Our “boot camp” kicked off mid-day yesterday. The founders, Robert Armstrong and Sanford Fisch offered an 8 hour training on the systems to make a law practice run like a well oiled machine… and the first 4 hours were yesterday afternoon.
Our boot camp attendees are attorneys and staff from around the country! We have people coming in from New York, Nebraska, Michigan, Florida, Ohio… all over the place. One really good feeling I’ve always had working with estate planning firms is that these attorneys and their staff are usually fun and caring people. The attorneys that are looking for cutting edge tools are also entrepreneurial and excited about tools that work. The people attending are incredibly focused and seemed to really connect with the ideas and the other attorneys in the room.
The agenda yesterday was busy covering topics that start from the ground up.
Our guests ended the sessions yesterday with all the motivation, info and forms that make it easy to prepare their own Strategic Plan while they’re here this weekend. A thorough look at time management and delegation is a crucial element of success and the discussion really provoked some thought and upcoming change in the way the participants have their highest and best use a priority.
One big time waster everyone agreed on was spending time doing work that is not “counselor” or “CEO” work. A walk through every detail of putting systems in place to have well-trained staff handle responsibilities that some attorneys have spent time doing themselves carves the way for them to make some changes when they get back to their own practice.
Last night we had a fantastic dinner where everyone chatted about what their discoveries were yesterday and what could make it tricky to shift gears when they get back home. What gets in your way when it comes to planning, time management and delegation?
Jennifer Price
Director, Member Services
American Academy of Estate Planning Attorneys, Inc.
(800) 846-1555
www.aaepa.com
- How Do You Spend Your Time? - May 18, 2023
- When the Going Gets Tough, Get Back to Basics - November 17, 2022
- Do You Thank Those Behind the Scene? - April 28, 2022
