Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Yearly Self Assessment - Key to Business Growth

1 Apr 2025 · 0 min

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In this brief monologue, the speaker explains their habit of reviewing their elevator speech each year and using it as a reference when working on the budget. They then assess the current state of their business, asking what needs improvement and what opportunities exist. The speaker also outlines their forward‑looking planning, specifically targeting attendance at next year’s Clio conference, which they have never attended before. The overall message emphasizes regular self‑assessment, aligning personal messaging with financial planning, and proactive professional development through conference participation.

I like to look at my elevator speech every year and review it. Yeah. And pull that down when I'm working on the budget and then look at the business and say, what do I need to improve on? What, where could I go? Where could I go? What could I do? And start planning for next year's conference. Like, I've never been to a Clio conference. It's time for me to go. Oh yeah. You know? Yeah, yeah. That sort of thing. They all serve a different purpose.