Five Strategies for an Effective Law Firm Retreat

The current economic climate has every law firm and practice group focusing on how to maximize resources, reduce costs and optimize partner performance. A recent article in the Wisconsin Law Journal titled, Firm retreats: Business over Pleasure highlights the changes law firms are making in traditional law firm retreats to focus on efficiency and cut costs.

The following are five strategies every law firm, practice group or Collaborative Law practice group can implement to increase the effectiveness and ROI for annual retreats.

1.       Start with a clear understanding on what the purpose of the retreat is, what do you want to achieve as a result of the retreat? What will be different? Why is this a good time to hold the retreat? And most important what do you want to make sure is accomplished by the end of the retreat?
 

2.       Spend time upfront understanding the critical issues and key success factors. Interview the partners or retreat participants in advance to learn what they believe are the most important critical issues and key success factors for the firm or practice group. Interview clients and referral sources to bring their perspective into the retreat.  Summarize your findings into a report to provide a foundation for dialogue in the retreat.
 

3.       Provide each participant with an agenda, summary of critical issues and required preparation for the retreat. The retreat is the time to engage each member to understand the perspectives of others. Proper preparation allows for more meaningful dialogue and results in stronger buy in from all participants.
 

4.       Create a safe environment for unfiltered dialogue in the retreat. Communication and understanding leads to shared purpose and vision among participants. Firms and groups can achieve exponential growth by having a shared purpose and vision.
 

5.       Follow up on the goals and initiatives defined in the retreat. Communicate the results to the entire firm and hold participants accountable for agreed upon action items.

One of the most effective strategies you can implement for optimizing your firm or practice groups performance is to take a step back from day to day client work and bring your team together for a focused retreat that results in moving your firm or group towards your most important goals. This can be achieved through clarity of goals, proper planning, effective communication, accountability and follow up.

Effective Lawyer Marketing - Begin with Clarity on Results

If you want to motivate your team, firm or organization to achieve extraordinary results, read Seth Godin’s recent blog post, Achievable avalanche opportunities. In the post he writes what is required in a organization to get people excited to achieve remarkable results.

The two critical components to motivating a group include:

  1. Have clarity on the outcome ( results) you want to achieve.
  2. Select an outcome that is perceived as achievable.

He said it is highly difficult to get a group excited about “amorphous and ethereal” goals or about an outcome that is vague.

These components are nothing new and make complete sense once you read them. The key is to internalize there importance and put them into action.

How does this relate to effective lawyer marketing?

If you want to achieve break-through results in growing your practice or attracting desirable clients, your first step is to define the results you want to achieve.

Often times, this is the most difficult step in creating an effective lawyer marketing plan.

To answer this question, I recommend taking a step back from your day-to- day routine of serving clients, meeting deadlines and responding to urgent tasks to give deep and meaningful consideration to what defines success for your practice?

Gaining clarity on the results you want to achieve is the "proactive" work that allows you to build the kind of practice that gets you excited and helps you to motivate your group, firm or team to achieve extraordinary results.

Tell the world About You

One of the most effective approaches to growing your law practice is to apply the 80/20 rule or the “Pareto principle” to your marketing activities.

Knowing what the 20% high return activities are that will bring 80% of your results, is especially important for lawyers who are constantly struggling to find time to grow their practice. 

I was reminded of this principle as I read David Meerman Scott’s blog post today called About You. In the post Meerman talks about the lost opportunity of not having a well written bio or About Us page.

I'm amazed when someone writes a terrific blog or has a great Twitter feed (or a presence on some other social networking site) but fails to say who they are. Don't they want to stand out from the crowd?

Your blog's "about" page, your Twitter bio and the other places you interact on line are a great opportunity to say who you are! It is an essential element of personal branding. Don’t ignore the opportunity to tell the world about you.

Not only is a biography or “About “page important on your blog, LinkedIn or Twitter profile, but your biography page is one of the most frequently visited pages on your law firm’s web site.

What does you biography page say about you?

Your biography page should effectively communicate to prospective clients and referral sources:

• Who are the clients you serve?
• What is the value you provide clients?
• How do you differentiate your practice?
• What are your credentials and experience?

