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THE GROWTH SUMMIT Event For Estate Planning and Elder Lawyers Who Want to Grow a Great Law Firm


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Grow a Great Law Firm Bootcamp


grow a great law firm retreat

Overcoming Recession Fears: Providing Certainty in Uncertain Times

How will you overcome recession fears – in your clients, your referral sources, and yourself – to grow your income, even in these uncertain times?

Understand what really drives the pain of a recession is uncertainty.

It’s not whether the GDP is up or down … or how much it costs to fill up at the pump.

The real pain is not knowing what’s next … that’s what scares people and keeps them from doing the very things they MUST do to protect themselves, their businesses, and their loved ones.

Buying into that fear is the kiss of death for your law firm.

YOUR certainty has never been more important than right NOW.

Join us and learn strategies to protect and grow your income, serve clients who desperately need your help, and power through every challenge with energy, resilience, and joy.


4:00 pm – Reception / Meet & Greet with Olympian Jeff Galloway

6:00 pm – Fun Run to Lake Estes and Dinner On Your Own


8:00 am – Coffee and Introductions

8:30 am – No Regrets: Living Your Best Life with Olympian Jeff Galloway

9:30 am – Breaks

10 am to 12 noon – Morning Session: Wealth & Impact with Jennifer Goddard and Team

Recession-Proof Revenue

  • Organic Sales Funnels: Driving Leads WITHOUT Paid Advertising
    How can you drive leads through a sales funnel WITHOUT paid advertising? We’ll show you exactly how to build an organic sales funnel that will not only drive leads for pennies, but also give you revenue protection from the rapid and confusing social media advertising rules!

  • The Coolest, Most Powerful Webinar Marketing Strategy EVER:
    The Evergreen, Interactive, Personal Webinar

    What if you could record one webinar, ask people specific questions, capture their answers, and automatically adjust the webinar to meet their personal needs? Here’s the coolest, most powerful webinar marketing strategy EVER … and we’re going to teach you how to do it! This one session will pay for your entire trip … x 100!

12 noon to 1 pm – Lunch

1 pm to 4 pmAfternoon Session: Health & Freedom with Jeff Galloway & Jennifer Goddard

Managing the Pace of Life

  • Working in Your Work-Out: How Much is Enough … Too Much?
    You’re busy. But you want to be fit and healthy, right? You want to feel better, have more energy, and perform at the top of your game – feel confident speaking in public, meeting new people, shooting video … all the things. I bet you already KNOW that you need to exercise more … but making it happen and getting the results you want, that’s the challenge. Jeff Galloway, also known as America’s Coach, is going to show you the simplest plan to improve your fitness, perform at your best, and look great … without spending hours at the gym or following a rigid diet.

  • Getting the Big Stuff Done: Strategies to Finally Make IT Happen
    Big Goals … easier said than done! You’ve got big goals for your career and your firm … but it’s the little stuff that keeps getting in the way. All the lists – the appointments, the tasks, the to-do’s – by the end of the day, the week, or even the year it feels like all you did was tread water. Here’s the good news, Jennifer is going to teach you easy-to-implement strategies that will help you get the big stuff done! (Hint: this is a good session for your staff, too!)

  • Goals, Tasks, To-Do’s and the CEO Mindset
    If you started out as sort of a one-man (or woman) band, you’re not afraid of hard work and know there’s not a single job in your firm that’s “beneath” you. You know how to change the toner cartridge in your printer and what weight paper to buy for your document notebooks. But … you also know that’s not CEO-work. In this session, you’ll learn how to get out of the middle of your business and out in front, where you belong, leading the firm!

4 pm to 5 pm – Q&A Roundtable With the IMS Team


8 am – Coffee & Conversation

9 am to 12 noon – Morning Session: Wealth & Impact with James Campbell and Team

Total Sales Mastery

  • Attracting Your Ideal Client with Personal Branding

Personal branding is about establishing your business persona and infusing it in compelling ways throughout your marketing.

