Proven Strategies Measurable Results

November 2018 Events

November 7-9
Aria Resort & Casino
Las Vegas, NV


EVENT PRICING

Single day pricing per firm:
1st attendee — $1,250
2nd attendee — $1,000
Each additional attendee — $850/each

Up to an additional 10% discount will apply for multi-day attendance.
For additional questions, please email us.


Highlighted Topics


Defining & Cultivating Leadership, Management, & Culture

Wednesday, November 7, 2018

  • Setting the Journey – Leadership vs. Management
  • Communication Breakdown and Collaboration
  • Different Personalities Getting on the Same Page
  • Building Thriving Teams from On-Board to Daily Culture
  • Roundtable Q & A

The COO – Role & Responsibilities


Thursday, November 8, 2018

  • Getting Clarity with Your Role
  • How Successful Firms Utilize the COO
  • Getting to Know Your Team
  • Holding Teams Accountable
  • Building Teams from On-Board to Culture
  • Monthly Management Meetings
  • Roundtable Q & A

Intake Bootcamp



Friday, November 9, 2018

  • Intake Terminology
  • Intake Questionnaire
  • Quality Control for Your Intake Team
  • Chase Calls Protocol
  • Intake Forms, Reports, & Dashboards
  • Intake Director Role & Responsibilities
  • Chats, Walk-ins, & Other Types of Intakes
  • Recording & Auditing Calls
  • Techniques to Convert Potentials into Clients
  • Roundtable Q & A
John Michael Bailey
"From operations to accounting, from marketing to income production, the team at Vista has done it all and seen it all. They bring all of the experience and commitment to excellence to bear and work with you to achieve the results that you have dreamed of, but been unable to reach. I know it works, I am living it."
- John Michael Bailey
Kenny Harrell
“The Joye Law Firm would whole-heartedly recommend Vista Consulting’s services. It’s been nearly two years since Vista did the initial needs assessment at our firm, followed by several weeks of ‘boots on the ground’ work. With the benefit of hindsight, I can easily say that improvements we’ve made as the result of their services have easily more than paid for the costs of the same (and that was probably true a few months in.) This is true based on improvements in our case management efficiency and especially in regard to better intake procedures. Our average new cases per month have increased 50%, and this is due in large part on our doing a better job of following up on potential new clients.”
- Kenny Harrell / Managing Partner
Jerry Parker
"Vista has been a consultant to our firm for almost 2 years. One of the best business decisions I made was to retain Vista. They know plaintiff personal injury firms A-Z. And that's how they analyze your firm, its efficiencies (or lack thereof or worse), office design/flow, reception procedures, telephone procedures, equipment of all types, etc. If you think your office is running at the top of its game and you don't need them, you're probably wrong. I can't imagine Vista not being able to improve even the best run firms. The payback from what they do is likely to be realized within the 1st 3-6 months."
- Jerry Parker