This is a closed course. Participants must register for and attend all 5 sessions. To learn more about the course, click the button.
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SESSION 5: MARCH 5, 2018
SMOOTH "SALE-ING": A STRENGTHS-BASED APPROACH TO BUSINESS
Cultivating your business means doing an honest assessment of what is going well and using your strengths to fortify those aspects that you would like to see improvement in. This session, we will be doing the always-popular strengths assessment on yourself and your business:
- Take credit for what has been going well.
- Put forth your ideas for growth goals.
- Identify trends in your area that are potentially untapped resources.
- Deal with competition in a way that strengthens you instead of depletes you.
- Reaffirm your balanced commitment to profitability and self-care (in other words, learn how to give yourself time off without feeling bad about it!)
- Share tons of solutions to common practice-building problems (like how to attract more ideal full-fee clients.)
- Learn when to streamline those parts of the practice that are better left to someone else (i.e. billing, scheduling, intakes…)
- Discuss ways of diversifying your practice and adding services to protect it from inevitable downturns in the market and protect yourself from becoming disenchanted with your business.
This session, we will be talking about how to prepare for weathering the ups and downs in your business and what to do when things start to slow. This includes risk reduction, creating economies of scale, watching for trends, attaining key certifications, and adding other services like coaching, training, or mentoring to your practice as a way of making it stronger and more risk resilient. Other topics of practice strengthening we will cover include:
- Attitude adjustments – send compassion to the practice when frustrations run high
- Business plan adjustments – changes in the marketplace may mean changes in business practice (insurance paneling, increasing targeted marketing, looking at trends, adding specializations)
- Relationship adjustments – when is it time to add another advisor or get rid of one who doesn’t get you?