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Systems that scale: your practice playbook to build a practice you love

Time to change the way you feel about your firm. Rachel shares the exact systems, processes, and working papers that have allowed her to build a practice she loves — one that scales, delivers consistent service, and gives her peace of mind. Rachel will show you how to create your own practice playbook with standard operating procedures, templates, and workflows that take the guesswork out of running a practice. Walk away with a blueprint to transform your firm into a scalable, stress-free business you can be proud of. This is for firm owners who want to feel better about their firm, with or without a team.

Información General

Date:
May 15, 2025
Time:
12:00 pm - 12:40 pm
Session Tags:

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