Expert panel
Five experienced voices tackle one important growth question together.
Hosted by Chris Jarvis
Grow the firm families remember.
A live virtual summit for estate planning attorneys and trusted advisors ready to rise above referral dependency, price shopping, and practice chaos.
- 10 AM to 6 PM
- Live online
- 20
- Expert speakers
- 5
- Growth blocks
See farther. Build higher.
Stand out boldly◆
Build a referral moat◆
Convert with confidence◆
Create lifetime value◆
Design a firm beyond you◆
01 The experience
Not another day of passive legal education.
Every 90-minute block turns one growth problem into three useful experiences: a candid fireside, a focused expert room, and a webcam-on guided discussion where attendees apply the idea together.
Choose a session
Pick one of four focused talks built around a specific firm-growth outcome.
Guided discussion
Turn your camera on, work through guided prompts, and leave with clear decisions.
Your journey through the summit
A stronger firm.
More room for you.
Five steps connect the day's conversations to the decisions that matter in your practice. Follow your path from being needed everywhere to seeing where growth could depend less on you.
See the full agenda ↓Before the summit
“The firm keeps growing. So does everything that needs me.”
You have the expertise. Now you want a clearer way to attract the right families, strengthen relationships and make room for life beyond the practice.
Step 1 · At the summit
Stand out before the first consultation
Discover how to make your expertise matter to the families you want to serve.
- Give families a clearer reason to choose you, so every conversation does not begin with defending your fee.
- Spot the authority signals worth building before spending more time on marketing that sounds like everyone else.
Step 2 · At the summit
Build relationships you can grow with
Find the professional partnerships that fit your practice and the families behind it.
- Discover how to earn useful introductions through stronger advisor relationships, so your next opportunity feels less like a matter of luck.
- Explore ways to collaborate around a family without competing for control or putting client trust at risk.
Step 3 · At the summit
Help the right families move forward
Uncover where a promising consultation loses momentum.
- Find questions that clarify what a family needs, so you can guide the decision without turning the conversation into a sales pitch.
- Spot gaps in intake and follow-up that leave you chasing replies instead of spending that time serving clients.
Step 4 · At the summit
Make the signing the beginning
Discover what ongoing care can mean for your clients and your firm.
- Explore annual reviews and client care that help families keep their plans relevant as life changes.
- Find ways to connect with the next generation, so the trust you worked to earn can extend beyond one transaction.
Step 5 · At the summit
Give your firm room to outgrow you
See which systems, roles and decisions could free you from being the answer to everything.
- Identify where growth still depends on your personal attention, so you can plan time away with fewer loose ends.
- Explore what makes a practice transferable, so the years you invest can build value beyond your own working hours.
You, after the summit
A clearer path to a firm that depends less on you.
Leave with a sharper view of where to focus next, informed by expert sessions and guided conversations with peers.
- Know which positioning and referral gaps deserve your attention first.
- See where client care and follow-up could work better.
- Identify the founder bottleneck you want to address next.
02 The agenda
Five steps. Twenty sessions. Your next move.
Doors open at 10:00 AM ET. Every block, format, and session is listed below so you can plan the full day before you register.
Opening session
The Giraffe Advantage: See the Opportunity Others Miss
Chris Jarvis opens the day with the perspective, priorities, and connections that will shape every session ahead.
03 The speakers
20 voices that can move a firm forward.
Speaker announcements are coming. The lineup brings together proven perspectives across authority, demand, conversion, client care, and firm value.
Your host
Chris Jarvis sees the path others miss.
Bestselling author, financial fixer, and host of Be the Giraffe TV, Chris brings the summit a point of view bigger than tactics: stand out boldly, embrace your unfair advantage, and build a tower that elevates everyone.
Meet Chris at Be the Giraffe TVEverything inside your pass
One ticket. A full day of firm-changing access.
Explore 20 expert-led sessions across five focused growth blocks, then bring the best ideas into live conversations built to help you use them.
Total tangible value$30,907
20 expert growth sessions
Twenty focused perspectives across positioning, demand, conversion, continuity, and enterprise value.
Five live expert firesides
Hear experienced voices challenge assumptions, compare approaches, and answer the questions most firms avoid.
Five guided implementation rooms
Turn insight into decisions with structured prompts, webcams on, and peers working through the same growth questions.
Opening keynote with Chris Jarvis
Start the day with a sharper way to see opportunity, differentiation, and the next stage of your firm.
The clarity, relationships, and momentum you take back to your firm
Priceless05 Choose your ticket
$30,907 in access. Yours from $300.
Lock in the best price when registration opens. The experience stays the same while ticket prices increase each month.
Month 1
Founding window$300- Full live summit access
- Four expert sessions in every block
- Webcam-on guided discussions
Month 2
Standard window$400- Full live summit access
- Four expert sessions in every block
- Webcam-on guided discussions
Month 3
Final window$500- Full live summit access
- Four expert sessions in every block
- Webcam-on guided discussions
One live day. Twenty experts. A clearer path to a stronger firm.