173: Annual Business Plan Workshop: Build Your 2026 Business Plan Now with Jay Berkowitz and Ivy Slater

Strategic planning becomes real when you begin the year with clarity, confidence, and a written roadmap you can follow. In this workshop, Ivy Slater and I  share how to start the year with a powerful plan for marketing, sales, finance, and team development. Together, we break down how law firms can turn big annual goals into quarterly rocks, weekly scorecards, and daily actions that keep priorities alive. By the end, you’ll see how to enter the new year with direction, measure what matters, and build a firm that grows with intention instead of reaction.Key Topics00:04:29 – Learn how to pause at year-end to evaluate what worked, what didn’t, and where untapped revenue is hiding.00:12:08 – See why written goals create stronger momentum for the new year and how they shape your entire plan.00:14:08 – Understand how to enter the year with a balanced plan across finance, marketing, sales, and team.00:18:08 – Follow a simple approach to building a budget that supports your new-year investment decisions.00:28:08 – Learn how to reverse-engineer annual revenue targets into leads, conversions, and signed cases.00:35:08 – Discover how mapping a 12-month marketing calendar reduces guesswork and improves consistency.00:37:43 – Hear how to choose meaningful quarterly rocks that set up Q1 and the rest of the year for success.00:44:42 – Learn how structured weekly check-ins keep your plan on track as the year progresses.00:50:26 – See how a simple scorecard helps you monitor performance week after week throughout the year.01:00:24 – Explore real examples of firms that used strategic planning to grow, scale, or prepare for long-term exit.01:07:10 – Learn how aligning your team around the upcoming year’s goals strengthens clarity, commitment, and daily execution.01:11:52 – See how reviewing last year’s wins and challenges helps refine your 2026 strategy and choose smarter priorities for the months ahead.Resources MentionedDownload our FREE 2026 Law Firm Plan Worksheet and Workbook - https://www.tengoldenrules.com/2026-plan/ Get your Tickets for TGR Live! 2026 on March 16 & 17, 2026 in Delray Beach - https://www.tengoldenrules.com/tgrlive BooksFrom the Barre to the Boardroom: Choreographing Business Success Through Authentic Relationships – Ivy Slater - https://a.co/d/ddJqjF7 Best of the Best: Lead Boldly, Scale Rapidly, Create Your Legacy – Ivy Slater - https://a.co/d/dGFmxG0 Think and Grow Rich – Napoleon Hill - https://a.co/d/9HGw3IO Traction: Get a Grip on Your Business – Gino Wickman - https://a.co/d/2ESaTXI Mastering the Rockefeller Habits: What You Must Do to Increase the Value of Your Growing Firm – Verne Harnish - https://a.co/d/49PCfIW Scaling Up: How a Few Companies Make It and Why the Rest Do not – Verne Harnish - https://a.co/d/09OA3pa The Great Game of Business: The Only Sensible Way to Run a Company – Jack Stack, Bo Burlingham - https://a.co/d/gDvkp3c Generating Business Referrals Without Asking: A Simple Five-Step Plan to a Referral Explosion – Stacey Brown Randall - https://a.co/d/1RP3Up0 Tech/SoftwareSmartAdvocate – Legal case management - https://www.smartadvocate.com/Lead Docket – Intake and lead tracking -  https://www.leaddocket.com/Ninety (90.io) – EOS software for scorecards, rocks, accountability - https://www.ninety.io/EOS Worldwide – Tools and resources for implementing EOS -  https://www.eosworldwide.com/About our Guest:Ivy Slater is the CEO of Slater Success, where she advises C-suite executives and senior managers on strategic sales growth and team performance. With over 25 years of experience, Ivy helps B2B and high-end B2C organizations improve relationship-driven sales, often boosting results by up to 40% in six months or less.A former owner of a seven-figure printing company in NYC, Ivy now works with leaders to revitalize sales strategies, build team synergy, and exceed revenue goals. She’s a sought-after speaker, host of the Her Success Story podcast, and bestselling author of Conquering Your Fear of Money and From the Barre to the Boardroom.Her relationship-first approach empowers organizations to align teams, clarify objectives, and drive sustainable success.https://slatersuccess.comm/ About Jay Berkowitz:Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules,  a digital marketing agency specialized in working with attorneys.Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon.  He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.Connect with Ten Golden RulesSubscribe to Ten Golden Rules on YouTubeCheck out our webinars on TenGoldenRules.comConnect with Ten Golden Rules on LinkedInFollow Ten Golden Rules on FacebookConnect with Jay Berkowitz on LinkedInThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. 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