An Exclusive Invitation for Unbundled Attorneys Only:
UNBUNDLED ATTORNEY MASTERMIND RETREAT
⛳️ And 1st Annual Unbundled Attorney Golf Tournament ⛳️
April 29th - May 1st,  2022   |   Austin, TX
An Exclusive Invitation for Unbundled Attorneys Only:
UNBUNDLED ATTORNEY MASTERMIND RETREAT
&
1st Annual Unbundled Attorney 
Golf Tournament
April 29 - May 1, 2022 | Austin, TX
What is the Unbundled Attorney Mastermind Retreat?
Our event is an exclusive and intimate Mastermind retreat for active Unbundled Attorneys who want to learn from and connect with fellow Unbundled Attorneys from all around the country. 

Share and discover ideas and strategies with a growing community of like-minded attorneys who are committed to building highly profitable practice while expanding affordability and accessibility of legal services in America.
        
This is not a conference or speaker-thon… it’s about connecting with other attorneys just like you who have built successful, thriving practices, and helping you learn exactly what you need to do to take your practice to the next level.
What is the Unbundled Attorney Mastermind Retreat?
Our event is an exclusive and intimate Mastermind retreat for active Unbundled Attorneys who want to learn from and connect with fellow Unbundled Attorneys from all around the country. 

Share and discover ideas and strategies with a growing community of like-minded attorneys who are committed to building highly profitable practice while expanding affordability and accessibility of legal services in America.
        
This is not a conference or speaker-thon… it’s about connecting with other attorneys just like you who have built successful, thriving practices, and helping you learn exactly what you need to do to take your practice to the next level.
What is a Mastermind?
The Unbundled Attorney Mastermind Retreat will be coordinated in the same spirit developed by the great Napoleon Hill, author of the widely acclaimed book, Think and Grow Rich:

“No mind is complete by itself. It needs contact and association with other minds to grow and expand.”

Think of two great Clydesdale horses who individually can pull 8,000 lbs., but working together they will pull as much as 32,000 lbs. One would expect a 2X increase, but instead they can pull four times as much weight when working together. 
Similarly, this Mastermind will be a coordination of knowledge and effort between a group of like-minded attorneys. The increased energy created through this group will lead to tremendous growth of your practice, and a long term impact on accessibility of legal services in North America. 

It is this form of cooperative alliance that has been the basis of every great fortune and significant achievement in history.
What is a Mastermind?
The Unbundled Attorney Mastermind Retreat will be coordinated in the same spirit developed by the great Napoleon Hill, author of the widely acclaimed book, Think and Grow Rich:

“No mind is complete by itself. It needs contact and association with other minds to grow and expand.”

Think of two great Clydesdale horses who individually can pull 8,000 lbs., but working together they will pull as much as 32,000 lbs. One would expect a 2X increase, but instead they can pull four times as much weight when working together.
Similarly, this Mastermind will be a coordination of knowledge and effort between a group of like-minded attorneys. The increased energy created through this group will lead to tremendous growth of your practice, and a long term impact on accessibility of legal services in North America. 

It is this form of cooperative alliance that has been the basis of every great fortune and significant achievement in history.
Who's Speaking?
We're proud to announce that our speakers will be comprised entirely of Unbundled Attorneys and members from our team...
Clay Wilkinson
Clay has worked with Unbundled Attorney for 7 years now and during that time period, has fielded over 8000 Unbundled leads. Throughout the process, Clay has developed a suite of unbundled services to fit the legal needs and budget of his clients for both uncontested and contested family law cases. 

Clay will discuss how to break cases down into billable segments and offer unbundled services on both the “horizontal” and “vertical” scale. He will share typical price points for each of his unbundled services, how he educates and enrolls each client, and how to draft the limited scope retainer agreements to fit each unique relationship. 

Clay will also provide real-life client examples and share the actual limited scope agreements he drafted for these clients. This will be an unbundling “masterclass” from one of the most experienced Unbundled Attorneys in the network. You won’t want to miss it!
Brandon Potter and Robert Foster
Over the past 18 months, Brandon and Robert have scaled their Knoxville, TN practice from a solo firm doing about $20k a month in revenue, to a multi-location full size law firm with 6+ lawyers, paralegals, and generating over $200,000 a month in revenue. They are now in the process of opening up their third office in Nashville, TN. 

