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Case
Studies —
SAGE PDI/SAGE Law Marketing &
Law Marketing Portal |
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2005
Associate Marketing All-Stars -
and How Their Stories Can Help You
As interviewed
by Michael Cummings, SAGE PDI
Instructor, Associates
Series of Business Development Webseminars
Co-Author, Best
Practices In Building Your Personal Network - For Attorneys
For
information about our seminar on How You Can Become an
All-Star
too...Click
Here.
The
2005 Associate Marketing All-Stars:
Adam
August, Holland &
Knight
The Power Of The Personal Touch and A Helping Hand
Dennis
Crouch, McDonnell, Boehnen Hulbert & Berghoff
Becoming A Nationally Known Cyber Celebrity In Patent
Law
Robin S. Lazarow, Mirick
O’Connell
Building a Prominent Professional Reputation That Attracts
Clients
Marc Weintraub, Steptoe
& Johnson PLLC
Combining Personal Interests and Business Development
Success
Jennifer Zimmerman, Rhoads
& Sinon LLP
Building A Team Of Allies To Help Women Entrepreneurs
Succeed
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Adam
August
Holland & Knight |
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The
Power Of The Personal Touch
and A Helping Hand
Adam’s network is
already paying dividends for both him and his firm. And he has
been building and cultivating this network from the first day
that he became a practicing attorney.
"When
I first joined my firm, the partner who I was working with gave
me the following strong advice (note; both Adam and this partner
joined Holland & Knight a couple of years back). He told
me that I would only be as valuable to my firm as my book of
business. And that I should start by building relationships
right now. He suggested that I start by connecting with my peers
that I both went to law school with as well as peer-level people
at my clients and in the business community. As both these people
and I progress in our careers over the years, they will ultimately
be in a position to send me clients and work. This has proven
to true.
"So, that is exactly what I did.
I targeted the people who I thought would be successful –
the future movers and shakers. And I got to know what they were
doing, what business challenges or problems that were facing
and how I could help them. So, for example, if I run across
an article or met somebody who can help them, I immediately
send them an e-mail or make a quick call. By being helpful and
taking the initiative, I become an important part of their network
and they find ways to reciprocate.
"I think that many attorneys feel
that if you are a great technician that you will ultimately
be a success. That is not true in my eyes today...my partner
was right. You are only as valuable as your book of business."
Even though Adam has been a practicing
attorney for only 5 years, he already has the mindset and business
development habits of a seasoned rainmaker. He realizes that
he is in the relationship business. And the secret to successfully
building a vital and potent network is 1) actively seeking out
ways to help others 2) keeping in touch constantly and 3) finding
ways to connect people together for their mutual benefit.
His accomplishments:
Here are a couple of representative accomplishments
that Adam has achieved for Holland & Knight:
• He cross-sold and landed a
client for his firm: "I heard that our firm recruited
an expert in the area of the Foreign Corrupt Practices Act
(FCPA). I sent a note to one of my contacts who called up
immediately and said that FCPA was a major issue for their
company. It turns out that the firm expert was in town to
do a talk. So, I invited the contact to the talk and introduced
him to the expert. On the basis of his introduction, they
hired us to do this FCPA work for them."
• Was instrumental to the
expansion of the relationship with a large public client:
"Our firm was looking to expand their relationship with
a publicly held company in Northern Virginia. As part of this
process, the client asked their auditor, Deloitte and Touche
about our firm. Turns out that the partner knew me personally
and provided a strong recommendation for both the firm and
me. As a result, we have expanded the relationship."
• Increased the profile
of his practice group in the business community: Along with
a partner, Adam wrote an article for the Washington Business
Journal: "Don't Let Chapters 7, 11 Be Your Unlucky
Numbers" that increased the visibility and profile of
his group locally. In addition, he ran a CLE program for the
Association of Corporate Counsel that put him front and center
with a roomful of potential clients at leading companies.
Adam’s goals for 2006
When asked about his goals, Adam quickly
listed off four objectives that he will pursue in 2006:
• Land new clients and originate
work: I want to be personally responsible for getting 5 new
clients this year.
