Fretzin Blog

Subscribe via RSS
Visit Blog
By: Fretzin, Inc.

Blog Authors

Steve Fretzin

Latest from Fretzin Blog

In this episode, Steve Fretzin and Jody Glidden discuss:

  • The evolution and growing impact of AI in professional services
  • Challenges lawyers face in client relationship management
  • The limitations and future of traditional CRMs
  • Strategies for maintaining and expanding client relationships

 
Key Takeaways:

  • 43% of clients leave law firms not because of service quality but due to poor communication and

…

By Steve Fretzin & Darren Wurz
Stop Selling from Scarcity: How Financial Planning Boosts Your Confidence
Did you know that personal financial clarity can supercharge your sales confidence? Okay, so you’re here on Steve Fretzin’s website which means you obviously understand the importance of investing in sales training and marketing skills. Perhaps you’re here because you feel unsure, hesitant, or…

In this episode, Steve Fretzin and Kyle Hebenstreit discuss:

  • The evolving legal industry landscape due to institutional capital and Big Four involvement
  • Rising competition and channel fragmentation in legal marketing
  • Strategic marketing approaches tailored to client personas and firm types
  • Operational and budgetary decisions that influence long-term law firm growth

 
Key Takeaways:

  • Private equity and institutional capital are transforming

…

In this episode, Steve Fretzin and Ed Levy discuss:

  • Building and nurturing authentic client relationships in professional services
  • Increasing referrals through trust and engagement
  • The psychological value of personalized client appreciation
  • The role of networking and peer communities in growing a legal practice

Key Takeaways:

  • Small, personal gestures—like handwritten notes or thoughtful gifts—can leave a lasting emotional impact and increase

…

In this episode, Steve Fretzin and Alex Geisler discuss:

  • Building long-term client loyalty in legal practice
  • Structuring legal work around client expectations and needs
  • Improving legal service delivery through lean process thinking
  • Developing deeper relationships through proactive, strategic communication

Key Takeaways:

  • Long-term client loyalty is built through the TREE approach: Transparency in communication, Reliability in service, Efficiency in delivery, and

…

In this episode, Steve Fretzin and Judy Barton discuss:

  • Cultivating meaningful and lasting business relationships
  • Effective networking techniques for lawyers and financial professionals
  • Establishing credibility and attracting opportunities
  • The importance of integrity in business

 
Key Takeaways:

  • Effective networking is not about collecting contacts but about fostering genuine, mutually beneficial relationships that lead to long-term success.
  • Lawyers and financial professionals

…

In this episode, Steve Fretzin and Michael Vater discuss:

  • Growth and networking beyond traditional legal marketing
  • Leveraging legal tech and AI to enhance efficiency
  • Building strategic partnerships for sustainable growth
  • Effectively balancing leadership, operations, and legal work

 
Key Takeaways:

  • Lawyers should build strategic partnerships with realtors, title agents, and medical professionals who connect with potential clients needing legal services

…

In this episode, Steve Fretzin and Tom Ciesielka discuss:

  • The role of public relations and reputation management in the legal industry
  • The importance of media visibility and thought leadership for lawyers
  • Balancing legal ethics, confidentiality, and public exposure in marketing
  • The impact of social media on modern public relations strategies

Key Takeaways:

  • Media outlets prioritize availability and recognition over legal

…

In this episode, Steve Fretzin and Jim Ries discuss:

  • Why business development is a critical yet often overlooked skill for lawyers
  • The role of networking in long-term professional success
  • How adopting a giver’s mentality leads to stronger professional relationships
  • Best practices and common mistakes in networking and relationship-building

Key Takeaways:

  • Taking a few minutes to research a common connection before

…

In this episode, Steve Fretzin and David Ackert discuss:

  • The importance of strategic networking
  • Leveraging existing contacts for business growth
  • The role of influence and prioritization in business development
  • The psychology behind relationship building

 
Key Takeaways:

  • Attendees should prioritize learning about others, finding strategic partners, and providing value instead of aggressively selling, as networking is about relationships, not transactions.

…