Working breakfasts, lunches, and dinners

When I sat down to write today’s post, I intended to write about how excellent client service blends into client development. I’d planned to suggest some tactics for extending the relationship so you become a “trusted advisor” (to borrow David Maister‘s phrase). One of the tactics I’d planned to suggest was, not surprisingly, taking clients to a meal.

And then I read an article that my coach sent me from last week’s New York Times: Oh Joy! Breakfast With the Boss. To give you the flavor of the article, here’s a snippet:

PLEASE do not invite me to breakfast.

It’s not that I don’t like breakfast. To the contrary, I could happily eat eggs or cereal at every meal. But I write about life-work balance, and it feels a little contradictory to conduct an interview, or attend a conference, or give a speech, when everyone involved had to sacrifice sleep to attend.

I have similar qualms about working dinners. After a long day of work, why follow it up with more work?

. . .

There has been a shift in the role of these meetings-with-food over the years. In the 80’s, a 7 a.m. appointment was a sign that you were so important you had to start before dawn. We called them power breakfasts back then, and Masters of the Universe wanted to be seen at their regular table at dawn.

More recently, however, they’ve come to feel like yet another symptom of an overstuffed day.

But because working meals are important for many lawyers, it seems to me that the question become how to incorporate those meals into a schedule that fits the way you want to live. Whether you’d rather cram as many work functions as possible into your day or whether you’ve dceided to make dinner with your family a priority, is there a way to incorporate working meals and personal plans? Absolutely. Here’s how.

1. Plan intentionally. If you “go with the flow,” someone else will be determining the balance of your life. Instead, spend a few minutes every month deciding what commitments (business and personal commitments) are non-negotiable for you. Don’t forget to include time you spend on true recreation. Mark those on your calendars, and then consider what else you’d like to add in.

2. Exercise your discretion. When you have an opportunity to attend a work gathering, whether it’s a working meeting or business socializing, at times outside the ordinary work day, consider carefully before accepting. What will you be saying “no” to if you say “yes” to this event? Is the event important? Is it urgent? Do you want to do it? There’s no single “right” answer here that means you should or shouldn’t attend. The questions will lead you to your decision without dictating it.

3. Limit yourself. You either have learned or will learn soon that energy is not infinite. Adding morning and evening business commitments to a packed schedule can constitute self-sabotage if done without attention to the effects on your energy level. One client I worked with decided to limit herself to 2 evening commitments each week and never to schedule a morning meeting before 9 AM on the day following an evening commitment. Although she reduced the number of hours she devoted to work in this way, she increased her productivity during working hours as a result.

Are you happy with the amount of time you spend on working meals? If not, what changes will you make?

Tuesday shorts: 10/16/07

Today’s shorts are very, very short.

Email interpretation:  We’ve come to rely on email as a quick and easy way to get a message across.  Quicker than voicemail and an easy way to create a record, we use email for everything from assignments to news to forwarding jokes.   David Giacalone of f/k/a offers commentary on a recent New York Time op-ed piece by emotional and social intelligence author Daniel Goleman titled E-Mail is Easy to Write (and to Misread).  Goleman describes neuroscience-based evidence that email lacks the emotional cues that keep us on track in face-to-face or telephone conversation.  As a result, Goleman writes, “we tend to misinterpret positive e-mail messages as more neutral, and neutral ones as more negative, than the sender intended. Even jokes are rated as less funny by recipients than by senders.”  The discussion is an interesting one, especially because, as Giacalone points out, written materials have always lacked emotional cues, and the primary difference may be the speed and limited attention we pay to writing emails.  Bottom line: be aware of missing context when you write emails and when you read them.

And Matt Homann of the [non]billable hour offers 9 success tips that underlie 25 Ways to Find a Client, based on a post by Dumb Little Man on 25 ways to get a date offline.  The tips are easy, simple, and just plain good ideas for living, such as, “Have a simple goal of making new friends. Don’t put too much pressure on yourself. Seek to find a great friend and see where things lead.”  Dumb Little Man isn’t so dumb.

I’ve also been intending to link to a Law Practice Today article about Matt Homann, specifically his Mini-Manifestos with 15 rules for clients and 17 rules for lawyers.  Practice would be much simpler and better for both lawyers and clients if everyone could apply these rules.  Examples?