• Become an active and
visible leader in 2 associations with strong business development
potential: "I have identified the Association For Corporate
Growth and The Lawyer Affinity Network of the Jewish Federation
as target organizations. I don’t want to just go to
meetings either. I want to be a major and visible player in
these groups by seeking office and putting on programs/events."
• Continue to be a “go-to”
resource inside the firm: "I try to never say no when
a partner or colleague asks for my help. By helping out partners
in my group, I get to see a lot of opportunities and meet
more people. When a colleague needs a form or document, I
always try to help them out. This encourages them to help
me when I need it in return."
• Work on high profile
cases: "I want to do good work and be in demand. And
I want to work on the high profile cases that get me noticed
in the firm. To do this, I have to deliver superior value
on the matters I work on. Partners notice this and seek me
out to work on their cases and matters."
Building his personal reputation
both inside and outside of the firm
"Within the firm I put a premium
on internal marketing. For example, I make sure that I contribute
to the firm’s internal marketing newsletter, Marketing
Matters. And, whenever our office puts on a breakfast seminar,
I always invite 25-30 of my contacts and make it a point to
actively support these events in the pre-seminar networking
time. The firm also supports me
by making budget available to me for activities that I want
to pursue or to reimburse for networking and marketing lunches
or sporting events."
• In his practice group: "Again,
I try to be available for any marketing and selling job that
comes along. As a result, my partners are more understanding
when I have to leave for a networking or marketing event –
and they know what I am up to."
• Keeping his network informed:
"I always let people know what I am working on as well
as any relevant capabilities that they firm might have for
them. But, I always do this from the standpoint of how these
capabilities may be of value to that specific person and their
business circumstances."
The importance of teaming
with allies
Adam is proactively building a team of
professional allies who will co-market him to their clients
and contacts:
• Teaming with an ally: "I
met an investment banker at an event and we hit it off. So,
we got together and made a co-marketing pact. Basically, we
committed to one another to be our best referral source in
the years ahead. We do what we can for one another now in
terms of introductions and deal flow. But, this will form
the foundation for doing a lot more in the future."
• Leveraging firm events
to connect allies with one another: "I always make sure
that I invite 25-30 contacts to firm events and ask them to
bring along their clients or colleagues. At a minimum, this
gives me a chance to introduce my contacts to one another
to see if they can help each other out."
Finding the time
Adam faces the same time and billability
pressures that other associates do. Here is how he manages to
make time for marketing:
• Make business development
part of your life: "I try to make networking a natural
extension of everything that I do – whether coaching
the softball team or taking my kids to school. You never know
who you will meet."
• Work with the firm’s marketing experts: "My
marketing group has been enormously supportive. I had a chance
to write an article for the Washington Business Journal
– and they helped me to get it out. Also, they received
a request for a speaker from the Association Of Corporate
Counsel and got me on the program."
• Be organized: "Organizing
my contacts and files makes it easy for me to connect and
follow through with people."
• Build network building explicitly into your schedule:
"One thing I do is to block out all of my lunches and
breakfasts and devote this time to networking and marketing.
You have to eat anyway. So, why not make the best business
development use of this time."
Lessons that you can learn
from Adam:
Beyond the lessons above, there are four
underlying themes in Adam’s story. First of all, think
and act like an entrepreneur even if you are an associate at
a large firm. It is up to you to create your future success,
establish your network and build your professional reputation
– it is not up to the firm. Two, see all the natural network
building activities that you run across and make the most of
them. Three, look to give and not to get. In the final analysis,
this is the secret to building mutually beneficial relationships.
Finally, be a true partner in helping others to grow their practice.
If you follow this path, you will end up with the book of business
that will make you an indispensable asset to your firm.
|
Contact us for help with your firm and
for further information:
SAGE PDI, Inc.
(630) 572-4798
mcummings@sageprofessional.com
Dennis
Crouch
McDonnell, Boehnen Hulbert
& Berghoff |
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Becoming
A Nationally Known
Cyber Celebrity In Patent Law
Dennis is a 3rd year associate
in an intellectual property firm with 55 attorneys in Chicago.
