Discover The 5 Key Shifts Our Lawyer Members Are Using To Create High 6 And 7-Figure Law Practices Serving Families And Small Business Owners
(without having to deal with opposing counsel, bill by the hour, sacrifice time with family, or ever take a client they don’t love to serve) 
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Results & Testimonials
Discover The 5 Key Shifts Our Lawyer Members 
Discover The 5 Key Shifts Our Lawyer Members Are Using To Create High 6 And 7-Figure Law Practices Serving Families And Small Business Owners
(without having to deal with opposing counsel, bill by the hour, sacrifice time with family, or ever take a client they don’t love to serve) 
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  Personal Family Lawyer®, Family Business Lawyer™ 
or Creative Business Lawyer®?
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 A few things to consider.
 Specific results shared are NOT typical. These are all extraordinary lawyers impacting the lives of their clients. Some had existing practices, others were just starting out, when they joined us. All of them have pushed through their own challenges to succeed. This is not easy and we’re here to fully support you, just as we've supported them. You do not have to do this alone. And you can have a life and law practice you love.

These are all real clients. We hide their names to protect their privacy. No one is EVER compensated in any way for what they write. Our lawyers have mastered their calendars and don't have time built in to talk with people considering our programs.
Our team of trained Law Business Advisors is ready to address your questions and concerns without needing to take time away from our members' lives and law practices.
We promise to protect your identity as well when you join our programs.

 These are actual results. Typically, lawyers who follow our systems, principles, and coaching experience increased average fees, higher engagement rates, and greater life and career fulfillment. Your results will (of course) vary based on your effort and application of these tools, so identical results or income cannot be guaranteed.

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Alexis interviews Deb
Alexis interviews Bev
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“When I found the New Law Business Model, I was frustrated with my current law practice. I was toiling away as a government employee and was looking for a complete change. I was skeptical Alexis’ program would bring results but now I’m almost a year and a half in and it has exceeded my expectations by far. I am hitting numbers I didn’t think were possible… right now I am approaching the $300k mark for the year, which I shouldn’t even be hitting for another 4 months according to my year plan.”


“I was afraid to let go of a regular paycheck — this corporation was paying me a yearly salary so I was terrified of going out on my own… finally I decided to join the Estate Planning Bootcamp and I am loving the fact that I have more time to spend with my son because the work hours are not as crazy as they used to be. I have so much more free time and have clients who are coming in.”


“I graduated law school in 2011 as a brand-new mom. Everything I had learned in law school was completely worthless because I didn’t know how to run a business… I had no clue how to charge money and market myself. When I found Alexis, I went all in on her programs, and in the first 2 weeks I had my first $4,000 trust signed. Right now as I speak I’m sitting on my beautiful back porch staring at my gorgeous pool and it’s 3:30 on a Thursday. I’m not even in the office now. My client service director is running the show.”


“I was actually able to see from the program that my time was valuable. I didn't value myself as a lawyer, I don't think, until I really, really got into the program and started listening to a lot of the training and a lot of the other lawyers that were in the program going through the same things I'm going through....I'm now averaging I would say thirty-five hundred to five thousand per client.  I’ve got 3 speaking engagements coming up this month. We’re going to do a women's expo. I've got at least two the first week in September. I think by October or November, I'm going to see a huge shift. I'm surprised already. I've had three really high,like sixty-five hundred to seventy-five hundred, plans.”



After completing the EPBC:  “I had engaged my first client for a fee of 4 grand, and then a few days later, got another one for a free of 5 grand, and then a week
after that, another one for a fee of 6 grand. Once I figured out what I was doing wrong in terms of how the meeting was going and I fixed that and was really following the template, then it was very successful from there...
The system works. Everything about it works, and in the investments that you make, they are not costs. You should not think about them as costs. You have to think about them as an investment in revenue, and they will pay for themselves."

After becoming a Personal Family Lawyer: “My very first FWPS as a PFL over two and a half years ago was an unmitigated disaster.  I only met with one spouse and they were clearly not ready to engage. I thought I had wasted a $50 gift card.  Fast forward to today.  I met with the clients for a FWPS and they engaged for a trust plan with asset protection and will likely add on an IRA Trust for a total fee of $8,000.  I firmly believe that the only reason the clients returned to me after two years was because they had been receiving my weekly e-newsletter, underscoring what an important marketing tool the weekly newsletter can be.  And last week, I engaged a client for the largest single fee since becoming a PFL -- $11,000.

Thanks Alexis and everyone at NLBM for all of your support over the years!”


I did litigation work for 12 years and basically hated every minute of it. It was just sort of what I fell into out of law school because I didn’t know what else there was and it was a really bad fit — I was miserable. When I stumbled across Alexis’ Estate Planning Bootcamp program and decided to take the plunge. The videos were so inspiring — all the tools are there. With the program, I started turning a profit in 6 months, and every month sine then has been profitable, which was so far beyond my wildest expectations…”

“The biggest initial concern I had was from a financial standpoint… I was having some financial difficulties and had concerns about making a long-term commitment. But since I started the Estate Planning Bootcamp and Client Engagement System a few months ago, I now have recurring monthly clients at approximately $6,000 per estate plan, and it’s picking up. I’ve had four clients sign on the dotted line literally in the past 30 days.”

"Yesterday, I had my first planning session with a young, married couple. I had scheduled two practice sessions with family members for the week prior, but did not have the opportunity to hold them due to a family emergency. I had already scheduled the planning session with this couple, so I decided to move forward with it. I stumbled through many points, but it was a good learning process for me, and I noted the areas that I need to review and focus on...The clients ended up engaging with a fee of $8,000!! I couldn't believe it. I know this may not be the typical situation and I probably lucked out with this first one, but I am excited to continue and become more fluent in the practice."

(A.M.) transformed her practice within 7 months of finding the new law business model — bringing in over $65,000 in extra revenues! And today, has a thriving practice she absolutely loves.
Listen on how in just 7 months this busy mother leveraged the new law business model systems and took her law practice from struggling to $65,000 of increased revenues, a new home she loves, AND has more time with her family. EXTRACT: “I was flailing out of control and didn’t know how I was going to make my practice succeed. Then I ran across the new law business model. Everything was there for me. Only 7 months later I’ve increased the revenue of my business by over $65,000, have time to enjoy my new home and spend the time with my child, which is the most important to me.” ~ (A.M.) 
(K.D.) is new to Estate Planning and with the  Estate Planning Bootcamp (EPBC) and Client Engagement System (CES) is already seeing tremendous returns. Her only regret, not starting sooner!

“I’m looking at adding another $5,000-$10,000 to my bottom line, just in the immediate short-term.”*

“Once I got through all of the training, I had the confidence to move forward. I have multiple estate planning clients lined up and know, from start to finish, how to move forward. 
“I’ve actually already started engaging clients and I have 4 or 5 clients right now that I’m helping with their estate plans.*
“One of the things that I had difficulty with was how to price things out. Then going through your EPBC, offering clients a choice of minimum, a middle level fee and all the bells and whistles… So the minimum (fee) would be $3500, which is absolutely fantastic, especially in comparison to Real Estate closing where I’m only getting $700-$800 per transaction.” "

Honestly, I kept thinking [the EPBC was] going to be another thing where I’m spending money and I’m going to be back in the same place where I was before — so I hesitated doing it.

“Now, I wish I had signed up and done it right away, when I first came across it.“


I just wanted to pass on something recent...

I had a woman call to schedule her FWPS with me after playing telephone tag for a few days.
When I asked her how she found us she told me she had done a lot of internet searching for family wealth, insurance, estate planning
and came across Alexis Neely's Family Wealth Planning Institute website and fell in love with it. After reading through that website, she put in her zip code and found my firm as a local "provider" for the system and called to schedule with us.

This was the first time that's happened for us, but it reaffirmed how important this holistic approach is. She loved the FWPI system and loved our website and that's why she was so set on meeting with an attorney who had been trained in the PFL way. It was honestly so incredible. Thank you Alexis!

Listen how this busy Mom of 4 transformed her law practice and her life, and now only goes in to the office 3 days a week, while also knowing she is a better lawyer and mother. 
“I now have a huge law practice in one of the wealthiest places in the country and I work a 3 day work week. I can do that because new law business model helped me put in the systems I needed to have that flexibility where my clients are getting even better service than they would get at any other firm, but I have the flexibility to be with my children.

I appreciate everything NLBM has done! We have an incredible lifestyle where we can provide whatever we need to for our family financially, but we don’t have to do it at the expense of being present parents, or with the expense of short cutting our clients. You really can have it all if you want to follow the systems.” ~ (L.M.)
Success Snippets
Here are just some of the latest snippets of success stories we’ve received from happy lawyers utilizing our programs…

This program provides ALL the tools you need to successfully run your law business, and it is tried and true and proven to work. When you follow the steps, there is always engagement. It works.”

“Structure, organization, systems that can make a practice. So well organized, convinced me (hard core skeptic) that they can work.” ~ (J.M.)

“The program is amazing.”

“For those in a similar position to me—that is, ready to jump into estates practice with both feet, but afraid of all the knowledge barriers to doing so — NLBM is the perfect answer.”

“If they want to get involved, I would highly recommend it; if for no other reason, for the materials provided.”

“Fully developed program, excellent support, almost immediate results.”

“The coaching calls really help.”

“Attorneys need to learn ways to free up their time to concentrate on marketing.”

“I still think Alexis’ systems are great. The marketing material is great. Great franchise system.”

“Still seems like the best plan around – actually I have been attending some CLEs on starting your own law firm and they repeat the points NLBM makes.”

“It offers great structure.”

“All of the materials are extremely beneficial to growing an estate planning practice.”

“The system is well thought out and provides all the resources anyone could need to build a law practice they don’t hate.”

“It’s hard for me to give anyone a 10, but if someone is wanting to do Estate Planning, I highly recommend. Resources available are great.”

“I think it’s a great model and can’t wait to be using it full time.”

“I like the support we get, especially the coaching calls and the successes I see from others on Base Camp is very encouraging.”

“Extremely motivating and thorough in terms of resources.”

“I’ve been provided with invaluable knowledge.”

“Easy to implement systems, even for the most disorganized lawyer on the planet!”

“This program gives you everything you need to succeed.”

“The systems and support is great. Also the print media is wonderful. I really like the weekly e-mails.”

“Though I’m early in the process, the stability its given me mentally would be a huge benefit for other attorneys and small firms.”

“It provides a structure that I can follow.”

“The tools from this program have really set me apart and grabbed people’s attention.”

“The physical materials are really helpful and look great and have helped me to generate interest.”

“Help with putting the right processes in place to free you up for marketing”

Great resources and guidance.”

