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The weekly meetings are crucial for accountability and have been really helpful. Our group is special; people are open and vulnerable, which makes a big difference. It helped me see things differently, allowing me to balance my compassion with smarter financial decisions, without losing care and empathy.
Strategic planning has been crucial. Participating every three months forces me to think things through and gather information. While I'm still refining this process, I wouldn't be making the progress I am without this regular effort. The smaller group and insights from sync pods have also been helpful in learning how others handle similar challenges.
I have felt like much more than a number, especially when I get an unsolicited response to my Monday Map emails on Sunday afternoons. That makes me feel special.
TESTIMONIALS
Don’t just take our word for it.
I've gotten some pretty massive things done because of the structure of the quarterly strategic planning. I have a friend that I chat with about law firm owner stuff and she always comments on how much I get done. I feel like I can because I'm not wasting my efforts on things that aren't actually going to help me reach my goals.
I really look forward to the quarterly strategic planning sessions! I wasn't so sure about taking a whole day off from the practice just to plan - but the level of clarity and focus I get from that day drives the rest of the quarter. I will try super hard never to miss one of the QPRs.
I've always known my revenue per matter, I've known how many matters I open, my total revenue, etcetera. But I didn’t really understand what to do with that information, and how making different tweaks to what I was doing would actually drive results that were bigger than I had ever imagined.
I have felt the amazing personal encouragement of Melissa and her team in a few ways. Firstly, they've taken the time to delve into my personal barriers, which include mental health and self-doubt. Additionally, they've helped me recognize the importance of time management, considering factors such as parenting, caseload, and pro-bono obligations.
It is very helpful to be guided through thoughtful questions to consider about my firm, the direction of my firm, and my thoughts about my firm, setting goals and breaking those down into rocks and breaking my rocks down into action steps, and crunching the numbers to set specific financial goals. Also, hearing other members talk about their businesses and business goals gives me confidence to dream bigger for me and my firm.
Melissa's kindness, and not just Melissa, but the entire Velocity team followed up with me. They checked in on how things were going, if there were any changes or improvements, etc. Even the smallest follow-up meant a lot.