Category: Legal Marketing

Wasted Time and Money: Top 10 Ways Firms Squander Precious Marketing Resources

effective marketing top 10At the conclusion of a recent presentation I gave to a local bar association, an attorney in the audience asked how law firms are wasting their marketing dollars. “After all,” he said, “our firm only has a limited amount of money for marketing, and I want to make sure we are spending it wisely.” I was honest, and told him that, in my opinion, many fine firms are squandering their marketing dollars by the bucketful. And it’s often in the same familiar ways.

Let me begin with the assertion that, for most lawyers and law firms, effective marketing is all about personal relationships. It’s not about brochures, advertising or other marketing gimmicks. It’s especially about relationships with existing clients and referral sources. Consequently, I almost always recommend that a law firm begin “marketing” by making darn sure its clients are satisfied. If they are, they’ll be loyal to the firm and come back when they need legal counsel. Beyond that, they’ll tell their friends and business associates about you. Too often, firms get caught up chasing prospective clients, forgetting about solidifying and expanding relationships with the clients they already have.

After ten years of experience marketing legal services, I have developed some strong views on what firms are doing right and wrong. But before writing this article, I thought I’d post that attorney’s question to the 1,000-member law marketing listserv, a cyber-community of law firm marketing directors and consultants. The responses came back fast and furious and I’d like to share our collective opinions with you.

So here we go – the “Top Ten Ways To Waste Money Marketing Your Practice,” in David Lettermanesque ascending order of wastefulness.

#10 – Random Acts of Golf and Lunch

Golf and lunch are fine marketing activities, very conducive to relationship building. But playing golf with an endless array of acquaintances who don’t have the ability to hire or refer you is hardly an effective use of your marketing time. Nor is that monthly “skins” match with your brother-in-law and his drinking buddies. The profession’s top rainmakers have a plan — even if only in their heads — when they go on their boondoggles… er, I mean, marketing ventures. They have determined who they want to get to know better and, from there, they develop a systematic plan to go about building and enhancing relationships with them. The key word is plan.

#9 – The “Really Big Show”

Reminiscent of Mickey Rooney and Judy Garland deciding to “put on a show,” your firm decides to present the mother of all seminars. Over 300 people spend a half-day listening to you and your partners talk about the latest changes in state law. It was great. Problem is, there was very little follow up. When it comes to seminars and similar events, we suggest that you consider smaller, less formal and more interactive sessions. Think about a seminar series, focused on a particular industry, where participants get together repeatedly. This way, the follow-up is built in. Wasted Time and Money.

#8 – Other One-Shot Wonders

Come to think of it, forget about any marketing activity that does not include follow-up. All the marketing events that your firm sponsors — seminars, open houses, holiday parties, and the like — should be looked upon as relationship building platforms. And personal follow is the key to making them work. All participating attorneys should follow up with at least two or three people at each event, focusing on folks who can help them achieve their objectives.

#7 – Brochures and Newsletters That Cure Insomnia

Good brochures and newsletters have their place among effective marketing tools. But who wants to read mindnumbing tomes about the history of your firm and its 14 practice areas? Not me, and not your prospective clients either. Keep the copy concise and easy-to-read. Use bullet points whenever possible. Hire a talented graphic designer who will produce sharp, attention-grabbing marketing material.

#6 – Invisible Advertising

No doubt, print and broadcast advertising works for attorneys with consumer-oriented practices (like family and personal injury law) and I’d recommend an ad in the Yellow Pages in a heartbeat. But things like traditional “tombstone” ads and “one-time” ads in a newspaper or magazine are practically worthless. Studies show that it takes 7-11 impressions before somebody will recall seeing your ad. Consistency and frequency are essential. Here again, hire a good graphic designer and stay light on copy to make sure your ads are noticed. If you want to advertise, do it right.

#5 – Holiday Chochkes

Ahhh, the holidays. Talk about getting lost in the shuffle! Effective marketing strategies get noticed and stand apart from the crowd. The holidays are far too busy a time for your cards, parties, and gifts to be fully appreciated. However, if you must send holiday cards, by all means, sign them personally!

#4 – Directories, Directories and More Directories!

Over the past ten years, law firm directories have sprouted like cattails in the Everglades. Unfortunately, most have little marketing value. Decision-makers simply don’t use them very much. In fact, our friends on the listserv think that only a few directories, such as LawOffice.com, Martindale-Hubbell and Best’s (for insurance defense counsel), are worth the money. Bottom line….hold on to your cash.

#3 – Vanity Letterhead

We’re talking about the kind that features every lawyer’s name on the masthead. Every letter becomes two-pages long, and each time a lawyer joins or leaves the firm the old supply gets chucked and a new supply is ordered. Often, the new letterhead is out of date even before it comes back from the printer! Most firms have abandoned this practice and yours should, too. Consider adding a snappy firm logo and/or a splash of color. Don’t worry, it’s OK.

#2 – PPPPs (Powerful Partner’s Pet Projects)

Our #2 money waster was sent in by Bev Davis, chief operating officer for a well-known Oregon law firm….and you know exactly what she’s talking about! The firm’s $5,000 contribution for a table at the “Belles of the Confederacy” Dinner Dance, for example. Powerful Partner Jim thinks it’s a great idea. (So happens his wife is on the Board of Directors.) PPPPs are rarely budgeted and are hardly ever consistent with firm-wide marketing objectives. They tend to consume vast quantities of money and staff time. A firm-wide marketing plan goes a long way toward reducing the number of PPPPs. Show Jim the plan and just say no!

#1 – Consultants Who Don’t Know **** About Law Firms

Law firms are a different kind of beast — big egos, lots of democracy, convoluted compensation systems and, in many cases, a disdain toward marketing. Yet, I see it happen time and time again. “We hired Sally because we liked the work she did for our big banking client. But she never could manage to implement much of anything around here.” When it comes to building consensus for a new idea or getting people to focus on non-billable activities, there is nothing quite like a law firm. It takes someone who’s been there to make it happen. If you decide to hire a consultant, hire somebody who has a successful track record working with law firms like yours.

Well, that’s it for now. I hope you enjoyed this round-up of marketing blunders. Perhaps you recognized one from your own firm’s recent efforts on the list. My objective was to help you think about how you and your firm can more wisely spend your marketing dollars. After all, you have limited resources. My best advice….develop a proactive, firm-wide marketing plan. See you at the 19th hole!

ARTICLE BY John Remsen, Jr of The Remsen Group

Copyright 2016 The Remsen Group

Law Firm Business Strategies: 4 Keys to Breaking the 7-Figure Barrier

It’s no surprise when laid-off lawyers or law school grads who can’t find a job hang out their own shingles, but there are even more attorneys heeding the siren call to start up their own firm in order to achieve a better work-life balance (if that even exists).law firm marketing business strategy

You may feel at times that starting a law firm is counterintuitive when it comes to finding balance in your life. However, if you build it right, running your own firm can be a highly satisfying way to employ yourself and serve clients the way you’ve always wanted.

I have personally trained over 18,000 lawyers on how to manage and market their firms more efficiently and effectively. I have probably helped more attorneys break the seven-figure barrier in revenues than anyone else. I’m not telling you this to brag, but to share with you the keys to breaking the seven-figure barrier based on my experiences.

Key #1:  Run your law firm like a business.

You studied the law as a noble profession, but to break the seven-figure barrier, you must run your law firm like a business. As a solo practitioner or the owner of a small law firm, your primary focus – after gaining competency as an attorney – is to understand and apply the key principles of business development, operations, management and law firm marketing every single day. There are 10 major parts every successful law firm owner must focus on – in this order:

Marketing: The purpose of marketing is to generate leads. There are a wide variety of ways to do this. All of them work, but they are not always suited for all situations, practice areas or attorneys. Find three-five different ways that work for you and use them frequently. Not every attorney will be a top Rainmaker, but everyone can do something to grow and market his or her practice.

