The Million Dollar Solution is a premier consulting firm specializing in transforming elder law and estate planning practices, as well as financial advisory businesses, into highly efficient and profitable enterprises. With over 20 years of experience, the firm stands out for its innovative, systemized approach to practice growth and its designation as a Certified Age-Friendly Employer®, reflecting its commitment to intergenerational talent management.
The company employs a structured methodology built on core concepts designed to help legal and financial professionals attract ideal clients, improve closing rates, optimize team performance, and achieve work-life balance. Its unique Dementia Focused Practice® model equips firms to better serve clients affected by dementia by integrating legal, medical, and social support services. The firm works primarily with elder law attorneys, estate planners, and financial advisors seeking scalable growth and enhanced operational clarity.
Services Offered
- Elder law practice consulting
- Estate planning practice consulting
- Financial advisor practice consulting
- Marketing strategy for legal and financial practices
- Client acquisition and conversion (Closing The Deal)
- Talent management and staff development
- Operational efficiency and workflow optimization
- Profitability analysis and financial goal setting
- Dementia Focused Practice® certification and training
- Mastermind membership programs
- One-on-one coaching
- Practice transformation workshops and events
- Elder Law Conference hosting
- Business strategy for the second half of life planning
The firm serves attorneys and financial advisors across the United States, leveraging a proven framework that has helped numerous practices achieve million-dollar revenue milestones and sustained growth.
