Debi Chalik – Part 2 of 2 – Changing Laws to Protect Consumers


Be sure to watch Part 2 of Mr. Swanson’s interview with Attorney Debi Chalik of the Law Offices of Chalik & Chalik to learn how their law firm and clients were instrumental in changing law in Florida to protect consumers who want to go parasailing.



Tina Burns

Vice President


Missouri Association of Trial Attorneys 58th Annual Convention


MATA booth 2016Last week, Michelle Rigsby and I attended the 2016 Missouri Association of Trial Attorneys  conference in Branson, MO. The Association hosts a great convention every year and this year was no exception.


The 2016 MATA meeting was held at the Branson Conference Center with a host of activities planned for the attorneys, their families and exhibitors. The CLE program included updates on the law, a specialized Workers’ Compensation track and a judicial forum. The highlight of the conference was a mock jury trial using details from a real case. Events for the attorneys and their families included a carnival, golf tournament, and 5K run/1-mile fun walk.


Advocate Capital, Inc. appreciates the tireless work done every day by trial attorneys and the associations that support them.  We enjoyed meeting new people and visiting with our clients and their families.


Click on the links to view our Facebook and Google+ albums from the show.


Donna A. Jones

Senior Vice President


Meet Advocate Capital Inc. Client Brianne Thomas


President and CEO Michael J. Swanson interviews Attorney Brianne Thomas of Boyd Kenter Thomas & Parrish, LLC about her experience with Advocate Capital, Inc.



Tina Burns

Vice President


Walking to Cleveland!


Walking Spree Challenge

Back on June 10th, I announced the introduction of our first ever Wellness Program.


Today in our semi-monthly employee meeting, we announced our first wellness challenge…a 517 mile virtual walk to Cleveland, Ohio, the home of our Chairman Dan Taussig. The fun starts on July 1st.


Thanks to our partnership with Walkingspree, participants will be divided into teams of two and it is a race to the infamous house of A Christmas Story. Teams will be able to track their progress via the Walkingspree app and website. Prizes will be awarded along the way, culminating in a grand prize of dinner with Dan here in Nashville, Tennessee.


Stay tuned for details on our progress!


Thanks to our committee members for their work and enthusiasm in making this happen for our associates:  Billie Hardison, Michelle Rigsby, Tiffany Orth, and Lisa Wagner.


On behalf of the Wellness Team,



Jeff Glueck

Vice President – Business Development


Email Marketing for Law Firms


Copyright : Rancz AndreiWith an inbox full of emails from reward programs to spammers, how can your law firm’s email stand out?


In a recent article, Attorney Andrew Cabasso shares some helpful tips to improve your law firm’s email marketing campaigns.


Below are a few of his suggestions:


  • Review Email Campaign Metrics: Once you have an email marketing software, you will need to evaluate if your emails are engaging your subscribers. “The most important metric for your campaign should be open rate, followed by click rate.” Please note, testing different subject lines and delivery days/times will impact these metrics so feel free to A/B test.
  • Educational Series: This type of email campaign is a great way to educate your audience about your practice. “The series should contain anywhere from 6–12 emails sent sequentially over several weeks to inform your clients. It should end with a call-to-action to either hire you or buy a product (such as your new book).”
  • Urgent Update in the Law: “By blasting out an email shortly after a new case or statute, you have the opportunity to help your clients understand what is going on and let them know what they need to do.” This type of campaign lets your subscribers know you care and available if they have questions.


(View the full article, “Marketing Emails Law Firms Should Consider Sending”)


Be sure to check out the full list of campaign tips from Attorney Cabasso to try and help your law firm emails attract new clients and engage referral sources.


Tina Burns

Vice President


Photo Credit: Rancz Andrei

What Makes Employees Want to Stay?

Copyright: stockbroker / 123RF Stock Photo


According to a recent article in The Tennessean by Doug Claffey, the CEO of Workplace Dynamics, over 37% of employees looked for better jobs elsewhere – up from 35% in 2014.  It goes without saying that high-performing organizations want to reduce turnover.  So the natural question is – what makes employees want to stay?


According to Mr. Claffey, “It’s when organizations focus on what really matter: connection, alignment and execution.  Healthy organizations thrive when people feel connected.”  It is senior leaders’ responsibility to ensure that this connection occurs – that “employees understand where the company is going and how it is going there.”


The article offers some great insight into how to form organizations that foster this connection.  The full article can be read here.


Tina Burns

Vice President, Marketing


Photo Credit: stockbroker

What Should I Do If I’ve Been Injured at Work?


Be sure to watch President and CEO Michael J. Swanson‘s interview with Brianne Thomas, from Boyd Kenter Thomas & Parrish, LLC, to learn what you should do if you are ever injured at work.



Tina Burns

Vice President


What is Desk Yoga?


Copyright : vasilkovs

The Advocate Capital Inc. Wellness Committee kicked off the first Lunch & Learn series on Tuesday, June 21 with an introduction to desk yoga. Fitness Professional Susan McDonald lead employees through a series of easy yoga poses she developed for people to do at their desks.


Susan stated, “Desk yoga is something I advocate for all my students — and myself, for that matter. We all spend so much of our time in seated, rounded forward positions, and we now know that sitting like this for prolonged periods can adversely affect posture, breathing, circulation, hip mobility, heart health, and even brain function, among other things.”


Along with seated stretches and breathing exercises, Susan’s ‘Take 5 Yoga Break’ included standing stretches using desks, chairs, and walls as props requiring no special skill or prior yoga experience. Click the links below for some important health information and two workouts:


Don’t Just Sit There!

Take 5 – Desk Yoga

Take 5 – Desk Yoga II


This first event was well received by all participants and we highly recommend trying it within your office.


Jeff Glueck

Vice President, Business Development


Photo Credit: vasilkovs

Advocate Capital Employees Celebrate Summer Solstice – Let’s Luau!


Summer has arrived in Nashville!


Advocate Capital Inc. Luau


To celebrate, the Quality Assurance Review Team (from left: Michelle Rigsby, Sarah Hazlewood, Donna Jones, Cindy Sharp, Buffy Escue and Ashley Harrison) hosted a luau on June 17 for our employee appreciation event.


Employees enjoyed Hawaiian fare from L&L Hawaiian Barbecue, including Hawaiian Barbecue Chicken, Chicken Katsu, Pineapple Fried Rice and Spam Musubi (Hawaiian sushi made of Spam- yes Spam!) and a beach themed chocolate and vanilla cake.


Luau WinnersIt would not be a Luau with a game of limbo and Best Dressed photo contest!


Congratulations to the limbo winner, Laszlo Kovacs of our underwriting department. Billie Hardison from our technology department was a very close runner up.


Employees took turns with props at the photo booth vying for the “Best Dressed” at the luau. Winning by a landslide was Matt Sturdivant of our marketing team.


View photos from the event in Advocate Capital, Inc.’s Facebook and Google+ albums.


Donna A. Jones

Senior Vice President


Dallas Trial Lawyers Achieve $6M Verdict Following $25K Offer


Reyes Browne ReilleyThe important work of trial lawyers too often goes unnoticed. Insurance companies and big corporations, driven solely by profit incentives, rarely step up to the plate to do the right thing, taking responsibility for their actions or the actions of those they insure. Rather than accepting responsibility, they will fight to the bitter end to avoid accountability.


Without trial lawyers who are willing to fight insurance companies and giant corporations, all the while, paying case costs out of their own pockets, not getting paid for what can sometimes be years, even decades, consumers like you and me are at the mercy of insurance companies and big corporations.


Unfortunately, that was the case for the families of Paula Hahn and Alice Stanley. Sixty-nine year old Paula Hahn was looking forward to a fun bus trip to Durant Oklahoma to visit the Choctaw Nation casino when her bus trip took a tragic turn. The Choctaw Nation provides charted bus service to transport passengers from the Dallas/Ft. Worth area to their casino in Durant Oklahoma. On this day, the bus driver failing to maintain proper control of the bus crashed into a concrete barrier along the President George Bush Turnpike in Irving, just outside of Dallas/Ft. Worth, causing the bus to flip over, killing three passengers on board and injuring several others.


Following the horrifying accident, Ms. Hahn was partially ejected and crushed to death by the weight of bus. She survived only for about 10 minutes after the crash until she passed.


The Choctaw Nation refused to accept responsibility for the driver and for the crash, instead shifting the blame to Cardinal Coach Lines, the chartered bus company. Ultimately, before trial, the Choctaw Nation offered the Hahn family $25,000.00 to settle. Spencer Browne of  Reyes|Browne|Reilley  represented the Hahn family. Without trial lawyers like Spencer Browne, the Hahn family could have received zero at trial or accepted a mere $25,000 for the negligent conduct that resulted in the death of their loved one.


Instead, the Hahn family received a verdict over $6M from the jury. Jurors have spoken and likely at tremendous trial costs paid in advance by this tenacious trial lawyer and his firm, yet still, the Choctaw Nation continues to fight and plans to appeal the verdict.


Thanks to great trial lawyers like Spencer Browne who will continue the fight even through the appeal to ensure justice for the Hahn family. A life cut short on a fun bus trip with friends.


Lisa Wagner

Senior Vice President, Client Services


Case Expense Financing at a Net Cost of Less Than 1%*

clove panel