TRP 61: Succession Planning: Transferring Clients with Ease with Brenda Pontiff

In this episode of The Rainmaking Podcast, host Scott Love speaks with Brenda Pontiff, founder of PartnerTrack Academy, about succession planning and the role of trusted advisors in ensuring smooth client transitions. Brenda explains how law firms often overlook the long-term implications of a partner’s retirement or lateral move, putting client relationships at risk. She contrasts law and accounting firms, noting that the Big Four treat client transition with far more structure, process, and transparency—often using protocols, calendars, and client-facing documentation to ensure continuity and trust. Brenda emphasizes that being a trusted advisor means anticipating client needs and staying top of mind—well beyond the scope of an individual matter. She encourages firms to develop succession protocols years in advance, document expectations, and involve the entire firm—including marketing, IT, and HR—in the transition process. With humor, candor, and deep experience, Brenda shares both cautionary tales and actionable steps for firms looking to retain client loyalty and institutional knowledge when key players move on. Visit: https://therainmakingpodcast.com/ ---------------------------------------------------- Brenda Pontiff is a Six Sigma trained, client-facing business development executive bringing Big 4 sales strategies to global law firms. She is the managing principal of Partner Track Academy and provides management consulting. as well as sales coaching and workshop facilitation. to help individual lawyers, as well as firms, improve client satisfaction while increasing revenues. Brenda is also the Senior Marketer Liaison for the Los Angeles Steering Committee of the Legal Marketing Association.   Links: www.partnertrackacademy.com https://www.linkedin.com/in/brenda-pontiff-59284515/ [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices