Practice Smarter Bundle
About this bundle
If you're looking to streamline your workflow, deepen client relationships, and align your business strategy with your personal goals, the Practice Smarter Bundle is for you.
This curated collection of five on-demand courses delivers practical tools across digital systems, business development, and client communication—designed specifically for professionals in estate planning, special needs planning, and fiduciary services.
Offer lasts until July 17, 2025
What You Will Learn
Included Courses:
Building a Special Needs and Estate Planning Client Maintenance Program
This course will provide a step-by-step guide to developing and implementing an effective maintenance program tailored to the unique needs of special needs clients.
Digital Tools for Special Needs Planning: Empowering Professionals
Learn how to leverage digital innovations to streamline your workflow, enhance collaboration with clients and colleagues, and improve overall efficiency and effectiveness in your practice.
Managing High Conflict People
Bill Eddy, LCSW, Esq. developed the high conflict personality theory to explain the driving forces behind people who present the most challenging behaviors.
Balancing Growth & Success: Strategizing Your Great Practice and Great Life
As a professional, you possess excellent skills, but to foster continuous growth and success, you need to master business skills that drive your business forward. This workshop will empower you to plan and strategize your great life and practice.
Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts
Master the art of interviewing potential clients for conservatorships, trusts, and SNTs, featuring insights from our speaker, and learning how to build strong relationships and achieve better outcomes.
Build a More Efficient, Resilient, and Client-Centered Practice
This course also includes:
- Full Lifetime Access
- Resources & Materials
- Certificate of Completion