By marketing himself through his blog (started in April 2004),
he has become a nationally know patent law expert, created a
go to resource for patent law issues and established a serious,
broad and devoted community of interest.
At 30 years old, just take a look at
some of the results that Dennis has achieved
through his blog: Patently-O [http://patentlaw.typepad.com/patent].
By regularly posting brief, topical articles, he has become
a primary source for the most current patent law news and information.
And here are examples of his recent accomplishments:
• He has generated patent prosecution
work for a significant number of small businesses in domain
name dispute and patent litigation.
• Received an inquiry from the general counsel of a
Fortune 100 company that he turned down because of a potential
conflict of interest.
• Gets a regular stream of referrals from attorneys
who routinely read his blog
• He has been quoted on patent law issues in Business
Week, Forbes, the Law Bulletin, IP Law bulletin and a number
of other leading publications
• Each week 30,000 attorneys and law professors visit
his site.
• He has cultivated such loyalty from his blog customers
that he is able to recruit attendees to his patent law Web
seminars at will. For example, he posted a personal invitation
one night at 6:00 PM, got 30 sign ups over night from potential
clients and filled up the seminar fully in a day.
• Dennis gets glowing testimonials for his blog content
from law professors at prominent schools, patent specialists
in the Federal government and even IP specialist at competing
law firms (go to his blog and take a look at the testimonials).
So, what can you learn from Dennis?:
Here are 5 lessons that I take away from his success:
Lesson 1: You don’t
need grey hair to be an expert in the eyes of client’s
and potential allies
In a client’s eyes, an expert is somebody who keeps them
current and anticipates future problems. An expert simplifies
a problem, provides a clear, fact-based frame of reference and
pinpoints the practical business implications that clients and
fellow attorneys should care about. This is precisely what Dennis
provides in his blog and in his practice. Now, obviously, you
have to use sound judgment, know the proper ethical limits and
be cognizant of your firm’s preferences. But, remember
that if you focus, learn to communicate client-centered implications
and work hard – you can take the fast track to being perceived
as an expert in the client’s eyes.
Lesson 2: Be a marketing
innovator
Believe us. The future belongs to the attorneys who can build
and grow their practice. Marketing, selling and managing relationships
are now essential skills that you will need to be a success
as an attorney. An expert who is unknown to clients and prospects
will never get a chance to help them. So, like Dennis, seek
out ways that you can start to contribute today. Talk to the
firm leaders, rainmakers, heads of practice and industry specialties
as well as your marketing experts. Take on a new idea or approach
for marketing, network and converting business.
Lesson 3: Clients and contacts
are loyal to high value content
Now, I’m sure that Dennis is a great person. But, most
of his loyal blog readers have never met him and never will.
But, they are loyal to his content, its value and timeliness.
All great marketing is a mutually beneficial, two-way street.
Dennis’s commitment to his craft is clear based on the
quality of his content. Therefore, people feel comfortable in
referring people to him because they have sampled his expertise
as an attorney, to a certain extent, through his blog.
Lesson 4: Push the e-marketing
envelope in your firm
Speaking as a technological dinosaur in his forties (perhaps
like many people in your firm of the same vintage), I know that
as a younger associate it is likely that you are among the more
technologically advanced people in the firm. Use this edge to
your advantage. In mainstream marketing, the fastest growing
field is in the area of e-marketing and viral marketing. So
find ways to use blogs, podcasts, web seminars and other emerging
technologies to attract clients.
Lesson 5: Excel at cyber
networking
Cyber networking – the art of using web based technologies
to form professional business relationships is exploding. Use
it to expand your own personal network using CRM software, on-line
communities, etc.
What can you do?
Above, I have covered the 5 vital lessons
that you can take away from Dennis’ experience as an associate
marketing success. But, there are three underlying themes that
I want you to grasp and apply to your practice – even
if you lack the technological savvy to emulate his approach.
