Would you like to get started today or is next week better for you?

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In sales, the “alternative choice close” is a well known technique for getting the client to buy something, rather than nothing. You ask them if they want “A” or “B” and no matter which one they choose, they’re buying something.

“Credit card or check?” “Deluxe package or basic package?” “Would you like to come in at noon or 4:30?”

Clients want you to help them make a decision. They know they might procrastinate and never get the work done. When you help them take action and get the benefits they want and need, you’re acting in their best interest.

And did I mention you’ll also get more clients?

Anyway, you can also use the “alternative choice” concept to improve your own decision making and productivity. It can help you reduce procrastination.

The idea is to always have more than one project you’re working on, or could be.

Writer Geoff Dyer put it this way:

Have more than one idea on the go at any one time. If it’s a choice between writing a book and doing nothing I will always choose the latter. It’s only if I have an idea for two books that I choose one rather than the other.

If you find yourself procrastinating on Project A, you can turn to Project B. Or Project C. When you find yourself resisting something, work on something else.

You probably do this now with client files. When you are frustrated or bored or unsure of what to do next on a given file, you put it aside and work another.

I do this with blog post and other writing projects. I’ve got lots of irons in the fire and when I run out of steam on something, I’ve always got something else I can work on.

I also do this with reading books. I have thousands of books in my Kindle and I usually read two or three of them at a time. When I find myself losing interest with one, I turn to another.

You can use the “alternative choice” concept for anything you’re working on, or should be. Calls, letters, documents (drafting or reviewing), even errands. Always have something else lined up, because doing “A” or “B” will always be better than doing nothing.

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Who’s your favorite client?

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Quick question: who’s your favorite client?

You know who I mean. The one who pays you big money and hires you more often. The one who sends you lots of referrals, promotes your website, and shares your social media posts. The one who follows your advice and never causes problems.

Bottom line, if you could clone him, you would be one happy camper.

So who is it? What is his or her name?

(I’m going to call him Jim.)

What’s that? You have more than one Jim? Good stuff. You can do this with each of them (and trust me, you’ll want to).

Okay, remember waaaay back where you said you would be happy if you could clone Jim? Let’s see if we can do something like that.

Get Jim on the phone, or you can do this the next time he’s in the office. Tell him he’s one of your favorite clients, that you enjoy working with him and you want to ask him a few questions so you can do a better job for him and your other clients.

Then, interview Jim.

Start off with a few easy questions about his work and family and what he likes to do for fun.

Next, unless you already know, ask him how he went about finding you. Did he find your website? What did he search for? Was he referred? By whom? Did he see an ad, come to a seminar, or meet you at an event?

Then, ask him what he liked best about the work you did for him and how you and your staff treated him.

Write this stuff down. It’s golden.

Once Jim has said some nice things about you, ask him, “What could we do better?”

Next on the list, ask him for the names of a few other professionals he works with and recommends. What does he like best about them? Will he introduce you to them (or would it be okay if you use their name)?

Finally, ask Jim what you can do for him outside of your legal services. What does he need or want? Does he have a problem? Can you send him more business? Help him find a new vendor or employee? Write a college recommendation letter for his oldest? Buy his youngest’s girl scout cookies?

Okay, what have you learned?

You’ve learned how people like your favorite client are finding you. Now you can do more of what’s working and attract more clients like Jim.

You’ve learned what you’re doing well and what you need to improve. This helps you fix anything that needs fixing and do more of what makes you great.

You’ve learned the names of other professionals you can reach out to. You can meet them and start a referral relationship and you also have a high quality professional you can recommend to your other clients.

Finally, you’ve learned what you can do to help Jim. You’ve got something you can do that will make your great relationship with him even better.

Oh yeah, one more thing. When you asked Jim what he liked about you and how you helped him, you can use the nice things he said about you as a testimonial.

After the interview, send Jim a thank you note. Tell him how much you appreciate his help. Maybe enclose a gift card or send a fruit basket.

After that, make sure you continue to let Jim know how important he is to you. Call him, just to say hello. Send him articles he might find helpful or interesting. Give him freebies from time to time. And make sure he hears from you around the holidays, his birthday, and his anniversary.

If you want more clients like Jim, focus on Jim because what we focus on grows.

To learn how to create a profile of your ideal client, get the formula

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Creating a walk-away law practice

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How do you build a law practice you can one day own but no longer run? It starts with wrapping your mind around the concept that you don’t have to do everything yourself, or even closely supervise everything yourself.

