BE THAT LAWYER
388 episodes - English - Latest episode: 13 days ago -BE THAT LAWYER is for attorneys who want more freedom, enjoyment and most importantly, control in their career. Topics will include business development, marketing, branding, technology, and law firm growth. The goal is to educate, entertain and share best practices related to these topics, so that you, the listener can get real value. This is primarily an interview show with great guests (attorneys and legal marketing professionals), sharing stories and analogies, as well as engaging in personal discussions that will keep you entertained and coming back week after week.
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Episodes
Niraj Chhabra: Planning for Your Law Firm’s Financial Future
April 11, 2024 08:00 - 33 minutes - 30.6 MBIn this episode, Steve Fretzin and Niraj Chhabra discuss: How law firm financial planning is different from the average person. Building a relationship on education first with your financial advisor. Avoiding outgrowing your income. Understanding your expenses now to know what you need for the future. Thinking about and planning for long-term care. Key Takeaways: Attorneys need more than just retirement planning, but it is often overlooked. Your savings should increase in pr...
Sean Klunder: Standing Out with Law Firm Marketing
April 08, 2024 08:00 - 35 minutes - 32.2 MBIn this episode, Steve Fretzin and Sean Klunder discuss: Why law firms tend to run behind other types of businesses in marketing. Understanding your SEO strategy. Individual lawyer marketing versus law firm marketing. Alignment and consistency in messaging in all areas of your firm. Watch out for fool’s gold to ensure you’re swimming in the blue ocean. Key Takeaways: There is a difference between Marketing and marketing. Without a strategy, it is all just random acts of market...
Pamela DeNeuve: The Importance of Stress Reduction for Lawyers
April 04, 2024 08:00 - 32 minutes - 30.1 MBIn this episode, Steve Fretzin and Pamela DeNeuve discuss: The importance of empathy, compassion, and a trusted listening ear. Why anxiety, stress, and depression often start in law school. What to do (and not to do) in the morning to have a better day. Overcoming the busyness and stress of being a lawyer. Key Takeaways: 11%, that’s 11 out of 100, lawyers are struggling with suicidal ideation. Please know, there is help out there and you are not alone. The conversation and cult...
Marco Brown: Curating Relationships to Build Referrals and Make It Rain
April 01, 2024 08:00 - 34 minutes - 31.5 MBIn this episode, Steve Fretzin and Marco Brown discuss: Changing your mindset to overcome limitations placed on you by yourself or your family. Leveraging the knowledge of those who came before you. Learn and implement the sales skills you didn’t learn in law school. Leveraging your attorney referral sources. Key Takeaways: Learn how to sell. Even before you are making it rain, you can turn a potential client into a client through sales and closing. You are not better than sal...
Ashley Robinson: Law Firm Marketing the Right Way
March 28, 2024 08:00 - 35 minutes - 32.7 MBIn this episode, Steve Fretzin and Ashley Robinson discuss: Creating a life on purpose. Niching down your business to focus on who you want to work with. Where lawyers need help with putting their marketing money. Understanding what potential clients (and Google) are seeing when they look at your website. Working with your marketing company to know what’s happening now and what the future holds. Key Takeaways: Plan to be present in your relationships and in your business. Ma...
Scott Simmons: Effective Business Development for Lawyers
March 25, 2024 08:00 - 36 minutes - 33.3 MBIn this episode, Steve Fretzin and Scott Simmons discuss: Selling and following up without upsetting people. Getting out of the race to the bottom and reframing old ways of thinking. Dueling banjos of business development. The power of “how can I help?” and becoming more than just the lawyer. Key Takeaways: What you’re really competing against is lawyer apathy, not other lawyers. You care more when they are your clients than you do when they are handed to you. There is a huge amoun...
Martin Lopez: The Power of Genuine Curiosity
March 21, 2024 08:00 - 33 minutes - 31 MBIn this episode, Steve Fretzin and Martin Lopez discuss: The three tenets of curiosity. Being interested in the other person. Peeling the onion to understand the other person’s problem. Tips to foster deeper connections between lawyers and clients to improve relationships. Key Takeaways: You’re not building trust when you’re talking at someone. You need to connect with them to build rapport and trust. Nobody asks for a pitch unless they explicitly ask for it, then it’s answerin...
