Some lawyers write a lot, some jot down key points, but most lawyers take notes when they meet with a client. Why do it? To document what was said? To record your thoughts about what was said? To write down additional questions, issues to research, or what to do next? These are all important. But not the most important reason for taking notes. The most important reason for taking notes is to let your client…

I watched a video by a guy who presented 5 reasons why he switched to a new app, replacing two others he’d been using. He did so, he said, “because subscription fatigue is a real thing.” His first reason was cost. One app is cheaper than two and a free app (which he now uses) is cheaper still. An app might only be $5 per month but $5 here and $5 there and before you…

You go to my website and read all about me and the services I offer. You like what you see. I tell you to call to make an appointment. I tell you the number to call, the best time to call, who to ask for and what to say. What’s missing? I haven’t told you why. Why should you make an appointment? What are the benefits? What will you learn or get? How will you…

Attorney Lowell Steiger tells me he is “impressed by the fact that you come up with something new every single day”. He says my newsletter is useful and helpful, and dubs me a marketing guru who generously helps “people like me, the less talented.” Poppycock. (I’ve been wanting to use that word for awhile now, so thanks for giving me the opportunity.) The thing is, while I know a thing or two about a thing…

I had an eye infection and went to see a doctor. I won’t do my usual rant about not making the patient (client) wait for 40 minutes before you see them, as if their time isn’t important, and if there’s an emergency, to explain that and apologize, because that’s what a professional who cares about people would do. No. I’ll save that for another day. Today, I want to address another issue. Making sure your…

My accountant and I recently started using a shared Dropbox folder to exchange documents. I spoke to him the other day about a bunch of things and when we were done, I asked if he wants me to keep everything in that folder, or could I remove them. Some things I want to put elsewhere. Some things I want to trash. He said I could do anything I wanted with those documents, they’re all copies.…

The other day I mentioned the value of spaced repetition for learning and retention. You review the ideas you’ve learned and want to remember at a later date, often more than once, to help you better understand and remember the material. There are other ways to enhance your comprehension and retention, however, and you can use them with or without spaced repetition. Instead of merely re-reading your notes, use one or more of the following…