I’ve just wrapped up three weeks in a row of travel to spend time with clients, host WPG’s Law Firm Leaders Roundtable and attend a conference. It’s been energizing to be face to face again, and while the logistics of traveling are still a little hectic, I love the uninterrupted time to read on airplanes. […]
At the upcoming CXps (Client Experience in Professional Services) Conference in Durham, North Carolina, on May 10-12, I’ll be facilitating a panel discussion with three very impressive CX (client experience) leaders in the accounting and consulting realm. The focus of our conversation will be to explore how three very different professional services firms approach the […]
In honor of Women’s History month, I wanted to write a blog post about business development for women. While many of the business development actions, approaches and challenges are universal to all lawyers, there are some differences and insights worth pointing out. I see far too many women needing both information and inspiration—questioning whether they […]
In 2020, Wicker Park Group launched ClienTELL. Law firms on the platform are creating robust customization to analyze their own client feedback and using sentiment analysis to identify what drives firm, industry and practice loyalty. They are also tracking key components of client service from their own client perspective. As we look at the broader […]
We’ve been reviewing our client feedback research from 2021, and I was struck by a big shift in client sentiment and perceptions about how well outside counsel understand their businesses and industries. In 2019, 51% of the clients WPG interviewed felt their outside counsel exceeded expectations in demonstrating an understanding of their businesses or industries […]
I recently read that Warren Buffett spends 80% of his workday reading and reads up to 500 pages a day. It’s a trait he shares with many other successful people. The article went on to talk about the importance of taking time to reflect on the reading. There is not much in the news lately […]
The LMA 2021 Annual Conference happened! It was good to be with colleagues and friends face to face to learn and share our experiences. One benefit of lighter attendance was the opportunity for many discussion-oriented sessions. On Saturday morning I attended a great workshop, “No Longer Taboo: Helping Lawyers Embrace the Power of Selling to […]
Wicker Park Group periodically revisits some of its most popular blog posts. This post, first published in October 2020, still offers worthwhile insights into innovation. Last week, I cohosted a workshop with Elevate founder, chairman and CEO Liam Brown at the 2020 College of Law Practice Management annual Futures Conference on “Breaking Away from Tradition to Become […]
Over the last two weeks, I attended my first in-person meetings at a law firm in 18 months. The groups were small, the rooms were large for extra distancing space and the attendees were diligent about wearing masks when not eating or drinking. It felt safe and it was really nice to be together. The […]
There is never a bad time to talk about rates, but early Fall is the best time to discuss it with clients. In recent weeks, we have had many conversations with general counsel about their perspective on the how, when and why law firms talk to them about rates. In our client feedback interviews, we […]
As Thames recently mentioned, we had a great discussion with James Kane this summer about getting “Unstuck.” In advance of the conversation, we all took this Stuck Quiz to find out how much we really know about getting “Unstuck.” Candidly we didn’t know much! So we learned a lot. One of my favorite takeaways from […]
As we start to resume our back-to-the-office, back-to-normal lives, we are presented with an opportunity. As we’ve mentioned in previous blog posts, the forced pause of the pandemic has given us a unique opportunity to assess what we want to change and how we can pivot our habits, our goals and our priorities. It’s a […]
We recently hosted a Zoom meeting for a group of clients, and as you would expect the conversation included return-to-office plans (or in some cases, the lack thereof) and strategies for employee, attorney and client engagement as we all contemplate “reentry.” While plans for going back to work are all over the place in the […]
Every year I play the same game with my cable company. On my renewal anniversary, they take away the discounts and give me the double whammy of a service rate increase. I then spend the next 30 minutes to an hour on the phone finding the right person in “customer retention,” which is really just […]
Tara recently shared some great questions to uncover client priorities. By understanding your clients’ businesses and what has their attention, you are in a much better position to offer helpful solutions to their most pressing problems, make their lives easier, add value and position them for success inside their organizations. In the past two weeks, […]
Every now and then we conduct an interview that leaves us talking about it for days, even weeks. These instances usually involve an interviewee perfectly capturing a thoughtful insight around client needs, highlighting a true marketplace differentiation or offering a priceless one-liner. A few weeks ago, I spoke to the GC of a large organization […]
It is hard to imagine a more anticipated New Year in our lifetime than 2021. Maybe 2000 and the frenzy of Y2K, but I think it is safe to say few people are sad to leave 2020 behind. At WPG, we spend our days talking to smart, diverse, driven professionals and hear a sense of […]
For our final blog post of 2020, I thought I would share what we have observed and learned in this year filled with unexpected challenges. While we face a cloudy future for at least the beginning of 2021 and we anticipate continued challenges for many in the industry, we are hopeful about the creativity, passion […]
During a virtual conversation with firm leaders in marketing and business development last week, the discussion turned to diversity. The group agreed that everyone is hearing from clients about diversity—and the requests from clients are getting more specific and pointed. One CBDO noted that a very large client has now reserved the right to pull […]
We have been asking clients for feedback on behalf of law firms and professional service firms for almost 20 years now. It is some of the most valuable and rewarding work we do. Clients continuously praise firms for taking the time to learn what they value most, where they can improve and how they can […]
Last week, I cohosted a workshop with Elevate founder, chairman and CEO Liam Brown at the 2020 College of Law Practice Management annual Futures Conference on “Breaking Away from Tradition to Become a Forward-Thinking, Client/Customer-Oriented Organization.” The setup for our session was a deep dive on innovation in the legal ecosystem, and we wanted to focus […]
