Partner Podcast #49

Quantifying and communicating your value

Amy Verhulst is a business development and marketing professional with over 19 years of experience in the legal and professional services industries. Amy founded and leads the marketing and business Development department at Coats Rose, P.C., a 75-attorney law firm based in Houston, Texas with six offices in Texas, Louisiana and Ohio. She is responsible for all business development, marketing and communications initiatives for the firm including growth strategies to drive revenue, leadership development, brand awareness, content management and public relations.

Amy has a passion for professional, peer-to-peer organizations, and currently serves as President-Elect of the Legal Marketing Association (LMA) Southwest Region. She has served in several leadership roles within the LMA organization throughout her career, including Chair of the 2019 LMA Southwest Region Conference, Co-Chair of the LMA Membership Engagement Committee, Director-at-Large – Communications for the Southwest Region and former Texas Chapter, and as Local Leader for both the Austin and San Antonio Local Steering Committees. Additionally, Amy has served in leadership roles with the Entrepreneurs’ Organization (Austin Chapter), the Livestrong Foundation, and Leadership Austin. Amy earned her B.A. in Mass Communications – Advertising from Texas State University.

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Partner Podcast #48

Developing diversity and inclusion (with an emphasis on gender equity) through mentorship, sponsorship and ally ship as it relates to business outcomes and development

David Smith, PhD, is the co-author of Athena Rising: How and Why Men Should Mentor Women and Associate Professor of Sociology in the National Security Affairs Department at the United States Naval War College. A former Navy pilot, Dr. Smith led diverse organizations of women and men culminating in command of a squadron in combat and flew more than 3,000 hours over 30 years including combat missions in Iraq and Afghanistan. As a sociologist trained in military sociology and social psychology, he focuses his research in gender, work, and family issues including gender bias in performance evaluations, dual career families, military families, women in the military, and retention of women. Dr. Smith is the author of numerous journal articles and book chapters—many on the topic of gender and the workplace.

Learn more about David at his website:

Check out David’s book: Athena Rising: How and Why Men Should Mentor Women

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Partner Podcast #47

The top five actionable items to focus on for developing your practice

 Silvia Coulter is a co-founding Principal of LawVision Group.  A sought-after speaker and recognized leader in law firm business strategy, Silvia assists firms with strategic business planning, key client retention and growth strategies, client service strategies, and leadership and organizational culture.  She is an Adjunct Faculty member at George Washington University where she teaches in the Masters in Law Firm Management program. Silvia is the co-author of The Woman Lawyer’s Rainmaking Game, published by West, and co-author of From Key Clients to Strategic Account Management and Rainmaking Advantage, both due out in late 2019.  She is a co-founder and active board member of the Legal Sales and Service Organization.  She is a former elected President of the Legal Marketing Association and is an elected Fellow of the College of Law Practice Management.

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Partner Podcast #46

Leadership Development and Innovation for Law Firms and Legal Departments

Mark Beese is President of Leadership for Lawyers, a consultancy focused on helping lawyers and business professionals become better leaders.  He provides training, coaching and consulting to lawyers and executives in the areas of leadership, innovation, management and business development. He is a frequent speaker and workshop facilitator in the areas of leadership development, design thinking and innovation for law firms and legal departments. Mark is an adjunct faculty at the University of Denver Sturm School of Law and former adjunct faculty at the Center for Creative Leadership.  He is a Fellow of the College of Law Practice Management and an inductee in the Legal Marketing Association Hall of Fame for lifetime achievement.

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Partner Podcast #45

Lawyers as Managers & Leaders

After 20 years of successfully litigating and developing and coaching talent in corporate America and law firms, Sheila Murphy is pursuing her passion for helping others reach their full potential. Leading with passion and purpose, Sheila is CEO and President of Focus Forward LLC and Chief Learning & Talent Officer of WOMN LLC, which are focused on having individuals and businesses achieve their career and business goals. Sheila also continues to support the financial industry in her role as an expert and consultant at Bates Group.

In 2018, Sheila retired as Senior Vice President and Associate General Counsel at MetLife where she provided litigation, regulatory and risk mitigation advice. As a well-respected thought leader, Sheila served as an executive sponsor to MetLife’s U.S. Women’s Business Network, co-chaired the Legal Affair’s Academy providing developmental opportunities to legal and compliance professionals worldwide and served as a member of its U.S. Task Force on diversity.  Prior to joining MetLife, Sheila was at the law firm of Thacher Proffitt & Wood.

Sheila is a member of the Boards of Directors of National Association of Women Lawyers (NAWL) and PowerPlay, NYC, an organization that engages and educates underserved girls with a focus on sports. Sheila serves on the advisory board of Transforming Women’s Leadership in Law and co-chairs the CARE’s Women’s Network of New York, which works on eradicating poverty through empowering women and girls. Previously, she was a member of the Board for Read Alliance. Corporate Counsel and Inside Counsel recognized Sheila for her commitment to advancing the empowerment of women in law with their Women, Influence, Power in Law Life Time Achievement Award for Inhouse Counsel. Women’s Venture Fund awarded her the highest Leaf Award in recognition of her commitment to helping others advance in their careers. Sheila was named a Most Influential Irish Woman by the Irish Voice, a Leading Women Lawyer in NYC by Crain’s New York, and a Business 100 honoree by Irish America. She also has received the Benchmark Litigation In-house Award at the Americas Women in Business Awards, the Virginia S. Mueller Outstanding Member Award from NAWL and a First Chair award for hard work, innovation and significant contributions to the legal community.