QUESTIONS? Call Us Now! (844) 785-8532

(J.) used to take whatever legal work came in the door. She became a Personal Family Lawyer® with miraculous timing – just before her daughter became ill. Thanks to the PFL systems, her practice was not only able to survive, but thrive. Now her daughter calls her “Summer Mommy” because she was able to take off lots of time over the summer to be with her.

“Becoming a Personal Family Lawyer® was without doubt the single best investment I have ever made not only for my business, but for my clients, my family and… me!

I have gradually incorporated the PFL steps into my practice and I am blown away with the results each step of the way.

My clients hug me at the end of every meeting – always. Even the big burly men. I love my practice again. I am only doing estate planning and probate – and love every day of it.

In my first year as a Personal Family Lawyer®:

My revenue doubled

My fees charged for each plan went from $1200/$1500 to $4000 and up!

Prospective clients no longer tried to negotiate a lower fee – they know the value of the plan and are happy to pay it

I no longer have to track down fees

I was able to stop practicing in other areas of law and focus my energy only on the areas of practice that I love

I have systems in place which make sure my clients are very well taken care of not only during the planning process, but well into the future

I spend considerably less time in the office

I am able to spend more time with my family

I receive thank you emails and cards from my happy clients

I have become the “go-to lawyer” for estate planning in my community (and neighboring communities)

I have a steady stream of clients referred by local CPAs, insurance agents and real estate agents

Most importantly, I love what I do!

As if that wasn’t enough, all of this success occurred in a year that had I not been a Personal Family Lawyer®, my business never would have survived.

Within days (really just days) of joining the program, my young daughter developed life threatening health issues. I no longer had the time or the luxury of working 40+ hours a week and spent much of my time rushing her to the ER and traveling to medical appointments (I am happy to say that she is now happy and healthy).

Thanks to the Personal Family Lawyer® program, I was able to quickly put systems in place so my practice was not only able to thrive, but to grow while I took care of a loved one.

Prior to becoming a Personal Family Lawyer®, I worked crazy hours.

I was overworked, underpaid, chasing down clients to get paid, stressed about how to pay the bills, stressed about having enough work, stressed, stressed, stressed…

For over a decade, I struggled with my practice. My clients were happy, but I wasn’t and was questioning why I became a lawyer. Alexis’ program helped me change all of this!

Becoming a Personal Family Lawyer® has been a life changing experience.

Next year, my goal is to triple my revenue and I know that with Alexis’ guidance and the support of her wonderful team, I will get there (or pretty darn close).

My only regret is that I didn’t find your program sooner.”

When V.T.* started her own practice, she knew what she didn’t want to do, but had no idea how to implement all she did want. Now she’s breaking records in engagement and fees.
(Vanessa has been a PFL for a little over a year. She just gave birth to her second child and is now buying a building!)
*This lawyer has requested her name not be used for privacy reasons in online search. If you’d like to know more about her, and how she has implemented our programs, email us and we will direct you to her website.

Later-in-life attorney (C.H.) needed to get his solo firm jump-started with new clients. Putting the Client Engagement System (CES) scripts and systems in place, he quickly achieved 100% engagement.

“As a brand new Solo Attorney, I struggled with knowing what to say once I found new, qualified clients. I found it a challenge to extract pertinent information from prospects, and how to explain, in a succinct manner, how I could help them.

Before I felt things were hectic, because I wasn’t sure how to prepare for my initial meetings.

Since I started using CES, I now have a clear process that I can follow with each and every new client. As a result, my practice is less stressful, because I can focus my efforts on finding new clients and other areas of my practice. Also, I’ve been able to engage all 5 prospects I’ve met with — 100%!

What I love best about being part of Law Business Mentors is the having a vast pool of resources that I can lean on as I build my practice.

I have been following the NLBM since before graduating law school. I am a later-in-life attorney and I had no desire to join a firm…I wanted my own. However, I need a lot of guidance and this is the best way to get it without having to work for another firm. I joined the program as soon as I could after receiving my license.

Thank you for creating this excellent resource.”


W.T.* is a seasoned litigator who quickly reinvented herself, standing out so much from her local market that her services were chosen above a lawyer with 40 years experience! 

Just a year after leaving the ‘security’ of her firm, she’s got her own thriving, growing practice and is much more fulfilled by her work.

“I’m so grateful to the Personal Family Lawyer® program for giving me a way to make a comfortable living while providing a service I can feel good about.

Thanks to the coaching and materials I received in the program, I was able to launch a brand new estate planning practice with a level of sophistication that would have taken me years to achieve on my own.

From Day One, I have been able to market my services in a way that sets me apart from the other attorneys in my market.

One year ago I left my firm to go out on my own. I was a litigator for many years but never felt the adversarial nature of this work was a good fit for my personality. A few months later I came across the Personal Family Lawyer® program and decided to take a leap of faith and reinvent my practice to focus on estate planning. I had never done any work in this area at all. I spent several months winding down my case load, while simultaneously getting up to speed on the subject matter.

In May, I put on my first workshop based on the materials provided in the PFL program, and redesigned my website based in large part on the PFL templates. By the end of July, I had six new clients signed on with me!

In fact, virtually every single client I have met with so far has retained me, thanks to the meeting structure suggested by the PFL program.

One of these clients wanted to do their “due diligence” before signing on, and met with another attorney in town before making their decision. This other attorney not only had 40 years of experience as an estate planner, but was also the former mayor of our town. After meeting with him, they decided to go forward with me instead!