You have to (eventually) delegate all of the work in your office.

If you don’t, you’ll never be able to walk away.

This is very difficult concept for many attorneys. We’re used to being in control. We thrive on micro-managing. Our egos fight against the notion that someone else can do what we do.

We also have a very difficult time dealing with the risk.

The truth is, your employees and outsourcers can get you in a lot of trouble. It is a very real risk. But that’s what errors and omissions insurance is for. That risk, and the insurance premiums we pay to minimize the potential damages therefrom, are a cost of doing business.

Building a business (law practice) is not about the elimination of risk. It’s about the intelligent management of risk. You do the best you can and if things go wrong, you deal with it and move on.

You can either live with this risk and the stress it might cause, or you cannot.

If you’re willing to take these risks, or you’re not sure if you can, dip your toes in the water. Delegate something and see what happens. Then delegate something else. Hire someone if you have to, but get someone else doing some of the things you now do.

The second thing you need to do to ready your practice for a walk-away future is create a detailed operations manual for your office. Everything you do should be memorialized, with forms and checklists and documentation of every process.

Pretend you are going to franchise your practice. Someone is going to open an office and do everything you do. They’re going to pay you to learn how to clone your systems, and then pay you a percentage of their revenue.

Make the effort to document your systems in enough detail that someone else could truly step into your shoes.

When you get this right, it will allow you to open a second office if you want to (or third or fourth). You’ll also have a valuable resource for hiring and training new staff or temps. And, if you’re ready, you can start reducing your work hours at the office. Eventually, you can tip-toe away to semi-retirement.

For more on delegating and creating systems, see The Attorney Marketing Formula

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It’s better to own a law practice than to run one

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An article in our local newsletter featured a neighbor who recently changed careers. I don’t know what they did before but a couple of years ago, they bought a fast food franchise and they recently opened a pizza restaurant in the food court of our local mall.

The couple have two young children and my wife commented that running two restaurants sounds like a lot of work. I pointed out that running a restaurant isn’t the same thing as owning one.

As the owner, you have employees who run the day to day operations. You may check in once a day, once a week, or once in awhile, but as long as you have good people working for you, and good people supervising those people, there isn’t lot for the owner to do. And, if you get big enough, you could structure things so that you don’t have to do anything at all.

Many restaurant chains are owned by investment groups. The owner-investors are not involved in the daily operations.

Most small businesses, and that includes most small law practices, aren’t there, however. The owner, or the partners, are still very much involved in running the business, and running a business is a lot of work.

Would that it could be otherwise.

What if you didn’t have to go to the office today, or for the next six months? What if the practice ran without you?

That would be nice, wouldn’t it? Scary, but you could get used to it, right?

Granted, a law firm isn’t a restaurant. Lawyers have more rules to follow with respect to supervising employees and such, and great penalties if they don’t, so you might never be able to go home and be a passive investor.  But you can come close.

And you should.

Because then, you could use your time any way you want to, to do anything you want to. You could even go to work if you want to, but because you want to, not because you must.

I encourage you to work towards this ideal. Work towards the point where other people do most of what needs to be done. You can (eventually) hire all the lawyers and legal assistants and other employees you need, and people to supervise them.

Seriously, put this on your list of goals. Because it’s better to own a law practice than run one.

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How to use your new client intake sheet to get more referrals

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There’s a very simple way to get more referrals from your clients. It will also help you build your newsletter list and meet more referral sources.

All you have to do is add two things to your client intake sheet.

The first addition is a prompt for the client to list people they know who might like to receive your newsletter, special report, video series, or anything else you offer, such as a free consultation.

You or your staff point out this section to them and explain how this helps their friends solve a problem or understand their options. Tell them there is no cost or obligation or pressure of any kind.

Also tell them what you will do if they provide names, i.e., send these people a letter and mention the client’s name (or omit it if they prefer). If they don’t want to give you names, you will instead give them copies of your report or a certificate they can give to their friends to redeem for a free consultation, report, etc.

The client gives you names and you contact those people, or you give the client something to give to those people and let them take the next step. Either way works.

Even if the client does nothing on day one, you will have planted a seed that may eventually result in referrals and subscribers. You can prompt them again by sending them a letter with a blank form they can fill out, or a link to secure web page form. As the case progresses, they may be more comfortable opening up their address book.

The second addition to your intake sheet are prompts to supply the names of other professionals they know. Who are their insurance agents? Do they have a CPA or tax preparer? Do they know any other lawyers? Do they have a financial planner, stock broker, or real estate broker?

