Tuesday, December 13, 2022 - 17:00 - 18:00

Set yourself up for success in 2023

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Set yourself up for success in 2023

Tuesday, December 13, 2022 - 17:00 to 18:00

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With the new year approaching it’s time to set yourself up for success by taming information chaos.

Join Alison Ball, Director of Marketing and Influencer Strategy at Liscio, along with Caleb Jenkins, EA, Lynda Artesani, and Vanessa Vasquez for this inspiring, interactive episode of Practice Excellence.

Many firms struggle because their clients use such a wide range of methods and tools to communicate and relay sensitive information to the firm. There’s texting, emailing (without encryption), using shared drives like Dropbox, Google Drive, and of course portals.  And that’s just for starters. We’ve even heard of firms having to take information from social media messages and WhatsApp messages. Because the information is spread across so many places, chaos reigns.  No one knows where to look for the information they need. This results in frustration, long hours, inefficiencies and unnecessary stress. 
Secure your place today to discover expert tips on how to bring everything into a saner, quieter, more secure space.

Our panel will be sharing their insights on how to create systems that work for clients, AND for staff, so you can work more productively. 

This practical session will cover:

- How to identify the information channels that are not working.
- What steps to take to bring things into a calmer, more organised state.
- The importance of walking in your client's shoes, and making things easy for them
 

As always there will be plenty of time to discuss your experience and challenges so please bring your questions. 
 

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