I love meeting with families looking to do right by their loved ones. With this practice model, you are in control of your schedule, and you can feel confident the clients will continue to come.

I look forward to continuing to build and grow my practice through the methods I’ve learned from Alexis.

*This lawyer has requested her name not be used because of privacy concerns. If you’d like to know more about her, and how she has implemented our programs, email us and we will direct you to her website.

Watch my recent webinar replay about the Legal Life Planning Bootcamp and learn how to take back control of your calendar and love your law practice!

“The first time I used your scripts, I engaged a new client for $2,500 for what I would have charged $700 for in the past.” 

Actual Results: Average “Loving My Law Practice” Score by Month*

All data from all respondents using any of our systems, first 16 or 18 months in our coached membership programs. We update these roughly twice per quarter–check back to see the continual improvement in our systems and coaching. Pre-program scores are measured initially and then again as a 6 month retrospective. 3rd or 5th degree polynomial trendline chart.

“10 out of 10. The system is very well thought out and positions attorneys to be successful. If I fail at this, it won’t be the fault of the system.”

~ (J.M.)

“I love the ongoing support, the marketing materials we have access to, the actual marketing plan (KPP, WCU, memberships, etc) I give it a whole-hearted 10 out of 10.”


“Today I charged a client $5000 and she is delighted to pay it. I could have never done it without your methodology and coaching.
My practice is becoming something I’m really proud of and I'm becoming the lawyer for my clients that I always wanted to be. Thank you! I’m having fun. Thank you! My staff are great and love the customer focus. Thank you!” 

Steve needed a way to stop no shows and tire kickers, and get his engagement soaring. His investment in CES is paying off already.

“I invested in the Client Engagement System because I wanted a way to prevent no-call no-show appointments, and engage more paying clients from the prospects that were taking the time to contact me.

“With Alexis’ guidance I learned how to assign a value and a purpose to the “free consultations” that I used to offer. Since I implemented CES in my Bankruptcy practice last summer, I’ve have increased my revenues by 15%, and significantly decreased the amount of people that don’t show up for appointments.

“The NLBM team was helpful and supportive, even when it came to making the payments. I lost my house in the 2013 Colorado Floods. As a result, I had to take extra money out of my business, and I missed a lot of time from work. Alexis helped out by allowing me to skip the final payment on CES. This helped out a lot that month, and I will always remember her generosity.

“I’ve been really happy with the program and the customer service. The best part is the great results I’ve gotten. I recommend CES highly.


Actual Results: Average Booked Appointments that Become Engaged Clients*

*All data from all respondents using any of our systems, first 16 or 18 months in our coached membership programs. We update these roughly twice per quarter–check back to see the continual improvement in our systems and coaching. Pre-program scores are measured initially and then again as a 6 month retrospective. 3rd or 5th degree polynomial trendline chart.

“It’s a great way to have your own practice but not be alone. Great foolproof method to engage the clients you want to engage, and deliver high quality to your clients, and have a lifestyle where you have reasonable hours.”

“It’s an eye opener. A lot of us just keep doing things the way we’re used to and don’t pay that much attention to how much better we could be doing things. I give it a ten.”

(B.)is one of our former clients who is enjoying growing success. She’s just returned to a practice that’s still flourishing even with her two months maternity leave.

“Before starting with NLBM my practice was in its infancy, with lots of potential but not a whole lot of clarity about where we were going or how we were going to get there. The biggest struggle was finding clients. There are so many ways to market, and niches to focus on, that it was hard to figure out what made sense financially and time-wise and what didn’t.

Before NLBM my schedule was overloaded with to-do’s that were not my own. I hadn’t yet resolved to say “no” to anyone or any request. My stress level was high because my schedule was unmanageable.

NLBM helped me recapture the time on my schedule for working on the business. This can be so easily overlooked as either not important or not high enough a priority when a client demands something, but by neglecting the business you never really graduate from being a “freelancer.” If you have to be physically working to make money, you’re a freelancer – not a business owner or entrepreneur.

Once thing that made a big difference was when I started blocking off time on my schedule for non-client work.

My practice is now thriving and has grown exponentially in the last three years. I have a better work-life balance and I don’t come home as stressed as I used to, about needing get just one more email out or one more thing done. It can wait.

Our revenues have increased as a result of prioritizing business development and adding new attorneys.

Our engagement success is much higher as a result of NLBM. Potential clients are much more prepared to engage at their initial meeting than before. The time and preparation put into the initial meeting convey to them that it’s “go” time – and they tend to be ready!

The best part of NLBM is the vast library of resources ranging from attraction to retention. It seems every interaction with a potential client or current client has been thought through and assessed with how best to manage that small but vital step in the overall process.

Initially the cost was a factor and delayed me joining for a year. Then I realized I was trying to build everything on my own, with my own research, effort, and ideas, and it was just overwhelming and exhausting eventually. The idea of not having to reinvent the wheel ultimately led me to join.

I want to thank Alexis and the NLBM team for the organization of the resources into the four major systems.

I really wish I had joined NLBM sooner.


“The Estate Planning Bootcamp is great! It’s a fantastic program for someone switching over from another area of law.”

Bob Everhart is getting started as a Personal Family Lawyer® and has found a new way of thinking about marketing, his business, and law.                                                       

“Before I started with NLBM, I worked ridiculously long, stressful hours. The practice was going down despite the huge time commitment.

I was spending too much money on advertising that was not producing enough good clients. Then I found I was cutting prices and working longer to bring money in to pay for the advertising.