Explain to the client that you will introduce yourself to these other professionals. If there is a logical connection with the work you’re doing for the client, explain this. For example, if you’re an estate planner, it makes sense to coordinate with their financial planner or tax professional.

If not, tell the client that you do this for marketing purposes. By meeting other professionals your clients know and recommend, it helps your practice grow. It also helps you meet other good professionals you can recommend to your clients, so it helps these other professionals, too.

Provide a check box for the client to indicate it’s okay for you to mention their name, or not.

Contact these other professionals, tell them you have a mutual client, and you’d like to find out more about what they do and see how you might be able to work together.

Clients will send you referrals without being asked, but if you ask, they’ll send you more.

Learn the formula for marketing legal services. Go here now

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Finding time for getting things done

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Spinning plates. Putting out fires. Treading water. Does this sum up a good portion of your day?

Lawyers are paid to solve problems. Other people’s, not our own. If you’re spending too much time solving your own problems, you won’t have time for things that advance you towards your most valuable goals. Like getting paid by more people to solve more of their problems.

Solving (your) problems is important. When someone quits, you have to find someone to replace them. When you are audited, sued, or charged with an ethical violation, you have to respond. But responding to problems like these only helps you keep the machine running. It doesn’t bring in new clients or additional revenue. Peter Drucker said, “Results are gained by exploiting opportunities, not by solving problems.”

One good thing about problems is that they tend to repeat. It may be a few years before you have to deal with something again, but knowing that it will happen again allows you to prepare for it:

1. Make a list of problems that occur periodically. Small ones and big ones. Hiring and training new employees and temps, equipment leasing and purchasing, hiring vendors, moving offices, record retention, website security, and the list goes on. Add to your list throughout the year.

2. Create a system for handling each problem. Document your efforts to resolve the problem and minimize its consequences. Create checklists, forms/letters, and instructions.

3. Go through the list of problems and see which ones can be handled, at least in part, by someone else. Delegate responsibility for handling those problems (at least partially). Instead of running ads when you need to hire a new employee, for example, you might hire an employment agency.

It’s worth investing extra time in this project because it will save you time and headaches in the future. You’ll have more time for getting things done that help you grow your practice, instead of merely keeping the doors open.

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Successful attorneys do what unsuccessful attorneys aren’t willing to do

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In an interview, billionaire John Paul DeJoria (Paul Michell hair products, Patron tequila) was asked about the difference between successful people and unsuccessful people. He said something you may have heard before: “Successful people do all the things that unsuccessful people don’t want to do.”

When DeJoria was a young man working in a dry cleaning shop, this meant doing things he was not hired to do like sweeping floors or cleaning shelves. His employer noticed his initiative and gave him a raise.

What about attorneys? What is it that unsuccessful attorneys are unwilling to do?

Or, putting it another way, what is it that successful attorneys are more willing to do, or do more often?

Of course the answer is different for everyone. You may do things in your practice that other attorneys would never consider. You may look at something the attorney down the hall does and shake your head.

We each become successful in our own way. But we must ask ourselves what we might accomplish if we were willing to do things we have not been willing to do before.

Like what? You tell me.

Make a list of things you don’t or won’t do. You can add the reasons if you want. Here are some suggestions:

  • Advertise (I might lose money, it is undignified, it is unethical, it is not permitted)
  • Go out at night/take time away from my family (networking)
  • Do any marketing/sell (I shouldn’t have to, it’s not professional, I don’t have time)
  • Hire employees (Cost, compliance, risk, headaches)
  • Delegate (Risk, easier to do it myself, nobody can do it as well)
  • Take work home with me
  • Adopt new technology (Time, I’m old fashioned, the cloud is risky, cost)
  • Engage on social media (Many reasons)
  • Start a new practice area (I shouldn’t have to, learning curve, competition)
  • Open an office (Cost, I like working from home)
  • Work from home (I like to be around people, clients need to see me in an office)
  • Open a second office (Cost, risk, time)
  • Commute more than thirty minutes (Time, cost, stress, health concerns)
  • Move to another city
  • Work longer hours
  • Read outside of my field (Time, not interested, not needed)
  • Take a certain type of case or client
  • Operate in an ethical gray area

Next, go through your list and look for things you might be willing to re-consider. Think about some attorneys you admire. Are they doing any of these things? Perhaps you could ask them how they manage it. Did they have to force themselves to start? Do they do it today even though they dislike it? How has doing this helped them reach a new level in their practice?

