Unleash the power of ActionStep to customize and streamline your firm’s workflow. We’ll focus on workshop and activity matters, marketing, pulling reports and, time permitting, managing RMS. You’ll have the opportunity to walk through the actual generation of various reports with our team. In addition, you’ll be able to augment your newfound skills after TAPER with our series of ActionStep training webinars.
Firm Retreats: Getting Yourself Paid in 2019
1:00 - 5:00
Set your goals and develop your plan for a profitable 2019. 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 2019 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.