PRA2505. Right-Sizing Your Firm: Work Smarter, Earn More, and Renew Your Passion

Feeling stretched too thin? Struggling with unprofitable clients or life-draining busy seasons? It’s time to take back control of your firm. In this interactive, interview-style session, you’ll hear firsthand from someone who made bold changes—trimming the client list, restructuring services, and streamlining operations—to build a more profitable and enjoyable practice. Whether you’re feeling overwhelmed or just ready to level up, this session will give you the strategies, mindset, and real-world tactics to create a firm that truly works for you.

By the end of this session, you’ll walk away with:
• A game plan for client culling: Know exactly which clients to keep, which to phase out, and how to do it without burning bridges.
• Smart pricing strategies: Shift to a revenue model that stabilizes cash flow and stops trading time for dollars.
• Time-saving operational tweaks: Leverage tech and process improvements that free up time without sacrificing quality.
• A blueprint for work-life balance: Structure your firm in a way that supports your personal and professional goals without the burnout.

Come ready to rethink the way you run your firm and walk away with actionable steps to make your practice leaner, stronger, and more fulfilling.

Learning Objectives:

• Determine which clients to keep, which to phase out, and how to do it without burning bridges.
• Calculate a revenue model that stabilizes cash flow and stops trading time for dollars.
• Identify tech and process improvements that free up time without sacrificing quality.
• Analyze how to structure your firm in a way that supports your personal and professional goals without the burnout.