Practice Assessment Training

     Your estate planning practice is constantly facing new and ever increasing challenges. Some challenges are unique to your practice and your market; others are universal to the practice area. While a well-conceived marketing plan is your single best strategy to ensure success in meeting these challenges ... there is a fundamental first step that many overlook in the planning process.

     BEFORE you start working on your marketing plan, take time to perform a thorough PRACTICE ASSESSMENT. This exercise will give you a better understanding of your practice, your market, and your future. It will help you "get your bearings," so to speak, in the marketing environment. And it will pay off in real dollars. First, completing this exercise will save you hours of frustrating work when it comes time to craft the marketing plan. It will help you organize your thoughts and crucial financial and market data. But more importantly, it will guide your future marketing efforts toward greater profits!

Assessment Training will help you focus on the SEVEN KEY PROFITABILITY FACTORS in your estate planning practice, and show you to implement these fundamental Practice Assessment Tools:

• Actual Revenue v Goals

• Firm Financials Compared to Standard Benchmarks

• Budgeting & Budget Review

• Short & Long-Term Goals

• Assessing Key Strategies

• Analyzing Revenue Stream by Source & Type