The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors

What The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors does

The Million Dollar Solution is a US coaching and consulting firm that serves elder law and estate planning attorneys and financial advisors through a tiered membership and event-based model. The core offering is a six-pillar coaching framework — Marketing, Closing The Deal, Talent Management, Getting Work Done, Time For Yourself, and Profitability — anchored by 20+ years of founder Bill Hammond's practice-building methodology. Members subscribe to Silver, Gold, or Mastermind tiers that include monthly coaching sessions, annual retreats, and quarterly breakouts; the Mastermind tier also offers an in-person annual gathering and access to the proprietary Dementia Focused Practice® certification program.

The firm's technology stack is conventional martech: Infusionsoft (Keap) for CRM and email automation, PayPal for payments, Zoom for the free 30-minute discovery consultations that serve as the primary sales entry point, and licensed Kolbe assessments (A Index, B Index, A to A, Team Workshops) sold directly through the online store. Two registered trademarks — Dementia Focused Practice® and Planning for the Second Half of Life® — protect proprietary methodologies supported by training modules, marketing frameworks, certifications, and job descriptions. The firm generates revenue from annual subscription memberships, unit-priced Kolbe products, paid team workshops ($2,475 per engagement), conference admissions (Sales & Marketing Summit, AI Immersion 2.0), and a referral directory (PlanningAndProtecting.com).

Operating from Williamsport, PA with 8 employees under the legal entity Estate and Long Term Care Planning, Inc., the firm has served member firms in at least five US states (NH, TX, PA, MA, OH) over multiple 10-year member relationships. Distribution is community-led and event-driven, combining content marketing, daily email newsletters, regional Mastermind Pods across the Northeast, Eastern, and Midwest, and an annual conference cadence. The firm is privately held with no disclosed funding rounds.

Name

The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors

Legal name

Estate and Long Term Care Planning, Inc.

Website

https://themilliondollarsolution.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

The Million Dollar Solution is a US coaching and consulting firm that serves elder law and estate planning attorneys and financial advisors through tiered Mastermind memberships, Kolbe-based talent assessments, and proprietary frameworks including Dementia Focused Practice® and Planning for the Second Half of Life®.

Ownership category

akta.pro rank

Product category

Legal Practice Management Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Law firm coaching services
• Elder law consulting
• Estate planning business development
• Practice management coaching
• Legal marketing consulting

Headquarters

HQ city

Williamsport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Mastermind Membership: Tiered annual membership programs (Silver, Gold, Mastermind) providing access to coaching, educational events, mastermind pods, Dementia Focused Practice materials, and directory listings. Gold and Mastermind tiers include monthly coaching sessions and annual planning retreats.
2. Kolbe Assessment Products: Individual Kolbe A Index ($58), Kolbe B Index ($39.95), and Kolbe A to A ($28) assessments sold through the MDS store. One-time purchase per individual.
3. Kolbe Team Workshops: Virtual 2-hour team success introductory workshop including Spreadsheet of Strengths, Productivity Chart, interpretation, consultation, and coaching, plus free A to A reports for all participants. Priced at $2,475 per engagement.
4. Annual Conferences & Events: Revenue from paid admissions to annual events including the Sales & Marketing Summit and AI Immersion 2.0 conferences. Discounted admission available to members.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels12 records

Core offering

The Million Dollar Solution is a coaching and consulting membership platform that helps elder law and estate planning attorneys grow their practices. It delivers tiered annual memberships (Silver, Gold, Mastermind) with coaching, mastermind community access, and proprietary frameworks (Dementia Focused Practice®, Planning for the Second Half of Life®). It also sells Kolbe-based talent assessments and team workshops through an online store.

Product overview

The Million Dollar Solution is a coaching and consulting platform for elder law and estate planning firms offering a comprehensive suite of services. The core offering includes five foundational pillars: Marketing Services, Sales/Closing Training (Closing The Deal), Talent Management/Practice Management (Getting Work Done), Profitability Consulting, and Work-Life Balance coaching (Time For Yourself). Supporting the core services are specialized programs like Dementia Focused Practice® (DFP) for firms serving clients with dementia, and Planning for the Second Half of Life® for holistic later-life planning. The platform also includes Kolbe Consulting with a suite of assessments (Kolbe A Index, B Index, A to A, and Team Workshops) for measuring and improving team productivity. Membership tiers (Silver, Gold, Mastermind) provide progressive access to coaching sessions, educational events, and DFP certification. The company hosts events including the annual Sales & Marketing Summit and AI Immersion 2.0 for professional development.

