Course Description:

This comprehensive CLE series is designed to provide solo and small firm attorneys with practical strategies for building a sustainable, referral-based law practice and mastering the art of professional networking. The sessions will include best practices for developing a client referral pipeline, creating systems for client engagement, and effective networking techniques to foster long-term professional relationships. The series will also include discussions of professionalism and ethical considerations in building referral relationships.

Learning Objectives:

• Understand how to build a referral-based practice by creating systems that encourage client retention and word-of-mouth marketing.
• Learn the importance of client relationship management and how to improve client satisfaction and engagement.
• Explore effective and ethical networking strategies that foster meaningful professional connections and referral opportunities.
• Discuss the role of professionalism and ethical guidelines in client development and networking.
• Learn best practices from experienced attorneys and a judge on building and maintaining a professional network.

Session Breakdown:

1. Session 1: Building a Referral-Based Practice (Speaker: Jordan Ostroff)
• Key topics will include the benefits of a referral-based practice, client relationship management, and the systems needed to track and engage referral sources effectively. This session will highlight the ethical considerations of building client relationships and referrals.
• Professionalism Component: Discuss how to ethically build and maintain client referral systems in compliance with Florida Bar advertising and solicitation rules.
2. Session 2: Foundations for Law Firm Growth (Speaker: Denise Cullen)
• This session will focus on strategic growth for law firms, covering essential areas like time management, client development, team building, and profitability. Practical techniques for delegating work and managing interruptions will be explored to enhance practice efficiency and sustainability.
• Professionalism Component: Explore how professionalism and ethical behavior contribute to effective practice management and client satisfaction.
3. Session 3: Best Practices for Networking (Panel: Attorney Brandon Sapp and Judge Barbara Leach)
• This panel discussion will focus on the best practices for professional networking within the legal community. Panelists will discuss the value of building strong professional relationships, ethical networking strategies, and how to use networking to grow a referral pipeline.
• Professionalism Component: The session will emphasize ethical considerations in professional networking, including maintaining integrity, avoiding conflicts of interest, and adhering to the Florida Bar’s standards of conduct.

Speakers:

• Denise Cullen
• Jordan Ostroff
• Judge Barbara Leach
• Brandon Sapp

Sponsor: Atticus