Attorney Rainmakers Roundtable
Details
Date:

February 13

Time:

12:00 pm - 01:00 pm

Click to Register: https://www.eventbrite.com/e/attorney-rainmakers-roundtable-tickets-1979295159102
Organizer

The Referral Navigator

Website: https://www.eventbrite.com/o/the-referral-navigator-2081087347
For elite attorneys: Turn your $1M+ practice into a dominant legacy. Grow your business further, even with a demanding schedule.

Eventbrite link: https://AttorneyRainmakersRoundtableFeb132026.eventbrite.com

Zoom Link: https://us06web.zoom.us/j/2642502750

Meeting ID: 2642502750

Please test your use of Zoom software prior to the meeting. Please know how to use the participants panel to raise or lower your hand. Please know how to use the Chat box to send messages to the whole group or privately.

Please arrive early. Please do not log in past 12:05 PM ET. Please do not log in if you need to leave early.

Please use your mute button when not speaking.

This group is exclusively for JD degree holders.

February Topic and Theme

Organization Tools, Tracking Activity and Results, and CRM Software

Meeting Format/Agenda

1. Introductions including the strengths of each attendee in Organization Tools, Tracking Activity and Results, and CRM Software.

2. Stories and confessions of negative decision examples, mistakes and challenges related to Organization Tools, Tracking Activity and Results, and CRM Software.

3. Recommendations, advice, and action planning for more successful Organization Tools, Tracking Activity and Results, and CRM Software.

4. Review and plan to help each other with introductions and one-on-one meetings.

Our Purpose: To build business relationships, share ideas, and create the foundation for professional referrals.

Our Vision: A dynamic, high-level, ethical, and productive group of Attorneys having an open discussion. Each attendee will leave the meeting with at least one great idea, an invitation to a new group or event, or an introduction to at least one new prospective client or professional referral source.

Our Mission: To purposefully share information about ourselves as people, business goals, best practices for business growth, and help each other make connections.

Our Goal: To have attendees invite trusted and respected attorneys they know in order to grow the group organically and expand the referral network.

Our Diversity: We have a multifaceted group of attorneys in a variety of categories. The diversity of ideas, practice areas, and experiences makes the group dynamic and conversations more engaging.

MODERATOR

Please contact Jeff Tockman JD/MBA, the group meeting moderator, with questions or to be a guest. Jeff has moderated over 2,500 events for legal, financial, and tax firms over the last 20 years.