EPiC Peer Groups

EPiC Peer Groups Estate Planners' "i" Council—a mastermind concept for law firms who focus on estate planning.

Members meet regularly in a collaborative environment to help each other become better business owners, solution providers and investors in their own businesses.

05/29/2026

What are some of the biggest challenges facing estate planning law firm owners today?

From staffing and leadership to operational efficiency and sustainable growth, these are the types of conversations EPiC members engage in every day.

We're excited that Tom Fafinski will be joining Eli Angote and Stephanie Rosso of The Best Notary, along with EPiC member Elijah Keyes, for an upcoming installment of The Best Notary's Trusted Advisors Speaker Series.

Watch the short preview below to learn more about the discussion, and register to join us live on June 2.

Drop your answer in the comments ⬇️
05/29/2026

Drop your answer in the comments ⬇️

Being busy does not always mean making progress.Many law firm owners spend their days solving problems and keeping the b...
05/29/2026

Being busy does not always mean making progress.

Many law firm owners spend their days solving problems and keeping the business moving, but still end the week wondering: Did the firm actually grow?

Join Thomas Fafinski on TBN speaker series with Eli Angote & Stephanie Rosso, PhD on Wednesday, June 3, as he talks about why so many owners feel constantly busy, yet still feel stuck when it comes to real growth.

Watch the teaser here and see if this sounds familiar: https://youtu.be/F2aMYRhPQT0?si=l9JQwBw6MbCaTgIf

Is your team constantly busy, yet progress still feels stalled? The problem may not be effort — it may be hidden in the numbers. Join Tom Fafinski as he brea...

Most estate planning law firm owners don't have a growth problem—they have a capacity problem.They're busy, overwhelmed,...
05/27/2026

Most estate planning law firm owners don't have a growth problem—they have a capacity problem.

They're busy, overwhelmed, and making critical business decisions in isolation while trying to keep up with client work, team management, and daily operations.

Join Eli Angote and Stephanie Rosso of TheBestNotary.net, Thomas Fafinski of EPiC Peer Groups, and EPiC member Elijah Keyes for The Best Notary Trusted Advisors Speaker Series as they share real-world observations from working with estate planning firms across the country, including common operational bottlenecks, leadership challenges, and opportunities to improve performance.

📅 June 2
🕛 12:00 PM PDT / 3:00 PM EDT

Register now by scanning the QR code or visiting the registration link in the comments below.

Sales conversations matter. Communication matters. Follow-up matters.What has helped your firm improve client acquisitio...
05/21/2026

Sales conversations matter. Communication matters. Follow-up matters.

What has helped your firm improve client acquisition the most?

Do you know your number?
05/15/2026

Do you know your number?

How often does your firm follow up after the engagement ends?
05/11/2026

How often does your firm follow up after the engagement ends?

Learn more:
05/06/2026

Learn more:

Running an estate planning law firm is a juggling act. Clients need your attention, your team needs your guidance, and the day-to-day fires never seem to stop flaring up. Then, before you know it, the quarter’s over and you’re left wondering, “Wait, did we actually make progress on the big stu...

You don’t need more data. You need better data.Focus on three metrics:Revenue per FTETells you how efficiently your team...
04/29/2026

You don’t need more data. You need better data.

Focus on three metrics:

Revenue per FTE
Tells you how efficiently your team is producing.

Conversion rate
Shows how well you turn consults into clients.

Trailing 12 month profit
Reveals if your growth is actually sustainable.

Review them weekly.
Watch trends.
Adjust early.

The firms that scale are intentional about where they are going and how they will get there.They define targets.They bui...
04/27/2026

The firms that scale are intentional about where they are going and how they will get there.

They define targets.
They build systems.
They commit to ex*****on.

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