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Creating New Success As a successful financial advisor, attorney or CPA, you stand out in a very crowded field. Your clients see your unique value through a combination of personality, expertise, dedication and service. Get improved performance from your unique qualities—with the right focus. It’s all a matter of perspective. You know that it’s one thing to offer superb advice to clients and other associates, yet often very difficult (if not impossible) to be objective about your own needs, and the right path to achieve the success you deserve. Practice Management with Jim Shulman provides the guidance you need to prosper: The Assessment—the Jump Start to Success The Assessment. This provides a full view of your practice, noting your strengths, weaknesses, opportunities and other concerns. This assessment is thoroughly comprehensive, and serves as an excellent blueprint for activity for the following twelve to twenty-four months. It also includes a timetable for achieving specific key objectives. Ongoing Support. We meet at least monthly for a year’s program, with discussions usually lasting at least one hour (sometimes longer). Assess progress toward achieving important goals. In many cases we may discuss interim goals during phone meetings between the monthly appointments. There is no limit to the number of times clients contact Jim Shulman between meetings. In fact, the best clients are often in touch one or two times a week! Each monthly meeting is followed up with a set of notes, including commitments and deliverables for the next meeting. The Shulman Triangle—the Secret Behind your Success. As an independent professional, you lead a lonely life. You have to make a living, deliver your expertise to clients, meet personal obligations, and often lead a staff—often with little or no understanding. When we work together, we look at your professional practice as a triangle: your personal life, which comes first and foremost (from there, all good things derive); your business development, as you keep a strong roster of satisfied clients; and your business infrastructure, which is essential to supporting your personal happiness and business development. Infrastructure usually includes personnel and technology.
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