Do you and your team often feel like there’s not enough time in the day to accomplish the goals you need to grow your firm? This hands-on workshop will dispel that “myth” and replace it with proven time management tools and strategies that boost proficiency, productivity, and profit. You’ll learn how to use monthly, weekly, and daily focusers to accomplish individual and team goals; how to use Actionstep and color coding to manage cash flow and productivity; and how properly utilizing the first 15 minutes of your day can allow you to accomplish at least 10 priorities per week. You’ll leave the workshop with a thorough understanding of why the LWP system improves proficiency and how to fully utilize it to maximize profitability and firm growth.
TAPER - Day 2
Back to the Future: Master Actionstep Basics to Grow Your Firm Next Year
10:15 - 12:00
Master the basics of Actionstep to customize and streamline your firm’s estate planning workflow… and take your firm to the next level in 2020. We’ll focus on how to set up workshop and estate planning matters, connect and update your calendar appropriately, and run reports. You’ll have the opportunity to walk through the actual generation of the estate planning and workshop workflows, and run the key focusers as appropriate steps are completed. In addition, you’ll be able to augment your skills after TAPER with our series of Actionstep training webinars and the updated walkthrough on the Member website.
Firm Retreats: Getting Paid in 2020
1:00 - 4:30
Set your goals and develop your plan for a profitable 2020. You and your team will learn how to use Brainstorming Sprints, the Money Plan, the Four-Month Focuser, the Implementation Focuser and the Project Focuser to gain an understanding of, and take responsibility for, your 2020 goals. At the end of the retreat you’ll be ready to take a proactive rather than reactive approach to achieving all of your goals this year.