The Lawyer's Edge – Details, episodes & analysis

Joshua Wurtzel is a commercial and real estate litigation partner at Schlam Stone & Dolan LLP, a Manhattan boutique law firm that represents businesses, non-profits, and individuals in complex and corporate matters. He has successfully represented public and private companies and prominent individuals in both federal and state court. With his focus on aggressive litigation and his ability to develop creative and novel solutions to complex disputes, he brings a unique, out-of-the-box perspective to his clients' most pressing legal needs.

Before joining Schlam Stone & Dolan, Josh was an associate at Weil, Gotshal & Manges LLP in its Securities Litigation and Corporate Governance group. He also previously worked as an intern for the Honorable Kiyo A. Matsumoto of the Eastern District of New York. He's a regular contributor to several legal publications (such as the New York Law Journal) and lectures on cutting-edge legal issues in the commercial real estate sector.

Bringing new clients into a law firm not only drives a law firm's growth, but can also provide you with greater professional autonomy and an increased ability to call the shots in your own career. Despite the clear benefits to becoming a consistent business developer, many lawyers don't pursue business development success or struggle to achieve it.

In this episode of The Lawyer's Edge podcast, Elise Holtzman sits down with Joshua Wurtzel, a commercial and real estate litigation partner at Schlam Stone & Dolan LLP, to discuss his experience with building a book of business. Josh shares the challenges he faced on his journey to becoming a rainmaker and explains how networking and coaching have been instrumental in refining his approach to business development, team-building, and client relationships.

2:50 - Why Josh decided to start building his book of business and the early challenges and successes he encountered

6:22 - The impact of developing his book of business on Josh's approach to client relationships

9:18 - How Josh landed his first clients and honed his networking skills

11:42 - The importance of building trust over time and different strategies for developing lasting relationships

15:22 - The business development challenges that Josh continues to focus on overcoming

18:23 - How Josh has adapted his business development strategies over time and why he prioritizes business development

25:02 - How Josh maintains the momentum of his business development efforts when immediate results don't materialize

28:07 - The importance of building a team to support business development and manage client relationships

33:59 - Advice for associates, counsel, and junior partners looking to start building their own book of business and advance in their careers

38:29 - The role of self-confidence and belief in your success as a lawyer and aspiring rainmaker

Schlam Stone & Dolan LLP | Joshua's Profile

Joshua Wurtzel on LinkedIn

Joshua Wurtzel on Instagram

Business Networking International (BNI)

USA 500 Clubs

Get Connected with The Coaching Team at hello@thelawyersedge.com

The Lawyer's Edge

Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. 

Early Bird Registration will be opening this fall for our 2025 Ignite cohorts. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Terri Adler is a visionary leader and creative attorney who focuses on the commercial real estate industry. As the Managing Partner of Adler & Stachenfeld, a boutique real estate law firm in New York City with nearly 50 attorneys, Terri has guided the firm's growth to become one of the city's leading real estate law practices.

With a wealth of experience in national and international real estate, Terri specializes in complex joint ventures and corporate real estate transactions. She is a passionate advocate for gender inclusion and mentoring women in the legal profession, helping them define and achieve their own versions of success. Terri was recently named one of Crain's New York Business Notable Women in Law for 2023, honoring her distinguished career and dedication to civic and philanthropic causes.

In an increasingly competitive legal landscape, maintaining a successful law practice requires adaptability, a strong culture, and a relentless work ethic. With law firm mergers and closures becoming more frequent, the ability to evolve is more crucial than ever to long-term success.

In this episode of The Lawyer's Edge podcast, Elise Holtzman speaks with Terri Adler about her career journey, from bucking her family's expectations for her future to founding one of New York's top boutique firms. Terri shares insights on building a resilient firm culture, promoting diversity, and leading a successful real estate practice in a rapidly changing industry. She also addresses the challenges of leadership succession and talent retention in today's legal market.

2:14 - Terri's background and career journey, from Utah to New York
7:21 - Why Terri chose real estate law and one persistent challenge in the industry
11:11 - How Terri's leadership style and reputation help her close deals quickly
16:20 - The importance of strong culture and clear values in law firms
21:33 - Leadership succession and talent development challenges in the legal profession
27:39 - Terri's thoughts on shifts in the legal industry and the impact on lawyers seeking new opportunities
30:58 - How values and purpose drive the survival of smaller law firms
35:15 - One essential lesson Terri learned as an ambitious, driven lawyer that you need to hear

Adler & Stachenfeld

Terri Adler on LinkedIn

Michael Brody-Waite

Get Connected with The Coaching Team at hello@thelawyersedge.com

The Lawyer's Edge

Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. 

Early Bird Registration will be opening this fall for our 2025 Ignite cohorts. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Lawyers frequently report that they are exhausted, overloaded, or burned out. Sound familiar?

