Client Development: Video, Workbook and Group Telephone Coaching Program


For several years individual lawyers and small to medium sized law firms have contacted me to ask about client development coaching. I have wanted to create a program that would come as close as possible to the law firm group and individual coaching I do for firms in the United States and Canada.

To meet the needs of lawyers whose firms do not have a client development coaching program, I created a video coaching program with a detailed workbook. I added group telephone coaching to make the program as close as possible to what I do with in person coaching.

We shot the video, created the workbook and beta tested it with several lawyers. Dallas lawyer, Shawn Tuma watched the video, did the exercises and participated in a group coaching session. I asked Shawn to share his experience with you.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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