Client Services

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Valentine’s Day Every Day

More likely than not, you gave or received a valentine this weekend. It may have been wildly extravagant or the simplest of gestures, but regardless you made or were made to feel special, cared about, valued and loved....more

Why Are So Many Lawyers Broke? (Part 2 — Differentiate Yourself)

Let’s be clear… Competing on price is NOT a strategy for the long-term success of your law practice. It diminishes your value in your client’s eyes, not to mention your self-worth, which will eat you alive over...more

When you get fired, there maybe a bigger story out there

When I used to date in school, I would get some crazy breakup lines that I knew had nothing to do with reality. “The maybe it’s fate we won’t be together” or “you’d make a great husband” lines are something that were just...more

Advisors Advantage - February 2015

In This Issue: - Marketing and Management Tips For Retirement Plan Providers - There is a price to pay for being outspoken - Never give into disillusionment - Tread Carefully with Plan Provider...more

The Early Days of Legal Analytics

There is an interesting story in Forbes on Lex Machina, a legal start-up that provides analytics for use in patent litigation. See Dan Fisher, Stanford-Bred Startup Uses Moneyball Stats to Handicap Judges, Forbes, Feb. 2,...more

Channeling Jimmy Fallon into my Law Practice

When I asked my daughter what she wanted for her sixteenth birthday, she responded, “to see Jimmy Fallon on The Tonight Show live.” How hard could it be to make that wish come true? Short answer: very. ...more

A Mediator’s Pleas(e)

As counsel, you have represented clients in hundreds of mediations. You have taken courses in the art (it certainly is not science) of mediation. Perhaps you even have served as a mediator. In your role as an advocate, you...more

Never give into disillusionment

If you start a retirement plan practice, it can be frustrating. Like I always say about thing in my life, “If it wasn’t a struggle, it wasn’t any fun”. Building a retirement plan practice isn’t easy because a stash of clients...more

Marketing and Management Tips For Retirement Plan Providers

I have been very lucky in my career. It has nothing to do with intelligence or good looks or being pushed by the right people. I‘ve been lucky because I’ve been able to reinvent myself and some- times turn lemons into...more

The Power of Listening

Great lawyers—the ones who have the highest client loyalty, extraordinary business acumen and an innate understanding of what it truly means to be successful—all share one common trait: They listen....more

The Secrets to Building a Good Relationship with Your Lawyer

Although most people don’t want to use lawyers, most will need one at some point. To improve your overall experience, follow these important rules for building a solid client-attorney relationship... Originally...more

Everything you need to know to be a great trial lawyer – in 1.5 minutes

You can learn everything you need to know to be a great trial lawyer in 1.5 minutes. Just watch my favorite ad from the most recent Christmas season. It has no list of product features, and no sales pitch at all – it just...more

6 Steps to Turning Clients into Raving Fans (Who Refer You to Everyone)

The two most important systems in your law practice are your system for engaging new clients, and your system for serving those clients in such a way that they become raving fans. My last article laid out 7 steps to a great...more

There is a price to pay for being outspoken

I always say that plan providers need to stand out in the crowd. I follow my own advice and that’s how I tried to act when I started my law practice 5 years ago. I was pretty brazen in my comments and I know I...more

Manage Client Perceptions of Value

Value is in the eye of the beholder. In our legal services world, that means it is the client’s perception of value—not the lawyer’s—that matters. We can only demonstrate the value of our legal services if we understand what...more

Professional Selling--What Do Clients Want?

You may be surprised to learn that, as a group, lawyers and other professionals do not even know what their clients want. You may not be surprised to learn that client satisfaction suffers from the disconnect. How can lawyers...more

Top Ten Reasons Why Midsize Law Firms are Struggling or Disappearing

Creating and sustaining a profitable midsize law firm is challenging, especially in 2015. With many firms shrinking, becoming unstable or simply dissolving, both clients and employees are pursuing stability. While there are...more

Representing Others Before The SEC

Not too long ago, I wrote about the Shareholder Rights Project (SRP) at Harvard Law School, noting that the SRP’s website and correspondence to the Securities and Exchange Commission explicitly stated that the SRP was...more

Advisors Advantage - January 2015

In This Issue: - 2015 New Year Tips for Retirement Plan Providers. - Give your clients their own "football". - They aren't laughing anymore. - Happy Clients Don't Leave. - 401kwire's Top 100...more

The Roundup: Last Week’s Recommended Reading (Jan 9, 2014)

From Around the Web - Retirement Options for Solo and Small Law Firms: Being a sole practitioner or small-firm shareholder gives you the ability to choose the kind of retirement plan that is right for you and your...more

The LPM Maturity Model: 5 Steps for Transforming into a Client Focused Business

In this guest post, we are pleased to have Keith Lipman, Esq., President and Founder of Prosperoware, share his practical insights about implementing Legal Project Management. Unless you are deaf to the present...more

How Failures at the Beginning Can Doom a Project

We’ve been discussing project management in a law firm environment, and we’re past the very beginning and on to the granular steps to taking a project off the drawing board and into practice.  It is simply impossible to...more

2015 New Year Tips for Retirement Plan Providers

With a new year, comes a renewed focus on business now that the holidays are behind us. For the retirement plan provider, there is never enough time to rest on their laurels because of the competitive nature of the business....more

Law Firm 3.0: Thinking Beyond the Virtual and Conventional Models

Cloud technology allows attorneys to work anywhere they have a secure internet connection. This provides for greater flexibility, happier lawyers, higher profits, and better-served clients. However, a pure virtual law firm is...more

An open invitation

Sometime last summer, my friend Peter Carayannis of Conduit Law reached out and asked if Conduit could use our Value Adjustment Line on Conduit’s invoice. We were thrilled to say yes, much as our friends at Summit Law Group...more

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