Sheila is a graduate of the University of Pennsylvania Law School, where she served on the Comparative Labor Law Journal and the School of Management at the State University of New York at Binghamton where she graduated magna cum laude. Sheila is a frequent speaker on litigation and regulatory issues, talent, and business development, leadership and diversity.

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Partner Podcast #44

Lawyer bios and your smart approach of creating the “3-Dimensional Bio” for professionals, where they: 1) Demonstrate expertise 2) Prove relevancy and 3) Show humanity

Deborah McMurray is founder, CEO and Strategy Architect of Content Pilot LLC, a strategy, design, content and technology company. A former law firm CMO, Deborah and her team represent the largest global law firms, regional powerhouses and high performing local boutiques in the design and launch of websites and proposal centers, experience databases and other marketing technology tools. Content Pilot is also hired to overhaul content strategies and work with firms and practice/industry teams on strategic positioning/branding initiatives. In 2008, she was inducted into the Legal Marketing Association’s Hall of Fame, and in 2007, was elected as a Fellow in the College of Law Practice Management. In 2013, she was on the inaugural list of National Law Journal’s “2013 Top 50 Legal Business Trailblazers & Pioneers.” Deborah is the co-author of four ABA books, with her latest released in 2017: “The Lawyer’s Guide to Marketing on the Internet, 4th edition.”  Read her Law Firm 4.0 Blog and follow her on Twitter at @ContentPilot.

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Partner Podcast #43

Legal Productivity and Mindset 

Sarah Tetlow is the founder of Firm Focus which focuses on productivity consulting for attorneys and other legal professionals.  She uses her past experiences, organizational and strategic thought process, education, and training to help law firms increase their bottom line and operate more efficiently.  More importantly, attorneys see a reduction in stress and anxiety and an increase in focus and new business. Sarah began her career in law in the early 2000’s after graduating from UC Santa Barbara with a B.A. in Law & Society.   Sarah has experienced first-hand the stresses that attorneys endure in trying to manage multiple projects.  They also have the daily necessity to react to more pressing needs in a matter of minutes, causing frequent mind-shifting and multi-tasking.  Sarah’s mission, and the reason for starting Firm Focus, is the desire to see a change in the industry.  To help attorneys and other legal professionals experience control over their day and mitigate the poor habits caused by the workload.

Sarah is a member of the Legal Marketing Association (LMA), serving on the Local Steering Committee as Secretary (2018 – 2019) and co-chair of the Programs Committee (2019).  Additionally, Sarah is a member of the National Association of Productivity and Organizing Professionals (NAPO), and the local chapter of NAPO-SFBA.  Sarah has a Workplace Productivity Specialist Certificate from NAPO.

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Partner Podcast #42

Lessons learned negotiating $billions between strategic partners


Marla Sofer is the VP of Strategic Partnerships at Jemstep, a B2B2C digital advice platform focused on helping Americans invest to achieve their financial goals. Before diving into Fintech in 2015, Marla led institutional partnerships at BlackRock and J.P. Morgan quantified in billions of dollars. She has been a champion of gender diversity, founded two employee women’s networks, and served as a non-profit leader dedicated to social justice.

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Partner Podcast #41

The “rise” of legal operations and the trends in the legal tech space

A veteran in the Legal Operations field, Stephanie Corey began her career at Hewlett Packard Company as Chief of Staff and head of Legal Operations. Stephanie has held similar positions at VMWare and Flex International. She is the co-founder of the Corporate Legal Operations Consortium (CLOC), a leading Legal Operations association, and co-founder and General Partner of UpLevel Ops, LLC, a legal strategy and operations consulting firm. Stephanie holds a BA in Economics and an MBA from Lehigh University, and is a serial entrepreneur in her spare time.

https://uplevelops. com

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Partner Podcast #40

The verdict is in!  Law firms guilty of overspending

Ed Flanagan is the Director of Expense Reduction Analysts (ERA) in Eastern Pennsylvania, Delaware, New Jersey and New York City. As an advisor and advocate, his focus is to build strong relationships and deliver comprehensive cost containment solutions for his Business Owner, CEO and CFO clients.

During his tenure with Expense Reduction Analysts, Ed has led reviews of over $950 million in expenses with an average cost savings of 24%.

Prior to joining ERA, Ed spent more than 30 years as an Auditor, Controller, and CFO of residential and commercial construction and development companies. Most recently, he was CFO for Philomeno & Solamone Builders and Area Controller for K. Hovnanian Companies.  He also worked for Toll Brothers & Ryland Homes.

Ed also has experience as a Consultant in the Non-Profit sector and was an Adjunct Professor of Accounting at West Chester University for 7 years.

