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