In building and runnng an independent private practice or small business, there are many items that need to be monitored closely and should be reviewed periodically. Year-end is a traditional time do this, and this week's Letter is a "Top Ten" of items to review as the year draws to a close, or whenever you decide to pause, reflect, take stock and re-assess.
1. Review your client statistics: How many clients did you have? On average, how long did they stay? How did they describe their problem? What did they need or want from you? Does tracking by gender, age, or other criteria, provide insight about your business?
2. Review your referral sources: How do clients find you? Do you have a solid mix of referral sources? Too few sources makes your business dependent on them, while too many sources is inefficient. Who refers the most desirable clients? Who refers the least desirable?
3. Review your outcome statistics: How many clients had successful outcomes? How many had unsuccessful outcomes, and why? How many left before you thought they should, and why? Which clients are you most effective with? Which do you enjoy the most?
4. Review your income, month by month: Look for patterns or relationships with marketing efforts or community events that may impact your business. Does your business go up when school starts or after holidays? Can you capitalize on any of these cyclical patterns?
5. Review environmental changes: Has the community's awareness of your skills or services been impacted by someone else's marketing, by news stories or controversy this year? Has your neighborhood changed? Have circumstances made your office more or less visible? Are other professionals moving into, or out of, your neighborhood?
6. Review office policies and procedures: Do any of your forms, brochures, or signs need to be up-dated? Is it time to add color and graphics? Can office procedures be streamlined, computerized or contracted out for better productivity?
7. Review your insurance coverage, lease agreements, partnerships and other documents that impact your business. Is this the year to incorporate? Consult a professional about making appropriate changes, and meet with your accountant for a year-end review and tax planning.
8. Review every aspect of your professional status: Review your CE requirements, renew your license(s), pay dues to your professional organizations, and be sure your liability insurance coverage is adequate and current.
9. Identify and study the 3 biggest mistakes you made relative to finances, business and marketing this year. What did you do, or not do? What did you learn? What steps can you take so that particular mistake or set of circumstances never holds you back again?
10. Be sure to acknowledge and thank everyone who has contributed to your success this year, including referral sources, advisors, colleagues, and especially your clients. Send holiday greetings, thank you notes, and where it's appropriate, send a gift or token of appreciation.
Have a great week! The holidays can be a time of stress - please accept our best wishes that this year it be a time for peace, joy, and goodwill toward all!
Prime minister tells of delight at pregnancy but rejects trailblazer label
Having found herself in the midst of tough coalition negotiations after a closely fought election, Jacinda Ardern was facing far more than her political colleagues could have guessed.
Six days before becoming New Zealandâs prime minister-elect, the Labour leader discovered she was pregnant, but was desperate to keep it, and the accompanying morning sickness, a secret during the post-election maelstrom.
Private investigator tells House panel Farage gave thumb drive to Assange, who officials view as a conduit for the Russian government
Nigel Farage may have given Julian Assange a thumb drive of data and was possibly a more frequent visitor than was publicly known to the Ecuadorian embassy where the WikiLeaks founder lives, according to testimony given to US congressional inquiry into the Trump campaignâs alleged ties to the Kremlin.
Bombardment risks inflaming relations with US, which has allied with Kurds against Isis
The Syrian Kurdish YPG militia has said Turkish forces have fired about 70 shells at Kurdish villages in the Afrin region of north-western Syria, as Ankara said its threatened military assault was âde factoâ under way.
The bombardment from Turkish territory began at around midnight and continued into Friday morning. Turkey considers the Syrian Kurdish militia as an extension of Kurdish rebels fighting Turkey and has vowed to attack their Afrin enclave, massing troops and tanks on its border for several days.
When Ella and her cousin reached a refugee camp in Sudan, it seemed to herald safety. Instead, it was the start of an all too familiar ordeal
It was right at the moment Ella thought she was safe that she was kidnapped.
The 17-year-old had just entered eastern Sudanâs Wad Sherife refugee camp with her teenage cousin. The girls had been walking for days, in a desperate bid to escape compulsory, indefinite military service in their birth country Eritrea, which begins as soon as school ends.
Trump Towers project in India lures investors with chance of meeting US presidentâs son
The developers behind a Trump Towers project near Delhi are offering to fly the first 100 investors in the property to the US to meet Donald Trump Jr, the US presidentâs eldest son.