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Partner Podcast #39

Future of law and innovation

Lindsay Griffiths is the International Lawyers Network’s Director of Global Relationship Management. In this capacity, Ms. Griffiths works closely with the Network’s Executive Director on the oversight and management of day-to-day operations of the International Lawyers Network (ILN). She develops strategies and implementation plans to achieve the ILN’s goals, and shares responsibility with the Executive Director for recruitment, member retention, and a high level of service to members. She is engaged in the legal industry to stay on top of trends, both in law firms and law firm networks. During her tenure, the ILN has been shortlisted as a Global Law Firm Network of the Year by The Lawyer for 2016 and 2017, and included as a Chambers & Partners Leading Law Firm Network since 2011. She was awarded “Thought Leader of the Year” by the Legal Marketing Association’s New York chapter in 2014 for her substantive contributions to the industry, and was recently included in Clio’s list for “34 People in Legal You Should Follow on Twitter.” She was also chosen for the American Bar Association Journal’s inaugural Web 100‘s Best Law Blogs, where judge Ivy Grey said “This blog is outstanding, thoughtful and useful.” Ms. Griffiths was recently chosen for as a Top Author by JD Supra in their 2019 Readers’ Choice Awards, for the level of engagement and visibility she attained with readers on the topic of marketing & business development.

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Partner Podcast #38

Center for Thriving Law

Judith Gordon comes to coaching and program facilitation from the trenches of legal practice. As an attorney, she experienced firsthand the challenges of client demands, internal pressures, external drivers, and time constraints. At the core of her work is a commitment to thriving–both professionally and personally. Coupled with her coach training and experience teaching at UCLA School of Law, Judith has developed tools and programs for helping clients to improve their performance and feel better in the process, in short, to thrive.

Judith takes a human design approach to her work with clients, which combines physiology, psychology, values, emotional intelligence and mindset. She is committed to equipping professionals and teams working in high-demand, high-stress environments with the cognitive, emotional and motivational strategies needed to transform stress, build resilience, and produce better outcomes.  Judith founded LeaderEsQ to ensure that high-achieving professionals have the tools that they need to thrive in all areas of their lives. Judith is a long-time meditator, nutrition enthusiast, occasional adventurer, and one-time researcher with a continued deep interest in science.

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Partner Podcast #37

The importance of a lifelong learning mindset

Julie Stapel helps clients negotiate investment-related agreements of virtually every type, including investment management, trust, securities lending and transition management agreements, as well as many different types of trading agreements. She represents employee benefit plan investors in all types of private fund investments, negotiating fund documentation and side letters to address ERISA and other risk management issues. She also counsels financial services and investment management clients on ERISA compliance.

Co-leader of the firm’s Fiduciary Duty Task Force, Julie also advises on fiduciary governance, including the formation and operation of benefit plan fiduciary committees. She works with plan fiduciaries to implement ERISA compliance best practices and manage fiduciary risks. She also helps clients remain in compliance with ERISA’s ever-changing reporting and disclosure obligations. Julie speaks frequently on ERISA-related topics. She has spoken before the Committee on the Investment of Employee Benefit Assets (CIEBA), the ERISA Industry Committee (ERIC), the John Marshall School of Law, and at various events sponsored by Pension and Investments magazine.

In addition to these speaking engagements, she regularly addresses client fiduciary committees and investment staff, performing fiduciary training and presenting updates on changes in the law. She is also president of the Chicago Chapter of Worldwide Employee Benefits Network (WEB). Prior to joining Morgan Lewis, she was a partner in the employee benefits and executive compensation departments of an international law firm, resident in Chicago.

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Partner Podcast #36

Reputation Management and Positioning Yourself for Success


Corporate and law firm leaders call on Gina Rubel for high-stakes public relations, crisis planning, and incident response support including high profile litigation media relations. One of the most widely acknowledged experts on legal marketing and law firm public relations, Gina is a sought-after speaker and media expert. Listed among the 2019 and 2018 Lawdragon Global 100 Leading Consultants and Strategists to the Legal Profession, Gina founded and continues to lead Furia Rubel Communications.

The award-winning agency legal marketing and professional service communications boutique has been listed among the leading agencies by the National Law Journal, The Legal Intelligencer, New Jersey Law Journal, and Philadelphia Business Journal.

Gina’s legal background complements her unparalleled intuition as a client advocate and business diplomat, allowing her to partner with law firm clients to achieve their objectives. She and the Furia Rubel team are focused on the clients’ unique selling proposition, brand, key messages, and target audiences. As a result, Furia Rubel has developed and executed award-winning programs with outstanding ROIs. From industry-recognized marketing campaigns to media coverage, Gina and her team deliver exceptional results. Gina didn’t discover legal communications and marketing — she just repositioned it for a new century.

Often asked why, as a lawyer, she pursued a career in communications, Gina says, “The answer is simple. In marketing and public relations, we communicate a message to a target audience to achieve a desired response or outcome. This is like the practice of law except I can be more proactive and creative.”

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Partner Podcast #35

The Credibility Code shows you how to project confidence and competence when it matters most

Cara Hale Alter is an international keynote speaker, author, and the founder of SpeechSkills. She literally wrote the book on projecting credibility and confidence: the critically acclaimed The Credibility Code. She’s delivered more than a thousand keynotes, seminars, and workshops on leadership presence to audiences around the globe.

