Dave’s Transformational Consulting Is Focused On Relational Connections, Collaboration, And Visionary Development.

Dave’s Transformational Consulting Is Focused On Relational Connections, Collaboration, And Visionary Development.

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Are you an attorney, engineer, consultant, CPA, or professional looking to expand your network, maximize referral opportunities, and organically grow your book of business?

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Doesn’t it drive you crazy that you spent all that time in school learning your profession and they never taught you how to attract clients?

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Isn’t it frustrating when you meet someone who is a mediocre practitioner, but they have more clients, paying higher fees than you do?

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Are you an attorney, engineer, consultant, CPA, or professional looking to expand your network, maximize referral opportunities, and organically grow your book of business?

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Doesn’t it drive you crazy that you spent all that time in school learning your profession and they never taught you how to attract clients?

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Isn’t it frustrating when you meet someone who is a mediocre practitioner, but they have more clients, paying higher fees than you do?

This happens to some people.

There are professionals in your community, in your profession, making a great living and living and great life.

These SUCCESSFUL PROFESSIONALS have a few well-guarded secrets and they only share them with people in their natural network.

In the past, the only way to access these business growth strategies was to GET INSIDE the network of one of these RAINMAKERS, be connected to the people they know, and discover their secret strategies for business growth.

This happens to some people.

There are professionals in your community, in your profession, making a great living and living and great life.

These SUCCESSFUL PROFESSIONALS have a few well-guarded secrets and they only share them with people in their natural network.

In the past, the only way to access these business growth strategies was to GET INSIDE the network of one of these RAINMAKERS, be connected to the people they know, and discover their secret strategies for business growth.

UNTIL NOW!

UNTIL NOW!

My name is Dave Lorenzo and I have helped professionals build businesses since 1999.

In 2008 I formed a consulting firm that worked exclusively with attorneys and in 2015 I expanded that work to include other consultants and professionals.

These days my private coaching clients pay upwards of $50,000 to work with me in a one-on-one setting. As you can imagine, that practice is limited because there is only one of me. I currently have a waiting list.

A Startling Discovery

A Startling Discovery

Late last year a group of professionals came to my office with some difficult issues.

They knew they could be making more money and they knew there must be an easier way to attract clients.

In researching and writing three books for professionals during the past decade, I had developed some great relationships and powerful systems. Both of these proved to be valuable.

So here’s what I’ve done:

Early in 2020, I developed a community to help attorneys and other professionals grow their book of business.

We do this in three ways:

We do this in three ways:

1) Connecting High-Quality Professionals for the Purpose of Referral Relationships:

1) Connecting High Quality Professionals for the Purpose of Referral Relationships:

The most valuable relationships we initiate with clients often begin through referrals.

This requires trust.

As a member of our community, you’ll have the opportunity to interact with hundreds of other professionals, diverse in geography, ethnicity, and practice area. The more interaction, the higher the likelihood you will develop relationships and those relationships become referral opportunities.

When we welcome a new member into our community, I review the referral rules with them. These guidelines include Referral prioritization and ethics. Each member of the community promises to prioritize the referrals they receive and they agree to only accept matters they can effectively and expertly handle. They also agree to protect the relationship between the client and the referring party.

In the past year, our members have passed over $15 million in referral revenue.

The most valuable relationships we initiate with clients often begin through referrals.

This requires trust.

As a member of our community, you’ll have the opportunity to interact with hundreds of other professionals, diverse in geography, ethnicity, and practice area. The more interaction, the higher the likelihood you will develop relationships and those relationships become referral opportunities.

When we welcome a new member into our community, I review the referral rules with them. These guidelines include Referral prioritization and ethics. Each member of the community promises to prioritize the referrals they receive and they agree to only accept matters they can effectively and expertly handle. They also agree to protect the relationship between the client and the referring party.

In the past year, our members have passed over $15 million in referral revenue.

These matters included:

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A complex commercial case between a member in California and a member in Michigan.

