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  1. Hi PFL & FBL members! 👋 As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL's, you'll notice we tied the PFL special offer with the August Back To School marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/august. PFL Offer: Back To School If you have minor children and own your home, then this will be the most important Back-to-School preparation you do all year. Here’s why…Did you know that if you’re in an accident, your kids could be taken into protective custody until the police can figure out who has legal authority to take them, even if you’ve named legal guardians for them in your will? That’s because the people who spend time with your kids don’t have that authority automatically. To make sure your kids are not taken into the care of strangers, even for a minute, you must set up a Comprehensive Kids Protection Plan. And you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones—and usually, a simple will is simply not good enough. When you and your parenting partner meet with us for a Family Wealth Planning Session, you will choose the right guardians for your kids and avoid making any of the 6 common mistakes most families (and even regular lawyers) make when naming legal guardians. Be one of the first 5 to schedule in August and we’ll waive our regular $750 planning session fee. Plus, you’ll take home a free SmartID Stick, which electronically stores your children's essential information. Put it in their school backpack and know they will always be taken care of by people you love. And for CBL/FBL's, you'll notice we tied the CBL special offer with the August Do You Need to Go Back to School to LIFT Your Life and Business to the Next Level? marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-august. FBL Offer: Do You Need to Go Back to School to LIFT Your Life and Business to the Next Level? If there is any possibility that you could be overlooking vital pieces of your Legal, Insurance, Financial and Tax puzzle simply because you don’t know what you don’t know, and don’t even know what questions to ask to find out? Unfortunately, most business owners are blindsided by simple (and avoidable) mistakes that can end up costing you a huge amount of time, energy, attention and money, simply because you don’t know what you don’t know when it comes to the legal, insurance, financial and tax parts of your business. During this August, back to school month, come in for a LIFT Business Breakthrough Session (a $500 value) as my gift to you and I’ll give you a personal education on the Legal, Insurance, Financial and Tax Systems you need to LIFT Your Life and Business to the Next Level. If you are one of the first 3 business owners to schedule during the month of August, I will waive your LIFT Business Breakthrough Session fee and we will use the time to focus on how you can have the freedom you truly desire in your business. "See" you again next month The Team at New Law Business Model
  2. Hi PFL & FBL members! 👋 As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL's, you'll notice we tied the PFL special offer with the July Gain Freedom marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/july. PFL Offer: July is Freedom Month! Since July is the month of Freedom, I want to help you enjoy the freedom of knowing your financial house is in order and your kids & money will be taken care of by the people you know and trust...no matter what! That is why I'm going to give the first 5 people who call my office a complimentary Family Wealth Planning Session™ (valued at $750) where I will make sure your kids and family are totally taken care of no matter what so you can have absolute peace of mind. Plus, you’ll receive a Family Financial Freedom Organizer to keep your financial house in order. During this session, we review what you do or don’t have in place to ensure the well-being and care of everything you own and everyone you love, in the event something happens to you. If you have nothing in place now, we will discover whether the State’s plan for you is sufficient, and if it is not, we will design a plan to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, we will review whether it still reflects your current wishes, assets, and most up-to-date laws. Whether you need a new plan or not, just this process alone will get you more financially organized than ever before and will provide total peace of mind around what you need in order to ensure you’ve handled your personal affairs in the most loving way possible. Call today to schedule your Family Wealth Planning Session and you can have the freedom of mind of knowing you’ve done everything to plan for, and make life as good and easy as possible for those you love. And for CBL/FBL's, you'll notice we tied the CBL special offer with the July Isn't It Time Your Business Provided You With The Freedom You Truly Desire? marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-july. FBL Offer: Isn't It Time Your Business Provided You With the Freedom You Truly Desire? Are you making mistakes right now in your business that are costing you valuable time, energy, attention and money? I am committed to ensuring you have the legal, insurance, financial and tax systems you need in place to LIFT your life and business to the level of freedom you truly desire! We have a unique process in place for identifying where you may have leaky boundaries, unclear expectations and missed opportunities that put you at risk as well as what needs to happen to give you the freedom you truly desire. If you want to have more freedom in your business, make this the month you schedule yourself to meet with me for a LIFT Business Breakthrough Session. If you are one of the first 3 business owners to schedule during the month of July, I will waive your LIFT Business Breakthrough Session fee (a $500 value) as my gift to you and we will use the time to focus on how you can have the freedom you truly desire in your business. "See" you again next month The Team at New Law Business Model
  3. Hi PFL & FBL members! 👋 As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL's, you'll notice we tied the PFL special offer with the June Father's Day marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/june. PFL Offer: June is Dad's MONTH! We're officially designating every day in June, Father’s Day! Here's how to show the man of your life how much you appreciate him....and....shhhhh, do it for free! One of the best ways for you to show your partner you love him and your family is to help put all of your family's financial ducks in a row and make sure your kids are taken care of by people you LOVE… no matter what! Sometimes men are resistant to coming in for a Family Wealth Planning Session but absolutely LOVE it after they’ve gone through it! Be one of the first 10 people to schedule a session this month, and in addition I’ll include a gift certificate good for a dinner for two from his favorite spot to celebrate, I will waive the regular $750 Planning Session fee. My Father’s Day Gift Has a Value of over $800 but Is worth much more to your family. ✔️ Note to PFL's: The PFL article has red arrows in the place where you may replace your own links. We recommend to create a covered link/masked URL that is shortened and easily entered in manually since this is a hard copy newsletter and can't be clicked on. If you need help, please let us know. 