When I ask lawyers what their firm’s business goals are for the year, it’s shocking how few know the answer, often because those goals don’t exist. So, it’s understandable that when I ask those same lawyers for their personal business goals are, they don’t know those either. Firms have dabbled in requesting personal or practice group business plans, but that’s a difficult ask when the firm hasn’t done its own planning. It’s enough to make any lawyer wonder: is goal setting really necessary?

Most businesses would find that question absurd. They set goals and develop plans to achieve those goals . . . [more]

Retirement. What does that word mean to you? Old or wise, laid back or charging ahead? Playing endless rounds of golf or attending endless board meetings?

Retirement has certainly been redefined; we’re working well beyond sixty-five. All we have to do is look to the Supreme Court as a prime example. According to Bloomberg, in an article by David Ingold, the projected age when a justice will leave the Supreme Court is now about eighty-three. That’s a ten-year increase from the 1950s. Wow, that’s ten additional years of being relevant and contributing to the decisions of our country’s most important . . . [more]

Relationships are a funny thing. We all know people that we cannot see for years and then decided to grab a coffee and everything just works. It feels like you see that person every day. Other people we see everyday and may take for granted just how close we are.

Seeing people isn’t as easy as it used to be. It takes more effort. It takes technology. It takes a desire on both parties to be together.

Marketing has always taken effort. Where you place your efforts will be a determining factor in your success as we move through the . . . [more]

I had another article ready to go but in these unusual times, talking about marketing plans felt a little like ignoring the elephant in the room. So today I’ll post what I’ve been dreading but what is inevitable -and potentially very valid these days. It is also an important and necessary skill for anyone assisting with Law Firm Marketing: dealing with the death of a lawyer.

Throughout my career, I’ve had to deal with the death of a Partner, and advise clients on how to deal with the death of lawyers in their firm. It’s not surprising, really. Like taxes, . . . [more]

It looks like we will be in isolation for a while. Let’s make the best use of this time. And here are five things to take to heart.

1. I hope you like this photo I took from my friends balcony that overlooks the lake in Boca Raton. Maya Angelou’s words couldn’t be more perfect for these times, don’t you agree?

2. Governor Cuomo reminded us to “Find ways to make a little joy.” So, I had a Zoom Cocktail Party. It was BYOB and dogs were welcomed! My friends we amazed that seeing one another made such a difference. I even

The fresh spring air gives everyone a little jump in their step which makes it a great time to update your routine. Use this time to consider ways to your improve business relationships.

Business relationships are just like any relationship, they require a level of effort to maintain and grow. And just like other relationships, the best are mutually beneficial where both sides are willing to give and support each other. Here are few practices that will help you strengthen your relationships.

1. Make getting in contact part of your routine

Many people preach the idea of seven touches per year . . . [more]

Content continues to be king for professionals trying to build their profile. However, not all content is insightful and understanding what your audience wants is the key to developing content that adds value.

I regularly listen to a very well-produced podcast that comes out weekly. I like what the personalities have to say and although I don’t always listen to the entire podcast I do listen to each new episode. During a recent episode, the conversation turned to the quality of reporting done as part of the podcast.

One of the presenters said that the podcast is really only good . . . [more]

Beyond your wildest dreams—First, you have to dare to dream!

Sometimes there is a fine line between pain and pleasure… dreams and nightmares. We have all had that experience of not being sure. I have worked with many clients that I have coaxed out on to thin ice to find that they were quite safe being there… and now very comfortable staying there.

What are your dreams? I have asked many a lawyer that question and I get answers like… “Be a great lawyer.” To me, that isn’t a dream… that is reality… generally they are already a great lawyer. . . . [more]

On-line reviews have become incredibly important for professionals to build their client base. Entire industries have been built on the notion that one person’s experience – even someone you do not know – is a tool used to judge ones abilities. We do it all the time with restaurants, stores, apps, and on and on. More and more on-line reviews are being used when people choose service providers.

It used to be when you needed a lawyer, you would reach out to someone you know and hope they knew someone. This may have led you to a tax lawyer when . . . [more]

We always look forward to the ABA Legal Technology Resource Center’s Annual Legal Technology Survey Report on the use of technology in the legal profession. The summary of the “Marketing and Communication” portion of the 2019 survey was recently published. It was written by our good friend Allison Shields and contains some fascinating (and worrisome) statistics.

Respondents to the 2019 Survey segment covering websites and law firm marketing were mostly solos or from smaller firms, consisting of 27% solos, 29% lawyers in firms of 2-9 lawyers, 18% from firms of 10-49 lawyers, 11% from firms of between 100-499 . . . [more]

In my experience, lawyers hate to be wrong. And they keep track of when anyone else is. Attending a lawyer meeting, you can almost see the chalk board above each head keeping track. Power is won or lost on those points and for a moment, they become almost more important than legal knowledge, business wisdom, and marketplace reputation. So, lawyers tend to withhold opinions until they know they can defend them. And once an opinion is set, it can be hard to change it because that would be admitting that the previous opinion is no longer right (and therefore, must . . . [more]

Most professionals agree that thought leadership is an effective form of marketing. It helps you get known publically for your expertise, the research required helps with personal development and publishing articles helps other people find experts which can lead to new files and additional marketing opportunities.

However, does the value of thought leadership differ based on your practice and target audience?

The basic premise of thought leadership is to provide free and thoughtful insight in areas you practice and is of most importance to your audience. The concept is simple and has been discussed at length. For example, a corporate . . . [more]