I felt consumed by the practice. Life was highly stressful.

Since I started with the programs (though I’m still getting into them), I have started to learn how to do real marketing, not advertising. This kind of marketing is set up to attract quality clients, not just anyone who can stumble in with a check.

I’m still in transition and learning a lot, but I’ve already learned how to follow through with interested people and how to provide quality service for quality clients.

I appreciate being part of something that makes sense. My old law business model was almost designed to fail — if it succeeded it meant working more simply to pay for the advertising. If it wasn’t working well, it meant working more to pay the advertising bills. A crazy, vicious cycle.

I was skeptical about Alexis’ programs at first because 1. I had not heard of them before and 2. If it was so great why wasn’t everyone doing it?

What finally convinced me to sign up was the logic that if I kept doing the same thing I would keep getting the same results. Plus, if everyone is doing the same thing, how can I possibly distinguish myself — why would a client choose me over the cheaper attorney? NLBM answered this for me and gave me a vision of a better way…

In fact, Alexis has changed my way of thinking and doing law.”


“Alexis has created a wonderful program that is exactly what you need. Even though I’ve imperfectly implemented what I’ve learned so far, it’s made a world of difference in what I’ve been doing. One of my number one problems was money, and just taking her advice about getting business credit cards I was able to get $48,000 of business credit at 0% interest, which has enabled me to buy what I need to get started. “The business philosophy is revolutionary. The systems help an attorney systematize his/her business.”

Two years ago, (M.'s) practice was struggling. His touching testimonial expresses his gratitude for Alexis and New Law Business Model.

“I’m not sure where to begin. You are a big part of why things are finally starting to come together for me. If not for you, your faith and belief in me, and your training and support and can-do attitude, I think I would be about where I was two years ago….still struggling.

Investing in you and your program was one of the wisest decisions I have ever made, both professionally and personally.

You are a wonderful inspiration and I will always be in your debt.”


“You guys have been wonderful! I would feel lost without you!” 
“Completely transformed my practice…”

“Hi, this is (D.F.) and I’m a Personal Family Lawyer® in Acton, Massachusetts. When I heard Alexis was opening the PFL program to new members, I wanted to reach out and share some of the reasons why becoming a PFL has changed the way I practice law.

First, Alexis taught me a way to completely transform my practice, so that now I only work with the kinds of clients I really want to work with. For me, that’s parents with young kids but I know many other personal family lawyers who are working with very different demographics.

Alexis and her team have always succeeded any expectation that I ever held of them. They’re always available, and ready, and willing to answer all of my questions and to provide me with feedback.

As a PFL, I have ongoing access to systems and coaching that I couldn’t get anywhere else, the kind of coaching that allows me to continue growing my practice year after year.

Joining the Personal Family Lawyer program has had a significant impact on what matters to me the most and that’s my bottom line, my firm’s revenues.

I joined the PFL program in 2008. In 2009, my firm’s revenues increased 22%. In 2010, my firm’s revenues increased another 42.5%. Those are real numbers and they occurred during one of the worst economic downturns of my lifetime. Those numbers are all the direct result of everything I’ve learned and implemented as a member of the Personal Family Lawyer® program. So, I encourage you to check out the PFL program for yourself. It is one of the best decisions I have ever made.”


“Engaging Clients at a much higher rate than ever before…”

“I’m Steve Worrall, a family law and family estate planning attorney in Marietta and Atlanta, Georgia. For 25 years I was exclusively a divorce and family law litigator. That high conflict work became less and less satisfying for me and I was becoming more and more unhappy with my law practice.

I began looking for better ways to serve my family law clients and to expand my services into other more rewarding practice areas. One of the discoveries I made on that path was the Personal Family Law® program. Its systems, the coaching, and the support that I received from other members quickly launched me into a highly rewarding practice of serving families for their lifetimes, and made me into their trusted advisor.

I opened my own law practice in my hometown to make a difference in the lives of my friends and my neighbors. And thanks to the Personal Family Lawyer® program, I have been able to do just that.

I have learned and implemented systems to attract new clients

To engage clients at a much higher rate than before 

To service those clients in ways them make them happy to be working with our firm 

To retain those clients in a membership program And run my law office like a business I am very grateful to the Personal Family Lawyer® program and to its phenomenal team to support me as I grow my business. If you have any questions about my experience with the program please call me at.


“What would we be doing without the Personal Family Lawyer® program…”

“I just wanted to say that over the past week we’ve been doing a lot of marketing and getting things to get ready for our first workshop. And we just had so many moments when we said, ‘What will we be doing if we didn’t have the Personal Family Lawyer® program?’

We’re just so appreciative of everything Alexis has done to set up the foundation for our practice and so many other lawyers throughout the country. So, thank you, Alexis!”


“Nicole was more than happy to get away from the stress and tension of litigation. Using the Personal Family Lawyer® systems, her firm continues to grown and prosper, despite her being hands off for an extended period.”

“I have been a Personal Family Lawyer® for four years now. The details I learned from the Personal Family Lawyer® program, I would have never thought of on my own or learned from a traditional estate planning practice.

The systems we put in place from the program allowed me to not be present in my firm as much last year as I normally would, but we were able to stay on track even though I wasn’t there.

I jumped back in about two months ago, and today, our phones are literally ringing off the hook. We’re only halfway through January, and we are already on track for January to be the biggest month in the history of my law firm. It’s a great way to start the New Year, and I owe it all to the Personal Family Lawyer® program.”


