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Client Relations

1,404 published works

  1. Horizons

    The essential CRM features driving success in investment banking

    By Colin McKee

    In investment banking, client relationships and deal pipelines move fast. Success hinges on capturing intelligence, reducing compliance risk, and making sure every banker has access to the right data at…

  2. The Attorney Marketing Center

    The attitude of a successful lawyer

    By David Ward

    You’ve given them the information. Answered their questions. Handled their objections. But the prospective client still decides not to hire you. Is there a way to turn their “no” into…

  3. Horizons

    Rescue your data from silos and unlock the value of your client relationships

    By Colin McKee

    The hidden threat towards your firm’s most valuable asset Professional services firms often declare that relationships are their greatest asset. Yet walk into any accounting or consulting firm, and you’ll…

  4. The Social Media Butterfly

    The Easy Business Development Habit That Builds Relationships, Reputation and Revenue

    By Stefanie M. Marrone

    September always feels like a turning point. Summer distractions fade, people settle back into routines and work picks up again. It’s easier to get someone on the phone, to schedule…

  5. Fretzin Blog

    Ral West: Business Growth Through Delegation, Automation, and Client Clarity

    By Steve Fretzin

    In this episode, Steve Fretzin and Ral West discuss: The importance of measuring and tracking the right business metrics The challenges and necessity of delegation for growth Using automation and…

  6. The Social Media Butterfly

    A Fall Reset for Business Development: How Lawyers Can Strengthen Relationships and Grow Their Practice

    By Stefanie M. Marrone

    There’s something about fall that feels like a fresh start. Summer distractions fade, people settle back into routines and clients start thinking about what’s next. For lawyers, this is one…

  7. Fretzin Blog

    Selling Without Being “Salesy”: Ethical, Consultative Approaches

    By Steve Fretzin

    Why does the word “sales” make so many lawyers uncomfortable? Steve Fretzin explains that lawyers often associate sales with negative experiences—being pressured into buying something they did not need or…

  8. Legal Marketing Blog

    Do Legal Awards Actually Matter to Clients?

    By John Hinson

    Legal awards are everywhere. Super Lawyers, Best Lawyers, Rising Stars—there’s a badge for just about everything. It’s easy to feel like you need one to prove your worth. But here’s…

  9. Fretzin Blog

    BE THAT LAWYER LIVE Part 2: Building Lasting Client Relationships Through Authenticity and Consistency

    By Steve Fretzin

    What separates lawyers who struggle from those who thrive? In this special Part 2 of Be That Lawyer Live, you’ll discover how our guests integrate authenticity, focus, and thought leadership…

  10. The Social Media Butterfly

    How to Build Stronger Business Relationships That Leads to New Work

    By Stefanie M. Marrone

    Business development isn’t an exact science. Still, many lawyers and professionals approach it like a checklist. They create a plan, send a few outreach emails, follow up and expect results…