Answering the above questions will take time and can be challenging to summarize into a short synopsis. However the time you spend creating a biography that tells people "who you are"  and more importantly how you can solve their problems, will be a 20% high payoff activity that can produce 80% of your results. 

 

Marketing your law practice starts with charisma

In a recent blog post by Nick Morgan, Nick talked about the two critical elements to increasing your charisma.

The following are Nicks tips:

First, increase your authenticity.  And that means being absolutely aligned in what you say and how you say it – content and body language.  You can’t be authentic if those two modes of expression are not aligned.

Second, increase your passion.  Focus in yourself on how you feel about the moment, the people you’re with, the situation you’re in, and then express that (see #1).

 Working on these two steps will create a virtuous cycle that will increase your charisma quotient as you get more and more practiced at expressing emotion authentically.

Nick has simply and succinctly named two approaches that will not only increase your charisma but also increase your effectiveness to grow your law practice. Research shows that over 90% of what you communicate is non-verbal, this means that you must first be convinced about what you are saying before you can convince anyone else.

Assess you personal passion and belief in the value of your work. What can you do to increase your alignment between what you say and how you say it?

Seven simple and effective approaches for building your law practice

Building a successful law and collaborative practice does not have to be complicated or require you to give up your social life and the things that you enjoy.

The following is a list of simple and effective things you can do to grow your practice:

1. Routinely ask yourself, “What is my vision for my practice; what kind of work do I want to do? Why is this important to me? Write down the answer and then commit yourself to doing something every day to meet your vision. Commit yourself to excellence in your field, whether it is family law, finance, employment law,collaborative practice, etc.

2. Be selective about the work you accept. If you are constantly busy with work that is not consistent with your vision for your practice, it will be difficult to find the time or energy to grow the kind of work that will allow you to achieve your goals. Decide who your ideal client is and proactively attract this type of client to your practice.

3. Nurture and grow business from your top referral sources. Referrals come from people who know, like and trust you. The best way to gain trust is to develop a relationship with those who already know about you. This will require scheduling the time to get to know your referral sources and learning about their businesses and interests.
 
4. Provide remarkable service to your clients. Word-of-mouth marketing is by far the best marketing strategy for any service. The only way to get people talking about your service is to make the experience for clients remarkable -- then they will want to tell other people.

5. Have a web site  (and blog) that educates people about who you are, including what differentiates you and what is your "unique selling proposition" . Offer information that is of value to your prospective clients. Your message should connect at an emotional level with your target markets’ desired outcomes. A good resource for learning about creating a Blog is Lex Blog.

6. Share your success- help others learn and grow. The more you share your success and knowledge with other professionals, the more they will learn about you and your expertise.
 
7. Begin doing something towards building your practice today. The small events you do today will result in Big change for your practice in the future.
 

Strategy before tactics

I recently met with a partner at a law firm who asked me to assist him in placing an article he had  written.  He said a few of his partners had recently published articles in various publications and he thought he should be doing the same.

I asked, "what do you want to accomplish by writing and placing the article?" After a short conversation, he defined the results he wanted to achieve -he wanted to increase his visibility among targeted referral sources.

Once we clarified his objective, we formulated a strategy for increasing his visibility among targeted referral sources. We developed three tactics for achieving this goal. One of the tactics included writing and placing articles in targeted publications.

Strategy defines the results we want to achieve and tactics are the actions taken to achieve the strategy. Tactics can  include, launching a blog, attending networking events, creating a brochure, advertising, revising a web site, social media ( twitter, Linkedin, you tube, etc.) etc. See Kevin Okeefe's post Law firms mistakenly focus on social media tactics over strategy .

Clearly there is a difference between a strategy and a tactic and the key to achieving optimal results is to start with strategy before tactics. We all understand this basic concept yet, the majority of people will start with tactics before strategy. Why is this?

In this mornings post, When tactics drown out strategy Seth Godin lends great insight into answering this question. 

Most of us are afraid of strategy, because we don't feel confident outlining one unless we're sure it's going to work. And the 'work' part is all tactical, so we focus on that. (Tactics are easy to outline, because we say, "I'm going to post this." If we post it, we succeed. Strategy is scary to outline, because we describe results, not actions, and that means opportunity for failure.)

Lawyers and collaborative law practitioners are great at executing tactics. You know how to get things done. By starting first with strategy, you will achieve your desired results.