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Results: 3

David Charles Resseguie; Kim Siegers-Robinson, CPA; Lois R. Weinblatt; Mark S. Gaunya, GBA

Oct 10, 201959 min

Blue ocean secrets for practice management

Do you run your practice or does your practice run you? Learn how to create the practice you envisioned from some of the best coaches in the world in this interactive panel discussion. Discover how to counteract time management challenges, transition your practice, optimize the service you provide your clients, cultivate an effective team, create a vision, attract higher-net-worth clients, streamline processes, uncover free time you didn’t realize you had and more. It is more important to be effective than efficient. Find out what right questions you need to ask yourself to build the practice of the future.

David Charles Resseguie; Kim Siegers-Robinson, CPA; Lois R. Weinblatt; Mark S. Gaunya, GBA

Sep 18, 201952 min

Blue ocean secrets for practice management

Do you run your practice or does your practice run you? Learn how to create the practice you envisioned from some of the best coaches in the world in this interactive panel discussion. Discover how to counteract time management challenges, transition your practice, optimize the service you provide your clients, cultivate an effective team, create a vision, attract higher-net-worth clients, streamline processes, uncover free time you didn’t realize you had and more. It is more important to be effective than efficient. Find out what right questions you need to ask yourself to build the practice of the future.

David Charles Resseguie

Aug 28, 201924 min

Control everything you can, influence everything else

Do you believe it is possible to influence your dial-to-reach ratio? Your reach-to-set ratio? Your scheduled-to-kept ratio? Resseguie will show you the way to a 50+% first-year new client acquisition ratio through a simple, repeatable process toward influencing all of sales cycle ratios.