attorney client development

15 12, 2011

Identify Red Flags That Warn of Bad Clients

2019-03-19T23:19:28+00:00By |Comments Off on Identify Red Flags That Warn of Bad Clients

“Experience is that marvelous thing that enables you to recognize a mistake when you make it again.” ~ Franklin P. Jones

Every experienced lawyer has had at least one client that she wishes she never took on.  Most of us have had quite a few. To stop repeating the same mistakes, make a list of all those undesirable clients. Think back on the initial conversations and meetings you had with them before you signed the engagement agreement. Were there any red flags that you ignored? What do those undesirable clients have in common with each other? Did they quibble over a retainer? Did they fail to bring requested documents to the first meeting? Were they wedded to victimhood? Were they unduly suspicious of you? Did their story seem to have holes in it? Did several of them come from the same referral source? Did you have an uncomfortable feeling about them that you just couldn’t nail down? Did their problem require you to do a lot of work that you don’t enjoy?

Write down whatever you noticed in your review, and keep the list handy. From now on, before you sign up a new client, take a moment to review that “Red Flag List,” and remember how you regretted ignoring it before. Turn mistakes into wisdom, by learning from them.

7 02, 2011

Got Clients? How Did THAT Happen?

2019-04-01T20:49:16+00:00By |1 Comment

“I’ve spoken many times at CLE programs, and I never got any business from it.” Rick Albers’ jaw dropped when he heard that. Why was Rick so surprised? A lot of lawyers (and legal marketing experts) say that speaking at CLE programs is a waste of time. It just educates your competition.

Rick was stunned because he himself had referred four different matters to the lawyer who said that. Rick, a Texas real estate lawyer, chose that attorney because he heard him speak at bar association programs, and concluded that he was very knowledgeable. In fact, it was because they both got involved in bar association work that Rick came to know him in the first place. Perhaps the lawyer thought Rick referred the matters to him just because of their acquaintance. If so…he was wrong. […]

20 08, 2010

3 Ways to Capitalize on a Referral Source Call

2019-02-10T23:15:57+00:00By |1 Comment

Lee Rosen recently blogged about 5 Ways to Mess Up a Referral Source Call. He was talking about how some people make contact with a potential referral source, then start selling themselves and virtually assure that they’ll never get any referrals from that contact. 

I commend you to his post as an easy-to-digest reminder of 5 common blunders. They all boil down to being far more interested in getting your message out, than in listening to the other person and finding out how you can help them. 

Now that you know what not to do, what can you do to make it more likely that the contact will actually turn into a referral source? That really boils down to 3 basic principles. 

1.    Find a way to help them with something.  

This is the number one way to get more referrals. Studies show that when someone gives us a gift or does us a favor, we have an urge to respond in kind. So make an effort to send them a referral or at least make an introduction that they might benefit from. If you can’t do that right now, is there some information or a resource you can share? Maybe it’s a link to an article that provides an answer to a question or problem they mentioned.

[…]

21 01, 2009

Preparing to Create a Marketing Plan

2009-01-21T12:50:12+00:00By |Comments Off on Preparing to Create a Marketing Plan

The beginning of a new year is a good time to set a marketing plan for your legal services. Many lawyers don’t have a marketing strategy, much less an action plan. They use the “Threshold Method.” They take any business that crosses the threshold into their office.

Some attorneys write down marketing goals, but they put about as much thought into them as they do their new year’s resolutions. They resemble a wish list more than a plan. A wish list is better than nothing. At least if you stumble onto one of your goals, you’ll recognize it.

Some lawyers actually write down a plan of marketing activities for the year. This year they plan to give four speeches, attend three conferences and take four clients to lunch per month. At least they have some activities to aim for. They get off to an optimistic start, but their efforts tend to dwindle in a couple of months. Their numbers are specific, but their target audience is not. They lose momentum because they don’t have a focus.

A good marketing plan works like a treasure map, guiding you toward your goal. It gives you specific instructions, with landmarks that will help you gauge whether you are making progress toward finding what you are looking for. You know what you are trying to get to because “X marks the spot.”

You need to do some preparatory work, surveying the landscape before you create your treasure map. Get clear about the treasure you are seeking, and what kind of “X” it will be buried under. The steps described below will get you ready to map out a good plan.

[…]

 

Make an Appointment

 

Setting goals for
your life and career?


Click here for an Evaluation & Goal Setting questionnaire to help you hit your targets.

Go to Top