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Bonnie Bowles

NLBM Forum Mentor
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Bonnie Bowles last won the day on October 1

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About Bonnie Bowles

  • Birthday February 13

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  1. Hi @Betsy Vazquez great questions! Agreeing with @Amy Jones re: the importance of staying focused for now on the core curriculum and completing your own plan and two practice plans. When you're ready for membership and then eventually Accelerator, we help lawyers with existing websites know how to integrate an existing site into the automation, if they want to keep their own site. Or if you do both automation and website with Accelerator, the integration is taken care of for you in-house. Thanks!
  2. Hello Lawyers We Love! @Ali Katz and I are very excited to share with you a brand new training on the "Big Picture of NLBM Membership Path Resources." This has been a dream of mine for a long time to bring together into a visual everything we teach you, along with deeper visuals into the Client Attraction System (marketing) and Accelerator. You can find it here: https://memberhub.newlawbusinessmodel.com/resource-library/nlbm-visuals/ I have included three resources for you at the link above: Video training by Ali and myself PDF of the visuals we
  3. @Amanda Vavak I'm on the Quickbooks Simple Start plan at $25/mo for bookkeeping, and I also have Quickbooks Online Payments for merchant services (which charges a percentage for amounts run through it, no flat monthly fee).
  4. @Nara Callanan Great question. I never did, but I know there is virtual meeting software out there for attorneys specifically that do record meetings. However, I wouldn't normally record an in-person FWPS so I personally didn't record a virtual FWPS.
  5. Hi Lawyers! On Monday, @Alexis Katz and I discussed at a high level how to setup your virtual office plus how I personally did it to serve my clients beyond Denver, Colorado (check your email for the recording + Quick Action Guide To Going Virtual). And you may recall that one of the bonuses for all new NLBM members + all existing NLBM members is access to my training video where I walk through onscreen exactly how I setup my software to support my virtual office. It's a bit more of a deep dive into the tech programs itself, to complement what we taught you at a higher level on Mo
  6. Excellent question @Pamela Maass. This idea comes to mind: Notary would complete the journal entry on their end of the virtual meeting and note in the signature field that signing was conducted virtually and recorded in full. Perhaps when you have an in-person meeting with the client anytime in the future, have them sign next to that. Thoughts?
  7. Hi NLBM Bootcampers and Members, I wanted to chime in for everyone and offer some creative ideas and guidance on how to conduct Signing Ceremonies virtually, in particular how it pertains to proper execution of legal documents. Before diving into creative ideas (and all who are inclined, please respond to this thread to put more ideas on the table), I want to first state the obvious for us attorneys: Ultimately we each are individually responsible for complying with our state’s notary laws and laws governing proper execution of estate planning documents, regardless of w
  8. @Stan Pierchoski Be sure to let the Accelerator Team know your webinar details (if you haven't already) so we can get that registration page up for you ASAP.
  9. Hi @Greg Gordillo, If Lawmatics has automation capability, then sure you can build any email sequence into it. In terms of the Long-Term Nurture sequence specifically that is in Accelerator, we don't use Lawmatics so it is not built or available in there (we use Infusionsoft). All this said, I want to take this opportunity to say that trying to build your automation yourself is not the best use of your time, which is best spent educating your community and in holding Family Wealth Planning Sessions. If you want more information about Accelerator, please let me know!
  10. Yes the Bring Back From The Dead campaign is one email with a $1,000 discount on planning, ideally sent around December 1st of each year. The Long-Term Nurture Campaign in Accelerator is a series of 17 total emails sent periodically starting at the time of the non-engagement, promoting the “completion” of their estate plan, without a discount — the idea being to stay top of mind in the weeks following a non-engagement. Does that clarify?
  11. Hi @Greg Gordillo, Great question! The Long-Term Nurture campaign that I wrote and used in my own practice is available only in the NLBM Accelerator Program. Other sequences available only in Accelerator include the sequence for presentation/webinar reminders along with the follow-up sequence to promote scheduling, both sequences of which were very successful for me personally. Please let me know if you want to talk more about Accelerator! Thanks, Bonnie
  12. Happy Wednesday, lovely NLBM Lawyers! Bonnie here with you today, co-creator of NLBM Accelerator with @Alexis Katz, with this week’s Automation Weekly post. These posts are all about what one small piece of automation in your practice looks like so that you can either do it yourself using your existing technology stack (which frankly is not recommended since your time is so much better spent being a lawyer and trusted advisor - not DIY’ing your tech), or you can consider whether the NLBM Accelerator Program may be right for you and you can have us do it for you!
  13. NLBM Lawyers, I was doing the Accelerator support call on Monday and ended up spending more time than expected on the other six people you are likely totally overlooking in your practice. Who are they? You’ve actually already met them! I was reading a book by Dean Jackson, a legendary marketer, and I ran across statistics you must know in order to succeed in your practice. Here’s the deal: Half of all people who get onto your list have a problem you can solve but will NEVER spend money on anyone or anything to solve it. Out of the other half of people, 15% w
  14. Happy Wednesday, NLBM Lawyers! Bonnie here with you today, co-creator of NLBM Accelerator with Alexis Neely, with this week’s Automation Weekly post. These posts are all about what one small piece of automation in your practice looks like so that you can either do it yourself using your existing technology stack (which frankly is not recommended since your time is much better spent being a lawyer and trusted advisor - not DIY’ing your tech), or you can consider whether the NLBM Accelerator Program may be right for you and you can have us do it for you! This
  15. Happy Friday, NLBM Lawyers! Bonnie here today, co-creator of NLBM Accelerator with @Alexis Neely, with this week’s Automation Weekly post. These posts are all about what one small piece of automation in your practice looks like so that you can either do it yourself using your existing technology stack (which frankly is not recommended since your time is much better spent being a lawyer and trusted advisor - not DIY’ing your tech), or you can consider whether the NLBM Accelerator Program may be right for you and you can have us do it for you! This week we are
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