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Ali Katz

Heart-breaker lessons from the Scribe Media
“shut down” and layoffs

I spent last weekend writing about the Scribe Media “shut down” and layoff of 80 team members with zero notice and no severance, and what we can learn from it. You can read the article here.

When I heard about the debacle, I was quite impacted because I’m a client of Scribe (they published my last two books) and because it touched my greatest fear as a business leader, reminding me of when I did something similar in 2010, and I wasn’t too far away from a similar decision just one year ago — but, because of the lessons I’m sharing with you in my article, I didn’t spiral down last year. 

Instead, I turned it around, and today our Company is even stronger..

If you are a CEO or founder, you’ll want to read the 4 lessons I’m taking away from the Scribe Media debacle here. It’s long, but worth the read as it could save you years of heartache and pain. 

And, if you are one of the new subscribers here who came to me from the Wealthy Woman Vault/Matriarch offer, and think you are not a CEO or founder – YOU ARE! 

You may not think of yourself that way, but you are and it’s time for you to start recognizing it, and acting like it — in a feminine leadership matriarchal way, of course. 🙂 

If you are here because you got the Enough Course, and you haven’t dove in yet, let this message from Lauren inspire you to schedule time to get in there this weekend:

How What Happened at Scribe Ties Into the Journey to Financial Liberation

In each of our journeys through life and entrepreneurship, we will be guided to let go — it’s a key stage on the Journey to Financial Liberation – DETACH — and Amanda and I spoke about it in the podcast episode released on the Guided podcast this week. 

We can look at what happened at Scribe Media as the result of a DETACH phase on the spiral path to liberation that “forced” JeVon McCormick, the Scribe CEO, into liberation he may not have thought he wanted, but that Life wanted for him.

Within the 4-stage spiral path framework, JeVon has now been liberated of his responsibilities to Scribe and he’s been liberated of a significant amount of financial resource he was controlling because Life is forcing him back into alignment with his values, and into a greater degree of stewardship of the amount of resource he had been given to steward.

So many lessons for each of us to learn on our own journeys. A primary lesson here is that when we don’t choose alignment, Life will often force it on us.

It’s why I spent a full day last week working on my next book to outline the 4 stages of the Journey to Financial Liberation and how we can each map our path, eyes wide open.

It’s very clear to me that if I don’t “force myself” aka “choose”, Life will find a way to make the space for it to happen, and I’d rather be in choice than force. So I invested $10,000 and a full day to work with a book editor, complete the outline and decide if I want to self-publish or create a book proposal and go the traditional publisher route.

I’ll have to write up a whole post or do a podcast on what went into the decision I made. Or maybe I’ll post it in the Eyes Wide Open FB group.

In the meantime, if you need help making eyes wide open decisions and want to know which of my offerings would be best to support your own next stage of alignment, come on into the Eyes Wide Open Revolution group here on FB, and watch this video.

To your Guided path ahead, with eyes (and heart) wide open.  
Ali Katz

Student loan payments are coming back. And I’m hearing that some of you are already struggling under the weight of debt payments from taking on EIDL because you didn’t use your EIDL quite right. If you are in the struggle around your debt, please hit reply and let me know so I can consider what to create to support you. I’ve been there, done that, and I likely have some answers.

Lawyers, you’re invited!

Every week you have the opportunity to tune in to a free workshop hosted by myself, Kim Rockwood, and Allison Osborn. Here we give you the tools to begin growing a 6-7 figure law business. Over 522 lawyers have learned how to use Estate Planning as the way to work with clients they love, without working 60+ hours a week or getting stuck in the billable hours trap. And you can create that reality for yourself too!

Start by simply adding this recurring event to your calendar, so you never miss out on any episode.

Wondering what the workshops are about? In the past few weeks we’ve trained on these value-packed topics:

  • The ONE Thing You Must Know to Price You Legal Services that Nobody Ever Told You… 
  • How You Can Set Up Your Estate Planning Practice for SALE (Or a Significant Cash-Flowing Retirement)
  • Establishing Connections with High-Value Law Clients Using Relational Communication Strategies
  • Time Management 101: Strategies to Unlock Consistent Growth in Your Law Practice.
  • How to Attract More Clients Using Effective Storytelling
  • Know Your Numbers Part 1: The Only 5 Metrics You Need to Know to Build a Life and Law Practice You Love
  • Know Your Numbers Part 2: Cash Flow Forecasting Planner

Tune in on Thursday June 1 at 12pm ET to learn how to generate more clients by setting context and using curiosity questions. For those of you in the know, yes, we teach “authentic relating” to lawyers! We love it, and so do they, and their clients.

Join the Lifestyle Lawyer’s Club Facebook Group where we will also be streaming.

Get The We Create the Economy Video Series

Presenting “We Create the Economy,” a 7-day intensive course on how to create the future you desire with crystal clear clarity and consciousness, so you can use the resources available to you right now to step fully into your power as a creator of the economy. 

Get the series here.

If you are a lawyer offering estate planning services, and missed my Mastercourse on how to use my proven presentation formula to cut your ad costs and have a steady stream of more clients than you can handle, I’ve got great news for you. 

There’s still time to access the training PLUS get my presentation deck + slides while it’s only $297. We’re repackaging it into a $2500+ product, so get it now while it’s still just a few hundred dollars.

This presentation and script + the formula on how to use it could result in hundreds of thousands or millions of dollars of revenue for you … and could make the difference between speaking that results in clients or you speaking and wasting your time.

Get access to the Mastercourse + proven slide deck and script here.

Podcasts, Radio Shows, and Interviews You’ll Enjoy

As you already know, the Guided Courage to Listen & Act podcast has officially launched! If you want to hear full episodes, follow us on Spotify, Apple Podcasts, and YouTube for inspiring episodes on the courage to listen and act.

