Lawyers, These Are Critical Skills To Have When You Are Meeting With Potential Clients
In initial consultations, some potential clients may claim that they do not have the funds to hire you. It could be that the potential client paid a consultation fee to meet you. You might have spent much time answering their...more
A recent experience reminded me why preparation matters to all of us heading into an important meeting, presentation, or even a networking event. I called a client to set up time to prepare for an essential meeting. The...more
The short answer? Both! After two-plus years of being limited to almost entirely virtual meetings, we’ve learned that there are huge benefits to doing things online. But many people were also chomping at the bit to get...more
From 2018 to 2021, the percentage of clients who want to work with a lawyer remotely grew considerably, from 23 percent to 79 percent. However, according to research published in Clio’s 2021 Legal Trends Report, clients’...more
A recent conversation I had with a GC revolved around what lawyers should do when meeting with them, or with any client or potential client. If you don't already have them, these are skills that can be learned. ...more
A morbid topic? Of course! But for our older clients and their adult children in the sandwich generation (young children of their own and aging parents) having the discussion can be extremely beneficial to both the elder and...more
The SEC’s Division of Investment Management has relaxed certain in-person voting requirements for fund boards, subject to certain conditions, in a no-action letter to the Independent Directors Council (the IDC) issued on...more
Initial consultations are an important part of most law firms. Potential clients meet attorneys about their cases. They want an attorney who can help them achieve their goals. Most clients come in knowing generally what they...more
Lessons For Plan Providers From The Impending Death Of Sears. What you need to learn. Before there was Amazon.com, there was Sears. Whether it was through their catalog or their department stores, it was the place to be...more
Non-solicitation agreements are commonly used by employers to restrict former employees from soliciting clients following termination of the employment relationship. Courts throughout the country have different takes on the...more
Initial consultations are an important part of most law firms. In lots of areas of law, repetitive business is critical to the success of the law firm itself. Initial consultations can sometimes come from referrals or...more
It’s really quite simple and yet over and over we continue to hear that of all professional services firms, law firms—specifically the legal professionals, are absolutely the worst at meeting with clients on a regular basis....more
When many consider the possibility of a collaborative divorce, they have a hard time picturing how it works. One common question many have is who is at a collaborative meeting?...more
I have been an ERISA attorney for almost 19 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there....more
I talk with a lot of lawyers. And everyone at one point or another has lost business to a competitor. Sometimes, one never gets the opportunity to compete in the first place. The secret to more wins is to turn an objection...more
Sitting in a client team meeting recently and listening to the lead partner confidently discuss his knowledge of the client and how the team can pursue new opportunities for gaining more client share was another one of the...more
Experience with innovative procurements indicates that holding one-on-one meetings with proposers is beneficial whenever selection is based on a “best value” evaluation of competitive proposals—whether the procurement...more
Retirement plan providers can never be arrogant when it comes to the gripes raised by their clients. If clients have an issue with your service, you can’t discount because anger festers and boils over into an irreversible...more
Among the duties of a retirement plan fiduciary is the duty to monitor the administration of the plan and to assure that policies and procedures are in place to minimize the risk of errors and deficiencies. While monitoring...more