Nermin Jasani: Planning for Success in Your Law Firm
March 18, 2024 08:00 - 34 minutes - 31.6 MBIn this episode, Steve Fretzin and Nermin Jasani discuss: Setting and implementing the plan to achieve your goals. Understanding what is realistic for a quarterly goal. Listing out the micro steps and adding them to your calendar for achievable goals. Monitoring your metrics that move the needle forward. Utilizing time and calendars to make your day work for you. Key Takeaways: Give yourself milestones along the way to keep you on track to achieving your goals. The goal with p...
John Scott: Improving Your Law Firm’s Financial Metrics
March 14, 2024 08:00 - 29 minutes - 27.2 MBIn this episode, Steve Fretzin and John Scott discuss: Storytelling with the numbers that leads to a logical conclusion. Why spending time in the numbers is key. Dynamic forecasting and cash flow. Four categories of important financial metrics lawyers need to look at to grow their firm. Improving poor billing hygiene. Key Takeaways: If you pay attention to the numbers regularly, you can make necessary course adjustments along the way rather than scramble at the end of the year to m...
Marc Halpert: Building Your LinkedIn Profile to Maximize You
March 11, 2024 08:00 - 33 minutes - 31.1 MBIn this episode, Steve Fretzin and Marc Halpert discuss: How Marc became the LinkedIn expert that he is today. Spending the time to show the world you’re amazinger. The recent and upcoming changes to LinkedIn. Working within the rules of the system you are bound to. Key Takeaways: LinkedIn is always changing, even as we speak. But there are ways to make LinkedIn work for you, even with the changes. Using only your bio on your firm’s website is not enough. Put your personality ...
Larry Smith: Becoming an Empathetic Lawyer
March 07, 2024 09:00 - 35 minutes - 32.9 MBIn this episode, Steve Fretzin and Larry Smith discuss: Why lawyers are challenged to deal with stressors in an empathetic way. Listening and diagnosing the problem before trying to solve the client’s problem. Building trust and relationships with clients. How to handle a client on the ledge and setting expectations. Key Takeaways: Be kind, you never know what other people are going through. Don’t just let clients walk out the door. Set up another appointment and get the last w...
Doug Bradley: Marketing Your Law Firm the Right Way
March 04, 2024 09:00 - 33 minutes - 30.4 MBIn this episode, Steve Fretzin and Doug Bradley discuss: Understanding the numbers around marketing. Bootstrap marketing on a limited budget. Laying the groundwork for solid website optimization. Setting expectations and calls to action. Key Takeaways: Having your own book of business gives you power and freedom. Be willing to try and test out options. There is data out there for search terms but you need to know what you’re trying to accomplish. What might not be the right ...
Paul Angelle: Living Your Dynamic Business Plan
February 29, 2024 09:00 - 35 minutes - 32.7 MBIn this episode, Steve Fretzin and Paul Angelle discuss: Working through the lens of ownership. The biggest opportunity for growth…and the biggest obstacle for growth. Advice to law firm owners to create their business plans. Repetitive problems law firms have with executing their business plan. Key Takeaways: Your goal must be consistent with your why. Share your business goals with your team you will have more consistency with an accountability partner. Spreading the owner...
Justie Nicol: Building a Culture of Trust and Respect Across Generations
February 26, 2024 09:00 - 34 minutes - 32 MBIn this episode, Steve Fretzin and Justie Nicol discuss: Leading and selling without fear. Building your law firm to support you and your life. Systematizing your training processes and procedures. Running a virtual firm to invest in people over premises. Key Takeaways: There are no bad people, only bad decisions. As a lawyer, your job is to make sure that that bad decision doesn’t wreck the person’s life. Be the best you can be with the years you have with the amazing people y...
Tim Lupinacci: Leading with Trust
February 22, 2024 09:00 - 33 minutes - 30.5 MBIn this episode, Steve Fretzin and Tim Lupinacci discuss: Time management and prioritization. Testing out leadership in smaller groups first. Learning from others to strengthen your leadership skills. Utilizing daily disciplines to support your leadership and your team. Key Takeaways: Get together and pour into people and allow them to pour into you. You’ll build relationships and strengthen all team members. Seeing people in action will allow you to get to know them and see t...
Julie Yusim: Building Your Law Practice by Playing the Networking Long Game
February 19, 2024 09:00 - 34 minutes - 31.9 MBIn this episode, Steve Fretzin and Julie Yusim discuss: Adding a little positive self-talk to your routine. Getting value for your networking time. Going deep and playing the networking long game. Evaluating your wide network to see where you should go deeper. Best tips and tactics for effective networking. Key Takeaways: Networking is about giving, more than anything, especially at the beginning, even if you don’t see how it is going to come back to you. Have a couple of th...
