Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it. Capacity-building strategies are available but take precious time and resources to plan and implement. There is, however, one strategy that everyone can implement immediately to significantly improve capacity before their next busy season - reducing your firm's client load. Together, we'll explore the reasons to take this on and share tried and true strategies to support a more successful client reduction initiative.

After attending this presentation you will be able to...

  • Recall the six reasons why culling is the right strategy for your firm, your leaders, your team members, and even your clients
  • Recognize how to get started quickly and impactfully with timing and an approach that honors relationships with long-standing clients
  • Identify strategic communication strategies and consistent position statements to protect your brand and reputation in your communities
  • Indicate potential barriers that might get in the way of a culling initiative and how to proactively overcome them

Leave this session prepared to expand your capacity immediately!