FAQs: Coaching

At The Ultimate Estate Planner, Inc., we provide both strategic and tactical coaching designed specifically for estate planning professionals. Our coaching helps you optimize and grow your practice by focusing on key areas, including:

• ✅ Revenue Growth & Profitability – Setting achievable revenue goals and maximizing profitability.
• ✅ Performance Metrics & KPIs – Tracking and analyzing key performance indicators to measure success.
• ✅ Team Building & Management – Hiring, training, and effectively managing employees for a high-performing team.
• ✅ Time & Workflow Optimization – Mastering time management, calendaring, and efficient workflow processes.
• ✅ Client Revenue Expansion – Discovering opportunities to generate more revenue from existing clients.
• ✅ Seminar Marketing & Lead Generation – Creating impactful marketing strategies to attract and convert new clients.
• ✅ Leadership & Mindset Development – Strengthening your leadership skills and fostering a success-driven mindset.

Whether you're looking to streamline operations, increase revenue, or enhance your leadership skills, our expert coaching can provide the strategies and support you need to take your practice to the next level!

Interested in learning more? Let’s connect! 🚀

We understand that every estate planning professional has unique coaching needs based on their practice's current stage and goals. That’s why we offer flexible coaching options tailored to your specific situation.

• 🔹 Personalized Scheduling – While many of our clients find monthly 60-minute Zoom sessions to be the ideal cadence, we also offer accelerated weekly coaching for faster results or quarterly sessions for those who prefer a more gradual approach.
• 🔹 Recommended Approach – For the best results, we typically suggest starting with monthly sessions for at least 12 months. After that, we can adjust the frequency based on your progress and evolving needs.
• 🔹 Comprehensive Support – Each session lasts 60 minutes via Zoom, and for those looking for hands-on, in-depth guidance, we also offer exclusive 2-day, in-person consultations at your office.

📍 Want to learn more about our in-person coaching? Click here for details!

Our coaching is competitively priced to provide exceptional value without being the cheapest—or the most expensive—option available. We’ve structured our pricing to make it a smart, no-brainer investment for estate planning professionals who are serious about growing their practice and increasing profitability.

The return on investment from our coaching is designed to far exceed the cost of the sessions, helping you streamline operations, boost revenue, and achieve long-term success.

💡 Interested in learning more? Let’s discuss how our coaching can help you maximize your practice’s potential!

Every estate planning professional has unique goals and challenges, which is why our coaching is personalized to your specific needs. However, here’s what you can generally expect when working with us:

• ✅ Tailored Problem-Solving – We’ll dive into the specific challenges and obstacles you’re facing in your practice, helping you develop clear, actionable solutions.
• ✅ Strategic Guidance – Expect discussions around proven strategies and tools designed to optimize operations, improve client acquisition, and enhance revenue growth.
• ✅ Business Transformation – Our coaching goes beyond quick fixes—we focus on helping you build a thriving, scalable, and profitable practice with long-term success in mind.

Whether you're looking to increase revenue, improve efficiency, or develop strong leadership skills, our coaching provides the structure and support you need to turn your practice into a successful business.

💡 Ready to take your practice to the next level? Let’s talk!

We’ve had the privilege of coaching estate planning professionals at all experience levels, helping them grow their practices and achieve extraordinary results. Whether you're just starting out or looking to scale an established firm, we can connect you with a coaching client whose journey aligns with your own.

Here are just a couple of our happy coaching clients who have transformed their practices with our guidance:

📈 From $12K/Month to Over $100K/Month—In Less Than a Year!
"In less than one year, The Ultimate Estate Planner helped me increase my revenue from $12,000 per month to over $100,000 per month! And I’m super excited to share that I just hit $1 MILLION of revenue in my second year of practice!"
— Leigh Cowden, J.D. | Maryville, Tennessee | WealthCounsel Member

🎯 82% Seminar Attendance Rate & Record-High Revenue!
"Just looking at our seminar numbers this year alone, we've seen an 82% success rate of attendees showing up and over 80% booking consultations! Thanks to the seminar strategies we learned from UEP, our firm is on track to hit the highest revenue in firm history!"
— Kevin Von Tungeln, J.D. | California State Bar Certified Specialist in Estate Planning, Trust & Probate Law

💡 Want to see how coaching can work for you? Let’s talk and explore how we can help you achieve your goals!