Sales: The purpose of sales is to close the deal or sign up the client. Once you start generating leads, you must become better at getting prospects to become paying clients.

Services: Once you have become proficient at generating leads and closing the deal, you must perform the services for the client. When you fix your marketing, then you have a sales problem. When you fix your sales problem, then you have a services problem. See how this works?

Staff: When you become successful at marketing and sales, eventually you will also need more staff to do the work. You cannot hire just any staff; they must be the right staff for you. What kind of culture do you want your firm to have? Who will best fit that culture? Develop a list of qualities and characteristics you need your team members to have.

Systems: Policies, procedures and systems allow you to scale to the next level. Without written systems you cannot scale your business. You will hit a breaking point. It may be at half a million or more, but eventually you will experience a lot of unnecessary pain and suffering because you didn’t invest in creating written policies, procedures and systems for your law firm. You need written systems for every major part of your business. From marketing and intake to money and metrics, it all must be logically written down so even a brand new team member who knows nothing about your business can follow it.

Space: After you start hiring the right staff because you have more clients to serve, eventually you will need more office space to house them. Far too many attorneys get caught up in renting a much bigger or nicer space than they can afford in an attempt to “keep up with the Joneses” or give off the appearance of being more successful than they are. The pleasure you may gain from a fancy office is nothing compared with the worry of making those big payments every month. Don’t strap yourself with too many financial obligations and be careful about signing longterm agreements, especially when you’re just starting off.

Money: Very few attorneys went to school to become a bookkeeper or an accountant, but to manage a growing business you must know how to manage your money. You need to know the basics of finances for small business, from reading a profit and loss statement to analyzing your cash flow. Being an owner means other people are depending on you to manage the money wisely.

Metrics: To consistently break a million dollars per year in revenues, there are over a dozen numbers you must be monitoring and measuring consistently. Here are a few of them – unique website visitors each month, leads per month, average cost per lead by marketing channel (PPC, SEO, TV, radio, print, etc), appointments your team sets per month, show up rate to your appointments, conversion rate for initial consultation by attorney, average cost per client acquisition by marketing channel, cost of goods sold (COGS) per practice area and profit margin per practice area. This is not a comprehensive list, but if you know, measure and track each of those metrics every month, you’re on your way to comprehensively monitoring your business.

Strategy: While having a great strategy is necessary, most attorneys spend too much time developing a strategy and too little time implementing the strategy! Get some leads in the door. Make the sale. Collect the money. Do great work. Obtain some referrals. Wash, rinse and repeat! Then work on your next level strategy.

Self: Upgrading yourself is the last, but most important step. You need to read business growth books or take classes or seminars if that fits your style of learning better. Hang around other successful business owners. Join a mastermind group of successful attorneys. Push yourself outside of your comfort zone. You will never build a multimillion-dollar law firm by staying inside your comfort zone.

Key #2: Focus on a Niche

When you’re in the startup phase (from $0 to about $250,000), you face a never-ending challenge of taking whatever business comes in through the door in order to pay the bills or concentrating on one area to build a niche practice. It becomes a question of short-term focus versus longterm survival – and I realize that most solos need to balance both in order to make it.

However, the faster you can start focusing on one to two practice area niches, the faster you will go from having a job ($0 to $500,000) to creating a practice ($500,000 to $1M). When people see you as a jack of all trades (the generalist approach), they also perceive you as the master of none. People will pay more for a specialist because they see you as an expert. People will refer more to a specialist because they aren’t afraid of you stealing their clients or competing with them. Contrary to popular belief, this approach does not limit you. It helps to focus your marketing and business development efforts.

There are many ways to select a niche, but it must be small enough to be realistic, yet big enough to have enough potential clients in it. For example, being No. 1 divorce attorney in all of the Phoenix metro area is not realistic. There are far too many entrenched and successful competitors to ever achieve this. However, you could be the No. 1 divorce attorney for entrepreneurs and small business owners in the East Valley. Here are a few other ways to select a niche:

  • ServiceNiche: DUI attorney for licensed health care professionals; estate planning and asset protection for doctors and dentists; tax attorney for the self-employed; business transactional lawyer for real estate investors; business immigration law for the hi-tech industry; business law for health care providers; and IP and trademark lawyer for small business owners.

  • Industry Niche: Technology, agriculture, doctors, transportation, restaurant owners, manufacturing, construction, energy, or real estate development.

  • Geographic Niche: Phoenix, Gilbert, Tempe, Chandler, Scottsdale, or the East Valley.

  • Specialty Market Niche: Privately held companies, Fortune 500, physicians, white collar executives, blue collar construction workers, franchise owners, bicycle accidents, fitness centers, Spanish-speaking clients, developers, or commercial lenders.

Review your top 10 client list (either by amount of revenue/fees generated or in terms of how much you enjoy working with them). Then, look for any similarities. It may not be apparent at first, but keep asking questions and you will find it. Building a niche around a solid client base is one of the fastest ways to differentiate yourself.

Read Part 3-Law Firm Business Strategies: 4 Keys to Breaking the 7-Figure Barrier (Part 3 of 4)

ARTICLE BY Stephen Fairley of The Rainmaker Institute
© The Rainmaker Institute, All Rights Reserved

Your Guide to Developing Your Personal Marketing Plan…and Why Every Lawyer Should Have One

In my humble opinion, every lawyer in private practice –- regardless of how many years practicing law — should have a Personal Marketing Plan. Here’s why:

You Will Seize Control of Your Career

Creating and implementing your Personal Marketing Plan enables you to seize control of your career. In time, it puts you in a position to attract and retain clients you enjoy, and matters you find challenging and interesting. You will also be less dependent on others to feed you. There are two kinds of lawyers in private practice: lawyers with clients, and lawyers who work for lawyers with clients. Which would you rather be?

You Will Make More Money

Rainmakers make more money — often a whole lot more money — than non-rainmakers in just about every law firm in the U.S. Chances are you’ve heard the terms “finders, minders and grinders.” Trust me; the action is with the finders.

You Will Have More Clout in the Firm

Lawyers who bring in business also have more power within their firms. Over time, they emerge as firm leaders, influencing important decisions about the firm, its policies and procedures, and its future direction.

How Much Time Should You Invest?

Of course, implementing your plan is the key to success….and it takes time. Non-billable time. I recommend that Partners invest 200 hours a year, and 100 hours a year for Associates. It’s critical you do a little bit every day. Fifteen minutes here. A half-hour there. Effective marketing and business development is not a “start-stop” process. It’s like an exercise regimen…results come with consistency over time.

What Types of Things Should You Do?

Partners should visit top clients at the clients’ places of business each year. (Refer to my previous Marketing Tip about Client Site Visits.) Associates should focus first on honing their legal skills and “credentialing” activities. For all attorneys, lunch once a week with a client, prospective client or referral source is a good habit. Joining and being actively involved in a well-chosen organization is another good thing to do. (Refer to my previous Marketing Tip about Individual Marketing Plans.) Article writing and speech giving are good activities, as well.

Make the Commitment to Yourself

Of course, developing and implementing your Personal Marketing Plan requires non-billable time. And, herein lies the dilemma for many lawyers. Non-billable “marketing time” is not rewarded — and sometimes not even measured — in many law firms. No matter, you should invest the time anyway. In his book True Professionalism, David Maister states that billable hours are for today’s income, but what you do with your non-billable time determines your future. I couldn’t agree more.

ARTICLE BY John Remsen, Jr of The Remsen Group

Copyright 2016 The Remsen Group

Register for next week’s LSSO RainDance Conference – June 7 & 8

LSSO’s annual RainDance Conference is the key resource of the organization.  The two-day conference is filled with high-level interactive sessions, roundtables and lively discussions with industry thought leaders.LSSO RainDance Conference 2016 Chicago

LSSO’s RainDance Conference – Register Today!

