Practice Owners Roundtable · Every other month, 4th Friday

For advisors who run their own shop.

A small, confidential room for business advisors with a practice of 1 to 5 people. It is not a networking group. We learn one practical tool, then we work your real issues.

The Practice Owners Roundtable is hosted by Jeff Jackson of Trueline Strategy in his Clearwater, Florida session room, every other month on the fourth Friday from 8:30 to 10 AM. It's for business advisors who run their own practice: solo, a small firm, or your own book under a bigger brand.

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Ninety minutes

Learn
A short teaching and one practical tool you can use in your own practice right away.
Work it
Then we put the real issues in the room on the table and work them together.
Together
I facilitate, I coach, and I take part too.

I teach from EOS® tools. You don't need to be running on EOS to come.

The spirit of the room

Doing work you love, with people you love, making a real impact, being paid well, and having time for the rest of life. That's hard to build alone.

We show up honest and vulnerable. We keep it confidential. We help first, with no scorekeeping. We teach, we dig into the issues, and we cheer and cry together.

Is it for you?

It depends on the size of your shop.

1 to 5 people: This room. You own your book of business, and finding clients, pricing and delivery sit on your shoulders.
6 to 10 people: ENRG Clearwater is the better room for you.
More than 10 people: The Owner Roundtable is built for you.

Bankers and staff at larger firms aren't a fit for this one.

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