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Retaining Clients Across Generations

Retaining Clients Across Generations


Finding and retaining clients is a critical skill for successful law firm attorneys of every generation, including Baby Boomers, Gen Xers, and Millennials. While most law firm leaders and relationship partners are currently Boomers and Gen Xers, more Millennials are making partner and firm clients are increasingly younger Gen Xers and Millennials. To remain profitable, firms must effectively address the different attitudes and preferences of all of their clients, regardless of generation. In this highly interactive presentation, Phyllis Weiss Haserot, President of Practice Development Counsel, will moderate a discussion of professionals who will address:

  • The compelling business case for a multi-generational approach
  • The assets each generation brings to business development and client retention
  • Tips and take-aways for building great relationships with clients of different generations


Amisha R. Patel, Esq., Dechert, LLP

Phyllis Weiss Haserot, Practice Development Counsel, President

Eileen M. Overbaugh, Esq., Lowenstein Sandler LLP

Registrants for this program receive a 20% discount off of Phyllis Weiss Haserot's book, Embrace GENgagement using promo EMGNYA upon checkout. 

Section Member Price: $40.00 Join (or renew) for special member pricing
Non-Member Price: $100.00
Published Date:
  • June 10, 2021
  • Online On-Demand
Product Code:
  • VKS91
Areas Of Professional Practice Credit(s):
  • 1.5
Total Credit(s):
  • 1.5