When: June 7 & 8, 2016

Where: The Mid-America Club, Chicago, IL

RainDance offers less of the theory and more of the practical, effective sales and service strategies for attendees to bring back to their firm and implement immediately.  With an intimate setting, you can expect open and honest dialogue among the attendees about the challenges they face in meeting the demands of the increasingly competitive and evolving industry.

RainDance is for firm leaders who have significant responsibilities for client retention, client growth, new business development, client service, and process improvement strategies to shape the future of their firms. It is recognized and known for attracting the highest caliber of attendees who are often regarded as the thought leaders in their firms and those who help shape the industry.

Click here for more information and to register.

About LSSO

The Legal Sales and Service Organization, Inc. was launched on August 8, 2003. At that time, law firms were beginning the evolution from marketing to incorporate business development and service initiatives.

Legal departments became ever more demanding of their firms and increased their use of process improvement tools, like Six Sigma and Lean, internally. However, law firms did not have the resources or tools in the areas of business development, service excellence and quality initiatives. LSSO was created to fill those needs.

Then and especially now, law firm leaders have ever-greater responsibilities for the future of their firms. The market is crowded and highly competitive. Clients are sophisticated buyers. As such, lawyers and law firms must employ effective sales and service strategies, whether they are responsible for bringing in new business or developing and retaining clients through service delivery.

Attend the LSSO’s 13th Annual RainDance Conference June 7-8

LSSO’s annual RainDance Conference is the key resource of the organization.  The two-day conference is filled with high-level interactive sessions, roundtables and lively discussions with industry thought leaders.

LSSO RainDance Conference 2016 Chicago

LSSO’s RainDance Conference – Register Today!

When: June 7 & 8, 2016

Where: The Mid-America Club, Chicago, IL

RainDance offers less of the theory and more of the practical, effective sales and service strategies for attendees to bring back to their firm and implement immediately.  With an intimate setting, you can expect open and honest dialogue among the attendees about the challenges they face in meeting the demands of the increasingly competitive and evolving industry.

RainDance is for firm leaders who have significant responsibilities for client retention, client growth, new business development, client service, and process improvement strategies to shape the future of their firms. It is recognized and known for attracting the highest caliber of attendees who are often regarded as the thought leaders in their firms and those who help shape the industry.

Click here for more information and to register.

About LSSO

The Legal Sales and Service Organization, Inc. was launched on August 8, 2003. At that time, law firms were beginning the evolution from marketing to incorporate business development and service initiatives.

Legal departments became ever more demanding of their firms and increased their use of process improvement tools, like Six Sigma and Lean, internally. However, law firms did not have the resources or tools in the areas of business development, service excellence and quality initiatives. LSSO was created to fill those needs.

Then and especially now, law firm leaders have ever-greater responsibilities for the future of their firms. The market is crowded and highly competitive. Clients are sophisticated buyers. As such, lawyers and law firms must employ effective sales and service strategies, whether they are responsible for bringing in new business or developing and retaining clients through service delivery.

The Challenge of Developing Marketing Initiatives in Law Firms

In many ways, law firms can be tough environments to begin marketing initiatives.  The National Law Review had the opportunity to follow-up with the panelists at the Designing a Wholly Integrated Marketing and Business Development Model Panel at this year’s Marketing Partner Forum conference.  Ian Turvill, Chief Marketing Officer at Freeborn & Peters LLP, Beth Cuzzone, Director of Business Development at Goulston & Storrs and David Burkhardt, Client Service Director at Wyrick Robbins Yates & Ponton LLP were gracious enough to share their thoughts on how to integrate marketing strategies into law firm life.

First of all, in many ways, marketing in law firms is tough because firms are naturally critical of new initiatives and leadership tends to be filled with “professional skeptics” who are quick to point out why something won’t work.  So to be successful, one must be strategic.  Turvill says, “It is difficult to get leadership on board with a strategy, and it will take time for strategies to show results.  So the answer is to take these facts explicitly into account.  I am a big believer in starting small, demonstrating that a particular approach is likely to bear fruit.”  Burkhardt says, “It’s important to monitor and improve client satisfaction and to ensure that our clients are aware of all the services available to them.” Cuzzone offers two golden rules: “the marketing initiatives [should] align with the firm’s strategic direction, culture and values.  The burden is on the marketing professionals to marry the implementation of the strategy with their firm’s people, personalities and budget.”

That means playing to people’s strengths.  Many marketing professionals at law firms have the same complaint: getting attorneys to work on marketing goals can be a difficult ask.  One example of this is content generation for content marketing: getting attorneys to write can be a challenge.  Turvill reminds us that “Recognize first that writing or generating content may not be the right approach for all attorneys.  As someone said to me, ‘you shouldn’t try and teach a pig how to sing opera; the pig will get angry and you’ll simply get muddy.’”  Turvill points out that there are many ways to create content, and “it is not necessary for attorneys to be the laboring oar on content generation.”  External consultants can be helpful, and finding ways for attorneys to have public obligations for writing give them a greater sense of  commitment.  Turvill says, “once the content is generated, then we repurpose that in as many ways possible.”  Cuzzone agrees, saying, “Once an attorney produces one piece of content – members of our department are good at repurposing it in several mediums. We turn a litigation win into a case study . .  . We turn a simple blog post into an executive briefing powerpoint to be given to clients or an article into a checklist, and so on.”  Cuzzone adds that it is very important to have strong writers on your team.

Once you have content, a social media strategy is crucial for getting it out and seen.  However, a good social media strategy is a bit more in-depth. Cuzzone says it’s all about creating a “unique social media personality by posting items that reflect our culture, people and clients … we don’t just post links to our newsletters and press releases. We also started interacting with clients on social media.”  Turvill agrees that social media should be thought-out and deliberate, involving the basic principles of marketing.  Social media channels should be segmented, so various practice groups have their own channels and the content should be tailored with client needs in mind.  Turvill also suggests that content should be differentiated–so there is information available through your social media feeds that is unique to you.  All of social media should be targeted, so that you know who your audience is broken down in terms of their position, industry and interest.

Turvill and Cuzzone agree that in terms of success, it’s important for law firms to know who they are and where they’ve been.  Turvill says, “The single most important technology is a database of a firm’s experience that can be easily searched and then used to generate a listing of representative matters  in response to a request from a client.”  Being able to quickly reference previous work done, and its subject matter is an important tool to have, as Turvill points out, “Outside of references, a client will judge a firm’s appropriateness for a matter based largely on whether they’ve done something like this previously.”  Cuzzone agrees, saying, “much consideration needs to be given internally before developing an external strategy.”

In his role as Client Services Director at Wyrick Robbins, David Burkhardt sees the importance of “listening opportunities.”  Burkhardt sees his job to provide, “intentional and sustained client advocacy.  Client service reviews, interviews and satisfaction surveys are a natural way to engage our clients in conversation.”  These are the opportunities for firms to learn about their performance and how their client’s perceive their service, perhaps using different metrics than law firms are familiar with.  Burkhardt says, “Law firms still have a ways to go to truly make their clients’ voices heard.  Yes, you won the case or closed the deal, but that is not always the ultimate sign of client success.”  Burkhardt points out that things like how your firm communicates with clients can have a big impact on how the client views the transaction. Similarly,something as minor as asking clients if they prefer an email to a phone call–can make a big difference.

As these steps are put in place, in order to demonstrate the success that might otherwise be difficult to measure, it’s important to create a measurement system that can show the growth or change.  Cuzzone says, “Since implementation has a high failure rate in law firm marketing, benchmarks are essential to show progress along the process.”  Being able to demonstrate success, with numbers and data, can go a long way to convincing skeptical law firm leadership that marketing initiatives contributed to the bottom line.

