What does your practice need to succeed?

by Deborah Tucker on February 28, 2010

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More clients? Probably … but other areas are important too, and we neglect them at our peril.

We all care about how make our practices successful. There are so many different areas to be concerned with that it is easy to get overwhelmed and do nothing. Take a deep breath … and let’s work together to make it manageable!

Efficiency and making our efforts count are really important concepts. We all want to have plenty of clients coming in, but if we aren’t good at collecting our fees, then we will still won’t be feeling financially secure.

How to get more clients is on everyone’s mind, and I’ll be focusing on that in most every post I write. One of the first things to wonder about is where your current clients come from. Why? Because it is far more efficient to find a new referral source than it is to try to find a new client.

How to do this? Go through your files, and make a note as to how that client found you. Do this for at least the past 12 months, because some referrals sources ebb and flow. Also, if someone had been referring to you and has now stopped, you want to know this.

Once you have figured out who your main referrals sources are, make sure you keep in touch with them. Get permission from your clients on your intake to thank them, get releases where appropriate to keep in touch. And contact them on your own periodically, at least two or three times a year, just to keep in touch.

Later we’ll talk more about some good tools for doing this, including what’s called “contact management software”. It’s a fancy term for a rolodex on steroids, and it can help you be much more efficient in many areas of your practice.

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