8:00 – 9:00 am Continental Breakfast
9:00 – 9:15 am Introductions
9:15 – 10:00 am The Best Practices of T&E Lawyers Consistently Earning $1 Million Per Year or More
Presented by Evan Jehle and Russ Alan Prince
Jehle and Prince will review the research on how T&E lawyers can earn $1 million annually. They will also describe five powerful business development best practices.
10:00 – 10:30 am Understanding Private Placement Life Insurance
Presented by Frank Seneco
Private placement life insurance (PPLI) is increasingly in demand by the wealthy. Seneco will provide an overview of the product and discuss how T&E lawyers can profit.
10:30 – 10:45 am Break
10:45 – 11:15 am Working with Successful Entrepreneurs
Presented by Aiden Bussey
Creating a successful business is the primary way to build significant personal wealth. Bussey will describe the tremendous opportunities for T&E lawyers with these individuals and their businesses.
11:15 – 11:45 am Connecting with New Wealthy Clients Through Mastermind and CEO Groups
Presented by Ellie Peters
A relatively untapped direct approach to generating new estate planning clients is by connecting with them through mastermind and CEO groups. Peters will describe how to access the wealthy through these groups.
11:45 am – 1:00 pm Lunch
Living to 120: The Steps You Need to Take to Ensure a Very Long and Healthy Life
Presented by Daniel Carlin, M.D.
Dr. Carlin will explain the three courses of action you need to take to significantly increase the probability that you can live a very healthy and long life. He will also explain how these actions translate into a need for new estate plans.
1:00 – 1:30pm Leveraging Other Legal Practices
Presented by Frank V. Carone
Cross-selling can result in significant revenue increases for T&E lawyers. Carone, an internationally recognized authority on law firm management, will explain how T&E lawyers can benefit from taking a proactive cross-selling approach.
1:30 – 2:30 pm How to Be the Expert the Wealthy Want
Presented by Evan Jehle
It is becoming increasingly essential to be a recognized authority – a thought leader – in order to build an outstanding high-net-worth legal practice. In this session, Jehle will explain the two central approaches nearly any T&E lawyer can use to become the expert the wealthy want.
2:30 – 3:30 pm Increasing Your Annual Revenues 20% Or More
Presented by Russ Alan Prince and Evan Jehle
Pulling together the perspectives and insights of previous sessions, Prince and Jehle will describe how you can increase your annual revenues 20% or more.