The Lawyer's Edge

Marcie Borgal Shunk is the founder and president of The Tilt Institute and creator of Leadership Foundations, a high-impact virtual program designed to give law firms essential leadership skills and practical solutions. For nearly three decades, she has worked with more than 3,000 law firm leaders on talent, culture, and leadership, helping dozens of AmLaw firms anticipate and prepare for the future of law. A Harvard graduate, Marcie holds two fellowships, four certifications in culture and coaching, and several board advisory positions. She is a frequent contributor to the American Lawyer, Thomson Reuters, and Bloomberg Law. Sona Spencer is the Chief Legal Talent Officer at Troutman Pepper Locke, where she leads the firm's legal recruiting, professional development, inclusion, and career coaching functions. Drawing from more than 15 years of experience in AmLaw 50 firms, she collaborates closely with firm stakeholders to implement training, compensation frameworks, and inclusion and retention strategies that ensure the firm can attract and retain talent at all levels to exceed client service goals. WHAT'S COVERED IN THIS EPISODE ABOUT THE DEATH OF APPRENTICESHIP IN LAW FIRMS The apprenticeship model built generations of lawyers, and for a long time it worked. Junior associates learned by proximity, absorbing how to think and practice by working alongside more experienced attorneys over the course of years. Hybrid work, lateral mobility, and generational shifts in how people learn have quietly dismantled that model, and many firms are still operating as though it's intact. Addressing the problem requires more than plugging holes. Firms need to rethink how they signal investment in their people, build structured pathways that make expectations explicit, and develop the human and leadership skills that AI cannot replicate. The firms getting this right have moved beyond standalone training programs and created systems where talent can see the path, understand what's expected, and take an active role in their own development. In this episode of The Lawyer's Edge, Elise Holtzman talks with Marcie Borgal Shunk of The Tilt Institute and Sona Spencer of Troutman Pepper Locke about why the apprenticeship model is failing, what the most forward-thinking firms are doing differently, how AI is reshaping the skills lawyers need to develop, and where firm leaders should start if they want to make a real change. 2:38 - The origin of "The Death of Apprenticeship" article 4:08 - Why hybrid work and generational differences are breaking down the model 7:08 - Why what made senior lawyers successful may not work for the next generation 8:07 - Lateral mobility and compensation wars as added pressure on retention 10:45 - Making the business case for talent development 13:27 - Breaking down the true cost of replacing an associate 15:13 - AI and the risk of outsourcing junior associate learning 19:08 - The human skills firms need to be building deliberately 22:13 - Executive presence and how lawyers show up on camera and in rooms 27:07 - Why leaders have to model what they teach 29:34 - How Troutman Pepper Locke's YOUniversity achieved 75% participation in year one 32:02 - Benchmarks, Learning Management System (LMS) integration, and self-directed development paths 34:48 - Takeaways for smaller firms without large Learning & Development resources 38:44 - Starting small with pilots and building intentionally 41:26 - Don't assume your path is everyone's path 43:36 - Clear communication and moments of kindness Mentioned In The Death of Apprenticeship: What it Means for Lawyers and Law Firms Marcie Borgal Shunk on LinkedIn | The Tilt Institute Sona Spencer on LinkedIn | Troutman Pepper Locke The Death of Apprenticeship: Reimagining Law Firm Talent Strategy for a New Era Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge

Niraj Chhabra is the founder of Sidebar Advisors, a financial planning firm dedicated exclusively to serving attorneys at every stage of their careers, from rising associates to equity partners. For more than 20 years, Niraj has helped lawyers navigate the financial complexity that comes with success, including partnership compensation, tax strategy, equity, retirement planning, and the competing demands of career growth and family life. Using a Behavioral Financial Advice approach, he works with attorneys to align their financial decisions with their values, helping them build wealth intentionally, reduce unnecessary stress, and create real optionality in both their careers and personal lives. WHAT'S COVERED IN THIS EPISODE ABOUT TURNING LEGAL SUCCESS INTO FINANCIAL SECURITY A high income does not automatically produce financial security. Attorneys who are billing at the top of their game can still find themselves financially stuck, sitting on too much uninvested cash, watching savings fall behind income, and putting off financial decisions because another billable hour always takes priority. Getting ahead of that complexity requires more than good intentions. It means building systems that grow alongside income, understanding the financial dynamics specific to each stage