Course curriculum

  • 1

    Course Content

    • Welcome!

    • Getting Started

    • Planning

    • Philosophy

    • Finding The Right Clients

    • Trust Flows Both Ways

    • Is there An Ideal Client?

    • Initial Client Screening

    • Fees and Productivity

    • Walk Through of Fees And Productivity Worksheet

    • Potential Pitfalls

    • Is It Time To Part Ways?

    • EBook - Setting Up A Practice Basics