The people who taught you your profession
probably didn’t teach you to be successful at it.
Maybe they left out a few things. 

As a professional, there’s a good chance you’re experiencing some of the following:

Long hours – too much time at work.

Of all those hours, too few are billed.

Your rates are high enough, but with the write-offs—the involuntary pro-bono work, the amounts you can’t collect—you’re not getting paid what you’re worth, and

Your practice is not growing fast enough.

You wish you had more clients and better clients.

But you wonder how you’d handle the additional work.

As hard as you work, there’s not enough time for your family and friends and the other things you want to do with your life.

Maybe you’ve even lost your love of the profession. Maybe it’s just not fun or as engaging as it was.

Most professionals do what they do because they love the work. We’re doctors, lawyers, CPAs, therapists, financial planners because that’s what we want to be and the profession seemed like an opportunity for a good life. We didn’t know we had to learn to run a business, or that running the business is different than doing the technical work we like so much.

But that’s what we must learn if we’re going to practice our profession in a way that maintains the love affair with the profession and gives us a great life.

I give professionals the systems, training and coaching, they need to create a practice which is growing, profitable and consumes less of their time —a practice that is more rewarding in every way, a practice that is fulfilling, that connects them with their original motivation for entering the profession, that results in even better client service, yet gives them the income and hassle-free time to enjoy the rest of their lives—to be with the people they want to be with and do the things they want to do.

This is a structured, highly customized program consisting of processes and systems aimed at practice excellence: Professionals have found these methods actually permit them to provide even better service to their clients.

The elements included in the program vary depending on the professional’s needs. They include some or all of the following:

Setting objectives for the practice and yourself

Getting clarity about what you want for your family, yourself, your clients, and you associatess

How you want to work and be

Your work/life balance

Your financial objectives

Getting more work done in less time

Managing time more effectively by managing yourself and your staff

Aligning your priorities with your objectives

Structuring the day and week to get the work done in normal hours and 5 business days, not 7+

Using better tools to interface with staff

Managing interruptions

Improving delegation practices and follow-up

Getting enough time to work on improving the business aspects of the practice and actually making it happen

Getting more and better clients

Creating a referral system that works and has you using activities you enjoy and that call on your particular strengths

Learning what to say, who to say it to, and when to say it in order to attract the kind of clients you want

Having a referral system that brings in more and better clients

Distinguishing between A and D clients. Firing the C and D clients and getting more A and B clients

Attracting the right staff and managing THEM more effectively

Having the tools and techniques for recruiting the right staff at the right time

Motivating and managing them to be productive, with minimal impact on your productivity

Setting financial and individual performance objectives and making sure they’re met

Managing cash and profitability

Collecting what is owed, more timely, and minimizing accounts receivables write-offs

Installing systems for capturing and analyzing financial and performance data

Finding profit leaks

Coach Robert Goldmann