Effective personal branding can super-charge your marketing ... attracting your best-fit clients and encouraging others to move along without taking up your valuable time. Learn how to discover, own and communicate YOUR personal brand!

  • Do You Need an Appointment-Setter?
    An appointment-setter can help screen out poor-fit prospects, set the frame for the initial consult, and get more great clients booked. In this session you’ll learn how to decide if an appointment-setter is right for you now, and how to implement the process to streamline your practice and grow at scale!

  • Booking More Calls from Webinar Registrations
    If you’re using online webinars to market your practice, you’ve probably seen far more registrations than calls booked. In fact, we generally see only about 15 to 20 percent of those who register for a webinar actually book a call after. So what about the 80 to 85 percent who raised their hand but didn’t book? In this session we’ll show you how to mine for diamonds and convert more registrations into booked calls, initial consults, and new clients!

  • Overcoming Uncertainty: Helping Clients Move Forward Even in Uncertain Times
    These are uncertain times, and for most people uncertainty leads to paralysis. Their hesitancy doesn’t just mean you miss out on a new client. It means they’re not doing the exact thing they NEED to do to protect themselves! In this powerful session, James shows how your level of certainty must rise dramatically to outweigh your prospect’s uncertainty now … mastering this sales skill will protect your revenue and help ensure clients make the moves they need to protect their wealth, their businesses, their families, and themselves!

12 noon to 1 pm – Lunch

1 pm to 4 pmAfternoon Session: Health & Freedom with Jennifer Goddard and Team

The Right Next Steps to Grow Your Great Law Firm

  • Building Your Rock Star Team
    At some point, you’re going need more help. Maybe it’s your first hire, maybe it’s your 100th. Doesn’t matter. Every lawyer struggles with the hiring process, and most are making the same mistake … over and over. In this session, you will identify the EXACT next person you need to hire (or fire) and learn a simple process to attract and retain rock stars on your team.

  • Small Group Work Session
    This is where the rubber-meets-the-road. In this session we break into small groups and, with help from the IMS team, map out your next-step-strategy to Grow a Great Law Firm … even during uncertain times! This is your Action Plan to Greatness!

  • Becoming ProFITAble
    Profitability … it’s what every law firm needs to succeed. By now you know there’s no magic pixie dust, no one-size-fits-all solution to get you from “here” to “there.” But there is a three-stage strategy you can implement right now to become the most pro-fit-able version of yourself, ready to Grow – and LEAD – a Great Law Firm!

4 pm to 5 pm – The Winner’s Circle


The storm is HERE ... and too many law firms aren't ready.

They will sink.

But not YOU!

You see and seize the opportunities in this economy.

We know what you're up against and the solutions you need!

Close More Business at Higher Fees
Recession-Proof Your Revenue
Build a Team of Rock Stars
Manage the Pace of Your Life
Manage the Pace of Your Life
Fall River Village Resort

200 Filbey Ct
Estes Park, CO 80517


Grow a Great law firm boot camp | sept. 27 & 28 | estes park, co
At the Fall River Village Resort!

Elevate your VIEW of what's possible at the incredible Fall River Village Resort and Event Center. With unparalleled views of Rocky Mountain National Park and Long's Peak from the covered terrace, we are visiting during prime Elk-viewing season and the peak of autumn color! Fall River Village is nestled right along the river, with out-your-door access to the river path, downtown Estes Park and running trails.

Book your stay early as they will definitely sell out. If you are not able to get in to Fall River, there are many other lodging options in Estes Park -- but don't wait until the last minute because this is the PERFECT time to visit and all rooms go fast during this time.

Book at Fall River here: Fall River Village

Fall River Village Resort

200 Filbey Ct
Estes Park, CO 80517


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Disclaimer: Growing a small law firm to six or seven figures (or more) is not easy. The journey is both challenging and exhilarating. At every step you may be tempted to quit. Those who succeed are committed, coach-able and resourceful. If that’s you, let’s talk.