Spotify: Link
Apple Podcasts: Link
YouTube: Link

Want to know more about legal planning for your family and why a Personal Family Lawyer could make a BIG difference for you and the people you love? I’ve been speaking on radio shows and podcasts across the country sharing how our 500+ PFL Firms serve their communities, and how a lawyer can help you use facing death to make great legal and financial decisions during your life.

Visit this link where the most recent interviews are saved for you to view: https://personalfamilylawyer.com/press/.

Too Much to Read? Here’s Your TLDR summary! 

Podcasts, live events and more:

  • The Guided Courage to Listen & Act podcast has launched 6 episodes. Listen to them now.
  • Living your vision: Practical tips. Listen to ALI KATZ episode on Raj Jana’s Stay Grounded Podcast.
  • Ali on being a relational lawyer, Grow Law Firm podcast. Watch now.
  • How will AI impact your business? And what can you to do use AI, but not fear it? Get the raw unedited Ali’s talk on AI from the INC2023 event.

Social Media:

  • Instagram: Check out Ali’s latest reel for Guided podcast Episode 6 “Letting Go” where she shares a powerful message about the importance of letting go. 
  •  Ali’s reel on Scribe layoffs offers important lessons for CEOs and founders, providing insights into her similar situation and extending support to those impacted. 
  • In an AI-dominated world, click here to access the training for three tips on success in client-serving businesses.
  • Discover Ali’s personal story of a near-death experience and the profound lesson learned in this introductory reel for Episode 2 of the Guided podcast.
  • Experience the beauty of a short reel about living in your desire. 
  • Ever had someone quit without notice? Here’s what you should do.
  • Receive NLBM’s training on pricing your legal services. Discover how to strategize and optimize your pricing.
  • Check out the intro reel on We Create the Economy 7-day free course: transform your perspective on time, money, and investing forever. 
  • Ali’s realization of true power resulted in team and business growth. This reel provides more about the importance of prioritizing genuine care and understanding of team members’ needs. Building meaningful connections should not be underestimated.

  • Facebook: Ali shared important insights about the 2023 Scribe layoffs. Learn more about how the outcome could have been different.
  •  Discover valuable #moneytalk tips for healing and better communication within your family. Follow Ali for insights and guidance. Watch the video here: Link
  • Unlock the key to staying irreplaceable by AI in your work. Stay ahead of the AI revolution. Watch the video here: Link
  • Join Ali on Facebook to learn how to choose a community in Costa Rica by commenting with “#community” to receive an invitation.

My new mentor from Egypt …
and learnings about wealth + royalty

My trip to Egypt with my kids was a game-changer, but not in the way that peak experiences have been for me in the past.

This one is taking some time to unfurl through my soul. 

And, I finally understand the value of taking space to allow for the integration, instead of just running from one thing to the next.

Not only that, but I have the fortune now to have the space. I seem to be much less interested in travel, events, community and a lot more interested in being with myself, contemplating my work, and deepening in my self love. 

If you want to hear more of where I am and what’s resonating through me as I integrate, be sure to mark your calendar for this Monday when my podcast launches! 

Yessireebobber … finally, Guided: the Courage to Listen and Act with me and my co-host Amanda Goolsby is launching on Monday.

You can check out the trailer here on YouTube. And be sure to subscribe while you are there. And, follow us here on the insta.

I do have some learnings from Egypt ready to share with you, and one of them is quite surprising about a new mentor I found.

Her name is Hatshepsut, and she was the only female pharaoh to be called King. And while she embodied the King energy through her rulership, she is reported to have ruled in a particularly feminine way bringing peace and prosperity to Egypt during her reign.

So I’m looking to Hatshepsut as an energetic mentor and contemplating the question of what shifts for me if I embody more of my own King energy while at the same time retaining my particular characteristics and qualities of a very feminine leader.

Much more to come on that, but what I can say is that this idea of embodying my King energy is influencing many of my decisions.

The biggest decision that I’m facing next is whether to completely deconstruct and rebuild Eyes Wide Open and the entire It’s All Happening Eco-System … 

It’s All Happening is the umbrella entity that covers all of my Companies … New Law Business Model, Personal Family Lawyer, Eyes Wide Open, and the future LIFTed Advisors … and it seems that the thing I imagined “all happening” when I created the Company back in 2012 has now caught up with itself, and it is actually all happening. 

The reconstruction and reconfiguration will require a major commitment of time, energy, attention and money for me to do it. 

But, I believe it’s worth it. 

Like “life’s work” level commitment and worth it-ness.

And, all of the necessary people and resources are showing up in my life, at just the right time for me to be a big yes.

Chief of Staff
Head of Brand
Head of Tech
Head of Revenue

Check, check, check, check.

All major investments in human resources, and totally worth it.

I made some big mistakes in these arenas over the past few years, and we still grew significantly, so I have more faith than I’ve ever had that Life truly does have my back. I can make mistakes, learn from them, keep growing, and keep going.

Which means I’m gathering all of my financial resources to make these investments in the humans I need to take my work to the next level, and it’s one of those moments where I get to practice intending, surrendering, and trusting.

It helps that I’ve got my “eyes wide open” financial practices dialed in. And, if you want a peak into what that looks like, make sure you are part of the Eyes Wide Open (R)evolution group — it’s free, and I share my practices with you there, so you can use them too.

Plus, we just updated and posted the new We Create the Economy 7-Day Series, and if you haven’t seen it, you should get in there and check it out. And, I shared my mid-month financial review practice there in my last post.

What’s become clear to me is that I’m on a mission to transform the way we think about the use of our individual and collective resources. From a focus on “generational wealth” to “regenerative wealth”; from a focus on “passive income” to “aligned income”; from a focus on “financial freedom” to “financial liberation” — our current models of earning, using, investing, and passing on money are based in old scarcity paradigms that I’m here to understand, transmute, alchemize and shift.