This rocketship journey of incredible growth has involved many challenges that they have successfully evolved through and overcome. Brandon and Robert will share many of the challenges that arise when you are scaling up the size and scope of your firm. We’ll discuss how to attract and keep great talent, how to implement systems and technology to support a higher volume firm, and how to obtain the necessary financing to support a more aggressive growth strategy. 

Get ready for a high level discussion on “how to effectively scale up a law practice” from a team that successfully reached multiple 6 figures a month in revenue in less than 12 months. 
Anthony Saunders
Anthony has not only successfully built and sold two separate law firms, he is also one of the longest running and highest converting Unbundled Attorneys in the network. His lead conversion rate was 50-70% or more for the last 5+ years. 

Anthony will share the key components of a successful client conversion process. From maximizing your contact rate, to optimizing your initial consultations, to refining your service options, and developing a compelling starting offer - this will be a “soup to nuts” breakdown of how to substantially increase your lead conversion rate and profits for your firm. 

He will also outline how to break up your cases into limited scope billable “segments”, and provide sample limited scope retainer agreements and pricing details for each option from his own practice. 
Aaron Harshman
Aaron and his wife Rachelle have both run family and criminal practices in Indianapolis, IN for many years. When we launched criminal leads, Aaron was the first and most successful “beta testers” of those leads, converting 30-40% of his leads into paying clients right from the start. 

During this presentation Aaron will explain the exact process he follows that enables him to have such a successful conversion rate with criminal leads. This includes typical flat rate pricing, how to approach the initial consultation, and how he calculates his uniquely flexible deposits and payment plans. 

These strategies will not only help you substantially increase your conversion rate of your criminal leads, but also can be applied to other practice areas like Family Law, Bankruptcy and Immigration. 

There’s a reason Aaron is the highest converting criminal lawyer in the network. After this session, you’ll know exactly how he does it, and can apply this approach with your leads right away. 
What Will We Cover?
Our Mastermind retreat content and education will be provided almost entirely by fellow Unbundled Attorneys from our network. Our speakers will be presenting in open-discussion style “fireside” chats, where you’re invited to ask questions and get personalized answers on the methods, practices and strategies that are creating massive success. 

In addition, there will be a number of sessions that will enable you to get to know and learn from the other Unbundled Attorneys that are attending the retreat. 
Mastermind Roundtables 
During the “Mastermind Roundtable” sessions you will have the opportunity to provide and receive personalized feedback from other Unbundled Attorneys about how to overcome specific challenges you are facing. 

Attendees will be broken up into group “roundtables” and each attendee will have at least two opportunities to be on the “hot seat”. During the hot seat, you can share any issue you are currently dealing with, or that you would like some guidance on. 

The Unbundled Attorneys at your table will provide you with advice, ideas and recommendations from their own personal experience that can help you overcome that challenge and take your practice to the next level.   

Each year these Mastermind Roundtables sessions have been voted as the most beneficial part of the entire Retreat experience. This is because the Roundtables enable you to receive advice directly from other Unbundled Attorneys, each of whom receive the same types of leads, and often have successfully overcome the exact challenges you are currently facing in your practice. 
Live Recorded Call Training
During our live call training, you will have the opportunity to listen to actual consultations from some of our most experienced Unbundled Attorneys. 
You’ll listen as the attorneys introduce themselves to the client, ask questions and determine the client's legal needs, discuss service options and strategy, and then successfully enroll and collect payment from the client.

After each call, we’ll discuss each call in detail, why the attorney approaches the consultations in the way they do and why, and also answer any of your questions. 

Hearing actual live consultations that our highest converting Unbundled Attorneys have with their actual clients is the best and fastest way for you to learn how to start converting more of your leads into paying clients right away. 

You’ll recognize instantly what it is that they do exceptionally well, what it is that you can do differently to improve, and have all the guidance and insight you need to start applying these strategies on your very next consultation.  

Special Announcements Made Here, In Person
Our CEO will be announcing exciting new features and developments that we’ve been working on for months, and in some cases, even years. 

For example, we’re unveiling a groundbreaking new way to receive and connect with your Unbundled leads in real time, new training resources that will level up your lead conversion rate, and brand a new service option that will eliminate the need to respond to your leads, and follow up with unresponsive clients. 

These and other special announcements are on the agenda for the Unbundled Attorney Mastermind Retreat 2022!
Meet and Mingle with the Unbundled Attorney Team
It has been a pleasure meeting you and getting to know you on our calls. However, we love to meet with as many Unbundled Attorneys as we can face to face. 

We can’t wait to shake your hand, and get to know you better during our Thursday evening meet and greet, during the event, and at the Friday and Saturday evening dinner. 

Additionally, you’ll get a chance to know us! Who we are, what we are passionate about, and the personal story behind what inspired us to start Unbundled Attorney.
Who's Speaking?
We're proud to announce that our speakers will be comprised entirely of 
Unbundled Attorneys and members from our team...
Clay Wilkinson
Clay has worked with Unbundled Attorney for 7 years now and during that time period, has fielded over 8000 Unbundled leads. Throughout the process, Clay has developed a suite of unbundled services to fit the legal needs and budget of his clients for both uncontested and contested family law cases. 

Clay will discuss how to break cases down into billable segments and offer unbundled services on both the “horizontal” and “vertical” scale. He will share typical price points for each of his unbundled services, how he educates and enrolls each client, and how to draft the limited scope retainer agreements to fit each unique relationship. 

Clay will also provide real-life client examples and share the actual limited scope agreements he drafted for these clients. This will be an unbundling “masterclass” from one of the most experienced Unbundled Attorneys in the network. You won’t want to miss it!
Over the past 18 months, Brandon and Robert have scaled their Knoxville, TN practice from a solo firm doing about $20k a month in revenue, to a multi-location full size law firm with 6+ lawyers, paralegals, and generating over $200,000 a month in revenue. They are now in the process of opening up their third office in Nashville, TN. 

This rocketship journey of incredible growth has involved many challenges that they have successfully evolved through and overcome. Brandon and Robert will share many of the challenges that arise when you are scaling up the size and scope of your firm. We’ll discuss how to attract and keep great talent, how to implement systems and technology to support a higher volume firm, and how to obtain the necessary financing to support a more aggressive growth strategy. 

Get ready for a high level discussion on “how to effectively scale up a law practice” from a team that successfully reached multiple 6 figures a month in revenue in less than 12 months. 

Brandon Potter and Robert Foster
Anthony Saunders
Anthony has not only successfully built and sold two separate law firms, he is also one of the longest running and highest converting Unbundled Attorneys in the network. His lead conversion rate was 50-70% or more for the last 5+ years. 

Anthony will share the key components of a successful client conversion process. From maximizing your contact rate, to optimizing your initial consultations, to refining your service options, and developing a compelling starting offer - this will be a “soup to nuts” breakdown of how to substantially increase your lead conversion rate and profits for your firm. 

He will also outline how to break up your cases into limited scope billable “segments”, and provide sample limited scope retainer agreements and pricing details for each option from his own practice. 
Aaron and his wife Rachelle have both run family and criminal practices in Indianapolis, IN for many years. When we launched criminal leads, Aaron was the first and most successful “beta testers” of those leads, converting 30-40% of his leads into paying clients right from the start. 

During this presentation Aaron will explain the exact process he follows that enables him to have such a successful conversion rate with criminal leads. This includes typical flat rate pricing, how to approach the initial consultation, and how he calculates his uniquely flexible deposits and payment plans. 

These strategies will not only help you substantially increase your conversion rate of your criminal leads, but also can be applied to other practice areas like Family Law, Bankruptcy and Immigration. 

There’s a reason Aaron is the highest converting criminal lawyer in the network. After this session, you’ll know exactly how he does it, and can apply this approach with your leads right away. 
Aaron Harshman
What Will We Cover?
Our Mastermind retreat content and education will be provided almost entirely by fellow Unbundled Attorneys from our network. Our speakers will be presenting in open-discussion style “fireside” chats, where you’re invited to ask questions and get personalized answers on the methods, practices and strategies that are creating massive success. 

In addition, there will be a number of sessions that will enable you to get to know and learn from the other Unbundled Attorneys that are attending the retreat. 
Mastermind Roundtables 
During the “Mastermind Roundtable” sessions you will have the opportunity to provide and receive personalized feedback from other Unbundled Attorneys about how to overcome specific challenges you are facing. 

Attendees will be broken up into group “roundtables” and each attendee will have at least two opportunities to be on the “hot seat”. During the hot seat, you can share any issue you are currently dealing with, or that you would like some guidance on. 

The Unbundled Attorneys at your table will provide you with advice, ideas and recommendations from their own personal experience that can help you overcome that challenge and take your practice to the next level.   

Each year these Mastermind Roundtables sessions have been voted as the most beneficial part of the entire Retreat experience. This is because the Roundtables enable you to receive advice directly from other Unbundled Attorneys, each of whom receive the same types of leads, and often have successfully overcome the exact challenges you are currently facing in your practice. 

Live Recorded Call Training
During our live call training, you will have the opportunity to listen to actual consultations from some of our most experienced Unbundled Attorneys. 
You’ll listen as the attorneys introduce themselves to the client, ask questions and determine the client's legal needs, discuss service options and strategy, and then successfully enroll and collect payment from the client.

After each call, we’ll discuss each call in detail, why the attorney approaches the consultations in the way they do and why, and also answer any of your questions. 

Hearing actual live consultations that our highest converting Unbundled Attorneys have with their actual clients is the best and fastest way for you to learn how to start converting more of your leads into paying clients right away. 

You’ll recognize instantly what it is that they do exceptionally well, what it is that you can do differently to improve, and have all the guidance and insight you need to start applying these strategies on your very next consultation.  


Special Announcements Made Here, In Person
Our CEO will be announcing exciting new features and developments that we’ve been working on for months, and in some cases, even years. 

For example, we’re unveiling a groundbreaking new way to receive and connect with your Unbundled leads in real time, new training resources that will level up your lead conversion rate, and brand a new service option that will eliminate the need to respond to your leads, and follow up with unresponsive clients. 

These and other special announcements are on the agenda for the Unbundled Attorney Mastermind Retreat 2022!
Meet and Mingle with the Unbundled Attorney Team
It has been a pleasure meeting you and getting to know you on our calls. 
However, we love to meet with as many Unbundled Attorneys as we 
can face to face. We can’t wait to shake your hand, and get to know 
you better during our Thursday evening meet and greet, during the event, 
and at the Friday and Saturday evening dinner. 

Additionally, you’ll get a chance to know us! Who we are, what we are 
passionate about, and the personal story behind what inspired us 
to start Unbundled Attorney.
The Venue - Where It's All Happening!
The Unbundled Attorney Mastermind Retreat will be hosted at the luxurious Omni Hotel in Downtown Austin, located in the heart of the Financial District. It features an incredible roof-top pool, a sprawling fitness center, and is in within walking distance to popular dining and music entertainment venues.
CUSTOM JAVASCRIPT / HTML
The Venue - Where It's All Happening!
The Unbundled Attorney Mastermind Retreat will be hosted at the luxurious Omni Hotel in Downtown Austin, located in the heart of the Financial District. It features an incredible roof-top pool, a sprawling fitness center, and is in within walking distance to popular dining and music entertainment venues.
CUSTOM JAVASCRIPT / HTML
Announcing the 1st Annual Unbundled Attorney Scramble Golf Tournament
We are excited to announce the very first annual Unbundled Attorney golf tournament, hosted at the Omni Barton Creek Golf Resort. 

This will be an optional 18-hole scramble-format golf tournament on Sunday afternoon. 