🙂 The offer in CustomerHub will appear different and if you choose to use the Marketing Campaign Offer, we recommend you update the language in light of current circumstances with COVID dining restrictions. And for CBL/FBL's, you'll notice we tied the CBL special offer with the June Could Your Business Use a LIFT? marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-june. FBL Offer: Could Your Business Use a LIFT? Most ordinary lawyers are reactive to problems that arise, focused on documenting transactions that have already taken place or brought in reactively when something happens – we, on the other hand, serve you proactively by understanding you and your business and how we can help you LIFT your life and business to the next level. We have a unique process in place for identifying where your business could be far more efficient, effective and ultimately enjoyable for you and your stakeholders, including team members, customers, clients and vendors. While you may not be used to hearing about these kinds of things from your lawyers, we aren’t traditional lawyers. We’re here to truly help you have the life and business you want. If you want to be more proactive in your business, make this the month you schedule yourself to meet with me for a LIFT Business Breakthrough Session and determine what mistakes you’re making right now that are costing you valuable time, energy, attention and money. If you are one of the first 3 business owners to schedule during the month of June, I will waive your LIFT Business Breakthrough Session fee (a $500 value) as my gift to you. "See" you again next month The Team at New Law Business Model
  4. Hi PFL/CBL/FBL members! 👋 As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL's, you'll notice we tied the PFL special offer with the May Mother's Day marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/may. PFL Offer: May is Mom's MONTH! We're officially designating every day in May, Mother’s Day! Don’t you think moms deserve it? If you are a mom, you know you deserve it. Moms are super busy, preoccupied with work or kids or both! You almost never have time for yourself, so...We're Here To Do Something About It! One of the best ways for a mom to show you LOVE your family is to have all of your financial ducks in a row and make sure your kids are taken care of by people you LOVE … no matter what! If you are one of the first 10 moms to schedule your Family Wealth Planning Session now, I will give you a gift certificate for a mani/pedi to use as soon as we can all go out again AND a copy of the best-selling book on legal planning for families, Wear Clean Underwear: A Fast, Fun, Friendly-And Essential Guide To Legal Planning For Busy Parents when you come in to meet with me. In addition to the mani/pedi and the free book, I will waive the regular $750 Planning Session fee for any mom who makes an appointment this month for a “Family Wealth Planning Session.” My Mother’s Day Gift Has a Value of $795 but Is Worth MUCH More to Your Family. Note to PFL's: The PFL article has red arrows in the place where you may replace your own links. We recommend to create a covered link/masked URL that is shortened and easily entered in manually since this is a hard copy newsletter and can't be clicked on. If you need help, please let us know. 🙂 Additionally, we've updated the language of the offer so that it is relevant to current business restrictions. And for CBL/FBL's, you'll notice we tied the CBL special offer with the May Do You Want More Money and Time for Your Family? marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in [Ihttps://newlawbusinessmodel.customerhub.net/mmc-cbl-may. FBL Offer: More Money + Time For Your Family I am committed to saving you money and freeing you up to have more time for the life you want. We have a unique process in place for bringing your life and your business into alignment, priming your business for profits and keeping it that way. While you may not be used to hearing about these kinds of things from your lawyers, we aren’t traditional lawyers. We’re here to truly help you have the life and business you want. We guide you to map the life you want, and right align your revenue model to match. If you want more time with your family, without hurting your income, make this the month you schedule yourself to meet with me for a Money Map Life and Income Planning Session … and discover how you can design (or re-design) your business around your life, instead of the other way around. If you are one of the first 3 business owners to schedule during the month of May, I will waive your Money Map Life and Income Planning Session fee (a $997 value) as my gift to you. "See" you again next month The Team at New Law Business Model
  5. Hi PFL/FBL members! 👋 As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL's, due to the current reality with the COVID-19 pandemic, have replaced the April offer with September's, "Who Stays With Your Children?" marketing campaign due to it being more relevant. This offer can be found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/september. NOTE: You will need to replace the word "September" with "April" where bolded below: Offer: Who Stays With Your Children To make sure your kids are taken care of, you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones—and usually, a simple will is simply not good enough. When you and your spouse meet with us for a Family Wealth Planning Session, you will choose the right guardians for your kids and avoid making any of the 6 common mistakes most families (and even regular lawyers) make when naming legal guardians. Be one of the first 5 to schedule in April and we’ll waive our regular $750 planning session fee. Plus, you’ll take home a free copy of the bestselling book "Wear Clean Underwear" which will reveal the #1 Secret to Keeping Your Money AND Your Kids Safe. Discover how to pass on what really matters most -- no matter how much money you have. And for CBL/FBL's, you'll notice we did the same, replacing the April offer with September's, "Does Your Business Need Capital to Get to the Next Level of Impact and Income?" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-september. NOTE: You will need to replace the word "September" with "April" where bolded below: Offer: Does Your Business Need Capital to Get to the Next Level of Impact and Income? During This April, you can come to cash flow school right here in my office…schedule a LIFT Business Breakthrough Session (a $500 value) and, as my gift to you I’ll review your financials with you and show you a new methodology for finding all of the money you need to thrive and LIFT Your Life and Business to the Next Level. If you are one of the first 3 business owners to schedule during the month of April, I will waive your LIFT Business Breakthrough Session and we will use our time together to focus on the financial systems of your life and business. Stay safe and we'll "see you" next month! The NLBM Team
