Dallas Young Lawyers Association Client Development in a Nutshell

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Presentation to DAYL on October 30, 2012

transcript

1

Securing, Retaining and Expanding Client Relationships

Cordell M. Parvinhttp://www.cordellparvin.com

Client Development in a Nutshell

You Either Have What It Takes Or You Don’t

Client

Development

Myths

Lizzette Zubey

3

Think Big and Are Confident

Just Do Good Work

Client

Development

Myths

Too Young and Inexperienced to . . .

Client

Development

Myths

You Have To Be A Good Networker

Client

Development

Myths

You Have To “Ask” For The Business

Client

Development

Myths

Andrea Anderson

8

Develop Relationships

Credibility

Relationships

Recommendations

Client Meetings

Trust and Rapport

Visibility

Getting Hired

Weak Ties

10

Planning to Use Time Wisely

Visibility and Credibility

Relationships and Getting Hired

11

Planning

Why Have a Plan?

12

Making Time -Motivation and Follow

Through

Why have a plan?13

Planning

Angie Davis

14

Why Have a Plan?

Most Important ResourcesEnergy Time

15

Planning

16

Cynthia Pladziewicz

Plan Based on Your Strengths

Create a Plan With Goals

17

Planning

18

LAWYER DEVELOPMENT PLANFY 2013 Attorney Development Plan

2013 Development Plan

_______________

2013

2013 Performance Plan @ Actual Rates (based upon hrs)

19

How I Prepare My Plan?

Goals

Hours

Goals

Hours

Activities

20

500 Hours to Invest

100 Administrative

___Client Development

___ Your Development

Planning

21

Substantive Law

Construction Industry Knowledge

Business - Marketing, Relationships

My Own Development

22Reputation / Profile

My Client Development

Relationship Building

23

What Are Your Goals?

Goals

24

Rank Your Goals

1. Originate $___ in business2. Bill ___ hours3. Obtain ___ new clients4. Meet with __ contacts quarterly

25

Activity to Achieve Goal?

Goals

Prioritization Matrix

High Return / Low Investment

Do first and do often

High Return / High Investment

Break down into smaller pieces

Low Return / Low Investment

Do when you have time

Low Return / High Investment

Say NO graciously!

27Break Down 90 Day Goals

Goals

28

29Next Week’s Action Item for Each Goal

Goals

30

Partner for Accountability

How to Execute on Your Plan

31

Keith McMurdy

Partner for Accountability

How to Execute on Your Plan

32

How to Become Visible and Credible

33You Have to Stand Out in a Crowd

Client Development

34

Be Willing to Make Changes

Lizzette Zubey

35

Regularly Update

Your Website

Bio

Visible and Credible

36Narrow Your Focus

37Remarkable Ideas for Narrow Market

Plan Your Future

38

Nicole Snyder

39

The Tipping Point

40

The Law of the Few

41

CONNECTORConnects people to

each other

The Law of the Few

42Active in Bar and Community Activities

Connector

43

MAVENConnects people through sharing

knowledge

44

SPEAKINGWRITING

45

SALESMANUses knowledge to persuade and

engage

What You Need to Do

46

WRITING

47

Writing

How to Decide Topic

48

Stickiness Factor

49

Create Guides

50

Jennifer

54

55SPEAKING

56

Speaking

What is your objective?

57

Don’t Sell, Instead Teach

A

When I Write or Speak

58

10.00

40.00

50.00 What you SayHow it SoundsHow it Looks

Non-Verbal Communication

The Way Audiences Receive Your Message

59

Non-Verbal Communication

Confidence

Competence

Charisma

Connection

60Connect with Audience

Charisma

61

Lawyers and PowerPoint

62Start and Finish with High Energy

Lawyers and PowerPoint

63

Relationships and Getting Hired

List and Focus on Your Contacts64

Relationships / Getting Hired

65

A System to Focus on Your Contacts for Best Results

Prioritize Contacts

Upgrade nature of contactLearn personal information and professional needs

Contact Focus

Clients Hire Lawyers Over Law Firms

66

Relationships / Getting Hired

67

Legal Services - My Thoughts

Commodity Work - Low Price DeterminesBet the Company They Hire the BestReal Opportunity

30%

10%

60%

68

How Clients SelectScreen Based on Reputation

Relationships / Getting Hired

69

Relationships

Recommendations

Weak Ties

How Clients Select

Relationships / Getting Hired

Hire Lawyers They Trust and With Whom They Connect 70

Relationships / Getting Hired

71

Learn How to Ask Good Questions

Relationships / Getting Hired

72

Learn How to Actively Listen

Relationships /Getting Hired

73

Personality type

How they speak and receive information

Empathy

Three Aspects

Building Rapport

74

Control

Emote

Ask Tell

AnalyticalUnder stress Avoid

DrivingUnder stress

Autocratic

AmiableUnder stress

Acquiesce

ExpressiveUnder stress

Attack

Building Rapport - Temperaments

75

Visual Learners – ShowingAural Learners – TellingKinesthetic Learners - Experiencing

Building Rapport - Communication

76

Building Rapport-Empathy

77

What Clients Want

Focus on Client Service

78

Plan with GoalsAccountabilityBecome Visible and CredibleBuild RelationshipsImprove Client ServiceRepeat Above

What Now?

79

Cordell M. Parvinhttp://www.cordellparvin.com

Client Development in a Nutshell

Securing, Retaining and Expanding Client Relationships