Teams will be grouped into foursomes. Under a scramble format, each player will hit a shot, and the team selects the best shot from the group and hits from that point. So there’s no pressure, just hit it and go!

Not a great golfer? Who cares! Neither are most of us! This is all about having a great time, enjoying the beauty of the course, and just getting out there and hitting it around together. 

There will be fun prizes, and even a nifty trophy for the winning team. 

And we’ve also heard Unbundled Attorney CEO Dave Aarons can hit it pretty decent and might be open to being challenged. Side bets are welcomed… ;)

Golf Tournament Entry Fee: $195

Covers green fee, lunch prior to the round, rental clubs (if necessary), balls, tees and prizes. Your participation in the golf tournament is encouraged, but entirely optional. 🙂
Announcing the 1st Annual 
Unbundled Attorney Scramble Golf Tournament
We are excited to announce the very first annual Unbundled Attorney golf tournament, hosted at the Omni Barton Creek Golf Resort. 

This will be an optional 18-hole scramble-format golf tournament on Sunday afternoon. 

Teams will be grouped into foursomes. Under a scramble format, each player will hit a shot, and the team selects the best shot from the group and hits from that point. So there’s no pressure, just hit it and go!

Not a great golfer? Who cares! Neither are most of us! This is all about having a great time, enjoying the beauty of the course, and just getting out there and hitting it around together. 

There will be fun prizes, and even a nifty trophy for the winning team. 

And we’ve also heard Unbundled Attorney CEO Dave Aarons can hit it pretty decent and might be open to being challenged. Side bets are welcomed… ;)

Golf Tournament Entry Fee: $195
Covers green fee, lunch prior to the round, rental clubs (if necessary), balls, tees and prizes. Your participation in the golf tournament is encouraged, but entirely optional. 🙂

The Agenda - Activities You Won't Want to Miss!
Here's the agenda and time slots, so you can plan accordingly:

Friday, April 29th

5pm: Early Check In
6-9pm: Evening Networking Meet & Greet Mixer. Get to know your fellow attorneys and attendees, meet our team! Appetizers and refreshments are included.

Saturday, April 30th

8:30-9am: Check-In 
9am-1pm: Live Training & Discussions
1-2pm: Lunch Hour
2-6pm: Live Training & Discussions
7-9pm: Fully Catered Dinner w/ Socializing
9-12 Midnight: Evening Event Downtown

Sunday, May 1st

9am-12pm: Live Training & Closing Keynote 
12-1pm: Lunch Hour
1:30-7:30pm: Golf Tournament ⛳️
The Agenda - Activities You Won't Want to Miss!
Here's the agenda and time slots, so you can plan accordingly:

Friday, April 29th

5pm: Early Check In
6-9pm: Evening Networking Meet & Greet Mixer. Get to know your fellow attorneys and attendees, meet our team! Appetizers and refreshments are included.

Saturday, April 30th

8:30-9am: Check-In 
9am-1pm: Live Training & Discussions
1-2pm: Lunch Hour
2-6pm: Live Training & Discussions
7-9pm: Fully Catered Dinner w/ Socializing
9-12 Midnight: Evening Event Downtown 

Sunday, May 1st

9am-12pm: Live Training & Closing Keynote 
12-1pm: Lunch Hour
1:30-7:30pm: Golf Tournament ⛳️
We're Also Going to Have Some FUN!
Denver is a thriving metropolitan area, nestled amongst 
some of the world’s most beautiful mountains - The Colorado Rockies - with incredibly fun activities and things to do.

For those who would like to stay an extra day, we’re 
facilitating a fun-filled day of exploring and hiking the 
Rocky Mountain National Park! 

Transportation will be provided to and from the park, 
leaving from the retreat venue on Monday morning and 
returning in the afternoon. Join us for a fun-filled day amidst
 the breathtaking views of the Rocky Mountain National Park
Be sure to join us for the 
2022 Unbundled Attorney Mastermind Retreat!
Reserve Your Spot Now For Just $595
Be sure to join us for the 
2022 Unbundled Attorney Mastermind Retreat!
Reserve Your Spot Now For Just $595
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