If you’ve seen Geni speak at conferences, you know she’s on a mission to help practitioners to have better lives and serve their clients in more meaningful ways.  Especially with the past year in mind, it's time to rediscover your passion and learn how to change the game forever in a positive way. You’ll approach each day knowing you are making a huge difference for your clients and the best part is that you’ll be having fun doing it!

In this session, Geni Whitehouse will show you how to get started on changing your practice for the better. She will share what it means to change the way you work going forward, leverage tools that can help you better serve your clients and make an impression, and give you ideas for each phase of your client interaction that help to raise your value. 

She will also briefly introduce a game-changing tool that has helped thousands of practitioners to quickly and affordably change the way that staff and clients interact so that everyone is happier and work can flow more smoothly.

You will learn from Geni’s experience in working with wineries in Napa Valley – not just theory. Participants will leave with an actionable list to support their new goals.

Learning Objectives:

• Identify the mindshift that will support you in making an impact for your clients


• Identify the connection between how you ask your clients to work with your firm, and the results you get


• Determine how today’s technology supports a better client experience AND a better experience for staff


• List actionable items that support your new goals