Building Strategic Partnerships and Adding Value

This chapter explores the significance of strategic partnerships and adding value for others. Using the analogy of building a baseball team, the hosts discuss the importance of finding the best professionals in different fields to join the team and the consequences of not producing value.

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Episode notes

In this episode, Steve Fretzin and John Ross discuss:

Differentiating yourself in your marketing.
Client engagement and communication.
Networking outside of other lawyers and reciprocating referrals.
Hiring a marketer to do what you were doing to build your brand and business.

Key Takeaways:

If you’re doing the exact same thing as everyone else, you will not be noticed.
Being broke will force ingenuity. You don’t need a lot of money to get out there, get noticed by your client, and bring in those you can and want to serve.
Look for ways you and your networking partners can both benefit, even if it isn’t additional clients.
There are creative ways you can do marketing where you don’t have to spend anything (and may make money from it!) if you look for what works for your firm and not just try and do what others are doing.

"I can't go out and meet every potential client. But if I go out and meet a CPA, then I can effectively meet all of their clients. And if we have the same clients, then I'm accomplishing that goal. I can identify who else my clients were dealing with, and then go out there and meet those people, impress them, and often look for ways that I could also benefit them." — John Ross

Thank you to our Sponsors!

Overture: https://overture.law/

Moneypenny: https://www.moneypenny.com/us/

Get Visible: https://www.getvisible.com/

Episode References:

Huberman Lab: https://hubermanlab.com/

About John Ross: Raised in South Texas, John Ross graduated from San Marcos High School. He followed that with four years as a United States Marine, serving as an infantry squad leader with First Battalion Seventh Marines. Immediately after, John attended Texas State University and completed a Bachelors in Business Administration with a major in Accounting. From undergraduate, John went to Texas Tech Law School where he again graduated with honors.

Since graduating from law school, John has had a distinguished legal career handling sophisticated matters for a wide range of clients. The below list is just some of the ways he has assisted the people of Texas and Arkansas:

Designed estate planning and asset protection devices for high net-worth clients, including family limited partnerships, tax planned wills, and various trust agreements.
Successfully handled multi-million dollar contested probate matters while maintaining cordial relations among the family members.
Assisted countless families by helping them protect their life savings from nursing home costs.
Developed plans for disabled individuals, including special needs trusts, to maximize their quality of life and preserve needs resources.

Connect with John Ross:

Website: https://www.rossandshoalmire.com/

Email: john@rossandshoalmire.com

Show: https://www.bigpictureretirement.com/

YouTube: https://www.youtube.com/channel/UCC_YDQU8heNAAwC1lDnQYYg/featured

LinkedIn: https://www.linkedin.com/company/ross-&-shoalmire-llp/

Twitter: https://twitter.com/txkelderlaw

Facebook: https://www.facebook.com/rossandshoalmire/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve