Earn an extra $200K+* in estate planning fees
in the next 12 months.
A no-fluff, 2-day in-person sales workshop built specifically for estate planning attorneys who are tired of leaving money — and clients — on the table.
Premium Boston-area venue. 24 attorneys. 2 days of live frameworks, role-play, and the exact scripts one Austin attendee used to add $30,000 of revenue inside 4 weeks.*
You're a great attorney.
Selling is the missing skill.
Law school taught you the law. Nobody taught you the conversation that turns a curious prospect into a certain engagement — without it feeling pushy, salesy, or uncomfortable.
Then prospects ghost or grind you down on price. Your time becomes free advice.
Your pipeline rises and falls with other people's calendars. You can't scale a practice on hope.
Affluent clients want a confident advisor. Hesitation in the fee conversation costs you the case.
You're paying for leads but converting like an apprentice. The bottleneck is the conversation, not the ads.
Two days in Boston.
A 40× ROI.*
The math is brutal: most estate planning attorneys recoup the entire $5,000 investment with a single new client. Close four more clients per month and you've cleared an extra $200,000+* — without writing a new ad, hiring a new attorney, or adding a single hour to your week.
Surface the beliefs about sales that are costing you clients, then build new skills through live role-plays — so you close confidently without sounding like anyone but yourself.
Real frameworks for seminars, webinars and first 1:1 meetings — including the storytelling structure we use to lift engagement and turn rooms into signed clients.
On-site professional headshots and a short video recorded with you, ready to drop into Meta Ads and fill your next seminar or webinar.
The curriculum. No theory. No fluff.
Two days, built around the conversations that actually move clients across the line — plus the assets you'll leave with to fill the next room.
- Explore each attendee's preconceived ideas of sales — and where they're costing you clients
- Introduce sales skills that work for each attendee, in their own voice
- Build confidence through live role-plays and exercises
- Before-and-after sales presentation exercises so you feel the shift in the room
- Real examples of how seminars and first 1:1 client meetings should be run to increase efficiency and conversion
- Our storytelling framework to improve engagement and performance at seminars and webinars
- Headshots taken on-site by a professional photographer
- A short video recorded with you, ready to use in Meta Ads to fill your seminars and webinars
Hear from our
first cohort.
Recorded unscripted at the close of our Austin Sales Training Workshop in March 2026. Six estate planning attorneys share what they experienced — in their own words.
"Just gave my 1st presentation since Austin. Booked 5 sessions out of 10 attendees. Felt super confident. We'll go again tomorrow night."
"I implemented what I learned in Austin and won an additional $30,000+ of business inside 1 month. Without this workshop, I simply would not have closed those clients."
Your hosts in Boston.
Two operators teaching the room: a growth strategist who's built the playbook, and a seven-figure attorney who runs it every week.
Simon Turnbull
Simon is the growth partner behind ambitious law firms across North America — building the marketing engines, sales systems, and fractional C-suite operations that move firms from referral-dependent to seven-figure operator.
Isaiah Cureton
Isaiah runs a seven-figure estate planning practice and teaches the exact consultation, close, and follow-up scripts he uses with prospective clients every week. Live role-play, no theory.
The details.
Premium Boston-area venue — confirmed attendees receive full venue details.
Two ways in.
One outcome.
Recouped with one or two additional clients in the next 12 months.
- Full 2-day workshop in Boston
- All scripts, frameworks & post-event recordings
- Save $500 vs. payment plan
- Lifetime access to alumni community
- Same workshop, same cohort, same materials
- Spread the investment over 4 months
- First payment secures your seat
- Lifetime access to alumni community
Payments are processed securely by Stripe. Seats are non-refundable but fully transferable to use in any other Headline Act training workshop within 12 months of this event.
Your 12-month upside.
Drag the sliders. See exactly what a few extra signed clients per month does to your year — and how fast the workshop pays for itself.
Andrew Hereza added $30,000+ in new fees inside 4 weeks after Austin Cohort 01. This is the math behind that.
*Illustrative. Results vary by attorney, market and practice. Not a guarantee of earnings.
VIP Day at Harvard†.
A live Small Business Flight School coaching course
A private VIP Day after the workshop — hosted at Harvard†, with a guided tour of the campus included. Walk away with a 12-month plan to double the size of your firm across sales, marketing, product, leadership, operations and cash flow.
Simon is a licensed coach of the Small Business Flight School framework created by Donald Miller. The program includes live coaching during the VIP Day, plus live coaching across 5 modules in the 90 days following the event.
- LeadershipSet a clear mission, define the roles around you, and lead the firm to strategic, economic wins.
- MarketingSharpen your messaging, build a sales funnel that converts, and run lead generators that fill the calendar.
- SalesInstall the systems — scripts, follow-up, pipeline — that turn qualified leads into signed engagements.
- ProductsLaunch and refine the offers clients actually want, priced and packaged to be genuinely profitable.
- Overhead & OperationsStreamline the back-office, cut wasted spend, and protect margin as the firm grows.
- Cash FlowManage cash with intent so the firm has the stability to grow — and the runway to keep growing.
By request only. Payment plans offered. Limited to 16 attorneys.
Submit your interestAsked & answered.
Is this only for estate planning attorneys?+
Yes. The frameworks, examples, role-plays and scripts are built specifically for estate planning practices. We keep the room niche on purpose.
I've taken sales training before. How is this different?+
Most sales training is built for SaaS reps or financial advisors. This is built for attorneys, by people who have sold legal services. You leave with the exact words to use on your next discovery call.
What if I can't make it after I've paid?+
Seats are non-refundable but fully transferable to use in any other Headline Act training workshop within 12 months of this event.
Will you run this in other cities?+
Boston is Cohort 02. Austin was Cohort 01 in March. We're always reviewing new cities, but pricing may change. Boston is the next opportunity.
How fast will I see ROI?+
Our Austin alumnus added $30K+ in new fees within 4 weeks. Results vary by attorney and practice, but you are likely to only require 1–2 new engagements to recoup the cost of the workshop fee.
24 seats. One weekend. Six figures of upside.
If you sign one extra client this year because of what you learn, the workshop has paid for itself. Most attorneys should sign several more clients, every month.
Reserve your seat →