Successful marketing within law firms requires strategy, self-awareness, and a solid understanding of what your clients, and potential clients, want.  Strategically playing to the strengths of your firm for marketing purposes, re-purposing content, having a social media plan, and making sure yardsticks are in place to monitor progress are all important steps in being successful.

Article By Eilene Spear
Copyright ©2016 National Law Forum, LLC

The Future of Law Firm Marketing with Deloitte CMO Diana O’Brien [PODCAST]

In this podcast interview, John McDougall of McDougall Interactive and legalmarketingreview.com and Nicole Minnis of The National Law Review speak with LMA keynote speaker Diana O’Brien about her role as CMO of Deloitte, the future of law firm marketing, marketing technology, and the challenges that law firms face with traditional and digital marketing.

John McDougall: Hi, I’m John McDougall, CEO of McDougall Interactive, and I’m here today with Nicole Minnis, Lead Publications Manager at the National Law Review. And our guest is Diana O’Brien, the Chief Marketing Officer of Deloitte. Diana will be the Keynote Speaker at the upcoming Legal Marketing Association annual conference on April 11th – 13th, in Austin, Texas. Welcome, Nicole and Diana.

Nicole Minnis: Thanks John, hi, and hello to you, Diana, as well.

Diana O’Brien: Thanks John and Nicole, it’s great to be here today.

John: Absolutely, and Diana, thanks for taking the time. You are a fairly new CMO, and I know that you came to this role from a non-marketing background — given that, what inspired you to take this new role as CMO of Deloitte?

Diana: Well “inspired” is the right word. First, my passion was really clients. I’ve spent 30 years in client service. That’s really where I learned to listen to clients, and respond, and react to what it is that they needed, and that was really the impetus to me appreciating and becoming, I think, a champion for clients within our firm. So today being the Deloitte CMO, I’m really the champion for all of our clients, and I’m responsible for helping out stake-holders within the firm whether they be our newest associates to our partners, be responsible for listening and understanding the collective needs of all of our clients and creating an environment where our clients get every day, in every interaction, a world-class experience in every touchpoint. So the client experience is something that I’m just deeply passionate about.

The second thing I sort of married up with that is I had the chance, after having that career, to take on a responsibility of being the Managing Director of Deloitte University – which is our learning center in Texas – and that’s where I came to appreciate and recognize that the world has changed. What worked yesterday doesn’t work tomorrow. We need to create environments where people can thrive, and grow, and continue to evolve, and I had the chance to do that for all of the learning. But, really, the same is so true for marketing today. We’re moving from this world where you could just push out this sort of one-way message where you were communicating what you wanted to communicate and push it out there and hope people heard it, to this more interactive, 24/7, broader business connection, and creating an environment where your clients thrive and you’re part of that active engagement. So it’s not really a back office anymore, it’s right front and center with the clients, and it’s a new capability that you need in order to do that.

So when you marry those two things up, it was a perfect choice for me and I was excited to take it on.

John: Yes, it sounds like empathy and inspiration.

Diana: Yes.

John: And what’s your mandate as CMO?

Diana: It’s really simple. It’s really to drive growth for the firm; it really couldn’t be any more simple than that. What I would say that maybe would resonate, I think, for a lot of marketers is that it does still start with the Deloitte purpose, and I do think that you don’t grow unless you’re grounded in your purpose. So, a good CMO is always going to know what that is and be able to inspire all their professionals to link back to that. So, the Deloitte purpose is to make an impact that matters with our clients, our people, our communities. So, when I think about what my job is and I think about the 70,000 professionals that work at Deloitte, I need all of them every day to go out and strengthen our brand to grow the firm by showing up to our clients in a consistent but personalized way that creates strong relationships, that builds powerful experiences, delivers unique insights that helps our professionals and our clients establish the kind of connection that is sustainable over time so we can really help as problems and issues go over time.

Changes to the Marketing Organization at Deloitte

John: And what changes have you made to the marketing organization in order to execute on that mandate?

Diana: Gosh, I’ve been busy with that.

John:  Quite a few.

Diana: We’ve streamlined a lot. We have really focused on optimizing the resources but we’ve been driving towards a new model. What’s interesting about Deloitte in this regard – and I don’t know that everyone’s appraised this quite yet but – we encompass, obviously, the most traditional elements, which is the communications and marketing capabilities, but all of the go-to market assets, if you will, sit under me as well. So, our go-to market channels [including our managing partners in key markets, our client leaders and our industry practice leaders] and thought leadership, public policy, corporate citizenship, they have been put under me as well and so that’s unique and actually I’m hearing some of that. I’ve met with a few other CMOs that are doing some of the same things and have had some of the same responsibilities, and so what I like about it is that it’s really this combined essence of, really, how does the market — How do you drive growth? How do you really develop a marketplace?

The other thing we think is really important is digital. Obviously we have a strong digital practice and that serves our clients, but it also serves our in-house marketing team and that’s key to us being able to deliver our brand every day and create those kinds of experiences that we were talking about and deliver those insights. So I work very closely with the consultative arm of our Deloitte digital practice.

John: That’s a lot of stuff going on. That’s fantastic. Go ahead, Nicole.

The Future of Law Firm Marketing

Nicole: Shifting gears slightly and thinking about our legal marketing listeners more specifically, what do you see on the horizon in terms of transformation or potential paradigm shifts for law firm marketing?

Diana: It’s so interesting, Nicole, I think in many ways. Professional services, accounting, and consultancies like our firm and law firms, have some real similarities in this regard. I think digital marketing is going to continue to grow and that’s really for all of us, it’s not just legal markers. But we need to face it in a way that maybe some others don’t have the same issues, partly because we come from professionals where we’re highly skeptical. That’s just our profession, so we have to maybe be a bit more willing to get into the data around the success of digital and how that may in fact change us and work to be a better adopter of it. With some of the increased competition that’s there, I think if we don’t do that, the professional services environment has some challenges to stay ahead of the game, and that’s particularly going to be the case, I think, with talent. That’s going to be one of the big challenges if we don’t address that.

Certainly social media, obviously law firms are doing things in social media, but I think it will continue to be a big focus. It certainly has been for us. We have worked to become more engaged and use more outside platforms – and my own micro-site is an example – to sort of meet people where they are. We use LinkedIn more than we’ve ever used before to help us connect into the marketplace.  We’ve all got to figure out how to have our sites optimized for mobile so content can be more easily consumed. And again, when you come from a place where maybe adaptability is a little lower and skepticism is a bit higher, the mindset of professional services firms where we do have some of that, we have to work harder I think to embrace some of those things.

Marketing Technology

Nicole: It sounds to me like Deloitte is way ahead of the curve in terms of digital technology so I commend you and your firm on those efforts. What marketing technology do you see is getting the most buzz right now besides some of the things that you’re already working on?

Diana: It’s a good question. I have two things I want to say on this, one social listening is obviously incredibly important in content management systems or continuing to evolve publishing platforms, and it’s important that we stay thoughtful of that, but the number of channels that you now have to participate in is exhaustive, and it’s just growing, and I think it’s important that we not become sort of overwhelmed with the technology, but really solve specific business problems. One of the things I think that law firms can do is I think it’s important that they continue to differentiate themselves with eminence, and thought leadership, and specific things that you can differentiate yourself on. And one of the things I think that are particularly useful are – maybe not as technology-buzzing, if you will – but blogs and podcasts. I think they’re low-cost communication tools that really are a more direct engagement, and can connect more easily sometimes with the targeted audience that you want with the specialized information that you have.

