Watch this very important video. Then scroll down...
Let me tell you the story of two attorneys...
The first attorney
Went to law school for several reasons and making money was one of them.
A few years after law school, Attorney 1 opened the doors to his own practice, choosing to focus on estate planning. He was excited to be working for himself and invigorated by the idea of growing his practice.
For the first few years, Attorney 1 worked tirelessly to grow his client base, and he achieved moderate success. He had a regular stream of clients and was making a decent income.
But the money wasn’t what he thought it would be, and none of his clients brought him recurring revenue. He was constantly working to bring in new clients, a rat race that was becoming increasingly exhausting.
Despite this, Attorney 1 simply thought this was the life of an attorney and that he just had to work harder to make the money he dreamed about.
The second attorney
Went to law school for the same reasons as Attorney 1.
She too opened the doors to her own estate planning practice around the same time as Attorney 1. Attorney 2 also worked tirelessly the first few years, achieving moderate success, but also becoming exhausted by the rat race of having to constantly find new clients.
Her frustration was compounded by the fact she noticed a lot of financial advisors she worked with were making more money and working fewer hours than her, and they all had far less schooling than she.
But rather than think she just had to work harder doing the same thing, Attorney 2 decided to take a different approach.
She decided to add financial services to her practice, recognizing that she was sitting on an untapped gold mine in her own client base.
After a short time of marketing her new services to this existing base and building a recurring revenue business, Attorney 2 finally achieved the income and lifestyle she’d dreamed about when she went to law school.
Does Attorney Number 2's story sound like a pipedream to you?
I assure you, achieving the same lifestyle and building the same type of practice is more attainable than you think...
Hi, I'm Dan Cuprill.
I've been a financial advisor for 25 years. In that time, I've helped numerous attorneys like yourself transform their practices into profit-generating, lifestyle businesses. I've done it by teaching them the same systems and strategies I've implemented in my own $200 million practice. It all starts with creating your own Wealth Planning and Coaching Department.
Wealth Planning & Coaching
Let me share with you a simple fact of life…
The financial advisors who are sending referrals to you for estate planning are probably earning anywhere from 2 to 10 times what you earn per client.
For example, let's assume a financial advisor sends you a client with a liquid net worth of $1 million. If you do a typical living trust for that client, how much do you make?
Here's what the advisor makes: $7500 to $10,000 each and every year to manage that money.
At a minimum.
Chances are he also collected a four-figure planning fee and a ten-figure commission on life insurance.
And yes, the client pays the financial advisor every year.
Let's face it… it's a much better business model than what many attorneys employ. A lot of attorneys I know make money one client at a time with little or no recurring revenue.
Here's something else I believe to be a fact given my years of experience:
Many of your clients wish you could assist them beyond legal work.
They trust you. They know you're smart. And they know you have taken a fiduciary oath.
You cannot say that about the average financial advisor. I’m sorry… that’s just how I feel having been one for over 25 years and running my own firm with assets over $200 million.
Your clients need you to help them in this area.
So, how realistic is it for you to start a Wealth Planning & Coaching department in your law firm where you collect planning fees, asset under management fees, and insurance commissions?
Take it from Ryan Denman, an attorney who's done it.
"The decision to add financial services to our legal practice more than doubled both our revenue and profit. Even though we are in a relatively small market, we presently manage over $200 million of assets for over 300 families. Using an approach similar to Dan's, we are still able to focus first on our obligation as an attorney."
Ryan M. Denman, Duffy Law Firm & Abundance Financial Coaching, Davenport, IA
So how do you do it? Well, you have three options:
- Get your CFP® designation. It's a 2-year process, and while it's not nearly as difficult as passing the bar exam, you will need to dedicate a fair amount of time to learning a new craft. After you do this, you’ll then need to figure out what systems to implement to make this idea a reality.
- Hire an established financial advisor to create the division for you. This could easily cost you close to $100,000 a year, and if that person leaves your firm, they could take the clients with him.
- Utilize an established process designed to put these systems in place, and in many cases, do almost all the work for you, at a fraction of the cost. These will be your clients. You simply employ an organization to consult and assist you through the process.
Renegade Attorney is that established process.
As a member of our program, you'll receive:
Renegade Advisor
My "System of Systems," the Renegade Advisor Program will provide you with everything you need to launch your Wealth Planning and Coaching Department in 90 days. These systems include Metrics, Profitability, Marketing, Selling, Automation, Client Retention, and Family Office management. I use them every day in my own wealth planning firm.
Renegade Marketing
A Turn-key marketing system that includes the enclosed book ‘The Reluctant Advisor’ and all the necessary materials to host a client workshop for your existing legal clients. My team will assist you with writing the introduction to your own version of ‘The Reluctant Advisor.’ We will also provide you with all necessary materials to promote your new division to your current clients. This includes both seminar and webinar materials.
Full back-room planning support
to write financial plans if you don't wish to do it yourself. We'll not only write the plans for you, we'll arrange a video call to review the analysis with your client and you.
For more detail, click here to watch a video that explains the full program in depth.
Why I Think You'll LOVE Renegade Attorney
With Renegade Attorney, you can dramatically increase your revenue, meet all the financial needs of your clients (not just legal), save money on marketing, increase your level of referrals, and have the benefit of a highly qualified planning firm at your disposal.
Perhaps more importantly, Renegade Attorney will:
- Generate recurring revenue from existing clients.
- Reduce the need to find new clients to keep up with your overhead.
- Give you more free time to spend away from work.
- Earn you the income you always expected when you enrolled in law school.
But don't just take my word for it.
“Implementing Dan’s systems was one of the most powerful steps I took to expand my firm into asset management and financial planning.”
Carrie Quraishi, Quraishi Law Firm & Wealth Management, Jonesboro, AR
“A lot of programs will tell you what to do. Dan’s program does it for you. Almost full implementation. A no-brainer.”
Bob Martin, Martin Law Firm, Wichita, KS
So what does all of this cost?
First, let's review what you get
Renegade Advisor
My "System of Systems," the Renegade Advisor Program will provide you with everything you need to launch your Wealth Planning and Coaching Department in 90 days. These systems include Metrics, Profitability, Marketing, Selling, Automation, Client Retention, and Family Office management. I use them every day in my own wealth planning firm.
Renegade Marketing
A Turn-key marketing system that includes the enclosed book ‘The Reluctant Advisor’ and all the necessary materials to host a client workshop for your existing legal clients. My team will assist you with writing the introduction to your own version of ‘The Reluctant Advisor.’ We will also provide you with all necessary materials to promote your new division to your current clients. This includes both seminar and webinar materials.
Full back-room planning support
to write financial plans if you don't wish to do it yourself. We'll not only write the plans for you, we'll arrange a video call to review the analysis with your client and you.
Hiring a financial advisor to do this work for you can cost you $100,000 a year.
I'm making Renegade Attorney available for a fraction of that. It's a complete turnkey "system of systems" that is almost entirely "done for you."
It costs just 12 installments of $1,667, a fraction of what it would cost to hire your own certified financial planner and marketing team.
Money Back Guarantee
I don’t believe in buyer’s remorse. Sign up for the program. Get started on creating your kit with the assistance of my implementation team. If by day 30 you conclude this isn’t for you, just shoot me an email and I’ll refund you back every penny. I won’t even ask why.
Lastly, this program is not for everyone
Less than half of the attorneys I know are a good fit for this program!
So rather than just throw it out there and ask people to buy, there is an application process. And trust me…this is not some “hard to get” ploy. This program gives attorneys access to some of the most important people in my life. I’m an overprotective parent when it comes to this team of professionals. They are truly the best at what they do.
If you think Renegade Attorney might work for you, click the button below to schedule a call with Wes. He will walk you through the details of the program and get you started if it's a good fit.
Also, capacity for this program is limited. So, while we offer it to all that qualify, we will limit the start dates to assure our quality and capacity is not challenged.
Best regards,
Dan Cuprill, CFP®