In this episode of The Lawyer's Edge podcast, host Elise Holtzman chats with Lauren Baptiste, a burnout expert and founder of Acheloa Wellness, to delve into the all-too-common issue of burnout in the legal profession. Lauren shares how to prevent burnout as well as how to recover from it.

Learn the importance of recognizing the signs of burnout, the need for self-awareness, and the differences between coaching and therapy. Lauren will also introduce you to Ayurveda, an ancient wellness system, and discuss how it can be used to understand our unique body-mind compositions and spot early burnout indicators.

Listen in as Lauren offers practical tips, like the importance of taking breaks, especially for lunch, and striking the right balance between solitude and social interaction. She also shares why it's critical for legal professionals to prioritize self-care and seek the proper support when facing burnout. Taking care of yourself is not only crucial for personal health, but is also imperative for sustaining professional efficiency and achieving success.

2:09 - Lauren's personal experience with workplace burnout and her realization of the prevalence of burnout among colleagues.

5:23 - The prevalence of burnout in the legal profession, including long hours and unhealthy habits.

7:43 - Exploring the historical presence of burnout and the recent emphasis on addressing burnout in the legal profession.

12:07 - How to identify symptoms of burnout and distinguish between general burnout and chronic burnout.

17:33 - The importance of exploring coaching and therapy, and the severity of the issue.

22:42 - Recommendations for small, daily activities to combat burnout.

Lauren Baptiste is enhancing today's work culture with a simple strategy: prioritize well-being as the "hardest-working" professionals climb the corporate ladder. As a life coach and consultant on a mission to help women level-up at work and at home, Lauren brings more than 13 years of experience in corporate culture and workplace burnout alongside her knowledge as a practitioner of Ayurveda, hormonal health and other evidenced-based modalities. This results in clients shifting from exhausted to energetic, cynical to optimistic, and ineffective to empowered.

Acheloa Wellness | LinkedIn

Niki Schaefer | How a Stroke at 38 Changed a Lawyer's Approach to Life and Work

Get Connected with The Coaching Team at hello@thelawyersedge.com

The Lawyer's Edge

Today's episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm which has been focused exclusively on lawyers and law firms since 2008. 

Each member of The Lawyer's Edge coaching team is a trained, certified, and experienced professional coach AND either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress.

To get connected with YOUR coach, just email the team at hello@thelawyersedge.com.

Verne Harnish is the Founder and CEO of Scaling Up, a global executive education and coaching company with over 180 partners on six continents. Verne chairs the annual ScaleUp Summits and serves on several boards, including Chair of The Riordan Clinic, Co-founder and Chair of Geoversity, and Board Member of the Million Dollar Women community.

Verne is the Founder of the Entrepreneurs' Organization (EO), a peer-to-peer network for entrepreneurs with over 14,000 members worldwide. He is also a keynote speaker and the Author of multiple best-sellers, including Mastering the Rockefeller Habits and Scaling Up — which has been translated into 23 languages and won eight major international book awards.

With his most recent book, Scaling Up Compensation, Verne details the importance of mastering the art of compensation to attract, retain, and motivate talent. Although compensation is one of your largest expenses, designing an effective system can be a strategic advantage.

What are the benefits of designing a non-traditional compensation plan? How do you go about crafting a plan that's right for your business? 

Many businesses within the legal industry abide by the "you eat what you kill" motto. In addition to this, many traditional leaders are not risk-takers, which makes a compensation plan shift seem impossible. However, Verne Harnish is here to share how anyone — including lawyers — can create a fair compensation plan that will attract the right talent, retain top employees, and drive success. 

In this episode of The Lawyer's Edge Podcast, Elise Holtzman is joined by Verne Harnish, Founder and CEO of Scaling Up, and Co-hosts John Corcoran, Dr. Jeremy Weisz, Joshua Chin, and Adi Klevit to talk about designing a compensation plan that's right for your business. Verne emphasizes the importance of aligning incentives with the customers' needs, shares examples of real-life companies' non-traditional compensation methods, and discusses the steps you can take to differentiate your compensation plan.

Daniel Wiig is a sought-after attorney with demonstrated expertise in the legal, nonprofit, and academic sectors. He is also Host of the Amicus Curiae Podcast, a recently-launched series from the New York County Lawyers Association (NYCLA).

By day, Daniel is the Associate General Counsel for the City University of New York (CUNY), where he handles various legal affairs affecting the largest urban university system in the US. By night, he is Chair of the Commercial and Federal Litigation Section for the New York State Bar Association.

As someone heavily involved in various associations, committees, and in-house legal practices, Daniel has a grasp on the benefits and drawbacks when it comes to deciding if in-house or private practice lawyering is the right choice for you. Whichever path you choose, he offers this advice for young and experienced lawyers alike: be involved and efficient in your professional career, but don't overextend yourself.