Lisa Katz: Building a Powerful Relationship-Based Book of Business
February 15, 2024 09:00 - 31 minutes - 28.9 MBIn this episode, Steve Fretzin and Lisa Katz discuss: Starting to build your book of business from early in your career. Providing value to your clients with a network of other service providers. Things you need to know when working with counsel. The playbook for building a book of business. Having the hard conversations to experience the growth. Key Takeaways: Everything is consecutive and cumulative, the more you meet with someone and have great, but shorter conversations, t...
Andy Hite: Clearing the Head Trash to Be The Change
February 12, 2024 09:00 - 31 minutes - 29.2 MBIn this episode, Steve Fretzin and Andy Hite discuss: Practicing the change you want to see now. How leadership done right can change the world. Emotional intelligence and its role in leading a team and developing a strong culture. Building a strong culture. Uncovering the stories we tell ourselves, and challenging those stories. Key Takeaways: Do it now. You don’t need to wait to see the changes that you want to see in the world. Try now and make changes every day to be closer...
Pratik Shah: Taking Your Business Development and Legal Tech to the Next Level
February 08, 2024 09:00 - 34 minutes - 31.9 MBIn this episode, Steve Fretzin and Pratik Shah discuss: Committing to the process, not just the result, of business development. Tips to develop positive business development habits. Looking out for everyone in your business network. Going deep and wide in the right areas of your network. Key Takeaways: You should have a plan going into your networking event. There is more to it than just showing up and being in the room. Have a committed schedule for progressing your business ...
Mary Adkins: Changing Your Mindset About Writing Your Own Book
February 05, 2024 09:00 - 32 minutes - 29.9 MBIn this episode, Steve Fretzin and Mary Adkins discuss: Why you should consider writing a book today. Building trust as an author. Moving past the things keeping you from following your dream of writing a book. Tips to break down a big project into manageable bites. Key Takeaways: For many people, books are a medium that they enjoy and help them learn and retain information more than a video or audio might do. Books can replace your business card - one will do more for you tha...
Jordan Ostroff: Applying a Litigation Mindset to Your Life
February 01, 2024 09:00 - 34 minutes - 31.6 MBIn this episode, Steve Fretzin and Jordan Ostroff discuss: How business planning and life planning are more similar than you might think. Building a life that makes you happy. Helping yourself make the right choices, not the wrong ones. Achieving multiple outcomes from the same action (not multitasking). Key Takeaways: Put a team together to support you so you can focus on the things that are your unique talent - in your business, and in your personal life. What low-hanging fruit a...
Bo Royal: Simplicity in Legal Marketing
January 29, 2024 09:00 - 35 minutes - 32.5 MBIn this episode, Steve Fretzin and Bo Royal discuss: The most common mistakes law firms make on their websites and landing pages. Why you should have A/B Testing on your website. Understanding where your website traffic comes from. Tips to improve law firm websites and landing pages immediately. Key Takeaways: Focus optimization on a few key pages - you do not need to overhaul your whole website anytime there’s an issue. Invest in high-quality photo (and video) content on your ...
Frank Agin: Next Level Networking Rap Battle
January 25, 2024 09:00 - 36 minutes - 33 MBIn this episode, Steve Fretzin and Frank Agin discuss: Why networking isn’t pushed in law school. The science of networking and why networking is like golf. The power of small talk (and why it actually works). The three reasons lawyers do not get referrals. Key Takeaways: Networking is really about building relationships and helping others. You have to help people to help you. If they don’t know what you do or what you are looking for, they won’t know how to refer you or that y...
Manuj Aggarwal: Trending Technology to Build Better Relationships
January 22, 2024 09:00 - 31 minutes - 28.9 MBIn this episode, Steve Fretzin and Manuj Aggarwal discuss: Why law is behind in other businesses, especially in the realm of technology. Sales, marketing, and scaling your law firm. Benefits of building a network and keeping in touch with your relationships. Using technology to maintain and strengthen network and client relationships. Key Takeaways: Running a business is a different skill set than practicing law. But it is a skill that can be learned through practice, understand...
Travis Hoechlin: Secrets to Successful Legal Marketing
January 18, 2024 09:00 - 33 minutes - 31.1 MBIn this episode, Steve Fretzin and Travis Hoechlin discuss: Marketing for your law firm. Where money is being wasted on marketing. Isolating your target market audience. Three marketing secrets that lawyers don’t know. Key Takeaways: Whether you have your own firm or work for someone else, you can still have independence and power, you just need to learn how to make it rain. Track what you are doing for your marketing. You need to know your ROI. You need to make sure your Go...
