|
|
|
|
|
|
1
-
■ Family Wealth Planning Session 3
Family Wealth Planning Session 3
When: January 1, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
•
|
|
2
|
3
-
■ Workout
Workout
When: January 3, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 3, 2022 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: January 3, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: January 3, 2022 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: January 3, 2022 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: January 3, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: January 3, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
4
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: January 4, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: January 4, 2022 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: January 4, 2022 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: January 4, 2022 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: January 4, 2022 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: January 4, 2022 2:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Enter Plan Data 2
Enter Plan Data 2
When: January 4, 2022 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: January 4, 2022 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
• • • • • • • •
|
5
-
■ Workout
Workout
When: January 5, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 5, 2022 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: January 5, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
-
■ Marketing Call (urgent & important)
Marketing Call (urgent & important)
When: January 5, 2022 1:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: January 5, 2022 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: January 5, 2022 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
• • • • • •
|
6
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 6, 2022 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: January 6, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 6, 2022 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: January 6, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • •
|
7
-
■ Workout
Workout
When: January 7, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 7, 2022 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: January 7, 2022 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: January 7, 2022 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: January 7, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • •
|
8
|
|
9
|
10
-
■ Workout
Workout
When: January 10, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 10, 2022 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: January 10, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: January 10, 2022 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: January 10, 2022 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: January 10, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: January 10, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
11
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: January 11, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: January 11, 2022 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: January 11, 2022 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: January 11, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 11, 2022 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: January 11, 2022 3:00 pm - 5:00 pm
Where:
Description:
See more details
• • • • • •
|
12
-
■ Workout
Workout
When: January 12, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 12, 2022 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: January 12, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
-
■ Money & Mindset Call
Money & Mindset Call
When: January 12, 2022 2:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: January 12, 2022 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: January 12, 2022 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
• • • • • •
|
13
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 13, 2022 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: January 13, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 13, 2022 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: January 13, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • •
|
14
-
■ Workout
Workout
When: January 14, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 14, 2022 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: January 14, 2022 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: January 14, 2022 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: January 14, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • •
|
15
-
■ Family Wealth Planning Session 8
Family Wealth Planning Session 8
When: January 15, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
•
|
|
16
|
17
-
■ Workout
Workout
When: January 17, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 17, 2022 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: January 17, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: January 17, 2022 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: January 17, 2022 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: January 17, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: January 17, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
18
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: January 18, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: January 18, 2022 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: January 18, 2022 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: January 18, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 18, 2022 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: January 18, 2022 3:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Enter Plan Data 8
Enter Plan Data 8
When: January 18, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
19
-
■ Workout
Workout
When: January 19, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 19, 2022 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: January 19, 2022 12:00 pm - 1:30 pm
Where:
Description:
See more details
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: January 19, 2022 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: January 19, 2022 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
• • • • •
|
20
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 20, 2022 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: January 20, 2022 10:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Mastering Client Engagement Call
Mastering Client Engagement Call
When: January 20, 2022 12:30 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 20, 2022 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: January 20, 2022 3:00 pm - 4:30 pm
Where:
Description:
See more details
-
■ Family Wealth Planning Session 9
Family Wealth Planning Session 9
When: January 20, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • •
|
21
-
■ Workout
Workout
When: January 21, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 21, 2022 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: January 21, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
-
■ Prospective client correspondence (important)
Prospective client correspondence (important)
When: January 21, 2022 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: January 21, 2022 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: January 21, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • • •
|
22
|
|
23
|
24
-
■ Workout
Workout
When: January 24, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 24, 2022 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: January 24, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: January 24, 2022 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: January 24, 2022 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: January 24, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: January 24, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
25
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: January 25, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: January 25, 2022 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: January 25, 2022 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: January 25, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ LBSC Coaching (urgent & important)
LBSC Coaching (urgent & important)
When: January 25, 2022 2:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Enter Plan Data 10
Enter Plan Data 10
When: January 25, 2022 3:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 25, 2022 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
• • • • • • •
|
26
-
■ Workout
Workout
When: January 26, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 26, 2022 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: January 26, 2022 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: January 26, 2022 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
• • • •
|
27
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 27, 2022 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: January 27, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 27, 2022 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
• • •
|
28
-
■ Workout
Workout
When: January 28, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 28, 2022 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: January 28, 2022 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: January 28, 2022 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: January 28, 2022 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: January 28, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • • •
|
29
-
■ Family Wealth Planning Session 11
Family Wealth Planning Session 11
When: January 29, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
•
|
|
30
|
31
-
■ Workout
Workout
When: January 31, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: January 31, 2022 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: January 31, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: January 31, 2022 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: January 31, 2022 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: January 31, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: January 31, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
|
|
|
|
|