The promotional materials for the project â the fifth in India to take the Trump name â claim the address in the Indian capital is âso powerful, a letter would reach you from any part of the worldâ.
Pontiff on allegedly complicit bishop: âItâs all calumny. Is that clear?â
Comments undermine churchâs already shaky reputation in Chile
Pope Francis has accused victims of Chileâs most notorious paedophile of slander, in an astonishing end to a visit meant to help heal the wounds of a sex abuse scandal that has cost the Catholic church its credibility in the country.
Francis said that until he sees proof that Bishop Juan Barros was complicit in covering up the sex crimes of the Rev Fernando Karadima, such accusations against Barros are âall calumnyâ.
Brussels had less than 11 hours of sun last month, while Lille has had less than three in January
Sunshine is in short supply across a swathe of north-west Europe, shrouded in heavy cloud from a seemingly never-ending series of low pressure systems since late November and suffering one of its darkest winters since records began.
If you live in Brussels, 10 hours and 31 minutes was your lot for the entire month of December. The all but benighted inhabitants of Lille in France got just two hours, 42 minutes through the first half of January.
Critics say changes to judicial system and proposed decriminalisation of some corruption offences mean separation of powers is âfinishedâ
Romania is taking the biggest step backwards on the rule of law since it joined the European Union, a former justice minister has warned before what could be the biggest street protests in a year this weekend in Bucharest.
Monica Macovei, who was an architect of Romaniaâs anti-corruption policy when she was justice minister from 2004-07, said changes introduced to bring the country into the EU were being dismantled.
Here is some comment from journalists on the press conference.
From Politico Europeâs Charlie Cooper
Macron punchier than might have been expected on Brexit. If UK wants financial services access, "be my guest" but needs to pay into budget and accept free movement. ie. Norway
Macron telling the PM to âBe My Guestâ in English over access to financial services was the headline of that press conference - publicly reflects exasperation but acceptance from Europe that UK actively wants to give away trade advantages in the biggest market of biggest industry
Very interesting answer from Macron on financial services post Brexit. Says he does not want to exclude any sector of the economy from the trade deal, but the access to the single market would be lower than at present. So, broad but shallow access.
PM @theresa_may acknowledges 'we will no longer be full members of the single market' after Brexit. The word to focus on in terms of UK Phase 2 talks thinking is 'full'
Theresa May often returns to Lancaster House whenever she is asked or hears something she doesn't like on brexit. Like Macron's answer on the single market. It's her tell.
Macron can tell the Germans that German banks won't get easy access to London. Good luck with that!
Macron is so bloody French... 72 hours of charm, trolling Britain with a tapestry, and then tipping into threats and arrogance
Going Vertical, portraying Soviet victory at 1972 Olympics, is Russiaâs highest-grossing movie
A film about an Olympic basketball showdown between the Soviet Union and the US has broken records in Russia, at a time when the countryâs sports are mired in a doping scandal and relations with Washington are at a low point.
Going Vertical shows Soviet players claiming victory over the US in the final of the 1972 Munich Games, but skirts around the fact that the Americans never accepted defeat because of allegations of incorrect refereeing.
Hundreds queued for todayâs release â with the âŹ180 shoes doubling as âŹ700+ transport tickets, it wasnât just the usual sneakerheads
Outside Overkill, a hip shoe store in Berlinâs Kreuzberg district, breakfast is being served: MettbrĂ¶tchen, minced raw pork on a bread roll. âThis isnât a hipster breakfast,â explains Julian Kalitta of Overkill. âIt is typical old-school Berlin â something you can imagine one of the cityâs tram drivers eating before work.â
Itâs a fitting treat for the hundreds of people who have camped out in the snow, some since Saturday, waiting for the limited release of 500 pairs of the new EQT Support 93/Berlin shoe â an unlikely collaboration between Adidas and BVG, the cityâs transport company.
The Trump name is being scrubbed off skylines from New York to Toronto to Rio as the brand backfires
It takes all of 30 seconds for the doorman at Trump Place to kick me out of the building. âMaâam, you need to leave,â he says, when I tell him I am a journalist. Then he practically shoves me out the marble lobby, back through the revolving doors .