  6. Hi PFL/FBL members! 👋 As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL/FBL's, you'll notice we created a NEW special offer for the month, "Because You Care So Much" which is included in the newsletter, with an updated postcard coming to CustomerHub soon! NEW Offer: Because You Care So Much ... This month it's National Caregiver Appreciation Day, and you may not even known it was an official holiday. But, there are 65 million caregivers now, just in the US alone, and if you are one of them, we want to celebrate and appreciate you. Because you deserve it. And, as a caregiver, with so many people counting on you, you know how important it is to get your estate plan set up right, or fixed up, if it's been a while since you first got it handled. Did you know that unless your estate plan is set up properly and kept up to date it could cost your family as much as it costs you to buy a new car...or that your children could end up in the arms of a stranger...even if you have named guardians or have a will? In honor and appreciation of your caregiving, we have a special “We Appreciate Your Care” promotion. If you are one of the first 5 caregivers to book a Family Wealth Planning Session with us this month, we’ll waive our normal $750 planning session fee, plus send you out for a massage at our local massage place, after you come in for your planning session, so long as you do your homework ahead of time, and show up for your Session. That's how we reward you for doing what you know you need to do anyway. We see that as a win/win. So call today, schedule your Session, get your estate planning handled or updated, and have a massage on us. Thank you for your care! In the meantime you can use special offer with the "Luck of the Irish" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/march. And for FBL's, you'll notice we tied the CBL special offer with the March "Make Tax Time Easy Next Year" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-march. Offer: Make Tax Time Easy Next Year Did you know that there are actually two tax systems? One system for the tax-wise and another for those who pay more than they need to each and every year. Taxes are very likely the biggest business expense you have. Maybe you’ve had a sneaking suspicion that the accountant who files your taxes isn’t helping you take advantage of every opportunity, or perhaps you’ve been trying to do it yourself. If that’s the case, make this the month you schedule yourself to meet with us for a LIFT Foundation Audit of your legal, insurance, financial and tax systems. If you are one of the first 5 business owners to schedule during the month of March, I will take 50% off your Session + send you home with all of your important papers organized in a LIFT Your Business Foundation Organizer so you feel 100% confident about the legal, insurance, financial and tax parts of your business. "See" you again next month 🙂 The Team at New Law Business Model
  7. Hi PFL & FBL members! The February 💘 newsletters are ready! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail Haven't seen them yet? Go and grab them at the Webstore! 🛒 We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows that indicate each area that requires your customization. PFL's, you'll notice we tied the PFL special offer with the February - Vive Amore marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/february. Offer: Vive Amore – My Valentine’s Day Gift to You and Your Family! You're busy – preoccupied with work, kids or both – leaving you no time or energy to think about romance. I have a solution! One of the best ways to show that you LOVE your family is to have all of your affairs in order and make sure your kids are taken care of by people you LOVE if the unthinkable should happen to you and your spouse. My Valentine’s Day Gift to you has a value of $850, but is worth so much more to your family! If you are one of the first 5 families to make an appointment this month for an educational, informative Family Wealth Planning Session, I'll waive the regular $750 planning session fee, plus I’ll give you a $100 gift certificate to <top local restaurant>. Get a FREE Romantic Dinner for Two! Plus, Protect Your Family and Your Wealth. And for CBL/FBL's, you'll notice we tied the CBL special offer with the February - Give Love to Your Business marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-february. Offer: Show Your Business A Little Love This Valentine's It’s February, the month of love. Have you been giving your business enough of the right kind of love? This month, in honor of Valentine’s Day, we have a special "love up your business with LIFT" special going on here at Family Business Lawyer headquarters. Be one of the first 5 business owners to get on our calendar this month and we’ll get you organized with a LIFT Foundation Audit of your legal, insurance, financial and tax systems, cut our normal fee in half and send you home with all of your most important papers organized in a LIFT Your Business Foundation Organizer that will make it simple as can be for you to love your business in 2020. Oh, and be sure to ask us about 5 of the most loving things you can do for your business to give your business a little love! Note to FBL's: We have started to format your newsletter a bit differently to include both business and estate planning topics so that your business owner audience also receives information important to their estate planning needs. The offer and Q&A will also cater towards the business audience. If your audience is more families and doesn't include business owners, you can still utilize the PFL newsletter and just change the logos to FBL, which is how the FBL newsletters have traditionally been formatted. Let us know how you like this change and if this is helpful to your audiences. "See" you again next month! 👋 The Team at New Law Business Model
  8. Hi PFL & FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL's, you'll notice we tied the PFL special offer with the January 5 Most Loving Things in the New Year marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/january. Offer: Get Organized For Your Loved Ones It's a new year, which means a new chance to do what you've been putting off until the time is right. That time is now. While we don't like to think about getting sick or dying, the best way not to is to plan well and then put it out of your mind and live your life as if every day is your last. This month, in honor of the New Year, we have a special “get organized for your loved ones” special going on here at Personal Family Lawyer headquarters. Be one of the first 5 families to book a Family Wealth Planning Session and we’ll waive our normal fee and send you home with a Family Financial Freedom Notebook that will make it simple as can be for your family if anything happens to you. And for CBL/FBL's, you'll notice we tied the CBL special offer with the January 5 Most Loving Things You Can Do For Your Business In the New Year marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-january. Offer: Get Organized For Your Business It's a new year, which means a new chance to do what you've been putting off until the time is right. That time is now. This month, in honor of the New Year, we have a special “get organized” for your business special going on here at Family Business Lawyer headquarters. Be one of the first 5 business owners to get on our calendar this month and we’ll get you organized with a complete LIFT Foundation Audit of your legal, insurance, financial and tax systems, cut our normal fee in half and send you home with all of your most important papers organized in a LIFT Your Business Foundation Organizer that will make it simple as can be for your business to grow to the greatest heights you can dream up in 2019. Oh, and be sure to ask us about the 5 most loving things you can do for your business in the New Year to make 2019 your best year ever! Note to FBL's: We have started to format your newsletter a bit differently to include both business and estate planning topics so that your business owner audience also receives information important to their estate planning needs. The offer and Q&A will also cater towards the business audience. If your audience is more families and doesn't include business owners, you can still utilize the PFL newsletter and just change the logos to FBL, which is how the FBL newsletters have traditionally been formatted. Let us know how you like this change and if this is helpful to your audiences. "See" you again next year! 🍾 Happy Holidays! 🎄 The Team at New Law Business Model
