| | | | 1- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Marketing Event Follow-up
Marketing Event Follow-up When: May 1, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Family Wealth Planning Session 13
Family Wealth Planning Session 13 When: May 1, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 2- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 2, 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: May 2, 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: May 2, 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: May 2, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 3 |
4 | 5- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: May 5, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: May 5, 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: May 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 - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: May 5, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: May 5, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 6- ■ BNI Networking Event (important)
BNI Networking Event (important) When: May 6, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: May 6, 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: May 6, 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 12
Enter Plan Data 12 When: May 6, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 6, 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 13
Enter Plan Data 13 When: May 6, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details
• • • • • • | 7- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 7, 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 14
Family Wealth Planning Session 14 When: May 7, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Marketing Call (urgent & important)
Marketing Call (urgent & important) When: May 7, 2025 1:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 7, 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: May 7, 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 4
Signing Meeting 4 When: May 7, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Signing Meeting 5
Signing Meeting 5 When: May 7, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 8- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Marketing Event Follow-up
Marketing Event Follow-up When: May 8, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Family Wealth Planning Session 15
Family Wealth Planning Session 15 When: May 8, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 9- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 9, 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: May 9, 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: May 9, 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: May 9, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 10- ■ Family Wealth Planning Session 16
Family Wealth Planning Session 16 When: May 10, 2025 11:00 am - 1:00 pm
Where:
Description: See more details
• |
11 | 12- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: May 12, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: May 12, 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: May 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 - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: May 12, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: May 12, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 13- ■ BNI Networking Event (important)
BNI Networking Event (important) When: May 13, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: May 13, 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: May 13, 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 14
Enter Plan Data 14 When: May 13, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 13, 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 15
Enter Plan Data 15 When: May 13, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Enter Plan Data 16
Enter Plan Data 16 When: May 13, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 14- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 14, 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 Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 14, 2025 1:00 pm - 1:30 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 - ■ Money & Mindset Call
Money & Mindset Call When: May 14, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: May 14, 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 6
Signing Meeting 6 When: May 14, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Signing Meeting 7
Signing Meeting 7 When: May 14, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 15- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Marketing Event Follow-up
Marketing Event Follow-up When: May 15, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Family Wealth Planning Session 18
Family Wealth Planning Session 18 When: May 15, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 16- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 16, 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: May 16, 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: May 16, 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: May 16, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 17 |
18 | 19- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: May 19, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: May 19, 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: May 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 - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: May 19, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: May 19, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 20- ■ BNI Networking Event (important)
BNI Networking Event (important) When: May 20, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: May 20, 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: May 20, 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 17
Enter Plan Data 17 When: May 20, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ LBSC Coaching (urgent & important)
LBSC Coaching (urgent & important) When: May 20, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 18
Enter Plan Data 18 When: May 20, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 20, 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
• • • • • • • | 21- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 21, 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: May 21, 2025 12:00 pm - 1:30 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 21, 2025 2:30 pm - 3:00 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 - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: May 21, 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 9
Signing Meeting 9 When: May 21, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Signing Meeting 10
Signing Meeting 10 When: May 21, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 22- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Marketing Event Follow-up
Marketing Event Follow-up When: May 22, 2025 10:00 am - 12:00 pm
Where:
Description: See more details - ■ Mastering Client Engagement Call
Mastering Client Engagement Call When: May 22, 2025 12:30 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 22, 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: May 22, 2025 3:00 pm - 4:30 pm
Where:
Description: See more details - ■ Family Wealth Planning Session 19
Family Wealth Planning Session 19 When: May 22, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 23- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 23, 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 20
Family Wealth Planning Session 20 When: May 23, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 23, 2025 1:30 pm - 2:00 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 - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: May 23, 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 Event
Marketing Event When: May 23, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • • | 24- ■ Continuing Education (optional)
Continuing Education (optional) When: May 24, 2025 12:00 pm - 3:00 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
• |
25 | 26- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: May 26, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: May 26, 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: May 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 - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: May 26, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: May 26, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 27- ■ BNI Networking Event (important)
BNI Networking Event (important) When: May 27, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: May 27, 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: May 27, 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 19
Enter Plan Data 19 When: May 27, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important) When: May 27, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 20
Enter Plan Data 20 When: May 27, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 27, 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
• • • • • • • | 28- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 28, 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 21
Family Wealth Planning Session 21 When: May 28, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 28, 2025 2:30 pm - 3:00 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 - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: May 28, 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 11
Signing Meeting 11 When: May 28, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Signing Meeting 12
Signing Meeting 12 When: May 28, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 29- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Marketing Event Follow-up
Marketing Event Follow-up When: May 29, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 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 - ■ Family Wealth Planning Session 22
Family Wealth Planning Session 22 When: May 29, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 30- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: May 30, 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: May 30, 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: May 30, 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: May 30, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 31- ■ Family Wealth Planning Session 23
Family Wealth Planning Session 23 When: May 31, 2025 11:00 am - 1:00 pm
Where:
Description: See more details
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