Tensions are high at Trump Place, 200 Riverside Boulevard. The luxury condominium complex on New Yorkâs Upper West Side is currently embroiled in an increasingly contentious legal battle with the Trump family. Like many of the towers bearing the Trump brand, 200 Riverside Boulevard isnât actually owned by the Trumps; it simply licenses the name, which is plastered on the building in big brass letters. And now many residents donât want it any more.
Amid the carnage of the civil war, Aden is the only major city in Yemen looking open for business â but it still has a long way to go
With Yemeni president Abd-rabbu Mansour Hadi still in Saudi Arabia, the return of prime minister Ahmed Obeid bin Daghr to the port of Aden at the end of December underlined the interim capitalâs importance. Amid the carnage of the Yemeni civil war and with the former capital, Sanaâa, under Houthi control, Aden is the only major city looking remotely open for international business.
President Hadiâs hometown was one of the few ports to be reopened at the end of last year after the Saudi-led coalition opted to starve out the northern rebels. Now Aden must work out how to recover from ruinous damage sustained during the 2015 offensive, in which the Houthis came within a whisker of seizing the city.
When a quake devastated Sicily in 1968, a bold plan was hatched â to build entirely new towns and move the inhabitants. But what looked futuristic on paper would herald a new decay
Fifty years ago, the ground began to shake in Poggioreale, an ancient village in the BelĂŹce Valley of south-west Sicily.
Calogero Petralia was eating spaghetti with his family, just as he did every Sunday lunch. By the time the initial earthquake and the aftershocks that night had quietened, the house where Petralia was born and raised was gone. It was 15 January 1968 and he was 18 years old. âMy heart remained in that room,â he says.
Peter Morrison sentenced to seven years for killing man on M6 after texting behind wheel
A football agent who sent a string of text messages before losing control of his car and killing a highways worker has been jailed for seven years.
Peter Morrison, 37, was driving his Mercedes ML350 4x4 on the M6 near Tebay in Cumbria, on 21 February 2016, when he hit and killed Adam Gibb, 51, and left his colleague, Paul Holroyd, now 53, paralysed from the chest down.
Donald Trump used a speech to anti-abortion activists to describe plans to give âconscience protectionsâ to medical providers who refuse to perform abortions for moral or religious reasons. Trump, formerly a supporter of a womanâs right to choose, has become the first sitting president to address the annual March for Life in Washington.
Pontiff addresses representatives of 400 indigenous groups in Peru
Amazon is âcultural reserveâ threatened by new types of colonialism
Pope Francis has warned that the Amazonâs indigenous people have ânever been so threatened in their territories as they are nowâ and demanded an end to the relentless exploitation of the regionâs timber, gas and gold.
Addressing an indigenous audience in Peruâs jungle city of Puerto Maldonado, the pope expanded on the environmental message of his 2015 encyclical, taking aim at the multiple threats faced by the Amazon rainforest and telling its indigenous inhabitants they were a âcall to conscience for a way of life which could not measure its own costsâ.
Thereâs nothing illegal about the US groupâs contract with Adecco but the growing trend is giving unions cause for concern
Amazon is recruiting in Australia. The job ads in Sydney and Melbourne show it is looking for skills such as IT and engineering support, sales and account management and âsolutions architectsâ.
But there arenât any warehouse or distribution jobs listed in Amazonâs Dandenong South fulfilment centre, even though the global internet retail giant launched its Australian operations in December.
Human Rights Watch report accuses western politicians of driving global misrule by feeding off public fear and discontent
Rising intolerance in many western countries has created an âopen field for murderous leadersâ around the world, a leading human rights group has warned.
In an annual report assessing more than 90 nations, Human Rights Watch warned of a âfrontal assault on the values of inclusivity, tolerance, and respectâ across states that have previously championed rights.
Silvana Beqiraj left rural Albania for France, only to be found dead in a canal four years later. Now her family want answers
On a bright autumn day in September 2014, the body of a woman was hauled from the Lunel canal, a stretch of water that crosses a flat, marshy area of Montpellier. French police at first assumed she had drowned. There were no signs of injury, but her nakedness was a cause for concern.
