Reset and Reinvention: A Self-Guided TBR Experience
The current uncertain times call for a seminar experiment. We still do a combined 25+ Total Business Resets ($25k+) and New Business Audits ($18k) every year, but some of you could probably benefit from a more affordable, self-guided version of the larger of the two programs, and so we’re going to do that!
This will be a two-day intensive for a limited audience. The pros are these:
- 2 days rather than 3 months+
- 80% cost savings over the full program
- You get to learn from and build relationships with other principals.
The compromises:
- Not as personalized
- We won’t be able to survey all your people (though we will do personality profiles, for a small extra fee)
- The implementation follow-up will be somewhat limited.
But honestly, I can’t imagine another seminar like this. And that’s because there isn’t one.
This will be held in Atlanta in a brand new, intimate facility and will be limited to a small number of firms, so please let us know if you have any questions and then grab a spot if you think it’ll be a fit. To dig a little deeper into what our flagship service looks like, read this.
We’ll have two very full days that look like this:
Sept 8, Monday
- 6:30p Group dinner, provided.
Sept 9, Tuesday
- 9:00—Benchmarking your financial performance. We’ll walk you through every important metric and help you understand how they are related and what levers to pull to improve them.
- 11:00—Positioning your firm to give you leverage in the marketplace and to enable a more efficient and effective marketing plan. Each firm will receive specific feedback on their best options.
- 1:00—Lunch, provided.
- 2:00—Positioning Workshop to give you a chance to pitch your idea and get feedback.
- 3:00—Service Offering Design. Here we’ll look at the best way to start relationships, how you need to lead clients with a Prix Fixe sort of menu rather than a buffet of choices, and how to grow those accounts but also step down to a lesser level of engagement, when appropriate, to be a valued member over a long time, but still stay around to be ready for the next project.
- 4:00—End/break.
- 6:00—Group dinner.
Sept 10, Wednesday
- 9:00—Lead Gen. How to drop opportunity into the drop of the funnel, consistently, but built around your personality, tied to your positioning, and simple enough to execute. We’ll present the options, make specific recommendations, have you build a one-page plan right then, and have you share it with the group.
- 11:00—Role | Structure | Processes | Staffing. Who should do what. Which role(s) are appropriate for you. What level of staffing do you need for each role. How do the departments work together. Here we present the findings from $300k+ of proprietary research, applied to your firm, weaving in the personality profiles which overlap specific roles.
- 1:00—Lunch, provided.
- 2:00—Future Proofing your firm. What are your best options? In addition to crafting an executable list of the things to fix first, and in what order, how do you make the firm both fun to run…and more sellable in the market? What can you expect?
- 4:00—End/go home with a lot of answers and some lifetime friends.
Cost: $5,000, payable by check or credit card. A second person from the same firm is $3,000. Principals only (or trusted leaders to which there’s full transparency to everything in the firm). If sending multiple people, please email us ahead of time so that we can coordinate discounts.
Personality Profiles: We also highly recommend that your entire team participate in a personality profile exercise ahead of time, which adds $100/person. If you already have a DiSC-like product (or PI), no need to repeat the exercise (just bring them with you). This is not required, but it will make the second section on Wednesday a tad more helpful.
We will have a little preparation work for you to complete ahead of time, and we’ll also get on the phone with you, individually, during the month after the event, to go deeper and answer any questions that you have.