I’m so glad you’re here to do all that with me.

I look forward to seeing you on the socials, or on an upcoming call or class, all of which are listed below.

To your eyes (and heart) wide open,
Ali Katz

Lawyers, you’re invited!

This month, I’m going to teach you another strategy that up until now, we’ve only taught in our Life & Legacy Bootcamp program for $10,000. And that’s how to host presentations that actually get YOU clients instead of marketing for your competition.

Registration is now open.  The price already increased to $147, but if you use code Ali47 this weekend, you can still get it for just $47 — shhhhh, this is a secret backdoor offer just for newsletter readers!

We’ll be going through:

  • How to deliver effective presentations to your community that actually result in paying clients—not just rave reviews
  • Exactly what to say in your presentations to your community that gets 33%+ of attendees saying yes right away + the rest hiring you when they are ready
  • How to stop marketing for your competition, and educating your community only to follow up with attendees and find out they got their estate planning needs handled … by another lawyer

Plus, Personal Family Lawyer® Trish Butcher (who is right now using our presentation formulas to convert 10-12 new clients per month) will be there to answer your questions during our live Q&A. AND you’ll get lifetime access to the recording + our presentation formula, proven slide deck, and script so you can start converting more clients right away!

Go check it out here.

Egypt + Wealthy Women
& Wow, It’s Now!

First of all, welcome to all of you who are new from the Matriarch Collective’s Wealthy Woman Vault. I am thrilled you made it here. It’s quite clear to me that feminine income models are the future, and whether you are in a male or female body, you may want to start learning about money from the women who are tapping into education and tools and styles of doing business that have been sorely missing from our traditional business reality.

In service to that, if you have not yet spent $55 to get access to the Wealthy Woman Vault, you can do that here … price doubles tomorrow.

If you want to see what I mean by feminine income models, check out this highlight reel I’ve put together on Insta with women in business who I’m inspired by because of their uniquely feminine take on creating “we” economy businesses … it’s taken me a long time to find the women I’ll share here, and this past week in Egypt has confirmed for me that we need this now more than ever.

Speaking of Egypt … 

I’m on a 10-day cruise from Aswan to Cairo with my kids and 187 epic humans as part of the Wow, It’s Now! Trip with the Daybreaker Community.

We’re less than half way through, and it’s already been a WOW experience, even with my kids both getting a stomach flu thing yesterday, which on the brightside is giving me the time and space to write this newsletter because I am mostly not leaving the room tonight. 

This trip is created by super entrepreneurial, empowered moms and community leaders Miki and Radha Agrawal. Both incredibly inspiring women.

You may know Miki as the founder of Thinx, Tushy, and soon to announce her next project that will revolutionize the diaper industry and solve a major landfill issue. And, her twin Radha is the co-founder of Daybreaker and author of the book Belong.

For all the in the moment experiences, track my instagram stories, and specifically you can check out the Egypt highlight. And, if you love learning from my in the moment story of how I’m doing what I’m doing, day by day … check out the “am practice” highlight, where I check in each and every day to focus myself + give you a view in to what’s happening, as it’s happening.

A few previews here … the kids and I finally got a few photos together. Quite full range, as you’ll see …

Part of what’s happening for me while I’m here is that I’m getting more and more rooted into what I need to do to focus most of my time, energy, attention and money (TEAM) resources on telling my story in a comprehensive, compelling and meaningful way.

I’ve been building my body of work, and my Companies, so that when I finally had a story worth telling — and I knew I would one day because that’s how I navigate my life choices (what would the heroine of my favorite novel do here that would have me cheering her on?) — that the Companies I had built would be ready to catch and serve those inspired by the message.

It felt somewhat irresponsible to me to inspire you and then not have a way to serve you to actually take action on the inspiration. 

And, in the reality of how it all links together, and at the same time, building the Companies and the bodies of work, is what has created the story.

Some of the things I’m learning here in Egypt … 

I need more women in my life who inspire me in the ways I need inspiration.

Today, I have a lot of incredible women in my life. 

35-year old women who are right where I am —  building bodies of work and businesses that are at least 15-years ahead of the game of where I was at 35. And, yes, I’m inspired by them, but also they are peers, so not ahead of me in a way where I can learn what I need to see for my next level.

50-60 year old women who have raised their kids, and built their businesses, similar to how I have … they’ve done it really well, and I think they are amazing, but they haven’t created anything that I haven’t either seen or done myself yet.

So, what’s missing for me?

The women who are creating or who have created in ways that blow my heart and mind open.

On this trip, I’ve identified two so far … 

One of them is 1000’s of years old. Hatshepsut, the Queen who became King. I’m learning so much from the way she claimed and held her power. Full integration of masculine and feminine.

The other is Beatriz Ferandez, the co-founder of Crepes and Waffles, one of the biggest restaurant chains in Colombia. They serve 24M people a year with her food. She has 8,000 employees. And this restaurant business is built on a foundation of love, art, music, dance and beauty. WOW! I’m excited to share more of this feminine business artist with you. For now, you can check her out in my inspiring women highlight on Insta.

Okay, that’s it for now … time for the Temple of the day, Seti and Oseirion in Abydos.

More soon … 

To your eyes (and heart) wide open,
Ali Katz

PS  … we’ve got some great events and programs for you to learn from, if you are ready to go deeper. Don’t miss these …

Lawyers, you’re invited! FREE TRAINING ON TIME -- THIS ONE’S A DO NOT MISS.

If you have a law practice (or looking to start one) and are looking to grow a 6-7 figure business learning the new way of estate planning working with clients you love… AND without working 60+ hours a week or getting stuck in the billable hours trap, then this weekly show is designed specifically for YOU! This week’s episode of the Next Level Estate Planning Weekly LIVE Series will feature Kim Rockwood and the time management strategies our paying members use to build a life and law practice they love. This workshop is free! Just join the Lifestyle Lawyer’s Club Facebook Group to get access to the livestream and all the resources shared inside. We’ll see you there.

