Most professionals review their financial portfolios regularly. They assess what’s performing, what’s stalled, and what no longer fits the strategy. They make deliberate decisions about where to invest time and capital.

Almost no one applies the same discipline to the most valuable asset in their professional life: their relationships.

The Asset You’re Not Managing

A contact base that isn’t actively maintained doesn’t stay neutral. It erodes.

The client you worked with intensively three years ago and haven’t spoken to since? They’ve moved on. The colleague who moved to an interesting company but slipped off your radar? They needed someone with . . . [more]

A few years ago, I was asked to review a law firm’s student recruitment program. The firm had a respected brand, an engaged student committee, and a long history of bringing in summer and articling students.

The assignment seemed straightforward: review the process and suggest ways to strengthen the program.

So, I began by following the time.

There were student committee meetings. Planning sessions with marketing and talent professionals. Law school outreach events and receptions. Resume reviews. Interview preparation. Full days of interviews involving partners, associates, and administrators. Post-interview debriefs. Offer discussions. Candidate follow ups.

By the time the exercise . . . [more]

Some legal marketers become indispensable strategic advisors. Others stay stuck in the ‘can you make this brochure’ zone. The difference isn’t talent, experience, or even luck. It’s curiosity.

After 20 years in this field, I can tell you: curiosity is a choice and it’s within your control. The marketers who ask better questions, who dig deeper, who challenge assumptions are the ones who earn a seat at the table. They move from taking orders to shaping strategy. The difference? They choose to be curious.

Where curiosity matters most

To succeed in legal marketing, you need four core competencies: relationship . . . [more]

Disappearing acts pertaining to people, skills and talents have always happened every few years in the global legal services market as the sector continually refreshes itself. But disappearing has never been more prevalent than it has been of late and will become even more common in months and years to come. Act now.

As mentioned in my previous column, I am well aware that my opinions and perspectives especially over the last few years and more so lately are becoming more fearless and urgent as factors impacting the global legal services market surge with a magnitude of force that demands . . . [more]

For most of my career, I have worked on the inside of law firms — advising partners, managing change, fixing things that quietly but persistently get in the way of good work. Strategy. Marketing. Associate retention. Recruitment. Training. Culture. All the unglamorous but consequential pieces that impacts whether a firm thrives or stalls.

Along the way, I noticed something that never really changed.

Every year, bright, capable law students arrive at firms deeply motivated to do well — and surprisingly underprepared for what the job actually requires. Not because they lack intelligence or work ethic, but because no one ever . . . [more]

Firms that have multiple lawyers in the same practice who can land marquee clients are in an enviable position. However, if not managed correctly this advantage can quickly turn into a nightmare for the firm.

The McLaren Formula 1 team has this problem. They have two incredible drivers who could each be world champion but only one can stand on the top step. To maximize the team’s success without hindering either of their drivers, they have developed the “Papaya Rules.” The rules are basically race hard but clean, with a team‑first mentality and no contact between teammates.

With a few . . . [more]

A new year brings fresh perspective, and Canada’s legal marketing network is full of brilliant professionals who see past current obstacles and consistently move their firms forward. What we’ve always known is that the potential is enormous – law firms could accelerate their strategic evolution by embracing the perspective their marketing and business development teams have already developed.

What follows are insights from six of Canada’s sharpest legal marketing minds, covering strategic evolution, smart budget allocation, digital relationship building, IP-specific challenges, client intelligence, and the trust imperative in an AI-driven world.

I’m in my 20th year in this business, building . . . [more]

Unprecedented market conditions are forcing law firms to choose if and how they meet demands of clients and the legal market itself with private equity being a major and, in many cases, deciding factor in enabling solvency and structural reformation.

My opinion column, The Law Firm Pyramid Rollover, that examined how artificial intelligence, pricing, and transience of the legal service sector’s workforce is causing the traditional law firm pyramid structure to rollover like an upending iceberg sparked two strong and opposing reactions: One was numerous republishing requests, reposts, and commentary while the other was dead silence.

The former . . . [more]

Artificial intelligence, pricing, and transience of the legal service sector’s workforce will cause the traditional law firm pyramid structure to rollover like an upending iceberg. The result? By 2030, global legal services will operate much differently than they do now.

Twin juggernauts – AI and Pricing – compounded by continuing transience of the legal service sector’s workforce will take a major toll on law firms unprepared for their impact. This reckoning will upend the traditional pyramid structure with the result being that by 2030, the global legal services sector will operate much differently than it does now.

The countdown clock . . . [more]

Over thanksgiving weekend, in a Montreal hotel lobby, I spotted a cluster of matching suitcases with identical jackets draped over them, each one with “Canada” in bold letters across the back. I turned to my family and asked, “Do you think they’re part of Team Canada, travelling together, prepping for the winter Olympics?” My family wasn’t nearly as curious, but they could see the pure joy and excitement all over my face. That moment made me think about the best legal marketing teams I know, because they operate the same way. They win when they’re focused, when moving in the . . . [more]

The successful lawyers I speak with know that exceptional legal skills are table stakes. Beyond the law, their differentiator is their ability to build relationships, attract ideal clients, and generate consistent referrals. This is where strategic business development planning becomes your competitive advantage.

Without a plan, lawyers may find themselves randomly chasing opportunities which leads to inconsistent results. A good business development plan helps you stop chasing and help transform or eliminate those reactive ideas so you can spend your precious time pursuing opportunities that will lead to business.

After working with hundreds of professionals across solo practices and large . . . [more]

Artificial intelligence is impacting how lawyers market themselves and grow their practice. However, it’s wise to first consider if and how AI tactics can fulfill business development strategies that convert to achieving a measurable growth objective.

The hype around artificial intelligence is stimulating a fear factor bordering almost on hysteria for many lawyers and their law firms who are fixating on it more than any other concern in the modern global legal services market. While fear can be understandable, mostly because for many the benefits of AI remain somewhat murky, we need to grasp the reality that AI is a . . . [more]