American Academy Practice Building Boot Camp

For over 25 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 to conduct 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 the 2018 Spring 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 info@aaepa.com for detailed information.

American Academy Members Only Summit

Were you unable to attend the Fall Summit in San Diego, California? Don’t make the mistake of missing the Academy’s Spring 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.

Detailed Agenda:
For the 2018 Spring and Summit Agenda, click here.

Curious about previous Academy Summit Agendas and materials? Call us at (800) 846-1555 or email info@aaepa.com to request a free recording of an educational or practice building session from our most recent Summit.

Academy Summit Sponsors

Below are our generous 2018 Spring Summit Sponsors!

Matson Money – Gala 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 Marketing – Breakfast Sponsor
Premiersmi.com
Premier Marketing has been a long-time partner of the Academy. It 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 Marketing 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 turnkey insurance and risk assessments.

DocuBank – Event App Break Sponsor
www.docubank.com
DocuBank understands Academy members. As The Academy’s oldest partner, they’ve been working with Members since 1995. Three-quarters of Academy members use DocuBank’s advance directives registry to boost their identity and year-round relationship touches. DocuBank works seamlessly with the Academy system and philosophy, so you get the biggest bang for your marketing buck. The Academy has helped make this happen, too. Are you using DocuBank to boost brand awareness with your existing clients? To keep your firm top-of-mind? To seal the deal with prospects? To offer an online SAFE for storage of estate planning documents? Don’t ignore the wisdom of the vast majority of your colleagues.

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.

IndustryNewsletters –Coffee Break Sponsor
industrynewsletters.com
IndustryNewsletters is a leading provider of email marketing tools, delivering the proven solutions professionals need to build new business and improve client retention. Contact Robert Slavitt for more information: rslavitt@industrynewsletters.com

MCM CPAs & Advisors – Sponsor
www.mcmcpa.com
As a large regional CPA and advisory firm with offices in Kentucky, Indiana and Ohio, MCM CPAs & Advisors provides highly specialized services to a broad range of clients. Privately and publicly held businesses, not-for-profits, small businesses and individuals throughout the country receive personalized attention and local access from national level talent. MCM specializes in a variety of tax, assurance, accounting and consulting services and are proud to offer expertise in more than a dozen disciplines and industries, including HR consulting, international tax advisory, employee benefit audits, and state and local tax consulting. For more information, please visit www.mcmcpa.com or contact Emily Possidento at 888-587-1719.

MPS-Sponsor
Medicaid planning is essential to every estate planning practice, and the Medicaid program with Dave Zumpano brings a comprehensive system to Members that includes training, support, and continued education to help you effectively implement it at your firm. The MPS program provides an initial 1.5 day “virtual” training followed by a private support call, access to the Academy MPS website and its materials, as well as monthly support.

ProLawFirms.com -Coffee Break Sponsor
www.ProLawFirms.com
Prolawfirms.com is more than just an attorney directory website. Our subscribers receive preferred status with one of the largest employee benefit referral services in the country. Geographic areas are available by county and legal practice area. Enhance your referral base and increase your internet presence by becoming a Prolawfirms.com subscriber. Contact Robert Brannen and Mark Evans for more information: 855-973-6639 | mevans@prolawfirms.com.

Approval Code – Sponsor
www.approvalcode.com
Approval Code offers cutting-edge payment processing products and services you need to execute your business plan. Increase your profits by reducing credit card processing costs. Use Approval Code solutions to increase efficiency through virtual terminals that allow you to process cards from your desktop, mobile solutions to accept credit cards at seminars, and integration with Quickbooks to eliminate double entry. Contact Kirk Moore for more information.

Homes For Our Troops
www.hfotusa.org
Homes For Our Troops (HFOT) is a privately funded 501 c (3) nonprofit organization that builds and donates specially adapted custom homes nationwide to severely injured post -9/11 Veterans, to enable them to rebuild their lives. Most of these Veterans have sustained injuries including multiple limb amputations, partial or full paralysis, and/or severe traumatic brain injury (TBI). These homes restore some of the freedom and independence our Veterans sacrificed while defending our country, and enable them to focus on their family, recovery, and rebuilding their lives. Since its inception in 2004, nearly 90 cents of every dollar donated to Homes for Our Troops has gone directly to our program services for Veterans. HFOT builds these homes where the Veteran chooses to live, and continues its relationship with the Veterans after home delivery to assist them with rebuilding their lives. Contact Suzanne Shaheen for more information: sshaheen@hfotusa.org