Business Coach

  In this episode, Alay Yajnik and Terry M. Isner, CEO of Jaffe, discuss how public relations marketing helps small law firms grow rapidly. Tweetable Moments: “PR brings a new light to these these firms who have woken up to the fact that they need to support social issues, cultural issues, be a part of change.” – Terry M. Isner “It was their story. We recognized what they were doing, got on board with them, and then shared that with the world.” – Terry M. Isner “Without PR, business development is like running uphill. With PR that works, business…
In this episode, Steve Fretzin and Mark Carter discuss: The power in mentoring and collaboration.  Sharing ideas without an NDA. The relationship between mentoring, marketing, and big ideas. The key to finding a mentor that is a good fit for you.   Key Takeaways: Collaborate – never try to go alone.  Always be marketing your ideas. Share them, don’t be afraid people are going to steal them.  The checklist for mentoring is getting advice, support, and/or connections. The content created from conversations is worthwhile. It can be used to continue further conversations, to drive business, and to share wisdom and…
Embrace change, adapt, learn, and succeed. It sounds simple enough. Like most things about leadership, it’s easier said than done. On a practical level, it starts with developing skills. Essential skills for future-ready leaders include: ●        Vision ●        Collaboration ●        Management of complex and diverse workforces ●        Decision making (when to move forward and when to drawback) ●        Adaptation ●        Integration of new technology That’s a lot of work. On top of that, every industry has unique challenges, which require different skills. Where do you focus? Where do you start? The Clubs in Your Bag  Your leadership skills (and even…
In this episode, Steve Fretzin and Allison Williams discuss: Systematizing your law firm to remove yourself as a critical bottleneck in your business. Creating workflows from the beginning of a file.  Giving your employees a level of autonomy and authority to increase worker engagement. Changing your mindset around hiring.    Key Takeaways: Learn to delegate – there are a lot of things that have to be done, and if you are doing everything you are not going to have the time to do the things that you are the only one that can do it. Define the responsibilities of each…
In working with thousands of attorneys over the past 15-plus years, I always ask the same question, “With regards to business development, what are your primary challenges, frustrations and concerns?” My clients know I call these “CFCs.” Since, apparently, I have little to do on a snowy weekend in Chicago, I’ve compiled my notes and slimmed down the list to the top five. Here they are in no particular order and how you might consider addressing them moving forward. CFC #1. “I have no time to do business development and marketing.” It’s not a coincidence that this issue comes first…
In this episode, Steve Fretzin and Jeffrey Bunn discuss: The practices of mindfulness and meditation to be a better lawyer.  Why lawyers are so stressed out.  Fitting your mental health into your physical health routine.  Figuring out what is important to you and making time for those things.    Key Takeaways: In the legal profession, taking care of one’s mind is every bit as important as taking care of one’s body.  Uncertainty and time are large reasons why there is so much stress in the law industry.  It is important to have time for you, both intentional and unintentional.  Meditation…
In this episode, Steve Fretzin and Jon Morris discuss: Sales and marketing for the growth of your law firm.  Stepping into 2021 with a clear focus for scale.  Understanding what you, as an individual, want to do within your firm.  Having the right mindset for growing your law firm.    Key Takeaways: Every business has sales, marketing, operations, and something to do with clients and customers.  Your job is not to be a lawyer, your job is to be the CEO of a law firm.  There is always an opportunity for marketing and for growth. Testing is always part of…
How to Assess Governance Maturity and Improve Family Business Strategy Using the Three Circle Model Even after 40 years, the Three Circle Model of Family Business is still an effective tool for dealing with the challenges of running a family business. To be an effective advisor to a family business, you need to assess the governance maturity of each circle and adapt to the current state. Governance maturity is measured by how evolved the critical structures are within each circle. A Quick Refresher On the Highlights of the Three Circle Model Family Circle The Family Circle encompasses issues of the…
In this episode, Alay Yajnik and Scott Rahn, managing partner at RMO, discuss how RMO’s niche strategy and people strategy have driven its growth. Since its inception in 2015, RMO has grown to six offices from coast to coast! They have a Level 3 niche: Trust and Estates -> Trust and Estates Litigation -> Probate Litigation They focus their efforts on being probate litigation “ninjas” The Level 3 niche ensures that they can cooperate and co-counsel with other attorneys They are very selective about who they hire in terms of cultural alignment, skills, and ability to learn They are…