Getting Results with Dr. Jean

Dr. Jean, The Results Queen® discusses the four pillars of business success: marketing, sales, operations, and finance. Dr. Jean emphasize that marketing should build awareness and engagement with ideal clients, and sales should focus on nurturing leads through the sales funnel. She stresses the importance of branding, hiring a CFO, and having good financial and operational processes. The key message is that business owners should regularly review their performance in these four areas and get help to improve any scoring below 80%.

Key Takeaways:

• Building Awareness: Marketing should build awareness and engagement with ideal clients, not just focus on paid ads.
• Separate Marketing and Sales: Separate marketing and sales functions, with sales focusing on nurturing leads through the sales funnel.
• Personal Branding: Coordinate personal branding of employees under the main firm brand.
• Hire a Fractional CFO: Hire a fractional CFO to help with financial strategy, trends, and running the business.
• Review Performance Quarterly: Review performance in marketing, sales, operations, and finance quarterly and get help for any areas scoring below 80%.

Get more information on: http://gettingresultswithdrjean.com/

Email: [email protected]

Dr. Jean, The Results Queen® and her guests Jeffrey Bast, and Brett Amron discuss the journey of how they started their own law firm together after successful careers in business law. They share how they built their firm through a collaborative culture and by prioritizing client care over profits. They emphasize communication, trust and succession planning as keys to their successful partnership over 15 years, growing the firm to 25 people while maintaining a cohesive team. Brett and Jeffrey share how they have maintained a successful 14-year partnership through open communication and coming at challenges from different perspectives while always intending to do right by each other. They emphasize the importance of trust, respect, and listening to employees. Dr Jean, Brett, and Jeffrey explore succession planning challenges in law firms and encouraging lawyers to develop business skills through self-education to take on leadership roles.

Find Jeff and Brett Here:

Website: https://www.bastamron.com/

The Practice Podcast: https://podcasts.apple.com/us/podcast/the-practice-podcast/id1566884697

Linked In: https://www.linkedin.com/in/jeffreybast-insolvencylitigator/

Dr. Jean, The Results Queen® discusses the importance of taking a "vacuum week" away from work to recharge. Dr. Jean shares that she took a 10-day vacation without checking email or working, spending time with their son. She found it very rejuvenating and it led to increased creativity and productivity after returning to work. Dr. Jean recommends scheduling regular "vacuum weeks" where you fully disconnect from work to improve mental health and performance. She believes these breaks are crucial for maximizing success and encourages listeners to try a digital detox vacation.

Key Takeaways:

• Take Time Away: The importance of taking time away from work to recharge mentally and physically
• Digital Detox: How a digital detox and disconnecting from technology can improve mental health
• Increase Creativity & Productivity: Taking a vacation without any work responsibilities can increase creativity and productivity
• Schedule Regularly: Scheduling regular "vacuum weeks" as part of success habits.
• Prioritizing Quality Time: Spending quality time disconnected with family and loved ones on vacation.

Get more information on: http://gettingresultswithdrjean.com/

Email: [email protected]

Dr. Jean, The Results Queen® discusses the importance of generational wealth and financial planning. Dr. Jean shares how her grandparents came from nothing but were able to leave over $1 million to her family through hard work and financial planning. She emphasizes how generational wealth can provide security for future generations by helping with things like education costs, a down payment on a house, or starting a business. Dr. Jean encourages listeners to consider leaving some form of legacy for their children and grandchildren.

Dr. Jean, The Results Queen® emphasizes the importance of productivity and goal setting in the second quarter of the year. Dr. Jean recommends business owners focus on bottom line revenue over just top line revenue. She suggests prioritizing only 3-5 goals for the next 90 days, as that's how many tasks the brain can handle. Mapping out when goals will be accomplished and measuring weekly progress is advised to stay on track. Dr. Jean believes the second quarter is a great time for new business and marketing if owners properly plan and monitor their top priorities.

Key Takeaways:

• Set Priorities: Set 3-5 priorities to achieve in the second quarter and map out action steps and timelines.
• Measure Progress: Measure progress on your priorities every week.
• Bottom Line Revenue: Focus on increasing bottom line revenue, not just top line revenue.
• Consider EOS: Consider implementing EOS to improve business strategy and operations.
• Scheduling Time: Schedule time in the second quarter for new business development and marketing.

