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All posts tagged Client Loyalty

This is the second post in a three-part series on succession planning. The first post was published in May. When is the best time to retire? It’s a complicated question with no cookie-cutter answers. Timing may be the most important ingredient in a successful retirement—and client transfer—recipe. This is particularly true for law firms. Many […]

Particle physics and astronomy both attempt to understand our universe from two different vantage points: one immediate observations of the infinitesimally small, and the other grand-scale observations of ancient light and energy. Micro versus macro. On a macro level, quoting from the recent widely-read Open Letter from 25 General Counsel, “leaders of the legal profession […]

Tara Weintritt, Partner, Wicker Park Group Daniel H. Weintraub, Managing Director and General Counsel, Audax Group Here at Wicker Park Group, we have been interviewing clients on behalf of law firms for over a decade. The feedback has evolved after more than 3,000 interviews, but the core messages are similar. Clients want you to spend […]

In 2016, we shared a popular blog post about the four rules of loyalty laid out by Peter Shankman in his book Zombie Loyalists, which is a study in how to create rabid fans. The legal landscape is changing rapidly, but these essential strategies to build loyalty remain relevant and are worth sharing again. Be transparent. While it was much […]

Too often, outside counsel misconstrue what it means to understand a client’s business. They confuse the simple concept of what a company does with a deeper understanding of why the company does it and how it is impacted by broader industry trends. In many client relationships, outside counsel wait for the phone to ring, listen […]

This is the first post in a three-part series on succession planning. I’m currently working with a young partner at a Midwest firm of 300+ attorneys. Her business development plans include what she calls her “inheritance strategy.” As the name implies, she is working with a senior partner to acquire his clients when he retires. Yet, […]

Advanced technology was supposed to free us up to work less, spend time with our loved ones and pursue hobbies. Instead, these devices are just shackling us to work and creating blurred lines between our work and personal lives. Everyone is just working more, and that’s especially apparent in our industry. In the past few […]

The weather should be better, and the days are getting longer. Spring is upon us, which means it’s time to contemplate some professional spring cleaning. The legal-industry version of spring cleaning is not much different from what you do around your house and in your personal life to get organized and leave behind winter hibernation. […]

Wicker Park Group periodically revisits some of our most popular blog posts. This post originally appeared in May 2017. At Wicker Park Group, we conduct many business development workshops each year and believe strongly in the value of case studies as the best way for attorneys, usually acting in groups, to practice “meeting” with a […]

As some of you know, my family has undertaken a fairly extensive home construction project that involves digging out a basement and adding 1,400 square feet of livable space. The selection process for choosing our architect, builder and finishing crew reminded me of how in-house counsel talk about their selection of outside counsel. We asked […]

When I ask a group of lawyers why they get hired, I usually get one of these default answers: “We’ve worked with them before.” “They trust us.” “We have the resources they expect.” “We are great lawyers at a great firm.” Yes, and no. Clients hire lawyers that can say all of the above. But […]

Adaptability. In every conversation I have with in-house counsel and the lawyers who support and serve them, the single most important trait clients value and lawyers pride themselves on is adaptability. Often other words are used to describe this highly valued trait, but it really comes down to adaptability as the key to successful relationships. […]

The two most frequently asked questions we answer when working with our clients at the beginning of any engagement are: How do we handle difficult feedback? What happens if we don’t have a formalized system to act and follow up on the feedback we get from our clients? Those two questions are more connected than […]

We will periodically revisit some of Wicker Park Group’s most popular blog posts. This one, originally posted in June 2016, was one of last year’s most read posts. At the recent Client Experience in Professional Services conference in Durham, North Carolina, Stan Phelps shared his insights about winning the hearts of customers and influencing positive […]

If you are like me, most weeks you find and save an article or two about legal marketing and business development. This past week, while sifting through the stack, I was reminded of a scene from the movie Finding Forrester. Released in 2000, it is the story of an unlikely friendship between a reclusive writer […]

For the last decade, we have worked with firms to launch, lead, develop and support client feedback interviews. And in almost every firm, the managing partner or chair is either already conducting relationship visits or planning to do them as soon as possible. They often come to us to discuss how to both train the […]

At Wicker Park Group, we conduct many business development workshops each year and believe strongly in the value of case studies as the best way for attorneys, usually acting in groups, to practice “meeting” with a client prospect for the purpose of developing rapport. Consistently, the experience is eye-opening. In practice, most lawyers spend too […]

Albeit unplanned and a bit happenstance, I have been interviewing quite a few alumni of our law firm clients. Alumni are great interview candidates for many reasons. They have insights and perceptions that go beyond the average firm client. They have “experienced both sides” and have an appreciation of what they would do differently. They […]

Wicker Park Group is revisiting some of the processes around Client Feedback Interviews in a new series of blog posts called “Back to Basics.” This is the fourth article in the series. You can find the first article about how to choose clients for feedback here, the second article about the importance of preparation here and the third […]

