-
Executive
Starter Kit
-
Business
Plan Template
-
Software
Installation & Support Coach
-
Implementation
Plan/Coach
-
Start-Up
Image Building Tools
-
Tools/Forms/Instruction
to Obtain Efficient Workflow
-
Strategic
Planning Materials and Organizational Chart
-
Marketing
Plan Recommendations and Templates
-
Customized
Seminar Presentation Tools
-
Customized
Marketing Tools
-
Initial
Consultation Training
-
-
Training
for Law Firm Staff
-
30-Day
Guarantee
|
| Practice
Building Support |
-
-
Practice
Building Audio Tape Series
-
Personnel
Systems
-
Customizable
Employee Handbook
-
Access
to Academy Member Website
-
Access
to Archives of Past Courses and Materials
-
Practice
Management Library
-
Regular Strategic Coaching Calls
-
Focus Group Planning Calls
|
-
Integrated
Marketing Guide
-
Ad and Direct Mail Library
-
Current
Year Marketing Calendar Template
-
Niche
Marketing Modules and Presentation Tools
- Complete
Medicaid Marketing System
-
Seminar
Direct Mail System
-
Law
Firm Marketing Coordinator Training
-
Endorsed
Seminar Marketing Guide
-
Marketing
Through Non-Profits Guide
-
Tools
for Generating Additional Business from Clients
-
Regular
Membership Marketing Conference Calls
|
-
Fax
and Email Content and Instruction for Building Referral Relationships
-
Ghostwritten Articles and Ongoing Public Outreach Tools
-
Image
Building Tools (Customized Stationery, Client Newsletters, Law Firm
Brochures, etc.)
-
Working with TV and Radio Module
- Working
with the Media Instruction
-
20+ Academy Reports on Specific Topics
|
*
Available at extra cost.
Seminar systems include slides, marketing materials, handouts, and
evaluation. |
|
| Technology
& Software Support |
-
Unlimited
Access to Software Tech Support
-
Personal
Installation and Setup
-
One-on-One
Software Training
-
Software
Training Audio Tape Instruction
-
Members
Only Website
-
Customized
and Maintained Law Firm Websites Available*
-
CATS"
” Firm Management Database Loaded with Over 300 Letters and
Reports
-
Document
Assembly Software “DAP” Complete Customizable Legal
Documents
|
| Legal
and Educational Support |
-
One-on-One
Legal Support
-
Member
Guides on Substantive Issues
-
Substantive
Law Training Library
-
-
Basic
Estate Planning Course
-
Updates
on Recent Rulings
-
Fax/Email
Research
-
Focused
Advanced Case Design Training
-
Training
on Practical Drafting
-
Monthly
Educational Conference Calls
-
Frequently
Asked Questions
-
Education
Advisory Board
|
-
Geographic
Exclusivity
-
Right
to Promote Academy Affiliation
-
Access
to All Academy Products
-
Transferable
Membership*
-
Volume
Discounts on Vendors Service and Supplies
-
Member
Networking
-
Members-Only
Meetings
-
Members
and Staff Listservs
-
Participation
in Financial Database
-
Participation
in National Deed Filing Service*
-
Model
Chart of Accounts
|
- Premier
alliance with 1st Global Securities
- Comprehensive
training program – Matrix2
- Decade
of experience with professionals offering financial services
- One
on one coaching for business set up and planning for clients
- Help
getting licensed and setting up shop
- State
by state ethics rules for ancillary business
- Attorney
specific marketing programs
- Emphasis
on comprehensive Wealth Care for clients
- Complete
services: Insurance - Securities - Money Under Management
- Competitive
compensation packages
- State
of the art software tools
- Your
business building partner
|
|
-
Basic Estate Planning Seminar System
-
Asset
Protection Seminar System
-
Medicaid
Planning Seminar System
-
IRA
Consumer Seminar System
-
Estate
Planning for the Farmer/Rancher/Landowner
-
Your
Keys to Financial and Estate Survival Seminar System
-
Family Limited Partnership Seminar System
-
Charitable
Remainder Trust Seminar System
-
ILIT
Seminar System
-
Famous
Estates Audience Warm-Up Slides
-
GLBT
Estate Planning Seminar System
-
12-Part
CE Program for Advisors
-
IRA
Planning CE Course for Advisors
-
Family
Business Succession Planning CE Course for Advisors
-
Total Return Unitrust CE Course
-
Tax
Relief Act of 2001 CE Course
-
Customized
Quarterly Newsletter*
-
Co-Author
Book Projects for Members*
-
Portfolio
Explanation Audio Recording for Consumers*
|
| Legal
& Educational Products |
- Two Annual Estate
Planning Summits Plus Materials and Tapes*
- Monthly
Educational Conference Calls
- Courses
on Advanced Topics
- Regular
Document Updates
- Core
Curriculum I Tapes and Materials
- Core
Curriculum II Tapes and Materials*
- Core
Curriculum III Tapes and Materials*
- 706
Preparation Tapes and Materials*
- Tapes
of All Past Guest Speakers*
|
| Practice
Management Products
and Services |
- Proprietary
Windows-Based Document Assembly Program (DAP)
- Proprietary
Windows-Based Database Management Software (CATS)
- Online
Multimedia Center
- Online
Shopping for Certain Discounted Supplies
- Handouts
for Various Seminars*
- Proprietory
Client Presentation Binders, Tabs & Audio Tapes
|
|
