Strategic Planning — Essential For Any Size Firm
Strategic planning is not rocket science, yet you’d be amazed how many attorneys with brilliant ideas fail to succeed at flushing them out. An important aspect to strategic planning is ….…
Latest Articles
Best Practices for Fraud Protection
The reality is that good people sometimes do very bad things. They do so because of exigent circumstances and because they have an expectation they will not get caught. Often there is a good intention that ….…
Best Practices for Fraud Protection
The reality is that good people sometimes do very bad things. They do so because of exigent circumstances and because they have an expectation they will not get caught. Often there is a good intention that ….…
Checklists and Forms
I have created quite a number of checklists for firm management over the years and provide them to PBA members when needed. Probably best known are my extensive checklists for starting a practice and closing a practice. But I have many others https://tinyurl.com/y4htlz9n…
Getting Started: Implementing a Records Management Policy
Does your firm have an alarming number of closed files in storage? Is the cost of maintaining them rising steadily? Are people at the firm leaving ……
Getting Started: Implementing a Records Management Policy
Does your firm have an alarming number of closed files in storage? Is the cost of maintaining them rising steadily? Are people at the firm leaving ……
HIT THE ROAD, JACK!
Ethical issues sometimes come into play where travel is concerned. Has your firm thought about, codified and communicated how to handle such issues? https://tinyurl.com/y2krss5b…
Upcoming Seminar Presentations
Battle of the Generations — Differing Perspectives on Competing in a Matured Marketplacer
From a marketing perspective, you need to acknowledge right now that the marketplace itself is transitioning. Millennials are increasingly running your client base. In an article (more) ….
Tags: baby boomers, generation gap, GenerationX, Marketing, matured marketplace, new strategies, non-traditional, planning, strategic management, traditionalists, Wendy Witt J. D.
Marketing & Strategic Planning | Ellen Freedman | March 12, 2019 4:23 pm
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Is This Going To Be a Better Year?
How were last year’s results at your firm? Were they what you expected? Are you noticing a trend – positive or negative – over previous years? The longer you wait to react… Read more
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