Big Moment!

Wow, it’s a big day! We’re celebrating 500 Personal Family Lawyer® firms serving across the US delivering on the PFL promise. That means our relational focused, heart-centered lawyers are serving approximately 60,000 families each and every year to keep themselves and the people they love out of court and out of conflict. And, from losing their assets to poor systems. And, it’s just the beginning! We are so grateful for the way you show up in your community and lead with your mind and heart. Here’s to the huge impact being made as more and more families are served by heart-centered relational lawyers we love.

If you love a lawyer, please tell them about Personal Family Lawyer … you could make a huge difference for them, their community, and for yourself, when they learn to serve you as we teach. Find your Personal Family Lawyer here.

Want to know more about legal planning for your family and why a Personal Family Lawyer could make a BIG difference for you and the people you love? I’ve been speaking on radio shows and podcasts across the country sharing how our 500+ PFL Firms serve their communities, and how a lawyer can help you use facing death to make great legal and financial decisions during your life.

Visit this link where the most recent interviews are saved for you to view: https://personalfamilylawyer.com/press/.

FOR THE LAWYERS WE LOVE:

How to Price Your Legal Services and Quote Your Fees

If you haven’t already, grab your copy of our pricing mastercourse recording where I reveal the details of the pricing + fee quoting strategy I paid consultants $22,340 to help me create. And I’m giving it to you for only $297.

Get the recording here.

During the Mastercourse, I shared our Life & Legacy 3 Step Planning Service Process. This is a part of what our Personal Family Lawyer® firm owners share with their prospects to differentiate themselves from the document drafters and online legal services and has their clients say ‘yes’ just about every time to average fees of $4,500 or more. 

And in the Mastercourse (at 1:07:06) I share exactly when in the fee quoting process I share this, and why … so you can stop charging for documents and start getting paid for your high value service instead. 

I look forward to supporting you on your journey!

Grow Law Firm Podcast with Sasha Berson

Lawyers: I have a feeling you’re going to really love being a relational lawyer. And that maybe this has been what you’ve been craving your whole law career. In a recent interview on the Grow Law Firm podcast with Host Sasha Berson, I talk about how to create a life and law practice you love. Watch the recording here (35 minutes) or listen to Grow Law Firm on Apple Podcasts or Spotify.

Too Much to Read? Here’s Your TLDR summary! 

Podcasts, live events and more:

  • Living your vision: Practical tips. Listen to ALI KATZ episode on Raj Jana’s Stay Grounded Podcast.
  • Ali on being a relational lawyer, Grow Law Firm podcast. Watch now.
  • How will AI impact your business? And what can you to do use AI, but not fear it? Get the raw unedited Ali’s talk on AI from the INC2023 event.

Social Media:

  • Instagram: Ali reminds us to seize the moment and pursue our dreams in light of the inevitability of death in this video and her poem, I’m dying.
  • Check out new reel: We are all born as #earthkeepers, capable of healing inherited traumas and nurturing our Earth by cultivating our humanity and embracing courage. 
  • Build a thriving team by understanding their needs and goals. Connect and have meaningful 1:1 conversation with your team members.
  • GET FUNCOMFORTABLE: Embrace discomfort, stretch yourself, and find true fulfillment.
     
    • Facebook: Discover valuable #moneytalk tips for healing and better communication within your family. Follow Ali for insights and guidance. Watch the video here: Link 
  • Unlock the key to staying irreplaceable by AI in your work. Stay ahead of the AI revolution. Watch the video here: Link 

Join Ali on Facebook to learn how to choose a community in Costa Rica by commenting with “#community” to receive an invitation.

Wow, a lot has happened —
Eyes Wide Open update

If you are new here, welcome. It’s great to start to get to know you. I send out these email notes just about every week to keep you updated on what I’m seeing, experiencing and feeling because I have a view into what’s happening on many levels — economically, spiritually, and globally —  that over the past 20 years I’ve come to trust to support myself and you to create life awake, aware and on your terms.

It’s more important than ever, as we’re in the midst of a war on consciousness, and it’s your consciousness that is in the midst of it.

What’s great about that is that it validates how much you truly matter. Please never forget that … YOU MATTER.

And, I’m here to keep reminding you of that.

If you’ve been here for a long-time, you know — welcome back. Hi. So glad you’ve stuck with me here over all these years. A lot is changing now, and it’s getting even more important.

Here’s how I’m handling all the change — getting into my body with a new type of physical practice that I’m extremely excited to share with you about once I get into it more. It may look like yoga, but it’s far different. More soon on that …

On that note, so much has changed since I last wrote. 

I first started writing this message to you as I was on the flight back from Costa Rica to Boulder and I’m finishing it now nearly two weeks later.

To catch you up, I spent the Winter in Costa Rica, from December 24, 2023 to March 30th, 2024 (overstayed my visa by a couple of days, and it didn’t seem to be a problem).

Now, less than two weeks later, and so much has occurred already.

I led our Q2 Practical Magic 3-year strategic vision planning workshop last Saturday. If you want the recording, hit reply so we can get you a link to buy the recording, and when you do, we’ll include the Q1 January edition as well. They are so different, you will love both.

Before that, I attended the INC 23 event in Austin, where we hosted 20 of our amazing independent minded, and heartful lawyers, and where I spoke on three panels plus did a mini-Ted style talk on the power of AI for your business — and what you can do in business right now to prepare for AI.

To listen to my AI talk, go here for a raw unedited version.

To see bits of my panel presentations, be sure to follow my Insta, where I’ll be sharing them as soon as they are ready.