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A Real Estate Closing between a member in New York and a member in Florida.

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A Family Law Case between a member in Georgia and a member in New England.

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A business connection between a Mexican Law Firm and a Translation Company.

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An introduction of a Medical Practice Management Company with a Healthcare lawyer for a transaction.

These matters included:

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A complex commercial case between a member in California and a member in Michigan.

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A Real Estate Closing between a member in New York and a member in Florida.

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A Family Law Case between a member in Georgia and a member in New England.

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A business connection between a Mexican Law Firm and a Translation Company.

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An introduction of a Medical Practice Management Company with a Healthcare lawyer for a transaction.

2) Business Growth Education:

2) Business Growth Education:

Most professionals were never taught how to ethically and naturally develop business. Throughout my 32-year career, I’ve helped attorneys, CPAs, entrepreneurs, and consultants focus on relationship-based business development.

Each week I host a live education session on Zoom. These sessions are practical, action-oriented relationship-development clinics. You come away with specific things you can do TODAY to attract new clients. I record these sessions and they are archived for your review anytime in the future. We’ve cataloged these sessions and they are searchable.

One new idea can lead to hundreds of new relationships and a lifetime revenue stream. We have testimonials and recommendations from our members available for you to review. Just one new case that results from the business development information you discover, will pay for your membership in our community for a lifetime.

3) Expansion of Capability:

3) Expansion of Capability:

This is possibly the most underrated and yet most powerful benefit of membership in our community.

As a member, you have access to professionals in the United States, Mexico, and Canada. These folks are available to you 24/7. You can connect with them as an extension of your firm and provide services in other locations as part of a strategic alliance or do a joint-venture marketing promotion to develop relationships thousands of miles away from your office. Many of our members say this makes our community a critical asset to help them compete with larger firms without the expense of establishing offices around the world.

Here’s the bottom line: Your membership investment is only $3,550 per year. This is easily recouped through the acquisition of one new matter. I’m confident, we can help you grow your firm.

Membership in this group is limited.

I cannot accept everyone. I only want smart practitioners with generous hearts and minds. You must be willing to invest your time and attention in this group in order to receive the most benefit.

This is possibly the most underrated and yet most powerful benefit of membership in our community.

As a member, you have access to professionals in the United States, Mexico, and Canada. These folks are available to you 24/7. You can connect with them as an extension of your firm and provide services in other locations as part of a strategic alliance or do a joint-venture marketing promotion to develop relationships thousands of miles away from your office. Many of our members say this makes our community a critical asset to help them compete with larger firms without the expense of establishing offices around the world.

Here’s the bottom line: Your membership investment is only $3,550 per year. This is easily recouped through the acquisition of one new matter. I’m confident, we can help you grow your firm.

Membership in this group is limited.

I cannot accept everyone. I only want smart practitioners with generous hearts and minds. You must be willing to invest your time and attention in this group in order to receive the most benefit.

There are 3 membership options for joining Dave Lorenzo’s Inner Circle Business Development Community

There are 3 membership options for joining Dave Lorenzo’s Inner Circle Business Development Community

General Membership Level

General membership is our entry level opportunity for working with Dave and his group of highly advanced business leaders. General membership includes everything listed below!

The mission of this exclusive group of professionals – attorneys, CPAs, financial industry executives, engineers, consultants, architects, and other professionals, is to help you grow your business in a way that enables your lifestyle. Whatever that lifestyle entails.

The mission of this exclusive group of professionals – attorneys, CPAs, financial industry executives, engineers, consultants, architects, and other professionals, is to help you grow your business in a way that enables your lifestyle. Whatever that lifestyle entails.

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If you want to work 20 hours per week and make $400,000, we can help you do that.

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If you want to work 80 hours per week and run a firm that does $4,000,000, we can help you do that.

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We have members who do both those things and every type of professional firm and income level in-between.

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If you want to work 20 hours per week and make $400,000, we can help you do that.

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If you want to work 80 hours per week and run a firm that does $4,000,000, we can help you do that.

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We have members who do both those things and every type of professional firm and income level in-between.

WHAT MEMBERS RECEIVE

WHAT MEMBERS RECEIVE

You will have access to everything below:

You will have access to everything below:

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Live Inner Circle Meetings with Dave Twice Each Year:
Each Winter and Summer Dave hosts a meeting for his Inner Circle Community. The day includes instructional content from Dave and his team as well as case studies and “hot seats” where members share their stories and their challenges.  One big idea from this session will be worth thousands of dollars to you and your firm.

As an Inner Circle member, your attendance in this event is included (FREE) in your annual membership investment – if you invest monthly, you attend at a 50% discount.

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Group Zoom Meetings with Dave Lorenzo Each Month:
Each month, Dave hosts a workshop were people ask all their questions and he facilitates networking designed to help the members get to know each other and refer business to one another. This is a virtual event that is generally 60-90 minutes in length, and it is designed to be a “mini-retreat” to help you view your business with fresh eyes and bounce off other successful professionals.

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Weekly Coaching Live Stream Session with Action Items:
Ready to go? So is Dave. He’s going to be in your inbox every week with coaching action items. This approach will encourage you to proactively take control of your new business growth. Dave likens this to a personal trainer showing up at your home, first thing in the morning, and getting you out of bed to work out. Dave’s not going to let you sleep on revenue growth!

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Drop-In Learning Sessions:
Several times each month Dave shares a video session he conducted for a group of clients. You’ll learn new business strategies and can see Dave answer member’s questions.

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Hot Seat Interviews:
Each month Dave selects a member of the community or an expert and they share a one-on-one session with you. You’ll benefit from that person sharing their experience and seeing Dave grill them about their business model.

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Look Over Dave’s Shoulder:
You get to go behind the scenes and see Dave work on sales, marketing, and business strategy for his own company. Watch him design multi-step mailings, prepare presentations, develop new offerings, and implement all of it. This aspect of our community alone is worth thousands of dollars in your pocket if you model his successful activities.

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Networking and Referrals:
This is a real community of professionals – attorneys, CPAs, financial advisors, engineers, and other people who provide advice and professional services to their clients. You can interact with all of them, around the United States and around the world. This will lead to real relationships and even potential new business.

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Live Inner Circle Meetings with Dave Twice Each Year:
Each Winter and Summer Dave hosts a meeting for his Inner Circle Community. The day includes instructional content from Dave and his team as well as case studies and “hot seats” where members share their stories and their challenges.  One big idea from this session will be worth thousands of dollars to you and your firm.

As an Inner Circle member, your attendance in this event is included (FREE) in your annual membership investment – if you invest monthly, you attend at a 50% discount.

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Group Zoom Meetings with Dave Lorenzo Each Month:
Each month, Dave hosts a workshop were people ask all their questions and he facilitates networking designed to help the members get to know each other and refer business to one another. This is a virtual event that is generally 60-90 minutes in length, and it is designed to be a “mini-retreat” to help you view your business with fresh eyes and bounce off other successful professionals.

=

Weekly Coaching Live Stream Session with Action Items:
Ready to go? So is Dave. He’s going to be in your inbox every week with coaching action items. This approach will encourage you to proactively take control of your new business growth. Dave likens this to a personal trainer showing up at your home, first thing in the morning, and getting you out of bed to work out. Dave’s not going to let you sleep on revenue growth!

=

Drop-In Learning Sessions:
Several times each month Dave shares a video session he conducted for a group of clients. You’ll learn new business strategies and can see Dave answer member’s questions.

=

Hot Seat Interviews:
Each month Dave selects a member of the community or an expert and they share a one-on-one session with you. You’ll benefit from that person sharing their experience and seeing Dave grill them about their business model.

