In this enlightening episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, we delve into the experiences of Alayna, a dedicated lawyer transitioning to virtual client consultations with diverse needs  . Despite her initial challenges, Alayna successfully engaged clients with guidance from Ali, turning obstacles into opportunities for deeper connection and understanding. Together, they refined her approach, emphasizing effective communication strategies and the importance of adapting to clients' needs, even in a virtual setting.

Key Takeaways:

• Virtual Engagement Tips: Learn practical techniques for connecting with clients and demonstrating care in virtual meetings.
• Multilingual Planning: Discover the importance of language skills and cultural sensitivity in client interactions, especially when dealing with diverse communities.
• Visual Aids for Clarity: Understand the benefits of having clients actively participate by writing down key points during consultations.
• Follow-up Strategies: Gain insights into scheduling follow-ups immediately to maintain client engagement and decision momentum.
• Client-Centered Approach: Explore the value of focusing on clients' needs and preferences to ensure their concerns are addressed effectively.

Alayna’s journey highlights the potential of virtual meetings and the importance of flexibility and client-centered strategies in building a successful legal practice.

1:04 Alayna shares her experience with her first few virtual family wealth planning sessions, noting the increased difficulty of connecting virtually compared to in-person meetings.

03:05 Ali praises Alayna for her bilingual skills and highlights the challenges of conducting complex, multi-generational, and multi-language sessions.

06:42 Ali advises Alayna on an alternative approach for the next session, suggesting she have clients write down important points to ensure engagement and understanding.

08:21 Alayna regrets not scheduling a follow-up meeting immediately after the initial session, realizing it would have facilitated a quicker decision-making process.

10:04 Ali encourages listeners to use simple, traditional tools like paper and pen during virtual sessions to foster better client engagement, instead of relying on advanced technology.