About Partner Bootcamp

This started out as a six week program with each session lasting about two hours on a wednesday afternoon in the GTA. However, due to popular demand from many firms who wanted to send people to the course from out of the GTA, we tried an experiment and offered a weekend course for these firms.

We had people attend from Edmonton, Halifax, Montreal and other cities far away from Toronto.

Due to the success of this experiment, we have decided to keep the Bootcamp to a once-a-year event over a weekend in September.

Our next session is therefore being held over a weekend again to allow other delegates from out of province who wanted to go through the course but couldn't fly into Ontario every wednesday afternoon.

Program Contents.

The original six sessions are completely covered during the weekend, covering three modules each day. In addition to the topics below, we delve into other topics that will be a critical part of your fuiture success, including: Leadership, Use of Technology, Marketing, Providing Awesome Client Service, Strategic Planning, Strategic Pricing and Client Selection Criteria.

Steve also works through his acclaimed article 'Seven Steps To Seven Figures' showing what can be achieved with thought and planning.

Session 1 - From Caterpillar to Butterfly – Changing from Staff to Partner.

· From Friday 5pm to Monday 9am (or employee to self-employed).
· An announcement to clients & staff.
· A change in these relationships.
· A change in attitude.
· Avoiding the errors of previous partners – and replicating their best habits.
· Managing the ego.
· Giving presentaions to bankers, lawyers, clients et al.

Session 2 - So you’ve made it, what now? The real work begins.

· How your day-to-day work will change.
· Things to stop doing.
· Things to start doing.
· Creating a fun place to work.
· The client year-end review meeting – what will set you apart from the crowd?
· Understanding what clients want from you (but rarely ask for).

Session 3 – Behind the scenes.

· Dealing with staff - an introduction to the fine art of delegating.
· Earning respect from former peers and bosses.
· Workflow management.
· Setting priorities.
· Dealing with clients.
· Why all clients are not equal.

Session 4 – Growing into the role

· Self assessment - SWOT
· Building confidence.
· Dressing for success.
· What do clients really want from you?
· Becoming a ‘trusted advisor’.
· An introduction to selling skills for partners.

Session 5 - Building your network

· Building from ground zero - how to market effectively.
· Learning to talk to strangers.
· Who to focus on.
· Spoiling your best clients.
· Creating interesting new projects from existing clients.
· Firing your worst.

Session 6 - Building a dashboard for success

· Managing your practice by KPIs.
· Building your practice by design, not default.
· Setting goals - Firm goals -vs- personal goals, getting them in sync.
· Achieving work/life balance while getting results.
· Building a vision for the future.
· The vital role of a supporting family.
· The secrets of the most successful practitioners.
· The financial rewards you can expect - if you work at it.

Seen enough and want to join us for the 2011 September Bootcamp?

Call us at 905-842-2284 for booking details.

An online booking service is now available.