  9. Happy December 🎄 PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. December is the perfect month to start your newsletter marketing strategy! Haven't seen them yet? Go and grab them! Need help? We can support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters Additionally, December is a great time to use our additional Marketing Campaign "Back From the Dead" letter, for prospects that didn't engage with you during the year. See the overview on how to use this strategy in the campaign section links below. PFL's, you'll notice we tied the PFL special offer with the December - Gift of Love marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/december. Offer: Give the Gift of Love This Holiday It is at this time of year, that I am continuously reminded that one of the ultimate gifts we can give is the gift of ensuring we have done everything possible to take care of our personal affairs so that if and when something happens to us, things will be as simple as possible for the people we love. So this year my gift to you, as people I care about, is an offer of a Family Wealth Planning Session (“FWPS”). I typically charge $750.00 for this two-hour, comprehensive session. During these sessions, we review what you do or don’t have in place to ensure the well-being and care of everything you own and everyone you love, in the event something happens to you. If you have nothing in place now, we will discover whether the State’s plan for you is sufficient, and if it is not, we will design a plan to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, we will review whether it still reflects your current wishes, assets, and most up-to-date laws. Whether you need a new plan or not, just this process alone will get you more financially organized than ever before and will provide total clarity around what you need in order to ensure you’ve handled your personal affairs in the most loving way possible. Call today to schedule your Family Wealth Planning Session and we can start 2020 off right, with the peace of mind of knowing you’ve done everything to plan for, and make life as good and easy as possible for those you love. And for CBL/FBL's, you'll notice we tied the CBL special offer with the LIFT Your Life & Business marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-december. Offer: LIFT Your Life & Business + Benefit the Community This Holiday Season During this December, it's time for you to LIFT Your Life & Business + benefit the community this Holiday Season. If you are one of the first 3 business owners to pay regular price for a LIFT Business Strategy Session ($500), I will gift you the LIFT Foundation System & Toolkit, (a $1,997 training program + legal templates + implementation maps), which has everything you need to guarantee 100% confidence in the foundation of your business. Plus, I will gift $200 in your name to our local Food Bank to feed families this Holiday Season. Simply call me at XXX-XXX-XXXX and say you want the “December LIFT Business Strategy Session + Toolkit Special” and when you schedule, we’ll also donate $200 in your name to our local Food Bank to feed families this Holiday Season. Please call now because this gift is limited to the first 3 business owners who make an appointment this month. Note to FBL's: We have started to format your newsletter a bit differently to include both business and estate planning topics so that your business owner audience also receives information important to their estate planning needs. The offer and Q&A will also cater towards the business audience. If your audience is more families and doesn't include business owners, you can still utilize the PFL newsletter and just change the logos to FBL, which is how the FBL newsletters have traditionally been formatted. Let us know how you like this change and if this is helpful to your audiences. Happy Holidays! "See" you again next year 🙂 The Team at New Law Business Model
  10. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them and get started! Monthly newsletters should be sent to your house list, every month! Not only to stay in front of your audience, but this is a great method to announce your upcoming events as well. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. Don't have time to do it yourself? We are happy to support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL's, you'll notice we tied the PFL special offer with the November - Giving Thanks marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/november. Offer: Giving Thanks I have much to be thankful for - not the least of which is being able to serve the <name of community> community. As my way of giving back and saying “thank you”, I'm going to not only help you and your family but also help the less fortunate members of our community during this Thanksgiving season. A gift your family will thank you for ...for generations to come. Here’s something important you need to know that directly affects your family: To ensure your loved ones know exactly what to do and how to handle your things after you are gone, PLUS make sure your kids are taken care of by people you love if the unthinkable should happen...CALL NOW. Taking care of these things you’ve been putting off is how you show your loved ones your gratitude and appreciation this holiday season! If you own a home and have minor children, and make an appointment this month for a “Family Wealth Planning Session”, I will waive my regular $750 planning fee, plus make a donation of $100 to our local food bank in your name. During your FREE Planning Session you and your spouse will choose the right guardians for your kids and avoid making the six common mistakes! The Planning Session is absolutely FREE and there is NO OBLIGATION and NO PRESSURE. Plus, when you make an appointment now, I’ll donate $100.00 in your name to our local community food bank. So by taking care of YOUR family, you will also be taking care of a family who needs your help this holiday season. And for CBL/FBL's, you'll notice we tied the CBL special offer with the November - LIFT Your Life & Business + Benefit the Community This Thanksgiving Season marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-november. Offer: LIFT Your Life & Business + Benefit the Community This Thanksgiving Season Due to my work with business owners, I’ve discovered that most secretly lack confidence when it comes to the legal, insurance, financial and tax parts of their businesses. And they don’t share it with anyone, instead either ignoring critical parts of their foundation or attempting to hire out the parts they don’t understand to ensure it’s taken care of, and then often finding out, it wasn’t. Unfortunately, when it’s not taken care of, the one who pays the price is you, even if it was someone else’s fault. As a business owner, you are ultimately responsible for all of it. This November, for the first 3 business owners who make an appointment and pay regular price for a LIFT Business Breakthrough Session ($500), I will gift the LIFT Foundation System & Toolkit, (a $1,997 training program + legal templates + implementation maps) + gift $100 in your name to our local Food Bank to feed families this Thanksgiving. During the LIFT Business Breakthrough Session, we will identify where you may have leaky boundaries, unclear expectations and missed opportunities that put you at risk so you can feel confident in your business, while also helping families in need this Thanksgiving. Note to FBL's: We have started to format your newsletter a bit differently to include both business and estate planning topics so that your business owner audience also receives information important to their estate planning needs. The offer and Q&A will also cater towards the business audience. If your audience is more families and doesn't include business owners, you can still utilize the PFL newsletter and just change the logos to FBL, which is how the FBL newsletters have traditionally been formatted. Let us know how you like this change and if this is helpful to your audiences. "See" you again next month 🙂 Happy Thanksgiving! 🦃 The Team at New Law Business Model
  11. Hi PFL/CBL/FBL members! Happy Autumn! 🍁As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with the October "Scary Offer and Tax Time" marketing campaigns found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/october. Offer: Spootacular Offer to Protect Your Kids and Get Dinner for Two You are busy. Preoccupied with work or kids or both! You have so much on your plate that sometimes you don’t think you have a “ghost of chance” to get to everything that needs to be done now, let alone plan for the future. Am I right? The only way for you to have a “ghost of a chance” to protect your assets and make sure your kids are taken care of by the people you LOVE if the unthinkable should happen to you and your spouse…is to PLAN NOW. When you are one of the first 5 to make an appointment this month for a Family Wealth Planning Session, I will waive the regular $750 planning fee and give you a gift certificate for a "Spooktacular Dinner for Two"! Call now before this offer vanishes like Dracula at sunrise! And for CBL's, you'll notice we tied the CBL special offer with the October "Would You Love to Feel 100% Confident About the Foundation of Your Business?" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-october Offer: Would You Love to Feel 100% Confident About the Foundation of Your Business? This October, it’s time for you to get 100% secure with the foundation of your business. If you are one of the first 3 businesses to pay regular price for a LIFT Your Life and Business Planning Session ($500), I will gift you the LIFT Foundation System & Toolkit, (a $1,997 training program + legal templates + implementation maps), which has everything you need to guarantee 100% confidence in the foundation of your business. "See" you again next month 🙂 The Team at New Law Business Model
  12. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL's, you'll notice we tied the PFL special offer with the September Who Stays With Your Children marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/september. Offer: Who Stays With Your Children You Spend Hours Agonizing Over Who Stays With Your Children When You Run to the Store or Go to Work...But Have You Given the Same Attention to Who Would be With Them if You Were in an Accident or Raise Them if You Died? (Hint: A Will is NOT Enough!) Of course we don't like to think about not being there for our kids without us. However, by planning ahead you can have peace of mind knowing they will be ok and live the life you'd like them to. To make sure your kids are taken care of, you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones—and usually, a simple will is simply not good enough. When you and your spouse meet with us for a Family Wealth Planning Session, you will choose the right guardians for your kids and avoid making any of the 6 common mistakes most families (and even regular lawyers) make when naming legal guardians. Be one of the first 5 to schedule in September and we’ll waive our regular $750 planning session fee. Plus, you’ll take home a free copy of the bestselling book "Wear Clean Underwear" which will reveal the #1 Secret to Keeping Your Money AND Your Kids Safe. Discover how to pass on what really matters most -- no matter how much money you have. And for CBL/FBL's, you'll notice we tied the CBL special offer with the September Does Your Business Need Capital to Get to the Next Level of Impact and Income? marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-september. Offer: Does Your Business Need Capital to Get to the Next Level of Impact and Income? Due to my work with business owners over the years, and as a business owner myself, my guess is that you are not adequately reviewing the numbers of your business to know how to get where you want to go -- and feeling the financial crunch far more often than is necessary. Knowing how to look at the financials of your business to ensure you have the money you need to grow your business and thrive in your life at the same time is crucial. During This September, as the kids get back to school, you can come to cash flow school right here in my office…come in for a LIFT Your Life and Business Planning Session (a $500 value) and, as my gift to you I’ll review your financials with you and show you a new methodology for finding all of the money you need to thrive and LIFT Your Life and Business to the Next Level. If you are one of the first 3 business owners to schedule during the month of September, I will waive your LIFT Your Life and Business to the Next Level Planning Session fee and we will use our time together to focus on the financial systems of your life and business. Note to FBL's: We have started to format your newsletter a bit differently to include both business and estate planning topics so that your business owner audience also receives information important to their estate planning needs. The offer and Q&A will also cater towards the business audience. If your audience is more families and doesn't include business owners, you can still utilize the PFL newsletter and just change the logos to FBL, which is how the FBL newsletters have traditionally been formatted. Let us know how you like this change and if this is helpful to your audiences. "See" you again next month 🙂 The Team at New Law Business Model
