Unexpected changes in external circumstances -- those things that are beyond your control -- represent the biggest threats to any small business. These are the things for which you can seldom plan, over which you have little or no control, and from which you can find yourself reeling!
If you are practicing in the field of estate planning, you know exactly what I am talking about!
Did anyone actually think -- could we really imagine -- that Congress would let the estate tax lapse in 2010 ... then turn around and pass legislation at the 11th hour ... and make that legislation effective for a mere two years? I mean, honestly, in all of the "worst case scenarios" that we all bantered about, did any of us come up with this possiblity?
I know I certainly did not!
So, to quote Dostoyevsky, "What then must we do?"
The best defense against the unexpected is a reliable system based on proven process. In other words, you need to keep doing the right things right.
What is your system for building quality referrals to your estate planning or elder law practice? Do you have a system to sustain you through change and challenge?
If your system is breaking down, or if you do not have a systematic approach to building quality referrals, then I encourage you to attend our Spring Practice Development Workshop, March 23-25, here in Kansas City. Our focus is to teach you how to systematically build quality Relationships, Referrals and Revenue.
You can read the full workshop agenda online.
On Wednesday afternoon, during our half-day special session, we will show you a proven system, utilizing education-based marketing, to re-build your referral base. Legislative changes combined with turmoil in the financial industry have wrought havoc on traditional referral-based marketing strategies. Where -- and how -- will you find your new referrals? What system will you use to identify, qualify, nurture and follow-up with these valued allied professioanls? How can you work together to turn your relationship into new business, to better serve your mutual clients, and to ensure an going revenue stream for both you and your referral partners?
Join us in Kansas City to learn a proven system, a system you can put to work on DAY ONE back in your office.
Visit our website for complete details, or to register or online. Or call James at 1-877-352-2021, ext. 0 if you have further questions. Early registration discounts still apply.
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