Are you a fiduciary looking to start or grow your own business? Do you feel like you could use some expert guidance on the business side of things? The Business Building Membership for Fiduciaries, hosted by Attorney Ali Goff, aims to help you navigate the unique challenges of building a successful fiduciary practice.
Navigate the Challenges of Building a Successful Fiduciary Practice
What Is the Business Building Membership for Fiduciaries?
The Business Building Membership for Fiduciaries is a free monthly membership program where fiduciaries like you can access valuable business-building training, tools, and resources. Attorney Ali Goff will host monthly Zoom sessions focused on various aspects of running a fiduciary business, including everything from finance and budgeting to marketing and self-care. Whether you’re just starting out or looking to grow your existing business, this program will give you the knowledge and connections you need to succeed.
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Topics Covered During the Membership Program
Finance & Budgeting
You will learn to manage your business’s finances to ensure long-term stability and growth. We’ll cover how to create realistic budgets that account for predictable and unexpected expenses, allowing you to avoid financial pitfalls. You’ll also discover strategies for tracking cash flow, understanding profitability, and reinvesting in your business so it continues to thrive.
Hiring & Delegating
Building a strong team is crucial for business success, and we’ll give you the tools to hire the right people. You’ll learn how to identify the skills and qualities needed for your team and how to assess candidates effectively. Once you have your team in place, we’ll dive into how to delegate tasks efficiently so you can focus on the higher-level aspects of growing your business.
Pricing & Fee Structures
Setting the right pricing for your services is a balance between being competitive and ensuring your business remains profitable. This session will guide you through evaluating your services and determining the best fee structure that aligns with your business goals and market demand. We’ll also discuss how to adjust your fees over time as your experience and services evolve.
Marketing & Networking
Effective marketing is key to attracting new clients and growing your business. You’ll learn strategies for developing your brand and creating a marketing plan that resonates with your target audience. Additionally, we’ll focus on networking techniques, both online and offline, to help you build meaningful connections and generate referrals that will sustain your business.
Self-Care
As a fiduciary, you’re often managing high-stress situations, and it’s crucial to take care of yourself. We will explore the importance of setting boundaries, managing stress, and finding time for rest and recovery so you can avoid burnout. We’ll also discuss practical techniques for staying balanced and ensuring your personal well-being supports your professional success.
How Does It Work?
Joining is simple. All you have to do is register with our platform to attend the monthly meetings, where you’ll gain access to insightful business-building tips and strategies. After each meeting, you’ll be able to connect with other fiduciaries and start applying what you’ve learned to grow your practice. We won’t just be talking theory—we’ll give you practical takeaways you can use right away.
Meeting Dates & Registration for 2025
These are all the meeting dates for 2025:
- January 6th
- February 3rd
- March 3rd
- April 8th (Tuesday)
- May 19th (3rd Monday)
- June 2nd
- July 14th
- August 4th
- September 2nd (Tuesday)
- October 6th
- November 3rd
- December 1st
Remember, no replays will be sent for these sessions, so be sure to join us live to get the most out of each meeting. Just a heads up: This program is specifically meant for business building and does not provide legal advice.
How Do I Sign Up?
It’s easy! Simply click below to register for the platform and you will get access to the zoom link for the monthly meetings. Once you’ve signed up in the platform, you’ll receive all the details for the upcoming session, plus exclusive access to future events and workshops.
Take advantage of this valuable opportunity to learn, grow, and connect with other fiduciaries in the industry. Don’t miss out—register now to secure your spot and start building the business you’ve always wanted! If you have any questions, feel free to reach out.
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