In addition to providing training to clients such as Google, Pixar, Intel, Pinterest, Schwab, Kaiser Permanente, and numerous top-100 law firms, Cara is a guest lecturer at UC Hastings College of the Law, Stanford Law School, and UCLA School of Law.

Cara’s Keynotes and Seminars:
Credibility Quest online coaching program:
Cara’s book & SoundBites game: 

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Partner Podcast #34

PR and building relationships with the media

Deirdre K. Breakenridge is Chief Executive Officer at Pure Performance Communications. A veteran in PR, marketing and branding, Breakenridge has worked with organizations including the Academy of Nutrition and Dietetics, JVC, Kraft, Nasdaq, NBA Events & Attractions and PRSA.

Breakenridge is the author of six business books. Her most recent book, “Answers for Modern Communicators” was published by Routledge in October 2017. Her other titles include “Social Media and Public Relations: Eight New Practices for the PR Professional, and “Putting the Public Back in Public Relations.”

As an adjunct professor, Breakenridge teaches online PR and social media courses for the UMASS at Amherst Journalism Department She speaks nationally and internationally on the topics of PR, marketing, branding and social media communications. Breakenridge is a LinkedIn Learning Instructor with eight video courses on Public Relations Foundations, Media Training, Handling an Unruly Audience, Marketing Communications, Go-To-Market Planning, Competitive Analysis, Creating a Marketing Culture and Marketing Ethics.

Breakenridge is the host of a podcast program, Women Worldwide, interviewing women who share their incredible stories, educating, imparting advice and offering insights to show listeners. Women Worldwide has joined the C-Suite Radio Network, which is the home of podcasts for top business leaders and innovators.

NJBIZ named Breakenridge as one of the Best 50 Women in Business in the state of New Jersey. She also joined the ranks of the Top 250 Women Leaders published by Richtopia in from 2016 through 2018.

Breakenridge blogs about PR and communications, the changing media landscape and collaborative technology at PR Expanded and is the co-founder of #PRStudChat, a dynamic Twitter community with Twitter chats for PR students, educators and PR pros.

There will be a workshop in NYC in October (for speaking and media training).  Check out the details for Deirdre’s workshop.

Download a Free Chapter of Answers for Modern Communicators:

To purchase a copy of the Answers for Modern Communications book with the promo code:

Promo Code: WOW20

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Partner Podcast #33

Social Responsibility and Social Impact Programs for Law Firms: Beyond ProBono and D&I Initiatives

After nearly 30 years’ launching, building and developing marketing, communications and business development programs in professional service firms, often against all odds, Pamela Cone felt compelled to do it one more time.  This time, she is focusing on Social Impact and the role professional service firms, and their clients, can and should play in addressing some of the world’s most pressing problems.

Having studied International Relations in college, with graduate work in Communications Management and Corporate Social Responsibility and Sustainability, together with decades of professional service firm experience, the pieces of the puzzle have come together.  Pam is now using her highest and best skills and experience to help ensure that the professions – lawyers, accountants, actuaries, engineers, etc., – are using their highest and best skills and experience to address and solve the world’s most pressing challenges.  If not us, then who?

Pam is the Founder and CEO of Amity Advisory – a Social Impact consulting firm for professional service firms.

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Partner Podcast #32

Lateral Integration:  Improving the Odds of Success of Lateral Partner Moves

Karen Kaplowitz is President of The New Ellis Group, a business development strategy and coaching firm which she founded in 1997 after a 25-year career as a trial lawyer and rainmaker in Los Angeles.  She has helped hundreds of partners in law firms throughout the US to build their practices.  She also specializes in helping lateral partners make successful transitions to their new firms.  Karen was named one of Lawdragon’s Global 100 – Leading Consultants and Strategists to the Legal Profession in 2018 and 2019. She is a frequent speaker at industry meetings including NALSC and NALP.  She has written and spoken extensively on lateral integration and publishes a biweekly newsletter on business development strategy.

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Partner Podcast #31

Addiction in the Legal Profession

Brian Cuban, the brother of Dallas Mavericks owner Mark Cuban, is an attorney, author and recovery advocate. His second book, The Addicted Lawyer: Tales Of The Bar, Booze Blow & Redemption is already an Amazon #1 Best Seller in pre-order. His first book, Shattered Image: My Triumph Over Body Dysmorphic Disorder,” chronicles his first-hand experiences living with, and recovering from, twenty-seven years of eating disorders and Body Dysmorphic Disorder (BDD).

He has spoken at conferences, non-profit events, colleges and universities across the United States and in Canada.  Brian has appeared on prestigious talks shows such as the Katie Couric Show as well as numerous media outlets around the country.  He also writes extensively on these subjects. His columns have appeared on,, The Huffington Post and in online and print newspapers around the world.

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Partner Podcast #30

Client Journey Mapping


For more than 20 years, Yolanda Cartusciello has served in senior administrative leadership roles in major law firms, including Debevoise & Plimpton and Cleary Gottlieb. She has led marketing teams, designed business development and media strategies, and implemented client development programs. She was the chief architect of profile enhancement strategies, comprehensive client interview programs.  As a consultant, Yolanda has worked with firms of all sizes on strategy, marketing, practice planning, client interview and client journey mapping programs.   She also coaches lawyers at all levels in marketing and business development skills.

