1 | 2- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 2, 2024 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: December 2, 2024 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: December 2, 2024 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: December 2, 2024 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: December 2, 2024 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: December 2, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 3- ■ BNI Networking Event (important)
BNI Networking Event (important) When: December 3, 2024 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: December 3, 2024 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: December 3, 2024 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: December 3, 2024 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 3, 2024 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: December 3, 2024 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Enter Plan Data 23
Enter Plan Data 23 When: December 3, 2024 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 4- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 4, 2024 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: December 4, 2024 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Marketing Call (urgent & important)
Marketing Call (urgent & important) When: December 4, 2024 1:00 pm - 2:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: December 4, 2024 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: December 4, 2024 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 4, 2024 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: December 4, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 5- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 5, 2024 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: December 5, 2024 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 5, 2024 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: December 5, 2024 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 6- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 6, 2024 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: December 6, 2024 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: December 6, 2024 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: December 6, 2024 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 7 |
8 | 9- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 9, 2024 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: December 9, 2024 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: December 9, 2024 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: December 9, 2024 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: December 9, 2024 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: December 9, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 10- ■ BNI Networking Event (important)
BNI Networking Event (important) When: December 10, 2024 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: December 10, 2024 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: December 10, 2024 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: December 10, 2024 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Enter Plan Data 25
Enter Plan Data 25 When: December 10, 2024 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 10, 2024 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
• • • • • • | 11- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 11, 2024 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: December 11, 2024 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Money & Mindset Call
Money & Mindset Call When: December 11, 2024 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: December 11, 2024 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: December 11, 2024 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 11, 2024 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: December 11, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 12- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 12, 2024 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: December 12, 2024 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 12, 2024 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: December 12, 2024 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 13- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 13, 2024 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: December 13, 2024 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: December 13, 2024 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: December 13, 2024 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 14- ■ Family Wealth Planning Session 28
Family Wealth Planning Session 28 When: December 14, 2024 11:00 am - 1:00 pm
Where:
Description: See more details
• |
15 | 16- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 16, 2024 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: December 16, 2024 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Continuing Education (optional)
Continuing Education (optional) When: December 16, 2024 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: December 16, 2024 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: December 16, 2024 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: December 16, 2024 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: December 16, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 17- ■ BNI Networking Event (important)
BNI Networking Event (important) When: December 17, 2024 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: December 17, 2024 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: December 17, 2024 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: December 17, 2024 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 17, 2024 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: December 17, 2024 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Enter Plan Data 28
Enter Plan Data 28 When: December 17, 2024 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 18- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 18, 2024 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: December 18, 2024 12:00 pm - 1:30 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 18, 2024 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: December 18, 2024 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: December 18, 2024 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Signing Meeting 20
Signing Meeting 20 When: December 18, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 19- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 19, 2024 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: December 19, 2024 10:00 am - 12:00 pm
Where:
Description: See more details - ■ Mastering Client Engagement Call
Mastering Client Engagement Call When: December 19, 2024 12:30 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 19, 2024 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: December 19, 2024 3:00 pm - 4:30 pm
Where:
Description: See more details - ■ Family Wealth Planning Session 29
Family Wealth Planning Session 29 When: December 19, 2024 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 20- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 20, 2024 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: December 20, 2024 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: December 20, 2024 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: December 20, 2024 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: December 20, 2024 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • • | 21 |
22 | 23- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 23, 2024 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: December 23, 2024 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: December 23, 2024 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: December 23, 2024 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: December 23, 2024 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: December 23, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 24- ■ BNI Networking Event (important)
BNI Networking Event (important) When: December 24, 2024 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: December 24, 2024 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: December 24, 2024 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: December 24, 2024 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ LBSC Coaching (urgent & important)
LBSC Coaching (urgent & important) When: December 24, 2024 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 30
Enter Plan Data 30 When: December 24, 2024 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 24, 2024 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
• • • • • • • | 25- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 25, 2024 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: December 25, 2024 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: December 25, 2024 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: December 25, 2024 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
• • • • | 26- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 26, 2024 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: December 26, 2024 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 26, 2024 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: December 26, 2024 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 27- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 27, 2024 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: December 27, 2024 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: December 27, 2024 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: December 27, 2024 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 28- ■ Family Wealth Planning Session 3
Family Wealth Planning Session 3 When: December 28, 2024 11:00 am - 1:00 pm
Where:
Description: See more details
• |
29 | 30- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: December 30, 2024 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: December 30, 2024 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: December 30, 2024 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: December 30, 2024 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: December 30, 2024 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: December 30, 2024 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 31- ■ BNI Networking Event (important)
BNI Networking Event (important) When: December 31, 2024 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: December 31, 2024 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: December 31, 2024 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: December 31, 2024 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: December 31, 2024 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: December 31, 2024 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 2
Enter Plan Data 2 When: December 31, 2024 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: December 31, 2024 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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