Client Referrals

News & Analysis as of

Lawyers, It’s Time To Stack The Deck In Your Favor

Do you know anyone like this? They question the need for marketing because they know their clients come from referrals. Their clients tell them regularly that they asked several of their colleagues who they recommend...more

Beware of Nurses Bearing Gifts

Alisia and David blew the whistle on their former employer, Nurses’ Registry & Home Health, for sending gift baskets and ticket events to doctors who referred patients to the home health operation. Their qui tam suit alleged...more

Texas Legislature Reins in Public Adjuster Conduct

Obvious to anyone in the insurance industry, Texas courts are experiencing an explosion of first-party property insurance lawsuits arising from wind and hail related insurance claims. Dozens of lawsuits are filed every day in...more

CMS Releases 2016 Physician Fee Schedule

Major changes to Stark law are ahead, including new exceptions for timeshare arrangements and employment of NPPs. The Centers for Medicare & Medicaid Services (CMS) released a proposed rule on July 8 for the 2016...more

EB-5 ALERT: SEC ORDER AGAINST IREECO FOR ACTING AS AN UNREGISTERED BROKER FOR EB-5 INVESTMENT TRANSACTIONS PROVIDES GUIDANCE FOR...

On June 23, 2015, the Securities and Exchange Commission (“SEC”) announced that it had entered into an Offer of Settlement with Ireeco, LLC and Ireeco Limited, finding that their activities constituted a violation of Section...more

Physicians Face Increased Anti-Kickback Enforcement Focus

It appears that the Office of Inspector General (“OIG”) now has physicians squarely in the crosshairs of one of its most powerful enforcement tools: the Anti-Kickback Statute (“AKS”). The AKS is a criminal statute with...more

Advisors Advantage - June 2015

In This Issue: - For Retirement Plan Providers, It's All About Making A Connection - DOL Comment Period Extended - Supreme Trouble with Tibbles - My Referrals Aren't For Sale And Neither Should...more

My Referrals aren’t for Sale and Neither Should Yours

My word is my bond; at least I try to make it that way. My opinions on which providers are good for plan sponsors aren’t for sale and neither should yours. When I get asked for referrals, I always try to point out at...more

Bill Would Authorize Payments For Commercial Loan Referrals

California State Senator Marty Block has introduced a bill, SB 197, that would authorize a licensed finance lender to compensate an unlicensed person or company in connection with the referral of one or more prospective...more

Just Say No

We hear time and again from clients that lawyers make a dramatically positive impression when they are completely honest about both their strengths and their weaknesses. As one client advised outside counsel in an interview...more

Do You Use Social Media in Your Practice?  [Video]

Will social media help your law practice? How do clients find you? And how do you find referral sources? CEB asked attendees at the 2013 California State Bar Annual Meeting about their use of social media....more

Latest CFPB RESPA Enforcement Action Targets Employee Referrals

Last week, the CFPB announced its latest RESPA enforcement action, adding to one of the CFPB’s most active areas of enforcement. In this case, the CFPB required a New Jersey title company to pay $30,000 for allegedly paying...more

Keep Your Eye On the Ball: Begin 2014 With a Renewed Effort at Compliance

While most of the financial world has been focused on the new CFPB mortgage rules that went into effect on January 10, the Bureau has continued its enforcement activities in other areas. On January 16, 2013, the CFPB...more

Any relationship in the retirement plan business requires trust

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship and any...more

Sorry is the hardest word in this business, but the best word to calm tensions.

I referred work to an accountant I knew for a retirement plan audit. He did a terrible job and there are issues regarding his registration to do the work. Making a lousy referral is even worse than doing poor work of your own...more

The Cardinal Rules for Retirement Plan Providers

I have been an ERISA attorney for 14 years and while I took two retirement plan law courses while I was getting my tax LLM degree at Boston University School of Law, it never prepared me for my career as an ERISA attorney....more

Guest Posting and Legal SEO

Attorneys are always in the networking business; a good referral is worth more than any advertising campaign, and making the right connections can make or break a firm. ...more

Tune Up Sign 3: Low Referral Volume

You rarely receive referrals from peer attorneys or clients. What does this indicate? If true, this indicates the lack of a structured referral management program in the firm and training in how to request...more

The One Simple Secret That Leads to Rainmaking Success

For some time now I have been espousing the power of gifts (giving of your time, doing favors, making connections and sharing your knowledge) as a means to increasing referrals to you. But the key to producing proactive...more

The Best Way to Get Referrals, Part 3

This is the final installment in a three part series outlining an effective way to generate referrals from your network of contacts and clients....more

The Best way to Get Referrals, Part 2

This is the second installment in a three part series outlining an effective way to generate referrals from your network of contacts and clients....more

OIG Calls PODs "Inherently Suspect"

Making its most strongly worded statement to date, the Department of Health and Human Services Office of Inspector General (OIG) issued a Special Fraud Alert on Physician-Owned Entities on March 26, 2013, calling...more

How Do I Get Better Leads?

The answer is simple. You don't go out and get better leads. Better leads come to you because you offer a valuable solution to a prospect's problem. Allow me to explain but first, let's clarify the hierarchy of lead quality....more

Don’t Waste Your Money On Legal Marketing

This is an important public service announcement if you are considering hiring a legal marketing company, agency or service to market your law firm....more

Legal Business Development: Referrals - Connect. Ask. Trust.

Building a network of referral sources isn't easy. In fact it's harder than passing the bar. Why would I say that? Because I see it every day... lawyers, bright and knowledgeable in their practice areas, that have few...more

26 Results
|
View per page
Page: of 2

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest using LinkedIn*

*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.
×