EPiC Peer Groups

07/31/2026

Every firm has one number that tells the real story. What’s the KPI you check every week to stay ahead? Share yours in the comments.

07/28/2026

The right hire can accelerate growth. The wrong systems can slow it down. What are you building first?

07/24/2026

Growth is not always limited by demand.

For many estate planning firms, the real constraint is capacity. When the owner remains involved in every decision, client matter, and internal issue, the firm can only grow so far.

The better question may not be, “How do we attract more clients?”

It may be, “How do we build a team and systems that allow our attorneys to serve more clients without sacrificing quality?”

What is currently limiting capacity in your firm?

07/20/2026

When an estate planning firm feels overwhelmed, the instinct is often to hire another attorney. But that is not always the right first move.

Before adding another lawyer, ask where the backlog is actually coming from. If attorney, only work is creating the constraint, another attorney may be the answer. If not, stronger support, clearer systems, and better delegation may create capacity faster and at a lower cost.

Tom explored this and other practical growth decisions during his recent appearance on the TBN Speaker Series.

Watch the conversation here: https://lnkd.in/gTDRtMJm

What has created the most capacity in your firm: hiring, systems, or delegation?

07/14/2026

EPiC Peer Group meetings bring estate planning law firm owners together to step away from the day-to-day, share candid insights, challenge one another, and build stronger businesses.

These photos capture an important part of the experience: meaningful conversations, trusted relationships, fresh perspectives, and time together beyond the meeting room.

Members gain more than ideas. They gain an advisory board of peers who understand the opportunities and challenges of leading an estate planning practice and who provide the accountability to turn plans into action.

Inquire about membership today: https://epicpeergroup.com/inquire-about-membership/

06/17/2026

In this episode, Tom and Nathan explain revenue per full-time equivalent (FTE) and why it’s a key productivity “check engine light” for estate planning law firms. Listen to the full episode here:

In this episode, Tom and Nathan explain revenue per full-time equiv...

06/12/2026

Watcch the full podcast here: https://youtu.be/T3DpLsZrVB8

06/10/2026

Are you a law firm owner or leader wondering how to balance growth, profitability, and team compensation? In this episode of The EPiC Edge for Estate Planning Law Firm Owners, we explore salary caps and their role in building a sustainable, high-performing law firm.

Listen now and take control of your firm’s financial future:

Are you a law firm owner or leader wondering how to balance growth,...

06/08/2026

Hiring a team does not always mean the firm is operating like a real business.
Many estate planning law firm owners still end up as the final reviewer, decision-maker, problem-solver, and backup for everything.

In this blog, Tom breaks down 7 signs you may still be operating as an individual contributor, even if you have a team.

Read it here: https://epicpeergroup.com/2026/06/08/7-signs-youre-still-operating-as-an-individual-contributor-even-if-you-have-a-team/

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Hiring a team does not automatically make you a leader. Many law firm owners believe they have stepped into the role of CEO because they have hired more people. They have assistants, paralegals, associates, client service support and administrators.  The headcount has changed, but the operational s...

06/03/2026

The first episode of our podcast, The EPiC Edge for Estate Planning Law Firm Owners, is out now!

Tune in for actionable insights, real conversations, and practical strategies designed to help estate planning law firm owners think more clearly about growth, leadership, profitability, and building a stronger firm.
In this first episode, Tom Fafinski and Nathan Nelson dive into a key metric that can reveal whether your firm is truly scaling or simply adding more pressure behind the scenes.

Listen now and follow along for future episodes.

Youtube: https://youtu.be/T3DpLsZrVB8?si=r1DPLGHOrTYK5AXs
Podbean: https://www.podbean.com/eas/pb-b86jm-1add516

In this episode, Thomas Fafinski sits down with Nathan Nelson, co-f...