Thursday, July 25, 2013

What Must Firm Leaders Do? - If their goal is to remain independent (i.e. not merge up) in the next 5 years?

I know many mid-size regional firms (10-25 partners, $8 - $15 million in revenue) who are facing this issue - how will they payout retiring partners who have large books of business in a way that fosters good client service (from the second tier partner group) but also encourages new clients to be brought in...how will this work?

Firms who figure it out will do so by rethinking the roles and responsibilities of all professionals at the firm.  They will have to leverage their work product/processes, re-think their compensation structure and consider targeting new clients in a way that gets them the biggest bang for their buck - i.e. niche-focused marketing to attract ideal clients that have proven the most lucrative for them in recent years.

Tuesday, July 9, 2013

How can a proposal deliver the kind of value that makes the prospect want to become a client - NOW?


I would offer that embellishing the specifics around this by offering a way that a proposal can deliver compelling value that make the reader want to buy now…. A short list of bullet points that explain how the firm (the one proposing) offered similar value to other clients similar to the prospective client –

t What was done, for what kind of (general description) client and the value or result that was achieved

t Three or more bullets should raise an eyebrow of confidence

 t Commitment to a niche or specific type of ideal client to “prospect” to helps

Perhaps another topic of discussion here:  How important is niche-marketing in your plan to improve your closing rates for new business?