Robert Weiss: Video Content for Thought Leadership
January 15, 2024 09:00 - 32 minutes - 30 MBIn this episode, Steve Fretzin and Robert Weiss discuss: Why creating video content is about more than video. Authentic video content for your law firm and for your target audience. Aligning video content with your law firm’s business strategy. Planning to repurpose your video content before you ever film. Key Takeaways: Start with video content today if you’re not already doing it - even if it means hiring a professional to guide you through the process. Authenticity trumps p...
Mair Hill: Sales, Relationships, and Generational Differences
January 11, 2024 09:00 - 33 minutes - 30.4 MBIn this episode, Steve Fretzin and Mair Hill discuss: Being in control of who you work with. Teaching, learning, and selling with the younger generations. Best ways for lawyers to learn business development. The six senses of business development. Key Takeaways: If you don’t understand your younger employees, listen more. They are telling you what they need, what they want, and what they know, it is up to you to listen. TikTok can’t teach you every lesson and the answer you want is...
Steve Fretzin: Turning the Tables on Steve Fretzin
January 08, 2024 09:00 - 29 minutes - 27 MBIn this episode, Alay Yajnik and Steve Fretzin discuss: Perfect practice in your business development. Why lawyers struggle with business development. The reason having your own book of business is more important than ever before. Tips for starting your next year off with a bang. Key Takeaways: Being a great lawyer alone isn’t enough, you also need to have a great book of business to control your own future and success as a lawyer. When sales is done in a sales-free way, it’s r...
Charles Gillis: Hiring, Recruiting, and Retaining for a Thriving Law Firm
January 04, 2024 09:00 - 35 minutes - 32.4 MBIn this episode, Steve Fretzin and Charles Gillis discuss: Why associates are the key to profitability in a law firm. How COVID changed the landscape of law for young lawyers. The generational change in lawyers in the industry. Tips for hiring and recruiting. Key Takeaways: Working in a remote or hybrid firm is possible, but having a connection and building relationships are key, especially for newer associates. What you do in the first 7-8 years of your practice will lay the ...
Dan Warburton: A Deep Dive into Delegation
January 01, 2024 09:00 - 37 minutes - 34 MBIn this episode, Steve Fretzin and Dan Warburton discuss: Lessons learned the hard way in leadership and delegation. Top things lawyers should delegate and are not. How to ensure those you delegate to are not going to leave your firm. The process and steps for delegation. Key Takeaways: Only when somebody feels like their future is being impacted by their actions will they take their actions seriously. While it will take time to delegate your responsibilities effectively and a...
Matt Spiegel: Legal Technology for Better Customer Experiences and a Better Law Firm
December 28, 2023 09:00 - 34 minutes - 31.4 MBIn this episode, Steve Fretzin and Matt Spiegel discuss: Why you should have good customer service as a lawyer and for your law firm. Continuing client relationships beyond the case. How Lawmatics can help you to maintain client relationships and better run your law firm. Processes, procedures, and automation. Key Takeaways: Your law firm is a service business. You need to have good customer service and a good customer experience. Most legal business comes from referrals - if ...
Scott Mason: Understanding the Myths and Narratives to Rewrite Our Lives
December 25, 2023 09:00 - 33 minutes - 30.3 MBIn this episode, Steve Fretzin and Scott Mason discuss: Separating our identities and the roles we play in life. Why many people go to law school…often without knowing what to expect. The relationships between ourselves, myths, and culture. Professional freedom and moving past feeling trapped. Key Takeaways: What makes you happy is intimately related to who and what you are - it is directly aligned with knowing yourself. Myths are a projection of the stories we tell ourselves ...
Rick Watson: Building a Professional Network
December 21, 2023 09:00 - 28 minutes - 26 MBIn this episode, Steve Fretzin and Rick Watson discuss: Building a professional network (and how to do it right). Things lawyers are really bad at doing. The hidden sales in your professional service firm. Being likable and referrable. Key Takeaways: There is a difference between building a wide network (full of lots of people) and building a deep network, with great referral partners that can help you to bring in work regularly. Balancing giving and taking in your network. Bu...
