For successful attorneys with a strong drive and desire to grow their book of business to reach and exceed the $1M level.
Eventbrite link: https://EsquireRoundtableApril32026.eventbrite.com
Zoom Link: https://us06web.zoom.us/j/2642502750
Meeting ID: 2642502750
Growth-focused attorneys will participate in structured discussions centered on the fundamentals of building a strong book of business. Topics include prospecting strategies, referral development, client follow-up systems, activity tracking, accountability, and practical tools that drive consistent results.
Each 60-minute session offers a focused forum to identify roadblocks, refine strategies, exchange non-confidential best practices, and create intentional referral and introduction opportunities. ERT is specifically designed for attorneys currently producing less than $1M annually who are committed to building toward that milestone and want clear strategies, real accountability, and meaningful connections—without spending time in unproductive networking groups.
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.
Our topic and theme for the month of April:
Relationship Development with Clients. Generating Referrals from Clients to New Prospective Clients
Our Agenda:
1. Introductions including the strengths of each attendee in Relationship Development with Professionals. Generating Referrals from Professionals to New Prospective Clients.
2. Stories and confessions of negative decision examples, mistakes and challenges related to Relationship Development with Professionals. Generating Referrals from Professionals to New Prospective Clients.
3. Recommendations, advice, and action planning for more successful Relationship Development with Professionals. Generating Referrals from Professionals to New Prospective Clients
4. Review and plan to help each other with introductions and one-on-one meetings.
Our Purpose:
To build strong business relationships, share practical ideas, and create a solid foundation for professional referrals—specifically for attorneys who are growing their book of business toward the $1M milestone.
Our Vision:
A dynamic, ethical, and growth-focused group of attorneys committed to open and practical discussions. Each attendee will leave every meeting with at least one actionable idea, a new connection, or an introduction to a prospective client or referral source that supports their path to $1M+ in annual production.
Our Mission:
To intentionally share who we are, our business goals, and proven best practices for building a stronger practice—while actively helping one another make meaningful connections that drive growth.
Our Goal:
To grow the group organically by inviting trusted and respected attorneys who are serious about developing their practice and contributing to a supportive, results-oriented referral network.
Our Diversity:
We are a multifaceted group of attorneys across various practice areas and experience levels. This diversity of perspectives, industries, and ideas creates richer discussions, broader referral opportunities, and stronger collaboration.
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.
For successful attorneys with a strong drive and desire to grow their book of business to reach and exceed the $1M level.
Eventbrite link: https://EsquireRoundtableApril32026.eventbrite.com
Zoom Link: https://us06web.zoom.us/j/2642502750
Meeting ID: 2642502750
Growth-focused attorneys will participate in structured discussions centered on the fundamentals of building a strong book of business. Topics include prospecting strategies, referral development, client follow-up systems, activity tracking, accountability, and practical tools that drive consistent results.
Each 60-minute session offers a focused forum to identify roadblocks, refine strategies, exchange non-confidential best practices, and create intentional referral and introduction opportunities. ERT is specifically designed for attorneys currently producing less than $1M annually who are committed to building toward that milestone and want clear strategies, real accountability, and meaningful connections—without spending time in unproductive networking groups.
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.
Our topic and theme for the month of April:
Relationship Development with Clients. Generating Referrals from Clients to New Prospective Clients
Our Agenda:
1. Introductions including the strengths of each attendee in Relationship Development with Professionals. Generating Referrals from Professionals to New Prospective Clients.
2. Stories and confessions of negative decision examples, mistakes and challenges related to Relationship Development with Professionals. Generating Referrals from Professionals to New Prospective Clients.
3. Recommendations, advice, and action planning for more successful Relationship Development with Professionals. Generating Referrals from Professionals to New Prospective Clients
4. Review and plan to help each other with introductions and one-on-one meetings.
Our Purpose:
To build strong business relationships, share practical ideas, and create a solid foundation for professional referrals—specifically for attorneys who are growing their book of business toward the $1M milestone.
Our Vision:
A dynamic, ethical, and growth-focused group of attorneys committed to open and practical discussions. Each attendee will leave every meeting with at least one actionable idea, a new connection, or an introduction to a prospective client or referral source that supports their path to $1M+ in annual production.
Our Mission:
To intentionally share who we are, our business goals, and proven best practices for building a stronger practice—while actively helping one another make meaningful connections that drive growth.
Our Goal:
To grow the group organically by inviting trusted and respected attorneys who are serious about developing their practice and contributing to a supportive, results-oriented referral network.
Our Diversity:
We are a multifaceted group of attorneys across various practice areas and experience levels. This diversity of perspectives, industries, and ideas creates richer discussions, broader referral opportunities, and stronger collaboration.
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.
Good to know
Highlights
- 1 hour
- Online