Differentiator

Problem solved

Functional benefit

Products and services

• Silver Membership Entry-level annual membership providing access to one member pod per year, the New Member Kit (Six Keys to Grow Your Firm), monthly educational events (Conversion Conversation, People & Profits, Dementia Focused Practice, Special Topic Coaching), listing on PlanningAndProtecting.com, and discounted conference admission. Sold to elder law and estate planning firms.
• Gold Membership Mid-tier annual membership including everything in Silver plus a 30-minute monthly coaching session, an annual 2-hour planning session, access to all Dementia Focused Practice and Elder Care Navigation (ECN) materials, a mock ECN client interview video and script, and access to become a Dementia Focused Practice® trained firm. Sold to elder law and estate planning firms.
• Mastermind Membership Top-tier annual membership including everything in Silver and Gold plus a 60-minute monthly coaching session, an annual full-day retreat coaching session, quarterly breakouts with all Masterminds (one in-person per year), and quarterly Hot Seats with all Masterminds. Sold to elder law and estate planning firms.
• Kolbe A Index An individual assessment measuring a person's instinctive method of operation (M.O.), producing a four-number result across Fact Finder, Follow Thru, Quick Start, and Implementor patterns. Available to both members and non-members. Price: $58.00 per assessment.
• Kolbe B Index An individual assessment measuring a person's perception of their own job responsibilities. Comparing Kolbe A and B results helps identify when someone is working contrary to their natural strengths. Price: $39.95 per assessment.
• Kolbe A to A A two-person comparison report analyzing Kolbe A Index results of two individuals, providing insight into communication, time pressure handling, and task alignment. Ideal for business partners and co-workers. Price: $28.00 per comparison.
• Kolbe Team Workshops A virtual 2-hour team success introductory workshop including a Spreadsheet of Strengths, Productivity Chart, interpretation, consultation, coaching, and free A to A reports for all participants. Price: $2,475.00 per workshop engagement.
• Dementia Focused Practice® Certification Training and certification program for law firms dedicated to serving clients with the Dementia Focused Practice approach. Includes training modules, marketing resources, job descriptions, related certifications, and monthly training sessions with like-minded attorneys and staff.

Quantifiable outcome

• Members have doubled business and profitability and become million-dollar companies
• +3 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Planning and ProtectingcoreGTM or Marketing PartnerPlanningAndProtecting.com is a directory that lists MDS members, allowing consumers seeking estate planning and elder law services to find and connect with member firms. This is a mutual partnership where MDS provides vetted member listings and members receive client referral opportunities through the directory. One of the key membership benefits at all tiers.
• BlazeominorGTM or Marketing PartnerEndorsed partner with a paid relationship. MDS members can access Blazeo services integrated with the MDS platform (try.blazeo.com/themilliondollarsolution). The nature of the integration is not detailed.
• DivvyminorGTM or Marketing PartnerEndorsed partner with a paid relationship. Divvy is a financial/payment tool accessible via MDS partnership link. Nature of the paid relationship is not detailed beyond endorsement.
• Leading ResponseminorGTM or Marketing PartnerEndorsed partner with a paid relationship. Marketing technology or lead generation partner accessible through MDS partnership page. Nature of integration not detailed.
• ConfidoLegalminorGTM or Marketing PartnerEndorsed partner with a paid relationship. ConfidoLegal is accessible through the MDS partnership page (confidolegal.com/milliondollarsolution). Nature of partnership not detailed.
• TraliantminorGTM or Marketing PartnerEndorsed partner with a paid relationship. Traliant provides compliance training accessible through the MDS partnership page (learn.traliant.com/product-catalog/smb-portal/?partnerid=milliondollarsolutions).
• Age-Friendly InstituteminorOthersThe Age-Friendly Institute granted The Million Dollar Solution the Certified Age-Friendly Employer® designation, recognizing the company's business-focused approach to talent management across generations.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Trust & Will: Consumer-facing estate planning platform. Comparable as a stakeholder in the estate planning ecosystem that competes for attention and dollars with the legal practitioners MDS coaches.
• FreeWill: Online will and estate planning software used by nonprofits and consumers. Adjacent to MDS's ICP because it operates in the same estate-planning funnel that member firms rely on for leads.
• Wealth.com: Estate planning software platform serving financial advisors and estate planning attorneys. Comparable because it sells tooling and content into the same estate planning professional ecosystem MDS targets.

Direct peers

• Lawyerist: Media and consulting community for solo and small-firm lawyers, offering practice management coaching, content, and tools. Closely comparable to MDS in serving small-firm attorneys with growth and operations content.
• Strategic Coach: Tiered coaching membership for entrepreneurs and professionals, with quarterly workshops and peer-group masterminds. Comparable as a subscription mastermind coaching business using a similar high-touch, multi-tier community model.
• Great Legal Marketing: Coaching and training community for law firm growth, focused on marketing and intake. Targets the same solo/small-firm attorney ICP and addresses overlapping pain points (marketing, intake conversion).
• Atticus Coaching: Coaching and training programs for plaintiff attorneys covering practice management, marketing, and mindset. Comparable as a paid coaching/membership community for small-firm lawyers seeking growth.

Broad incumbents

• Thomson Reuters: Diversified legal information and technology provider (Westlaw, Practical Law, etc.). Acts as a broad incumbent selling into the same law firm customers MDS serves, with overlapping practice-management and content offerings.
• Clio: Leading cloud legal practice management software used by thousands of small and mid-sized law firms. Comparable as a broad incumbent serving the same small-firm attorney buyer with a wider portfolio than MDS.

Others

• Age-Friendly Institute: Certifying body that awarded MDS its Certified Age-Friendly Employer® designation. Comparable as an ecosystem partner operating in the same aging-services / elder care domain MDS serves through its Dementia Focused Practice®.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/TheMDSolution
• Facebookfacebook.com/TheMillionDollarSolution
• LinkedInlinkedin.com/company/mdsscoaching
• Instagraminstagram.com/themilliondollarsolution

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors