MAY 21, 2019 • New York, NY

Join us and discover actionable ways to generate significantly more legal work from the wealthy.

Workshop Agenda

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.