EQUINOX STRATEGY PARTNERS

Jonathan R. Fitzgarrald

Managing Partner

What does it take to transform a nonexistent book of business into a multimillion client pipeline?

Jonathan Fitzgarrald looks to undervalued professionals, untapping their potential to grow revenue, market visibility and their practices.
Many of the firms Jonathan advises report up to 20 percent increases in revenue within the first year.

Jonathan’s proprietary approach adapts a Moneyball strategy by recognizing and coaching traditionally overlooked, highly skilled professionals in legal, financial, accounting and professional services firms.

On the Pro Circuit

A Fellow of the College of Law Practice Management, Jonathan addresses the issues that professionals talk about.

His keynote, retreat and leadership programs cover such topics as the cross-generational tension, succession planning from the Next Gen’s perspective, using culture to manage teams better, partner compensation and connecting emotionally with clients.

Speaking to a range of audiences, from the Managing Partner Forum to the UCLA Anderson School of Management, Jonathan is a prolific presenter of business programs and media commentator. He has been quoted by The Wall Street Journal, Los Angeles Times, The American Lawyer, The National Law Journal, The Recorder, ABA Journal and The CBS Evening News.

Untapping Potential

Jonathan’s personalized business strategies lead clients to discover their own business motivations. But what accounts for his motivation? Quite simply, Jonathan enjoys empowering professionals to succeed. Corny but true.

He believes that leaders are made not born. Competing in equestrian events has been a major influence and resilience builder—Jonathan literally must jump over every obstacle until he is the last one standing.

As a young adult, his international humanitarian work taught him the power of multiple perspectives, perseverance and even taught him to speak Spanish.

He leveraged his communications degree from Brigham Young University and landed a spot anchoring news broadcasts in San Francisco, where he learned to stay cool in the spotlight—a skill put to the test when he later transitioned to several public and private companies in Silicon Valley.

While leading their sales and communications teams, Jonathan grew his industry knowledge of high-tech, telecommunications, electronics, healthcare and consumer products.

Subsequent roles directing sales and marketing at three, top business law firms created the demand for Jonathan to formulate his own in-house business development programs. His lawyers prospered.

A Man-Made Equinox

In 2015, Jonathan established Equinox Strategy Partners to advise professionals nationwide to tap into their own potential to generate revenue.

Jonathan is a longtime leader of the Leal Marketing Association, and he served on the board of advisors of the Legal Sales and Service Organization, Inc. He currently serves on the Board of Raise A Child, a non-profit devoted to preparing prospective parents for the foster-to-adopt program.

Looking for your firm’s untapped potential? Contact Jonathan today.

  • BA, Brigham Young University
  • Board Member, Raise A Child
  • Member, American Bar Association Membership/Recognition Committee, 2018 – 2020
  • Member, Beverly Hills Bar Association Marketing Committee, 2018 – present
  • Fellow, College of Law Practice Management, 2017 – present
  • Member, ProVisors (professional networking referral group), 2008-present
  • Co-Chair, Legal Marketing Association’s West Continuing Marketing Education Conference, 2018
  • Member, Legal Marketing Association Annual Conference Advisory Committee, 2015
  • Member, Board of Advisors, Legal Sales and Service Organization, Inc. (LSSO), 2014-2016
  • President of the Board, Jeopardy Foundation (community outreach program for at-risk youth), 2010-2016
  • Member, Legal Marketing Association Chief Marketing Officer Special Interest Group (SIG), 2014-2015
  • President, Legal Marketing Association – Los Angeles Chapter, 2012; Member, Chapter Board of Directors, 2008-2013
  • Co-Chair, QuickStart Legal Marketing Core Competencies, 2011-2012