Fresh out of Law School with less than a year in business, (M.) is now a Personal Family Lawyer® with a busy practice. She’s filling the room with her presentations (60 people at a time in one, and 20 families in another) — all based on materials already prepared by Alexis for her members.

“When I graduated in 2009, I needed to make money! I have a nut to make every month and I’m carrying a big train in. I’ve got children and a family I have got to provide for. I had a cousin email me and tell me her story. That really impacted me greatly. It made me decide that I really needed to serve the families – moms and dads – in this way, and that it was very important work to do.

Surprisingly, my business has gone from absolutely nothing to being fairly consistent. I’m really blessed that I walked into the Personal Family Lawyer® program. We knew each other before and you offered me a spot in the program and since walking into that, using your tools I have been able to start my business and to get it going much faster than I thought it was going to be able to.

In fact, Alexis’ different segments of her business – the engagement, the attraction, and the service systems were so vital to me getting a good start, I could not have done it at all without them, even with having had business experience in my past.

Her system was the kind of thing I could walk in and start to learn on the ground, start to do, and start to master the techniques that she offered. I was really surprised at how vast that the amount of work you had been accumulating was, when I found out.

Right now my engagement rate is over 90%. That is what stuns me, when people sit down with me and I walk them through the process that you’ve taught me, very few don’t engage because I give them every opportunity to make really good choices and every reason to make good choices because of the techniques that you’ve developed.

When we first started and you started coaching me, the one thing you told me is, “You need to learn how to engage! You need to know the Client Engagement System down pat.” And I couldn’t quite understand why that was but now I get it, because without that one tool, nothing else really matters. So, you coached me to do that, I did that and as I go along, if I deviate from that system, I know I’m going to fall off the track. So I constantly bring myself back into the Client Engagement System to remind myself of those tools, the specific ones that you make.


(L.) knows the system works now clients are seeking her out. After implementing the PFL systems, she was able to triple her fees guilt-free — 100% confident her new practice offers better services than any other estate planning attorney in her area.

“Thanks to Alexis, I met with a couple last night that gladly paid $4000 + $1000 (kids asset protection option). They had seen the FWPI web site and the wife had read the “Wear Clean Underwear” book. They called me to schedule an appointment. The national marketing is working.

I give Alexis my unqualified highest endorsement. Everything she does is top quality, and I’m 100% sold on the PFL system and the philosophies of the Family Wealth Planning Institute. And, because of that, I’ve been able to triple my fees without feeling guilty because I feel that I’m offering my clients better than any other estate planning attorney in this area, by far.”


“(Y.), a Canadian lawyer, is finding that the exciting rewards of relearning how to have a successful practice — even going against so-called conventional ‘wisdom’ — greatly outweighed the challenges of readjusting her mindset. Her many referrals from happy customers just keep coming.

“With Alexis’ help I’m becoming the lawyer I’ve always wanted to be.

We provide a better service to our clients.

Clients (and others) comment favourably about their service experience to us.

Our clients love us… more than they did before.

We are getting more referrals from satisfied clients.

We are getting more referrals from our referral sources.

We’re learning how to differentiate ourselves in the market…

And how to market ourselves in a distinct way.

Working with Alexis has been the most exciting and the most demanding CLE I’ve done since being called to the bar. She has great ideas, coupled with a real openness to adaptations of her ideas to our practice, in our market.

It has not been easy unlearning years of “professional practice” experience and questioning the common wisdom out there. Similarly, it has not been easy to learn new habits, change the operations of our office and train staff in new ways of serving clients, but it is definitely worthwhile and immensely rewarding on many levels.”


(M.) was once skeptical. But, by following the techniques in the Client Engagement System, a now very grateful Michael has taken his law practice from “viable” to “successful.” Retention rate, once lucky to get as high as 70%, stands close to 100%!

“Alexis, a few years back I implemented your client engagement system to grow my law practice from “viable” to “successful.” I am at a point where I am seen as a go-to resource for estate and elder matters in my community, by bankers, financial planners, and even some attorneys.

I’m really just ecstatic because these techniques can be so simple. You have to do the work, follow and have faith in the systems, but they’re very basic, and they’ll come to you naturally. It’s all these “Why Didn’t I Think of This,” type of moments – it’s all very basic, common sense. I was keeping very careful records on the number of clients I was engaging with your system and I said to myself, “I’m not going to keep something that’s not paying dividends for me.” So, I expressed my desire to return the system, but agreed to talk with you… meanwhile, I made a tweak here and there, reviewed the system materials… maybe it was the ‘Break-down before the Break-through’ but my engagement rate went from 3 people saying “no thanks” despite using your system… to now, in the past 5 months, we’ve only had 3 people decline to retain us.

Retention rate now stands at 87% and if we count people who were personally referred to us, it’s close to 100%. I was lucky to hit 70% prior to using your system.

Needless to say I’ve paid for your system many, many, many times… I don’t have a million-dollar practice because I don’t want one. I want quality of life. Today I had a very fun day. I got to ‘just talk’ with people, I got to be a human being and relax. I wasn’t on edge, I wasn’t trying to sell anything. I mean, how many lawyers are actually having this much fun! Your system brings the humanity back to being a lawyer. Thanks, Alexis!”


(G.K.) was dreading another 15 years in law practice. After implementing the Personal Family Lawyer® techniques he’s got raving clients paying triple the fees, and a practice that runs almost on autopilot. He’s happier than ever, especially since he decided to take Fridays off.

