Identify Inefficiencies, Save Time and Get Better Results out of Each Interaction
Client meetings can save or add an extraordinary amount of work to a case. Are you maximizing your use of direct contact? This focused guide will help you prepare for, organize and conduct client meetings for greater results. Register today!
Determine when a meeting is necessary and how to redirect when a call or email will work.
Help clients make each meeting productive: prepare them ahead of time.
Get tips for using remote meeting tools more effectively.
Address common client scenarios: from delivering bad news to advising clients of their options.
Does There Need to be a Meeting? Can it be Handled in Writing?
Preparing the Client for the Meeting
Zoom and Other Remote Meeting Tools and Platforms
Presentation Tools: What Works Best for the Situation
Educating Clients and Discussing Their Options
Delivering Bad News and Handling Conflict
Ending the Meeting and Follow-Up
Special Tips for Effective Client Intake/Initial Meeting
ERIC A. FELDHAKE is a shareholder with the law firm of Kulzer & DiPadova, P.C., where his areas of practice include estate and tax planning, administration, litigation, and real estate and business transactions. He is a member of the bars of the state of New Jersey and the commonwealth of Pennsylvania. Mr. Feldhake is also a member of the American, New Jersey State and Camden County bar associations. He is an adjunct instructor of law and entrepreneurial studies at Burlington County College and an instructor of taxation at the Judge Advocate General Corps' LL.M. Graduate Program, where he serves as a Major in the U.S. Army Reserves. Mr. Feldhake earned his B.S. degree from Indiana University, his M.B.A. degree from Temple University Fox School of Business, and his J.D. degree and LL.M. degree in taxation from Temple University School of Law.
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