First, like Dennis, think like an entrepreneur – even
if you work inside a large law firm. It is up to you to find
a way to market, sell and manage relationships. So, take the
initiative. Next, focus on adding value to clients in the course
of marketing and selling to them. Clients respect and reward
high value, high quality marketing content. Finally, your success
as an attorney will be determined by the depth, quality and
reach of your personal network. Make it a daily priority –
and hopefully we will be profiling you as an Associate Marketing
All Star in 2006. |
Robin
S. Lazarow
Mirick O’Connell |
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Building
a Prominent Professional
Reputation That Attracts Clients
in Record Time
After practicing law in
New Jersey for more than a decade, Robin decided to move to
the Boston area in 2000. She joined Mirick O’Connell --
a full-service business law firm with offices in Westborough,
Worcester and Boston, Massachusetts (60 attorneys).
As you’ll see, Robin has quickly
established a prominent position in the business community.
She is marketing herself and the firm through regular public
speaking events for local business groups, publishing topical
articles related to employee benefit law and becoming a visible
leader of the right kind of business organizations. She has
even appeared on local television discussing the business impact
of several employee benefit law related developments in Massachusetts.
Today, Robin chairs the Firm’s
Employee Benefits & Executive Compensation Practice Group.
She serves as ERISA counsel for local, regional and nationally
based employers, insurance consulting firms and plan administrators.
And Robin advises executives and professionals on the legal
requirements of establishing and maintaining retirement plans,
deferred compensation plans and welfare benefit plans
She is also a prominent leader in 2 organizations
that have a wealth of business development promise:
• Robin is the founder and President
of the Massachusetts Metrowest Chapter of WEB, Inc. (Worldwide
Employee Benefits Network), and she had previously served
on the National Board.
• Her firm recently opened an office in Westborough
MA.—a fast growing region along the 495 corridor. And
Robin has been named to the Board of the Regional Chamber
of Commerce.
How has Robin achieved this prominence
as an employee law specialist in Boston – while maintaining
her base of chargeable work? Here are 5 lessons that associates
can learn from Robin’s experience.
Lesson 1: The Importance
Of Finding a Mentor
“Early in my career, I worked with a partner who marketed
24/7/365. I started by helping to write his articles and speeches.
And, over time, I learned how to do the same types of marketing
myself (with his encouragement and coaching). Also, when I joined
my current firm, the head of my practice group was quite supportive
of my marketing initiatives. He helped me to get the firm support
that I needed in terms of budget, time and help of a well-established
Marketing Department. So, my advice to associates is to get
a mentor who can both give you advice and encouragement as well
as clear the way for you inside your firm. Also get to know
what programs your Marketing Department offers and customize
these programs to fit your needs.”
Lesson 2: How To Build Your
Reputation Through Public Speaking and Publishing
”I try to find something that is either a current hot
issue or an impending change/trend that would grab an audience’s
attention. And I focus on the business implications and tradeoffs
rather than legal minutia. I prepare my speeches so they appeal
to senior business executives or human resource directors because
they are most likely to be the buyer of my services.”
• Be topical: "Make sure
that you are focused on something that is a hot, newsworthy
topic. In my field, it might be HIPPA or 409A. Be forward
looking as much as you can. For example, Sweeping Changes
for Deferred Compensation Plans or What Do Same-sex Marriages
Mean for Private Employers in Massachusetts were some past
examples of topics I targeted."
• Be practical: "I try to get some practical ideas
and advice that the audiences can use like 2005 Year End Employee
Benefits Checklist
or IRS and Treasury Issue Initial Guidance on Deferred Compensation
Plans."
• Work with allies: "Some of my best results have
come from providing updates to the clients of insurance companies
and other allies that I work with."
• Pick a topic and promote it multiple ways: "I
try to take one topic and turn it into a speech, article,
post it on our web-site and mail/e-mail out to contacts and
clients."
Lesson 3: Join and Work The
Right Organizations
“Associations can either be a blessing or a curse. Joining
the right organizations and committing to becoming an active,
visible presence can be the best business development that you
can do. But, it is easy to waste time with associations or organizations
with little payoff.”
• Seek board level presence:
"I want to be among the leaders of these groups because
these are the people who I want to attract as clients and
referral sources."
• Make sure your ideal clients are prime members: "I
have to be in front of senior executives and human resource
professionals in order to get business."
