Future Proofing Your Firm’s Legacy: Data-Driven Succession & Client-Lawyer Matching for Continuity of Service 

When law firms take a strategic, proactive approach to partners in transition or succession planning, everyone wins. There is continuity of service and seamless transition, resulting in the firm retaining a valued client. Unfortunately, succession planning is often treated as an after-thought. 

In this webinar, you will learn how to apply personality and communications style matching and data-driven insights to succession planning. The session will cover how to identify the right match between clients and lawyers, leverage technology and AI tools, create a tipping point for support through pilots, and overcome cultural and emotional barriers to ensure seamless client transitions and long-term relationship success.

In this “fireside chat” style session, Mark Howe will facilitate an interactive and collaborative discussion with Suzanne Donnels.

Our Speaker:
Suzanne Donnels
Strategic Advisor, Suzanne Donnels Consulting

Our Moderator:
Mark Howe
Head of Business Development & Client Relations, Thompson Dorfman Sweatman LLP

Cost:
LMA Members: Complimentary!
Prospective LMA Members: $35

For questions or concerns about your event registration, please contact lmacanada@legalmarketing.org

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