  13. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL's, you'll notice we tied the PFL special offer with the August's "Back to School" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/august. Offer: Back to School To make sure your kids are not taken into the care of strangers, even for a minute, you must set up a Comprehensive Kids Protection Plan. And you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones—and usually, a simple will is simply not good enough. When you and your parenting partner meet with us for a Family Wealth Planning Session, you will choose the right guardians for your kids and avoid making any of the 6 common mistakes most families (and even regular lawyers) make when naming legal guardians. Be one of the first 5 to schedule in August and we’ll waive our regular $750 planning session fee. Plus, you’ll take home a free SmartID Stick, which electronically stores your children's essential information. Put it in their school backpack and know they will always be taken care of by people you love. And for CBL/FBL's, you'll notice we tied the CBL special offer with the August's "Do You Need to Go Back to School to LIFT Your Life and Business to the Next Level?" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-august. Offer: Do You Need to Go Back to School to LIFT Your Life and Business to the Next Level? During this August, back to school month, come in for a LIFT Your Life and Business Planning Session (a $500 value) as my gift to you and I’ll give you a personal education on the Legal, Insurance, Financial and Tax Systems you need to LIFT Your Life and Business to the Next Level. If you are one of the first 3 business owners to schedule during the month of August, I will waive your LIFT Your Life and Business to the Next Level Session fee and we will use the time to focus on how you can have the freedom you truly desire in your business. Note to FBL's: We have started to format your newsletter a bit differently to include both business and estate planning topics so that your business owner audience also receives information important to their estate planning needs. The offer and Q&A will also cater towards the business audience. If your audience is more families and doesn't include business owners, you can still utilize the PFL newsletter and just change the logos to FBL, which is how the FBL newsletters have traditionally been formatted. Let us know how you like this change and if this is helpful to your audiences. "See" you again next month 🙂 The Team at New Law Business Model
  14. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL's, you'll notice we tied the PFL special offer with the July "Gain Freedom" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/july. Offer: July is Freedom Month! Since July is the month of Freedom, I want to help you enjoy the freedom of knowing your financial house is in order and your kids & money will be taken care of by the people you know and trust...no matter what! That is why I'm going to give the first 5 people who call my office a complimentary Family Wealth Planning Session (valued at $750) where I will make sure your kids and family are totally taken care of no matter what so you can have absolute peace of mind. Plus, you’ll receive a Family Financial Freedom Organizer to keep your financial house in order. And for CBL/FBL's, you'll notice we tied the CBL special offer with the July "Isn't it Time Your Business Provided You With The Freedom You Truly Desire?" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-july. Offer: Isn’t It Time Your Business Provided You With the Freedom You Truly Desire? Are you making mistakes right now in your business that are costing you valuable time, energy, attention and money? I am committed to ensuring you have the legal, insurance, financial and tax systems you need in place to LIFT your life and business to the level of freedom you truly desire! We have a unique process in place for identifying where you may have leaky boundaries, unclear expectations and missed opportunities that put you at risk as well as what needs to happen to give you the freedom you truly desire. Note to FBL's: We have started to format your newsletter a bit differently to include both business and estate planning topics so that your business owner audience also receives information important to their estate planning needs. The offer and Q&A will also cater towards the business audience. If your audience is more families and doesn't include business owners, you can still utilize the PFL newsletter and just change the logos to FBL, which is how the FBL newsletters have traditionally been formatted. Let us know how you like this change and if this is helpful to your audiences. "See" you again next month 🙂 The Team at New Law Business Model
  15. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with the June "Father's Day" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/june. Offer: Father's Day Be one of the first 10 people to schedule a session this month, and in addition to a gift certificate good for a pitcher of beer and dinner for two at your husbands favorite sports bar so your husband can relax, watch the game and enjoy himself, I will waive the regular $750 Planning Session fee. My Father’s Day Gift Has a Value of over $800 but Is Worth MUCH More to Your Family. And for CBL's, you'll notice we tied the CBL special offer with the June "Could Your Business Use a LIFT?" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-june. Offer: Could Your Business Use a LIFT? If you are one of the first 3 business owners to schedule during the month of June, I will waive your LIFT Your Life and Business Planning Session fee (a $500 value) as my gift to you. "See" you again next month 🙂 The Team at New Law Business Model
  16. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. We've received feedback and we will be working on getting this newsletter posted earlier than it has been so that you have more lead time to work with your team to print and send to your list. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Learn more in the PFL Webstore found here: http://pflwebstore.com/pfl-and-fbl-resources/marketing-communications/. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with the May "Mother's Day" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/may. Offer: Mother's Day One of the best ways for a mom to show you LOVE your family is to have all of your financial ducks in a row and make sure your kids are taken care of by people you LOVE … no matter what! If you are one of the first 10 moms to schedule your Family Wealth Planning Session now, I will give you a gift certificate for a mani/pedi AND a copy of the hot new book, Wear Clean Underwear: A Fast, Fun, Friendly-And Essential Guide To Legal Planning For Busy Parents when you come in to meet with me. In addition to the mani/pedi and the free book, I will waive the regular $750 Planning Session fee for any mom who makes an appointment this month for a “Family Wealth Planning Session.” My Mother’s Day Gift Has a Value of $795 but Is Worth MUCH More to Your Family. And for CBL's, you'll notice we tied the CBL special offer with the May "Do You Want More Money and Time For Your Family?" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-may. Offer: Do You Want More Money and Time For Your Family? If you want more time with your family, without hurting your income, make this the month you schedule yourself to meet with me for a Money Map Life and Income Planning Session … and discover how you can design (or re-design) your business around your life, instead of the other way around. If you are one of the first 3 business owners to schedule during the month of May, I will waive your Money Map Life and Income Planning Session fee (a $997 value) as my gift to you. "See" you again next month 🙂 The Team at New Law Business Model
