| 1- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 1, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: September 1, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: September 1, 2025 2:00 pm - 4:00 pm
Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 1, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: September 1, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: September 1, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 2- ■ BNI Networking Event (important)
BNI Networking Event (important) When: September 2, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: September 2, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 2, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 21
Enter Plan Data 21 When: September 2, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 2, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 22
Enter Plan Data 22 When: September 2, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Enter Plan Data 23
Enter Plan Data 23 When: September 2, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 3- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 3, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 24
Family Wealth Planning Session 24 When: September 3, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Marketing Call (urgent & important)
Marketing Call (urgent & important) When: September 3, 2025 1:00 pm - 2:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: September 3, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Signing Meeting 14
Signing Meeting 14 When: September 3, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 3, 2025 5:00 pm - 5:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Signing Meeting 15
Signing Meeting 15 When: September 3, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 4- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 4, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: September 4, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 4, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 25
Family Wealth Planning Session 25 When: September 4, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 5- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 5, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: September 5, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 5, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event
Marketing Event When: September 5, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 6 |
7 | 8- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 8, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: September 8, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: September 8, 2025 2:00 pm - 4:00 pm
Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 8, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: September 8, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: September 8, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 9- ■ BNI Networking Event (important)
BNI Networking Event (important) When: September 9, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: September 9, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 9, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 24
Enter Plan Data 24 When: September 9, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Enter Plan Data 25
Enter Plan Data 25 When: September 9, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 9, 2025 5:00 pm - 5:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • • • | 10- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 10, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 26
Family Wealth Planning Session 26 When: September 10, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Money & Mindset Call
Money & Mindset Call When: September 10, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: September 10, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Signing Meeting 16
Signing Meeting 16 When: September 10, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 10, 2025 5:00 pm - 5:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Signing Meeting 17
Signing Meeting 17 When: September 10, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 11- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 11, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: September 11, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 11, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 27
Family Wealth Planning Session 27 When: September 11, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 12- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 12, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: September 12, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 12, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event
Marketing Event When: September 12, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 13- ■ Family Wealth Planning Session 28
Family Wealth Planning Session 28 When: September 13, 2025 11:00 am - 1:00 pm
Where:
Description: See more details
• |
14 | 15- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 15, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: September 15, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Continuing Education (optional)
Continuing Education (optional) When: September 15, 2025 12:00 pm - 2:00 pm
Where:
Description:This block represents the extra time needed when someone is just starting to take on a new practice area and desires more time to spend researching and learning. See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: September 15, 2025 2:00 pm - 4:00 pm
Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 15, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: September 15, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: September 15, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 16- ■ BNI Networking Event (important)
BNI Networking Event (important) When: September 16, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: September 16, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 16, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 26
Enter Plan Data 26 When: September 16, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 16, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 27
Enter Plan Data 27 When: September 16, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Enter Plan Data 28
Enter Plan Data 28 When: September 16, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 17- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 17, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Communication Skills Call
Communication Skills Call When: September 17, 2025 12:00 pm - 1:30 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 17, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: September 17, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Signing Meeting 19
Signing Meeting 19 When: September 17, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Signing Meeting 20
Signing Meeting 20 When: September 17, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 18- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 18, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: September 18, 2025 10:00 am - 12:00 pm
Where:
Description: See more details - ■ Mastering Client Engagement Call
Mastering Client Engagement Call When: September 18, 2025 12:30 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 18, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Member Only Coaching
Member Only Coaching When: September 18, 2025 3:00 pm - 4:30 pm
Where:
Description: See more details - ■ Family Wealth Planning Session 29
Family Wealth Planning Session 29 When: September 18, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 19- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 19, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 30
Family Wealth Planning Session 30 When: September 19, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: September 19, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 19, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event
Marketing Event When: September 19, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • • | 20 |
21 | 22- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 22, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: September 22, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: September 22, 2025 2:00 pm - 4:00 pm
Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 22, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: September 22, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: September 22, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 23- ■ BNI Networking Event (important)
BNI Networking Event (important) When: September 23, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: September 23, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 23, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 29
Enter Plan Data 29 When: September 23, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ LBSC Coaching (urgent & important)
LBSC Coaching (urgent & important) When: September 23, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 30
Enter Plan Data 30 When: September 23, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 23, 2025 5:00 pm - 5:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • • • • | 24- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 24, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 1
Family Wealth Planning Session 1 When: September 24, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: September 24, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 24, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • | 25- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 25, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: September 25, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 25, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 2
Family Wealth Planning Session 2 When: September 25, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 26- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 26, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: September 26, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 26, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event
Marketing Event When: September 26, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 27- ■ Family Wealth Planning Session 3
Family Wealth Planning Session 3 When: September 27, 2025 11:00 am - 1:00 pm
Where:
Description: See more details
• |
28 | 29- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 29, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: September 29, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: September 29, 2025 2:00 pm - 4:00 pm
Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 29, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: September 29, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: September 29, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 30- ■ BNI Networking Event (important)
BNI Networking Event (important) When: September 30, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: September 30, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 30, 2025 11:00 am - 11:30 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: September 30, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 1
Enter Plan Data 1 When: September 30, 2025 12:00 pm - 2:00 pm
Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details - ■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important) When: September 30, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 2
Enter Plan Data 2 When: September 30, 2025 3:00 pm - 5:00 pm
Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details - ■ Enter Plan Data 3
Enter Plan Data 3 When: September 30, 2025 5:00 pm - 7:00 pm
Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details
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