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Testimonials
Our firm has consulted with David for many years to improve our culture of business development and general firm leadership. He is knowledgeable, experienced and fun to work with. He is extremely strong on implementation, follow up and accountability."Susan S. Brewer - CEO, Steptoe & Johnson PLLC
When it comes to business development, David Freeman is superb. He brings a cost-efficient and confidence-inspiring approach to the challenging task of improving law firm business development practices. He has a deep understanding of today’s competitive legal services industry, and knows how to teach busy practitioners how to compete and win. I highly recommend David for any organization looking to grow its business." Peter Kellett - Chairman and CEO, Dykema
I had the opportunity to see the impact of David’s work at one of my prior firms, and recommended that he be engaged by two other firms I subsequently joined. As a COO who is responsible for maximizing financial results, David has proven to be an asset who has shown our lawyers how to confidently and effectively pursue their best opportunities."Richard Wolf - Former Chief Operating Officer, Parker Poe LLP
Randy Crispen - PartnerRandy Crispen - PartnerLuce, Forward, Hamilton & Scripps LLP, San Diego
David’s presentations are phenomenal! His experience in the legal arena and expertise in leadership and business development give him the ability to do what few presenters do well: present strategic guidance and practical “to-do’s.” Attendees leave with a greater understanding of how they can make an impact in their firms.” - Adam Severson - Director of Business Development, Baker Donelson, LLP
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Phone: 949.715.0819

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Our New Book:

Secrets of the Masters: The Business Development Guide for Lawyers

This inspirational handbook is packed with hundreds of proven tools, tips, and techniques for increasing revenue and forging relationships with clients and colleagues that will last you a lifetime.

Secrets of the Masters Book Review – Of Counsel

Secrets of the Masters Book Review – NALP

secrets-of-the-masters1

A Comprehensive Methodology

A law firm is no place for the one-size-fits-all approach. Every lawyer is different, and each brings a unique set of skills, desires, and perceptions to how they build their practice. On the other hand, there are some fundamental elements that must be integrated in order to build a solid foundation for long-term success. The art of properly blending the needs of each individual with the universal principles of client development is the key to helping your lawyers realize their potential.

To achieve this balance, we provide customized training workshops, personalized planning, and ongoing telephone coaching. We get your lawyers to focus on short, medium, and long-range goals, which translate into an intelligent mix of marketing, selling, and client service. With our support, your lawyers can establish solid habits that can result in a thriving, sustainable practice.

Tangible Results

Graduates of our programs have achieved many of the following outcomes:

  • Created personalized business development plans
  • Generated new revenue from existing clients, new clients, and referral sources
  • Identified and acted on internal cross-selling opportunities
  • Acquired new client development skills and techniques
  • Increased the quality and quantity of business development activities
  • Maximized opportunities from ten powerful networks
  • Enhanced their effectiveness at seminars and conferences
  • Used speaking and writing to develop new matters
  • Finessed meetings with prospective clients
  • Enhanced their effectiveness when meeting with potential clients
  • Established a stronger personal brand and the ability to communicate it
  • Developed methods for staying top-of-mind with important contacts
  • Enhanced client service

Customized Training, Planning, and Coaching For Everyone

Our programs can be designed for equity and non-equity partners, of counsel, associates, laterals, and marketing professionals in firms of all kinds and sizes. Based on the needs of your groups, each lawyer’s level of experience, sophistication, and motivation, and the goals of your firm, we can build an approach that uses one or all of the following tools:

Business development skills training introduces essential tools and skills that will result in increased client development activity. Presented as a highly interactive workshop, our “Five Habits of Successful Business Development” approach provides an overarching methodology along with practical tactics for lawyers at all stages of their careers.

Individualized planning helps your lawyers, perhaps for the first time, understand the big picture of business development. Using a pre-planning questionnaire, along with live and/or ongoing coaching, we map out an approach for building a sustainable and fulfilling practice.

Implementation coaching is the magical alchemy that transforms information into skills, and skills into ongoing action. Lessons learned and opportunities identified will be kept alive through persistent, regularly scheduled coaching calls. Six to twelve months of telephone coaching will keep lawyers accountable, ingrain skills, improve personal planning, develop new approaches, and establish enhanced business development habits.

Program Delivery

  • Co-design of a customized training program
  • Interviews with selected leaders and rainmakers
  • Delivery of a half-day interactive business development workshop
  • Support in developing customized plans with each participant
  • Six to twelve months of telephone coaching
  • A full group debrief conference call
  • Free coaching for selected marketing staff

Co-design of a customized training program. No two firms are exactly the same, so we design each program based on your specific needs. We will work together with your marketing professionals to co-design an approach that meets your strategic goals.

Interviews with selected leaders and rainmakers. To continue the customization process and to incorporate firm culture into the program, we are available to interview marketing professionals, selected leaders, and key rainmakers in order to include home-grown marketing success stories into the workshop.

Delivery of a half-day interactive business development workshop. We will design and lead a half-day session in which your lawyers will learn practical, easy-to-utilize skills that can be immediately applied to their business development activities. The workshop will provide a cohesive framework, full of insights and useful tools, and will provide a solid foundation for increasing the frequency and success rate of their marketing activities. At the same time, they will begin to build their customized plans by identifying opportunities in different categories of business development. This interactive session supports fast implementation while also establishing the basis for long-term success.

Support in developing customized plans with each participant. Development of personalized plans begin prior to the workshop and continues with months of follow-up telephone coaching. Each lawyer’s plan will be developed based on their unique circumstances, taking into account their level of sophistication, experience, capabilities, motivation, and goals. It will also cover a range of activities, from short-term sales opportunities to longer-term marketing and client service initiatives.

Six to twelve months of telephone coaching. Follow-up coaching is the major driver that ingrains concepts presented during the workshop, stimulates new behaviors, supports development of customized plans, and keeps participants focused on accomplishing their goals. As coaches, we act as marketing conscience, strategist, teacher, sounding board, and reminder system by helping participants prepare for upcoming opportunities, brainstorm new approaches, learn from their experiences, and stay accountable for acting on their commitments.

A full group debrief conference call. Reviewing lessons learned from the entire group is a powerful way to deepen understanding, share best practices, and uncover new opportunities. To support these outcomes, we can participate in a conference call with the full group anytime after the workshop in order to facilitate this discussion.

Free coaching for selected marketing professionals. Marketing professionals can use coaching as much as your lawyers. Therefore, as a value-added extension of our commitment to your firm, we are available to selected members of your marketing staff to act as a sounding board for any issues they would like to discuss, regardless of whether they relate to this specific program.

 Maximizing Business Development for Laterals

Few populations have as much immediate business development potential as laterals. For the firm and the lateral, the ability to convert this potential into profitable business can often determine the long-term success of the relationship.

Many laterals are discouraged, however, especially those coming from government or in-house positions, because they don’t know how to build on their opportunities or navigate the inevitable challenges. By providing specifically customized support to these laterals early in their tenure, you can significantly improve their chances for success. Our coaching and/or training programs can help laterals in a number of crucial areas, such as:

  • Offering new services to their existing clients
  • Developing a fertile pool of new clients and referral sources
  • Maximizing cross-selling
  • Overcoming major challenges such as building key internal relationships, establishing internal credibility, living up to unclear expectations, integrating into the new culture, and acquiring new skills

Contact Us to see how we can help you maximize your business development efforts.