  17. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with the April "Tax Season" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/april. Offer: Get Organized for Tax Time For many, April is a stressful, nerve wracking time of year because it's tax season. But I’m going to give the first 5 of you who call my office two gifts (valued at $1,495) that’ll have you calm, cool, and collected knowing that your financial and legal affairs are in order moving forward. Gift#1 is a complimentary Whole Family Wealth Audit & Family Wealth Planning Session where I will make sure your financial house is in order for tax time and that your legal house is in order for a lifetime. Gift#2 is that I’m going to organize all of your important tax and legal documents for you in one of our Family Financial Freedom Notebooks. After we meet you will be able to put your hands on every important legal and financial document you may need for tax purposes in the short term or in case of an emergency in the long term. ____________________ And for CBL's, you'll notice we tied the CBL special offer with the April "Did you Overspend on Taxes This Year?" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-april. Offer: Did You Overspend on Taxes This Year? Was last month stressful and nerve wracking because you are afraid you may have paid too much in taxes? Or did you not file at all? If either is the case, your tax reality is holding the growth of your business back. Strategic tax planning can be the very best investment you make for your business. And allowing us to support you here, to ensure your tax strategy is well considered and carried out (and not just talked about) is an excellent idea. In addition, if you are not reviewing your profit and loss (P&Ls) every month, strategically, my guess is that you’re paying way more than you need to be in taxes, and also missing out on great business opportunities and focusing your energy in the wrong places. Monthly P&L reviews with your bookkeeper and your key strategic financial and legal advisor (that’s us!) is your key to paying the smallest amount possible in taxes plus making great decisions for the growth of your business. If you are one of the first 5 businesses to book an appointment during the month of April, I will take 50% off your Session + give you the LIFT Foundation System (regularly $997) with all of the education you need to feel 100% confident about the legal, insurance, financial and tax parts of your business and I will also meet with you and your bookkeeper for a comprehensive review of your Profit and Loss Statement to find missed opportunities and expenses you could be deducting (a $1250 value). "See" you again next month 🙂 The Team at New Law Business Model
  18. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with the March "Luck of the Irish (Kids)" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/march Offer: The Luck of the Irish is With Ya... This month, I'm going to SHOCK YOU, then give you a gift more powerful than a blarney stone or four leaf clover. Did you know that unless your estate plan is set up properly and kept up to date it could cost your family as much as it costs you to buy a new car...or that your children could end up in the arms of a stranger...even if you have named guardians or have a will? In honor of having "the luck of the Irish", we have a special “St Patrick's Day” special. If you are one of the first 5 families to book a Family Wealth Planning Session, we’ll waive our normal fee and make it simple to ensure your Spouse, Children, & Assets are Totally Protected. ------------------- And for CBL's, you'll notice we tied the CBL special offer with the March "Make Tax Time Easy Next Year" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-march Offer: Were You Prepared This Tax Season? Did you know that there are actually two tax systems? One system for the tax-wise and another for those who pay more than they need to each and every year. Taxes are very likely the biggest business expense you have. Maybe you’ve had a sneaking suspicion that the accountant who files your taxes isn’t helping you take advantage of every opportunity, or perhaps you’ve been trying to do it yourself. If that’s the case, make this the month you schedule yourself to meet with us for a LIFT Foundation Audit of your legal, insurance, financial and tax systems. If you are one of the first 5 business owners to schedule during the month of March, I will take 50% off your Session + send you home with all of your important papers organized in a LIFT Your Business Foundation Organizer so you feel 100% confident about the legal, insurance, financial and tax parts of your business. "See" you again next month :) The Team at New Law Business Model
  19. Hi PFL/CBL/FBL members! As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with the February "Vive Amore" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/february. Offer: Vive Amore – My Valentine’s Day Gift to You and Your Family! You're busy – preoccupied with work, kids or both – leaving you no time or energy to think about romance. I have a solution! One of the best ways to show that you LOVE your family is to have all of your affairs in order and make sure your kids are taken care of by people you LOVE if the unthinkable should happen to you and your spouse. My Valentine’s Day Gift to you has a value of $850, but is worth so much more to your family! If you are one of the first 5 families to make an appointment this month for an educational, informative Family Wealth Planning Session™, I'll waive the regular $750 planning session fee, plus I’ll give you a $100 gift certificate to <top local restaurant>. Get a FREE Romantic Dinner for Two! Plus, Protect Your Family and Your Wealth. And for CBL's, you'll notice we tied the CBL special offer with the February "Give Love To Your Business" marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-february. Offer: Show Your Business A Little Love This Valentine's It’s February, the month of love. Have you been giving your business love? This month, in honor of Valentine’s, we have a special “get organized” for your business special going on here at Creative Business Lawyer® headquarters. Be one of the first 5 business owners to get on our calendar this month and we’ll get you organized in our LIFT Foundation Audit of your legal, insurance, financial and tax systems, cut our normal fee in half and send you home with all of your most important papers organized in a LIFT Your Business Foundation Organizer that will make it simple as can be for you to love your business in 2019. Oh, and be sure to ask us about 5 of the most loving things you can do for your business to give your business a little love! "See" you again next month 🙂 The Team at New Law Business Model
