Valeria L.
I think NLBM is a model for how I want…
I think NLBM is a model for how I want to run my own estate planning business: honest, open, with a service first mentality, prioritizing self-care and family first and then business. I don't think I will find that in any other type of business coaching setting. It is holistic. It is about being our best selves so we can serve our clients in the best way. All that and still more: numerous coaching calls and support for the substantive legal aspects of estate planning, plus tools for communicating with clients and staff, tools for upscaling your business and strategies for hiring. Plus - so many tools for marketing estate planning - newsletter content, follow up emails. Plus a whole system for how to attract clients, be retained and following through on the service. Plus tools to address mindset, imposter syndrome, self-sabotage (so many of us do it). Just writing this, I am amazed at all the aspects it covers and it is still very heart centered. Thank you Ali and your team for a phenomenal service!