ESP Insights

  • Moderator, “2021 Strategies for Developing Relationhips Virtually,” Motion Picture & Television Fund, March 2021
  • Panelist, “Your Future at the Firm: Exploring Next Gen’s Role in Law Firm Succession,” ESP Insights’ Webinar Series, March 2021
  • Speaker, “Give Game-Changing Biz Dev Techniques for Advising Your Attoreney Clients,” LexMundi, March 2021
  • Panelist, “Planning for the New Ab-Normal: Positioning your firm for success in 2021 and beyond,” ESP Insights’ Webinar Series, October 2020
  • Co-Speaker, “Develo9ping Business in a Virtual Environment,” ESP Insights’ Webinar Series, September 2020
  • Co-Presenter (with Heather Morse), “Legal Marketing Association Family Feud – Career Lessons from Veteran CMOs,” QuickStart, Legal Marketing Association Annual Conference, April 2019
  • Co-Presenter (with Roxanne Jensen), “Lawyer Succession: Keys to Partner Compensation and Client Transfer,” C4CM Webinar, February 2019
  • Moderator, “The New Responsibilities of the Relationship Partner,” Thomson Reuters Marketing Partner Forum, January 2019
  • Keynote, “Professional Persuasion – Powerful Techniques for Getting Your Way More Often,” Genova Group International’s Developing Leaders Conference, September 2018
  • Co-Presenter (with Robert Seabolt), “Latest Management Practices in Origination Credit for Partner Compensation,” C4CM Webinar, September 2018
  • Co-Chair (with Robin Gerard), “Driving Value in the Legal Community,” Legal Marketing Association’s Continuing Marketing Education Conference, September 2018
  • Co-Presenter (with Norman Clark), “Non-Equity Partner Compensation: Finding a Fair and Equitable Salary and Bonus Structure,” C4CM Webinar, May 2018
  • Moderator, “Closing the Gap: Leveraging the Multi-Generational Law Firm Workforce,” Thomson Reuters Marketing Partner Forum, January 2018
  • Presenter, “Millennial Associates: Managing, Compensating & Retaining this ‘On the Move’ Generation of Lawyers,” C4CM Webinar, November 2017
  • Co-Presenter (with Cheryl Bame), “Leveraging Public Relations for Business Development Opportunities,” Genova Group International’s North American Conference, June 2017
  • Keynote, “Establishing a Business Development Culture at Your Firm,” Genova Group International’s North American Conference, May 2016
  • Presenter, “Attorney Persuasion: Powerful Techniques For Getting Your Way More Often,” QuickStart, 2017 Legal Marketing Association Conference, March 2017
  • Presenter, “Attorney Persuasion: Powerful Techniques For Getting Your Way More Often,” Legal Marketing Association Public Relations Shared Interest Group (SIG) webinar, January 2017
  • Presenter, “Measuring So You Can Better Manage,” Legal Marketing Association San Diego City Group, January 2017
  • Presenter, “Measuring So You Can Better Manage,” Legal Marketing Association Orange County Group, January 2017
  • Co-Presenter (with Heather Morse), “The Generational Divide,” Legal Marketing Association Kansas City Group, November 2016
  • Presenter, “The 15 People Concept: How to Organize Your Business Development Efforts,” Harvard Law School Alumni Association, Los Angeles Chapter, September 2016
  • Presenter, “Generational Marketing,” Legal Marketing Association Nashville Group, August 2016
  • Presenter, “Cultivating a Business Development Culture at your Firm,” Geneva Group International (GGI) North American Conference, May 2016
  • Presenter, “ROI: Measuring So You Can Better Manage,” 2016 Legal Marketing Association Annual Conference, April 2016
  • Presenter, “Strategies and Tactics for Engaging Different Generations,” Terralux Marketing Forum, November 2015
  • Moderator, “Impact of Generational Differences on the Evolution of the Modern Law Firm,” Legal NetLink Alliance Annual Conference, October 2015
  • Presenter, “Strategies and Tactics for Managing Boomers, GenXers and Millennials,” Legal Marketing Association Capital Group, October 2015
  • Co-Presenter (with Craig Brown), “RapidFire CRM – The No Spin Assessment of CRM Solutions,” Legal Marketing Technology Conference West, October 2015
  • Co-Presenter (with Jessa Baker), “Compensating Millennial Associates,” C4CM Webinar, September 2015
  • Co-Presenter (with Heather Morse), “Generational Marketing: Tactics for Leveraging Talent at all Levels,” Legal Marketing Association St. Louis Group, September 2015
  • Presenter, “Leveraging Talent at All Levels,” Legal Marketing Association Southeast Region Annual Conference, September 2015
  • Panelist, “Tales from the Trenches: Lessons Learned from LMA Leaders,” Legal Marketing Association Bay Area Group, August 2015
  • Interviewer, “A Conversation with Los Angeles Lakers Owner Jeanie Buss,” Comerica Women Business Symposium, May 2015