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Concurrent Session Onsite and Online

PFP2347. How to Create More Time in your Day using Systems and other Tactics in your Practice

Feeling like a hamster on a wheel as you run your business? Is your business running you? Attendees to this session will gain immediate information, strategies and tactics to reclaim their life and begin taking control of their business once again. Systems that manage your operations, marketing, business development and reporting will be presented along with actual measures used by the presenter to gain 14 weeks of vacation each year while growing his business. You can have it all! It only takes you consistently applying the right systems with the right team.

Learning Objectives:

  • Participants will learn the "secret" of the presenter in how to take a 30-day sabbatical each year to refresh and rejuvenate.
  • Documentation of complete systems of operations, marketing, business development and reporting will be shared with all attendees.
  • Gain understanding in how the presenter changed his vision for the future of his business by utilizing a "who" not "how" strategy.
  • How to gain efficiency by taming your email system with automation that actually works.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-4 years in the Profession
Advanced Preparation
NA
Session Tags
PFP
CGMA
CFP