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Results: 4

Lois R. Weinblatt

Oct 10, 201978 min

Clarify your vision, optimize your niche

We all have endless decisions to make as we grow our organizations, our teams and ourselves, but how do we sift out the distractions from the real opportunities? Gaining clarity on where we're headed gives us that filter so we can invest our time with ideal clients instead of spending our time casting a wide net. Through this session, you'll learn the top five issues that hold people back from optimizing a niche and the variables involved in your target market’s decision-making process. You’ll also document your vision of what success looks like for you long-term, the niche you’ll focus on to make it happen, and the benchmark you'll be aiming for 90 days from now.

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.

Lois R. Weinblatt

May 28, 201924 min

Clarify your vision, optimize your niche

We all have endless decisions to make as we grow our organizations, our teams and ourselves, but how do we sift out the distractions from the real opportunities? Gaining clarity on where we're headed gives us that filter so we can invest our time with ideal clients instead of spending our time casting a wide net. Through this session, you'll learn the top five issues that hold people back from optimizing a niche and the variables involved in your target market’s decision-making process. You’ll also document your vision of what success looks like for you long-term, the niche you’ll focus on to make it happen, and the benchmark you'll be aiming for 90 days from now.