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#292: Goal Setting Approach for Estate Planning Firms with Maintenance Programs

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Manage episode 461042853 series 3583206
Content provided by Melissa Shanahan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Shanahan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Do you have a clear plan for your law firm's growth in 2025? Are you setting the right revenue goals and projections based on your firm's unique circumstances?

In this episode, Melissa shares how to approach goal setting and revenue projections in a way that makes sense for your firm. Specifically, she dives into strategies for estate planning firms with maintenance programs to set accurate revenue goals and projections. By breaking down your revenue streams and understanding the nuances of recurring revenue, you can create a roadmap for growth that is both ambitious and attainable. This episode tells you how.

Get full show notes, transcript, and more information here: https://www.velocitywork.com/292

  continue reading

313 episodes

Artwork
iconShare
 
Manage episode 461042853 series 3583206
Content provided by Melissa Shanahan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Shanahan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Do you have a clear plan for your law firm's growth in 2025? Are you setting the right revenue goals and projections based on your firm's unique circumstances?

In this episode, Melissa shares how to approach goal setting and revenue projections in a way that makes sense for your firm. Specifically, she dives into strategies for estate planning firms with maintenance programs to set accurate revenue goals and projections. By breaking down your revenue streams and understanding the nuances of recurring revenue, you can create a roadmap for growth that is both ambitious and attainable. This episode tells you how.

Get full show notes, transcript, and more information here: https://www.velocitywork.com/292

  continue reading

313 episodes

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