Sr. Associates Cd Nutshell

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This is a program for senior associates on client development in 2010

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

What You Need to Learn and Practice for Long Term

Success

Client Development in a Nutshell

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Planning to Use Time Wisely

Visibility and Credibility

Relationships and Getting Hired

Why Have a Plan?

Planning

Most people aim at nothing in life and hit it with amazing accuracy.

- Jim Cathcart

Planning

Super Achievers Think Optimistically and Plan Purposely

Steve Jobs Founder/CEO Apple, Inc.

Planning

Planning

Most Important Resources

Energy Time

Planning

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How You Spend Your Time Weekly

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1062

40

Sleep

Non-Case

Free

Case

How you spend non-case time will determine the quality of your career and relationship

with your clients

How you spend your free time determines the quality of your

life

Planning

Planning

Create a Plan With Goals

2010 Development Plan

Goals

Hours

Goals

Hours

How I Prepare My Business Plan

500 Hours to Invest

100 Administrative

300 Business Development

100 Your Development

Planning

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Substantive Law

Construction Industry Knowledge

Business – Marketing, Relationships

My Own Development

15Reputation / Profile

My Client Development

Relationship Building

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“Any system or blueprint for success is better than none at all. Think on Paper.” Have you written down your goals? If not, when? Brian Tracy

Goals

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Business Goals

Bill ___ hours Originate $____Obtain ____ new clientsExpand existing business with ____Speak at _____ industry meetingsWrite ___ articles and get them publishedPost ____ blog postsMeet with ___ contactsAdd ____ to my web page bio

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Focus on (Lawyer Skill)

Attend CLE on (Lawyer Skill)

Read (Lawyer Skill)

Learn About (Client Industry)

Learn About (People Skill)

Development Goals

Goals

____________________

____________________

____________________

What Are Your Goals?

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Goals

1. Originate $___ in Business

2. Bill ___ Hours

3. Obtain ___ New Clients

4. Meet with ___ Contacts Quarterly

Goals

Obstacles

Goals

Who Can Help?

Goals

____________________

____________________

____________________

Actions to Achieve Goal?

Goals

Break Down 90 Day Actions

Goals

Next Week’s Action Item for Each Goal

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How to Become Visible and Credible

You have to Stand Out in a Crowd

What You Need to Know

Visible and Credible

Regularly Update Your Website Bio

Visible and Credible

Narrow Your Focus

Remarkable Ideas for Narrow Market

The Tipping Point

The Law of the Few

The Law of the Few

Active in Bar and Community Activities

Connector

The Law of the Few

What You Need to Do

The Law of the Few

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39How to Decide Topic

Writing

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Message Conveyed by Connectors, Mavens and Salesmen

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4 Ideas for Articles

1 __________________________

2 __________________________

3 __________________________

4 __________________________

Writing

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__________________________

__________________________

__________________________

__________________________

What is in it for Your Readers?

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Focus on Clients’ Problems,

Opportunities, Internal and External Changes

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4545

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Josh Horn

Alexander Hernaez

Jason Cornell

5050

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53What is Your Objective?

Speaking

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Focus on Clients’ Problems,

Opportunities, Internal and External Changes

55Don’t Sell, Instead Teach

When I Write or Speak

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The Way Audiences Receive Your Message

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40

50

What youSay

How itSounds

How itLooks

Non-Verbal Communication

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Non-Verbal Communication

Natural Posture

Engaging Smile

Expressive

Hand Gestures

Eye Contact

Volume and Inflection

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Non-Verbal Communication

Confidence

Competence

Charisma

Connection

59Connect with Audience

Charisma

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Lawyers and PowerPoint

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Compliance Programs

• Goal: self-policing and changing the corporate culture to include a commitment to ethics and compliance with civil and criminal laws.

• Double-edged sword: if a crime is committed in the face of a compliance program, it may suggest that the company is not truly committed to changing its corporate culture.

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Compliance Programs, continued• The compliance program must be designed to catch the most

likely misconduct given the corporation's primary business. • Whether the program is adequately designed for maximum

effectiveness in preventing and detecting wrongdoing by employees;

• Whether corporate management is enforcing the program or is it tacitly encouraging or pressuring employees to engage in misconduct to achieve the business objectives; and

• Investigators will interview rank‑and‑file employees to determine the effectiveness of and commitment to the ethics/compliance program.

• Is there an audit function so that the corporation can determine its effectiveness?

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Compliance Programs, continued

USSG Requirements for Compliance Programs: • Standards and procedures to prevent and detect crime • High level employee assigned responsibility for

effectiveness of program plus someone to conduct day-to-day operations

• Take reasonable steps to avoid promoting or hiring criminal element

• Training at all levels in organization• Establish auditing or monitoring systems• Mechanisms to enforce standards • Take reasonable steps to respond to criminal conduct• Test system to detect problems

64Start and Finish with High Energy

Presentation Basics

65How to Close – Call to Action

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Relationships and Getting Hired

What You Need to Do

List and Focus on Your Contacts

Contact Focus

A system to Focus on Your Contacts for Best Results

Prioritize contacts

Upgrade nature of contacts

Learn personal information and professional needs

Relationship / Getting Hired

How Clients SelectHire Lawyers Over Law Firms

Relationship / Getting Hired

How Clients SelectScreen Based on Reputation

Relationship / Getting Hired

How Clients Select

Relationship / Getting Hired

Clients Hire Lawyers They Trustand With Whom They Connect

Relationship / Getting Hired

Building rapport essential to building trust and long term relationships

Our responsibility to understand our client’s personality and communicate effectively

Building Rapport

Personality type

How they speak and receive information

Empathy

Three Aspects

Building Rapport

Control

Emote

Ask Tell

AnalyticalUnder stress

Avoid

DrivingUnder stress

Autocratic

AmiableUnder stress

Acquiesce

ExpressiveUnder stress

Attack

Building Rapport

Visual Learners – Showing Aural Learners – Telling Kinesthetic Learners -

Experiencing

Building Rapport - Communication

Building Rapport - Empathy

Building Trust

Components of Trust

TRUST = C + R + I

S

C – Credibility

R – Reliability

I – Intimacy

S – Self-orientation

Building Trust

Building Trust

What Clients Want

Focus on Client Service

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Survey’s of General Counsel75% of Fortune 1000 clients not

satisfied - reasons

Poor Client Service

Cost Inefficiencies

What Clients Want

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Recent studies/surveys of corporate counsel

Legal expertise is assumed

Focus on:

★ Industry, Company and Client Representative

★ Responsiveness

★ Innovation

What Clients Want

Plan with GoalsAccountabilityBecome Visible and CredibleBuild RelationshipsImprove Client ServiceRepeat Above

What Now?

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

What You Need to Learn and Practice for Long Term

Success

Client Development in a Nutshell