Practice Management Collection 201

Immediate access to four video sessions:

• Time Blocking for Peak Performance
  Master time management to prioritize revenue-generating activities, improve team productivity, and run your practice proactively.
• Client Segmentation & Engagement
  Learn how to categorize clients strategically to personalize outreach, maximize retention, and scale meaningful relationships.
• Mastering Your CRM System
  Use your CRM to track touch-points, streamline workflows, and ensure no opportunity falls through the cracks.
• Refining Your Brand
  Build a cohesive marketing strategy that strengthens your online presence and attracts your ideal audience through your website, social media, and newsletter.

Presented by Amy Jamrog, CFP®, Bailey Shafer & Caro Sheridan