Now, I’m here in Boulder only until April 27th, when I leave for a ten-day trip to Egypt with the Daybreaker crew. WOW! I just had a reading with a new Human Design reader I met (a woman who worked directly with Ra before he died), and the first thing I said to her on the call was “I’m not sure what you can tell me that’s different than what I’ve already been learning for the past 11 years I’ve known about my HD” and the first thing she said to me was “Oh, well you are about to enter your Chiron return, and your chart is changing. You’ll be going from a 1/3  Profile to a 5/2 Profile” — What/what!? Have you heard of such a thing?

And, it happens on the exact day I leave for Egypt … so apparently this Egypt trip is very important for me, and it has me more committed than ever to ensure everything on this end is in place to prepare me for this shift. 

That means I’m investing a lot of energy this April while I’m grounded here in Boulder to host a number of online events that will contribute to my legacy work, regardless of what happens in Egypt.

This is one of the ways I use death to motivate me. I ask myself everyday, what would I want left behind if today was my last day on Earth. And it becomes even more real knowing that I’m traveling internationally, and that I’m entering a portal in which I’ll come back a changed woman.

For more of my experience of how I use death to motivate me in ways, check out this post I just made on Insta — I’m dying.

And, for just a minute right now, ask yourself … if you knew this was your last day, what would you do differently today? Consider asking yourself that everyday, and see what changes in your life and your choices.

If that’s too immediate, expand it out to a month, or perhaps even a year … there’s no wrong way to do it. Just consider though that contemplation of death is part of what makes the people of Bhutan the happiest people on the planet, and it’s available to all of us, right now.

Life becomes better when we remember we are dying.

Before I sign off for today, I want to give you a little view into what’s changed for me since I left for Costa Rica on December 24th. 

Before I left, I was taking CBD everyday to feel good, navigating one of the greatest challenges of my life as a leader, and while I loved my Boulder community, I wasn’t fully satisfied. I needed the CBD I was taking to feel happy. Or at least I thought I did.

I landed in Costa Rica, took it one day, and realized I didn’t need it anymore. The land of Costa Rica was all the feel good I needed. Fascinating. 

I’m going to be speaking more about my experience of Costa Rica today on a short call hosted by friends of mine who wanted to know how I chose community, why I chose the community I did and to ask me questions about it — you are invited to join, if you post #community on this Facebook post, so we can get you the invite.

Would be great to see you there … 

To your eyes (and heart) wide open,
Ali Katz

PS  … quick note to save the date 4/19 at 9:30amPT / 12:30pmET — I’m going to be hosting a free masterclass workshop with a friend of mine and Futurepreneur, and you’re going to want to be there, live if at all possible. Registration details will be out this week. But for now, just mark the date and time in your calendar so you can join in.

LAWYERS, SAVE THE DATE FOR MY NEXT MASTERCOURSE! Yes, it’s a Mastercourse, not just a Masterclass because I’m teaching you exactly what I teach in my $10k bootcamp training.

How to Price Your Legal Services and Quote Your Fees​

How to Price Your Legal Services and Quote Your Fees

April 18th at 3:00 PM ET/ 12:00 PM PT

Early on in my law practice, I almost gave up and walked away because I couldn’t figure out how to price my services and quote my fees. It cost me years and tens of thousands of dollars (probably actually hundreds of thousands) in lost clients, and a great deal of my self confidence.

Until I finally figured out what was going wrong, and where. I invested $22,340 to work with consultants to document my discovery, and create a fee quoting system + a pricing model and schedule that has gone on to help close to 3,432 lawyers change the way they charge for their services, and that now over 500 lawyers are successfully using on the daily to get hired by 10-40 clients a month, with very little “I have to think about it” or “let me get back to you — <crickets>” or “thanks, we’ll let you know.”.

Instead, they get to yes every time, and I’m going to teach you the exact system PLUS give you my million dollar (should be called hundred million dollar) fee schedule … on April 18th at 3pET. Save the date. Registration coming tomorrow for those in our Lifestyle Lawyer’s Club Facebook group.

In this live event, I will show you how to pivot from hourly or low flat fees to a better pricing model we call  “Affordable Premium Fees”. Learning a better pricing and fee quoting model could be the difference between having a law practice and a life you love and hating your life as a lawyer. 

And it’s not just about how to price your services, but also in how you present them, so when you attend the event you’ll learn:

  • My proven fee quoting system that guides your clients to choose their own fee, so the question is not whether they are going to hire you, just what they are going to pay

  • Plus, I’ll be giving you the exact fee schedule that over 500 lawyers are now using to consistently engage 80%+ of the clients they meet with at an average fee of $4500-$6500, even in small communities where other lawyers charge just $1500

Join our Facebook group here to get the first invite, as soon as it’s ready.

RECENT RECORDINGS:

Smart Lawyers Position to Transition Podcast with Victoria Collier​

Smart Lawyers Position to Transition Podcast with Victoria Collier

Find out how building meaningful connections and relationships with clients can bring the highest value and purpose to your legal career. In this episode I share my inspiring journey from working in one of the best law firms in the country to creating a successful law practice based on lifelong client relationships beyond just legal advice. Tune in to learn more about how to create a more fulfilling legal career. Listen to the show here or listen on Apple Podcasts.

If you’re feeling stuck or unsure about your direction in life, I highly recommend giving this episode a listen where I joined Raj Jana on his “Stay Grounded” podcast to discuss living the vision of your life.

In ALI KATZ: LIVING THE VISION OF YOUR LIFE episode we talked about my personal journey towards discovering my own vision, and the tools and practices I use to stay grounded and aligned with my purpose. We also delved into the importance of being true to yourself, especially after experiencing bankruptcy, and shared practical tips for cultivating clarity and intention in your life.

I truly believe that when we are aligned with our vision, life becomes more FULFILLING and ABUNDANT.

