9:00 Introductions and Key Issue Identification
9:20 Marketing Morning
- Websites that draw attention and keep visitors engaged
- To blog or not to blog
- Messaging that turns people with a problem into paying clients
10:45 Break
10:55 More Marketing Tactics
- Social media for message dissemination
- Snail mailing for referrals
- Media relations for increased authority
- Advertising online and off
- Writing content for clients
- List building and e-mail marketing 12:00 Working Lunch on Marketing Tactics (included): We’ll get specific on your issues.
12:50 Break
1:00 Networking for Referrals
- Getting to know more people
- Building relationships
- Turning the relationships into clients
1:30 Intake for Results
- Who’s taking the calls
- Scripts and systems
- Free vs. paid
2:00 Financial and Measurement Systems and Tools
- Actionable measurements
- Dashboards for growth
- Outsourcing
- Variable expenses
- Fixed fees
- Minimizing receivables and collecting fees
2:45 Technology for Productivity
- Paperless office
- Productivity software
- Practice management systems
- Cloud-based computing
3:30 Break
3:45 Managing the Team With Systems
- Meeting rhythm and alignment
- Delegation
- Feedback
4:30 The Future of Small Firm Practice
- Defending against the change
- Adapting to the change
- Systems for adaptation