“Alexis Martin-Neely and the Personal Family Lawyer® program has completely transformed my practice. I’ve been an estate planning attorney with my own practice for over 15 years. I thought I would have to practice for another 15 years.

I’ve created an efficient, streamlined practice, following everything Alexis suggests, that runs almost on auto pilot.

Clients are leaving my office saying, “Wow, you’ve thought of everything” and are raving fans, telling others.

I’ve seen my practice double in the last year, even in a down-turn economy and facing the loss of my wife.

I’m seeing a younger, more sophisticated client and as a result, my average fee has tripled.

Revenue has grown by over 20%.

I have a 3rd attorney looking to join my practice.

I’m working less, I’m happier and more selective of the clients I see.

And I have decided to take Fridays completely off.

If you follow her advice, your practice will be revolutionized, too.

(R.) recognizes his very expensive mistake — ignoring Alexis’ emails for too long. Soon after he finally put the Personal Family Lawyer® systems into practice, he found himself energized, loving his business, and raising his fees an astonishing 1000%!

“I ignored Alexis’ emails for months. Quite frankly, I was very skeptical about her claims. After 25 years practicing law, I thought she wouldn’t be able to teach me anything. I was wrong.

Within a few months of working with Alexis, I’ve increased my fees 1000% (that is not a typo—one thousand percent) and I recently engaged 7 out of 7 new prospects at $4,000 each.

The best part is I’m energized and love my business again. I sure wish I had opened her emails sooner.”


(V.D.K.) witnessed first-hand the efficacy of Alexis’ powerful systems, answering his own question,”Is she the real deal?”

“My name is Vaughan De Kirby and I’m an attorney and have been an attorney in San Francisco for 27 years. And, if you’re like me you asked yourself whether this woman could be real. I mean real, no bull, no hype. Is she presenting a real business model that delivers what it promises?

The answer I found out is YES — I saw it and it’s true. How do I know, you ask?

Well I didn’t believe anything and I don’t believe anything until I see it in action. That is exactly what I did.

I sat in on 3 initial client meetings and watched Alexis sign $14,000 worth of business.

I saw binders delivered to delighted clients.

I was able to talk to her clients and I learned they did indeed come from her powerful advertising model and seminars.

I watched Alexis deliver a powerful, effective seminar.

After the seminar with only 9 families in attendance, she scheduled 5 appointments confirmed by a credit card, and I heard 3 of the remaining couples planning to follow up.

She is the real deal.”


Kimberley found the Personal Family Lawyer® program at the darkest point of her life. It wasn’t long until life and business turned around for the better — to the level of deciding to make a radical career change that would nourish her heart and soul.

“This was one of the hardest decisions I’ve ever had to make but my heart told me I had to do it and so I am: I’m closing my practice and getting out of the legal field, effective this month.

As much as I’ve enjoyed being a lawyer for the past 12 years, my passion really lies elsewhere and so, I am leaving the law to pursue the career of my dreams: working everyday with and in support of animals.

I’d like to thank Wealth Counsel and all of you wonderful WC members for your generous mentoring, support and advice over the last 2 years. You all have been quite wonderful and have contributed greatly to my ability to serve estate planning clients in very high-quality ways.

I would also like to publicly thank former Wealth Counsel Member, Alexis Martin Neely because I think she has been misunderstood by many other lawyers within our community. She’s given me so much this past year and I want to pay that forward by expressing my review of her practice offerings.

I myself joined her Personal Family Lawyer® Program at one of the worst times of my life – right after the sudden, unexpected death of my father.

Knowing of my personal loss and struggles with it, Alexis truly cared about me. She was always sensitive and supportive in our interactions, and also offered me a living example of how to make the practice of law more human, way more fun and therefore a lot more meaningful.

Alexis taught me to think outside the box and energized and inspired me. She has been a wonderful role model for me, and I can attest to the fact that she really does practice what she preaches.

What I have also appreciated a TON about the PFL program is its plug-and-play nature. That was perfect for me who was starting out as a true solo after more than a decade in the big-firm world. IMHO, it’s optimal for people who either want to re energize their existing practice, or for lawyers who are new to the estate planning field and want a blueprint to structure their practice the right way from the beginning.

All of the systems I received as a Personal Family Lawyer®, from done-for-you marketing, to client engagement, to client retention to office management, were simply outstanding, I mean REALLY fantastic and value-adding stuff for my office.

Here is the bottom line from my experience as a PFL: Alexis Martin Neely and her PFL program deliver on all of her promises and then some. She is the real deal. And she really does care.

In fact, Alexis has actually encouraged me to follow my heart and live my passion… even though that meant leaving the law and her program in the process.

If your passion is being an estate planning attorney, Alexis’ PFL program will transform your practice (and therefore your life), and I can recommend it enthusiastically.

Thank you all again so much, WC community, for all the support you’ve given me over the past years! It’s meant more than I can really say.

My very best wishes to all of you, Kimberley”


“Because of you we work with clients only 3 days a week, and I am able to enjoy life. I use your system every day and I am proof that it works.” Robert & Diane Galliano
The Law Offices of (R.J.G.)

“The CES changed my life. It allowed me to double my fees overnight and gave me the confidence to deliver.”


(K.) wanted to add estate planning to his practice. He hired a newbie and in just a year she took all she learned from the CES and Personal Family Lawyer® programs to create growing new profits for the business. 

