A LAW PRACTICE YOU LOVE.
FOR FAMILIES & BUSINESSES.
Be the go-to relational lawyer for small business owners in your community
Imagine being empowered—and having the support and training you need—to transform your law practice into one that allows you to leverage your law degree for better client service by providing high-level service to families and business owners.
The LIFTed Business Advisor Program is your first step in this transformational journey.
BECOME A SECRET WEAPON FOR ANY SMALL BUSINESS OWNER
Big companies employ in-house counsel to identify missed opportunities, evaluate the health of the business, and create plans to mitigate risks and build on opportunities.
While small business owners may not be able to hire in-house general counselors…
They still need that same level of support from a trusted advisor who seeks to understand their values, goals, desires...
They need you.
Introducing The LIFTed Business Advisor Program
A program designed to support Personal Family Lawyers who want to serve small business owners in a strategic, holistic, and long term relational manner.
The LIFTed Business Advisor Program will help you move away from being:
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Tied to the billable hour
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Trapped by an impossible schedule
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Relegated to soulless one-off transactions netting you lower fees (and an even lower morale)
The LIFTed Business Advisor Program will help you:
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Become a lifelong, trusted strategic business advisor
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Serve more clients in an on-going relational way
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Grow and adapt your services and fees to meet the growth stages and needs of business owner clients
This Is For You If You...
- Have a desire to help bring business owners' visions come to life
- Believe in the power of the Personal Family Lawyer model, and how relational law can empower business owners
- Have previous experience serving business owners or you're willing to commit to learning how
- Are ready to implement business planning into your firm
If all of the above are true...
It makes sense to apply to join the LIFTed Business Advisor Planning Program immediately!
What's Included:
We help you lay the foundation of knowledge and law practice systems for attracting, engaging and servicing business owner clients in a predictable and profitable way.
In the LIFTed Business Advisor Program, you'll gain access to:
Time-saving Done-For-You Marketing Resources
- Weekly ready-to-publish articles to attract, grow, educate, nurture, and help turn leads into clients and re-engage past clients
- Weekly Social Media graphic templates and copy+paste captions to build brand awareness, online authority, and educate your community
- Community educating presentations that convert (Don’t reinvent the wheel - we supply lawyer-tested presentations, slide decks, notes, and event promotion resources
- DFY Fee Schedule and engagement agreements to make sure you're getting paid what you're worth
Live group coaching and guidance from our expert Lawyer Mentors
You will benefit greatly from the expert guidance of our Law Mentors, a team of Personal Family Lawyer® firm owners who have been where you are now and can guide you in your journey.
You can ask technical legal questions and get feedback from our Law Mentors on live group coaching calls and in our member Forum.
BONUS: LIFTed Business Advisor Curriculum
Learn to atract and engage small business owners at any stage of their journey.
Whether you have little-to-no background in serving business owners or you’ve been serving them for years, you’ll learn to attract, engage, and serve business owner clients with a host of holistic service options:
- Module 1: The Path to Becoming a LIFTed Business Advisor Embark on a transformative journey. Shift your mindset to deliver exceptional value.
- Module 2: Legal Foundations for Advisors Master essential legal business foundations for your clients
- Module 3: The Path To Serving Business Clients Understand the client journey via the 3 Phases of business ownership from startup to exit.
- Module 4: Mastering Client Engagement Uncover the art of the LIFT Business Breakthrough Session to engage new clients.
- Module 5: Strategic Pricing & Packaging Learn strategic pricing and packaging models, incorporate experts' fees, and create tailored service packages.
- Module 6: Attract Business Clients for Life Learn to attract, educate, and engage clients using our done-for-you marketing materials and presentations.
Meet Your Team of Experts
Meet a few of our NLBM experts representing our NLBM Lawyers and Coaches at large. Every day we enjoy working with lawyers just like you who want to build a law practice—and life—they love. One of our most noteworthy program benefits is the fact that our supportive team of experts are your supportive team of experts.
Ali Katz
CEO & Founder
Ali thrives on empowering other lawyers to build the law practices—and lives—they’ve always envisioned. Over the past decade and a half, she has overseen the training of more than 3,030 lawyers in the New Law Business Model program.
Denise Gosnell
Law Business Mentor
Denise Gosnell uses the LIFTed Model to serve 10 private clients at $5k/mo each generating $600k/year in just 10-15 hours per week. She's also a registered patent attorney with a unique blend of talents in technology, publishing, and law and the author of several books.
AJ YOLOFSKY
Law Business Mentor
AJ Yolofsky is a Personal Family Lawyer, entrepreneur, and former Marine. He helps entrepreneurs, professionals, and business owners protect their wealth and legacies. He also volunteers his time and resources to charitable organizations and seeks to make a positive impact on the world around him.
