Navigating Financial Conversations with Your Clients

Navigating Financial Conversations with Your Clients

Release Date: 07/12/2023
Recording Available 7-14 Days After Event Date
Format Length CLE Eligible
Video Roundtable 60 min. No

Financial discussions are an inevitable part of practicing law, but they can often be a pain point for clients and attorneys. Learn ways to get paid with confidence during this roundtable exploring how to overcome the awkwardness of talking about money with your clients. Our discussion facilitators will share strategies for a clear onboarding process that presents a strong message about costs and prices while providing options for clients in need.

  • Creating a clear process for discussing finances with clients
  • Presenting a strong value proposition to clients
  • Understanding and addressing common concerns clients have over finances

This roundtable is presented by the AILA Practice and Professionalism Center in partnership with Capital Good Fund.

This roundtable is available only to AILA members and not CLE eligible. AILA University Video Roundtables are free learning opportunities for AILA members provided via a weekly schedule of live video programming for members to come together from across the country and world to discuss hot topics and network with colleagues in the field. Video Roundtables are part of AILA University programming and each session is hosted by faculty selected for their expertise.

Ayesha Chidolue, Atlanta, Georgia

Andy Posner, CEO and Founder, Capital Good Fund, Providence RI

Lawerence Aldrick, Senior Business Development Manager, Providence, RI

The speaker's/author's views do not necessarily represent the views of AILA, nor do they constitute legal advice or representation. Practice tips provided are based on the speaker's/author's experiences and the current state of the law. Please be sure to conduct legal research and analysis for your unique situation as the law changes quickly and experiences may differ from your own.