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Business Coaching
Trying to grow a business, care for clients and keep up with industry changes can be impossibly overwhelming. With the Academy in your corner, you’ll never have to go it alone.
You’ll be paired with a Practice Building Coach (PBC) who will help you assess your goals, devise a plan of action and ensure you stay on course.
They’re your personal guide to taking full advantage of the Academy’s resources.
Get ongoing assistance with…
- Business Strategy
- Marketing Plans
- Leadership & Management
- Hiring & Training
- Monthly & Yearly Financials
- Academy Resources
Marketing Tools & Training
Reach your community & grow your client base.
Growing your client base doesn’t have to be a struggle.
We give you everything you need to build a marketing plan that works – no crossed fingers necessary.
You’ll earn referrals and generate interest in your community.
Our time-tested, high-converting presentations, private and public seminars are yours to use whenever you need.
Our marketing systems include…
- 400+ customizable letters, postcards, inserts &
ads - Presentation-ready slides,
scripts, handouts and
reports - Professionally designed
website & SEO* - Personalized coaching for
use and follow-up
* Optional; additional fee required.
Anthony Minko
Minko Law Office
Member Firm Since 2010
I was starting from scratch… to build our business to six employees in four years requires successful and effective marketing, and we’ve gotten all those systems from the Academy.
Estate Planning Software
Make documentation & management a breeze.
Our CounselProTM software takes the headaches and time-wasters out of every part of your business – from document creation and marketing to ongoing customer relationship management.
With CounselProTM, client estate plans are easy to create, deliver and customize, so you can spend less time staring into a monitor and more time helping your clients.
- Customizable,
comprehensive docs - Includes 300+ pre-written
contact letters - RLTs, ILITs, FLPs, CRTs,
SNTs & more! - One-click marketing &
management reports - Automatic updates keep
provisions current - Over-the-phone
installation, training &
follow-up support
John D. Laughton
Member Firm Since 1999
"It reduces staff time, it reduces errors in the documents… it makes our job much easier and we can focus on the clients – not the documents.”
CounselPro is a home run – we use it in our firm every day. It reduces staff time, errors in the documents… it’s one of the best planning tools we have. It makes our job much easier; we can focus on the clients because we’re not worried about the documents.
Continuing Legal Education
Get insights you can apply immediately.
As an Academy Member, you’ve got an entire Education Department committed to keeping you sharp.
But it’s not just about staying current – we’ve got your back in other areas, too!
You’ll be given systems, tactics and tools you can use to grow your business, improve client care and overcome obstacles as you build a practice you’re excited about and a lifestyle you love.
- Academy Summits &
Discover Day Boot Camps - Email Updates on Vital
Industry Issues - Classroom Conference
Calls - Over 1,000 members-only
resources - Frequent Webinars on
Timely Topics - Educational Department
Q&A
Jerry Dorn
Anderson, Dorn & Rader, Ltd.
Member Firm Since 1996
The Academy really offers the complete package and will truly allow you – and assist you every step of the way – to transform your practice and accomplish all of your goals.
Collaborative Community
Network, learn & grow with the best in the field.
Imagine being able to talk openly with attorneys about legal strategies, marketing tactics – even law firm financials, goals and results.
At the Academy, that's your new reality.
Every Member has their own exclusive territory, so they’re free to share their experience, open their books and discuss what’s working.
You’ll meet a nationwide network of experienced mentors and likeminded friends who actually celebrate your success.
Melanie Lee
Lee Law Office, PLLC
Member Firm Since 2006
“ I was just looking for estate planning software. What I found was the complete solution for the estate planning attorney.
The tools and systems help you create the practice of your dreams… and the lifestyle you really want to have. We’ve made friendships and received support that we never could have imagined. ”
Jack Alpern
Alpern Law Firm
Member Firm Since 1993
When I came here, I met an organization of people – to a person – who are happy for you when you succeed. It’s amazing – absolutely refreshing! It was a defining moment for me when I joined an organization that could rejoice in the successes of others.
Our Membership Requirements
Location
Academy Members don’t compete – they collaborate, share and learn from one another.
Membership is exclusive to one attorney per geographic territory.
Education
Joining the Academy means the learning never stops.
We require 36 annual CLE credits, but make them easy to meet with events, seminars, webinars and conference calls.
Accreditation
It’s no secret – we expect our Members to maintain a standard of excellence that exceeds the average state bar.
We’ll check your standing and your credit.
Reputation
Integrity and professionalism are the hallmarks of an Academy attorney.
We ask for professional legal references who can speak to your character and accomplishments.
Considering an Academy Membership?
Let’s find out if we’re a fit.
Contact Member Services at (800) 846-1555
Take Back Control of Your Business and Your Life
Trying to grow a business, care for clients and keep up with industry changes can be impossibly overwhelming. Ask us for some free information on how we can help!