• Set “give up” goals: "To become as
active and visible as I want to be in the Marlborough ‘s
Chamber of Commerce Board for example, I will have to resign
from 1 or 2 very worthwhile organizations like the Girl Scouts
Council."
Lesson 4: Leverage The Web
Make sure that your marketing plan has a web-based component.
Be visible on the firm Web site: Robin’s presence on the
firm web-site helps to position her as a firm thought leader
and active marketer. For example, her appointment to the Chamber
Board of Directors is announced on the firm’s home page
and a collection of her articles are readily available.
Lesson 5: Follow Up And Convert
Business
"Money is power in this profession. Let’s face it.
The people at the top of the profession are the ones who bring
in a lot of business. From my standpoint, I always strive to
show the ROI that the firm receives based on the marketing I
do. But, in 2006 I want to focus on becoming even more efficient
at follow up and closing business.”
• Focus on a target “hit”
list: "I want to define a set of target clients and prospects
that I focus on as top priorities. I want to ensure that I
am following up and making things happen at these specific
accounts."
• Do more internal marketing and team selling: "My
top priority for the upcoming year is to do team selling with
my colleagues at the firm – to introduce the firm’s
employee benefit capabilities to their client base and contacts."
• Be even diligent about post-speaking follow up: "Nothing
happens from your speaking engagements unless you follow up
with people who have expressed an interest. So, for example,
when I do a program for an insurance consulting firm or local
chamber of commerce, I need to make sure that there is a follow
up plan in place to convert business."
Lessons that you can learn
from Robin:
Above, we have covered the 5 vital lessons
that you can take away from Robin’s experience as an associate
marketing success. But there are 4 underlying themes that cut
across all of these lessons. First, business development is
a skill that you can learn. Robin would be the first to admit
that she is not a natural born speaker or promoter, but she
learned how to excel and feels comfortable doing it now. Second,
find leverage. Robin takes a topic and finds all the different
ways and venues to get her message out. Also, be selective and
prune away activities to make time for higher and better uses
of your time. And, finally, it is up to you to own your professional
reputation – shape and broadcast your professional capabilities
by marketing and networking. Don’t expect your reputation
to spread without your own hard work.
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Marc
Weintraub
Steptoe & Johnson PLLC |
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Combining
Personal Interests and
Business Development Success in
His Adopted Hometown of Charleston
Marc is a newly promoted partner at Steptoe
& Johnson – located in their Charleston West Virginia
office (60+ attorneys). Roughly five years ago, he joined the
firm and moved to Charleston after spending most of his life
in New York City. Outside of his wife’s family he didn’t
know a soul in Charleston when he first arrived.
But today, he serves on the City Council
and produces new clients as well additional revenue for his
firm. And most importantly, he is having fun, “Business
development gives me a chance to meet people, get to know them
and have fun with them. I may not be able to talk with them
about what’s on TV –like 24 or Arrested
Development - because my wife and I have given up watching
TV. But I do get a chance to talk about the things that interest
both my wife and me the most – namely what’s going
on in our community and new developments in the local business
arena.”
His accomplishments
Like most associates on the rise, Marc
was already acting and producing results like a partner before
he was promoted. Here are some examples of what he has done
to merit the distinction as an Associate Marketing All Star:
• He took the lead role in landing
a large new business client for the firm -- Sogefi S.p.A.,
an Italian auto parts manufacturer wanted to site a new manufacturing
facility in West Virginia. He assisted Sogefi in building,
financing and leasing a facility that created 150 new jobs
in West Virginia
• He is member of Charleston City Council representing
the City’s historic and revitalized East End. He is
the Chairman of the Urban Renewal Committee and is Vice-Chairman
of the Committee on Planning. “My role in the community
puts me in regular contact with top political and business
leaders. I got started in this role simply because we were
trying to get grant dollars for our community and build a
new ballpark in the neighborhood. I was also working on some
matters for the mayor – when our councilman moved away.
The mayor appointed me to this vacant position and then I
got elected on my own."
