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Redefining Your Firm: Practice Management Tips from the Trenches

REDEFINING YOUR FIRM: PRACTICE MANAGEMENT TIPS FROM THE TRENCHES

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 24, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Just because your practice has settled into specializing in one thing doesn't mean it has to stay that way. It's never too late to redefine your firm! In this webinar, you'll learn dynamic ways to adjust your business model and rethink how your firm operates to maximize client engagement, build your ideal client profile, and run your firm to its fullest. We'll also cover ways to create traction in your marketplace, determine if ownership is right for you, and new ways to expand and complement your existing service models with additional revenue while enhancing your clients' overall experience.

Learning Objectives:


  • List elements that make up your ideal client profile

  • Evaluate how to rethink staffing models

  • Recognize how to develop a firm strategy to position your practice for long-term success

  • Identify potential services to complement existing firm services

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jason Deshayes

Cook Wealth Management Group
Chief Operating Officer
[email protected]
(919) 784-9100

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Jason Deshayes is a distinguished Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with a passion for financial literacy and helping individuals and businesses navigate the complex world of finance. Based in the vibrant Raleigh, North Carolina area, Jason has built a reputation as a trusted advisor and dynamic speaker in the financial industry.

With over 15 years of experience in finance, Jason brings a wealth of knowledge to his audiences. He has a unique talent for making complex financial concepts accessible and engaging for all levels of expertise. Whether he's speaking at conferences, leading workshops, or offering one-on-one consultations, Jason's ability to demystify finance is unmatched.

Jason's commitment to financial education extends beyond his professional career. He is an active member of the local community, volunteering his time to deliver financial literacy workshops and seminars to empower individuals with the tools they need to achieve their financial goals.

As a sought-after speaker, Jason Deshayes combines his technical expertise with a personable and approachable style that leaves audiences inspired and equipped to make sound financial decisions. His dedication to helping others achieve financial success makes him a respected figure in the Raleigh, NC area and beyond. Whether you're looking for insights on tax planning, investment strategies, or financial planning, Jason Deshayes is the speaker who can guide you toward a brighter financial future.

About Our Presenter

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Cook Wealth is a wealth management firm offering financial advising, tax advising, and investment management services for professionals, business owners, and retirees across the nation. Enjoy in-person or virtual advising to fit your lifestyle.