Sometimes I think we can become sort of enamored with the technology. When I first took on I felt like, maybe the first four months, I was a bit enamored with the technology, but I kept coming back to, “Well, what problem am I really trying to solve for that’s going to drive my business?” While I think there are some interesting things out there that we all need to be aware of, I think it’s important to keep coming back to, “What problem am I solving?”

Marketing and Thought Leadership

John: As a follow-up to that, I love hearing you talk about thought leadership. I own a site, authoritymarketing.com, and we do a lot of work around the idea that your experts and your thought leaders, especially in professional services, will help propel your blogging, and podcasting, and marketing, and SEO, and social media. Would you say that those blogs and podcasts can also then be used by your sales people in business development, and is it kind of streamlining your efforts or killing two birds with one stone by doing both of those things at once? Not just doing the blogs and podcasts for their own right for their search in social benefits and all of that, but to also potentially use for biz dev?

Diana: Yes, there’s no question, and actually we did something interesting this last year. We actually did an active online course on a couple key topics that we felt we were expert in, and what I feel happened as a result of that is the level of engagement that we were able to achieve. It’s actually really a form of marketing in today’s world which is more interactive. It isn’t this push of a message. It’s this engagement where, let’s say you put a blog out there, someone comments back. In [this case], people are commenting on the course. People are exchanging ideas over the content. So you’re evolving it and working it together. That’s the new world. That’s the new model. It isn’t something that is just, “Here’s my ideas and here they are.” It’s a dialogue and exchange that ultimately is more productive for everyone.

The Biggest Challenges for Law Firm Marketers

John: Absolutely, and what about specifically for law firms, what are the biggest challenges for law firm marketers?

Diana: I think, similarly, something similar that we have is how do you keep differentiating yourself in a saturated market? How do you promote your brand? How do you continually evolve, and innovate, and show that you’re uniquely qualified over someone else? Obviously eminence is one way to do that. Engaging is certainly a way. Thinking beyond law firms and professional services firms like Deloitte have, in the past, always charged – for example – by the hour, and that’s just been a mindset that’s gone in. Starting to think more about, “What’s the real value we’re bringing in?” Thinking of ways in which you can differentiate yourself. I think the marketer has a role now to play in helping to shape the thinking around that.

It isn’t just the message. It’s really the mindset of the organization. It’s the type of strategies and tactics that you will use, such as what we were just talking about in thought leadership. It’s how you create the client experience end-to-end, how you think about all the customer decision-making, how the customer feels at all those points that the marketer plays a role in. I think they have a really unique place to influence the many stake-holders, the many lawyers that are in the organization and how they show up at their clients.

But I think even more importantly than that is the future of where their talent is going to come from. I mentioned it before, but we did a study that was a digital study, we did it with MIT Sloan Management, and what we found was across all these age groups that, primarily, talent is really looking for organizations that are technically capable and receptive to employees being able to be digitally sophisticated. And we found that in many cases companies are not nearly as mature as the upcoming workforce and current workforce wants to be, and so that’s a challenge so we have to deal with that.

Conveying the Value of Marketing to Management

John: Yes, absolutely, especially younger people, and not just very young people, certainly into the 30s, and 40s, and above, but a lot of people are just so attuned to social media these days and searching on their mobile phones so if your organization is lagging in that it doesn’t inspire them. I often hear legal marketers complain how hard it is to convey the value of what they do to the management of their firms; do you have any advice for them?

Diana: I think this is something relatively new for CMOs, personally. I don’t, in my consultative time with clients, I think CMOs often didn’t really find their way into the C-suite, and I think that has changed. This is now a real opportunity to affect the C-suite.

I think the CMO had a chance to connect with the CFO about the metrics that drive sales. I think they are instrumental with working with the Chief Talent Officer about how to empower their employees to be better brand ambassadors, to reflect the culture in their business. I think they need to work with the CIO on any new technologies that might be touching the customer or extracting customer insight within the organization. So now they are really up here and I don’t think that was the case before. So they have a chance to change the perception of marketing and that’s new and it’s really a great kind to build new relationships and I think the advice I would have is not to underestimate the power that you have right now to influence and build key relationships with their peers, to have a sit at the table, to take your seat at the table and translate the customer experience, and bringing the customer championship into business results.

John: Yeah and as you said that earlier, really tying that up into your core mandate, your core value proposition and mission statement and making sure that marketing especially things like in the past, SEO or certain things were easy to kind of push a button and they would happen over on the side. Now they need to be much more integrated, right?

Diana: Yes and I think people consider those tactics. They thought, “Oh, well, just go do that.” Now it is an embedded part of the strategy and you can’t really have an organizational strategy without understanding how the marketing message is linking to that and how you are making them come to life in every element of the customer experience.

Content Marketing

John: Do you think content marketing has really driven a lot of that because if you could do digital marketing in the past, it was a little bit of a fairy dust, you know. You could kind of just sprinkle it on. Now you can’t just do that. You have to really develop content that has to reflect the brand or fail, right?

Diana: Yes. I said one time in a talk, and I thought I’d share it even at the conference, but I used to think of marketing as sort of a little m where it was about this message that you pushed out. And now it’s so much more. It’s really about the big M. It’s about the meaning.

John: Right.

Diana: And you are exactly right. That comes from the content that’s really there and it has to be rich.

John: Yes. And the CEO, the CFO, they should take an interest, and I think they are, more so than ever.

Diana: I do too. I do too.

John: What are you up to these days and how can listeners connect with you online?

Diana: Well, I have been pretty busy with the new role but what I have done most recently, I just left Deloitte University, which is a home to me every time I am there but we just had about a thousand of our folks there that sit in our market development organization that had spent two days thinking about, with a number of guest speakers, thinking about how are we going to continue to create the right connections and gain the right knowledge and to think about the right technologies to keep moving our organization forward.

We don’t have, you know — we’re big and it’s hard always to get people together and I’m glad we made that investment. It’s not always easy to do but it’s important when we do to make the most of it, and I think we did. So I was thrilled to be able to have our people together and I encourage, even when you know, with all the options to do things socially and online and virtually, sometimes being in person is the best way to really further that bond. So I was glad to do that.

So connecting with me, obviously please check out our website, first cmo.deloitte.com where you will get lots of relevant content that’s perfectly relevant to the CMO and I hope everybody goes there. My twitter handle is @DianaMOBrien and I welcome anyone and I’d like to have an exchange with anybody, and then certainly deloitte.com. We welcome anybody to visit us there for our eminence.

John: Absolutely, well thanks for talking to us today and thanks for listening everyone to the National Law Review podcast. Visit the National Law Review website at natlawreview.com and for more information about the Legal Marketing Association’s annual conference, visit legalmarketing.org/annual_conference. I’m John McDougall and thanks for listening.

Article By John McDougall & Nicole Cudiamat Minnis
© 2016 The National Law Review

How to Set a Simple Social Media Strategy for Your Law Firm

With the proliferation of new social media networks and seemingly constant changes to existing ones, attorneys aren’t the only ones confused about how to tackle social media for marketing.

Add to that the fact that most attorneys don’t have much time to devote to social media — nor do they have a department of experts at their beck and call — and you understand the need for setting a strategy that is as simple and sensible as possible for busy lawyers.

I used to recommend that attorneys be somewhat active on all social networks. That was when there were two or three of them. Now it would be silly to make that recommendation. Instead, you need to narrow your focus to the networks that your clients frequent. And how do you know what those are? You begin by defining the key demographics of your target audience.

Those key demographics include gender, age, income, occupation, industry and education level. These will guide you to which social networks you are likely to find your ideal clients. You can find demographic information for most social networking platforms on the Pew Research Center website.

This social media checklist from the Whole Brain Group will provide you with a how-to guide for completing the important exercise of setting a simple social media strategy that will work for your law firm:

How to Set a Simple Social Media Strategy for Your Law Firm

Article By Stephen Fairley of The Rainmaker Institute

© The Rainmaker Institute, All Rights Reserved

2016 Legal Marketing Challenges Opportunities – Jim Matsoukas [PODCAST]

Legal marketing can be a challenge, but it also comes with numerous opportunities. Jim Matsoukas from Pierce Atwood, LLC talks about a variety of marketing tactics in this podcast. Learn about what works, what doesn’t work, and how to use these tactics for your firm.

John McDougall:     Hi, I’m John McDougall and welcome to the Legal Marketing Review Show on National Law Review. Today my guest is Jim Matsoukas, CMO and Director of Business Development at the Law Office of Pierce Atwood. Welcome, Jim.

Jim Matsoukas:     How are you doing, John?

Legal Marketing Challenges for 2016

John:     Really good. So what are some of your biggest legal marketing challenges for 2016?

Jim:     That’s a good question. I think one definite challenge is actually a challenge and an opportunity. [We need to] be smarter about how we go about marketing ourselves digitally and making our website more friendly and more efficient and convenient for people that come to take a look at it. I think that’s very important. That’s something that we have to keep working on. The technology keeps developing and the competition keeps increasing. People keep using digital methods to shop more often, so we need to keep on top of that. That’s definitely one. I think this might be related to that, but SEO optimization is always top of the mind. What we’re finding is that our traffic is increasing in terms of people finding us through organic search. We have to be more sophisticated and more strategic about the language we use on the site and the language that we use in our ads and in our alerts, articles, and publications and how that matches up with people looking for legal services. I think that’s important.

John:     Those are two good ones. On the first one, I don’t know if you’ve heard this stat and I’m trying to think of where I’ve heard it, but Chief Marketing Officers are now spending more than Chief Technology Officers. Marketing has become more technical.

Jim:     I couldn’t agree more with that. I sort of consider myself a CMO/CIO, because you have to be these days. Obviously I don’t deal with the intricacies of the technology as much as a CIO does, but I have to know a hell of a lot about it, because I have to understand how the technology works in order to take advantage of it in the best possible way. So, I keep up with that constantly. I think you have to continue to read and go to panels that are technically oriented and so on.

Legal Marketing Opportunities for 2016

John:     Yeah, it changes like the wind. What are some of your biggest legal marketing opportunities for 2016?

Jim:     Like I said before, the challenge and the opportunity are similar there. Like in digital and website and SEO optimization – those are all key opportunities, but they’re very challenging. It’s two sides of the same coin. Other things that I consider opportunities are to focus more on what we do best and what we do well. Continue to provide proportional support across the firm. What makes a firm different from a corporation is that corporations are more hierarchical and are more able to market and select things and sacrifice other things for strategic reasons. That makes sense for them as a business. We do the same thing, but when you’re a firm, you have to make sure that everybody within your firm, regardless of whether they’re a leading service or supporting service or a niche service, they all have a role to play. So when you’re the CMO of a firm, you have to make sure that you’re balanced and a little bit adventurous in the right way and everybody’s getting that level of investment that they should and they deserve. That’s a continuing challenge, but it’s an opportunity. If you do it well, if you don’t squander resources and you sell what the firm is best at and everybody understands the role they play in sales activity, which is really healthy. That’s something we focus on a lot. Another opportunity is we’re growing quite a bit in Boston, New Hampshire, Rhode Island, and DC. We want to keep that momentum going. A real opportunity for is us that we’re finding [people] are finding us more and more attractive because they see us as a high quality firm that has a relatively low overhead, so we can get people that are lead practitioners who want to lower their rates a bit for their clients, but still socialize and be part of a firm that has a very high level of performance. So far, that’s been a real success for us and we want to try to keep that going, while at the same time making sure that there’s a cultural fit with the people we bring on. We’re a team oriented firm, so everybody shares information and credit. That’s important. I guess the last thing I was saying would be I constantly advise people and train people who focus on clients before leads and look backwards. A lot of times the natural reaction in marketing is to develop more leads and raise more awareness. That’s all very important and we do that continuously, but you have to balance that with knowing where your current contacts are and what your current clients need, and branch out from that. We always know where our bread and butter [comes from] and how developing our leads relates to what we’re currently doing well with and who we’re working for.

John:     So being more strategic about the whole process, where it’s easy to just hop on the latest tactic.

Jim:     Exactly. You have to balance a lot of different variables when you’re managing the place. So we want to bring the latest techniques in and we want to do it in a way that fits within our current structure and our current approach to the market.

SEO vs. Social Media vs. Paid Search

John:     What about tactically? What holds the most promise – SEO, social media, or paid search? I know mentioned SEO quite a bit, but what do you think in 2016, given what you just said and aligning to your positioning and growth plans, what tactically do you think matches well with that?

Jim:     As far as digital marketing tactics go, I think SEO is definitely number one for us. We have to be more and more intelligent about how to do that. We’re working hard on that. Then, we’re trying to integrate all of the different digital initiatives that we have, whether they be the way we invite people to events, the way we communicate with our contacts regarding new legal developments, publications and articles, and all participation. What we’re trying to do is bring all of that together so that everything we do has a rationale and supports our search engine optimization strategy. In everything we do, we’re trying to make sure that it fits into how people find us and then build on the way in which people are currently finding us. That also opens up other paths for them to come in. So, that’s what holds the most promise for us. I think SEO is definitely the focus. We don’t do as much paid search, because we don’t think that given what we do, it really helps us a whole lot. We did do a lot of social media, in terms of keeping the word out there and spreading information about the firm, and we’re continuously pushing that out. So I don’t mean to say we ignore social media, but SEO has a more direct connection to our sales process.

John:    I was just going to ask if you had to only budget for SEO, or social media, which would you do and why? But I think you can probably knock that one off pretty quick given what you just said.

Jim:     Definitely, it would be SEO. Before the advent of a lot of digital marketing, let’s go back to 20-25 years ago, if you think about people being out and about and constantly going to events and socializing, networking, and circulating, you have to do that when you’re selling knowledge and you’re selling professional services. To me, social media is the current version of that, where you have to be out there and constantly interact in putting information up and sharing with others. And then interacting with people within this social media realm. A lot of that is very similar to in-person networking, it’s just another layer that you have to do today. That’s more of like a routine investment that you have to constantly make. But if I had to budget and choose, I would definitely put more money towards SEO than social media.

John:     Right, and just to further elaborate on where you’re headed with that, it sounds like the thought leadership piece and doing SEO, not in just the old way where it’s just kind of cramming keywords in. You have to put the keywords there, but within reason and Google is looking for topics and in-depth content. But it has to now really be based on thought leadership, right?

Jim:     I couldn’t agree more. One of the key challenges we have though is when you’re dealing with law, inserting the keywords becomes a real challenge because the way in which the law is expressed is very technical. When you’re translating legal knowledge into every day conversation, which is usually what you do on the web and in advertisements, you have to be very careful what language you use. You can lead people down the wrong path very quickly if you say things the wrong way. So we have to be real careful about that. I think it’s a bigger challenge for not only a law firm, but for anybody that is selling a complex service. The way you phrase things sometimes is in conflict with the way they should be phrased to be successful in the search engines.

Legal Compliance Issues

John:     That’s a nice lead actually into the next question. Are compliance issues for content marketing getting in the way of your legal marketing, or are they manageable?

