Build a Proactive Team: Join Our 12-Week Tele-Series for Attorneys and Support Staff
December 27, 2011
The last thing you want on your team is someone who nods their head, offers no honest feedback, and simply clocks in and out without taking ownership of their role. This approach is disempowering for both you and your team. Don’t miss this opportunity to build a proactive team that uses the tools, strategies, and […]
Effective Bonus Systems: How to Motivate Your Team and Boost Results
December 23, 2011
Bonus systems are often like Big Foot—frequently talked about, but rarely seen in action. When poorly designed, bonuses can leave everyone disappointed: the team finds the bonus unachievable, and the boss feels like they’re paying for what should be “part of the job.” However, effective bonus systems can be a powerful way to drive focus, […]
Kickstart Your Estate Planning Maintenance Program in 2012
December 16, 2011
Have you talked to your clients about your estate planning maintenance program all year and are now wondering how to deliver on those promises? Many firms we work with feel overwhelmed by the “getting started” process. While it’s essential to carefully plan your services and fees, the time has come to deliver. Here are a […]
Estate Planning Maintenance Programs: What Works and What Doesn’t
December 13, 2011
As year-end approaches, the buzz around estate planning maintenance programs grows. Attorneys are focused on either improving their existing programs, creating new ones, or figuring out how to get one started. We work with numerous firms and see a wide range of maintenance programs—some highly effective and others that miss the mark. The key to […]
How to Avoid Client Follow-Up Failures and Maximize Your Meetings
November 11, 2011
Avoid Client Follow-Up Failures with One Simple Question: Has your assistant ever received a dreaded call from a client asking, “Do you know when your office will send the information I discussed with the attorney last week?” It’s a moment of panic—especially when you realize the information was never sent. It happens to the best […]
Master Time Management: How to Regain Control of Your Calendar
October 27, 2011
It doesn’t matter what kind of work you do or where you do it—everyone struggles with the battle for time. Most entrepreneurs, including many we’ve worked with, have attended countless courses and purchased products on time management, yet their calendars still seem to spiral out of control every 90 days. Sound familiar? Whether it’s your […]