of a legal career, and examining the behavioral patterns that shape how people make financial decisions long before they become lawyers. In this episode of The Lawyer's Edge, Elise Holtzman talks with Niraj Chhabra of Sidebar Advisors about why some high earners still feel financially stuck, how behavioral history shapes financial decisions, what many lawyers get wrong about building wealth, and the systems that make the difference over time. 2:32 - Why some high-earning lawyers still feel financially stuck 3:12 - How reversing the savings and checking account structure changes spending behavior 4:04 - The cost of leaving millions sitting in a savings account uninvested 5:38 - What makes financial planning for lawyers uniquely complicated 7:05 - What behavioral financial advice actually means 10:02 - Unpacking cultural and family background before making financial plans together 12:23 - How equity partnership changes the financial picture for lawyers 15:05 - Why some lawyers turn down partnership because their spouse doesn't understand the compensation structure 17:34 - Financial considerations across career transitions, from associate to partner to in-house to solo 22:02 - Why the retirement number looks different depending on how accounts are structured 27:00 - Gender-specific financial dynamics for women lawyers 33:03 - Practical habits that distinguish lawyers who build long-term wealth 35:13 - What to do first if you feel financially successful but uncertain about the bigger picture 37:30 - The money stories we carry and how they show up in financial behavior MENTIONED IN TURNING LEGAL SUCCESS INTO FINANCIAL SECURITY Sidebar Advisors | LinkedIn Niraj Chhabra on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE This episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of the team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, fill out our contact form.

Adam Severson is the Chief Marketing and Business Development Officer at Baker Donelson, a leading national firm with more than 700 lawyers and 25-plus offices in the United States, primarily in the southeastern U.S. Adam's role is unique compared to many who hold that title in that he spends a lot of his time meeting with clients and actually selling the firm's services. Adam is a past president of the Legal Marketing Association and a Hall of Fame member. He's also a Fellow in the College of Law Practice Management. WHAT'S COVERED IN THIS EPISODE ABOUT EXECUTIVE PRESENCE Executive presence can seem hard to define. Many people think you either have it or you don't. But Adam Severson frames it differently. When you walk into a room or lead a pitch meeting, others are asking themselves whether they can take you seriously and whether you instill confidence. That assessment happens fast, and it's based on more than just what you say. The lawyers who are best at client development aren't necessarily the ones trying to be the smartest or most interesting person in the room. They're the ones who show up prepared, ask thoughtful questions about what's actually happening in a client's business, and then follow through when they promise to find an answer. Adam calls that gap between what people say they will do and what they actually do the "say-do gap." Closing it builds trust faster than almost anything else, and most people never even realize they're leaving it open. In this episode of The Lawyer's Edge, Elise Holtzman talks with Adam Severson about what executive presence actually looks like in law firms, why imposter syndrome stops people from even trying to develop it, and how lawyers can build credibility through preparation and genuine curiosity rather than trying to have all the answers. 2:09 - How Adam defines executive presence 3:16 - The three elements of executive presence 5:26 - Executive presence vs. confidence and whether you can have one without the other 6:22 - Practical behaviors to demonstrate executive presence 8:53 - Being interested in others matters more than being interesting 10:27 - Using data to build credibility with lawyers and practice groups 15:07 - How executive presence impacts business development and client retention 15:32 - The "say-do gap" and why following through on what you promise matters 21:10 - Imposter syndrome keeps people from trying to develop executive presence 22:14 - The perfectionism problem and why you don't need all the answers 25:07 - Lessons learned from Adam's own career building executive presence 28:20 - Modifying the approach by showing your work instead of just stating the conclusion 30:38 - Don't make assumptions about who you're talking to 34:06 - Why self-awareness matters more than confidence Mentioned in Executive Presence: How to Turn Skill into Influence Baker Donelson | LinkedIn Adam Severson on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Dawn Anderson is the Chief Human Resources Officer at Butler Snow LLP, a law firm with nearly 400 lawyers across 25 offices. With more than 30 years of HR experience and both an MBA and law degree from the University of Georgia, Dawn brings a unique perspective to law firm leadership. After two decades in HR leadership roles in retail and manufacturing, Dawn transitioned to the legal industry where she now oversees Butler Snow's HR function and operations. She has taught as an adjunct professor teaching college-level courses and facilitating countless training seminars on leadership, management, and human resources. She is also an active member of the Atlanta Association of Legal Administrators, where she previously served as board member and chapter president. WHAT'S COVERED IN THIS EPISODE ABOUT STRATEGIC HR LEADERSHIP Law firms often treat HR as a cost center or an administrative function that handles paperwork, processes bonuses, and deals with employee issues when they come up. But there's often a disconnect between what HR professionals actually do and how lawyers value that work. Administrative leaders get kept out of important conversations, even when those decisions directly affect people and performance. When HR leadership operates strategically and lawyers work with the professionals who understand people management, things change. Compensation systems become transparent and defensible instead of feeling like a black box. People get prepared for leadership roles instead of being promoted and left to figure it out. And firms make smarter decisions about retention, hiring, and succession planning because the work gets more intentional instead of reactive. In this episode of The Lawyer's Edge, Elise Holtzman is joined by Dawn Anderson to discuss building credibility as an HR leader in a law firm, why lawyers sometimes undervalue the work administrative professionals do, and how strategic people management changes both culture and business results. 2:49 - Dawn's journey from chemical engineering to HR with a JD and MBA 6:37 - Why lawyers sometimes undervalue administrative professionals 8:33 - Taking five years to get into the bonus process at her previous firm 9:33 - Creating a defensible bonus system in hours instead of days 14:42 - Building trust and credibility with attorneys using The First 90 Days approach 17:31 - The challenge of recruiting legal assistants in today's market 21:30 - Pairing experienced legal assistants with new attorneys as a training tool 24:18 - What "revenue enablers" means and why language matters 26:39 - Change management without the corporate jargon 28:28 - Getting the right people in the right seats 30:30 - Preparing people for partnership instead of just promoting them 33:32 - Why investing in people beats losing them to firms that will 38:04 - HR is everyone's job, not just HR's job MENTIONED IN HOW STRATEGIC HR TRANSFORMS LAW FIRM PERFORMANCE Butler Snow LLP | LinkedIn Dawn Anderson on LinkedIn The First 90 Days by Michael D. Watkins Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Elise Buie is the founder and CEO of Elise Buie Family Law in Seattle, Washington. After losing everything in Hurricane Katrina, she rebuilt her life and career from scratch, bringing lessons in resilience and New Orleans hospitality to her practice. Elise is a passionate and creative family law attorney who has lived the life you're living now, juggling the endless tasks of a lawyer and law firm owner while dreaming of something better. She grew her firm from six figures to multiple seven figures, navigating the pandemic and intentionally scaling back to ensure the firm operates with healthy numbers and a culturally aligned team. WHAT'S COVERED IN THIS EPISODE ABOUT BUILDING A PROFITABLE LAW FIRM WITHOUT BURNING OUT YOUR TEAM Most law firms measure success by billable hours and revenue growth. But what if the path to profitability runs through shorter workweeks, lower billable targets, and generous budgets for client gifts? Elise Buie grew a family law practice from six figures to multiple seven figures while implementing policies that sound counterintuitive. Attorneys bill around 1,200 hours annually. Paralegals work 30-hour weeks while getting paid for 40. Team members receive bonuses for "unreasonable hospitality" rather than billing more hours. The firm maintains 30% profit margins with a three-times return on investment per employee, proving that you don't need to run your team into the ground to build a successful practice. In this episode of The Lawyer's Edge podcast, Elise Holtzman speaks with Elise Buie about building a profitable law firm without sacrificing what matters most, including how to delegate effectively, why emotional intelligence is critical in family law, and what it really takes to create a culture where people bring their best selves to work. 2:32 - Rebuilding after Hurricane Katrina and how COVID tested the firm 5:39 - What unreasonable hospitality means and why it matters 8:49 - Why the firm bonuses people for client delight, not billable hours 11:48 - Hiring for alignment and emotional intelligence 13:30 - Why the firm turns away most applicants to find the right fit 16:56 - How the firm stays profitable with attorneys billing 1,200 hours a year 18:09 - Running the business by the numbers while keeping reduced hours 21:30 - Where the business knowledge came from (hint: lots of studying) 23:04 - Why daily data dashboards reveal problems before they become crises 26:14 - Why delegated work doesn't have to be perfect to be valuable Mentioned In Scaling With Soul: Building a Profitable Law Firm Without Burning Out Your Team Unreasonable Hospitality by Will Guidara Elise Buie Family Law Group | LinkedIn Elise Buie on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Ryan Kimler is the founder of Net Profit CFO and host of the Net Profit Podcast. He and his team help law firm owners understand their numbers, make better business decisions, and build more profitable and sustainable practices by using accounting and finance to give firm leaders clear information they can act on, so their businesses stay financially healthy and have the resources to grow. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM PROFITABILITY Law school teaches lawyers how to practice law, not how a law firm makes money. Many attorneys work hard, bill hours, build relationships, and still don't really know how the business side works. The truth is, partners and firm leaders usually want younger lawyers to understand this—they just don't always talk about it unless someone asks. When you understand how the money moves through a firm, everything gets clearer. You can see what makes a matter profitable, what slows things down, and how your work contributes to the bigger picture. It also gives you insight into the decisions that drive compensation and advancement. In this episode of The Lawyer's Edge, Elise talks with fractional CFO Ryan Kimler about the business of law and why every lawyer should understand it. They break down how law firms actually make profit, why busy doesn't always mean profitable, how pricing and staffing decisions affect results, and how lawyers at every level can use financial information to make smarter choices about their careers. 2:18 – Why good legal work doesn't automatically translate into compensation 4:12 – The silent profit killers: time leakage, realization, and collection rates 8:26 – Two lawyers bill the same hours. One generates more profit 12:13 – Lawyers get promoted into leadership without ever learning the business of law 15:02 – Why firm leaders are relieved when associates ask how the business works 18:16 – What financially healthy firms track that struggling firms ignore 21:17 – Lawyers lose money doing their own admin work instead of delegating 27:21 – A simple way to know when it is time to hire help 30:39 – The pricing mistake that leaves money on the table at many firms 35:20 – Ryan's biggest advice for lawyers who want to earn more MENTIONED IN MONEY MATTERS: WHAT EVERY LAWYER SHOULD KNOW ABOUT LAW FIRM PROFITABILITY Net Profit CFO | LinkedIn Ryan Kimler on LinkedIn The Net Profit Podcast Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Dusty Holcomb is the Founder and CEO of The Arcqus Group, an executive coaching and leadership consulting firm that helps leaders connect purpose to performance through clarity, consistency, and accountability. With a background that spans senior leadership, operations, and culture building, Dusty works with executives and their teams to unlock potential and lead with intention. Before founding The Arcqus Group, Dusty served as CEO of National Car Rental and Alamo Rent A Car, where he led thousands of employees across North America. He holds an MBA from Auburn University and completed the Advanced Management Program at Northwestern University's Kellogg School of Management. A member of the National Association of Corporate Directors, the Private Directors Association, and YPO, Dusty also serves on multiple private and nonprofit boards and is a five-time Ironman finisher. WHAT'S COVERED IN THIS EPISODE ABOUT EFFECTIVE LAW FIRM LEADERSHIP When people don't understand why their work matters or how it connects to where the firm is going, they show up differently. They do what's required but not much more. And that gap between doing the minimum and bringing your best? That's discretionary effort. Law firm leaders deal with this all the time. You've got talented people who care about their work, but they're buried under billable hours and competing priorities. It's difficult to step back and create the clarity that actually helps people engage. In this episode of The Lawyer's Edge, Elise talks with executive coach Dusty Holcomb about practical ways to lead more intentionally. Dusty shares five questions that help leaders connect their teams to purpose and vision and explains why you have to repeat key messages far more often than feels comfortable. They also dig into how to shift from constant reaction mode to intentional leadership and what it really takes to lead yourself before you can effectively lead others. 4:52 — Why leadership is influence, not authority, and why it starts with leading yourself first 8:07 — The five questions that help leaders bring purpose and clarity to their teams 11:36 — How simplifying expectations keeps people focused and accountable 15:10 — The role of consistency and repetition in creating alignment and culture 19:24 — Shifting from reactivity to intentional leadership and controlling your calendar before it controls you 23:18 — How reflection and planning build self-awareness and better decision-making 27:42 — When to delegate, what to let go of, and how trust frees leaders to lead 31:56 — Why discretionary effort is the measure of a healthy, engaged team 35:27 — What lawyers can learn from leadership practices outside the legal profession MENTIONED IN CONNECTING THE DOTS: HOW TO EFFECTIVELY LEAD YOURSELF AND OTHERS The Arcqus Group Dusty Holcomb on LinkedIn 10x Is Easier Than 2x by Dan Sullivan and Dr. Ben Hardy Chick-fil-A's "My Pleasure" Example Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Vicki Odette is a Partner at Haynes Boone, an Am Law 100 firm with more than 700 lawyers across 19 offices worldwide. Based in Dallas, she serves on the firm's Executive Committee and is Global Chair of the Investment Management Practice Group. Her practice focuses on advising fund sponsors and investors on structuring and negotiating private equity, hedge fund, and venture capital investments, as well as complex partnership and joint venture arrangements. Vicki also counsels ultra high net worth individuals and families with assets exceeding $1 billion on business planning for family offices and their investments. In 2024, the Minority Corporate Counsel Association honored Vicki with its Rainmakers Award, recognizing her as one of the profession's leading business developers and client relationship leaders. WHAT'S COVERED IN THIS EPISODE ABOUT BECOMING A RAINMAKER For some lawyers, business development feels like a mystery, something reserved for extroverts or senior partners with decades of connections. Vicki Odette proves that's a myth. From her earliest years in practice, she treated business development as part of the job, not an afterthought. By asking questions, watching what successful partners did, and trying her own experiments, she built a network rooted in trust instead of transactions. In this episode of The Lawyer's Edge, Elise Holtzman and Vicki Odette talk about what it really takes to become a rainmaker. They highlight the patience, persistence, and consistency that separate future rainmakers from frustrated associates. They also share how finding strategies that fit your personality can lead to something even more valuable than clients, genuine control over your career. 2:35 – Starting business development early and laying the groundwork for future clients 4:31 – Learning by observing successful partners and adapting their strategies 5:49 – Overcoming intimidation and finding networking tactics that feel authentic 7:59 – Why introverts can excel at business development 11:03 – The personal and professional rewards of long-term client relationships 13:19 – How business development creates autonomy, leadership, and compensation growth 15:07 – Making clients feel like a top priority through proactive communication 17:35 – Anticipating client needs and cross-selling across practice areas 19:34 – Why small roundtables and intimate events outperform large networking mixers 22:58 – Handling rejection, asking for feedback, and using lost pitches as data 25:00 – Navigating bias and maintaining confidence in male dominated rooms 26:53 – Gender differences in rainmaking styles and how women can own their strengths 29:17 – Practical advice for young lawyers beginning their business development journey 32:37 – The overlooked key to client loyalty is caring about their business beyond the matter MENTIONED IN HOW LEADING RAINMAKERS PLAY THE LONG GAME IN BUSINESS DEVELOPMENT Haynes Boone | LinkedIn Vicki Odette on LinkedIn Minority Corporate Counsel Association (MCCA) Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Beth Huffman has more than 40 years of experience in communications, media, and marketing. After two decades as a reporter, she spent the next 20 years helping major law firms, legal organizations, and global clients create strategic narratives that elevated their reputations and work. She served more than a decade at Dechert and later as head of marketing at Nelson Mullins before returning to Pennsylvania to join Poston Communications as Vice President. Today, Beth works with firms across the country to strengthen visibility, reputation, and client relationships through thoughtful communications strategies. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM HOLIDAY GIFTING Holiday gift giving isn't something we usually talk about here, but it comes up every year for firms of every size. You want to show clients and friends of the firm that you appreciate them, and you want to stay connected in a meaningful way. The challenge is that what seems simple at first can raise questions about timing, budget, logistics, and even ethics. Cards and gifts can be a great opportunity to build relationships, but they can also backfire if they're rushed or impersonal. From digital vs. paper cards to whether a bottle of wine is really the best idea, small decisions can make a big difference. In this episode of The Lawyer's Edge, Elise Holtzman talks with Beth Huffman about how law firms can get holiday gifting right. They cover why planning ahead matters, how to choose thoughtful options that reflect your clients, and what to do to avoid common missteps while keeping the process simple and impactful. 2:52 - The surprising headaches of holiday cards and how to avoid them 4:23 - Why one-size-fits-all gifts don't work (and what to do instead) 5:46 - Navigating hybrid and remote client addresses during the holidays 7:28 - Logistics gone wrong: shipping delays, customs, and alcohol restrictions 11:09 - How firm size shapes the gifting process (and who usually gets stuck with it) 12:33 - Digital vs. paper cards: what works best for different clients 13:47 - Creative alternatives to traditional gifts, from Thanksgiving pies to team lunches 16:55 - Making gifts personal without crossing professional lines 18:45 - Common pitfalls with branded items and how to avoid conflicts 19:48 - Why gifts don't have to wait until the holidays to make an impact 21:18 - Setting budgets and expectations around client gifts 23:13 - Using CRMs and simple systems to track client preferences year after year 25:19 - Regional and repeatable gift ideas that clients actually remember 27:06 - The most obvious - but most overlooked - tip for client appreciation MENTIONED IN HOLIDAY GIFTING FOR LAW FIRMS: AVOIDING PITFALLS AND MAKING IT PERSONAL Poston Communications Beth Huffman on LinkedIn "The Holiday Gifting Dilemma: How Law Firms Can Get Gratitude Right," The Legal Intelligencer PR: Building a Firm Store for Swag, Gifts and Giveaways Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Tina Solis is a partner at Nixon Peabody. She has built a national practice advising lawyers and law firms on high-stakes professional and business transitions. She's particularly known for representing individual attorneys and groups making lateral moves, helping them navigate complex partnership agreements, fiduciary obligations, and departure issues to protect their interests and minimize risk. In addition to her lateral move work, Tina counsels firms on partnership disputes, mergers, succession planning, and dissolutions, drawing on her deep experience to guide clients through sensitive and often high-pressure situations. She also leads the firm's Financial Institutions & Banking Disputes team, which represents institutions and individuals in a full range of civil litigation, enforcement matters, Financial Industry Regulatory Authority (FINRA) arbitrations, and compliance investigations on issues such as consumer protection, fair lending, anti-money laundering, and violations of fiduciary duties. WHAT'S COVERED IN THIS EPISODE ABOUT SUCCESSFUL LATERAL MOVES Making a lateral move can be one of the most exciting—and stressful—decisions in a lawyer's career. Yet many attorneys focus on the end result, like a new role or better opportunities, without carefully mapping out the steps to get there. Missteps happen more often than you'd think, and the consequences can be severe, from forfeiting significant compensation to facing contempt charges. From understanding partnership agreements to timing the transition, there are key considerations that can make the difference between a smooth move and a difficult one. In this episode of The Lawyer's Edge podcast, Elise speaks with Tina Solis about why it's essential to approach a lateral move with the same care and planning you'd devote to a major client matter. Tina shares practical advice on how to prepare, avoid common missteps, and make informed decisions that protect your reputation, relationships, and future success. 1:51 - Current market overview for lateral moves post-COVID 5:41 - Timing and financial considerations before changing firms 10:18 - Four common reasons for transitioning to another firm 15:34 - How to prepare and do your due diligence before moving 19:24 - Professionalism and preserving your reputation when leaving 22:26 - What to consider with your new firm 23:59 - Common mistakes lawyers make during transitions 32:35 - Frequency and nature of lateral moves today 36:24 - Key advice for successfully making a lateral move MENTIONED IN THE LATERAL PLAYBOOK: WHAT LAWYERS NEED TO KNOW BEFORE CHANGING FIRMS Nixon Peabody LLP | LinkedIn | Instagram | Twitter/X Connect with Tina on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Charlie Jimerson is the founder and CEO of Jimerson Birr, a Florida-based business law firm with a national reputation for litigation, regulatory, and transactional work. He's also a U.S. Air Force veteran, a board-certified construction law attorney, and a widely recognized leader in the legal and business communities. Under his leadership, the firm has been repeatedly honored for its workplace culture, growth, and client service while representing various businesses of all sizes and scales as their go-to counsel for legal matters and comprehensive legal expertise, both inside and outside the courtroom. From drafting and enforcing contracts, providing grounded executive-level advice, and collecting money owed, Charlie's extensive experience spans all phases of litigation, including alternative dispute resolution, settlement negotiations, and complex commercial cases. His career is distinguished by a rich tapestry of accomplishments that mirror his unwavering commitment to securing favorable outcomes for his clients and reflect a focus on service, quality, and results. Prior to founding Jimerson Birr, Charlie honed his skills and expertise at prominent Jacksonville-based commercial litigation and construction law boutique law firms. He currently resides in Ortega with his wife, Ashley, their two children, and their Italian Greyhound dog, Olive. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM GROWTH As a young lawyer, Charlie Jimerson had his pick of opportunities and began his career at a traditional Biglaw firm. But it didn't take long for him to feel disenchanted with what he saw—an industry clinging to outdated models that didn't truly serve clients. Not even four years into practice, Charlie founded Jimerson Birr as a values-driven law firm committed to doing things differently. He believed law firms could grow by focusing on service, quality, and results instead of billable hours and burnout. That conviction shaped his approach to building a practice centered on client needs, predictable pricing, and strong culture. By replacing outdated habits with clear processes and accountability, Charlie set out to prove that sustainable growth is possible without sacrificing relationships or outcomes. In this episode of The Lawyer's Edge podcast, Elise talks with Charlie about how rethinking the billable hour can fuel law firm growth. He shares how subscription pricing and disciplined processes create more value for clients, how AI can enhance efficiency without replacing human judgment, and why culture and leadership are essential to long-term success. Charlie also explains why he sees pressure as a privilege and why "the way it's always been done" is the most dangerous mindset holding firms back. 2:06 - The inspiration for Jimerson Birr's founding and identity 5:21 - Problems with the billable hours model of many legal organizations 9:12 - What's necessary for the legal industry to start retreating from the billable hour crutch 14:37 – Value-based and subscription pricing around four core areas and three package tiers 21:15 – Why there should still be room made for the billable hour when necessary 24:56 - Three biggest things learned from client surveys that impacted changes within the firm 27:43 - How Charlie uses AI to enhance his organization's practice 32:20 - Hiring principles and cultural philosophy of Jimerson Birr 34:45 – Why Charlie views pressure as a privilege and its impact on his choices 37:28 - Essentials to focus on and the mentality law firm leaders need to reject so the industry can evolve MENTIONED IN RETHINKING THE BILLABLE HOUR FOR SUSTAINABLE LAW FIRM GROWTH Jimerson Birr | LinkedIn | Facebook | Instagram | Youtube Follow Charlie B. Jimerson on LinkedIn Process! How Discipline and Consistency Will Set You and Your Business Free by Mike Paton and Lisa González Books by Gino Wickman Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE... Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Jeffrey Bast is a nationally respected attorney with over 30 years of experience in insolvency and commercial litigation. He represents debtors, creditors, trustees, and business stakeholders in workouts, reorganizations, and bankruptcy-related litigation, with a strong focus on avoiding bankruptcy when possible and guiding clients through complex financial transactions and restructuring. Jeff completed two federal bankruptcy clerkships and rose to the level of equity partner at two international law firms. He brings both legal and business acumen to each matter, with deep experience in bankruptcy sales, acquisitions, and financing. Jeff is frequently invited to speak and has been consistently recognized by Chambers USA, Best Lawyers in America, Florida Super Lawyers, Martindale-Hubbell, and the South Florida Legal Guide. Brett Amron is a nationally recognized litigator with over 25 years of experience in complex business and bankruptcy litigation, representing fiduciaries, trustees, creditors, and companies in high-stakes matters. A pioneer in utilizing contingency fee structures in insolvency cases, Brett has secured tens of millions of dollars in recoveries for creditors. He served as a prosecutor and later as a partner in a major bankruptcy litigation group. Brett is consistently recognized by Chambers USA, Best Lawyers in America, Florida Super Lawyers, and the National Law Journal. He also serves on committees for the ABA and Federal Bar Association. Together, Jeff and Brett are the founding partners of Bast Amron LLP, a nationally recognized boutique law firm based in Miami, Florida. The firm focuses on commercial litigation, insolvency, bankruptcy, and related business disputes, representing debtors, creditors, fiduciaries, and trustees in complex matters nationwide. WHAT'S COVERED IN THIS EPISODE ABOUT BUILDING A LAW FIRM PARTNERSHIP THAT LASTS Jeff and Brett didn't know each other when they each launched solo practices in 2008. By 2009, they had formed a partnership that has now lasted 16 years. What started as two lawyers drinking from a firehose during the financial crisis became something much bigger—a thriving law firm with a national reputation. Along the way, they've built a resilient firm culture, navigated economic cycles, and adapted to a shifting legal market. Their approach to law firm leadership, talent retention, and long-term growth shows how intentional communication and shared values can sustain a partnership over decades. In this episode of The Lawyer's Edge podcast, Elise speaks with Jeff and Brett about the founding decisions that shaped their identity, how they've maintained trust and communication for more than 16 years, and what it takes to run a law firm partnership that's built to last. 3:07 - The founding values that have guided them for 16 years 8:07 - How they built trust when they barely knew each other 14:25 - The weekly communication rituals that keep them aligned 16:20 - Being open to conversations and opportunities for growth 20:00 - Learning to run a business through EO, the Entrepreneurs' Organization 22:49 - Core drivers for evaluating opportunities and staying focused 24:18 - The culture they're passionate about protecting 28:54 - Their "hire slow, fire fast" approach to talent 34:33 - Lessons about staying resilient through changing markets 39:59 - Why they still feel like they're building a startup after 16 years 43:08 - The genesis of their podcast and the Business Advantage Forum 47:53 - Brett's advice on patience and listening 48:34 - Jeff's philosophy on trust as the foundation of leadership MENTIONED IN BUILDING A LAW FIRM PARTNERSHIP THAT LASTS Bast Amron LLP The Practice Podcast Entrepreneurs' Organization (EO) Managing Partner Forum Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE... Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Ken Vrana is a Senior Director at Western Alliance's Juris Banking Group. He specializes in crafting customized capital solutions for law firms, alternative legal service providers, and legal tech companies. With a deep expertise in complex banking relationships, he provides his clients with in-depth guidance on operating and fiduciary account setup and ongoing management, including advising on fraud mitigation tactics, advanced payables, and receivable services to streamline overall firm operations. With over two decades of banking experience, Ken serves as a trusted advisor to stakeholders across the legal community and regularly leverages his extensive network to build meaningful connections. His unmatched dedication to navigating clients' transactional and credit banking needs with ease underscores his long-standing commitment to legal professionals nationwide. Prior to joining Western Alliance, he had significant tenures at Capital One and Citizens Bank, where he helped clients optimize their operations, drive growth, and enhance profitability. Ken received his Bachelor of Arts from Mount Saint Mary College. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM BANKING AND FINANCIAL STRATEGY Most lawyers master the practice of law but struggle with the business side. From managing cash flow to protecting client funds from cybercrime, the financial realities of running a law firm present challenges most lawyers were never trained to handle. Ken Vrana works specifically with law firms to help them make smarter financial decisions and avoid common pitfalls. He sees firsthand how smaller firms are often targeted by fraudsters because they lack the robust protection systems of larger firms, and how many firms leave money on the table by not optimizing their payment processes or banking relationships. From startup firms hanging their shingle to established practices pursuing growth through mergers, Ken shares practical insights on choosing the right banking partners, setting up proper fraud protection, and why the relationship with your banker might be more important than you think. In this episode of The Lawyer's Edge podcast, Elise Holtzman speaks with Ken about protecting your firm's funds, streamlining cash flow, and why treating your banker as a trusted advisor could be one of the smartest business decisions you make. 1:51 - Banking challenges facing large and smaller firms 6:23 - The benefits of using specialized legal banking over a local bank branch 9:43 - Common mistakes by law firms in their banking and financial management choices 14:52 - Guidance for new law firms to start on a solid footing with legal banking 19:21 - Why legal banks like Juris see startup firms as valuable clients 21:56 - Considerations for law firms pursuing growth 23:53 - Culture mismatches as a leading cause of merger failures 27:17 - Players who should be involved in your firm's growth or merger 29:53 - Reasons for having multiple banking relationships 32:19 - The importance of regularly re-evaluating if a banking relationship is a good fit 35:40 - Large firms' lack of immunity to financial management problems, despite having more resources 37:24 - The value of banking relationships and understanding their importance MENTIONED IN BANKING AND FINANCIAL STRATEGY FOR LAW FIRMS THAT WANT TO GROW Connect with Ken on LinkedIn Western Alliance Bank | LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE… Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.