Jim:     You know, the answer to that is they always get in the way. In terms of compliance issues, they’re pretty strict in the legal marketplace, and if you’re dealing with individual consumers, they’re very strict. If we’re marketing things like that our trust & estates practice or if we’re marketing services to individuals or maybe residential real estate or something like that, we have to be very, very careful. You can’t deceive someone who is not sophisticated about the law and you can’t go after them in a way that persuades them of something they shouldn’t be doing. For our more important market, which is the commercial market and in-house counseling and corporate officers and things of that nature, regulation is still strict, but the regulations are really designed to protect the person who is unsophisticated. That market is more sophisticated, so we can be a little more liberal. We still adhere to what we need to adhere to. When you’re talking to someone who knows a product very well that you’re trying to sell, there’s less of a chance that you’re going to deceive or mislead them, or possibly persuade them to do something they wouldn’t otherwise do. So we’re very careful. The bottom line is, they get in the way, but it’s manageable. It’s a skill that you develop over a number of years in this industry. You begin to understand how to phrase things so that the regulators are okay, the bar associations are okay, but you’re still getting your job done. It’s a constant tug o’ war.

John:     That is what you do as an attorney. It’s definitely tough for attorneys and banks and financial services and certain things, but at the same time, the good news is that you’re attorneys, so you have a leg up in that sense. But it’s still challenging.

Jim:     It’s something you always have to pay attention to, and you can’t be too free and loose about it.

PPC Marketing

John:     We talked a bit about paid search, but do you think it’s a good alternative to or in addition to content marketing, or were you basically saying you haven’t had great energy towards PPC?

Jim:     We haven’t had great luck with it. We’ve tried it a couple of times, and what we find is that our market is not as likely to pay attention to paid search or not as likely to use it to find legal services. A lot of times, when you look at the sponsored listings in search engines versus the organic listings, our market tends to go to the organic. When we tried paid search, it had some effect and some success, but we find that the market we’re going after is less likely to come to us through that path. The reason for that is a lot of the phrases that people are paying for are very, very expensive in the legal realm, or at least the more popular ones. So, what we might do in the future is we might look for specific niches, language-wise and practice-wise, that we can use in paid search that are not as popular but that we happen to be particularly strong in. Then we’ll do some tests and see what might work there. That’s been a challenge for us.

John:     Yeah, I think it’s a challenge with all of legal. We’ve managed quite a bit of legal [marketing.] Millions and millions of dollars of paid search, like mesothelioma, lawyers, auto accident attorneys. These clicks are the most expensive. It was interesting. Hubspot came out with the top most expensive paid search clicks in an infographic recently. Even mesothelioma got beat out by auto accident attorneys in specific cities.  So it’s fascinating, you know, $670 per click.

Jim:     I think those personal injury type practices are more likely to use that. I think for a good reason. They’re economic model is different. They spend a lot of money in bringing leads in, and then filtering them and hoping that they hit the right lead and make a lot of money on a contingent basis with a good case. Whereas our business model is very different. We’re not in the personal injury market, so what we do is a lot of corporate defense and working with people to strategize with them about how they can move their businesses forward and still be legally compliant and taking advantage of different things that the legal system might offer. When you do that, we don’t spend a lot of money up front and get it back on contingency, we’re much more of a retainer billed and hourly billed type of thing. This makes spending a lot of money on paid search a little more difficult.

John:     Back to our earlier thought on how thought leadership is important. Your potential customer, if they think you’re just buying ads, they’re not as likely to be impressed either. So that’s part of the reason organic is just so critical for your market. They want to hire services and legal providers that are at the top of the real results with authentic content. Not that paid search is bad, we love paid search for the right things and even non-personal injury work. We’ve certainly been doing that quite well. But the ultimate is having that organic presence.

Jim:     At least for our business. So there’s a perception of different tactics that you use in addition to the content. So if, like you said, if you used too much advertisement or too much paid search or too much push, sometimes a brand like ours gets tarnished a bit by overdoing it. So, we have to balance that very carefully. I guess the phrase would be “tasteful” marketing, because some of types of clients that we have are more likely to be impressed by our ability to pick our spots and have some restraint with what we do and not to be too over-the-top. That’s for our brand.

Legal Marketing & Blogging

John:     That makes a lot of sense. What about challenges and opportunities from blogging? What do you think the issues are there?

Jim:     You know John, I think blogging is great. I’ve pushed that as much as I can here. The biggest challenge we have with blogging is content generation. To make a blog work, you have to have a certain level of frequency with posting. It’s very difficult sometimes for attorneys that have high billable hours that are always working, and then they have other things that they’re doing with their non-billable time like other marketing opportunities and other professional opportunities. It becomes difficult for them to be a consistent blogger. Sometimes, they can get around that by having [other people] writing for them and having them review it. But what I’ve found is that only gets you so far because it’s the attorney’s knowledge that is driving the blog and it’s their ability to know what to say about what topic that really drives the interest of the blog. So there’s just so much you can help them with that. They really have to generate a lot of that on their own. So that’s the main challenge for it, but as far as a tool, it’s one of the best tools, especially for establishing your authority and your thought leadership and making sure that you have content out there all the time that is being clicked on or looked at. It opens up conversations. I think it’s a wonderful too.

John:     Yeah, you just have to keep working on creative ideas, like podcasting and video, and doing things with the attorneys that might get content out of their voice without always having them write. You know, balance I’m sure.

Jim:     It’s just making it as easy for them as possible and getting them to commit to some type of routine. Which is difficult, because their lives go up and down. You have peaks and troughs. When the peaks come, things tend to fall off the map and then the trough comes and they’re back. It’s hard to keep it going sometimes.

John:     I think the good news though is that you have quite a few attorneys, so even if they got on a once a quarter schedule, but it was enough attorneys so you at least have a blog post a week, then the challenge is partially back on the marketing team to then go promote the content. And the attorneys too should share the links to the content they create, so it’s not just post it and hope that Google does everything. It should really be a matter of sharing that content. That’s where it’s a little easier for your marketing staff to actually go share that content and these days, it’s important to have a lot of content, but a big mistake we see people making and we certainly made it for a while, was putting 90% of effort into the blogging and 10% into the promotion. It really needs to be somewhat split, if not more towards the promotion than the creation.

Jim:     That’s a good point. I agree with you, and we have to work harder at that.

LinkedIn & LinkedIn Pulse in 2016

John:     Some of that, the attorney doesn’t have to do. That sort of leads into LinkedIn, where you can certainly use LinkedIn to help attorneys share their content, whether it’s LinkedIn Pulse or doing a status update with a post that they created. Whether it’s once a month or even once a quarter for that attorney. LinkedIn can help. What do you see opportunities are for doing more with LinkedIn, or not, in 2016?

Jim:     We’ll definitely do more. In fact, LinkedIn has lowered the threshold to get the information out there than having the blog discipline. We’ve gotten to a point now where the attorneys are pretty savvy, at least the ones we’ve talked to and explained it to and that’s quite a few, and they post what they do on LinkedIn routinely. If they have a new alert that goes out, or a new article, or a panels discussion, or an engagement that they’re allowed to talk about, those things are posted on LinkedIn relatively routinely. We’re getting much more sophisticated in terms of searching for particular groups and affiliations and getting people to use their list of contacts in a very strategic way. The right people are getting the right information. I see us doing more investment in LinkedIn in 2016.

John:     That’s great, and I really appreciate your tips today Jim. How can people get in touch with you?

Jim:     They’re welcome to either go on the website at pierceatwood.com, they can see my bio on the website and all the attorney bios. They’re also welcome to call if they want to call, it’s (617) 488-8206 and I’ll be happy to talk to them. Then look at information that’s going out from the firm. Hopefully there’s enough out there that people might find out about us.

John:     Absolutely. Well, thanks again Jim for speaking to us today.

Jim:      Thanks for the opportunity, John.

John:     Check out legalmarketingreview.com as well as the National Law Review at natlawreview.com for more information and interviews on legal marketing. I’m John McDougall, thanks for listening.

Article By John McDougall of McDougall Interactive

© Copyright 2015 McDougall Interactive

Coaching Tips for Partners and CMOs

“I tried coaching that associate but it didn’t work.”

