Communication is key to most successful interactions. It is especially important when your attorney is charging hourly rates, or more importantly, trying to distill all necessary information from you in order to best represent you and your interests. Face to face meetings are a rewarding and essential part of the attorney client relationship. In person interaction develops the bond that breeds the trust necessary for open and clear communication to take place and move a founder or business owner toward their goals.
As attorneys, we are counselors, but we are constrained by time when meeting with our clients. First and foremost, we respect our client’s time, but even if we spent an entire afternoon with a client, effective communication requires both time and thought. Unclear communication can cloud the attorney client relationship and impede our efforts. The best thing we can do, and our clients can do, to prepare for any meeting is to think about the meeting and what we want from it.
So how do we prepare? How should you prepare? Beforehand, dedicate time to thinking about the upcoming meeting. Clarity around the following questions helps us, your attorneys, zero in on what we need in order to better understand your needs.
- What do you care about most? Write down what you really value.
- What is your goal? Do not try to create a laundry list, but try and clearly describe the goal that you need help on from the person you are meeting.
- What are your biggest threats around that goal? Again, no laundry list needed, just try and narrow it down to the key threats and try to identify what is keeping you from accomplishing your goal.
Answering these 3 simple questions will not only help you prepare the development of your better communication in any meeting, but also helps us, as your advisors, focus on where and how to guide our strategy. Taking quiet time and space to prepare for meetings is important because communication is the foundation of relationships. It not only gives you clarity, but helps us better understand your needs, and better cue in on what questions to ask, and information to seek. Through these efforts we aim to understand your needs, and best serve you.
Written by: Santiago Diaz