Elite Coach

Weekly Session

Andrew Carnegie Secret" To Transform Your Law Firm, Wealth and Life (the most important skill I ever learned)

Andrew Carnegie Secret" To Transform Your Law Firm, Wealth and Life (the most important skill I ever learned)

2026

Creating AI Videos

Creating AI Videos

2026

Workshop Review Session Q3 2026

Workshop Review Session Q3 2026

2026

Q3 2026 Workshop Prep Session

Q3 2026 Workshop Prep Session

2026

How To Stop Being The Bottleneck in Your Business

How To Stop Being The Bottleneck in Your Business

2026

3 Ways to Use AI to Get More Clients for Your Law Firm

3 Ways to Use AI to Get More Clients for Your Law Firm

2026

Psychological Levers to Pull to Get Clients

Psychological Levers to Pull to Get Clients

2026

How Law Firm CEOs Use AI to Get High-ROI Work Done

How Law Firm CEOs Use AI to Get High-ROI Work Done

2026

Using Misconception Marketing to Get Lots of Clients

Using Misconception Marketing to Get Lots of Clients

2026

How to Turn Your Law Firm Into an Enterprise Value Rich Asset (You Can Sell One Day)

How to Turn Your Law Firm Into an Enterprise Value Rich Asset (You Can Sell One Day)

2026

Law Firm Marketing Ideas Rapid Fire!

Law Firm Marketing Ideas Rapid Fire!

29 July 2026

How to Build Your Brand So You are Different from Every Other Law Firm in Your Market

How to Build Your Brand So You are Different from Every Other Law Firm in Your Market

2026

The 8 and 9 Figure Mindset That Firm Owners With More Freedom Have

The 8 and 9 Figure Mindset That Firm Owners With More Freedom Have

2026

Your Second Half of 2026 Domination Plan

Your Second Half of 2026 Domination Plan

8 July 2026

Workshop Review Session

Workshop Review Session

1 July 2026

Q2 2026 Workshop Prep Session

Q2 2026 Workshop Prep Session

17 June 2026

Change Starts With You - Defying Complacency to Win Back Your Time

Change Starts With You - Defying Complacency to Win Back Your Time

10 June 2026

Getting Started with Claude Cowork in your Law Firm

Getting Started with Claude Cowork in your Law Firm

3 June 2026

The Half Year Strategy Review

The Half Year Strategy Review

27 May 2026

Building Wealth Beyond Billable Hours

Building Wealth Beyond Billable Hours

20 May 2026

Escaping the Owner Trap: Why Freedom Creates Revenue (And How to Build It First)

Escaping the Owner Trap: Why Freedom Creates Revenue (And How to Build It First)

2026

Protect Your Google Reviews and Use AI to Hire A-Players Faster

Protect Your Google Reviews and Use AI to Hire A-Players Faster

6 May 2026

The Oxygen of Freedom: Using Roles, KPIs, and the Blank Calendar to Scale Your Law Firm

The Oxygen of Freedom: Using Roles, KPIs, and the Blank Calendar to Scale Your Law Firm

29 April 2026

What Happens When They Don’t? The 24/7 Strategy to 10x Your Law Firms Lead Flow

What Happens When They Don’t? The 24/7 Strategy to 10x Your Law Firms Lead Flow

2026

From Numbers Delusion to Numbers Practicality

From Numbers Delusion to Numbers Practicality

15 April 2026

The Next Generation of AI for Law Firms

The Next Generation of AI for Law Firms

8 April 2026

Post Workshop Session

Post Workshop Session

1 April 2026

Workshop Prep Session - Q1 2026

Workshop Prep Session - Q1 2026

18 March 2026

Review Accelerator Masterclass

Review Accelerator Masterclass

11 March 2026

What Separates the top 10 Law Firms

What Separates the top 10 Law Firms

4 March 2026

Competitive Analysis: Audit, Position, Differentiate and Profit

Competitive Analysis: Audit, Position, Differentiate and Profit

25 February 2026

What to do when things do not go to plan

What to do when things do not go to plan

2026

Rapid Fire Marketing Ideas

Rapid Fire Marketing Ideas

11 February 2026

Building the best law firm ever built in the history of man and humankind

Building the best law firm ever built in the history of man and humankind

4 February 2026

Supercharged Productivity: Unlocking Peak Performance in Your Law Firm

Supercharged Productivity: Unlocking Peak Performance in Your Law Firm

28 January 2026

Vision Week

Vision Week

21 January 2026

Objection Handling for Booking Consults

Objection Handling for Booking Consults

14 January 2026

Bolder, Faster, Better 2026

Bolder, Faster, Better 2026

7 January 2026

Changes in Marketing for 2026!

Changes in Marketing for 2026!

