Prior to joining NLBM, I was doing a lot of real estate closings and a little bit of estate planning. Real Estate was such a big part of my income that I was afraid to let it go. When I learned about NLBM and the coaching they provide, I realized I could have a much better lifestyle by focusing solely on estate planning, the NLBM way.
Because I already had a background in estate planning, the transition was very smooth. With coaching, I quickly implemented the necessary systems to allow myself greater flexibility in work hours. Since then, I work fewer hours, with a smaller staff and lower overhead expenses, and my income has steadily increased.
I already liked estate planning, but I absolutely love what I do now. My time in the office is structured and efficient in a way it never was before. I have the freedom to see clients only three days a week, I am able to take multiple vacations throughout the year without my business missing a beat, and the services we provide are unparalleled in our community. All thanks to the guidance and resources from NLBM.
During Your Call, You’ll Receive the Following:
Clarity on what’s possible when you serve families and business owners with “Next Level Estate Planning”;
Certainty if it’s the right practice model to help you reach your personal and professional goals;
How quickly you can learn our systems, and begin seeing clients who are happy to pay $3,000–$5,000 per plan;
The exact steps – a personalized roadmap – for you to create a thriving practice based on your unique situation, plus the cost and time of training;
Answers to any questions you may have