  20. Hi PFL, CBL, and FBL Members! You'll find both PDF and DOC newsletter files for your convenience in Customer Hub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows in the PDF version. These indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with the January marketing campaigns called "5 Most Loving Things in the New Year" found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/client-attraction-resources. Offer: Get Organized For Your Loved Ones It's a new year, which means a new chance to do what you've been putting off until the time is right. That time is now. While we don't like to think about getting sick or dying, the best way not to is to plan well and then put it out of your mind and live your life as if every day is your last. This month, in honor of the New Year, we have a special “get organized for your loved ones” special going on here at Personal Family Lawyer® headquarters. Be one of the first 5 families to book a Family Wealth Planning Session™ and we’ll waive our normal fee and send you home with a Family Financial Freedom Notebook that will make it simple as can be for your family if anything happens to you. ------------------------ And for CBL's, you'll notice we tied the CBL special offer with the November "5 Most Loving Things You Can Do For Your Business In the New Year" for business owners marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/cbl2-module-2-attracting-clients. Offer: Get Organized For Your Business It's a new year, which means a new chance to do what you've been putting off until the time is right. That time is now. This month, in honor of the New Year, we have a special “get organized” for your business special going on here at Creative Business Lawyer® headquarters. Be one of the first 5 business owners to get on our calendar this month and we’ll get you organized with a complete LIFT Foundation Audit of your legal, insurance, financial and tax systems, cut our normal fee in half and send you home with all of your most important papers organized in a LIFT Your Business Foundation Organizer that will make it simple as can be for your business to grow to the greatest heights you can dream up in 2019. Oh, and be sure to ask us about the 5 most loving things you can do for your business in the New Year to make 2019 your best year ever! "See" you again next month 🙂 The Team at New Law Business Model
  21. Hi PFL, CBL, and FBL Members! You'll find both PDF and DOC newsletter files for your convenience in Customer Hub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows in the PDF version. These indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail CBL: https://newlawbusinessmodel.customerhub.net/cbl2-module-6-monthly-newsletters PFL/FBL's, you'll notice we tied the PFL/FBL special offer with one of the two December marketing campaigns called "Gift of Love" found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/client-attraction-resources. The second December Marketing campaign offered is around reviving your prospect list and is called "Back From the Dead" but is not an offer we recommend placing in your newsletter. Offer: Give the Gift of Love This Holiday It is at this time of year, that I am continuously reminded that one of the ultimate gifts we can give is the gift of ensuring we have done everything possible to take care of our personal affairs so that if and when something happens to us, things will be as simple as possible for the people we love. So this year my gift to you, as people I care about, is an offer of a Family Wealth Planning Session (“FWPS”). I typically charge $750.00 for this two-hour, comprehensive session. During these sessions, we review what you do or don’t have in place to ensure the well-being and care of everything you own and everyone you love, in the event something happens to you. If you have nothing in place now, we will discover whether the State’s plan for you is sufficient, and if it is not, we will design a plan to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, we will review whether it still reflects your current wishes, assets, and most up-to-date laws. Whether you need a new plan or not, just this process alone will get you more financially organized than ever before and will provide total clarity around what you need in order to ensure you’ve handled your personal affairs in the most loving way possible. Call today to schedule your Family Wealth Planning Session and we can start 2019 off right, with the peace of mind of knowing you’ve done everything to plan for, and make life as good and easy as possible for those you love. I have much to be thankful for - not the least of which is being able to serve the <name of community> community. As my way of giving back and saying “thank you”, I'm going to not only help you and your family but also help the less fortunate members of our community during this Thanksgiving season. A gift your family will thank you for ...for generations to come. Here’s something important you need to know that directly affects your family: To ensure your loved ones know exactly what to do and how to handle your things after you are gone, PLUS make sure your kids are taken care of by people you love if the unthinkable should happen...CALL NOW. Taking care of these things you’ve been putting off is how you show your loved ones your gratitude and appreciation this holiday season! If you own a home and have minor children, and make an appointment this month for a “Family Wealth Planning Session”, I will waive my regular $750 planning fee, plus make a donation of $100 to our local food bank in your name. During your FREE Planning Session you and your spouse will choose the right guardians for your kids and avoid making the six common mistakes! The Planning Session is absolutely FREE and there is NO OBLIGATION and NO PRESSURE. Plus, when you make an appointment now, I’ll donate $100.00 in your name to our local community food bank. So by taking care of YOUR family, you will also be taking care of a family who needs your help this holiday season. ------------------------ And for CBL's, you'll notice we tied the CBL special offer with the November "LIFT Your Life & Business + Benefit the Community This Holiday Season" for business owners marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/cbl2-module-2-attracting-clients. Offer: LIFT Your Life & Business + Benefit the Community This Holiday Season During this December, it's time for you to LIFT Your Life & Business + benefit the community this Holiday Season. If you are one of the first 3 business owners to pay regular price for a LIFT Your Life and Business Planning Session ($500), I will gift you the LIFT Foundation System & Toolkit, (a $1,997 training program + legal templates + implementation maps), which has everything you need to guarantee 100% confidence in the foundation of your business. Plus, I will gift $200 in your name to our local Food Bank to feed families this Holiday Season. Simply call me at XXX-XXX-XXXX and say you want the “December LIFT Your Life and Business Planning Session + Toolkit Special” and when you schedule, we’ll also donate $200 in your name to our local Food Bank to feed families this Holiday Season. Please call now because this gift is limited to the first 3 business owners who make an appointment this month. "See" you again next month 🙂 The Team at New Law Business Model
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