Beyond Sales Strategies: Imagine Having a High Value Service That Sells Itself

Recording Available Now

Sales are a critical component of your business. And, without a high value service, it doesn’t matter how great your sales strategies are… you either won’t sell or you’ll feel terrible about it when you do. Consider how great it would be to have a high value service that sells itself. In this FREE Live Masterclass (possibly one of our last), I laid out all the details for you.

Get the recording here!

Lawyers: I have a feeling you’re going to really love being a relational lawyer. And that maybe this has been what you’ve been craving your whole law career. In a recent interview on the Grow Law Firm podcast with Host Sasha Berson, I talk about how to create a life and law practice you love. Watch the recording here (35 minutes) or listen to Grow Law Firm on Apple Podcasts or Spotify.

Too Much to Read? Here’s Your TLDR summary! 

Podcasts, live events and more:

  • Listen to High Connection Equal High Value with Ali Katz and Victoria Collier to learn how to build fulfilling client connections in your legal career.
  • Living your vision: Practical tips. Listen to ALI KATZ episode on Raj Jana’s Stay Grounded Podcast.
  • Lawyers boost sales with a high value service: “FREE Masterclass: High-Value Services that Sell Themselves.” 
  • Ali on being a relational lawyer, Grow Law Firm podcast. Watch now.
  • Learn how to pivot to “Affordable Premium Fees” with a proven system used by over 500 lawyers in a live event on April 18th (registration coming), but join the Lifestyle Lawyer’s Club FB group to get access to a free live Thursday PLUS her Mastercourse as soon as registration opens.
  • Looking to delve deeper into the fascinating world of AI and how it will impact your business? Then don’t miss the raw unedited Ali’s talk on AI.

Social Media:

  • Instagram: Ali reminds us to seize the moment and pursue our dreams in light of the inevitability of death in a recent Instagram post.

Facebook: Join Ali on Facebook to learn how to choose a community in Costa Rica by commenting with “#community” to receive an invitation.

Headed back to the US of
A + NEW content alert

My winter in Costa Rica is coming to an end, and I’ll be in Austin this time next week for the Independent National Convention, and to meet with some of my most favorite lawyers, in person.

To read why I’m coming back, see my message below the note. There’s still time for you to join in, if you want to come.

But, here’s what I want to begin to preview for you today … I spent all of last week here in Costa Rica with my mom, sister, and daughter + my extended community here (see my insta stories for the behind the scenes) filming content to support you because the AI revolution is here, and the biggest economic shifts of our lifetime are on the horizon.

I can feel the wake up call that I experienced myself in 2009, and that led to my bankruptcy in 2012 coming for the world. And, that means if you are still following the old path of “financial freedom” and chasing “passive income” so you can live on the money your money earns, you are about to get a rude awakening.

It was the awakening I got in 2009 when I had achieved all the heights of success, the fame and the fortune that I was promised by following the rules, and then “got there” and discovered the Emperor actually had no clothes. (Remember that book? It was one of my favorites when I was a kid.)

You see, we’ve been fed a false dream by the media and financial services industries, and you most likely know it’s true, but maybe you don’t know what to do about it.

So you try to consume more and more content, more and more information, more and more advice and guidance to try and figure it out.

But, the loops simply get you more and more lost.

To support you to learn what it took me walking away from everything, moving to a farm and filing bankruptcy to discover, and to try to convey it to you before you have to experience your own version of the same, I’ve spent the past week recording a whole bunch of new content for you.

If you are a lawyer, I’ve created the content you’ll need to get through the AI revolution and thrive, when most people are starting to realize they can just go on chatGPT to create their own legal documents. 

And, while you can put your head in the sand and say “oh, I love it when people do that because then they come to me to resolve the conflict or clean up the mess” OR you can restructure your services so you educate your communities properly, and become a trusted advisor that can never be replaced by AI. You don’t have to wait for all of my new content to understand what I mean, you can listen in on the masterclass I created last week to truly get it. 

For everyone else (and the smart lawyers too), I’ve updated the We Create the Economy intensive … the new version should be out by end of April, and it’s eye-opening.

Here’s what I can give you from it now:

  • Stop chasing financial freedom, and enough money in the bank or investments to earn money on your money, so you can live off passive income or retire … unless of course you cannot work, cannot create, or cannot contribute.

  • Hedge against a time when you cannot work, create or contribute by buying disability insurance.

  • Otherwise, begin to clarify your role in the creator eco-system. It’s the only path to the true freedom you want.

  • Sure you can live on the UBI that’s almost certainly coming, and spend your time living in a virtual world, watching TV, or otherwise consuming content, if that’s what you choose.

  • But, if you recognize that as a very limited life, and you want a life where you live connected to the earth, able to travel, connected to the other humans in your life, a full-range humanity life … now is the time to wake up and break free of the quest for financial freedom and truly start living and making your choices eyes wide open.

  • If you have extra $$ to invest, don’t look to the stock market or crypto as your first option, but as your last for the truly excess beyond what you’ll need to step fully into the creator economy with the absolute confidence to know you are living the truth of who you are, why you are here, and what’s yours to do — if you are not 100% certain of that, you invest there first … not last.

  • You did not come here to earn money, consume content, and die comfortable. You came here to LIVE fully alive, on purpose, full range … and there’s about to be a split that makes it even more difficult, but also even more fulfilling to do just that.

If you have Qs about anything I wrote here, we can talk about the answers in Austin if you are joining me there. Or, you can hit reply and let me know so I can speak to them in a future newsletter.

Welcome to the creator economy. It’s here, now. I’m excited to support you to CHOOSE the life you want, with your eyes (and heart) wide open.

With all my heart,
Ali Katz

Will I See You in Austin? If so, hit reply and LMK so I can look for you.