=

Look Over Dave’s Shoulder:
You get to go behind the scenes and see Dave work on sales, marketing, and business strategy for his own company. Watch him design multi-step mailings, prepare presentations, develop new offerings, and implement all of it. This aspect of our community alone is worth thousands of dollars in your pocket if you model his successful activities.

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Networking and Referrals:
This is a real community of professionals – attorneys, CPAs, financial advisors, engineers, and other people who provide advice and professional services to their clients. You can interact with all of them, around the United States and around the world. This will lead to real relationships and even potential new business.

What is all of this great knowledge and potential future business worth to you?

Well, if you get one idea from being involved with the Inner Circle Community, and that idea lands you a new client, and that client pays you $50,000 then that would be enough, right?

But wait…

What if you also connect with another member of the community and he refers you a new client and that client is worth $50,000? Then the community is worth $100,000, right? And that’s just using one idea and receiving one referral.

 

Two Ways to Join as a

General Member

 

 

Annual Investment

Your membership investment is only $6700 per year if you join before the first of the month. After that, the investment increases to $7,800 per year.

Click the button below for Inner Circle Membership Investment for One Year: $6,700 (A savings of $1,100) – 1 Time Payment!

Monthly Investment

If the one time payment option may not work right now, we are also offering a Monthly Payment Plan of $650 for 12 months.

Click the button below for Inner Circle Membership Investment for 12 Monthly Payments of $650

What is all of this great knowledge and potential future business worth to you?

Well, if you get one idea from being involved with the Inner Circle Community, and that idea lands you a new client, and that client pays you $50,000 then that would be enough, right?

But wait…

What if you also connect with another member of the community and he refers you a new client and that client is worth $50,000? Then the community is worth $100,000, right? And that’s just using one idea and receiving one referral.

 

Two Ways to Join as a

General Member

 

 

 

Annual Investment

Your membership investment is only $6,700per year if you join before the first of the month. After that, the investment increases to $7,800 per year.

Click the button below for Inner Circle Membership Investment for One Year: $6,700 (A savings of $1,100) – 1 Time Payment!

Monthly Investment

If the one time payment option may not work right now, we are also offering a 12 – Monthly Payment Plan of $650 for 12 months.

SEE WHAT MEMBERS ARE SAYING…

SEE WHAT MEMBERS ARE SAYING..

VIP Membership Level

Get EVERYTHING listed on the previous page, PLUS

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Monthly VIP Session:
Each month Dave hosts a private virtual session for VIP members. During this session he shares advanced business development strategy, and you can ask questions and share best practices with other VIPs.

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FREE Attendance at Dave’s Annual Strategic Growth Academy:
Each year Dave hosts a 2-day meeting at a luxury resort and shares the latest business development information with members of his community. Attendees pay as much as $2,000 to attend this event but you will attend for FREE. Simply cover you travel, and hotel expenses and you’ll attend the meeting as Dave’s VIP guest.

Our Winter Inner Circle Meeting is held the day prior to the Strategic Growth Academy so you can bring a friend or a spouse and make a nice long weekend out of it and your portion is a tax-deductible business expense!

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Dave’s Testimonial Tsunami:
This is a brand-new service Dave has created for VIP members of the Inner Circle Community. Dave’s team will interview one of your clients (or an evangelists) each month and record the session. Then the team will edit the interview, transcribe it and you’ll have both a video and written testimonial to use however you’d like. All you need to do is make a list and we’ll do the rest.

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Weekly Content Creation and Distribution:
Dave’s team will also help you create 60 FAQ videos you can use for your weekly newsletter content. These can also be distributed on social media and posted on your website and on YouTube. This content will serve as your weekly email newsletter.

Get EVERYTHING listed on the previous page, PLUS

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Monthly VIP Session:
Each month Dave hosts a private virtual session for VIP members. During this session he shares advanced business development strategy, and you can ask questions and share best practices with other VIPs.