Less than a year ago I decided to add estate planning to my consumer bankruptcy practice. I signed up for the Personal Family Lawyer® program and hired Lori, an attorney with a great personality, but no previous estate planning experience.

It took Lori just a few months to learn the law through the PFL estate planning bootcamp, and other resources recommended by the PFL program.

She studied and practiced the elements of the Client Engagement System and then we started promoting her services through workshops and events.

By using the suggested PFL workshop presentations, Lori was able to schedule Family Wealth Planning Sessions with about ¾ of the attendees at any workshop she presented at.

By using the Client Engagement System techniques in those Family Wealth Planning Sessions, Lori signed up every one of her first 10 appointments.

This year promises to be an exciting and profitable year for the estate planning practice, and we’re just getting started!”


(L.) found much more with NLBM than just higher fees and the courage to start her own practice — she found deep personal growth that helped her face her own family legacy. 

“After 14 years of practice I joined your program. It was a huge leap for me to focus on business rather than “practicing law.” I’ve completely changed the way I interact with clients and am continuing to change the dynamics in my office. My fees have gone up and I no longer shrink when telling clients what the fees will be for their work. I am also learning to ask for what I want and say what I mean. I’ve also learned to pick my battles and know when I can’t change certain things.

To that end, I’ve spent the last four months in discussions with my partners about leaving. I expect to finalize an agreement for my new space this week (after considerable setbacks involving a trusted colleague and friend). Many lessons have been learned.

I thought about joining your program for almost a year before taking the leap. It has been a tremendous growth process for me to step into my 40s, own up to past mistakes, gain clarity in areas while still struggling to work my way through others.

I’m speaking more to groups and colleagues and using every chance to market myself. I’m unapologetic in doing so. I’ve really stepped into the right mindset. This isn’t to say it has been perfect or is complete but I recognize the ongoing nature of the process.

Specific successes:

using the PFL philosophy as I’ve adopted it to connect a local family in crisis with the help they needed.

Using the PFL way to dig into a client’s deepest wishes and find a way for her to leave a legacy that has nothing to do with her family.

Utilizing the techniques of PFL to help people articulate and face their deepest anxieties and fears while opening them up to the possibility of changing that aspect of their lives.

Giving a divorced mom peace of mind when she left my office and helping her find her own voice to stake her claim to the family business.

My best and the most personal of my success stories came just last week. My Grandfather is 89 and has severe memory loss. I visited him, taking my son as well to visit cousins. On every other trip to visit I’ve left with a feeling of dread and guilt and fear that it would be the last time I saw my Grandfather. My intention was to have what could be a final conversation without it being sad or gloomy. I wanted to tell him how I felt about him, my late Grandmother and the impact they’ve had on me. It was one of the hardest conversations I’ve ever had.

It’s a difficult thing to have one’s Grandfather introduce himself to you and ask your name. But I stayed with him one-on-one for about two hours and patiently tried to reach into those parts of his memory I thought we could reach together. It was sacred time. And thus far the most important legacy conversation I’ve ever been a part of. Entering the decade of my 40s, combined with this program, allowed me to face down my fear and dread and have that conversation. I left Florida with a lightness and peace I haven’t had following previous trips. I know I honored my Grandfather and let him remember my Grandmother and hopefully our family in past happier times.

Thank you for helping me own it. Whatever it is that I have or will pursue, I shall own it. And your guidance is a big part of my taking ownership and working in a spirit that I call “bold grace.”


Once implementing the Client Engagement System and Personal Family Lawyer® program, nothing has stopped (D.’s) practice from growing and hitting 98% retention – not the recession, not taking 3 months maternity leave, or even deciding to cut her work down to three days a week! 

After becoming a PFL in 2007, I began implementing the systems in my firm and we saw an immediate uptick in leads and prospects, but especially in client engagements. By using the Client Engagement System my engagement rate increased significantly, while at the same time we increased the prices we were charging for our services. We continued implementing, plugging away, improving over the years and had a solid foundation in place.

In 2010 I had my first child and decided to take a 3 month maternity leave; after returning I reduced my days in the office to 4 days per week so I could spend more time with my baby. Despite taking this time off and despite the recession, the law firm completely rocked 2010; we had an amazing year with strong profits and took a huge leap forward financially. In 2011 I brought in another attorney and trained her using the PFL systems and she too has about a 90% engagement rate. In 2011 I continued working only 4 days per week, and we were even more profitable than any prior year, despite the recession.

In 2012 I decided to further reduce my days in the office to 3 days per week so I could spend more time with my son and it was our best year yet in every way. We truly are attracting and engaging families that we love to serve, and doing it very well I might add. I attribute this to the PFL systems we have implemented, staff training, as well as the lessons I have received from Alexis’ coaching over the years. 2013 is off to an amazing start and we just had our highest engagement rate month ever… we engaged 98% of all prospects who came into the office in February!


Attract High Value Prospects
Engage 97.5% of of The People You Talk To & Get Paid What You Deserve
with a Proven Client Engagement System
Attract High Value Prospects
Engage 97.5% of of The People You Talk To & Get Paid What You Deserve
with a Proven Client Engagement System

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*These are actual results. Typically, lawyers who follow our systems, principles, and coaching experience increased average fees, higher engagement rates, and greater career fulfillment. Your results will (of course) vary based on your effort and application of these tools, so identical results or income cannot be guaranteed. Our programs ARE covered under the terms of our No Fail Guarantee at

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