Date & Time
Friday, August 28, 2026, 11:30 AM - 12:30 PM
Name
Lunch w/ Biz Dev Presentation
Description

Lunch + Presentation: Rainmaker, Schmainmaker: How to Grow an Estate Planning Practice in 15 Minutes a Day

Good news: you don't have to become a rainmaker, and you don't need a 40-page marketing plan. In this fast, refreshingly practical lunch and learn, legal marketing sherpa Glennie Green busts the myths that keep attorneys on the marketing sidelines — then hands you the one tactic with the highest return for estate planning and elder law practices: a systematized referral engine. You'll learn how to back into your revenue number with simple flat-fee math, build a persona for your ideal referral source (advisors, CPAs, trust officers, care managers), run the "Three Meals" past-client playbook, and put it all on your calendar in 15 minutes a day. Bring last night's stack of business cards — you'll leave knowing exactly what to do with it.

Speakers
Glennie Green - Roy! Marketing Needs Assessments