Meredith Bell: Communication Skills for Strong Leaders
December 18, 2023 09:00 - 33 minutes - 31.1 MBIn this episode, Steve Fretzin and Meredith Bell discuss: Challenges with communication and why the way we talk to each other matters. Communication between the generations in a workplace. Managing expectations and understanding values and work ethic. Why positive feedback is key to relationships and company culture. Key Takeaways: Many challenges we face are because we come into conversation with assumptions about those we are speaking with. If we slow down enough to ask peop...
Philip Fairley: Video Content Marketing for Your Law Firm
December 14, 2023 09:00 - 34 minutes - 31.8 MBIn this episode, Steve Fretzin and Philip Fairley discuss: Measuring everything in your business for success. Biggest opportunities for growth for small law firms. The most overlooked area of your law firm. Competing with larger firms in your marketing without spending an arm and a leg. Key Takeaways: Run your business on the numbers, not on a feeling. Look at the data on a consistent basis and take action on it. Get content out consistently - everyone is watching short-form vi...
Natalie Knowlton: The Changing Legal Field and Why Lawyers Should be Paying Attention
December 11, 2023 09:00 - 30 minutes - 28.3 MBIn this episode, Steve Fretzin and Natalie Knowlton discuss: The growing number of people DIYing their legal needs and why lawyers should be concerned. Non-lawyer ownership of law firms. Why lawyers should embrace thoughtful legal regulatory reform. Emerging business models in the practice of law. Key Takeaways: Law is both a profession and a business. Your law firm should be running as an actual business that provides legal services. Consumers are responding to the commoditiz...
Michael Liebowitz: Articulation in Marketing and Business Development
December 07, 2023 09:00 - 35 minutes - 32.9 MBIn this episode, Steve Fretzin and Michael Liebowitz discuss: Behavioral neurology and how it relates to business development. Understanding your business identity and your identity in your business. Belief alignment, story connection, and the message you are conveying. Talking about the money and criteria for success early in the discovery process. Key Takeaways: All businesses are personal, all great businesses are very personal. The biggest mistake businesses of all sizes ma...
Brooke Lively: Getting More of What You Want in Your Law Firm with EOS
December 04, 2023 09:00 - 33 minutes - 30.5 MBIn this episode, Steve Fretzin and Brooke Lively discuss: Avoiding analysis by paralysis. The six key components of business that you need to understand. EOS (Traction) for law firms. Defining roles and delegating for law firm success. Key Takeaways: When you have your data dialed in, you can see where the issues really are and then you can fix them. Most companies are running at about 20% strong on the six key components. Very few have 100%, but the goal is to always get bett...
Jonathan Fitzgarrald: Tips for Growth Mode
November 30, 2023 09:00 - 34 minutes - 31.7 MBIn this episode, Steve Fretzin and Jonathan Fitzgarrald discuss: Collaboration between a lawyer and a business coach. Why you should have a business plan for your law firm. Finding the right referral partners and investors. Ideas for staying top of mind and staying in touch. Key Takeaways: Relationships are proactive, not reactive. If you don’t have a plan, you won’t know where you are going. Be the go-to person for people outside of the things you do. Listen with your eyes ...
Stewart Wessel: Preparing for a Lateral Move
November 27, 2023 09:00 - 33 minutes - 30.3 MBIn this episode, Steve Fretzin and Stewart Wessel discuss: How Stewart got into legal recruiting. The control and freedom that comes from having your own book of business. Building your network. Understanding the market for 1+1=3. Key Takeaways: As a younger lawyer, you do not have to start building your book alone - you can bring a more senior attorney with you to help close the deal. The optimal size of your book when making a lateral move is different depending on where you...
Diane DiResta: Speaking In Soundbites for Lawyers
November 23, 2023 09:00 - 31 minutes - 29.3 MBIn this episode, Steve Fretzin and Diane DiResta discuss: The value of speaking both in person and virtually. Common mistakes lawyers make when speaking. Understanding your audience. What to do when you’re nervous (and why those nerves are selfish). Key Takeaways: Fit is often about culture, not about a skill mismatch. It doesn’t matter if you are a fast speaker, you want to leave space in between - remember the pause. That is where the information you are sharing is going to land ...
BE THAT LAWYER - Marketing Mavericks - Part 2 of 2
November 20, 2023 09:00 - 32 minutes - 29.9 MBIn this episode, Steve Fretzin, Erik Olson, Jocelyn Brumbaugh, Jared Correia, and Gyi Tsakalakis discuss: Social media and your law firm. Doing research on LinkedIn for potential connections. Taking accountability for what you publish on social media. Directing people back to your website for the full content and owning your content on your website. Key Takeaways: Be on the social platforms that your audience is on. Keep your social media posts to information, not advice. Clien...
