Strategic Business Advisor Upgrade

STRATEGIC BUSINESS
ADVISOR UPGRADE

A Law Practice You Love.
For Families & Businesses.

You can leverage your law degree for better client service. You want to provide high-level service to families and business owners. Imagine being empowered—and having the support and training you need—to transform your law practice into one that allows you to do just that. Help your clients. The Strategic Business Advisor Upgrade is your first step in this transformational journey.


GET STARTED

The traditional law practice model is broken.

The New Law Business Model has the “fix” that’s not so much “quick” as it is a better way to serve families and small businesses. The NLBM program will help you move away from being tied to the billable hour trapped by an impossible schedule, and often being relegated to soulless one-off transactions netting you lower fees resulting in an even lower morale.

You’re not the only unhappy lawyer.Are you tired of being tied to the billable hour? Exhausted by the long hours that don’t energize you, but rather demoralize you? Feeling so time-poor you can’t serve your clients the way you want? We get it. We can help. To begin with, we’ll train and support you in these areas.

MARKETING STRATEGIES

PRACTICE DESIGN

GROUP COACHING

CLIENT ENGAGEMENT

SYSTEMATIZED SERVICES

SUPPORT COMMUNITY

REVENUE MODEL

MINDSET GROWTH

TIME BLOCKING

Throw the traditional law practice model
out the window.

You’ve just signed up for Strategic Business Advisor Upgrade. What happens now?

1

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.

2

Meet one-to-one with a Member Success Coordinator

Your orientation scheduling link allows you to book one-to-one time right away with a Member Success Coordinator who will talk about your next steps.

3

Receive an “Old School” mailed welcome package

It’s true. You read that right. Via the U.S. mail you’ll receive a welcome package that includes numerous goodies like client engagement scripts and a copy of our book, Wear Clean Underwear, a sample attorney meeting folder, and a prospective client folder.

The Strategic Business Advisor
Upgrade “Quick Start” Includes
Full Strategic Business Upgrade Curriculum and Training

Personalized training on how to design—or redesign—law practice foundational elements for optimum client engagement and service. Additional complete Strategic Business Advisor Upgrade training specific to serving business owner clients.

Group Coaching Consultations

180-day access to coaching about building your law practice. You’ll receive frequent invitations to participate in live coaching calls on additional topics that will help you serve both families and business owners. As a bonus, we include one call specifically designated for your law practice team members.

Mobile-Accessible Knowledge Library

Your 3-year access to our Knowledge Repository allows you to listen and learn on the go. You’ll find a treasure trove of materials here, which includes archived coaching calls, video “best of” snippets from calls, and mobile-accessible podcast episodes.

One-to-One Mentor Calls

Your 180-day access offers you six (6) one-to-one coaching sessions with our expert estate planning attorney mentors. These NLBM-trained lawyers share their law practice and business experience with you. Additional support is offered in the form of a community of business planning mentors who guide you through the more technical aspects of the program.

Group Accountability Coaching and Support

Your 180-day access offers you ongoing coaching and accountability through regular group office hours. Additional support is provided through personal outreaches that ensure you’re on track, and getting the help you need.

Exclusive Lawyer Community

180-day access to a knowledgeable online community of lawyers with peer support through our private NLBM Member Social Media Marketing Support & Collaboration Facebook Group. This is where lawyers just like you share best practices and feedback with each other in a supportive environment.

Members-Only Forum

Your 180-day exclusive access gives you the opportunity to communicate with Member Lawyers, Lawyer Mentors, and NLBM team members in real-time. Additional forums include how to attract and serve small business owner clients.

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 CHAT

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

 

Bonnie Faucett

Director of Product

 


Allison Osborn
Director of Member Success
& Lead Coach

Rod Williams

Law Business Success Coach

 

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.

Bonnie ran a highly successful law firm the NLBM way, and now is the Director of Product for New Law Business Model. Her specialty is helping Personal Family Lawyers with the technology platforms needed to automate the NLBM practice systems.

Allison has spent the last 15 years immersing herself in the world of coaching, personal growth, and entrepreneurship. In her current role at NLBM she works closely with both our NLBM Member Lawyers and our team of coaches to ensure everyone has access to all of the tools and support they need.

As a certified Life Coach and Fitness Trainer Rod came to NLBM knowing how to empower clients by creating—and strengthening—their positive mindset. He enjoys supporting and coaching lawyers as they experience the transformation that allows them to build businesses and lives they love.

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.
Ali KatzCEO & Founder
Ali Katz
Bonnie ran a highly successful law firm the NLBM way, and now is the Director of Product for New Law Business Model. Her specialty is helping Personal Family Lawyers with the technology platforms needed to automate the NLBM practice systems.
Bonnie FaucettDirector of Product
Bonnie Faucett
Allison has spent the last 15 years immersing herself in the world of coaching, personal growth, and entrepreneurship. In her current role at NLBM she works closely with both our NLBM Member Lawyers and our team of coaches to ensure everyone has access to all of the tools and support they need.
Allison OsbornDirector of Member Success & Lead Coach
Allison Osborn
As a certified Life Coach and Fitness Trainer Rod came to NLBM knowing how to empower clients by creating—and strengthening—their positive mindset. He enjoys supporting and coaching lawyers as they experience the transformation that allows them to build businesses and lives they love.
Rod WilliamsLaw Business Success Coach
Rod Williams
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How NLBM Member Lawyer Todd Jarvis never looked back when he left the traditional law practice model behind, and embraced 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. NLBM 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, NLBM Member Lawyer


READ MORE

New Law Business Model Lawyers:
In Their Words

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.
PAM MAASS
PAM MAASS
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
MARC GARLETT
I was a commercial litigator for 12 years. I had my own practice for 2.5 years before starting with NLBM because of a family crisis. What made the decision for me was that 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 having a purely transactional (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 of the transactional work because of the NLBM skills.
AJ YOLOFSKY
AJ YOLOFSKY
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Our Programs

PLAN

Life & Legacy Planning Program

Strategic Business Advisor Upgrade

BUILD

Personal Family Lawyer® Membership

Family Business Lawyer® Membership

ACCELERATE

Accelerator Program