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Partner Podcast #29

Raising the Voice of Women in Media

For over 18 years, regional, national and global law firms have drawn from Elizabeth Lampert’s focused and intelligent strategic plans to accomplish their public relations objective. Elizabeth has vast amounts of experience in crisis communications and she has the ability to adapt and perform under pressure! Elizabeth has lent her public relations and legal marketing acumen to some of the country’s most profitable law firms and their business clients in a variety of practice areas, helping each to expand their client base and increase their public profiles in target markets.

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Partner Podcast #28

Being able to articulate value to clients to get more business

Mike Pierce, better known as Antarctic Mike, works with organizations that want to find, engage and keep the best performing people. Mike’s background professionally started in the recruiting business in 1997, working specifically to show managers and leaders exactly how to identify and recruit the best people. He now speaks across the US and Canada to executive teams, organizations, associations and sales teams about how to lead people so they are fully engaged in what they do.

Mike is an avid fan of polar expedition history and is an endurance athlete. In 2006, Mike became one of 9 people to run the first ever Antarctic Ice Marathon and a year later became the first American to run the Antarctic 100k, a grueling 62 miles on an ice shelf 600 miles from the South Pole.

His flagship program, Leading at 90 Below Zero, connects the drivers and principles of Antarctic expedition history stories to the real world of finding, engaging and keeping great people in today’s business world.

Mike has a BA from the University of Colorado, Boulder, and resides in Encinitas, California with his wife Angela.

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Partner Podcast #27

Keeping Your Top Talent from Becoming Someone Else’s


Lisa Ryan helps organizations develop employee engagement strategies that keep their top talent from becoming someone else’s. Lisa is an award-winning speaker, and best-selling author of ten books, including “Manufacturing Engagement.” She is Past President of the National Speakers Association, Ohio Chapter, and received her MBA from Cleveland State University.

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Partner Podcast #26

Client Attraction Chain Reaction

Henry DeVries is the CEO of Indie Books International, a company he cofounded in 2014. He works with consultants who want to attract more high-paying clients by marketing with a book and speech.

As a professional speaker Henry trains business leaders how to persuade with a story.  He is the former president of an Ad Age 500 advertising and PR agency and was a marketing faculty member and assistant dean of continuing education for the University of California San Diego.

In the last ten years he has helped ghostwrite, edit and co-author more than 300 business books, including his McGraw-Hill bestseller How to Close a Deal Like Warren Buffett – now in five languages including Chinese. He has a weekly column with He is the coauthor of ten marketing books includingBuild Your Consulting Practice, Defining You, and Marketing with a Book.

As a result of his work, consultants and coaches get the three Bs: more bookings, more buzz, and more business.

On a personal note he is a baseball nut. A former Associated Press sportswriter, he has visited 42 major league ball parks and has two to go before he “touches ‘em all.”

Twitter: @indiebooksintl


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Partner Podcast #25

The noble (and sometimes shameful) roles of attorneys in the Trump era

Steven J. Harper: retired litigation partner at Kirkland & Ellis LLP; regular contributor Dan Rather’s News & Guts; creator of The Trump-Russia Timeline at and now at Dan Rather’s News & Guts and; author of four books including The Lawyer Bubble – A Profession in Crisis (Basic Books, 2013, 2016), and Crossing Hoffa: A Teamster’s Story (Borealis, 2007); adjunct professor of trial advocacy and legal ethics at Northwestern University Law School.

Steve’s op-eds have appeared in The New York Times and numerous other publications. He is a fellow of the American College of Trial Lawyers and included in Chambers USA: America’s Leading Lawyers and The Best Lawyers in America. Prior to joining Kirkland & Ellis LLP, he graduated from Harvard Law School (magna cum laude) and Northwestern University (combined B.A/M.A. degrees with distinction in economics; Phi Beta Kappa)

follow on Twitter @StevenJHarper1

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Partner Podcast #24

Business Development: Moving from Reluctance to Enthusiasm  

Anna Rappaport, J.D, PCC is a former lawyer who has been coaching for over 19 years and helps lawyers overcome both the external and internal obstacles to business development. As a person who used to hate sales herself, Anna understands where many lawyers are coming from and has numerous tools to help them move forward and develop the tools they need to reach their potential.

Anna is Co-Chair of the American Bar Association’s (ABA) Lawyer Leadership and Management Committee, on the Leadership Council of the ABA Dispute Resolution Section and is on the faculty of the Leadership Council on Legal Diversity.  Anna publishes in Law Practice Today and The National Law Review, and speaks around the country on various career and business development topics.  Anna also has extensive international experience having worked in Japan, Thailand and most recently, Turkey.

On the personal front, Anna has a loving husband, two wonderful step sons, and a dog Ginger.  She is also a snowboarder and loves tango and swing dancing.

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Partner Podcast #23

How Lawyers Can Get & Keep More Clients

Cole Silver serves as the Chief Client Officer for Blank Rome. In this role, Cole provides consultative client relationship support to the Firm and its clients, helping to identify and implement strategies and tactics to improve client satisfaction, expand into new areas of service, and ensure an outstanding client experience.  With over 25 years of experience as a General Counsel to several high growth companies, Cole brings an insider’s view of clients’ key legal concerns and what they want and expect from their outside counsel. He has authored books and trained numerous professionals in the areas of client development and service.

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Partner Podcast #22


Susan Freeman’s goal is to help women in business communicate effectively with the world — and to help men communicate effectively with women in business!

Susan’s training draws on her experiences as a sales executive in the financial services industry, her business development and leadership training in the legal industry, and her graduate-level studies in Communication. Susan’s passion for helping women succeed is long-standing. She co-founded “Women’s Business Connection” in Massachusetts and “Girl Power” with over 6,000 followers. She also teaches “Girls in Politics,” a program created to introduce girls to politics, policy, and the branches of government. Susan is currently enrolled in Cornell University’s “Institute for Women’s Entrepreneurship.” Her enthusiasm for the benefits of building meaningful relationships has made her a great connector and as such, she has over 15,000 followers on social media. As an ENFJ, she excels at building relationships and teaching others to do the same. She helps professionals communicate effectively in order to develop new business. She trains professionals to use client-centric insights to assess needs and identify solutions that meet strategic goals.

Susan has worked with some of the most prestigious law firms and financial services institutions in the world. She was graduated with honors
from Hawaii Pacific University with a Master of Arts degree in Communication and she was graduated from Louisiana State University with a Bachelor of Arts degree in both Political Science and Journalism, with a minor in Marketing. She also studied Marketing at Northeastern University in Boston. Susan has lived in Louisiana, Switzerland, Italy, Massachusetts, Hawaii, and now, California. Throughout her sojourns, she has developed a large, interconnected circle. Susan lives in the Bay Area with her husband, Mike Futrell and their son, James.

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Partner Podcast #21

Marketing and Business Development Trends in Today’s Law Firms

Jennifer Scalzi is the Founder and CEO of Calibrate Legal, Inc. and has spent the last 17 years inside of, and as a consultant to, law firms. As Calibrate Legal’s CEO, she utilizes that industry insight to develop modern services that prepare today’s law firms for tomorrow’s legal marketplace. Sophisticated talent plays a large role in that strategy, and Jennifer specializes in helping her clients find the best path forward when seeking to hire impact players in marketing, business development and communications roles.

In the past decade of providing placement and strategy services to law firms, she has achieved prominence as a business partner who truly understands the landscape of the current and future legal industry. Her insider knowledge — gained from six years in professional development and lawyer recruitment at a prominent Am Law 100 firm and as a leader in the Legal Marketing Association (LMA) — gives her a competitive advantage that saves her clients time and energy.

She looks to her vast network of leaders from industries spanning professional and financial services, university educators, and key stakeholders in Fortune 100 companies to inform her perspective on the business world at large. 
 Jennifer’s expertise is international in scope and she has successfully placed candidates on three continents. She runs global searches for her clients and regularly travels throughout the country, and on occasion overseas, for the sole purpose of assessing candidates.

A featured speaker and published author on topics of professional and career development, Jennifer has contributed to the following, among others:

Jennifer’s networking expertise was profiled as a case study in J. Kelly Hoey’s book, Build Your Dream Network: Forging Powerful Relationships in a Hyper-Connected World. She also contributed a ‘think piece’ titled “Reforming the CMO Search to Target Turnover” for Deborah Farone’s newly published book Best Practices in Law firm Business Development and Marketing. Additionally, Jennifer is a Sustaining Fellow of the College of Law Practice Management, which recognizes distinguished law practice management professionals.

Jennifer holds a B.A. from Baylor University and resides in the Austin, TX.

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Partner Podcast #20

Publishing on Amazon

 Julie Savarino holds an MBA, a JD, and is a licensed attorney. Over her 30+ year career, she has built a reputation as a leading international, award-winning business and client development coach and strategist for lawyers, law firms, and other professional services providers and firms.

 Julie successfully served as an in-house business development executive for Grant Thornton, Dickinson Wright and Butzel Long.  Julie is one of the highest-rated speakers, trainers and coaches in the legal industry and is frequently published and quoted in the media, in such publications as The Wall Street Journal, Bloomberg, The American Lawyer, Law 360 and Crain’s, among many others.

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Partner Podcast #19

Mindfulness Based Goal Commitment for Attorneys/Partners

Madelaine is a skilled mindfulness trainer, with time and stress management programs tailored flexibly to your needs as an individual or organization.

Drawing on her MBA and management experience, Madelaine is available to conduct training, needs assessment, and implementation for your organization.  With both personal and professional experience in the profound trials and triumphs associated with medical illness, Madelaine can warmly and wisely walk with you through your own.  As a trained mediator, Madelaine can assist with interest-based conflict resolution for matters related to work, family, and other areas of your life.

Madelaine teaches her clients how to manage their minds to get what they want in Work, Play, Love, and Life. She is a warm and wise, licensed, Harvard-trained practitioner; Board Certified Executive, Career, and Life coach; author, and blogger who specializes in lawyers and other professional service providers, and works with individuals and organizations from the convenience of home or office, by phone, video conferencing, or in-person.