MEMBER SPOTLIGHT
How Personal Family Lawyer Todd Jarvis never looked back when he left the traditional law practice model behind, embracing the opportunity to serve families and businesses at a higher level.
"I didn’t want to bill hourly anymore and I wanted to have long term relationships with the business owners and families that I worked with – no more one-shots. LIFTed Business Advisor Program was the answer
– I didn’t have to create the model, it already existed and came with a full support network and mentors."
-Todd Jarvis, Personal Family Lawyer with a strategic business focus
You Might Be Wondering...
While no previous business experience is required, prior experience is helpful.
What you DO need is to have a strong desire to express the heart of a Personal Family Lawyer through serving business owners at various stages in their journey.
That said, as a BONUS, you'll gain access to our legal business foundations training included in the LIFTed Business Advisor curriculum, which teaches the business law essentials you need to start serving small business owners right away.
As a prerequisite to joining you are required to complete the LIFT For Lawyers Bonus Program that is included in your PFL membership. This foundational knowledge is required, as it is the basis of how you'll serve business owner clients.
If you feel like you want more experience owning a business first, then we recommend focusing on establishing and gaining experience in your Personal Family Lawyer firm before you apply to join the LIFTed Business Advisor Program.
You should already have a solid grasp on serving clients as a Personal Family Lawyer using our 3-Meeting Client Engagement System.
You will also be required to complete the LIFT For Lawyers Bonus program, as knowledge of and implementation of LIFT foundations in your business is essential in order to serve business owner clients as a LIFTed Business Advisor.
Then you're going to love:
- Our strategic pricing and packaging models for recurring revenue
- Our DFY marketing resources and presentations
- The community of supportive lawyers and coaches
- Our relational business model for creating a practice that reignites your passion for your practice
You can still apply, but the program is designed from the perspective that you are already experienced at engaging clients regularly with the PFL 3-Meeting Client Engagement System. You also need to have gone through the LIFT For Lawyers bonus program and should have set up LIFT foundations for your firm.
We also recommend that you ONLY apply if one or both of the following are true for you:
- You're serious about helping business owners creatively and strategically bring their vision to life
- You believe in the power of Estate Planning, and also feel that you have more creative or strategic wisdom to offer a business owner around the current and future state of their business than what you currently offer
Not just any lawyer! Only a Personal Family Lawyer can apply to join, as Life & Legacy Planning is foundational to being able to serve small business owners in a holistic way.
This program provides you with a new way to serve and add additional value to the EP clients you serve that have businesses (and as a result, significantly increase your revenue potential while increasing the potential value and overall security of your client's business).
That said, the LIFTed Business Advisor Program teaches you how to work with a network of LIFT professionals so you can work as a business consultant. You choose whether or not to specialize in and do any of the legal, insurance, financial, or tax work or to leverage LIFT professionals to do the work in your consulting.
Here's What Our Personal Family Lawyers Are Saying
From Burned Out to Excited:
Before NLBM I was burned out and thinking of leaving the law completely to become a life coach.
Now, I love my law firm and my law practice. My clients are wonderful to work with and super grateful. I feel like I am making a difference, and have better work-life balance.
I feel confident and excited about what the future holds, which wouldn't have been possible without NLBM.
Proud Father and Firm Owner:
I’m in charge of my schedule. I'm at my kids' school many days, and I get to participate in all their activities…and with the NLBM way of doing estate planning, I know I'm an integral part of the solution for many wonderful families.
I had a 100% increase in revenue in the first year, and I am building a practice I love and am proud of.
MARC-GARLETT
A 6-Figure Practice In His First Year:
I was a commercial litigator for 12 years... I had made other firms plenty of money, but this time I was going to invest in myself. I'm in my 3rd year of (my corporate and estate planning) practice. I've never been happier with the practice.
I'm a stronger advisor to my clients. Importantly, I created a 6 figure practice in year one...because of the NLBM skills.
AJ YOLOFSKY
You’ve just signed up for the LIFTed Business Advisor Program. What happens now?
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Connect with our team who will give you program access
You’ll gain access to our program materials plus receive a welcome call from our team within 24 (business) hours.
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Meet one-to-one with your Law Business Success Coach
You can schedule your first one-to-one meeting right away with your Law Business Success Coach.
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Receive ongoing access to the full membership program
We give you one-to-one coaching and continued support and resources like complete designs for your website, built-for-you marketing funnels, and pre-written content for attracting and serving families.
Talk to a Law Business Advisor
Do you have some questions, or just want to talk a little bit about moving to the next level in the NLBM program?
Our Law Business Advisors are ready, willing, and able to help you get the information you need.
LET’S CHATFull Strategic Business Curriculum and Training
Personalized training on how to design—or redesign—law practice foundational elements for optimum client engagement and service.
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