Live Webcast/Rebroadcast - You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand - You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.
This program was recorded on November 14, 2019
This course uses real-world examples of the best and worst new client intake practices to highlight the challenges and benefits of getting this aspect of practice management correct. Attendees will leave with proven methods for identifying problems with their firm’s intake, specific ways to train staff, and other keys to turning leads into high-paying clients. We will also spend a significant amount of time on the issue of tracking lead sources and using that data to make good business decisions.