For clients: 5.  You want to buy results, not time. Most lawyers sell time, not results. Make sure you both understand the difference before your first bill arrives. You will certainly understand the difference after.
6.  If you want to find a lawyer who sells results, look hard. There are a few of them out there. They are the ones who can still smile because they get to see their children before 9:00 at night.

For lawyers: 9.  Your clients will always know their business better than you do. They may even know the law better than you. Make sure to seek their advice before giving yours.
11.  Your clients have wants. Your clients have needs. They often don’t know the difference.

Best two lines ever on business development

Tom Kane of the Legal Marketing Blog has written perhaps the best two lines on marketing that I have ever read:

You can overcome your procrastination when it comes to developing business by doing a simple item each day. If you don’t get started, you may never become an effective marketer.

Fortunately, his post Spend a Few Minutes Each Day on Business Development continues with a number of concrete suggestions, drawn from Terrie Wheeler’s recent Law Practice Today article on Low Cost, High Impact Strategies to Market Your Law Practice – Even If You Only Have Five Minutes!

A number of clients I’ve coached struggle with procrastination.  I’ve been there too.  Often, perfectionism underlies procrastination, and I find that to be especially true concerning tasks that (like client development) aren’t deadline-driven.  What I love about Wheeler’s 5-minute ideas is that “perfect” or “not perfect” need not enter the picture on many of the ideas, and that may help to quiet the inner perfectionist.

How do you talk about what you do?

When you meet someone for the first time — especially in a social setting or at a networking function — how do you answer the inevitable, “What do you do?”  The tendency for a lot of us is to answer quickly, “I’m a lawyer.”  The person you’re talking with may inquire further about what kind of law you do or where you work, but it’s equally likely that the response will be something else entirely.  (One of my favorites is always, “Really?  You don’t seem like a lawyer!”  Is there a good answer to that?  I think not.)

So what’s a better response, especially with a view toward potential client development?  Prepare a 30-second commercial that explains what you do in a way that a non-lawyer would understand immediately.  I suggest lawyers answer 4 questions to create their commercial:

1.  What type of clients do you work with?
2.  What problems are those clients facing?
3.  What do you help them to do?
4.  What do they end up with?

So, a patent litigator might say, “I represent large companies that have or are developing a significant patent portfolio and have discovered an infringement. We work to target infringers, to negotiate a settlement where possible, and to litigate as needed so my clients’ IP rights are protected, they receive appropriate compensation for infringement, and their technical leadership is respected in the industry.”

By introducing yourself and your work this way, you’ll make it clear what you do and the person you’re talking with will know right away whether they need your services and whether they know someone else who does.  It also opens an opportunity for an interesting conversation about your work.  And, naturally, you can tailor your introduction based on the event and company you’re keeping.

How will you introduce yourself for maximum impact?

David Maister on business development

All writers have their favorite pieces, and while I wouldn’t necessarily elevate blogging to author status, I certainly have my favorite posts.  One of them is Relationship or one-night stand: how law firms view associates(and clients).  It’s a favorite for two reasons: first, it draws on an article about client development by David Maister to explore associate retention, and second, because I always chuckle when I see that someone has stumbled across this blog by searching “one night stand.”  Imagine what they must think!

Maister’s thesis is that lawyers must decide whether they want to develop relationships and trust for long-term client development or whether they want to engage clients on a case-by-case transactional basis.  The former requires sincere interest in the client and builds a connection that leads to the lawyer’s status as (to borrow the title of one of Maister’s books) a “Trusted Advisor.”  The latter is more difficult to create and to sustain because there’s nothing supporting the engagement beyond the exchange of services for money.

The mindset that Maister explores constitutes a worldview that will color the approach of a lawyer or law firm not only to its clients, but also to its associates, partners, and staff as well.  What worldview do you choose?

Networking technique: bring a friend along

For those who hate networking, walking into a room as part of a team may increase comfort and confidence.  The real beauty of this approach lies in having someone who knows you ready at hand to trumpet your skills — in other words, to introduce you glowingly (and truthfully) in a way that would come off as bragging if you do it yourself.