• He testified in front of the State legislature on
issues related to Economic Development and made a strong contact
with a leading real estate developer in the state.
• He is a current adjunct professor for West Virginia
University’s Executive MBA program.
• He has established a potent network of allies in the
banking, insurance and construction industries.
Marc’s goals for 2006
Marc has set very clear and precise activity-based
objectives for himself. “Our firm has some metrics-based
goals for all of us. But, in 2006, I want to focus on three
activities where I see a direct linkage to getting new business.
• Work with our top business
producers at Steptoe & Johnson: I want to focus on cross
marketing and team selling with some of top partners here.
My goal is to set up and orchestrate 10 meetings with top
clients and prospects in 2006.
• Become an active and visible leader in an emerging
industry association: I want to be in front of people who
run emerging and fast growing businesses. I’m targeting
the International Biometric Industry Group who has a large
and growing presence in West Virginia.
• Establish and maintain my base of business relationships:
I see this as the most important part of my to do list. I
have to stay in touch and keep current with these people or
these relationships can get stale or stagnant. It is a daily
top priority.”
How his firm (and family)
supports him
“At my initial interview with the
law firms that I was considering, I asked each of them what
role they expected their associates to play in business development.
Unlike other firms, Steptoe & Johnson told me that they
expected associates to play an active role and the firm will
support the initiatives that associates pursue." Here is
how Marc gets the support that he needs:
• He has a mentor: "This
partner has been invaluable in helping me to navigate the
internal politics that all firms have. When I made partner,
the first personal thank you note I sent was to this person.”
• They reward him: "I have qualified for extra-ordinary
bonuses from the firm for my marketing accomplishments and
efforts even when my chargeable hours were down."
• And provide him the support of marketing and selling
experts: "Betsy Spellman and our marketing team have
been great at both providing ideas and giving me hands on
help – I consider them my friends."
• His wife is part of his marketing and selling team:
"My wife and I decided that we should become involved
in the community … and she knows that sometimes that
means that I get home at 10:00 PM on some nights. We also
jointly decided to give up watching TV which frees us up for
more productive pursuits.”
His advice for associates
who want to excel at business development
"I absolutely agree that your ability
to market, sell and manage relationships is central and will
determine your success as an attorney."
• Be engaged and outgoing at
events: "When I first joined the firm, I would always
make a point to introduce myself to senior executives of clients
that who were attending. It demonstrated to the partners that
I could handle myself in these types of conversations.”
• Establish and grow peer to peer business relationships:
Make sure that you target and grow your relationships with
people at a similar level at your clients and professional
ally organizations. “For example, I started to build
a relationship with a banker when we were both new. We found
ways to co-market and trade work and referrals back and forth.
And over time, our ability to help each other grew. Now, he
has been promoted to the # 3 position in this leading bank
and we are in an even better position to help each other out.”
• Have fun: Marc became prominent in the community based
on his interest in revitalizing his own neighborhood. So find
a personal interest and create a business development connection.
Marc enjoys the opportunity to meet new people, get to know
them and establish a relationship. He has fun AND sells work.
Lessons that you can learn
from Marc
First of all, Marc shows that with a
determined and consistent plan -- and a daily commitment to
building relationships -- you can go from a stranger to a community
leader as well as a business producer in record time. But, don’t
be shy or passive. It takes a decision to step forward and seize
the business development initiative in every circumstance –
don’t wait for somebody to give it to you. Third, realize
that you have to BE a partner in order to make partner. This
means that you have to show that you can get, grow and keep
your own base of clients to get promoted. Most of all, like
Marc, combine your personal interest, hobbies and passions with
a business development purpose – so that business development
is productive, career enhancing and fun!
|
Jennifer
Zimmerman
Rhoads & Sinon LLP |
|
Building
A Team Of Marketing Allies To Help Women Entrepreneurs Succeed
Over the past year, we have done of
a lot of business development training and retreat speaking
for law firms. Last summer, Jennifer attended one of our marketing
retreats for her firm. She truly stood out as a great example
for other associates.
