Alexis, just wanted to let you know that the first time I used your system, and poorly so, I might add, I made an extra $1250.00.  Awesome!!

Hi Even though I haven't implemented but 10% of your ideas and system, on one Saturday I had 3 appointments I closed all 3 and tripled the amount of revenue I normally would have made.  Thank you so much for giving me the confidence and the system and I can't wait to implement all of your system.

I received the materials for the Client Engagement System several weeks ago. I have reviewed all of the information and I was impressed with how you had set up the interview and the strategic questions. With this being said, though I liked the materials, I was skeptical on the use of the materials for my practice.

Yesterday I had an appointment with a small business owner with 5 children. Before the meeting I determined that I would use your system to see how it worked. Honestly, I was nervous, because your approach is so different than mine.

At the end of the appointment I closed the deal and the client engaged me, not only to do his trust work but also to do some additional work. He engaged us to do $9,500 worth of work, for what I normally would have received $4,000.

I just want to thank you.

Since opening my firm last summer, I have not done a seminar and have relied solely on the advertising pieces provided by the FWPI to attract clients.

During February, we engaged 11 new families for estate planning. In addition, my engagement rate for the past 7 months has been 100%.

"Hi Alexis, I just wanted to let you know with just the profits from clients engaged today I have paid for your system. I have also been able to increase my client retention rate and decrease appointment cancellations while simultaneously raising my fees between 10-20%."

I basically used just the intake form sample which I received an hour prior to a meeting with a prospective new client, a 90-year old widow.   Elderly clients usually tire easily so consultations need to be less time consuming that with younger clients.   I used the intake form as the basis of my interview along with many of the phrases from the materials on the CD for the Client sample interview.

At the end of the hour the woman hired me to re-write her entire estate plan, arrange for the sale of her condo and her move into an assisted living facility and wrote me a check for $10,000.00 without any questions or discussions. Since then I have used Alexis' family centered approach selling value rather than product and found prospective clients much less resistant to hiring me. 

I ignored Alexis' emails for months. Quite frankly, I was very skeptical about her claims. After 25 years practicing law, I thought she wouldn't be able to teach me anything. I was wrong.

Within a few months of working with Alexis, I've increased my fees 1000% (that is not a typo – one thousand percent) and I recently engaged 7 out of 7 new prospects at $4,000 each. The best part is I'm energized and love my business again. I sure wish I would have opened her emails sooner. She's the real deal.

I have doubled the number of clients that have been coming into my office. I have doubled my fees and I've learned a way that I can narrow my practice down to working only with the clients I want to work with and to really make a fantastic living doing it and I know that my practice is just going to continue to grow and grow over time and get more and more successful.

So for anybody that is thinking about how can they make their practice grow and explode, they need to investigate the personal family lawyer program and get involved because it's the best thing for estate planning lawyers out there.

I've been reading through your materials and listening to these calls and last week I had a meeting with a new client and I must admit that I was kind of cramming at the last minute.  I had read the 11 Things You Should Say to Every Client and I had pretty much read all of your other materials.

Probably the worst mistake I ever made in my life was taking a golf lesson immediately before going out and playing a game.  It was the first game of golf in my life and so I had that same fear, so I just kind of read it through and said, "Look I am not going to try and remember every point.  I am just going to sort of try and have them in the back of my mind." I was able to bring out some of those points, and I must say it was probably the single most successful meeting I've ever had with clients.  At the end of the meeting they were saying things like, "We really loved filling out the Estate Planning questionnaire.", "We are really thankful that you have taken us through this process.", "This is the best thing we've ever done."

I have to tell you I've been doing this for thirty years and I've never had anyone say that. So I am very optimistic about what you are teaching us here. I find it extremely valuable.

The Monday meeting went well.   I did use a lot of the script (tweaked slightly for my style), and we followed the order in your agenda.   When I asked the couple whether we should "get started," the wife's answer was "I don't see why not."  Perfect.   They left a check before leaving my office.   

I also listened to the CD for the first time today as I headed down to a meeting in Monterey.   The Sacramento legal market and my "levels of planning" are a bit different than yours, but many of the concepts are translating well.   I have learned a lot from you so far.   

I have been doing this for 27 years.   I wish that I had something like this when I was starting out.   I would have made a lot more money and probably would have had clients that were more satisfied.   My partner, a criminal lawyer, has listened to the marketing CD's (4 of them) and also thinks that they have given him a lot of new ideas.    

I had the opportunity to try out the techniques in her script, this past Friday.   And it worked like a charm!!  ...this is top-notch (in my opinion)!!!