Get more information on: http://gettingresultswithdrjean.com/

Email: [email protected]

Dr. Jean, The Results Queen® discusses the importance of setting priorities and goals for the second quarter of the year after reflecting on the first quarter. Dr. Jean encourages listeners to evaluate what they have accomplished so far and what they need to improve on to be successful for the remainder of the year. She suggests having a "buzzer beating mentality" like in sports, where those who work hard until the last second are often most successful. The key messages are around goal-setting, priority-setting, and proactive planning to maximize business results.

Key Takeaways:

• Reflect on Accomplishments: Reflect on what was accomplished in the first quarter and what needs improvement
• Clear Priorities: Set clear priorities and goals for the next three quarters to have a successful year
• Shift Your Focus: Many service professionals focused on taxes rather than new business in the first quarter
• Measure Weekly: Measure weekly results to track progress towards goals
• Buzzer Beater Mentality: Those with a "buzzer beater mentality" who work hard until the end are often most successful entrepreneurs

Get more information on: http://gettingresultswithdrjean.com/

Email: [email protected]

Dr. Jean, The Results Queen® and Mitch Beinhaker discuss the importance of legal agreements for business partnerships. They share experiences with failed partnerships and emphasize having a comprehensive operating agreement that addresses potential issues like resolving disputes, roles and responsibilities, withdrawal, death, and disability. Dr. Jean & Mitch stress revisiting agreements annually and including governance reviews in strategic planning to avoid costly legal battles down the road. They also discuss challenges of transferring family businesses to the next generation and tax planning strategies for minimizing business owner taxes through non-qualified plans.

Find Mitch Here:

Website: https://beinhakerlaw.com/

Mitch's Website: https://mitchbeinhaker.com/

Linked In: https://www.linkedin.com/in/beinhakerlaw/

Get his book 10 Ways to Get Sued by Anyone and Everyone

Dr. Jean, The Results Queen® discusses time management and why things often take longer than expected. Dr. Jean recommends conducting a time audit to understand your productive hours and schedule accordingly. She emphasizes patience and that everything happens in its own time. The importance of time tracking and being present in "flow state" for productivity is discussed. Dr. Jean shares that there is always enough time if used wisely, and not to view things as taking too long since they will happen at the right time for each person.

Key Takeaways:

• TIme Audit: Conduct a time audit to understand your natural rhythms and most productive hours.
• Intentional Scheduling: Schedule important meetings and tasks during your peak hours as identified in the audit..
• TIme Tracking: Start tracking your time to improve focus and productivity.
• Patience and Trust: Have patience and trust that everything will happen in its own time.
• Maximize Your Time: Make the most of each moment by being fully present and avoiding procrastination.

Get more information on: http://gettingresultswithdrjean.com/

Email: [email protected]

Dr. Jean, The Results Queen® and Howard Matalon discuss career development and entrepreneurship. Howard talks about his law firm and startup NAV, which uses reverse AI and coaching to help executives assess their career fit and growth potential. They discuss the importance of continuous self-improvement, understanding one's value, navigating career changes, and finding fulfillment rather than just staying in a comfortable job. You are encouraged to evaluate your own career and take control of your development.

Key Takeaways:

• Career Assessment Tools: Employees should regularly assess their career fit and trajectory using tools like NAV's scoring system.
• Market Value Awareness: Understanding one's true value in the job market is important for salary negotiations and career moves.
• Career Ownership: Employer-employee relationships are transactional, not social, so individuals must take ownership of their careers.
• Lifelong Learning: Continuous learning and growth are needed to maximize opportunities and find fulfillment over a lifetime career.
• Embracing Challenges: Taking risks and embracing new challenges may be necessary to "let go of the good to grab the great."

You can find Howard here:

Website: www.navscoring.com

Dr. Jean, The Results Queen® discusses networking and finding new clients through referrals. She emphasizes the importance of reciprocity in networking, where both parties exchange value by referring clients to each other. Dr. Jean emphasizes the need for professionals like accountants to feel confident recommending trusted colleagues to clients, which can strengthen both client relationships and referral partnerships.

Key Takeaways:

• Importance of Networking: Networking and finding new clients through referrals is important for business growth.
• Reciprocity Principle: The principle of reciprocity is important in networking - exchanging value by referring clients to trusted partners.
• Frustration with One-Way Referrals: Some people are happy to accept referrals but not provide referrals in return, frustrating referral partners.
• Having Referral Confidence: Professionals like accountants should feel comfortable providing referrals to vetted colleagues to build strong client relationships.
• Overcoming Referral Fears: Overcoming fears about referrals not working out can help more people become effective referral partners.