Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

THE BUSINESS OF LAW & ACCOUNTING- MAKING MONEY AS A PROFESSIONAL SERVICE PROVIDER


Your Niche and Your Brand

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

The greatest consumer brands in the world realize that branding is emotional, relational and must reinforce the brand promise through every touch and moment of engagement. Like consumer brands, practitioners have personal brands and brand promises whether or not they are being cultivated with intention or by happenstance. In this webinar, we discuss the competence and character traits that produce positive personal brands, how to develop a specific niche and channel for profile raising and how to elevate thought leadership for sustainable client attraction and business development.


Personnel Issues- Hiring, On-Boarding, Training, Retaining, and Terminating

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

The old adage says that “slow to hire and fast to fire” is the best way to manage your talent, yet many professional services firms do the opposite. Firms rush to recruit and fill open positions and allow substandard performance to linger longer than necessary to avoid the discomfort of termination. This webinar focuses on essential best practices for creating the optimal job profiles, developing engaging immersion and on-boarding programs, cultivating ongoing talent development through training and retention initiatives and understanding how to facilitate termination processes with dignity and integrity.


Key Business Processes & Legal Tech Needs

The only thing constant is constant change, and professional services firms are facing unprecedented disruption with innovation and technology. With the ever-changing demands on the delivery of professional services, this webinar focuses on how to leverage best practices in business process mapping, how to leverage the latest innovation in technology solutions for service delivery and data analytics and how to create the ultimate client experience for sustained revenue and client loyalty.


Growing Your Practice

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Grow or Die.  A common adage and yet elusive in both the WHAT and HOW to grow profitably. In this webinar, we discuss the essential building blocks for sustained and scalable growth that leverages marketplace and voice of the client research. We also identify how target marketing, messaging, networking and relationship building tactics create predictability in lead generation through clients, prospects, connectors and alliance partners.