BE THAT LAWYER - Marketing Mavericks - Part 1 of 2
November 16, 2023 09:00 - 35 minutes - 32.8 MBIn this episode, Steve Fretzin, Erik Olson, Jocelyn Brumbaugh, Jared Correia, and Gyi Tsakalakis discuss: The first step lawyers and law firms need to do before marketing themselves. Positioning yourself as uniquely qualified to help your client. Perspective client avatars and referral partners. Pros and cons of specializing and finding your niche. Key Takeaways: Look at what you are already doing well now and capitalize on that first. Bring in personal differentiation po...
Elizabeth Tresp: Scaling and Growing Your Firm Creatively
November 13, 2023 09:00 - 33 minutes - 30.2 MBIn this episode, Steve Fretzin and Elizabeth Tresp discuss: How Elizabeth started her law firm (and manages her other businesses as well). The secret of work-life balance. Managing workload capacity and workload ability when hiring. Understanding your core competencies and trying new things. Key Takeaways: The work-life balance will change throughout your career and will look different for every person. Knowing when to hire is going to come with experience, but you need to be ...
Jeff Kimmel: Managing a Firm with Consistency and Clarity
November 09, 2023 09:00 - 37 minutes - 34.8 MBIn this episode, Steve Fretzin and Jeff Kimmel discuss: Understanding the business and the finances of the firm. Referrals, delegation, and trust in your team. Communicating clearly and confidently to your client about transitions in teams. Scaling down to scale up. Key Takeaways: Everyone has their own way of managing - find the way that works for you and the firm and do that. It can be fun and exciting if you are doing it in a way that is fresh and right for you. You can give ...
Joe Tamburino: Building Confidence and Making Connections
November 06, 2023 09:00 - 32 minutes - 29.8 MBIn this episode, Steve Fretzin and Joe Tamburino discuss: Why lawyers struggle to build a book of business and a law practice. Honing your skills and learning from others. Communication, expectations, and building a great team. Building media relationships. Key Takeaways: You have to have confidence in yourself, no matter what venture you go into in life. Having a record of success will give you confidence and will really let you know what your job truly is. You (or someone ...
Emily Witt: Advice to Lawyers From a Recruiter on Making a Move
November 02, 2023 08:00 - 31 minutes - 29.1 MBIn this episode, Steve Fretzin and Emily Witt discuss: How Emily’s Be That Lawyer tipping point started by rock climbing. Top reasons lawyers are looking to move firms. Advice for lawyers searching for a move. One thing lawyers wish they knew. Key Takeaways: Many lawyers feel they are in the dark in regards to their career progression. During the pandemic, we saw that many lawyers do enjoy being around their colleagues and getting feedback from their coworkers and senior lawye...
Jim Coogan: Interacting with Non-Lawyers in a Way They Understand
October 30, 2023 08:00 - 33 minutes - 30.9 MBIn this episode, Steve Fretzin and Jim Coogan discuss: How Jim’s childhood interest in medicine lead to his career in personal injury law. Listen to what the questions really are. Engaging your audience when you speak. How AI is changing legal practice with communication clarity and efficiency. Key Takeaways: In law school, there’s a mentality that you want to speak like a lawyer. Once you’re working with clients, however, they are not (typically) lawyers and will better respond...
Justin Neagle: Scaling Your Law Firm Through Processes
October 26, 2023 08:00 - 35 minutes - 32.8 MBIn this episode, Steve Fretzin and Justin Neagle discuss: Living a life of continuous improvement. Scaling and improving through processes. Documenting and delegating appropriately. Missing processes in people, sales, organization, and technology. Key Takeaways: When you’re going through an identity shift, keep pushing forward. It will be strange at first, but things will settle when you push through your tipping point. Being really smart does not mean you automatically have ever...
Audrey Rubin: Exceptional Client Service for Successful Law Firms
October 23, 2023 08:00 - 33 minutes - 30.9 MBIn this episode, Steve Fretzin and Audrey Rubin discuss: Why law firms need to operate more like a business. How to know what your clients really want. 3 Tips for outstanding client services. Asking for connections and introductions. Key Takeaways: There is a lot more to getting clients than just being a really good attorney. Clients care about things like responsiveness, having a point of contact, understanding and predicting their bill, and even more. It’s more than about be...