ABOUT THE SPEAKERS
Denise joined Atticus in September of 2011 as Director of Client Relations. Denise’s main role is to ensure Atticus clients are placed in the proper program and continue to achieve their goals for increased balance and prosperity in their lives. Prior to joining Atticus, Denise was Director of Marketing for a law firm in Orlando. Denise is also President of Team Gamez Foundation, a 501(c) (3) raising money for at-risk youth in Central Florida.
As Director of Client Relations with Atticus, Daniel conducts in-depth diagnostics and consultations with attorneys and law firms. As a licensed attorney, he is uniquely qualified to help clients identify their core issues in the areas of time management, work/life balance, staffing, profitability and client development. He also works with attorneys who are looking for guidance across a full range of exit strategies, from selling their firm to bringing on a successor.
Since joining Atticus Daniel has worked with the top attorney coaches and innovators in the country. His goal is to help attorneys as they seek to increase their income, decrease their stress, improve their client experience, and have more time to pursue personal interests.
Prior to joining Atticus, Daniel co-founded a million dollar small business and consulted a multi-million dollar development company in Bogota. Daniel has a degree in Theology and is a licensed attorney in two States. He lives with his wife, Natalia in Orlando, Florida.
ABOUT THE PROGRAM
It’s one thing to be a great lawyer, but it is quite another to run a successful small or solo practice. The key business skills to operate a thriving law firm aren’t taught in law school. Atticus, the nation’s premiere practice management coaching agency, teaches attorneys how to have highly successful practices, without sacrificing health or time with loved ones. For small and solo firm owners specifically, Atticus created The Solo & Small Firm Foundations for Growth™ — a series of three-hour CLE courses that introduce attorneys to the Four Cornerstones of Practice Growth™. You’ll transform your firm’s future by implementing the most effective strategies, tools and materials derived from Atticus’ exclusive nationwide group programs.
This seminar is an introductory to intermediate level program.
The SC Commission on CLE & Specialization Course Code is: 180762
8:30 a.m. Registration
9:00 a.m. Program Overview: What you are going to learn and why
9:15 a.m. Capacity for Growth and the Four Cornerstones
9:30 a.m. The Strategic Pathway
10:15 a.m. Managing Interruptions
10:30 a.m. Phone Strategies
10:45 a.m. Using Your Focused DISC Advantage
11:00 a.m. Break
11:15 a.m. Power Hour
11:30 a.m. Time-How to Plan Your Day for Optimum Focus
11:45 a.m. How Client Selection Impacts Your Time Management
12:00 p.m. Basic Delegation Strategies
12:15 p.m. Lunch (on your own)
1:15 p.m. Program Overview: What you are going to learn and why
1:30 p.m. Capacity for Growth and the Four Cornerstones
1:45 p.m. Why Does Client Development Matter?
2:00 p.m. Rules of Professional Conduct and Advisory Opinions
2:30 p.m. What is the Most Effective Form of Marketing?
2:45 p.m. The 6 Key Qualities of Great Rainmakers
3:00 p.m. The Atticus Referral Development System/Who to Talk to?
3:15 p.m. Break
3:30 p.m. What to Say/How and When to Say It
3:45 p.m. Marketing Assistant/Tracking
4:00 p.m. Accountability/Ideal Referral Source
4:15 p.m. How to Get More Business over the Next 90 Days
4:30 p.m. Adjourn
All registrations must be pre-paid. Cancellation & Refund Policy: Refunds, less $25 administrative fee, will be made for cancellations received in writing to the CLE Registrar at firstname.lastname@example.org by 5 p.m., one week prior to the seminar. Cancellations will not be accepted within one week of seminar date. One-time transfers to seminars of like value or to the live webcast of the seminar (if available) will be accepted for a $25 administrative fee in lieu of cancellations within one week of seminar. Requests to transfer to the live webcast must be received by 1 p.m. the day prior to the program. Designated substitutes may take the place of registrants unable to attend.
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