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Succession Planning › Client Services

Best Era

Law Firms Are Bleeding Talent Because They Refuse to Build Leaders

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Law firms have a leadership crisis. Not a shortage of managing partners or practice group heads, but a fundamental inability to develop actual leaders from within their ranks. The traditional model of promoting the best...more

IR Global

5 Ways to Build Trust as an Advisor

IR Global on

What really fuels a successful business partnership? Partnerships are crucial for success and they allow professionals to tap into diverse expertise and uncover new growth opportunities. But amidst all the complexities,...more

IR Global

The Proactive Advisor: Unlocking Growth Opportunities through Strategic Engagement

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In the fast-paced world of business advisory, being reactive is no longer sufficient to meet clients’ evolving needs. Advisors can position themselves as indispensable partners by understanding clients’ growth processes,...more

IR Global

Boost Client Acquisitions: A Guide for Business Advisors

IR Global on

As a business advisor, understanding the succession process for business owners can significantly benefit your ability to attract and build a business owner practice successfully. Long-term thinking can be complex for some...more

IR Global

Finding Opportunities in Client Files – A 7-step Process

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A huge opportunity for Accountants is to use their knowledge of a Client’s businesses to identify new opportunities. However, this will not ‘just happen’....more

ClientsFirst Consulting

Strategic Marketing Insights for Small- and Mid-Size Law Firms: Highlights from Our Latest Webinar

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In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more

LawVision

A Year of Shifting Winds – and Some Thoughts for the Year to Come

LawVision on

As we enter the final countdown to the end of 2022 – hard to believe another year has come and gone! – there are lessons to be learned from where we’ve been. This year might go down as the “year of shifting winds” for the...more

LawVision

The Next (Foreseeable) Disruption for the Legal Industry

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To say that we are in a period of change and transition is an understatement.  About a year ago, we all went home, the IT professionals in all law firms proved they were worth their weight in gold, and most law firm...more

LawVision

10 Questions That Need Answers for a Successful 2017 (and Beyond)

LawVision on

At about this time last year, I wrote a blog about 10 Projects That Can Produce Big Results in 2016. My goal was to get each reader’s firm to focus on one signature project from a “menu” of options that would have a positive...more

LawVision

Succession Planning: What the “Successor” Values

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In my most recent blog, The Art of Succession Planning – Thoughts on How to Start, I shared tips gleaned from observing a “model firm” on how to successfully start and integrate succession planning. All too often, partners...more

LawVision

The Art of Succession Planning – Thoughts on How to Start

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“Succession” has been an extremely hot topic this year. For many firms, it seems succession planning is the Holy Grail, but why? Maybe it is hard to know where to start. Maybe it is hard to find the time to fit it in. Maybe...more

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