Monthly Weekly List
June 2021
LWP Dashboard: Profitability to Hit Revenue Goals
One of the many benefits of being an LWP Member ...
Trust Design, Funding Strategies, and Pre-Planning
Take your understanding of trusts, funding, and pre-planning to the next level with help from your peers and the LWP team. ...
July 2021
Maximizing and Measuring Initial and Vision Meeting Results
Get better results from Initial and Vision Meetings with help from your peers and the LWP team. ...
Client Intake and Workshop Performance Results/Tracking
Master the intake process and get better results from your workshops with help from your peers and the LWP team. ...
Signing Meetings, Funding, and Closing
Tips, strategies, and techniques to improve the efficiency of your Signing Meetings ...
Design Meetings, Drafting, and Cash Flow Focuser
Tips, strategies, and techniques to increase the efficiency and profitability of your Design Meetings. Learn how to walk clients through Design Meetings to create plans they need and value by mastering LWP’s Design Templates ...
Maximizing and Measuring Your RMS Results
Get the most from your referral relationships with help from your peers and the LWP team. ...
Asset Protection Fundamentals and the Features of Plans
Become the asset protection and estate planning guru in your market with help from your peers and the LWP team. ...
October 2021
Practice with Purpose
For new Members, Practice With Purpose events serve as the ...
Twice-Annual Practice Enhancement Retreat (TAPER)
Our Twice-Annual Practice Enhancement Retreat (TAPER) also incorporates live training, ...
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