|I help lawyers, groups, and firms analyze the situations they face—opportunities and challenges—and help them uncover the actions and solutions that lead to personal satisfaction, optimal group and firm performance, and profitable new business. I work with clients to develop timelines and metrics and follow-up with them to make sure they are on track. I have trained and coached individuals, groups and teams in both the successful pursuit of new business and in enhancing client, prospect, and other personal relationships.
My areas of expertise include practice group and client team management and implementation—including analyzing profitability and recommending policy and procedure improvements; presentations; proposals; competitive intelligence; prospect pursuit teams; client service reviews and client interviews; and problem client” troubleshooting.
Professional Background and Education
My qualifications among law firm management and marketing consultants are noteworthy—in addition to receiving an M.B.A. in Marketing Management from the University of Minnesota (1986), and a B.A. from Florida State University, where I was elected to Phi Beta Kappa, I served as the chief administrator for small and medium size firms for more than 10 years. For five years, I served the Director of Client Services for Foley & Lardner, one of the 15 largest law firms in the United States. I served in similar positions at Kelley Drye & Warren in New York City, at Manatt Phelps & Phillips in Los Angeles, and at Thompson & Knight in Texas, prior to establishing my consulting practice in 2003.