Here’s how it works: you and your colleague split up and circulate.  When you see your colleague in conversation with someone, you join them, and your colleague introduces you by referencing your background, your accomplishments, and what a great person you are — “Barb, meet Joe.  Joe’s an associate in my firm, and he’s doing terrific things for us.  Just last week, he argued a tough discovery motion in front of Judge Smith and not only won, but got our fees as well.  He’s a real go-getter, but I guess that’s what they teach at University of Fantastic, you know?”  (Of course, you should make sure that your buddy knows enough about you to tailor her introduction of you to the interests of the person you’re meeting.)  Following the introduction, you pick up the conversation and, after an appropriate time, your colleague drifts off to meet someone new.  You’ll want to return the favor for your buddy, and if applied well, you can make much deeper connections ripe for a follow-up using this method than you might by yourself.

From a coaching perspective, the questions to consider are these: how would you like to be introduced?  And what do you need to do on a regular basis to merit the introduction you desire?

 

How can your practice become known?

Do you ever feel that you’re just one small lawyer in a large sea?  New lawyers often begin their practices wondering how to distinguish themselves from the hundreds or thousands of other lawyers occupying the same niche.  And that feeling isn’t limited to new lawyers, by any means.  Though the question may fade, it certainly re-emerges when a lawyer is preparing to grow her practice or is considering some shift in substantive areas.  Clients are necessary for maintenance of a profitable practice, obviously, and differentiation can help to attract clients.  So, how can you differentiate yourself?

Blog (but check your state’s ethics rules first).  My background is in patent litigation, and I often referred to the Patently-O Blog by Dennis Crouch.  Patently-O is known for, among other things, its full coverage of every patent case decided by the Federal Circuit.  It became the go-to reference for what’s going on in patent law, and I’d venture to guess that an amazingly high number of patent lawyers and “civilians” who are interested in patent law read the blog on a near-daily basis.  I was astonished when I learned that Dennis started the blog less than a year after being admitted to practice.  He’s since moved on to academia, a move that was quite likely assisted by his blogging efforts as well as his other credentials.

A number of lawyers who blog boast that they attract clients largely through their blogs, and Kevin O’Keefe (a lawyer who has turned to assisting other lawyers with Internet marketing through lexBlog) is known for the trademarked assertion that “Real Lawyers Have Blogs.”  (And, of course, Kevin has a blog as well.)  Perhaps it’s a bit of overstatement to say, “blog it and they will come,” but it isn’t a bad starting point since blogging provides a platform through which a lawyer may share resources, analysis, and enough personal content to become known to readers.  How to do that is, of course, well beyond the scope on this blog.

A word of warning, though: ethics rules absolutely apply to blogging, and some states (most notably New York, amidst much controversy) consider blogging to constitute lawyer advertising.  If you’re going to blog, get educated about the ethical issues first.

Create a unique experience for your clients.

What can you offer clients that other lawyers don’t?  The opportunities vary widely by practice area, but any value-added service is a good step toward differentiation.  Don’t overlook the basics that may set you apart (though they shouldn’t): quick responses to phone calls and emails, regular case updates, or offering educational resources as necessary (i.e. on how to prepare to give deposition/trial testimony, what to consider when getting ready to make estate plans, etc.).  And consider introducing your client to every member of your legal team who will be involved with the representation.  Even something as quick as an introductory letter identifying other lawyers, paralegals, and office assistants that is signed by each can offer a client comfort when contacting your office.  Consider, of course, what is appropriate for your practice: what will impress a personal injury client may be radically different from what will impress the CEO or general counsel of a multi-million dollar corporation.

Be active and visible in the community.

I’ve written about networking in the past and explained that networking is really about building relationships.  Being active in the community — volunteering, serving on boards, working with non-profits in other capacities — is a terrific way to become known.  It provides a context for networking that often makes it more comfortable for reluctant networkers, and it may present you the opportunity to offer guidance and suggestions that will reflect well on you as a lawyer.  Moreover, you may have opportunities to speak or write through these channels, both of which will raise your profile.

Be clear about what makes you different.

If you want to differentiate yourself from other practitioners, it’s imperative to connect with an internal compass that will point to what does indeed make you different.  If you don’t know what that is, you certainly won’t be able to convince anyone else.