EP Business Development Primer [Free Course]

Looking to grow your estate planning practice, but not sure where you should focus your time, energy, and resources? 

THIS SHORT FREE COURSE WILL HELP YOU GET CLARITY!

Tested Practical Guidance

30-minute Video Lesson

Proven BD Tools

100% Virtual & On-demand

WHAT YOU WILL GET:

In this Course, you will get a 30-minute online and on-demand video lesson along with course materials to help you kick-start your estate planning practice.

  • Understand the importance of the size and quality of your network

  • Uncover the types of contacts that are key to growing your practice

  • Get tips on how to grow your network strategically and effectively

  • Get clarity on the types of referral sources that are ideal for an estate planning practice

  • Learn how to do business development without feeling salesy or pushy

  • Learn how to talk about what you do so you stay memorable and stand out from other lawyers

  • Understand why developing a niche practice may be the right approach for you

  • Get ideas on how to cross-sell estate planning services to your existing clients

  • Learn the most important aspect of setting effective business development goals

  • Get introduced to other business development resources available to you

PLUS

  • Proven business development tools:

    • “What Might Be Holding You Back from Becoming a Successful Rainmaker” tool; and

    • “20 Relationship Strengthening Actions for Effective Networking” cheat sheet; and

  • A private 30-minute phone consultation to answer any questions and help you get a jumpstart on your practice development plan

MEET YOUR COURSE INSTRUCTORS

Yuliya LaRoe, JD, CPC, ELI-MP
Lawyer Business Development Coach

For over a decade, Yuliya has coached and trained hundreds of lawyers to achieve tangible business development results. Results such as growing client billings from $100,000 to over $1,000,000 annually, signing on new high profile clients, expanding existing clients’ business by 25%+ through cross-selling, achieving equity partnership status, and much more.

Her clients attribute their success to her unique legal business development methodology rooted in helping attorneys identify their natural “rainmaking style” and the “buying styles” of their contacts. This approach allows them to create a personalized rainmaking system that leverages their natural strengths, emphasizes the “give-to-get” mindset, and focuses on strategic relationship building through personalized high-touch outreach.

Prior to coaching lawyers, Yuliya served as legal counsel and advisor to Fortune 500 companies on a variety of issues related to their global operations.

Olga I. Galanter, Esq., JD, LLM
Partner | Sub Rosa Law PLLC

For almost a decade, Olga has been advising her clients on the issues of estate planning and estate administration matters, including international estate planning.

Olga is a graduate of both Far Eastern National University Law School, Russia (with Honors), and University of Miami School of Law (Magna Cum Laude). Olga received her Master’s degree in Estate Planning from the University Of Miami Graduate School Of Law.

While in law school, Olga completed internships with the Honorable John J. O’Sullivan, Magistrate Judge for Southern District of Florida, and the Honorable Arthur Rothenberg, County Court Judge in the Probate Division of Miami-Dade. She also was an Editor of the University of Miami Law Review.

Ready to start growing your estate planning practice? 

Enroll into this course for free!

Once you enroll, you will receive an email with your Law Practice Academy portal access details. Please allow for a few minutes for the email to arrive (and do check your spam folder in case our email gets caught in it).

We look forward to helping you grow your practice. Here is to your extraordinary success!