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
When hostilities break out between individual co-trustees, incumbent trust counsel faces a representation conundrum. In §8.8 of Loring and Rounds: A Trustee’s Handbook (2025), see appendix below, we grapple with the...more
In a legal malpractice action arising out of revisions to a client's estate plan, the appellate court considered whether an attorney has a duty to evaluate a client's mental capacity and, if so, whether the plaintiff alleged...more
In the evolving landscape of family offices, the integration of artificial intelligence (AI) presents both opportunities and challenges, particularly in terms of fiduciary responsibility and client services. Family offices,...more
A Charlotte area law firm alleged it struck a necessary, and rather ordinary, deal with departing partners to divide fees on contingent cases transitioning among firms based on time expended by each, with an included true up...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
Our world has been turned upside down by COVID. Even with me, I had to put all my live conferences on hold for 2020 and make changes when school was cancelled. We’ve all had to make sacrifices in one form or another....more
When I was a law firm associate, my most painful part was filling out my timesheet. Trying to fill it out before I’d get in trouble with the powers that be was the worst part of the month. There has to be a better way to...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
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
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
Pro se litigants present a unique set of challenges when encountered in the practice of law. In particular, pro se litigants seem to be on the rise on the fiduciary litigation context. Whether this is due to the highly...more
A Call For A New Standard For Financial Advisors. A higher standrad for today. Over the last 10 years, there has certainly been a revolution among 401(k) financial advisors about the need and concern of good fiduciary...more