The body was that of Silvana Beqiraj, an Albanian. Silvana was originally from NdĂ«rmenas, a village in the district of Fier, an industrial town 100km from the Albanian capital, Tirana. A divorced mother of two, she had migrated to France four years earlier, leaving her young children with her parents. Another Albanian woman, Bukurie Elmazi, also from Fier, had moved to France with Silvana in 2011, having persuaded her to migrate for âbetter opportunitiesâ, according to Silvanaâs family. Elmazi identified the body.
Refugee-turned-Olympian Yiech Pur Biel is on a mission to give displaced kids a sporting chance
Being a refugee, says Olympic runner Yiech Pur Biel, doesnât mean you are nothing. Biel, a survivor of the Sudanese civil war who ran at the Games in Rio, is now leading a drive to improve sports facilities in refugee camps around the world and raise Olympic aspirations.
Biel was 10 when his familyâs grass house in Sudan was burned to the ground. Left to fend for himself in the bush, he survived on fruit and leaves before finally reaching a refugee camp in Kenya, where he learned how to run competitively.
Sudanese refugees in northern Chad are risking their lives to mine the precious ore in a desperate bid to secure a new life in Europe
Refugees from the troubled Sudanese region of Darfur, who are living in camps in neighbouring Chad, are being drawn into an African gold rush in a desperate effort to pay smugglers to get them to Europe.
Digging in holes 50m deep, Sudanese refugees are risking their lives in an area not only littered with landmines but also beset by violence, which claimed at least 25 lives last year.
Bayeux tapestry loan is latest example of use of symbolism to raise Franceâs global profile
Ever since the Norman era, the fine art of the meaningful gift has been at the heart of statecraft.
Historically, they have ranged from a menagerie of exotic animals to fabulous jewels, but Emmanuel Macron â by first offering the Chinese a horse called Vesuvius, and now offering the British the loan of the Bayeux tapestry â has revealed himself this month as the modern master of the diplomatic gesture.
Macronâs loan isnât some âGallic jokeâ about the last time we were invaded; itâs a portrait of how intimately linked we are to the continent
As a British-born, adopted Norman, I am delighted that the Bayeux tapestry may be going on a short holiday to Britain after 952 years. The tapestry (actually an embroidery) is a remarkable and remarkably modern piece of art. It is often described as the âfirst strip cartoonâ and the âfirst movie storyboardâ. Less frequently observed is the fact that it preceded television 24-hour news channels by nine centuries in its neat use of scroll bars to provide extra information above and below the main action.
Bombshell ruling commands Republican-led state to draw electoral maps fair to Democratic voters and fuels expectations highest court will set new standard
The last time North Carolina Republicans redrew the stateâs 13 congressional districts, they made absolutely no secret of their ambition to rig the system and lock in a 10-3 balance in their favour â regardless of whether they or the Democrats won a majority of the votes in future elections.
âI think electing Republicans is better than electing Democrats,â bragged the chair of the redistricting committee in the state general assembly, David Lewis. âSo I drew this map to help foster what I think is better for the country.â
Jacinda Ardern, the prime minister of New Zealand, has announced she is pregnant. The last time an elected world leader was pregnant in office was in 1990 when Pakistan's prime minister, Benazir Bhutto, had her daughter Bakhtwar
Vladimir Putin has joined millions of Orthodox believers by plunging bare-chested into icy waters in a Russian tradition to mark the Epiphany. Surrounded by priests and glittering religious icons, and braving subzero temperatures, the president lowered himself into Lake Seliger, 220 miles (350km) north-west of Moscow. It is the first time the 65-year-old, who has often posed topless on wilderness expeditions, has taken part publicly in the ritual
Boris Johnson has proposed a 22-mile link across the Channel â a distance which sounds impressive, but which is exceeded by many existing bridges. We look at some of the longest and most spectacular around the world
Pope Francis ordered his popemobile to stop on after a mounted Chilean policewoman was thrown off her frightened horse, which had reared up as the pontiff passed by. Francis stepped from his vehicle and waited several minutes on the pavement, at times talking to the woman, until an ambulance arrived to take her away. Officials say she was not seriously injured.
Pope Francis married two members of cabin crew in a wedding on a flight taking the pontiff and his entourage between two Chilean cities. Paula Podest, 39, and Carlos Ciuffardi, 41, had been married in a civil service but their planned religious ceremony was scotched when an earthquake in 2010 almost destroyed their parish church in the Chilean capital, Santiago.
