What responsibility does a lawyer have when a financial institution fails and a client’s trust money is held by the financial firm?
Ed Poll answers this question as he talks about Trust Accounts this week.
I attended the CALBar annual conference this past weekend in San Diego. Great learning and networking all in one place. I was there for a meeting of the Law Practice Management & Technology Section of the CalBar, and since this was my last meeting with them, I was honored with kudos for my many years of service to the group.
Over the years of my involvement with this group, we have provided many education programs for the benefit of the lawyer in his/her client relations and law firm operations. The section was responsible for a major writing effort and has thus far contributed significantly to two books, one on starting law practice and one on law firm operations. Much has been accomplished and I am proud to have had a share. A special cake was brought in with much hoopla ….
During the Labor Day holiday, we spent some time traveling to several “food spots” in Los Angeles that were highlighted by the food editor of the Los Angeles Times. One of them was Bulgarini Gelato, maker of one of the best gelato delights we have had; another was The Oinkster, serving pulled pork as good as can be found in Kansas City. Hope you had a relaxing and regenerating holiday.
-Have a Marketing Plan
-Consider the commonality between you and prospective clients.
-Play the Numbers Game
-The more people you can get in front of; the better the chance of someone engaging you.
-Build a quality referral sources
-Understand that people learn differently
-Connect with other professions who share your market
At some point, you will say, “What kind of life do I want to live?” In a recent article in the Los Angeles Times (Thursday, August 14, 2014), a retired “workaholic” entrepreneur said “’You cannot not have a plan when you retire.’”
He turned to retirement; though he didn’t plan it that way, he traded his many hours of daily work for golf, playing each and every day for 365 days. He said “One obsession prepared me for (another).”
The writer then continues, “All this makes me wonder: What do pro golfers do when they retire?”