With so many career-building options, it can be difficult for lawyers to decide which track to take. Should they go the in-house or private practice route? Are industry associations the right way to build a career? What associations should they join? 

Daniel Wiig is here to share how lawyers can figure out their path to improvement. According to Daniel, neither in-house nor private practice are better than the other — it all depends on a lawyer's preferences. However, joining associations can help all lawyers build their network, gain referrals, and develop a positive reputation. 

In this episode of The Lawyer's Edge Podcast,  Elise Holtzman sits down with Daniel Wiig, Associate General Counsel for the City University of New York and Chair of the Commercial and Federal Litigation Section for the New York State Bar Association. Together, they discuss how Daniel's involvement in the industry has shaped his career, the differences between in-house and private practice, and how bar associations can cater to the new generation of lawyers.

Leslee Cohen is the Founding Partner of AllRise Lawyers, a boutique law firm in Chicago founded 11 years ago that helps startups, entrepreneurs, and small businesses with their early-stage fundraises, day-to-day contract needs, and mergers and acquisitions.

Leslee has over 20 years of experience as a corporate and securities lawyer. Before co-founding her firm, Leslee spent seven years on Wall Street and 13 years at a large law firm in Chicago, where she formed and led the Women's Initiative. 

In addition to providing sophisticated legal advice at fair rates, the team at AllRise cares tremendously about each other and their clients. The firm's six lawyers are all women seizing the opportunity to do high-level legal work while continuing to be hands-on moms, daughters, sisters, wives, and friends.

What does it take to become a Rainmaker? How can you deliver value and build your book of business, even if you're just starting out?

When Leslee Cohen began developing her firm, she realized that she was not alone in her journey; many other leaders fear the challenges of building a business. Now, as a successful founder, Leslee is here to share the steps she took to overcome self-doubt and grow her firm. For Leslee, the most important ways to gain confidence and develop your business are through networking, focusing on your unique selling proposition, and getting involved in industry organizations.

In this episode of The Lawyer's Edge, Elise Holtzman is joined by Leslee Cohen, Founding Partner of AllRise Lawyers, to talk about developing leadership skills and building a book of business. Leslee shares how her firm is empowering others, advice for other lawyers looking to grow, and the best practices for delivering value to your clients. Stay tuned!

Marc Luber is the Founder of JD Careers Out There and the JD Refugee coaching program. He's also a volunteer board member for the Concern Foundation, a cancer research nonprofit. Before starting JD Careers Out There, Marc used his law background in the music industry and spent the better part of the 2000s as an attorney recruiter in Los Angeles.

JD Careers Out There is a membership site for lawyers, law students, and potential law students who want to have a career they love. As a career coach at JD Careers Out There, Marc helps unfulfilled lawyers across the US get unstuck and figure out their next career move — whether that's leaving law or staying in the profession. 

There was a time when Marc felt unsatisfied in his legal career and wanted to shift to a more creative, fulfilling approach. Now, he's helping others do the same by exploring the possibilities that can transform a career path. Using a three-step formula for career fulfillment, Marc helps navigate the challenges and frustrations that many people are facing in the legal field today. He helps them explore whether it's a time to move on, pivot, or stay the course in their careers.

Sometimes, the law industry can be ruthless. Many lawyers are burned out with the lack of feedback, the rush of the billable hour, and the thankless work that never seems to end. Instead, lawyers want more collaborative work that they can be confident in, and they want their company to invest in them. But how do you know which company will fulfill these wishes? Can you still find happiness in the law industry? 

This is where Marc Luber comes in. He has crossed paths with many unhappy lawyers and helped them explore their options, market themselves, and land a career they love. This can be a frightening process for lawyers, but it will ultimately help you attain a fulfilling career and move towards the future you envision.

In this episode of The Lawyer's Edge Podcast, Elise Holtzman sits down with Marc Luber, the Founder of JD Careers Out There and the JD Refugee coaching program. Together, they discuss why many lawyers feel unsatisfied in their work, the value of exploring a career change, and Marc's process for helping clients find the right role. Plus, Marc provides a special self-assessment questionnaire to help you figure out the right path! 

Pat Gillette is one of the country's leading experts and most sought-after speakers on gender diversity and equality. She regularly speaks at law firm retreats, conferences, ABA meetings, State Bar meetings, and industry events. Over the 40 years that Pat practiced law, she ranked as a top employment litigator and trial lawyer and was a leader and rainmaker in her firms. 

Pat's book, Rainmakers: Born or Bred, details practical tactics and strategies that can be easily implemented to enhance your business development skills. The book also includes helpful tips from rainmakers and clients across the country. 

