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1 Cordell M. Parvin http://www.cordellparvin.com What You Need to Learn and Practice for Long Term Success Client Development in a Nutshell

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

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Why Have a Plan?

Planning

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

- Jim Cathcart

Planning

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Super Achievers Think Optimistically and Plan Purposely

Steve Jobs Founder/CEO Apple, Inc.

Planning

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Planning

Most Important Resources

Energy Time

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Planning

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How You Spend Your Time Weekly

56

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

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Planning

Create a Plan With Goals

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2010 Development Plan

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Goals

Hours

Goals

Hours

How I Prepare My Business Plan

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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

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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

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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

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Goals

Obstacles

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Goals

Who Can Help?

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Goals

____________________

____________________

____________________

Actions to Achieve Goal?

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Goals

Break Down 90 Day Actions

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Goals

Next Week’s Action Item for Each Goal

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How to Become Visible and Credible

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You have to Stand Out in a Crowd

What You Need to Know

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Visible and Credible

Regularly Update Your Website Bio

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Visible and Credible

Narrow Your Focus

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Remarkable Ideas for Narrow Market

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The Tipping Point

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The Law of the Few

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The Law of the Few

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Active in Bar and Community Activities

Connector

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The Law of the Few

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What You Need to Do

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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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Josh Horn

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Alexander Hernaez

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Jason Cornell

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5050

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53What is Your Objective?

Speaking

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Focus on Clients’ Problems,

Opportunities, Internal and External Changes

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55Don’t Sell, Instead Teach

When I Write or Speak

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The Way Audiences Receive Your Message

10

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

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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

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64Start and Finish with High Energy

Presentation Basics

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65How to Close – Call to Action

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Relationships and Getting Hired

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What You Need to Do

List and Focus on Your Contacts

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Contact Focus

A system to Focus on Your Contacts for Best Results

Prioritize contacts

Upgrade nature of contacts

Learn personal information and professional needs

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Relationship / Getting Hired

How Clients SelectHire Lawyers Over Law Firms

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Relationship / Getting Hired

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How Clients SelectScreen Based on Reputation

Relationship / Getting Hired

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How Clients Select

Relationship / Getting Hired

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Clients Hire Lawyers They Trustand With Whom They Connect

Relationship / Getting Hired

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Building rapport essential to building trust and long term relationships

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

Building Rapport

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Personality type

How they speak and receive information

Empathy

Three Aspects

Building Rapport

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Control

Emote

Ask Tell

AnalyticalUnder stress

Avoid

DrivingUnder stress

Autocratic

AmiableUnder stress

Acquiesce

ExpressiveUnder stress

Attack

Building Rapport

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Visual Learners – Showing Aural Learners – Telling Kinesthetic Learners -

Experiencing

Building Rapport - Communication

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Building Rapport - Empathy

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Building Trust

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Components of Trust

TRUST = C + R + I

S

C – Credibility

R – Reliability

I – Intimacy

S – Self-orientation

Building Trust

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Building Trust

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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

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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