I’m Coming Back from Costa Rica THIS WEEK to Attend the INC23 Event in Austin … Here’s Why …

I’m at a stage of my life where I could just move to Costa Rica, and give up on the US altogether, but doing that would be an abdication of my responsibility and leadership.

But, I’m not doing that. Yes, I will build community in Costa Rica, and I will also show up for my responsibility in the US. 

If you want to understand more about what I am seeing regarding our responsibility, as well as the opportunity, duty and obligation as leaders, you can watch the recording of my presentation to my lawyer community about independent civic stewardship, and skip to 13:33 here

Everything I spoke to the lawyers about on this masterclass is relevant to each and every professional … we have a massive opportunity to make real change in our communities, and be the leaders we came here to be.

Watch, listen, and get inspired to get into relationship with people who you can unite with to create the change you want to see in the world.

Then, if you’d like to join me in Austin, you can do so in one of two ways:

  1. If you are a lawyer or really any kind of professional who wants to leverage civic stewardship to build your client base and replace your networking and marketing costs with something far more meaningful, sign up here and come to the “Get Clients With Civic Stewardship Workshop” PLUS the Inc23 event. Use code pfl50off to take 50% off your ticket price. 
  2. If you just want to attend INC and not work on your business with me, you can get your tickets here directly from INC23.

Either way, I’d love to see you there.

BTW. While this event LOOKS political, if you think this is about “politics” and is too polarizing or doesn’t align with YOUR politics, please listen to the recording — we need you more than ever to see that politics isn’t what we’ve been told it is, and doesn’t have to be polarizing, but instead uniting. Specifically, listen at 24:11, 24:40 and 36:33, please. This matters.

Lawyers: WOW! One of the Best Masterclasses I’ve Done Ever …

Beyond Sales Strategies: Imagine Having a High Value Service That Sells Itself

Recording Available Now

Sales are a critical component of your business. And, without a high value service, it doesn’t matter how great your sales strategies are… you either won’t sell or you’ll feel terrible about it when you do. Consider how great it would be to have a high value service that sells itself. In this FREE Live Masterclass (possibly one of our last), I laid out all the details for you.

Get the recording here!

On CultureShift, I spoke about how to frame the conversation when you’re ready to talk money with the people you love. I fielded questions from callers asking about estate planning, special needs trusts, how to avoid probate, and if you should list beneficiaries on your bank accounts or if there’s a better way. As you listen in you’ll realize that we always inherit something whether it’s a mess, or debt, or family wealth resources properly passed on. Creating an inventory of your assets, a Personal Resource Map, is one of the first steps we all should take. Find out more by listening to the recording here!

In this interview, I help you think about what you have… because we all have something that will need to be taken care of after we pass away. Maybe you’re a musician with a library of music you’ve created or an artist and your art may be worth money after you die. I discuss the lessons we can learn from how Bob Ross handled his affairs before he died. I encourage you to look at what we have as a family and to talk about what is “enough” and do we have “enough.” She gives insight into talking to lawyers, getting your planning in place at 18, and disclosing who your decision maker will be while you’re still alive. Actions like this are how we can face death with our eyes wide open instead of avoiding the topic. Listen here!

Are you checking out Ali’s socials? She’s been live posting from Costa Rica, and this is going to be a big week you won’t want to miss. Catch Ali’s stories on Instagram or her Ali Katz “fan page” on Facebook.

If you haven’t already, be sure to follow @personalfamilylawyer on TikTok, Facebook, and Instagram 

Follow New Law Business Model on Instagram for Law Practice Pivots📈

Join the Lifestyle Lawyer’s Club Facebook Group of 1.7k+ lawyers like you⚖️

Subscribe to receive The Relational Lawyer newsletter to your inbox 4x a month📩

Not a Lawyer? Click here to join Eyes Wide Open Membership today🤝

What does “living the dream”
really mean?

Best-selling book, living in Costa Rica half the year, a $10M company  … all of that is the dream, right?

It is now, but it wasn’t ten years ago when I had created a version of this that looked quite similar from the outside, but was a living nightmare on the inside. 

What’s the difference between all I’ve created now and what I had created then?

Why did I walk away from all of it – much the same as what I have now, by the way – a bit more than 10 years ago, move to a farm and file BK?

Only to rebuild it all today, same in many ways on the outside, yet so very different on the inside.

The difference this time is who I be as I do it. 

Watch my insta reel from this week about the contrast to get a glimpse. 

Your come from is everything. 

I was coming from scarcity, fear, not enoughness, money dysmorphia, wetiko, shame, hiding, blaming, deep victim consciousness. 

I had to heal it to be able to create from a new place. 

Gratitude consciousness, self-responsibility, self-trust, true worth and true wealth, share the wealth, enough for me and everyone, trust, trust, trust  … practical magic, seeing the bigger picture, knowing who I am, why I’m here and what’s mine to do. 

From this place, I know I can make it through anything and everything. It’s all here for me. Especially the hard stuff. I just need to learn. 

And I will. 

And I do. 

So I can teach. 

How else do we evolve?

Don’t get too caught up in the circumstances of the bank failures and the AI that’s coming  … they are gifts for your evolution. Don’t ignore them. Just hold them in right relationship as an opportunity here for you rather than to take anything at all away from you. 

Will you choose to see them as such?

The American Dream is yours to create, as a creator of the economy.

As a creator of your community. 

As a leader of your life. 

You are so powerful. 

If it feels like a nightmare, change the lens you are looking through and find the dream  … 

In service to supporting you to do just that, I’m going to be re-recording the We Create the Economy Intensive next week. We will re-release it in late April. 

In the meantime, here’s a link to pick up the Enough Course for just $33. Get it now, as I’ll be increasing the investment once I upgrade the intensive and start running ads to it. 

It’s all evolving. So glad to have you along for the ride. 