Although she is now a fourth year associate,
Jennifer demonstrates the entrepreneurial mindset as well as
the marketing and sales savvy of a veteran rainmaker. Here is
why: the ultimate secret to personal marketing success is to
focus on a niche, find a business “pain” and heal
it. This is exactly what Jennifer is doing at Rhoads & Sinon
LLP (a 50+ attorney firm located in Harrisburg PA.).
As a result of her active participation
in the business community, Jennifer realized that more and more
successful business women were leaving the corporate world and
starting new businesses (in fact at record numbers -- a rate
of 10-11 times that of men). As new entrepreneurs, these women
faced a host of legal, accounting, financial planning, insurance
and other business start-up issues. Most businesses fail in
the first year due to poor planning – and women, in particular,
were less likely to be attentive to the formal planning and
paperwork discipline required for a successful business launch.
Moreover, there was not a natural place
for these women to go in order to get the full range of business
help they needed. She here is what Jennifer did.
1) Organized a team of allies to serve
women business leaders: "As a young associate, I knew that
I needed a) some veteran professional women who could both mentor
me and provide credibility to our joint business development
programs; b) colleagues at the firm who were motivated to market
and brought additional capabilities and in-depth expertise and
c) support from marketing experts." Here is what Jennifer
did to get this venture off of the ground:
• Secured allies inside the
firm: First, Jennifer approached her mentor at the firm -
Donna Clark. She worked with Jennifer representing creditors’
rights in Chapter 11 bankruptcy proceedings involving nationwide
corporations. In addition, they both provided advice in business
planning, including advising businesses in corporate formation,
drafting lease agreements, as well as advising businesses
on employment issues. Donna got on board with the idea, provided
the senior level credibility and helped to get the firm’s
backing for this venture. In addition, a fellow associate
– Joanne E. Book – committed to the marketing
initiative as well. As a member of the Firm’s trusts
and estates and litigation practice groups. Joanne brought
a wealth of relevant expertise for the women business leaders
and an eagerness to make this program happen. Most importantly,
Donna, Jennifer and Joanne began to operate as a business
development team.
• Forged a marketing alliance with a financial planning
firm: "The Rhoads-Sinon team knew some prominent businesswomen
from the Executive Planning Group (EPG) – a fast growing
and well-established local financial planning firm. These
women were highly-motivated marketers and brought needed expertise
& capabilities. And they were able to leverage the programs
and marketing support of their firm and business partners
(e.g insurance companies, mutual funds providers, etc). Similar
to our Rhoads & Sinon team, the EPG people included a
senior businesswomen and one of her junior colleagues as well
as a human resource consultant. Beyond their expertise and
resources, this firm could take the lead in doing some forms
of marketing that as attorneys we were unable to pursue due
to legal ethics restrictions."
2) Developed a group game plan and contract
of action: "In order for this program to work we had to
practice what we preached to clients. We began to treat this
initiative like our own little business venture. So, we set
goals in terms of number of clients that we aspired to attract
and introductions we would make for one another. We agreed that
we would focus mainly on attracting a select set of very successful
female business leaders – and attempt to get 10-30 attendees
at each event. We scheduled out 5-6 programs for the year, identified
dates & topics, made team assignments and developed work
plans & timelines. Finally, we committed to make personal
mailings, calls and contacts to ensure that the programs were
well attended by the right kind of women business leaders."
3) Executed an internal and external
marketing plan: "As a team, we know that we needed the
support of our firm and colleagues to make this work. And we
had to be diligent and disciplined in our marketing." So,
the team of allies
• Secured the support of the
Firm’s Executive Committee: "Donna and the owner
of EPG pitched the plan to the EC of Rhoads-Sinon (along with
the joint team). As a result, the firm agreed to provide origination
credit, branded the effort with the Firm name, provided budget
and devoted the support of the Firm’s Marketing Department."
• Adopted an aggressive, ongoing marketing program with
a personal touch: "For example, this year we developed
a combined list of women business owners. We sent approximately
700 personal Christmas cards with a save the date refrigerator
magnet with all the programs detailed for 2006."