17 December 2025

Q4 Post Workshop Review

Q4 Post Workshop Review

2025

Marketing First Scaling

Marketing First Scaling

26 November 2025

Q4 2025 Workshop Prep Session

Q4 2025 Workshop Prep Session

19 November 2025

Work–Life Freedom

Work–Life Freedom

12 November 2025

The $50K Facebook Post: A Simple Social Media Strategy to Grow Your Law Firm

The $50K Facebook Post: A Simple Social Media Strategy to Grow Your Law Firm

6 November 2025

Nurture or Die: Why Most Law Firms Lose The Case Before It Starts

Nurture or Die: Why Most Law Firms Lose The Case Before It Starts

29 October 2025

How to blend AI and Humans in intake today and into the future

How to blend AI and Humans in intake today and into the future

22 October 2025

Business Management : The Ignorance Tax

Business Management : The Ignorance Tax

15 October 2025

Client Success Chain Tracker

Client Success Chain Tracker

8 October 2025

Q3 Workshop Review

Q3 Workshop Review

1 October 2025

The Law Firm Management System

The Law Firm Management System

17 September 2025

Workshop Prep Session

Workshop Prep Session

10 September 2025

Strategies for Quadrupling Results, Emphasizing Urgency, Calculated Decision-Making, and Compressing Time to Achieve Outcomes

Strategies for Quadrupling Results, Emphasizing Urgency, Calculated Decision-Making, and Compressing Time to Achieve Outcomes

3 September 2025

Client Referrals

Client Referrals

27 August 2025

Intake - Closing 100% of the Prospects That Should Be Working With You

Intake - Closing 100% of the Prospects That Should Be Working With You

20 August 2025

Marketing Messaging: How to Use The Right Words to Get Clients

Marketing Messaging: How to Use The Right Words to Get Clients

13 August 2025

Q & A Session: From Stuck to Scaling - Bill’s No-Fluff Fixes for Law Firm Growth

Q & A Session: From Stuck to Scaling - Bill’s No-Fluff Fixes for Law Firm Growth

2025

Law Firm Referrals

Law Firm Referrals

30 July 2025

Up-Leveling Your Team (without you having to micromanage)

Up-Leveling Your Team (without you having to micromanage)

23 July 2025

Skyrocket Lead Quality & Lead Volume

Skyrocket Lead Quality & Lead Volume

2025

Entrepreneurial Confidence

Entrepreneurial Confidence

9 July 2025

From Planning to Progress - Q2 Post Workshop Review

From Planning to Progress - Q2 Post Workshop Review

2025

Quarterly Workshop Prep: Plan Smarter, Grow Faster

Quarterly Workshop Prep: Plan Smarter, Grow Faster

18 June 2025

How to Feel Good and Stay Productive, Every Day - Bill Hauser

How to Feel Good and Stay Productive, Every Day - Bill Hauser

11 June 2025

Top Financial Challenges CFOs See in Law Firms - John Blank

Top Financial Challenges CFOs See in Law Firms - John Blank

4 June 2025

CEO Reset: Focus & Gap Analysis - Bill Hauser

CEO Reset: Focus & Gap Analysis - Bill Hauser

2025

AI Tools to Supercharge Law Firm Marketing - Andy Stickel

AI Tools to Supercharge Law Firm Marketing - Andy Stickel

21 May 2025

Scale Up Your Social Media - Bill Hauser

Scale Up Your Social Media - Bill Hauser

14 May 2025

The Power of Certainty - Andy Stickel

The Power of Certainty - Andy Stickel

7 May 2025

Shifting Money Beliefs to Unlock Financial Growth - Bill Hauser

Shifting Money Beliefs to Unlock Financial Growth - Bill Hauser

30 April 2025

Turn Client Feedback into Growth & Referrals - Andy Stickel

Turn Client Feedback into Growth & Referrals - Andy Stickel

2025

Profit Power: Mastering Your Law Firm’s Financial Metrics - Bill Hauser

Profit Power: Mastering Your Law Firm’s Financial Metrics - Bill Hauser

16 April 2025

Winning at Intake: Convert More Leads into Clients - Phil Fairley

Winning at Intake: Convert More Leads into Clients - Phil Fairley

9 April 2025

Post-Workshop Action Planning - Frank Lindt & Keith Quattlebaum

Post-Workshop Action Planning - Frank Lindt & Keith Quattlebaum

2025

Strategic Pre-Planning for Q2 Growth - Pieter Scholtz

Strategic Pre-Planning for Q2 Growth - Pieter Scholtz

19 March 2025

Reputation = Revenue: Review Accelerator - Andy Stickel

Reputation = Revenue: Review Accelerator - Andy Stickel

12 March 2025

Building a High-Performing Team - Pieter Scholtz

Building a High-Performing Team - Pieter Scholtz

3 March 2025

Client Feedback Is An Untapped Gold Mine - Andy Stickel

Client Feedback Is An Untapped Gold Mine - Andy Stickel

26 February 2025

Build a Business That Solves Problems Without You - Bill Hauser

Build a Business That Solves Problems Without You - Bill Hauser

19 February 2025

The Formula for Growth: Vision, Strategy & Social Proof - Andy Stickel

The Formula for Growth: Vision, Strategy & Social Proof - Andy Stickel

2025

Being Rich vs. Being Wealthy - Vic Ciuffetelli

Being Rich vs. Being Wealthy - Vic Ciuffetelli

5 February 2025

The Power to Prescribe - Andy Stickel

The Power to Prescribe - Andy Stickel

29 January 2025

Hire A-Players, Grow Revenue - Bill Hauser

Hire A-Players, Grow Revenue - Bill Hauser

22 January 2025

Master Business Principles: Plan, Execute, Grow - Vic Ciuffetelli

Master Business Principles: Plan, Execute, Grow - Vic Ciuffetelli

25 January 2025

Start Strong: Take Bigger Actions - Bill Hauser

Start Strong: Take Bigger Actions - Bill Hauser

8 January 2025

Creating Your 2025 Marketing Plans

Creating Your 2025 Marketing Plans

2024

Accelerating Success - Insights from ‘The Law Firm Growth Accelerator

Accelerating Success - Insights from ‘The Law Firm Growth Accelerator

2024

5 Things To Consider When Planning for 2025

5 Things To Consider When Planning for 2025

2024

5 Things To Consider When Planning for 2025

5 Things To Consider When Planning for 2025

2024

Workshop Prep Session

Workshop Prep Session

10 September 2025

Business Management

Business Management

2024

The 10 Fundamentals of Making More Money from Your Law Firm

The 10 Fundamentals of Making More Money from Your Law Firm

2024

Review Accelerator Masterclass

Review Accelerator Masterclass

2024

Eliminate Nightmare Clients + Quarterly Boulder Check-In

Eliminate Nightmare Clients + Quarterly Boulder Check-In

2024

Automating Time-Intensive Processes with AI to Boost Profit Margins

Automating Time-Intensive Processes with AI to Boost Profit Margins

2024

Post Workshop Review

Post Workshop Review

2024

How to Hire & Manage A-Players So Your Law Firm Runs Itself

How to Hire & Manage A-Players So Your Law Firm Runs Itself

2024

3 Principles of an Entrepreneurial Leader

3 Principles of an Entrepreneurial Leader

2024

How to Apply the 10X Rule in Your Law Firm

How to Apply the 10X Rule in Your Law Firm

2024

How to Win Clients and Inspire Your Team

How to Win Clients and Inspire Your Team

2024

Key Success Principles for Every Business Olympian

Key Success Principles for Every Business Olympian

2024

Creating a Sales Process & Intake Script for Your Law Firm

Creating a Sales Process & Intake Script for Your Law Firm

2024

How to Get Clients to Refer Cases to Your Law Firm

How to Get Clients to Refer Cases to Your Law Firm

2024

The 4 Core Systems That Produce RESULTS in SMB Team's Law Firm Management Model

The 4 Core Systems That Produce RESULTS in SMB Team's Law Firm Management Model

2024

Unlocking the Power of Consistent Client Referrals

Unlocking the Power of Consistent Client Referrals

2024

The Grand Quarterly Plan For Your Law Firm

The Grand Quarterly Plan For Your Law Firm

2024

Finishing Your Q3 Boulders + KPIs

Finishing Your Q3 Boulders + KPIs

2024

The Relentless 13: Building a Dominator Mindset

The Relentless 13: Building a Dominator Mindset

2024

Sales and Intake Mastery: Turning Conversations into Clients

Sales and Intake Mastery: Turning Conversations into Clients

2024

15 Operations Challenges That Hold Law Firms Back

15 Operations Challenges That Hold Law Firms Back

2024

Reviews Equal Money: Increasing Law Firm Revenue Through Social Proof

Reviews Equal Money: Increasing Law Firm Revenue Through Social Proof

2024

Scaling Up Your Revenues to the Next Level

Scaling Up Your Revenues to the Next Level

2024

The Perfect Script to Increase Your Consultation Closing Rates

The Perfect Script to Increase Your Consultation Closing Rates

2024

How to Keep the Main Thing the Main Thing

How to Keep the Main Thing the Main Thing

2024

Developing a Personal Brand

Developing a Personal Brand

2024

Unique Greatness Alignment: How to Optimize Your Work Around Your Gifts, Energy & Happiness

Unique Greatness Alignment: How to Optimize Your Work Around Your Gifts, Energy & Happiness

2024

Essential Marketing Principles That Will Double a Law Firm's Revenue

Essential Marketing Principles That Will Double a Law Firm's Revenue

2024

Q2 Blast Off Plan

Q2 Blast Off Plan

2024

How to Make More Money without Spending More Money

How to Make More Money without Spending More Money

2024

Law Firm Marketing Strategy Master Class

Law Firm Marketing Strategy Master Class

2024

How to Attract, Manage, and Keep A-Players in Your Firm

How to Attract, Manage, and Keep A-Players in Your Firm

2024

Review Accelerator

Review Accelerator

2024

How to Innovate Your Legal Services to Become the Best in Your Market

How to Innovate Your Legal Services to Become the Best in Your Market

2024

No More “Good Enough”: CEO Habits for Breakthrough Growth

No More “Good Enough”: CEO Habits for Breakthrough Growth

2023

Success Principles Behaviors to Make 2024 Your Best Year Ever

Success Principles Behaviors to Make 2024 Your Best Year Ever

2023

Coach Essentials

Weekly Replays

Your Compass Point: Reaching for Your Goals

Your Compass Point: Reaching for Your Goals

2026

Marketing Principles to Outshine the Competition

Marketing Principles to Outshine the Competition

2026

Workshop Review Session Q3 2026

Workshop Review Session Q3 2026

2026

Q3 2026 Workshop Prep Session

Q3 2026 Workshop Prep Session

2026

Intake Excellence: Transforms Leads Into Loyal Clients

Intake Excellence: Transforms Leads Into Loyal Clients

2026

Vivid Vision for Attorneys (September 2026)

Vivid Vision for Attorneys (September 2026)

2026

Essentials Q and A with Frank Lind (August 2026)

Essentials Q and A with Frank Lind (August 2026)

2026

Referral Mastery: Unlock Exponential Growth Without Ads (August 2026)

Referral Mastery: Unlock Exponential Growth Without Ads (August 2026)

2026

Your Business Scorecard (August 2026)

Your Business Scorecard (August 2026)

2026

Finance Mastery For Attorneys

Finance Mastery For Attorneys

2026

Essentials Q and A (July 2026)

Essentials Q and A (July 2026)

29 July 2026

Mindset For Success (July 2026)

Mindset For Success (July 2026)

2026

Kickstart Your Google Review Strategy (July 2026)

Kickstart Your Google Review Strategy (July 2026)

2026

Closing Deals With Confidence - The Perfect Sales Script (July 2026)

Closing Deals With Confidence - The Perfect Sales Script (July 2026)

2026

Workshop Review Session

Workshop Review Session

1 July 2026

Q2 2026 Workshop Prep Session

Q2 2026 Workshop Prep Session

17 June 2026

June 2026 - Essentials Q and A

June 2026 - Essentials Q and A

2026

Building Wealth

Building Wealth

3 June 2026

Business Planning

Business Planning

27 May 2026

Marketing For Attorneys

Marketing For Attorneys

20 May 2026

Essentials Q and A - May 2026

Essentials Q and A - May 2026

2026

Leadership Essentials

Leadership Essentials

7 May 2025

Finance For Attorneys

Finance For Attorneys

29 April 2026

Your Compass Point - Reaching For Your Goals

Your Compass Point - Reaching For Your Goals

22 April 2026

Essentials Q and A Session - Frank Lind

Essentials Q and A Session - Frank Lind

2026

Marketing Principles To Outshine The Competition

Marketing Principles To Outshine The Competition

8 April 2026

Post Workshop Session

Post Workshop Session

1 April 2026

Workshop Prep Session - Q1 2026

Workshop Prep Session - Q1 2026

18 March 2026

Review Accelerator Masterclass

Review Accelerator Masterclass

2026

Vivid Vision for Attorneys

Vivid Vision for Attorneys

4 March 2026

Essentials Q and A - 2

Essentials Q and A - 2

2026

Referral Mastery: Unlock Exponential Growth Without Ads

Referral Mastery: Unlock Exponential Growth Without Ads

18 February 2026

Your Business Scorecard 2

Your Business Scorecard 2

11 February 2026

New Finance Mastery

New Finance Mastery

4 February 2026

Essentials Q and A with Frank Lind

Essentials Q and A with Frank Lind

2026

Mindset For Success

Mindset For Success

21 January 2026

Kickstart Your Google Review Strategy

Kickstart Your Google Review Strategy

14 January 2026

Closing Deals With Confidence - The Perfect Sales Script

Closing Deals With Confidence - The Perfect Sales Script

7 January 2026

Business Planning

Business Planning

17 December 2025

Q4 Post Workshop Review

Q4 Post Workshop Review

2025

Essentials Q&A: Simple Steps to Strengthen Your Firm’s Foundations

Essentials Q&A: Simple Steps to Strengthen Your Firm’s Foundations

2025

Q4 2025 Workshop Prep Session

Q4 2025 Workshop Prep Session

19 November 2025

Marketing for Attorneys: Clients That Convert

Marketing for Attorneys: Clients That Convert

12 November 2025

Leadership Essentials: Master the Habits that Drive Firm Growth

Leadership Essentials: Master the Habits that Drive Firm Growth

5 November 2025

Finance for Attorneys: Know Your Numbers, Grow Your Firm

Finance for Attorneys: Know Your Numbers, Grow Your Firm

29 October 2025

Essentials Growth Q&A

Essentials Growth Q&A

2025

Your Compass Point: How to Stop Spinning and Start Scaling

Your Compass Point: How to Stop Spinning and Start Scaling

15 October 2025

Marketing Principles To Outshine the Competition

Marketing Principles To Outshine the Competition

8 October 2025

Q3 Workshop Review

Q3 Workshop Review

1 October 2025

Intake for Attorneys

Intake for Attorneys

17 September 2025

Workshop Prep Session

Workshop Prep Session

10 September 2025

Vivid Vision For Attorneys.

Vivid Vision For Attorneys.

3 September 2025

Q & A Session

Q & A Session

2025

Leveraging Referrals

Leveraging Referrals

20 August 2025

Your Business Scorecard

Your Business Scorecard

13 August 2025

Finance Mastery

Finance Mastery

6 August 2025

Essentials Q & A.

Essentials Q & A.

