Lawyers Beware: There Could Be Serious Ethics Issues With The New AI Browsers
You should be talking about philosophies—not just tactics—in your thought leadership
6 Takeaways | From Tension to Teamwork: Real Strategies for Legal Collaboration
The four reasons why, with thought leadership, the best ability is availability
Jason Levin of Ready, Set, Launch on The Key to Cross-Selling: Building Real Human Connection - Passle's CMO Series EP174
Industry jargon is your clients' and referral sources' love language
Are you using thought leadership as "after hours" client advocacy?
Nicholas Barrows of Trowers & Hamlins on Blending AI with Human Creativity to Drive Deeper Client Connections - Passle's CMO Series EP172
What Law Firm Clients Really Want: Relationships, Reputation, and Responsiveness - On Record PR
Redefining Value: What Today’s Legal Buyers Want - On Record PR
Gareth Osborne and John Riley on How to Build Seamless Client Experiences - Episode 10 Passle's CMO Series Digital Masterclass:
Podcast - The 3 Core Themes of Trial Law: Know Your Court
072: Prepare For Trump Executive Orders To Hit Your Law Firm
Brinsley Dresden and Geraint Lloyd-Taylor of Lewis Silkin on Leveraging Thought Leadership to Build Personal and Practice Brands - CMO Series Rainmakers Podcast
Innovation in Second Requests: Data is Your Greatest Asset
Hsu Untied interview with Brian Wheeler, Partner at Foley
The BIG mistake plaintiffs' firms often make when talking to their referral sources
William McLaughlin of McNees Wallace & Nurick on Driving BD Success Step-by-Step in Any Market - Passle's CMO Series Podcast EP163
Vetting a ghostwriter? Make sure they say they'll do this one thing.
The five ways that thought leadership is a talent magnet
Fifteen years into running my own practice, I can say without hesitation—it was the right decision. Going out on my own as an ERISA attorney allowed me to focus on what truly matters: delivering value to clients, not...more
Question: I read an article the other day describing the use of an assignment of benefits form. The article said that having patients sign this form is beneficial. It would result in his or her dental plan paying me the...more
If you’ve ever read anything I’ve ever written, you probably know that I talk about the experience I had at a semi-prestigious Long Island law firm....more
The thing I hated most of my time at that certain Long Island law firm was that the only thing they ever seem to care about what how many hours you billed per month. I still contend that monthly billable requirement leads to...more
I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there....more
When it comes to business, I always say that. you should stay in. your lane and that’s why. I won’t. be offering a third-party administration service anytime soon....more
I’m not very popular, never have been and never will be. It’s probably my personality or just not wanting to go with the flow, but I’m not a popular guy. Ask my family, ask my former bosses. While I won’t win popularity...more
I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there....more
I always joke that I get rid of old grudges to make way for new ones. Recently, an advisor asked about a well-known third-party administrator (TPA) for a plan that I serve as a fiduciary. This TPA has a very good reputation...more
Years ago, a lot of financial advisors weren’t aware of their role as a retirement plan advisor when it came to handling their plan sponsor clients. Most advisors were mailing it in, pocketing the quarterly fee without...more
Growing up, I was a pessimist. I don’t why, but I let any little thing get to me and I realized that being negative, scares people away. That’s why I recommend when dealing with potential clients, don’t harp on the...more
Ensure that You are Equipped with the Latest Updates and Strategies to Prevent, Manage and Defend Against Rising, Costly ERISA Disputes - This annual event is your best opportunity to gain best practices for your everyday...more
A Plan Provider's Guide On How Not To Die (Sorry Lois). Get busy living or get busy dying. I started my own practice about 9 years ago because I was involuntarily liberated from my position as an associate at a...more
I thought that the best way to develop relationships with plan providers around the country and get referrals for ERISA work for plan sponsors was to develop free content that these providers could use for their clients and...more
Going to the movies was never fun. The theaters were dirty and if you arrived late, then you’d end up in the front row plus the menu was limited to popcorn, candy, and hot dogs....more
In this episode of the Proskauer Benefits Brief, Paul Hamburger, co-chair of Proskauer’s Employee Benefits & Executive Compensation Group, and associate Joe Clark discuss how the attorney-client privilege rules apply in an...more
As A Plan Provider, How You Can Deal With Clients. It's not always fun. Almost 25 years later, Clerks is an independent movie classic. Shot for $27,000, it looks like it. Yet despite the black and white (they couldn't...more
The Help Plan Providers Need And What They Don't. Avoid the people who want to sell you everything. When you're in business as a retirement plan provider, you will see that there is a surge of humanity that wants to...more
Advice For 401(k) Plan Providers On Hosting Events. Just two cents on my experience. One of the most important marketing tools that a plan provider can use to some success is the use of events to make connections to...more
I’ve told the story many times, but I used to work for a well known ERISA attorney at a union sized law firm for about 10 months. The woman was absolutely brilliant, but I had to leave there after 10 months because she liked...more
When I started my own National ERISA/ retirement plan law practice more than 7 years ago, it wasn’t easy. It still isn’t easy, but I could no longer see myself working for people who were either too arrogant or too blind to...more
Marketing For Plan Providers: What It Can Do And What It Can't. It's not the answer for everything. For retirement plan providers, good marketing is essential. It's so essential that there are marketing gurus out...more
Creating Content That Will "Click". It will help you in the long run. In the old days, newspaper and television advertising were the way that you could get your message across to potential clients and sources for...more
As you know, I’ve been a member of a few Synagogues because I’m a wandering Jew and the thing I’ve noticed is the usual coldness I’d get when joining. Aside from the last synagogue I joined last year (hopefully, the last one...more
We Didn't Start The 401(k) Fire; It's Always Been Burning. The problems have always been there. I live in Long Island, so I think by a local law, I have to be a Billy Joel fan. He's not up there with Aerosmith, The...more