NALI MidWinter Conference 2025
Wendy Murnan
Title: Infrastructure: Run your business – without your business running you!
Description:
Okay, you’ve started your PI business and you have some cases. In fact, you may have too many cases, and you’re starting to feel the pain of doing the work and running a business. And if you’re not careful, your work product will start to slip and you could lose the clients you’ve worked so hard to get. Welcome to the predicament of being “successful”! You already know how to do the work, but where will you learn how to run your business without your business running you?
This course focuses on developing the necessary skills to build a sustainable and profitable business. We will cover some of the following fundamentals to a successful PI enterprise:
- Acquire the mindset of a business owner.
- Identify “the crimp in the hourglass.”
- Determine your objectives and develop your plan.
- Commitment to the plan: What it really takes to make it work.
- Processes and procedures: The “blood flow” of your business.
- Consultants: Leveraging knowledge and expertise.
- Enjoy the process, forget the losses.