“Well,” I asked, “What did you say to him?”
“I told him to stop annoying the clients, but he keeps doing it.”

Unfortunately, both supervising lawyers and leading a law firm are far more complicated than simply telling people what to do. When facing an environment of change and uncertainty, or even when helping a single associate overcome some professional hurdle, coaching can be an invaluable strategy. With its increasing popularity, the word “coaching” is often used colloquially as a proxy for giving advice, providing direction, consulting, and other activities. Whereas, professional coaching organizations define it as helping people explore and discover answers for themselves. Have you ever repeated the same wisdom or advice to someone a dozen times but they just didn’t get it?  It is frustrating, isn’t it?  You have something valuable to contribute, but it just isn’t getting through.  Most people give up at this stage, thinking that they have done everything they can, and dismissing the person as “hopeless” or “impossible.” Obviously, one’s ability to manage such situations improves with training and experience; but even a basic understanding of coaching principles can make a huge difference in your effectiveness in circumstances where your usual approaches simply are not working.  Here are some tips to consider when coaching associates and partners.

The Relationship is the Foundation

Your ability to be effective with someone is directly proportional to the strength of your relationship.  If you don’t like them, don’t try to coach them. You can be the most brilliant and knowledgeable person in the world, but if you don’t like the person or if you suspect that he or she don’t like or respect you, game over. That lawyer won’t listen to anything you have to say. You might think, “I’m really good at hiding my opinions,” but people are far more perceptive than we imagine.  Unless you have an Academy Award for acting, don’t even try.  What you can do, however, and what does make a difference, is to make a concerted effort to improve your relationship. Go to lunch. Find shared interests, talk about family, look for common values and beliefs, etc. Once you have established a rapport, you are in a position to initiate much more meaningful discussions.

What if the person is too busy and doesn’t seem interested in taking time for lunch? Building a relationship in this situation is very similar to the challenge law firm lawyers face when approaching corporate counsel. No one has time for trivial conversation. People are busy and may not be inclined to talk about their weekends. Nonetheless, they will appreciate anything you can do to actually help them. In such circumstances, making a key introduction or sending them an article related to their practice areas, for example, are substantive ways to generate a more positive relationship with someone, even if there have been tensions or disagreements in the past.  In turn, this paves the way for more in-depth conversations and the opportunity to offer coaching or guidance.

See Their Greatness

In the world of coaching, we start with the premise that, as human beings, we all have wonderful qualities that are part of the fabric of who we are, such as integrity, generosity, caring, creativity, humor, commitment, joy, among many others. These essential characteristics are different from person to person.  On the other hand, human beings also have a less delightful side, the part that comes out when we are stressed or just trying to survive in the world.  In your role as a coach, your job is to focus on the positive and help people to act in alignment with that side of themselves.  For example, a lawyer may be angry, frustrated or recalcitrant; but those traits may be manifesting in reaction to a deep level of commitment. Lawyers who genuinely care about doing a great job for clients or creating a supportive and collegial work environment may become angry or upset when their goals and commitments are stymied. To coach such a person effectively, you should appreciate and acknowledge that he or she is, fundamentally, a caring, committed person (rather than focusing on the fact that, in the moment, he or she may be acting like a jerk).

Ask, Don’t Tell

As smart, capable human beings, we tend to look at other people’s problems and see simple solutions. Yet, think back for a minute to a time when you were stuck, really stuck. This could be when you were trying to decide whether to leave a job or a relationship, or perhaps when trying to achieve a seemingly impossible goal. Lots of people gave you advice, and it probably didn’t make much difference.  Still, maybe you got lucky, and there was someone in your life, a friend, a relative, a coach, who asked you questions and helped you to figure out what you needed to move forward.

This principle of asking rather than telling applies at all stages of coaching. Just because you see a problem doesn’t mean the person wants to talk about it. If you saw an obese person, you wouldn’t automatically assume that he or she were ready to dive in and discuss a weight loss program. It’s the same with coaching. Everyone has issues that they are working on, or that they know to be obstacles, but which they don’t necessarily wish to discuss. To coach effectively, you need to work with whatever the person wants to talk about or whatever seems most important to them. As the conversation develops, you can look for opportunities to bring up what you see as their opportunity for growth.  For example, an associate may mention that he is frustrated that he can never seem to leave work early enough to see his children before they go to bed. Maybe you think that he should be more organized or delegate more. Clearly, there is a relationship between these respective agendas. Once you start looking for it, there are usually ways to connect the concerns of the person you are coaching with whatever issue you would like them to address.

Motivation is Key

The lawyers you work with are smart and capable; or, if they are not, you will want to rethink your hiring and firing practices. Therefore, if your attorneys are not making progress with something critically important for their careers, like business development or improving an important skill, then there may be a lack of true motivation. This is tricky because even the lawyers themselves may not be clear about their own desires. I had a client recently who was of counsel and hired me because she wanted to become a partner. She wanted to make more money, have more independence, and gain more status.  We came up with a great business development plan. It was aligned with her skills, talents and interests; and it inspired her. Nevertheless, it soon became clear that she wasn’t making much progress. When we examined the situation more closely it became evident that she didn’t really want to become a partner.  Although, theoretically she liked the idea, when she really thought about the partners’ lives, from her perspective, they did not look appealing. The partners worked even longer hours, spent all their social time with clients, and had even “less of a life” than my client. Once her true feelings became clear, she realized she would prefer to work elsewhere and is now employed in the federal government. Another client with similar concerns about becoming a partner decided to stay at her firm, but with the understanding that she is creating a version of partnership that works for her, rather than emulating the life and work choices exemplified by her colleagues. Of course, it is unlikely that your lawyers will confess to you if they have mixed feeling about partnership or practicing law. However, it is useful for you to recognize, as someone trying to encourage, mentor or coach them, that one reason for resistance or lack of progress could be that they are ambivalent about their present career trajectory.

Accept Emotions

Lawyers often think that work should be separate from emotions, and that we should be objective and professional at all times. Yet, in reality, people get frustrated and scream at colleagues, burst into tears, wake up in the middle of the night worried about cases, careers, status, and work relationships.  To dismiss the emotional component is like ignoring the wind’s impact on a sailboat. Thus, in order to coach effectively, one must always consider the emotions under surface of any presenting issue.

I spoke at a legal marketing conference recently and asked participants to brainstorm about how to coach lawyers who are having trouble with follow-up. One group said they would delegate the organizational aspect to the lawyer’s assistant. When I asked what they would do if the lawyer still didn’t take the follow-up actions, one person responded, “This is why I think all firms should have an in-house psychologist.” While many, no-doubt, would echo her frustration, there are more practical alternatives. If a lawyer is behaving in a way that seems irrational, it generally is not because he or she is crazy or stupid. Rather, that lawyer is just like every other human being on the planet in that fear, anger or upset may occasionally divert him or her from making the best choices.

Consequently, when people are acting irrationally, it is very likely that fear or other emotions under the surface may be getting in the way.  While some individuals may need serious psychological interventions, for most lawyers, simply having a chance to talk about and acknowledge fear or upset makes a huge difference in their ability to move past it. If you are serious about coaching, it is important to accept individuals’ emotions just as they are. Telling someone that his or her feelings are irrational or illogical will be counterproductive. Emotions are not rational. But, on the plus side, they are also temporary. If given attention in a meaningful and appropriate way, people can move from fear to purposeful action much faster than you might think possible.

Trying to coach your associates and partners may seem daunting or frustrating, at times.  Yet, the effort is well worth it. When your best associate stops eyeing the door and reengages with the firm; two key partners resolve a conflict that has been creating tension in the firm for months; or that one attorney finally gets proactive about developing clients it will become clear just how useful and effective this approach can be.

Article By Anna H. Rappaport of Excelleration, LLC

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