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Winning Legal Pitches: How to Engage, Connect, and Retain Clients

Transform legal pitches from self-promotion to client-centered conversations that build trust and lasting relationships through active listening.
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2025-07-17 13:00:00

Andy Seidel

Seyfarth Shaw LLP

Ryan McKeen

Best Era, LLC

View speakers

Program Details

2025-07-17 13:00:00

2025-07-17 13:00:00

2h CLE Credits

2025-07-17 13:00:00

See credits by state

Andy Seidel

Seyfarth Shaw LLP

Ryan McKeen

Best Era, LLC

View speakers

Program Details

2025-07-17 13:00:00

Program Details

2025-07-17 13:00:00

Over 1,000+ webinars

2025-07-17 13:00:00

Course Overview

Client-Centered Pitching and Relationship Building

2025-07-17 13:00:00

Participants will learn to shift from self-promotional pitching to client-focused conversations that build trust. These techniques position attorneys as problem-solving partners who earn long-term client relationships.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Client Psychology
Understanding why traditional sales tactics fail and how trust-building differs from selling.
02
Emotional Intelligence
Reading body language, tone shifts, and emotional cues to adapt pitch conversations effectively.
03
Strategic Preparation
Researching client pain points and tailoring messages to align with business challenges.
04
Pitch Materials
Creating customized, client-focused content that enhances conversation rather than replacing it.
05
Active Listening
Techniques for collaborative dialogue where clients talk eighty percent of the time.
06
Relationship Building
Systematic follow-up strategies and long-term approaches for sustained client retention.

Program schedule

clock 1:00 pm - 2:00 pm EST

Shifting to Client-Centered Pitching Strategies

This session explores why traditional sales tactics fail in legal business development and how emotional intelligence drives client acquisition. Attendees will learn to identify client pain points, ask strategic questions, and create customized pitch materials that facilitate meaningful conversations rather than one-sided presentations.

Andy SeidelAndy Seidel
Ryan McKeenRyan McKeen
clock 2:10 pm - 3:10 pm EST

Building Relationships Through Collaborative Client Conversations

This session focuses on positioning yourself as a problem-solving partner through active listening and strategic questioning techniques. Participants will discover how to showcase expertise without bragging, develop long-term relationship strategies, and avoid common pitching mistakes that undermine trust and engagement.

Andy SeidelAndy Seidel
Ryan McKeenRyan McKeen
Andy Seidel

Andy Seidel

Seyfarth Shaw LLP

Ryan McKeen

Ryan McKeen

Best Era, LLC

Andy Seidel

Andy Seidel

Seyfarth Shaw LLP

Andy Seidel is a Marketing and Business Development Manager at Seyfarth Shaw LLP, where he works closely with attorneys to define and execute business development strategy with a client-centric lens, including developing pitches, responding to RFPs, and crafting client engagement initiatives.

Experience

Prior to joining Seyfarth, Andy spent several years on the global pitch and proposal team at Latham & Watkins. Before his time in legal marketing and business development, he spent nearly a decade working in the hospitality industry, including as the General Manager of a historic hotel in Massachusetts, and as the Director of Corporate Development for a family office invested in historic hotels across New England.
Ryan McKeen

Ryan McKeen

Best Era, LLC

Ryan McKeen is a co-founder of Best Era, LLC with over 18 years in trial and litigation experience. His extensive background as a lawyer and law firm owner drives his commitment to helping the legal community thrive.

Recognition & Leadership

Co-authored the best-selling books 'Tiger Tactics: Powerful Strategies for Winning Law Firms' and 'CEO Edition.' Firm recognition includes membership in the Multi-Million Dollar Advocates Forum, repeated honors as an Inc. 5000 firm, Hartford Business Journal recognized Connecticut Trial Firm as the third best place to work in Connecticut in 2023 and 2024, and Law Firm 500 listed them as the tenth fastest growing firm in the U.S.