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Partner Podcast #18

Communicating Through Conflict Thinking YES

Jeanne Stafford’s mission is to help you find greater joy at work and in life by arming you with usable and compelling communication skills. She wants a room full of people to leave stronger, lighter and more powerful than when she found it. Her goal for you is transformation.

The beginnings of her career included over 15 years as a political fundraiser, working on the campaigns of Presidents, Governors and a Mayor. She is a fanatical about staying informed and exercising your right to use your voice. Jeanne served on non-profit boards in education and the arts and continues to serve on three boards today. She learned that asking people for money is an arduous task and one that can only be done by a pathologically optimistic person who are driven by passion for what they are selling.

Jeanne is a professional member of the National Speakers Association and a NSA New York City board member.

Book Jeanne as your corporate speaker or keynoter for your next event and invest in improving the communication skills of your teams.

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Partner Podcast #17

Legal Project Management and Innovation

Susan Lambreth is a founding Principal at LawVision and is nationally recognized as one of the top leadership, practice group and project management consultants for law firms. For over 25 years, she has helped law firms of all sizes improve their profitability and enhance their lawyers’ leadership and management skills.

Susan is the Chair and Founder of the LPM Institute, a leading resource for educating law firms and law departments on implementing project management in their organizations. She has given hundreds of speeches on practice management, LPM, strategy and trends affecting law firms or law departments.

Prior to co-founding LawVision, she was with Hildebrandt International for almost 20 years, where, in addition to her consulting work, she chaired many of their conferences and led several of the most successful roundtables for law firm professionals. Prior to that, Susan spent almost seven years with Altman & Weil. She is also the author or co-author of six leading books on practice group management and legal project management.

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Partner Podcast #16

The Preference Value Proposition

Bob Potter is the managing principal of RA Potter Advisors LLC, a marketing and sales strategy consulting practice for financial and professional service providers. He is the author of two books on the subject and his articles have appeared in dozens of magazines and newspapers. He is also the developer of the Third Level Selling and Third Level Service Excellence training programs. Bob spent 35 years in business development for IBM, McGraw-Hill, Dean Witter and MBIA. He has opened new markets in the U.S., Mexico, Australia and Asia. In 2000 he sold a successful services firm and started RA Potter Advisors to help other services professional win and retain clients. Bob received his B.A. degree from Santa Clara University and his M.B.A from UC Berkeley. He lives in San Anselmo, CA.

Find him online at

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Partner Podcast #15

Decision Making

Greg Dinkin proved his skill as a decision maker at age 19 when he beat the toughest poker games in Las Vegas as a summer intern at the Mirage (and later won $102,000 at the World Series of Poker). He has traveled around the world, training in a variety of healing and therapy modalities. He confounded a literary agency, where he negotiated deals with New York publishers and Hollywood producers.

Greg is a Certified Health Coach from the Institute for Integrative Nutrition and lost 100 pounds. Dinkin gave a TEDTalk about how the integration of mind and body allowed him to overcome his phobia of singing. He is the author of four books including The Leading Man and The Poker MBA (Random House).

He leads workshops for law firms and businesses that often include poker as both a team-building and skill-building exercise. Find him online at or email him at

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Partner Podcast #14

“How to Get New Business In-Person and Online”

Larry Bodine is the Sr. Legal Marketing Strategist for LawLytics Web Marketing Suite. Former litigator, New York Daily News journalist, American Bar Association publisher, and ABA Edge Award recipient. Larry has been a recognized authority in legal marketing for two decades and is a frequent CLE speaker.

He can be reached at, on Twitter @LarryBodine, and on his blog at

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Partner Podcast #13

“The value of failure. How failure can be leveraged for success”

David Iglesias is the Director of the Wheaton Center for Faith, Politics and Economics in addition to being an Associate Professor of Politics and Law at Wheaton College. Previously, Professor Iglesias served as a state, federal and military prosecutor with a focus on national security and terrorism cases. He was the presidentially appointed, Senate confirmed, United States Attorney for the District of New Mexico between 2001 and 2007.

Professor Iglesias was recalled to active duty U.S. Navy status between 2008 and 2013 in support of Operation Enduring Freedom. He served as a team leader, senior prosecutor and spokesman with the U.S. Military Commissions, in Washington, D.C. and Guantanamo Bay, Cuba, handling war crimes and terrorism cases. He supervised the conviction of the U.S. v. Noor Uthman terrorism case; one of only six completed war crimes cases since the Commissions were re-established.

David C. Iglesias, J.D.

Director, Wheaton Center for Faith, Politics and Economics, Associate Professor of Politics and Law

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Partner Podcast #12

“Snow Globe Leadership: Shifting Your Leadership in the Business of Law”

Speaker… Accelerator… Relationship Builder… Master Storyteller… Chief Inquisitor… Motivator… Story Debunker… Facilitator of Truth

Jeff is the Founder and Chief Story Debunker of The Nischwitz Group, a speaking, consulting and coaching company thattransforms people and organizations… one story at a time!  Jeff helps businesses accelerate revenue, develop effective leaders, nurture high performing teams, and execute on their objectives.

