Sheryl Garrett, CFP®, AIF®

Hi, this is Sheryl Garrett. I’m founder of the Network and also host of the practice management webinars, or teleconferences.

On these calls we have a very high percentage of our membership attending to share and learn from each other on issues related to running their practice and working with clients.

Some examples of topics that we’ve covered in the past are:

• Estimating the scope of the project and quoting a fee,
• Time management skills and tips,
• Billing for your time,
• Converting a Get Acquainted meeting into a financial planning engagement,
• Knowing when to say no to a prospective client,
• Software applications and how to develop processes to most efficiently utilize your software,
• How you measure success and what statistics are used, and why it matters and how you track it,
• Designing model portfolios to create an efficient portfolio analysis process and to develop your recommendations most efficiently, and
• Working with clients virtually.

The list can go on and on and does. If the subject has to do with running your practice or serving your clients, stay tuned to the practice management webinars for more information that can be directly helpful in your practice. We learn from fellow members, co-hosts and special guests on our practice management calls.