=

FREE Attendance at Dave’s Annual Strategic Growth Academy:
Each year Dave hosts a 2-day meeting at a luxury resort and shares the latest business development information with members of his community. Attendees pay as much as $2,000 to attend this event but you will attend for FREE. Simply cover you travel, and hotel expenses and you’ll attend the meeting as Dave’s VIP guest.

Our Winter Inner Circle Meeting is held the day prior to the Strategic Growth Academy so you can bring a friend or a spouse and make a nice long weekend out of it and your portion is a tax-deductible business expense!

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Dave’s Testimonial Tsunami:
This is a brand-new service Dave has created for VIP members of the Inner Circle Community. Dave’s team will interview one of your clients (or an evangelists) each month and record the session. Then the team will edit the interview, transcribe it and you’ll have both a video and written testimonial to use however you’d like. All you need to do is make a list and we’ll do the rest.

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Weekly Content Creation and Distribution:
Dave’s team will also help you create 60 FAQ videos you can use for your weekly newsletter content. These can also be distributed on social media and posted on your website and on YouTube. This content will serve as your weekly email newsletter.

Below are the Two Ways to Join as a

VIP Member

Below are the Two Ways to Join as a

VIP Member

Annual Investment

Your membership investment for the
INNER CIRCLE VIP PACKAGE
is only $13,500 per year. (Save $4,000)

Monthly Investment

If the one time payment option
may not work right now, we are
also offering a 12 – Monthly Payments Plan
of $1500 for 12 months.

Annual Investment

Your membership investment for the
INNER CIRCLE VIP PACKAGE
is only $13,500 per year.

Monthly Investment

If the one time payment option
may not work right now, we are
also offering a 12 – Monthly Payments Plan
of $1500 for 12 months.

SEE WHAT MEMBERS ARE SAYING…

SEE WHAT MEMBERS ARE SAYING..

ELITE MEMBERSHIP LEVEL

This is a private consulting option that includes everything in your Inner Circle VIP membership PLUS the benefits outlined below.

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In addition to everything listed in Inner Circle VIP membership you also speak with Dave for 15 private consulting sessions each year. The timing and duration of the session is up to you. Simply schedule it with Dave in advance and send an agenda 48 hours before the call.

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This option gives you the best of both worlds – private consulting with Dave and a group coaching experience.

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This is the ONLY option available for people who want private access to Dave Lorenzo without investing in his Private Client Experience (that investment starts at $30,000 per year).

ELITE MEMBERSHIP LEVEL

This is a private consulting option that includes everything in your Inner Circle VIP membership PLUS the benefits outlined below.

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In addition to everything listed in Inner Circle VIP membership you also speak with Dave for 15 private consulting sessions each year. The timing and duration of the session is up to you. Simply schedule it with Dave in advance and send an agenda 48 hours before the call.

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This option gives you the best of both worlds – private consulting with Dave and a group coaching experience.

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This is the ONLY option available for people who want private access to Dave Lorenzo without investing in his Private Client Experience (that investment starts at $30,000 per year).

JOIN DAVE’S ELITE MEMBERSHIP

We are offering two investment options for our highest level of membership

JOIN DAVE’S ELITE MEMBERSHIP

We are offering two investment options for our highest level of membership

Annual Investment

Your membership investment is only $16,000 per year if you join before the first of the month.

Monthly Investment

If the one time payment option may not work right now, we are also offering a Monthly Payment Plan of $1,750 for 12 months.

Annual Investment

Your membership investment is only $16,000 per year if you join before the first of the month.

Monthly Investment

If the one time payment option may not work right now, we are also offering a Monthly Payment Plan of $1750 for 12 months.

SEE WHAT MEMBERS ARE SAYING…

SEE WHAT MEMBERS ARE SAYING..

It’s time to end the hesitation. Enroll in Dave Lorenzo’s PROVEN Inner Circle Group Coaching Membership TODAY!

It’s time to end the hesitation. Enroll in Dave Lorenzo’s PROVEN Inner Circle Group Coaching Membership TODAY!

Questions?

Schedule A Call With Dave!