To your eyes (and heart) wide open,
Ali Katz

PS. I get a lot of people who want to “pick my brain” and ask me questions. I have a membership for that. It’s here. You get weekly coaching with me + a private FB group with a super awesome group of people (mostly women, and some smart men) … and all of my programs included. If you want free, you can go back through the We Create the Economy Intensive, wait for my podcast coming out soon, read my books, or join a free masterclass. Getting my eyes and heart on your business = paid.

Will I See You in Austin?

I’m Coming Back from Costa Rica to Attend the INC23 Event in Austin … Here’s Why ….

I’m at a stage of my life where I could just move to Costa Rica, and give up on the US altogether, but doing that would be an abdication of my responsibility and leadership.

But, I’m not doing that. Yes, I will build community in Costa Rica, and I will also show up for my responsibility in the US.

If you want to understand more about what I am seeing regarding our responsibility, as well as the opportunity, duty and obligation as leaders, you can watch the recording of my presentation to my lawyer community about independent civic stewardship, and skip to 13:33 here

Everything I spoke to the lawyers about on this masterclass is relevant to each and every professional … we have a massive opportunity to make real change in our communities, and be the leaders we came here to be.

Watch, listen, and get inspired to get into relationship with people who you can unite with to create the change you want to see in the world.

Then, if you’d like to join me in Austin, you can do so in one of two ways:

  1. If you are a lawyer or really any kind of professional who wants to leverage civic stewardship to build your client base and replace your networking and marketing costs with something far more meaningful, sign up here and come to the “Get Clients With Civic Stewardship Workshop” PLUS the Inc23 event. Use code pfl50off to take 50% off your ticket price.

  2. If you just want to attend INC and not work on your business with me, you can get your tickets here directly from INC23.

Either way, I’d love to see you there.

PS. While this event LOOKS political, if you think this is about “politics” and is too polarizing or doesn’t align with YOUR politics, please listen to the recording — we need you more than ever to see that politics isn’t what we’ve been told it is, and doesn’t have to be polarizing, but instead uniting. Specifically, listen at 24:11, 24:40 and 36:33, please. This matters.

Woohoo We Hit #1 in Several Categories!

I’m so excited to share that the second edition of my first book, Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning, is NOW AVAILABLE. And it’s quickly become an Amazon Best Seller!

Wear Clean Underwear is currently ranked #1 in the Amazon category for Practical Guides to Wills, Practical Guides to Living Wills, Practical Guides for Law, and Parenting Reference. That’s fun!

It’s been an amazing journey getting it updated for 2023 reality with advice around crypto and international living, and I’m thrilled to share it with you. Be among the first to read the new version by purchasing here: https://geni.us/wearcleanunderwear.

And, if you want to hear the story behind the funny title, watch this hilarious interview from when I was on view from the bay back in 2010 or so. I was so young and cute, and this interview is a hoot.

Lawyers: Join me on March 21st for One of Our Last Free Masterclasses … It’s Going to Be So Good

Beyond Sales Strategies: Imagine Having a High Value Service that

Sells Itself

March 21st at 11 AM ET/ 8 AM PT Can’t make it live? Register and get the recording.

Sales are a critical component of your business. And, without a high value service, it doesn’t matter how great your sales strategies are… you either won’t sell or you’ll feel terrible about it when you do. Consider how great it would be to have a high value service that sells itself. In this FREE Live Masterclass, I’m going to lay all the details out for you. When you attend you’ll learn:

  • How to create a high value service that is priced and packaged so you can deliver it with support, and do not have to try to do everything alone just to save money…having the right technology and a team lets you scale, and that costs $$—with the right high value service, you can pay for it.

  • The secrets of effective intake and engagement systems that result in at least 80% of the people you meet with hiring you and paying you in full for your services

  • A proven system for educating your community so that you are omnipresent, seen everywhere by the people you love to serve—and seen as a respected expert/authority

  • How to leverage tech and AI to get extremely efficient so you can have the time to create more connection with your clients

  • How to not only retain, but continuously grow your book of business by providing your clients with the connection they want, expanding your emotional IQ, and offering a lifetime of relational support that can never be replaced by AI

Register here!

On CultureShift, I spoke about how to frame the conversation when you’re ready to talk money with the people you love. I fielded questions from callers asking about estate planning, special needs trusts, how to avoid probate, and if you should list beneficiaries on your bank accounts or if there’s a better way. As you listen in you’ll realize that we always inherit something whether it’s a mess, or debt, or family wealth resources properly passed on. Creating an inventory of your assets, a Personal Resource Map, is one of the first steps we all should take. Find out more by listening to the recording here!

In this interview, I help you think about what you have… because we all have something that will need to be taken care of after we pass away. Maybe you’re a musician with a library of music you’ve created or an artist and your art may be worth money after you die. I discuss the lessons we can learn from how Bob Ross handled his affairs before he died. I encourage you to look at what we have as a family and to talk about what is “enough” and do we have “enough.” She gives insight into talking to lawyers, getting your planning in place at 18, and disclosing who your decision maker will be while you’re still alive. Actions like this are how we can face death with our eyes wide open instead of avoiding the topic. Listen here!

QUICK LINKS:

Are you checking out Ali’s socials? She’s been live posting from Costa Rica, and this is going to be a big week you won’t want to miss. Catch Ali’s stories on Instagram or her Ali Katz “fan page” on Facebook.

If you haven’t already, be sure to follow @personalfamilylawyer on TikTok, Facebook, and Instagram 

Follow New Law Business Model on Instagram for Law Practice Pivots📈

Join the Lifestyle Lawyer’s Club Facebook Group of 1.7k+ lawyers like you⚖️

Subscribe to receive The Relational Lawyer newsletter to your inbox 4x a month📩

Not a Lawyer? Click here to join Eyes Wide Open Membership today🤝