Many of you have inquired about membership in the Family Wealth Planning Institute. I apologize for not having gotten information to you sooner!
The Family Wealth Planning Institute is really where this all started.
Let me 'splain.
As you read in my Law Business Secrets e-newsletter today, I got very disillusioned with my estate planning practice when I realized how transactional it was.
I had gone to law school to make a difference in the world. To have an impact in people's lives. And, what I found is that I was selling documents instead.
I didn't go to law school to sell documents!
It got so bad that I even considered leaving the law. Instead, I decided I'd start my own practice and change the way families perceive estate planning and estate planners practice in the field.
I began to use systems in my own practice that were different than the way other attorneys did things. I developed a system for delivering high touch service with the utmost efficiency. And, for maximizing my marketing reach with the least effort and investment. Under development is a system to retain our clients and provide extreme value over their entire lifetime and beyond and a database system to manage and automate all of the processes.
I quickly realized that the systems I was developing were far too valuable for my little office. I was not going to be able to have much of an impact within my own small practice and that my resources were significantly limited if I embarked on this alone.
And out of that realization was born the Family Wealth Planning Institute.
I envisioned a network of attorneys focused on planning for a lifetime of protection, guidance and love. Attorneys who focused on helping their clients navigate life's legal challenges as they arose at each critical stage of life - the birth of a child, the death of a parent, marriage, home purchase, etc. The modern day Personal Family Lawyer(tm).
The entry point into the Personal Family Lawyer relationship may be through estate planning, divorce, real estate purchases, or business transactions. Regardless of the transaction that begins the relationship, the Personal Family Lawyer adds so much value to the clients life that the completion of the initial transaction whether it be an estate plan, a divorce, a probate, an incorporation, or any other transaction, it is just the beginning of a bigger relationship. A relationship that provides immense value to clients and more personal satisfaction and income for the attorney.
Each Family Wealth Planning Institute member attorney is committed to providing a higher degree of service and excellence than the norm. Family Wealth Planning Institute member attorneys communicate with their clients through monthly newsletters and audio programs. They host quarterly client events. They agree to work with other member attorneys to take care of clients who move from one to state to another for a fixed review and update fee, as determined by each member attorney and posted in the internal FWPI website. Eventually all FWPI member attorneys will offer membership programs that if managed properly will allow an attorney to "close" his or her practice. Get off the marketing merry-go-round and serve his or her existing clients and their families with love and gratitude. FWPI member attorneys are business owners who treat their clients as they want to be treated by their professionals - with warmth, caring, and professionalism.
I dream of a day when families across the United States will seek out a Family Wealth Planning Institute Certifed Personal Family Lawyers the way they seek out Volvos for safety, Bugaboo strollers for image, and Nordstroms for quality and convenience. And, they will turn to the Family Wealth Planning Institute for information and guidance when they aren't sure whether they need attorney.
As you can see, this is a big freakin' vision. For two years, I ran away from it because it was too overwhelming. And, during that time, I channeled all of my energy into my law firm, Martin Neely & Associates and I began to develop systems and processes that would allow me to have the practice of my dreams and then share those systems and processes with others. And it's all coming together right now.
The Client Engagement System was the first system documented for the Family Wealth Planning Institute and it teaches estate planning attorneys how to counsel prospects to make the very best decisions for their family about what is needed to be done so that the family will have as little to deal with in the event of a death or incapacity.
Attorneys who use the Client Engagement System hold themselves to a higher standard of client service, education and respect. They make the decision-making process easy for their prospects by clearly articulating each decision point in a way that is easily understood and answered. CES subscribers never sell or convince, they counsel.
I am giving all CES subscribers a 2-month free membership to the Family Wealth Planning Institute Inner Circle. The 2 months will begin in January as soon as the website is launched. I'm moving as quickly as I can on it, but there's been delay after delay. I believe we are very close now.
Membership in the Family Wealth Planning Institue Inner Circle includes:
* Listing on the Family Wealth Planning Institute website - http://www.familywealthmatters.com.
* Opportunity to be a Featured Member on the FWPI website.
* Family Wealth Matters client newsletter to mail to clients that is fun, gets read and WILL generate business for you.
* Family Wealth Matters CD of the month to send to some or all of your clients when you want to provide additional value and connection with your clients.
* Law Biz Secrets monthly newsletter that is guaranteed to give you one new revenue source, lead generation strategy, or business system strategy in every issue that will allow you to make more money while working less.
* Monthly Law Biz Success CD that will inspire you to greater success by giving you a behind the scenes monthly view into the life of someone who's doing exactly what you want to be doing and can show you the way.
* Pre-Release pricing and first notification on new Systems and opportunities for consulting.
Then, after your FREE 60-day test-drive, your subscription becomes automatically activated at only $197 a month. I guarantee you will earn at least 10 times that much from your subscription if you use the newsletters, CD of the month and one tip from the newsletter.
If at any time after your FREE 60-day evaluation period, you want to cancel, just give us a call at 877-999-3264 or fax me a note at 310-531-7395, and we will IMMEDIATELY cancel your subscription, no questions asked, no hard feelings. If you're not happy, you have no obligation to continue.
The Kids Protection Plan system, the second system released by the Family Wealth Planning Institute for attorneys who plan for families has been released in pre-release format. Attorneys using the system will provide peace of mind to their clients that their children will never be taken from their home or raised by anyone they wouldn't want in the event of the parents' death or incapacity.
The KPP system also comes with a marketing plan and the ability to sell the Kids Protection Planning Kit to consumers as a master affiliate.
The KPP may only be licensed and used by Family Wealth Planning Institute member attorneys at this time.
Future systems will include:
* Magnetize Your Marketing System
* Keeping Clients For Life System
* Run Your Office Joyfully System
And, my biggest dream of all - a web-based database system that will automate all of these processes so that you can have the ultimate freedom of running your business from anywhere in the world you choose to go.
Once all systems are complete, the Family Wealth Planning Institute will certify attorneys as Family Wealth Planning Institute Personal Family Lawyerstm. Certification will require the highest degree of service possible and implementation of each of the Family Wealth Planning Institute systems with the utmost integrity to the process.
So, now that you see the vision, I request your patience and support as it blossoms. I can assure you that getting into this community early will be one of those decisions you look back on at the end of your life and identify as one of the best decisions you ever made.
If you would like to help with the growth of this vision, you can do so by taking any one of the following steps:
1. Email and let me know how much you love the vision, the systems, the daily e-mail, the blog, or anything else I've done so far.
2. Tell your attorney friends to come to my blog at http://www.familywealthplanningblog.com and while they are there subscribe to the blog and sign up for my daily e-newsletter "Law Biz Secrets."
3. Tell your non-attorney friends and clients to subscribe to the Family Wealth Matters Blog and my Weekly Family Wealth Tip. But, only tell them to do so if you know that they want to make the very best decisions for their family and they are open to thought-provoking discussion.
4. Use the Client Engagement System to learn to counsel your prospects, lay the foundation for a lifetime relationship and enhance your own practice.
5. Let me know how I can serve you. Ask me questions. Tell me your biggest practice challenges. While I probably won't respond to you one-on-one, you will see the answers in future newsletters. And, please, please, please be very clear if you don't want me to disclose who you are. I will respect your privacy if you let me know you have an expectation of privacy. Otherwise, if you email me, expect to see it excerpted some time in the future in one of my communications.
I hope this helped to clarify your questions about how you can become a Personal Family Lawyer, when the next systems will be available, and the immense value that you will receive as a Family Wealth Planning Institute Inner Circle Member.
