Episode 372: Your Maintenance Program Isn't Working, What 700 Families Pay For Instead (ft.Tim Sechler)

Your law firm maintenance program probably stinks. And deep down, you already know it. In this episode, Molly and attorney Tim Sechler break down how he transformed a neglected maintenance plan into a 700-member client club that now runs as its own business inside his estate planning firm.

Tim walks through why he switched from annual billing to monthly, how he staffed the program with two dedicated team members, and what 60+ events per year (including a Country Western Night with 80 clients in cowboy hats) actually looks like inside a five-attorney shop.

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Tim Sechler is a Certified Elder Law Attorney (CELA) and owner of the Sechler Law Firm in Pennsylvania. He has spent 15+ years building an estate planning practice, and over the last three years transformed his client membership program into the Red Wagon Club — a 700-member community with 80% year-over-year retention, its own budget, its own team, and 60+ events annually.

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Takeaways:

  • Why the word “maintenance” is killing your program (and what to call it instead)
  • How Tim built a 700-member club inside a five-attorney estate planning firm
  • Why monthly billing beats annual — for accountability, cash flow, and client retention
  • How to turn trust funding into a group “funding party” experience instead of one-on-one drudgery
  • Why your membership program may be the most valuable asset in your firm for a future buyer
  • How the Kiyosaki Cash Flow Quadrant explains why most law firm owners are still self-employed
  • What AI drafting tools mean for estate planning firms that only sell documents
  • How to start with your first 5 families and build from there (you will make excuses at the first happy hour — that is normal)

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