Track: Practice Management
Wednesday, November 17, 2010
9:25 AM - 10:15 AM
Are You Selling Services or Passion? (1 CPE)
- It's not enough to say you love your clients, the question is how does your affection manifest itself in your client service strategy?
- Most firms are so blinded by their "service centric" approach to client service they miss out on opportunities to take client relationships to a higher level
- Learn to avoid behavior that kills client loyalty and develop skills that strengthen it
11:15 AM - 12:05 PM
Networking in the Community & On the Web (1 CPE)
- Growing your practice through community outreach
- How the Web can bring in higher profits
- Best tips for networking effectively
2:00 PM - 2:50 PM
The Intersection of Business Development & Social Media (1 CPE)
- Where traditional marketing approaches and new media intersect
- Understanding how social media is advantageous to your business development
- Accelerating client relationship development via LinkedIn, Twitter, Facebook and Blogs- Which suits you best?
2:55 PM - 3:45 PM
12 Ways to Provide Better Service to Clients, Make More Money and Have More Fun (1 CPE)
- Proven ways to make more money and create personal wealth
- Working more effectively with greater quality control
- Giving clients what they really want effortlessly
4:45 PM - 5:35 PM
You Have Your Dads Firm, Now What? (1 CPE)
- Taking the firm you inherit to new directions and phenomenal growth
- What a future firm looks like- it's already here!
- Reinventing firms that will thrill your old man
Thursday, November 18, 2010
9:10 AM - 10:00 AM
The Client Vulnerability Matrix - Where Do Your Clients Fall? (1 CPE)
- Understand the three types of clients -- Loyals, Neutrals, and Vulnerables
- Detecting how vulnerable you are to losing a client to the advances of a competitor
- Strategies and tactics for turning all your clients into Loyals
11:00 AM - 11:50 AM
11:55 AM - 12:45 PM
Bear Hugging Your Clients (1 CPE)
- How to calm your client's fears about the current economic crises
- Now is the time to bear hug your clients via proactive meetings, phone calls, seminars, newsletters, etc.
- Stepping up your client communication to become their most trusted business advisor
1:50 PM - 2:40 PM
Managing Difficult Conversations Successfully (1 CPE)
- Well-managed conflict can promote change and create opportunities at your firm
- Understanding the underlying causes of conflict and how to identify your current conflict management style
- Eight-step methodology for handling conflict situations more strategically and with more success




