellations between the seminars and personal consultations, and result in more enthusiastic prospects who already know me and trust me, which will equal more retentions. Plus, if someone is not going to be a good fit, they’ll realize it sooner (rather than cancelling, no-showing, or wasting their time and ours). Thanks, PHILIP
Jennifer, I enjoyed the Boot Camp since it helped me understand the big picture, if I had skipped the Boot Camp I would NOT have understood the general sessions. As to the general sessions I enjoyed the session on generational differences. The speaker was very entertaining, and nearly as funny as me. SAM
Chief Operating Officer
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
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