Pat recognizes the uneven playing field for women and minorities in the legal space. That's why she co-founded the Opt-In Project — a nationwide initiative focused on changing the structure of law firms to increase the retention and advancement of women. As someone who worked her way up to become a rainmaker, Pat knows the challenges minorities face in reaching leadership positions. That's why she's dedicated to mentoring women and minorities, as well as guiding law firms in their journey to become a more diverse, inclusive, and equal workplace.

It's no secret that law industry trends are changing. People are calling on firms to take action toward gender and racial diversity and create equal opportunities for all. However, Pat Gillette says you have to go beyond training programs.

When you challenge the systemic issues, there's more opportunity for change within your organization. According to Pat, law firm leaders need to analyze how assignments are handed out, who has the lead role in trials, who gets to speak with clients, and more. So how exactly should you choose the people to be in the leadership pipeline? Traditionally, it's just a tap on the shoulder, but Pat advises that you need to cultivate a diverse pool of candidates to create visible opportunity.

In this episode of The Lawyer's Edge Podcast, Elise Holtzman talks with author, speaker, and rainmaker Pat Gillette about enacting change to elevate women and minorities in the law industry. Pat discusses the systemic challenges in the industry, how leaders can work toward a more diverse environment, and shares advice for women and minorities looking to grow as business developers. Stay tuned!

Dina Mastellone is the Partner and Chair of the Human Resources Counseling & Compliance Group at Genova Burns LLC. She is also a member of the Employment Law & Litigation and Criminal Defense, Investigations & Compliance practice groups. 

At Genova Burns LLC, Dina works with regional and national clients, counseling them on employment matters and auditing human resources policies, handbooks, and procedures. She has extensive experience training businesses on issues involving anti-harassment, diversity policy compliance, best human resources practices, hiring, and much more.

Dina has held various positions with the New Jersey State Bar Association and the New Jersey Women Lawyers Association, where she further became an advocate for mentoring and advancing women lawyers and increasing the involvement of women in professional and charitable organizations. As a leader within these associations, Dina is here to show how they can benefit lawyers at any level in their careers.

Is the bar association still relevant today? According to Dina Mastellone, there are many benefits for lawyers who get involved in bar associations. So what are these benefits, and how can they help you build your business?

For Dina, joining industry associations helped her find friends and colleagues in her field and led to some fantastic opportunities. However, you should join an organization you are passionate about; this will allow you to be fully present in your career while gaining visibility to those outside of your firm. Dina's most impactful piece of advice for lawyers? Get involved and show up, even if it scares you.

In this episode of The Lawyer's Edge Podcast, Elise Holtzman has a conversation with Dina Mastellone, Partner and Chair of Human Resources Counseling & Compliance Group at Genova Burns LLC. Dina explains why everyone should join an association, what she learned through her journey in a male-dominated field, and how lawyers can develop their reputation and build their business. Stay tuned! 

Michael DeLon is a #1 Amazon International best-selling author, business growth strategist, and marketing expert. He is the Experts Speak podcast host and the President of Paperback Expert, which helps business owners publish books that position them as experts in their field. 

In addition to his work at Paperback Expert, Michael provides marketing strategies and business growth coaching as the President of Reformational Marketing. He has been a speaker at the PILMMA Super Summit since 2015, and he is a contributor to the Law Practice Advisor website. Previously, Michael worked as the Audio Group Director for FamilyLife, where he helped the company spread its message out to thousands of people.

Michael is dedicated to connecting clients with their desired audience. Through Paperback Expert, he's helping business owners gain instant credibility, establish rock-solid client relationships, and generate more leads and referrals — without spending more money on advertising. Plus, Michael and the team at Paperback Expert can help you build a profitable podcast and promote you to become an Amazon best-selling author. Find out how Michael transforms ordinary professionals into recognized experts by helping them establish, market, and monetize their credibility.

Your brand's success depends not on your education or how many billboards and bench ads your firm has. When it comes to the law industry, clients care more about establishing relationships built on trust. So, how can you build trust with potential clients, even before they meet you?

According to Michael DeLon, your brand's message is key. When you share a story that's unique to you, your firm will stand out in the marketplace and attract clients, no matter the size of your company. But what if you don't have a compelling story to share? Michael says that's not true; every brand has an exceptional story — you just might need some help extracting it. That's where Michael's company, Paperback Expert, comes into play.

In this episode of The Lawyer's Edge Podcast, Elise Holtzman sits down with Michael DeLon, the President of Paperback Expert, to discuss crafting a great brand strategy. Michael talks about the benefits of sharing your story, including generating referrals, gaining more clients, and building trust with your clients. Michael also discusses the platforms that will give you credibility and shares how his company is helping lawyers and other business owners connect with desired clients. Stay tuned.