2025

Mindset Shifts That Transform Your Law Firm

Mindset Shifts That Transform Your Law Firm

23 July 2025

Closing Deals with Confidence: The Perfect Sales Script

Closing Deals with Confidence: The Perfect Sales Script

16 July 2025

Why Do Google Reviews Matter

Why Do Google Reviews Matter

9 July 2025

Q2 Post Workshop Review - From Planning to Success

Q2 Post Workshop Review - From Planning to Success

2 July 2025

Quarterly Workshop Prep: Plan Smarter, Grow Faster

Quarterly Workshop Prep: Plan Smarter, Grow Faster

18 June 2025

Intake Excellence

Intake Excellence

11 June 2025

Business Planning for Success

Business Planning for Success

4 June 2025

Essentials Q&A

Essentials Q&A

2025

Reaching Your Goals

Reaching Your Goals

21 May 2025

Marketing for Attorneys

Marketing for Attorneys

14 May 2025

Leadership Essentials

Leadership Essentials

7 May 2025

Finance For Attorneys

Finance For Attorneys

30 April 2025

Essentials Q & A

Essentials Q & A

2025

Your Compass Point - Reaching Your Goals

Your Compass Point - Reaching Your Goals

16 April 2025

Essential Marketing Principles

Essential Marketing Principles

9 April 2025

Scaling Starts Now: Implementing Your Phoenix Plan

Scaling Starts Now: Implementing Your Phoenix Plan

3 April 2025

Q1 Phoenix Workshop Preparation Session

Q1 Phoenix Workshop Preparation Session

19 March 2025

Intake Excellence: Transform Leads Into Loyal Clients

Intake Excellence: Transform Leads Into Loyal Clients

12 March 2025

Vivid Vision For Attorneys

Vivid Vision For Attorneys

5 March 2025

Essentials Q & A Session

Essentials Q & A Session

2025

Leverage Referrals for Exponential Growth

Leverage Referrals for Exponential Growth

19 February 2025

Business Scorecard for Success

Business Scorecard for Success

12 February 2025

Finance 101 for Attorneys

Finance 101 for Attorneys

5 FEBRUARY 2025

Essentials Q&A Session

Essentials Q&A Session

2025

Mindset for Success

Mindset for Success

22 January 2025

2x Revenue with Google Reviews

2x Revenue with Google Reviews

15 January 2025

Intake for Attorneys - Closing Deals with Confidence

Intake for Attorneys - Closing Deals with Confidence

8 January 2025

Eagle | Master Circle

Bi-Weekly Meeting

The Ownership Advantage

The Ownership Advantage

2026

Headwinds and Hardwired Growth — How Elite Firms Thrive When the Economy Does Not

Headwinds and Hardwired Growth — How Elite Firms Thrive When the Economy Does Not

2026

Delegating Authority to Scale Firm Growth

Delegating Authority to Scale Firm Growth

2026

Strategic Talent Planning

Strategic Talent Planning

18 June 2026

Engineering the Four Seasons Client Experience RoadMap

Engineering the Four Seasons Client Experience RoadMap

21 May 2026

Strategies for Cash Flow and Profit Acceleration

Strategies for Cash Flow and Profit Acceleration

16 April 2026

The Lawyer Legacy Staircase Audit

The Lawyer Legacy Staircase Audit

19 March 2026

The 8 components essential for growth and systemization in a business.

The 8 components essential for growth and systemization in a business.

19 February 2026

Strategy Execution - Emphasizing execution as a critical discipline for business success, not an afterthought.

Strategy Execution - Emphasizing execution as a critical discipline for business success, not an afterthought.

15 January 2026

Reviewing Your Plan

Reviewing Your Plan

18 December 2025

10X is easier than 2X

10X is easier than 2X

20 November 2025

The Power of Habit

The Power of Habit

28 October 2025

A-Grade Players: Leveraging People to Scale

A-Grade Players: Leveraging People to Scale

16 September 2025

Put Your Vivid Vision To The Test

Put Your Vivid Vision To The Test

21 August 2025

Reviewing Your Plan – Power Moves for the Second Half of Your Business Year

Reviewing Your Plan – Power Moves for the Second Half of Your Business Year

Date: 17 July 2025

How the Best Leaders Make Everyone Smarter

How the Best Leaders Make Everyone Smarter

18 June 2025

Leadership: Modelling Responsibility / Driving accountability

Leadership: Modelling Responsibility / Driving accountability

15 May 2025

Making the Leap from Good to Great

Making the Leap from Good to Great

2025

A CEO Should Never Delegates

A CEO Should Never Delegates

2025

Leadership Shifts for Future Success

Leadership Shifts for Future Success

2025

Leadership Reflections

Leadership Reflections

2025

Scaling Up - 10X

Scaling Up - 10X

2024

Power of Focus

Power of Focus

2024

The Discipline of Execution

The Discipline of Execution

2024

Reviewing the Plan

Reviewing the Plan

2024

Creating Business Value

Creating Business Value

2024

Strategic Growth

Strategic Growth

2024

The Big 8

The Big 8

2024

5 Core Disciplines of Thinking

5 Core Disciplines of Thinking

2024

Scaling Your Law Firm

Scaling Your Law Firm

2024

7 Levers of Profitability & Cash Flow

7 Levers of Profitability & Cash Flow

2024

The 8 Components of Growth and Systemization (Part 2)

The 8 Components of Growth and Systemization (Part 2)

2024

The 8 Components of Growth and Systemization (Part 1)

The 8 Components of Growth and Systemization (Part 1)

2024

Falcon | Master Circle

Bi-Weekly Meeting

The Ownership Advantage

The Ownership Advantage

2026

Headwinds and Hardwired Growth — How Elite Firms Thrive When the Economy Does Not

Headwinds and Hardwired Growth — How Elite Firms Thrive When the Economy Does Not

2026

Delegating Authority to Scale Firm Growth

Delegating Authority to Scale Firm Growth

28 July 2026

Strategic Talent Planning

Strategic Talent Planning

23 June 2026

Engineering the Four Seasons Client Experience RoadMap

Engineering the Four Seasons Client Experience RoadMap

26 May 2026

Strategies for Cash Flow and Profit Acceleration

Strategies for Cash Flow and Profit Acceleration

29 April 2026

The Lawyer Legacy Staircase Audit

The Lawyer Legacy Staircase Audit

24 March 2026

The 8 components essential for growth and systemization in a business.

The 8 components essential for growth and systemization in a business.

