Your very own success coach for estate planning

 

Art of Estate Planning Mentor

The Mentor Program is a private membership exclusively for alumni of The Art of Estate Planning Online Course.   If you signed up for the online course with the best of intentions, super excited to learn at your own pace and set up you estate planning service, and then... clients, life, a pandemic got in the way... then the Mentor Program is for you!   The Mentor Program supports you to go deeper into your estate planning mastery, keeps you accountable for the practical aspects of setting up your estate planning service, and connects you with an inspiring community of professionals who value estate planning as much as you do.

$49.00 AUD every month
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A private membership exclusively for alumni of The Art of Estate Planning Online Course.

 

For those who are serious about getting results. 

 

What's included? 

Accountability

  • Congrats! You've just hired your very own Success Coach!
  • Fast track your success and go beyond the self paced learning format of an online course 
  • Stay accountable and on track with a community of likeminded professionals who share your goals

Implementation Support

  • A 12 month program that takes a deep dive into the practical issues of setting up an estate planning solution for growth
  • Each month we'll focus on a specific theme designed to turn up the dial on your implementation progress
  • Interactive live Zoom training with Tara Lucke once a month drilling down into that month's topic
  • A monthly challenge engineered to get you results

Community

  • Join a private facebook group only for alumni of The Art of Estate Planning course
  • Live access to Tara Lucke for all your estate planning questions and support
  • Be part of a community of likeminded professionals who have completed the same training and are on the same path to using estate planning for business growth

Want a sneak peak?

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What our members are saying about the Mentor Program

 

I highly recommend the Art of Estate Planning mentor program for any lawyer, financial planner or other professional looking to upskill in estate planning. The mentor program has helped build my practical skills in assessing client needs and also assisted in building my confidence when it comes to pricing, etc., of my estate planning services. It’s also great to be in a group where financial professionals provide their insights on the topics so that I can provide a more well-rounded service to clients.  Jono, Lawyer

Frequently Asked Questions

  • How much does it cost?  You are invited to join for $49 per month.  The price may go up over time, however if you join now your price will be grandfathered at $49 irrespective of future price rises.

  • I'm busy! (that's why I haven't finished the course yet)...  I know it's easy for life to get in the way and for the squeaky wheel to get the grease, especially when you're trying to work through self paced learning.  The Mentor Program isn't trying to give you another to-do list.  It will give you laser focus on 1 task per month which will get your estate planning solution up and running.  You'll get more practical resources, friends who are going on the exact same journey, real-time support, accountability and inspiration.

  • How will the zoom calls work?  The interactive zoom calls will be held on the second Thursday of every month. The Facebook Group will set out all zoom dates in advance so you have plenty of time to clear your diary.  If you can't attend the zoom live, a recording will be emailed to you after the event.

  • How long do I have to sign up for?  There is no ongoing commitment and you can cancel your membership anytime you decide you are no longer receiving value from being part of the membership.  If you cancel part way through your month, you won't get a refund for any part payment and you won't be charged for any future months.

  • Who is invited to join the membership?  The members will include financial advisers, accountants and lawyers who have enrolled in The Art of Estate Planning online course.

  • Does it matter if I haven't finished the online course?  Nope! This program is designed to help you get results from the online course, stay on track for completing the modules and to implement the recommendations so you can fast track the return on your investment in the course.

  • I finished the course ages ago. Is this just a rehash of the same information from the course?  We won't re-teach the same content as covered by the course but we will drill further into the practical aspects touched on by the course leveraging off the course. The program above should give you a good feel for whether you would like to invest further in these topics.

  • I hate Facebook! Do I need an account to join the membership?  A facebook account is helpful but not necessary.  You can still join the monthly interactive Zoom calls, participate in the monthly challenge and you'll receive emails keeping you up to date. But you will miss out on all the juicy questions and interaction that happens in the group.

Have a question for Tara about whether the Art of Estate Planning Mentor program is right for you?

 

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