$1,667.00 USD
12 monthly payments
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Become A Renegade Attorney
What you'll get:
Renegade Attorney:
Adapted from my "System of Systems," the Renegade Advisor Program, Renegade Attorney will provide you with everything you need to launch your Wealth Planning and Coaching Department in 90 days. These systems include Metrics, Profitability, Marketing, Selling, Automation, Client Retention, and Family Office management. I use them every day in my own wealth planning firm.
Renegade Marketing:
A turn-key marketing system that includes the book ‘The Reluctant Advisor’ and all the necessary materials to host a client workshop for your existing legal clients. My team will assist you with writing the introduction to your own version of ‘The Reluctant Advisor.’ We will also provide you with all the necessary materials to promote your new division to your current clients. This includes both seminar and webinar materials.
All the other materials to complete your own Shock & Awe kit:
Four-page sales letter.
Four-page magazine-style brochure that highlights your practice.
2-Minute graphical video called The Ticking Tax Time Bomb, customized for you. This can be either pressed into a DVD or delivered via email.
And more.
Full Backroom Planning & Support
to write financial plans if you don't wish to do it yourself. We'll not only write the plans for you, we'll arrange a video call to review the analysis with your client and you.
Continuous guidance around compliance, getting set up with TAMPs, licensing, and everything else administrative.