YOUR CLIENTS NEED YOU AND YOU OWE IT TO YOURSELF.
Discover how The Renegade Attorney program will enable you to offer truly holistic advice to your clients while adding a recurring source of revenue to your business.
Hi, I'm Dan Cuprill.
I've been a financial advisor for 25 years. In that time, I've helped numerous attorneys like yourself transform their practices into profit-generating, lifestyle businesses.
I've done it by teaching them the same systems and strategies I've implemented in my own $200 million financial planning practice.
It all starts with creating your own Wealth Planning and Coaching Department.
Let me share with you a simple fact of life…
The financial advisors who are sending referrals to you for estate planning are probably earning anywhere from 2 to 10 times what you earn per client.
For example, let's assume a financial advisor sends you a client with a liquid net worth of $1 million.
If you do a typical living trust for that client, how much do you make?
Here's what the advisor makes: $7500 to $10,000. And not just once.
The advisor makes that fee each and every year that person remains a client.
Chances are the advisor also collected a four-figure planning fee and a ten-figure commission on life insurance.
Let's face it… it's a much better business model than what many attorneys employ. A lot of attorneys I know make money one client at a time with little or no recurring revenue.
Here's something else I believe to be a fact given my years of experience: Many of your clients wish you could assist them beyond legal work.
They trust you. They know you're smart. And they know you have taken a fiduciary oath.
You cannot say that about the average financial advisor. I’m sorry… that’s just how I feel having been one for over 25 years and running my own firm with assets over $200 million.
Your clients need you to help them in this area.
So, how realistic is it for you to start a Wealth Planning & Coaching department in your law firm where you collect planning fees, asset under management fees, and insurance commissions?
Well, take it from Ryan Denman, an attorney who's done it:
"The decision to add financial services to our legal practice
more than doubled both our revenue and profit. Even though we are in a relatively small market, we presently manage over $200 million of assets for over 300 families. Using an approach similar to Dan's, we are still able to focus first on our obligation as an attorney."
Ryan M. Denman, Esq., Duffy Law Firm & Abundance Financial Coaching, Davenport, IA
So, how do you add financial services to your practice?
As I see it, you have 3 options:
Get your CFP® designation. It's a 2-year process, and while it's not nearly as difficult as passing the bar exam, you will need to dedicate a fair amount of time to learning a new craft. After you do this, you’ll then need to figure out what systems to implement to make this idea a reality.
Hire an established financial advisor to create the division for you. This is the fastest route, but it could cost you as much as $100,000 a year, and if that advisor leaves your firm, they could take all the clients with them.
Utilize an established process designed to put these systems in place, and in many cases, do almost all the work for you, at a fraction of the cost. These will be your clients. You simply employ an organization to consult and assist you through the process.
That's why I created the Renegade Attorney program.
To provide attorneys a TURNKEY system to add financial services to their business.
Here's everything you receive as a member of Renegade Attorney:
Hands-On Compliance Support
When it comes to setting up a financial advisory entity alongside your law firm, navigating the compliance landscape can be tricky. We're there to help you through each step of the process to ensure you're in compliance with all rules and regulations.
AdvisorPreneur
My "System of Systems," the AdvisorPreneur program will provide you with everything you need to launch your Wealth Planning and Coaching Department in 90 days. These systems include Metrics, Profitability, Marketing, Selling, Automation, Client Retention, and Family Office management. I use them every day in my own wealth planning firm.
Renegade Marketing
A Turn-key marketing system that includes the book ‘The Reluctant Advisor’ and all the necessary materials to host a client workshop for your existing legal clients. My team will assist you with writing the introduction to your own version of ‘The Reluctant Advisor.’ We will also provide you with all necessary materials to promote your new division to your current clients. This includes both seminar and webinar materials.
Full backroom planning support
from our planning firm, Money & Clarity, to write financial plans if you don't wish to do it yourself. We'll not only write the plans for you, we'll arrange a video call to review the analysis with your client and you.
Ready to get started? Then click the button below to schedule a call with Wes, our head of sales.
Why Renegade Attorney is exactly what you're looking for:
With Renegade Attorney, you can dramatically increase your revenue, meet all the financial needs of your clients (not just legal), save money on marketing, increase your level of referrals, and have the benefit of a highly qualified planning firm at your disposal.
Perhaps more importantly, Renegade Attorney will:
Generate recurring revenue from existing clients.
Reduce the need to find new clients to keep up with your overhead.
Give you more free time to spend away from work.
Earn you the income you always expected when you enrolled in law school.
But don't just take my word for it.
“Implementing Dan’s systems was one of the most powerful steps I took to expand my firm into asset management and financial planning.”
Carrie Quraishi, Esq., Quraishi Law Firm & Wealth Management, Jonesboro, AR
“A lot of programs will tell you what to do. Dan’s program does it for you. Almost full implementation. A no-brainer.”
Bob Martin, Esq., Martin Law Firm, Wichita, KS
So, what does all this cost you?
First, let's review everything you get:
AdvisorPreneur
My "System of Systems," the AdvisorPreneur will provide you with everything you need to launch your Wealth Planning and Coaching Department in 90 days. These systems include Metrics, Profitability, Marketing, Selling, Automation, Client Retention, and Family Office management. I use them every day in my own wealth planning firm.
Renegade Marketing
A Turn-key marketing system that includes the enclosed book ‘The Reluctant Advisor’ and all the necessary materials to host a client workshop for your existing legal clients. My team will assist you with writing the introduction to your own version of ‘The Reluctant Advisor.’ We will also provide you with all necessary materials to promote your new division to your current clients. This includes both seminar and webinar materials.
Full backroom planning support
from our planning firm, Money & Clarity, to write financial plans if you don't wish to do it yourself. We'll not only write the plans for you, we'll arrange a video call to review the analysis with your client and you.
Hiring a financial advisor to do all this for you will easily cost over $100,000 a year.
Our Renegade Attorney program costs just a fraction of that.
It's just 12 installments of $1,667.
And because we don't believe in buyer's remorse, you have 30 days to decide if the program is right for you.
If it isn't, we'll refund your money, no questions asked.
Lastly, this program isn't for everyone.
Less than half of the attorneys I know are a good fit for this program!
So rather than just throw it out there and ask people to buy, there is an application process. And trust me…this is not some “hard to get” ploy. This program gives attorneys access to some of the most important people in my life. I’m an overprotective parent when it comes to this team of professionals. They are truly the best at what they do.
If you think Renegade Attorney might work for you, click below to book a call with us.
Also, capacity for this program is limited. So, while we offer it to all that qualify, we will limit the start dates to assure our quality and capacity is not challenged.
Best regards,
Dan Cuprill, CFP®