RELATED ARTICLESTen Ways to Manage a Rapidly Growing Business
While some new business owners face the issue of not enough customers, others face the issue of too many customers/clients. Both are serious issues and must be dealt with carefully.
7 Secrets to Writing Inventory Procedures
What would You do with $1,000,000With $1 Million would you:? Pay off debt?? Purchase new equipment?? Invest/save for the future?? Give yourself a bonus?$1,000,000 Waiting in the WingsWhat do you and your business need that you have been putting off because you don't have the money today? $1,000,000 certainly would fill those needs. But where do you find $1,000,000 just lying around your business right now? Well, you probably have $250,000 in each of four areas in your everyday business, and you don't even realize it.
The Top Ten Ways to Attract Buyers, Not Just Visitors to your Web Site
Have you put a lot of effort, time, and money into your site and are frustrated with low sales?
If you are like many professionals out there, you know your subject; you are excellent at your craft. You have a great service and maybe a great product to sell.
Top Ten Ways to Manage Interruptions
So many people I worked with said they got more work done at home than in the office. That was because there were so many interruptions in the office.
Never Sell Again: Get Repeat Business and Avoid the Need to Prospect
If you're a business owner, you know that repeat business
is critical to your success. It also makes your life much
easier because you can count on ongoing business without
having to continuously find new prospects and convince them
to hire you.
5 Tips to Manage and Organize E-Mail
How do you focus on your urgent e-mail and organize the rest for your review? Think about how you handle your paper mail. You probably sort your paper mail quickly before you read it to figure out what to look at first, what to read later, and what to throw away.
#1 Key To Select Right Business Partner
Having business partner or planning to start a business with partnership is a always a win-loose factor. Know one knows the partners inner instinct to deal business in several different circumstances and this is why we see the n number of broken partnerships.
The Benefits Of Helping An Online Business Newbie
Do your remember when you first ventured out in the online business world? You probably had questions and problems along the way. Wouldn't it have been easier if you had help? When a newbie asks for your advice, educate them; answer their questions and help them solve their online business problems.
Learn to Improve Sales - 10 Ways to Get More Business Starting Today
You need sales and you wanted them yesterday. Here are ten ideas to start those sales pouring in.
Top Ten Ways to Develop New Success Habits
1. Make a clear, specific commitment to what you want.
7 Steps Toward a Better Website
Creating a website is one thing, making it better is another. Matt shares 7 steps to help you gain a better website.
7 Tips for Home Business Start-up Success
1) Prepare a realistic business plan.Think of this as your business road map.
How To Take Daily Big Rock Actions To Jumpstart Your Business Into Massive Momentum
Do you know exactly what actions you need to do today to be on track to reaching your big, long-term goals?Do you know which actions should be done first to make today a success?If not, don't worry about it right now. By the end of this article, you will have the tools and techniques you need to answer a confident YES to both these questions.
Top Ten Reasons to Write a Sales Letter for Each Product? - Part 2
Authors/publishers are great at getting their books written. Entrepreneurs know their products.
Top Ten Tips When Business is Slow
How's your business going to keep growing with the holidays just around the corner? What can you do when most people don't want to spend money now?If you are concerned the cash flow won't flow and you won't have enough income for the next months, check out these ten tips:1. Create written copy to email your subscribers and other email lists.
How To Use The Power Of Focus To Build Massive Momentum In Your Business
Getting focused on what you want to achieve and creating an action plan for making it happen are critical skills for you to master.As bestselling author Napolean Hill once said, "Every well-built house started with a definite plan in the form of blueprints.
The Warning signs of Online Fraud and How To Avoid It
The number may seem grim for Web-based commerce. In 2004 in the Unites States alone, computer users logged in more than 207,000 Internet fraud reports to the U.
The Hidden Power Of Understanding: A Secret To Building Massive Momentum In Your Business
You're busy with your business today, aren't you?You're pushing your mind and body to the limit just about everyday to handle all the activities that need to be done. But something's missing.
7 Things You Can Do To Weather The Lows Of A Business Cycle
Hey, as hard as this may be for you to swallow, business online
is no different than a business on Main Street in your home town
or city. We have good times and we have slow times.
10 High-Impact Viral Marketing Strategies
Viral Marketing is allowing people to giveaway and
use your f.ree product or service in order to multiply
your marketing quickly over the internet.