Let Clients Set the Agenda for Your Next Retreat

Written By Matthew Homann

So you're working on the agenda for your firm's next retreat?  You've got the standard bases covered:

  • Message from the Chairperson?  Check.

  • Firm financials?  Check.

  • Important legal decisions?  Check.

  • Practice-group breakouts?  Check.

  • Rainmaking training?

  • Golf?  Check.

  • Client concerns?  Huh?

You've asked your clients what they'd like you to talk about, haven't you? 

You should. 

And I'm not just talking about mastering their new billing requirements.  I'm suggesting you should poll your most important clients and ask them what they'd like you to cover at your next retreat. 

You might be surprised at what they'd like you to learn -- and they'll be surprised you cared enough to do so.

Matthew Homann
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