You might find something you’re willing to do that you previously rejected. You might find yourself excited about something you have only done halfheartedly before. And yes, you might find that your unwillingness to do something is justified; you’re now convinced you won’t do it.

At least now you know.

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Do you re-read good books?

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My grandfather used to read a lot of paperback novels. Mysteries, detectives, thrillers and the like. When he was done with a book, he would write a number on the cover, to signify his rating. He would know the best books to re-read or recommend (loan) to a friend.

He used a scale of 1-5, along with pluses and minuses. A good book might warrant a 4 or a 4-plus, a great book would get a 5, and so on.

I hadn’t thought about his system in a long time. But then I got an email from blogger James Clear with his fall reading list and his book rating scale and I was reminded of my grandfather’s system.

Although similar, Clear’s rating system is more appropriate for non-fiction:

Book Rating Scale

5 – Top-notch writing, thorough research, and highly valuable or interesting content.
4 – Often great writing or excellent content, but not necessarily both.
3 – It may have a chapter or two that are excellent, but the book is average overall.
2 – Perhaps you will find an idea or two, but there is little value inside.
1 – Do not read.

His current reading list can be found here.

You might want to subscribe to his blog. He always has something interesting to say about, well, interesting things.

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How to get clients to like you

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I went to a doctor once who was highly recommended. One of the best in the area, I was told. When I got to his office and went up to the desk, I was handed a clipboard and asked for my insurance card.

No greeting. No smile. No eye contact.

I said something to her. Probably something like, “Would it hurt to say good morning?” Because that’s how I roll.

When I saw the doctor, he lectured me about not being abusive to his staff.

Guess what? I didn’t stay with that doctor. It didn’t matter how good he was at his job, I didn’t like him.

So there.

The question is, do your clients like you?

It’s not difficult to get clients to like you, even if you lean towards the grouchy side. But you can’t phone it in. You do have to make some effort.

Start by avoiding things that clients DON’T like:

  • Don’t make them wait. If their appointment is at 2 PM, 2:01 is late.
  • Don’t take phone calls when the client is in your office. That goes double if you bill by the hour.
  • Don’t brag. Clients want to know you’re good at what you do, they don’t want to hear you go on about it.
  • Don’t curse or use inappropriate humor.
  • Don’t delay billing. Don’t send vague bills. Don’t nickel and dime on costs.
  • Don’t fail to keep them informed about their case.
  • Don’t fail to call back when they leave a message.

There, that wasn’t hard was it? Pretty basic stuff.

Now a few things you should do:

  • Make sure your staff makes them feel welcome. Hello, is this on?
  • Smile. Firm handshake. Eye contact. Remember their name.
  • Talk about your weekend, but make it something they can relate to. You took the family to the beach, great; leave out the part about the yacht.
  • Show them you’re not perfect. Admit you’re a terrible cook or throw like a girl.
  • Be a good listener. Ask questions and let them talk. Take notes.
  • Talk about your kids and/or pets and ask about theirs.
  • Send thank you notes.

Yeah, it’s about treating people like you would like to be treated.

You’ve probably hired professionals who don’t get it. If you’ve ever had to wait forty minutes after the time of your appointment, you know what I mean. (Be honest, were you tempted to leave and send them a bill for your time?)

Anyway, don’t be that guy or that gal.

How to get clients to like you (and trust you): get this

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Managing a law practice by playing childish games

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Remember playing “hot potato” as a kid? You stand in a circle and pass around a small object as quickly as possible. When the egg timer or oven buzzer sounds, whoever has the “potato” in hand is out. If you’re the last person left, you win.

Kinda like musical chairs. What, you don’t remember that either? Okay I’m old.

Anyway, I did my best to run my practice like a game of hot potato. My goal was to get things out of my hands and into someone else’s as quickly as possible.

I’d review a file, decide what needed to be done, and give it a secretary to handle. When she brought the file back, I’d do the same thing. I tried to leave work each day with everything off my desk and on someone else’s.

I did the same thing with opposing counsel and claims adjusters. Write the letter, make the call, draft the document, send it off. Out of my hands and into theirs.

It’s not a perfect system. Bigger projects, things I couldn’t delegate, problem files, were a constant. Getting everything else out of my hands, however, gave me time to handle them.

Take a look at your desk or your task list. What could you get rid of right now by handing it off to someone else?

Managing a law office is easier if you have some fun with it. Remind me to tell you about the time I brought a Hula Hoop to the office. . .

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