24 February 2026

Strategy Execution

Strategy Execution

27 January 2026

Reviewing Your Plan

Reviewing Your Plan

6 January 2026

10X is easier than 2X

10X is easier than 2X

20 November 2025

The Power of Habit

The Power of Habit

28 October 2025

A-Grade Players: Leveraging People to Scale

A-Grade Players: Leveraging People to Scale

23 September 2025

Put Your Vivid Vision To The Test

Put Your Vivid Vision To The Test

26 August 2025

Reviewing Your Plan – Power Moves for the Second Half of Your Business Year

Reviewing Your Plan – Power Moves for the Second Half of Your Business Year

22 July 2025

How the Best Leaders Make Everyone Smarter

How the Best Leaders Make Everyone Smarter

18 June 2025

Leadership: Modelling Responsibility / Driving accountability

Leadership: Modelling Responsibility / Driving accountability

27 May 2025

Making the Leap from Good to Great

Making the Leap from Good to Great

22 April 2025

A CEO Should Never Delegate

A CEO Should Never Delegate

25 March 2025

Leadership Shifts for Future Success

Leadership Shifts for Future Success

25 February 2025

Leadership Reflections

Leadership Reflections

28 January 2025

Scaling Up - 10X

Scaling Up - 10X

2024

Power of Focus

Power of Focus

2024

The Discipline of Execution

The Discipline of Execution

2024

Reviewing the Plan

Reviewing the Plan

2024

Team Optimization

Team Optimization

2024

Strategic Growth

Strategic Growth

2024

KPIs for Strategic Growth

KPIs for Strategic Growth

2024

7 Levers of Profitability & Cash Flow

7 Levers of Profitability & Cash Flow

2024

The Leader’s Operating System

The Leader’s Operating System

2024

Turning Intake Into a Profit Center

Turning Intake Into a Profit Center

2024

From Cash Flow to Capital Value

From Cash Flow to Capital Value

2024

FCFO

Monthly Workshop

Beyond Financials: Key Performance Indicators Every Law Firm Should Track (September 2026)

Beyond Financials: Key Performance Indicators Every Law Firm Should Track (September 2026)

2026

Beyond Financials: Key Performance Indicators Every Law Firm Should Track

Beyond Financials: Key Performance Indicators Every Law Firm Should Track

2026

Building the Right Financial Foundation: Why Your Chart of Accounts Matters

Building the Right Financial Foundation: Why Your Chart of Accounts Matters

21 July 2026

Making Your Case: Turning Your KPIs Into Operating Discipline

Making Your Case: Turning Your KPIs Into Operating Discipline

16 June 2026

The Financial Cross-Examination: What Your Financials Should Be Telling You

The Financial Cross-Examination: What Your Financials Should Be Telling You

19 May 2026

From Revenue to Cash: How High-Performing Firms Convert Work Into Consistent Cash Flow and Margin

From Revenue to Cash: How High-Performing Firms Convert Work Into Consistent Cash Flow and Margin

21 April 2026

Profit Accountability Through Effective Productivity and Utilization Metrics.

Profit Accountability Through Effective Productivity and Utilization Metrics.

17 February 2026

The Law Firm Financial Engine Inspection: How to Diagnose, Tune, and Future-Proof Your Firms Financial Performance

The Law Firm Financial Engine Inspection: How to Diagnose, Tune, and Future-Proof Your Firms Financial Performance

2026

Using Scenario Analysis to Scale Your Firm

Using Scenario Analysis to Scale Your Firm

16 December 2025

Cash Flow Mastery for Law Firms: From Cash Chaos to Cash Confidence.

Cash Flow Mastery for Law Firms: From Cash Chaos to Cash Confidence.

18 November 2025

Budgeting and Forecasting for Law Firms: Building a Realistic, Actionable Financial Plan

Budgeting and Forecasting for Law Firms: Building a Realistic, Actionable Financial Plan

2025

Financial Health Indicators

Financial Health Indicators

16 September 2025

Lean Legal: Reducing Overhead Without Compromising Quality

Lean Legal: Reducing Overhead Without Compromising Quality

19 August 2025

Stop the bleeding: 5 Ways Law Firms Waste Money and How to Fix Them

Stop the bleeding: 5 Ways Law Firms Waste Money and How to Fix Them

15 July 2025

Determining Law Firm Employee Productivity

Determining Law Firm Employee Productivity

17 June 2025

Strategies for Law Firm Accounts Receivable

Strategies for Law Firm Accounts Receivable

20 May 2025

Knowing your Numbers - Review

Knowing your Numbers - Review

15 April 2025

Succession Planning for Law Firms

Succession Planning for Law Firms

18 February 2025

Knowing your Numbers: Team Capacity

Knowing your Numbers: Team Capacity

28 January 2025

Compensation: To Attract and Keep Top Talent

Compensation: To Attract and Keep Top Talent

2024

Why Cash Flow Matters For Law Firms

Why Cash Flow Matters For Law Firms

2024

Cash vs. Accrual Accounting?

Cash vs. Accrual Accounting?

