Our Mission Is Simple
We Are Looking For Qualified Estate Attorneys We Can Nurture In Growing Their Business While Simultaneously Providing Goodwill To Our Community.
Here's What You Get As A Member:
Members Get Their Own Fully Automated
Planning Community Event
Prospecting is hard, time consuming, and difficult to scale. Our educational platform will quickly become the center piece in your marketing. This unique platform will turn cold prospects into hot leads who are ready to buy your services, and its completely automated!
Members Get Access To Exclusive Training On
How To Succeed With Planning Community Events
Creating an event that turns prospects into clients is a delicate art form so we provide training videos, 1-on-1 support, and examples from other members to make sure you get it right the first time.
Members Get Access To Group
Coaching Calls Hosted By Industry Leaders
Twice a month you will be able to join a coach over zoom for a 90 minute group call. Each call will have a topic related to questions submitted by other members.
Accelerate Your Growth By Working Alongside A Select Group Of Professionals and Industry Leaders
Requirements For Memberships
Because it's so important that we keep the Planning Community brand in good standing we have strict requirements for who we allow on the platform. There is a required application and interview process.
Top 5 Reasons Professionals Are Joining
Here's What People Are Saying About
The Planning Community Events
A helpful introduction by knowledgeable professionals
Deborah L., maryland
Yesterday I attended an educational workshop sponsored by the Planning Community. The Workshop was a helpful introduction by knowledgeable, established professionals. Both presenters provided the information and case studies. Presenters were available for Q&A. I highly recommend the Planning Community and will gladly join future events.
It took a foreign concept and made it very easy to understand. The pace was fantastic; just the right amount of information.
Sally S., Georgia
I plan to get the rest of my questions answered at the free private consultation. Well done and a good service. Thank you.
Bea T., minneapolis
The information presented was valuable to me. I liked that it was clear, concise, fast moving, had examples and under an hour.
Laura M., Colorado
Here's What Professionals Are Saying About
Our Educational Platform
"I would highly recommend this to anyone interested in a virtual environment."
michael m., Colorado
"The way I build my pipeline of referrals has always been with workshops at libraries, community centers and restaurants. On May 7, 2020, all of those venues were closed due to CoVid-19. I thought I was out of business. Spencer started marketing my workshops using webinars and online advertising. I am now doing 4-5 Zoom meetings a day and my caseload is actually expanding rather than contracting. I would highly recommend this to anyone interested in marketing and growing their business using a virtual environment.
"If you're looking for a way to grow your business, I highly recommend the Planning Community."
Felipe Y., Colorado
"I reduced my workload by 20 hours a week! Now I Can focus on what I enjoy most, growing my company!"
Henry K. | New York
"After a little set up work, this method runs in the background so it takes very little of my time."
bruce l., Colorado
"We have so much automation, that by the time I'm involved it's a really hot lead."
CHANTAL D., COLORADO
Frequently Asked Questions
Who Is Your Typically Attendee For The Events?
Our community is for people in or near retirement. That being said the average attendee is 62 years old, with around 800K in assets. It's not uncommon to find outliers with more. It varies a lot based the geological area. We work with you to target attendees in higher net worth zip codes.
What Kind Of Professionals Can Join?
We are focused on recruiting Estate Planning Attorneys and Financial Advisors. However any kind of professional who works with people preparing for retirement is welcome to submit an application. If we feel it is the right fit, we will reach out and continue the conversation.
I submitted an application. Will I be accepted?
Everyone who submits an application goes through a verification process and then interview to ensure they are a good fit for the planning community brand. If you do not meet our requirements, you will not be accepted.
Can my membership be revoked?
As a mission driven company, it is important that we are helping each other & providing value to our retirement community. If you cannot do this, your membership will be immediately revoked.
Is My Territory Available?
Each Professional has their own territory. Territories are assigned on a first come, first serve basis. There is very limited availability. Please complete your application to find out what territories are available.
What Questions Can I Ask And What Will I Learn?
There’s no limit to what you can ask and what you can get help with. Our community has members who are established industry leaders and others who are just starting out. We guarantee that you’re going to find a lot of value here. On the flip side, we know you also have something amazing to share and we also expect you’ll share that and help others through their journey. This is a win-win community.
What Is The Compliance Approval Process?
For Estate Attorneys there is generally no compliance process. For Financial Advisors what you need to know is you are provided us with an educational video. No products are promoted. It's likely compliance will need to only approve the recording.
What if I have more questions?
You can email us at [email protected] and we can answer any additional questions you have. If you are interested in membership, please see if you qualify, we can not accept any new members with out this completed.