|
1
-
■ Workout
Workout
When: August 1, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 1, 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: August 1, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 1, 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: August 1, 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: August 1, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: August 1, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
2
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: August 2, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 2, 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: August 2, 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 11
Enter Plan Data 11
When: August 2, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important)
When: August 2, 2022 2:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 2, 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
• • • • • •
|
3
-
■ Workout
Workout
When: August 3, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Family Wealth Planning Session 12
Family Wealth Planning Session 12
When: August 3, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 3, 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
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: August 3, 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
-
■ Signing Meeting 1
Signing Meeting 1
When: August 3, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Signing Meeting 2
Signing Meeting 2
When: August 3, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
4
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 4, 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: August 4, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 4, 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 13
Family Wealth Planning Session 13
When: August 4, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • •
|
5
-
■ Workout
Workout
When: August 5, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Prospective client correspondence (important)
Prospective client correspondence (important)
When: August 5, 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: August 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
-
■ Marketing Event
Marketing Event
When: August 5, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • •
|
6
|
7
|
8
-
■ Workout
Workout
When: August 8, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 8, 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: August 8, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 8, 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: August 8, 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: August 8, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: August 8, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
9
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: August 9, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 9, 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: August 9, 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 12
Enter Plan Data 12
When: August 9, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 9, 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 13
Enter Plan Data 13
When: August 9, 2022 3:00 pm - 5:00 pm
Where:
Description:
See more details
• • • • • •
|
10
-
■ Workout
Workout
When: August 10, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Family Wealth Planning Session 14
Family Wealth Planning Session 14
When: August 10, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
-
■ Marketing Call (urgent & important)
Marketing Call (urgent & important)
When: August 10, 2022 1:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 10, 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
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: August 10, 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
-
■ Signing Meeting 4
Signing Meeting 4
When: August 10, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Signing Meeting 5
Signing Meeting 5
When: August 10, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • • •
|
11
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 11, 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: August 11, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 11, 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 15
Family Wealth Planning Session 15
When: August 11, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • •
|
12
-
■ Workout
Workout
When: August 12, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Prospective client correspondence (important)
Prospective client correspondence (important)
When: August 12, 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: August 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
-
■ Marketing Event
Marketing Event
When: August 12, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • •
|
13
-
■ Family Wealth Planning Session 16
Family Wealth Planning Session 16
When: August 13, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
•
|
14
|
15
-
■ Workout
Workout
When: August 15, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 15, 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: August 15, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 15, 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: August 15, 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: August 15, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: August 15, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
16
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: August 16, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 16, 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: August 16, 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 14
Enter Plan Data 14
When: August 16, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 16, 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 15
Enter Plan Data 15
When: August 16, 2022 3:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Enter Plan Data 16
Enter Plan Data 16
When: August 16, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
17
-
■ Workout
Workout
When: August 17, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 17, 2022 1:00 pm - 1:30 pm
Where:
Description: This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel.
See more details
-
■ Money & Mindset Call
Money & Mindset Call
When: August 17, 2022 2:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: August 17, 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
-
■ Signing Meeting 6
Signing Meeting 6
When: August 17, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Signing Meeting 7
Signing Meeting 7
When: August 17, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
18
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 18, 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: August 18, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 18, 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 18
Family Wealth Planning Session 18
When: August 18, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • •
|
19
-
■ Workout
Workout
When: August 19, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Prospective client correspondence (important)
Prospective client correspondence (important)
When: August 19, 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: August 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
-
■ Marketing Event
Marketing Event
When: August 19, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • •
|
20
|
21
|
22
-
■ Workout
Workout
When: August 22, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 22, 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: August 22, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 22, 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: August 22, 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: August 22, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: August 22, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
23
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: August 23, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 23, 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: August 23, 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 17
Enter Plan Data 17
When: August 23, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ LBSC Coaching (urgent & important)
LBSC Coaching (urgent & important)
When: August 23, 2022 2:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Enter Plan Data 18
Enter Plan Data 18
When: August 23, 2022 3:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 23, 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
• • • • • • •
|
24
-
■ Workout
Workout
When: August 24, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Communication Skills Call
Communication Skills Call
When: August 24, 2022 12:00 pm - 1:30 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 24, 2022 2:30 pm - 3:00 pm
Where:
Description: This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel.
See more details
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: August 24, 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
-
■ Signing Meeting 9
Signing Meeting 9
When: August 24, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Signing Meeting 10
Signing Meeting 10
When: August 24, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
25
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 25, 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: August 25, 2022 10:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Mastering Client Engagement Call
Mastering Client Engagement Call
When: August 25, 2022 12:30 pm - 2:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 25, 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: August 25, 2022 3:00 pm - 4:30 pm
Where:
Description:
See more details
-
■ Family Wealth Planning Session 19
Family Wealth Planning Session 19
When: August 25, 2022 5:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • •
|
26
-
■ Workout
Workout
When: August 26, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Family Wealth Planning Session 20
Family Wealth Planning Session 20
When: August 26, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 26, 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: August 26, 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: August 26, 2022 5:00 pm - 8:00 pm
Where:
Description: Examples:
-Presentations
-Expos
-Networking events
See more details
• • • • • •
|
27
-
■ Continuing Education (optional)
Continuing Education (optional)
When: August 27, 2022 12:00 pm - 3:00 pm
Where:
Description: This block represents the extra time needed when someone is just starting to take on a new practice area and desires more time to spend researching and learning.
See more details
•
|
28
|
29
-
■ Workout
Workout
When: August 29, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 29, 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: August 29, 2022 11:00 am - 12:00 pm
Where:
Description:
See more details
-
■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 29, 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: August 29, 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: August 29, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Forum Time (urgent & important)
Forum Time (urgent & important)
When: August 29, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
30
-
■ BNI Networking Event (important)
BNI Networking Event (important)
When: August 30, 2022 8:30 am - 10:00 am
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 30, 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: August 30, 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 19
Enter Plan Data 19
When: August 30, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
-
■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important)
When: August 30, 2022 2:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Enter Plan Data 20
Enter Plan Data 20
When: August 30, 2022 3:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 30, 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
• • • • • • •
|
31
-
■ Workout
Workout
When: August 31, 2022 9:00 am - 9:30 am
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 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
-
■ Family Wealth Planning Session 21
Family Wealth Planning Session 21
When: August 31, 2022 11:00 am - 1:00 pm
Where:
Description:
See more details
-
■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement
When: August 31, 2022 2:30 pm - 3:00 pm
Where:
Description: This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel.
See more details
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: August 31, 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
-
■ Signing Meeting 11
Signing Meeting 11
When: August 31, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Signing Meeting 12
Signing Meeting 12
When: August 31, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • • • • •
|
|
|
|