2024

Essential Considerations for Law Firm Financial Success - Pt. 2

Essential Considerations for Law Firm Financial Success - Pt. 2

2024

Essential Considerations for Law Firm Financial Success - Pt. 1

Essential Considerations for Law Firm Financial Success - Pt. 1

2024

Managing Accounts Receivable for Law Firms

Managing Accounts Receivable for Law Firms

2024

Keeping Your Team Hungry: Improving Incentive Compensation

Keeping Your Team Hungry: Improving Incentive Compensation

2024

Next Steps in the FCFO Journey: Utilizing Your FCFO in the Longterm

Next Steps in the FCFO Journey: Utilizing Your FCFO in the Longterm

2024

How to Know When to Hire a New Employee

How to Know When to Hire a New Employee

2024

Intake | Sales Mastermind

Team Replay

Follow-Up Fortress: How to Win the No-Shows

Follow-Up Fortress: How to Win the No-Shows

2026

Handling Objections Like a $10M Closer

Handling Objections Like a $10M Closer

2026

Speed-to-Lead Systems That Do Not Break

Speed-to-Lead Systems That Do Not Break

2026

Onboarding and Training Closers Who Convert

Onboarding and Training Closers Who Convert

2026

How to Build a Sales-Focused Intake Team

How to Build a Sales-Focused Intake Team

9 June 2026

How to Build a Sales-Focused Intake Team

How to Build a Sales-Focused Intake Team

12 May 2026

Coaching Your Intake Team Without Burning Out

Coaching Your Intake Team Without Burning Out

14 April 2026

The $1M+ Intake Script: What to Say and When

The $1M+ Intake Script: What to Say and When

10 March 2026

Sales KPIs For Law Firm CEOs

Sales KPIs For Law Firm CEOs

10 February 2026

2026: The Year Your Sales Engine Determines Your Entire Future Value

2026: The Year Your Sales Engine Determines Your Entire Future Value

13 January 2026

8 Pillars of High Conversion Intake Systems

8 Pillars of High Conversion Intake Systems

9 December 2025

2026 Starts Now: The Intake Pro’s Playbook

2026 Starts Now: The Intake Pro’s Playbook

11 November 2025

Intake Excellence

Intake Excellence

15 October 2025

Radical Candor

Radical Candor

9 September 2025

Proactive Management Based on Data

Proactive Management Based on Data

12 August 2025

Jumpstart Your Income, Your Life, Your Success (Part 2)

Jumpstart Your Income, Your Life, Your Success (Part 2)

8 July 2025

Jumpstart Your Income, Your Life, Your Success (Part 1)

Jumpstart Your Income, Your Life, Your Success (Part 1)

10 June 2025

Mindset - How We Can Learn To Fulfil Our Potential

Mindset - How We Can Learn To Fulfil Our Potential

13 May 2025

Managing Your Calendar Like Its Your Bank Account

Managing Your Calendar Like Its Your Bank Account

8 April 2025

The Money Is In The Follow Up

The Money Is In The Follow Up

11 March 2025

Sales Process and Sales Flow

Sales Process and Sales Flow

11 February 2025

Becoming a Key Person of Influence In Your Industry

Becoming a Key Person of Influence In Your Industry

12 November 2024

Creating an Intake Script for Your Law Firm

Creating an Intake Script for Your Law Firm

14 August 2024

One Call Closing

One Call Closing

21 May 2024

The Blueprint for Predictable Closings: Write It, Follow It, Win It

The Blueprint for Predictable Closings: Write It, Follow It, Win It

16 April 2024

Marketing Mastermind

Team Replay

Organic Social Media for Law Firm Owners

Organic Social Media for Law Firm Owners

2026

PAID ADS: THE FULL CHANNEL PLAYBOOK!

PAID ADS: THE FULL CHANNEL PLAYBOOK!

2026

Fill the Room, Sign the Cases: The Law Firm Event Playbook

Fill the Room, Sign the Cases: The Law Firm Event Playbook

21 July 2026

Create Authentic, Effective, and Consistent content without the Stress

Create Authentic, Effective, and Consistent content without the Stress

16 June 2026

Turning Interested Prospects Into Retained Clients Through Email Nurturing

Turning Interested Prospects Into Retained Clients Through Email Nurturing

19 May 2026

Your Offer is Your Strategy

Your Offer is Your Strategy

21 April 2026

The Full-Funnel Law Firm - Why Your Current Marketing is Leaking Revenue (and How to Plug the Holes)

The Full-Funnel Law Firm - Why Your Current Marketing is Leaking Revenue (and How to Plug the Holes)

2026

Its The Zero-Click Content Engine

Its The Zero-Click Content Engine

2026

The Hidden Conversion Killer: Inconsistency How to align ads, website, and intake so prospects say “yes.”

The Hidden Conversion Killer: Inconsistency How to align ads, website, and intake so prospects say “yes.”

20 January 2026

Digital Discovery: Audit Competitors

Digital Discovery: Audit Competitors

16 December 2025

Creative that Converts

Creative that Converts

18 November 2025

From Clicks to Command: Positioning Your Firm to Escape the Price War

From Clicks to Command: Positioning Your Firm to Escape the Price War

21 October 2025

The Quarterly Marketing Playbook: Plan, Publish, Measure, Improve

The Quarterly Marketing Playbook: Plan, Publish, Measure, Improve

16 September 2025

Full-Funnel Ad Strategy for Law Firms

Full-Funnel Ad Strategy for Law Firms

25 August 2025

Turn Your Marketing Data Into Clients

Turn Your Marketing Data Into Clients

15 July 2025

Fix Your Funnel: Build a Full-Funnel Growth Engine That Converts

Fix Your Funnel: Build a Full-Funnel Growth Engine That Converts

17 June 2025

How to Align Marketing & Intake to Drive Revenue, Not Just Leads

How to Align Marketing & Intake to Drive Revenue, Not Just Leads

2025

Crush Your Q2 Marketing Goals

Crush Your Q2 Marketing Goals

15 April 2025

Marketing at the Speed of AI: Automate, Scale, and Win

Marketing at the Speed of AI: Automate, Scale, and Win

18 March 2025

Scalable Systems - More Leads and Cases

Scalable Systems - More Leads and Cases

18 February 2025

Marketing - Annual Planning

Marketing - Annual Planning

14 January 2025

Leverage Partnerships to Generate Leads

Leverage Partnerships to Generate Leads

8 October 2024

Creating Meaningful Video Content

Creating Meaningful Video Content

2024

Concept to Attribution and ROI Analysis

Concept to Attribution and ROI Analysis

4 June 2024

The Importance of Distinction

The Importance of Distinction

[CHAPTER 7 May 2024]