Make It Easy

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At the beginning of 2015, I was given the great opportunity to become a strategic partner with the Wicker Park Group, the preeminent firm focused on client feedback in the legal industry today. At our first meeting, I asked the group: “After more than 2,000 client feedback interviews, what is it that clients care about […]

Many law firms understand how to meet their client’s biggest and most obvious client service preferences. We’ve all laughed about (and learned from) the story of the firm that FedExed its RFP response to UPS and was summarily dismissed from the process as well as the firm that forgot to remove competitor products from the […]

Every Saturday morning, five baby boomers including myself join together for a 4- to 5-mile run. We’re not fast, but we are committed and make it whenever we can. Four of us work in legal: one is a solo practitioner, two work in different mid-size firms and me (the token business development consultant). Bob, the […]

Wayne Gretzky is famous for being one of the greatest hockey players in history. He is also known for inspiring thousands with his quotes. One of my favorite Gretzky quotes is: “I skate to where the puck is going to be, not to where it has been.” It is simple but incredibly powerful and exactly […]

As mentioned in a recent blog post, we at Wicker Park Group love to read and love to share favorites with each other and with clients. Amid the many excellent books that address the client experience, we picked one particularly standout book to share with clients this year: Zombie Loyalists by Peter Shankman. Zombie Loyalists […]

Books to Inspire

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Summer reading has remained an ingrained habit from school days. At WPG, we are all avid readers and share book recommendations across genres. We read everything from current bestsellers and biographies to cookbooks and of course business books. Our 2016 summer reading focus at WPG has been on understanding the “client experience,” and we’ve all […]

At the recent Client Experience in Professional Services conference in Durham, North Carolina, Stan Phelps shared his insights about winning the hearts of customers and influencing positive word of mouth. Phelps is the author of What’s Your Purple Goldfish?, and his crowd-sourced stories resonated with the audience of engineering, design, architectural, construction, legal and financial […]

The year is still new, but the refrain remains the same. Lawyers in firms are finally back at work, catching up from the protracted holiday break and now excited about the promise the new year brings. Yet I’ve already had the conversation with a client about the “attitude” busy lawyers have when they are, well, […]

The bad news is that it may be too late to come up with a gift for your clients that will stand out from the crowd. But that is not the real goal of a gift; the goal of a gift is to create a memory. At the end of the year when you think […]

Firing in Slow Motion

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Rare is the in-house counsel who will swiftly and directly confront outside counsel about minor annoyances or even major frustrations. While there are exceptions, most clients just don’t have the time, bandwidth or interest to proactively offer course corrections. Many attorneys are by nature conflict averse and indirect. So if you aren’t picking up on […]

During client interviews and conversations, we often hear about the importance of working with lawyers who are trusted advisors: “I think he is viewed as such a trusted advisor, colleague and partner that he will be very helpful to us as we navigate the changes.” “The firm feels like a trusted advisor. Others, on the […]

“In every business, there are employees who are the first point of contact with the customers (attendants at airport gates, receptionists at doctors’ offices, bank tellers, executive assistants). Those people can come across either as agents or as gatekeepers. An agent makes things happen for others. A gatekeeper sets up barriers to keep people out.” […]

I’ve conducted quite a few interviews recently where the client contact was previously an associate at the firm. It creates an interesting dynamic and is something very important to consider as the marketplace and industry evolve. Years ago, lawyers “grew up” in firms. They entered as associates, climbed the corporate ladder and then became partners. […]

Before I traveled extensively for work, I ignored the pre-flight intercom banter of promotions for those flying as part of the airline’s frequent flyer program. On average, I flew less than a dozen times a year, some for work but mostly for leisure, and I always shopped by price and convenience to the location. Now […]

Restaurateur Danny Meyer has been delighting diners in New York City since he opened Union Square Cafe in 1985. Thirty years and 15 restaurant concepts later, he and his team at Union Square Hospitality Group (USHG) have perfected the art of “enlightened hospitality.” Their mission is simple: “To delight our guests through such unparalleled hospitality, […]

More likely than not, you gave or received a valentine this weekend. It may have been wildly extravagant or the simplest of gestures, but regardless you made or were made to feel special, cared about, valued and loved. A couple I admire attributes the longevity and happiness of their 50-plus-year marriage to treating every day […]

Our partner, Nat Slavin, recently had the privilege of moderating the general counsel panel at the LMA West Legal Marketing Technology Conference for the third time. The panelists were brutally candid in their assessments of how to strengthen relationships with in-house counsel, and we thought it was worth sharing their insights. Panel Kendra Clark, VP, […]

We all love to walk out of a client interview with a zinger: a big relationship problem, a previously hidden opportunity in a new area or a major client challenge we can solve. In fact, some clients don’t think their client feedback programs are effective unless there are big surprises at every turn. The reality […]

In the November 2010 issue of the American Lawyer new AmLaw editor-in-chief Robin Sparkman (former editor of sibling publication Corporate Counsel) opens the issue with an editorial that tackles head-on the resistance firm leadership has to engaging in client feedback. Select quotes include:  “Many partners simply don’t want their MP or chairman to meet with their biggest clients—even if […]

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