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Building a firm that supports the life you want to live
August 28 @ 1:00 pm – 2:00 pm EDT
It is easier than ever to passively take new clients, randomly add new services, and drift into a firm that you would have never intentionally built. Get inspired to simplify your business model and start building a firm that supports your life instead of consumes it. Get the proven formula that has worked for firms all over the country as they look to simplify and get the most out of their work and their lives. Recognize the importance of deepening client relationships.
- Recognize the difference between running your firm as a business and running it as an entrepreneur.
- Analyze your product offering and make sure everything you do is in your “sweet spot.”
- Curate your client list and ensure that everyone you serve is an ideal client.
- Remove the friction from the processes and technologies that you use to run your firm.
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Personnel/Human Resources – Non-technical
Prerequisites: None
This course is approved for 1 CPE credit.
Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).
NASBA Approved. Sponsor # 103021.PE credit.1.