Experience

Over 18 years in trial and litigation, led the Connecticut Trial Firm to significant achievements including a landmark $100 million jury verdict. Regularly speaks at national legal conferences on topics including innovative marketing, artificial intelligence, law's future, and effective management.
Andy Seidel

Andy Seidel

Seyfarth Shaw LLP

Andy Seidel is a Marketing and Business Development Manager at Seyfarth Shaw LLP, where he works closely with attorneys to define and execute business development strategy with a client-centric lens, including developing pitches, responding to RFPs, and crafting client engagement initiatives.

Experience

Prior to joining Seyfarth, Andy spent several years on the global pitch and proposal team at Latham & Watkins. Before his time in legal marketing and business development, he spent nearly a decade working in the hospitality industry, including as the General Manager of a historic hotel in Massachusetts, and as the Director of Corporate Development for a family office invested in historic hotels across New England.
Ryan McKeen

Ryan McKeen

Best Era, LLC

Ryan McKeen is a co-founder of Best Era, LLC with over 18 years in trial and litigation experience. His extensive background as a lawyer and law firm owner drives his commitment to helping the legal community thrive.

Recognition & Leadership

Co-authored the best-selling books 'Tiger Tactics: Powerful Strategies for Winning Law Firms' and 'CEO Edition.' Firm recognition includes membership in the Multi-Million Dollar Advocates Forum, repeated honors as an Inc. 5000 firm, Hartford Business Journal recognized Connecticut Trial Firm as the third best place to work in Connecticut in 2023 and 2024, and Law Firm 500 listed them as the tenth fastest growing firm in the U.S.

Experience

Over 18 years in trial and litigation, led the Connecticut Trial Firm to significant achievements including a landmark $100 million jury verdict. Regularly speaks at national legal conferences on topics including innovative marketing, artificial intelligence, law's future, and effective management.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.4
IA2.0
ID2.0
IL2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WV2.4
WY2.0

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1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
2 General
Alaska
Approved
2 General
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Arizona
Approved
2 General
Arkansas
Approved
2 General
California
Approved
2 General
Colorado
Pending
2 General
Connecticut
Approved
2 Ethics / Professionalism
Delaware
Pending
2 General
District of Columbia
No Required
2 CLE Hour(s)
Florida
Approved
2 General Hours
iReceive CLE credit in Florida via Attorney Submission.
Georgia
Approved
2 General
Hawaii
Approved
2.4 General
Idaho
Pending
2 General
Illinois
Approved
2 General
Iowa
Pending
2 General
Kansas
Pending
2 Law Practice Management
Kentucky
Pending
2 General
Louisiana
Pending
2 Law Office Management
Maine
Pending
2 General
Maryland
No Required
2 CLE Hour(s)
Massachusetts
No Required
2 CLE Hour(s)
Michigan
No Required
2 CLE Hour(s)
Minnesota
Approved
2 General
Mississippi
Pending
2 General
Missouri
Approved
2.4 General
Montana
Pending
2 General
Nebraska
Pending
2 General
imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
Nevada
Approved
2 General
New Hampshire
Approved
120 Ethics / Professionalism minutes
iAs of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey
Approved
2.4 General
iOur programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico
Approved
2 General
New York
Approved
2 General
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Pending
2 General
North Dakota
Approved
2 General
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Ohio
Approved
2 General
Oklahoma
Pending
2.5 General
Oregon
Approved
2 General
Pennsylvania
Approved
2 General
Rhode Island
Pending
2.5 General
South Carolina
Pending
2 General
South Dakota
No Required
2 CLE Hour(s)
Tennessee
Pending
2 General
Texas
Pending
2 General
Utah
Pending
2 Professionalism & Civility
Vermont
Approved
2 Law Practice Programming
Virginia
Not Eligible
2 General Hours
Washington
Approved
2 Other (Office Management) Hours
iReceive CLE credit in Washington via attorney submission.
West Virginia
Pending
2.4 General
Wyoming
Pending
2 General

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs