Professional Practice Materials

The materials that serve as the foundation for the program are the four key modules licensed from Successful Professionals, with their proven track record and years of effectiveness in growing professional practices, both large and small.

Which modules will be used in your customized program are dependant upon the results of your practice diagnostic and consultation.

These Four Modules address the key challenges facing a growing professional practice:


Overly stressed individuals can gain control of their time. In this module we put fundamentals in place by creating/confirming personal and professional missions and establish a structure of support to realize the goals. There is also a strong focus on creating order and eliminating chaos in the workday, with methods to reduce interruptions and master the calendar. In addition, there is a special emphasis on delegating tasks for maximum leverage, keeping track of multiple projects and recovering lost billable hours.


In this module, the emphasis is on relationship marketing – building rapport with potential clients in a way that is easy, comfortable and ethical. The client development process is divided up into several vital steps: “Who to Talk To” “What to Say” and “How and When to Say It.”

“Who to Talk To” is the systematic process of targeting the ideal client, learning the difference between an “A” and a “D” client and identifying and developing the best referral sources for the “A” clients.

“What to Say” refers to the art of developing powerful strategic conversations with potential clients and referral sources in order to have the best referral sources send more business and make strategic introductions.

In “How and When to Say It,” the focus is on building the professional’s hobbies, passions and interest into a marketing plan so that the process is actually fun – and not a dreaded activity, resisted by so many.


Most firms and organizations will not be successful without a championship team. This module teaches the professional and small business person, who does not have the luxury of a Human Resources department, the skills necessary for attracting and hiring a championship team; properly managing job performance; conducting employee evaluations and establishing employee incentive systems. In addition, there are resources for managing a termination, using temporary agencies, resolving employee conflicts and much more.


Every organization must attend to its financial health. This module focuses on the skills necessary to ensure financial health and is especially appropriate for those professional and business people who either fear their finances or haven’t ever made the time to organize and understand them. There is an initial emphasis on understanding what creates true profitability and a formula for developing a “Zero Tolerance Collections System” for those organizations that need it. This is followed by a strong focus on managing expenses and creating a financial “dashboard” to guide the organization to profitability.