New Year Business Planning with Chelsea Pagan

In this episode, Alay and Chelsea discuss:  Starting your new year strong with a plan for your firm. Gathering the right information for your goals. Creating measurable goals to break out of the comfort zone. Building a team for successful business planning. Key Takeaways:  Your new year’s business planning should begin in November or December with information gathering. To create your specific goals, you need to know where you are before you can know where you’re going. Pay a little more to have a capable team, such as a bookkeeper and a CPA, who will take things off your plate and make your life and business easier.  If you follow the trends of your business and have a solid team behind you, it makes it less scary to spend money to earn money. Tweetable Moments: “You’ve got to get comfortable with spending money on good people.” —  Chelsea Pagan “We have a responsibility to ourselves and to our team to build a successful business so everybody can do better.” —  Chelsea Pagan “We want to grow and evolve every single year. There’s never going to be a smooth sailing, chill year with business as usual.” —  Chelsea Pagan “With law firm marketing and law firm growth, those kinds of investments, the payback on it is something that you can pretty much predict, as long as you’re not being totally reckless.” —  Alay Yajnik    Thank you to our Sponsor: Counsel CPAs: https://www.counselcpas.com/     About Chelsea Pagan: A Bay Area native, Chelsea has always been committed to making a difference in the local community. Family law has provided her the avenue to help families in transition, while maintaining civility and focus on issues that truly matter. Chelsea attended Archbishop Mitty High School. Chelsea graduated Cum Laude and received her Bachelor’s Degree from Saint Leo University in St. Leo, Florida, which she attended on a volleyball scholarship. She returned to the Bay Area for law school and graduated with her Juris Doctor Degree from Santa Clara University School of Law in 2015. Fun Fact: She met Emily Hepner in law school! Chelsea is committed to focusing her professional energy on educating people that there are better ways to navigate divorce without the expense and stress of traditional divorce litigation.  She is a constant student; reading books, listening to podcasts, and investing in training focused on how to make the divorce world more amicable for her clients. If you walked up to her and asked her what she is professionally passionate about right now, she would talk your ear off about the importance of premarital planning and premarital agreements. She is a romantic at heart who wants people to have hard conversations before they say “I Do.” In her spare time, Chelsea loves spending time with her husband and daughter.  They are passionate about traveling and trying new things as a family. She loves to challenge herself with tough workouts and is a proud F45 member!   Connect with Chelsea Pagan:  Website: https://www.hepnerpagan.com/  LinkedIn: https://www.linkedin.com/in/marrymesmart/    Connect with Alay Yajnik:  Podcast: http://lawyerbusinessadvantage.com/  One Page Strategic Plan: LawFirmSuccessGroup.com Email: [email protected] LinkedIn: linkedin.com/in/alayyajnik