Transitioning Partners and Client Transfers: Guide to Retaining Key Clients When Partners Retire

recording Transitioning Partners and Client Transfers: Guide to Retaining Key Clients When Partners Retire

You Will Learn:

  • Compensation techniques to motivate seniors to transition their clients and client net working contacts to other members of the firm
  • Who determines whether clients need to be transitioned
  • Who determines when and how  clients need to be transitioned
  • How to select the most appropriate successors
Access the pre-recorded audio conference
$365.00
 

How much of your firm’s total revenue is controlled by partners over the age of 60?

In most firms, you’re looking at a minimum of 20 to 30 percent – and as those partners phase down and retire, that business is at risk.

Client relationships are your most valuable assets. But far too many firms neglect to plan for the inevitable retirement of senior partners.

This essential webinar will explain 1) how to make client transfer decisions for individual partners as they transition to retirement; and 2) how smart firms can prepare for issues associated with senior-level partners’ departure, before a client crisis occurs.

Learning Objectives

During this power-packed program, our faculty panel will present common partner transition scenarios, and discuss how to identify critical clients and systematically bind them to the firm. Plus, you’ll get the answes to such need-to-know questions as:

  • Who determines whether clients need to be transitioned?
  • Who determines when clients need to be transitioned?
  • Who determines how clients should be transitioned?
  • When to tell the members of the firm (and clients) that a significant rainmaker will be reducing his or her active involvement in the firm?
  • How to select the most appropriate successors?

Plus, they will discuss compensation techniques to motivate seniors to transition their clients and client net working contacts to other members of the firm.

Product ID: 8559

Discover How to Retain Key Clients During Partner Transitions & Bind Them to Your Firm!

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Faculty

Andrew E. Jillson
Andrew E. Jillson
Director, Hayse LLC

Andrew Jillson is a veteran when it comes to the challenges and opportunities faced by an enterprise in transition. In his more than 30 year career as a lawyer, Andy has provided strategic counsel across every industry. He brings deep experience wherever personnel, operational, strategic and/or legal issues converge to necessitate organizational change.

Joel A. Rose
Joel A. Rose
Certified Management Consultant and President, Joel A. Rose & Associates, Inc.

Joel A. Rose is a Certified Management Consultant and President of Joel A. Rose & Associates, Inc., management consultants to the legal profession. The firm, national in scope, is headquartered in Cherry Hill, New Jersey. Mr. Rose received a B.S. from New York University and an M.B.A. from the Wharton Graduate School of Business, University of Pennsylvania. He has extensive experience consulting with private law firms, corporate law departments and government agencies.

Continuing Education Units

  • cle

    C4CM provides audio conference attendees with CLE credit processing services. To expedite C4CM processing your CLE request, please complete and submit the evaluation form available from C4CM at the conclusion of the audio conference. It will be necessary to enter the following information: name of each attorney requesting CLEs with full contact information, including e-mail address, bar number, and the state in which the attorney wants credits. Each attorney requesting credits must submit an evaluation.

    Please be advised C4CM audio conferences are subject to approval from each CLE issuing organization and approval is not guaranteed (state bar associations in Delaware, Indiana, Kansas, Ohio, and Pennsylvania do not grant CLE credits for audio conferences). The approval process takes approximately 6 – 8 weeks for most organizations but can take as long as 3 – 4 months. You will be notified via e-mail with the final status of your CLE application.

    Any person applying for CLE credits must attend the audio conference from start to finish (attendance will be taken for compliance reasons). Requests for CLE credits must be received no later than two weeks following the conclusion of the audio conference or live conference. CLE credits are not available for CD recordings.

    If you have any questions regarding CLE credits, contact Jill Adler at 631.368.2082 x 21 or jill.adler@meeting-matters.com.

Discover How to Retain Key Clients During Partner Transitions & Bind Them to Your Firm!

Order my recording now

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