Strategic Marketing Plan

Strategic Marketing Plan

2 April 2024

Operation Mastermind

Team Replay

Capacity Modelling

Capacity Modelling

2026

The Operational Technology Stack

The Operational Technology Stack

2026

Systems That Scale: Documenting the 20% That Drives 80% of Results

Systems That Scale: Documenting the 20% That Drives 80% of Results

28 July 2026

Culture by Design, Not by Default: The COO as Culture Architect

Culture by Design, Not by Default: The COO as Culture Architect

23 June 2026

Scorecards and One-on-Ones: Converting Strategy into Individual Accountability.

Scorecards and One-on-Ones: Converting Strategy into Individual Accountability.

26 May 2026

Building the Financial Cockpit The COO Financial Literacy Toolkit

Building the Financial Cockpit The COO Financial Literacy Toolkit

2026

Quarterly recap working on Boulders and KPIs

Quarterly recap working on Boulders and KPIs

2026

Rootcause vs. Symptoms

Rootcause vs. Symptoms

24 February 2026

Driver Models – Reviewing Your Core Inputs and Showing the Impact of Those Drivers

Driver Models – Reviewing Your Core Inputs and Showing the Impact of Those Drivers

27 January 2026

The End of Year COO Checklist

The End of Year COO Checklist

23 December 2025

Executive Level Decision Making

Executive Level Decision Making

25 November 2025

Managing Up: How Operations Leaders Influence, Align, and Drive Results

Managing Up: How Operations Leaders Influence, Align, and Drive Results

28 October 2025

Managing in All Directions: The COO’s Playbook for Law Firms

Managing in All Directions: The COO’s Playbook for Law Firms

26 August 2025

Effective Meetings: For You & Your Team

Effective Meetings: For You & Your Team

2025

CEO's role in Sales and Marketing

CEO's role in Sales and Marketing

2025

Accountability by Design: Systems, Culture & Feedback That Drive Results

Accountability by Design: Systems, Culture & Feedback That Drive Results

2025

When to implement Technology into your Operations

When to implement Technology into your Operations

22 April 2025

Recruiting and finding A-Players

Recruiting and finding A-Players

2025

Mastering Execution: How to Ensure Effective Execution in Your Firm

Mastering Execution: How to Ensure Effective Execution in Your Firm

25 February 2025

Prepare for 2025: review end-of-year checklist items and discuss potential new SMB Team services.

Prepare for 2025: review end-of-year checklist items and discuss potential new SMB Team services.

2024

Build Your Recruitment System

Build Your Recruitment System

10 September 2024

Beyond the P&L: Spotting the Levers that Fuel Growth

Beyond the P&L: Spotting the Levers that Fuel Growth

2024

Mid-Quarter Reset: Keep Priorities, KPIs & Teams Aligned

Mid-Quarter Reset: Keep Priorities, KPIs & Teams Aligned

2024

The Pyramid Principle: Communicate with Clarity & Impact

The Pyramid Principle: Communicate with Clarity & Impact

2024

All Departments Masterminds

Team Replay

Conversational Sales

Conversational Sales

2024

Consistency of Performance

Consistency of Performance

2024

AI Workshop Pro

Plain Language Rewriter and Custom Skill Creation

Plain Language Rewriter and Custom Skill Creation

2026

MyCase and Calendar Sync Integration

MyCase and Calendar Sync Integration

2026

Clio Intake Demo, Shared Mailboxes and PDF Handling

Clio Intake Demo, Shared Mailboxes and PDF Handling

2026

AI Workforce Pro Sync: AI Case Management Dashboards and Custom Skills

AI Workforce Pro Sync: AI Case Management Dashboards and Custom Skills

2026

AI Workforce Pro Sync: Integrations Fix and Skill Automation Breakdown

AI Workforce Pro Sync: Integrations Fix and Skill Automation Breakdown

2026

AI Workforce Pro Sync: Smokeball and Box Live, Clio Billing Demo and Roadmap

AI Workforce Pro Sync: Smokeball and Box Live, Clio Billing Demo and Roadmap

2026

AI Workforce Pro Sync: Second Opinion Tool, Interactive Dashboards and Memory vs. Skills

AI Workforce Pro Sync: Second Opinion Tool, Interactive Dashboards and Memory vs. Skills

2026

AI Workforce Pro Sync: Claude Opus Rollout, Targeted Drive Access and Roadmap

AI Workforce Pro Sync: Claude Opus Rollout, Targeted Drive Access and Roadmap

2026

AI Workforce Pro Sync: MyCase Integration, Security and Roadmap Updates

AI Workforce Pro Sync: MyCase Integration, Security and Roadmap Updates

2026

AI Workforce Pro - 2

AI Workforce Pro - 2

2026

AI Workforce Pro

AI Workforce Pro

2 July 2026

Loops and Goals AI Framework

Loops and Goals AI Framework

2026

AI Workforce Pro Implementation Calls

AI Workforce Pro Implementation Calls

4 June 2026

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