This approach that Jennifer followed
is a best practice that other associates can emulate and tailor
to their own practice focus. So, let’s take a look at
the accomplishments that Jennifer and the team produced, how
she made time for marketing as an associate and what advice
she has for associates who aspire to do more proactive marketing
in 2006.
Accomplishments
Here are 3 brief examples the results
of this marketing program:
• Landed new clients for the
firm: "As a result of these programs, we have added 1-2
new clients each year which is a pretty good result in the
start up phase. We expect even better results in 2006."
• Increased visibility and word of mouth advertising:
"Our firm and capabilities are now known to an attractive
market niche where we had little historic presence."
• Colleagues are referring business women clients and
contacts to our programs: "More and more of my colleagues
are sending people to our programs. This helps to highlight
the value of our relationship with them."
• Serving as the only associate on the Firm’s
Marketing Committee: "I am able to serve the firm by
seeing how marketing programs can contribute even more to
the future success of Rhoads & Sinon."
Making time for business
development
As associates, we all have to achieve
our productivity goals and chargeable hours. But, business development
is vital as well. So, don’t let your billability requirements
be an excuse. Here is what Jennifer suggests:
• Just do it!: "Make up
your mind and commit to personal marketing. If you believe
it is important to build your book of business as it truly
is to your professional career, then you will find the time
to do it."
• Leverage marketing coordinator of the firm: "Our
marketing coordinator has been great. She has taken on a lot
of the burden off of us.
• Be selective: If you are going to do more business
development, then you have to do less of something else. Be
pretty ruthless about eliminating activities that have no
business development value."
• Spread the work around the team: "One of the
great advantages of the team marketing approach is that we
each have roles and responsibilities. It makes it easier to
get things done when it doesn’t all fall on you."
Jennifer’s advice for
associates who aspire to do more business development
Jennifer’s strong advice is that
you find your own personal marketing mission and program that
you will own in 2006. Here are some tips she has for you based
on her own experience:
• Get a mentor(s) and market
together: "I was fortunate to have the credibility from
Donna and the senior woman from EPG. And they both taught
me how to market and convert business."
• Find a niche that matters to you: "Over the years,
I have served as Co-Vice Chair of the Pennsylvania Bar Association
Commission on Women in the Profession and been a member of
Junior League. So, I have a deep interest in helping women
to succeed in the business world – especially those
transitioning into being entrepreneurs."
• Expect some natural, initial resistance: "Don’t
worry if you run across some initial skepticism or if colleagues
don’t immediately warm up to your idea. Keep refining
it and press on."
• Be a cross marketer: "Know your firm’s
breadth of service capabilities. You will be in a better position
to spot an opportunity and get the potential client to the
person best positioned to help them."
• Recruit your team: "Either get on an established
marketing team or create your own. Your chances for success
are better with a mix of talents and a shared workload. It
also makes it easier to stay motivated and accountable if
others are counting on you."
Jennifer’s goals for
2006
In addition to the marketing program
reviewed above. Jennifer’s goal is to continue to grow
her expertise in representing creditors in bankruptcy matters
and internally market her capabilities in this area. “Donna
recently left the firm for another nice opportunity with a trade
association. So, I am taking on her workload along with me previous
base of work. I want my colleagues to know and respect my expertise
in my core practice area. I want them to feel completely comfortable
in cross marketing and cross selling with me. And I also want
them to be thoroughly confident in making introductions for
me to their clients and contacts."
Lessons you can learn from Jennifer
Like most successful entrepreneurs, Jennifer
embraces three principles that underlie her success. First,
you can’t succeed alone; so be a team player. To succeed,
you need a team of like-minded marketers with complementary
strengths and distinct roles. In addition, make sure that your
team and your firm receives the benefit of your marketing as
well as yourself. Second, treat business development with the
same project management rigor and time management discipline
that you bring to client engagements. Finally, just do it. You
are right, There are always barriers and competing pressures
that make business development difficult. But, in the final
analysis, it is up to you to build your practice and make your
own way in the profession. So, think and act like an entrepreneur
and find a way that you too can just do it in 2006. |
Contact
us for help with your firm and for further information:
SAGE PDI, Inc.
(630) 572-4798
mcummings@sageprofessional.com
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