Beginning as a successful lawyer, Jeff first modeled courageous change when he left the corporate law firm where he was a partner to take the leap into entrepreneurship by creating his own law firm.

Like many entrepreneurs, Jeff’s journey had many twists, turns and yes, stumbles, which Jeff openly shares and speaks on as part of his authentic story telling – the good, the bad, and sometimes the ugly.

Jeff Nischwitz, President, The Nischwitz Group

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Partner Podcast #11

The Lawyer Brain

Dr. Larry Richard is recognized as the leading expert on the psychology of lawyer behavior. He has advised dozens of AmLaw 200 law firms on leadership, management, and related issues such as teams, change management, talent selection, assessment, and other aspects of strategic talent management. Widely known as an expert on the lawyer personality, he has gathered personality data on thousands of lawyers.

A graduate of the University of Pennsylvania Law School, Dr. Richard practiced law as a trial attorney for ten years. He then earned a Ph.D. in Psychology from Temple University. For more than 20 years, he has provided consulting services exclusively to the legal profession. Formerly a partner with Altman Weil, and more recently the head of the Leadership & OD Practice at Hildebrandt International, in 2011 he established his own consulting firm, LawyerBrain LLC, which focuses on improving lawyer performance through personality science. He focuses on resilience, change management, leadership, and talent issues.

He is a frequent author and speaker on the use of positive psychology and applied behavioral science in helping law firms to succeed. He is a Gallup-certified Strengths Coach, and a licensed user of the MBTI, DiSC, and 15 other assessment tools.

Dr. Larry Richard

Founder & Principal Consultant

LawyerBrain LLC

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Partner Podcast #10

It’s all about relationships


Dr. Ivan Misner is the Founder & Chief Visionary Officer of BNI, the world’s largest business networking organization.  He has been called the “father of modern networking” by CNN and one of the “Top Networking Experts to Watch” by Forbes.  He is a New York Times Bestselling author who has written 22 books and is a columnist for He has been named Humanitarian of the Year by the Red Cross, is the recipient of the John C. Maxwell Leadership Award and is the Co-Founder of the BNI Charitable Foundation.

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Partner Podcast #9

Heidi Brown


A Seven-Step Journey Toward Authentically Empowered Advocacy

(ABA Publishing 2017)

While naturally loquacious law professors, law students, lawyers, and judges thrive in a world dominated by the Socratic question-and-answer method and rapid-fire oral discourse, quiet thinkers and writers can be sidelined. The Introverted Lawyer illuminates the valuable gifts that introverted, shy, and socially anxious individuals bring to the legal profession—including active listening, deep thinking, empathy, impactful legal writing, creative problem-solving, and thoughtful communication.


Heidi K. Brown is a graduate of The University of Virginia School of Law, a law professor at Brooklyn Law School, and a former litigator in the construction industry. Having struggled with extreme public speaking anxiety and the perceived pressure to force an extroverted persona throughout law school and nearly two decades of law practice, she finally embraced her introversion and quiet nature as a powerful asset in teaching and practicing law. She is the author of a two-volume legal writing book series entitled The Mindful Legal Writer, won a Global Legal Skills award for her work in helping law students overcome public speaking anxiety in the context of the Socratic Method and oral arguments, and was appointed to the Fulbright Specialist roster to teach English legal writing in international law schools. Heidi champions the power of quiet law students and lawyers to be profoundly impactful advocates, in their authentic voices.

Contact Information: or

Twitter: @introvertlawyer

Links to Purchase Book:

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Partner Podcast #8

Laura Leopard is the founder of Leopard Solutions, which is a data company that gives information that law firms and those in the legal industry can use to make more effective business development decisions.  In this podcast, Laura discusses how law firms can use data to grow their firms.

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Partner Podcast #7

Doug Wendt brings his insight into how law firm leaders can create the future focused law firm.  Doug is a management consultant that works with professional services firms to improve their leadership and business development skills.

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Partner Podcast #6

Judith Gordon shares action steps and ideas on how law firm partners can operate at a higher level of performance on a consistent basis.

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Partner Podcast #5

Five Ways to Make Business Development Easy for Partners

Julie Savarino is an expert on client development for law firms, and in this podcast she shares five easy ways attorneys can get more business.

Visit Julie’s website at for hundreds of resources for attorneys.

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Partner Podcast #4

For Partner-level attorneys.  Bringing you relevant information to enhance your career and improve your life.

– Interview with Steven Harper, author of “The Lawyer Bubble”

– Law firm management

– Partner compensation issues.

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For Partner-level attorneys.  Bringing you relevant information to enhance your career and improve your life.

– Lateral Partner Recruiting tactical tips for law firms.

– Julie Fleming with Lex Innova Consulting on an attorneys Unique Selling / Service Proposition

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For Partner-level attorneys.  Bringing you relevant information to enhance your career and improve your life.

– Scott Love on tips for law firms to improve lateral hiring.

Henry Devries (rainmaking expert) on ‘How to Work a Room’

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For Partner-level attorneys.  Bringing you relevant information to enhance your career and improve your life.

Ed Wesemann on law firm leadership and management.

– David Lat on

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