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Legal Mastermind Podcast - Presented By Market My Market - EP 67 - Kirk Smith - How Lawyers Can Add Value and Enhance Experiences for Clients That Have Been Taken Advantage Of

EP 67 - Kirk Smith - How Lawyers Can Add Value and Enhance Experiences for Clients That Have Been Taken Advantage Of

08/21/20 • 22 min

Legal Mastermind Podcast - Presented By Market My Market
Kirk Smith is a Managing Partner at Shepherd, Smith, Edwards & Kantas, LLP. He has been practicing law for over 21 years and was also a former stock broker. Kirk’s firm largely represents consumers against brokerage firms or investment advisors and they look to help consumers that may have been taken advantage of either in their portfolio or retirement savings. Often what went wrong inside a person’s portfolio could be due to the broker or brokerage firm’s negligence and Kirk looks to help those consumers and file cases on their behalf in what is called finra arbitration. If you are interested in getting in contact with Kirk, visit his website at https://www.investorlawyers.com or you can call his office at 800-259-9010.
On This Episode, We Discuss ...
• Red Flags That You Can Look For When Speaking to Your Clients
• Why Are the Elderly Targeted and More Susceptible?
• Misrepresented Products and Topics to Stay Away From
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Kirk Smith is a Managing Partner at Shepherd, Smith, Edwards & Kantas, LLP. He has been practicing law for over 21 years and was also a former stock broker. Kirk’s firm largely represents consumers against brokerage firms or investment advisors and they look to help consumers that may have been taken advantage of either in their portfolio or retirement savings. Often what went wrong inside a person’s portfolio could be due to the broker or brokerage firm’s negligence and Kirk looks to help those consumers and file cases on their behalf in what is called finra arbitration. If you are interested in getting in contact with Kirk, visit his website at https://www.investorlawyers.com or you can call his office at 800-259-9010.
On This Episode, We Discuss ...
• Red Flags That You Can Look For When Speaking to Your Clients
• Why Are the Elderly Targeted and More Susceptible?
• Misrepresented Products and Topics to Stay Away From

Previous Episode

undefined - EP 66 - Peter Walts - Building Business Development Through IP and Value Proposition

EP 66 - Peter Walts - Building Business Development Through IP and Value Proposition

Peter Walts is the Founder and CEO of Centropy Group as well as the COO of Employment Law Alliance, otherwise known as ELA. Peter is focused on creating new value and client momentum through business strategy, alliances, licensings and transactions. He has been in this business for about 20 years now and has enjoyed helping companies look at building alliances and building business development within their firms. Has been helping law firms specifically for about 7 years primarily through ELA. Peter also hosts a few different podcasts but mainly focuses on Employment Matters.
You can learn more about Peter at centropygroup.com and you can learn more about Employment Law Alliance at ela.law. You can find his podcast ‘Employment Matters’ at https://employment_matters.buzzsprout.com and connect with him via LinkedIn at https://www.linkedin.com/in/peterwalts/
On This Episode, We Discuss ...
• Leveraging Intellectual Property Internally
• Assessing Your Unique Value Proposition
• Benefits of Strategic Alliances for Law Firms

Next Episode

undefined - EP 68 - Elise Holtzman - Developing Your Law Firm from a Business Development Standpoint

EP 68 - Elise Holtzman - Developing Your Law Firm from a Business Development Standpoint

Elise Holtzman is the President and Founder of The Lawyer’s Edge. Elise is an experienced attorney, certified professional coach and consultant. She is a former lawyer, no longer practicing law, and practiced in the area of commercial real estate transactions for two New York City law firms. When she was practicing law, she found that there were no coaches or very few female mentors in a similar situation. She got involved with professional coaching because it would combine everything that she loved that utilized many of her strongest disciplines she had developed during her professional career. Now, she helps lawyers and law firms become more successful in terms of bringing more revenue into the firms and running their firms like a true business. Elise does this by helping law firms develop their people into great business developers as well as great leaders.
You can reach out to Elise by visiting her website at www.thelawyersedge.com or send her an email at [email protected]
On This Episode, We Discuss ...
• Understanding the Difference Between Marketing and Business Development
• Investing in Yourself and the People on Your Team
• Fixed Mindset Approach vs Growth Mindset Approach

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