Wicker Park Group Partner Nat Slavin recently had the opportunity to talk with Chase Williams and Ryan Klein about client feedback and loyalty on the Legal Mastermind podcast. They discussed several topics including: What leads a firm to seek client feedback How to approach client feedback, including in today’s challenging environment Actionable tips for attorneys […]
We have been closely reviewing and analyzing the responses to the recent Impact of COVID-19 on Corporate Legal Departments survey we conducted in partnership with ALM Intelligence. More than 130 in-house counsel from a wide array of industries, departments and company sizes provided feedback on their law firm service experience during COVID-19. Most all agree […]
Most of us have been working from home in the midst of a pandemic for more than three months. Depending on your situation, that has meant juggling children without school or childcare, caring for aging parents, significantly blurred lines between home and office, remote learning, endless cooking, economic struggles and, for some, battling illness or […]
Last week we launched a survey in partnership with ALM Intelligence to uncover how U.S. legal departments and, more importantly, individual in-house lawyers are being impacted by COVID-19. For those of you who are reading this blog as it comes out and are in house, the survey is still open and can be taken by […]
As the U.S. begins to cautiously reopen, we are hearing from many of our law firm clients about how they are approaching the return to offices. Some have already started to bring in a limited number of lawyers and staff to offices, while others don’t foresee any return in the coming months. The circumstances of […]
“Can you give us another 90 days to pay that bill?” “What discounts can you give us?” “Our revenue is significantly down. How can you help us through this time?” These are the types of questions facing every outside counsel during this new COVID-19 reality. While the level of loss varies depending on the industry, […]
I’ll admit I’ve not been a fan of video conferencing until very recently. I’ve been working from a home office since 2005, traveling frequently to be face to face with clients. My amateur technology skills and frequently barking dogs along with the hassles of staging appropriate backgrounds and putting on “work” clothes and makeup always […]
In January, I was talking to an always inspiring attorney about his 2019 business development success and his plans for 2020. When I asked him why he felt like 2019 had been so successful, he credited three things: being more intentional in his efforts, creating better habits and getting comfortable being uncomfortable. Since many attorneys […]
I love Maya Angelou. I know she has passed away, but the feeling doesn’t feel past tense to me. I love the sound of her voice, her ability to make the complex simple and her beautiful words. I often turn to her writing in times of stress, and a few days ago I listened to […]
“One size fits one” has been our mantra at Wicker Park Group since we formed our firm in 2007. And while we have never wavered in sharing that philosophy with our law firm clients, now it’s truer than ever. As we reach out to our clients, check in and offer to help in any small […]
Over the past few days, I’ve had many conversations with friends and colleagues about the coronavirus. Most of us are sharing information with one another and talking through how it might impact us in the coming weeks. Your clients are no different, and this is a good time to connect with them on a top-of-mind […]
Last year my stepdaughter took a class at her college’s January interim term called “Mindful Reading.” The class time and homework over the one-month minimester were dedicated to reading whatever books the students desired, discussing them and writing about them. That and a million other things about her college experience make me want to go […]
Our copyeditor, Thames, recently sent me an article written by Jessi Hempel that talks about the annual Edelman Trust Barometer. If you are unfamiliar with the barometer, it incorporates interviews of 34,000 people across 28 countries on whether they trust institutions “to do the right thing.” The survey focuses on four industries—NGOs, businesses, governments and […]
Happy New Year! Last week Nat challenged us to take action in 2020—to listen to clients in order to adapt servicing offerings and better understand their changing needs, preferences and pressures. As he points out, listening well requires skill, collaboration, an open mind, courage to ask the hard questions, a long-term view and time. That’s a […]
First and foremost, thank you. During the last dozen years, the partners of Wicker Park Group have had the great privilege of working with some of the finest, and kindest, people imaginable from law firm chairs to young professionals brand new to the industry. We have interviewed in person and by phone thousands of clients […]
Wicker Park Group periodically revisits some of our most popular blog posts. This article was originally posted in December 2018. While the holidays are filled with beautiful traditions and special moments, this time of year can feel dominated by the to-do lists, gifts and stress. Over the last several weeks, the topics of holiday stress, […]
We get to work with really smart and insightful attorneys, and while we are often hired to help teach them new skills and client insights, the reality is we learn a lot from them. I walk away with different perspectives and ideas from each interaction. One of my favorite attorneys is really trying to retool […]
This week I am being featured on a podcast called The Thought Leadership Project, hosted by Jay Harrington and Tom Nixon. As a point of reference, Harrington shared some interesting findings from a recent LinkedIn/Edelman study on thought leadership. The questions centered around what law firms must do to be thought leaders and how the […]
In last week’s blog post, Tara wrote about the outcomes of client feedback interviews and even shared recent recommendations we have made to our law firm clients after talking to their clients. We make those recommendations based on our experiences interviewing thousands of clients on behalf of firms. The themes in those actions map directly […]
During the last 12 years, we have conducted thousands of client feedback interviews. In preparing for those interviews, we talk to the relationship attorneys about, well, the relationship with the client. We ask about goals, successes, the people they work with and the teams that supports them. Inevitably, the conversation shifts to how we can […]
This is the third post in our 2019 Summer Reading Series. The first post, about driving client loyalty, can be found here. The second post, about improving meetings, can be found here. We’ve been talking a lot about the seven secrets to success and how to cultivate these skills in ourselves and in law firms. […]
As we constantly hear from clients, they aren’t looking for outside counsel with the greatest number of Chambers rankings or the most impressive resumes. Beyond baseline expectations like responsiveness and capabilities, clients want outside counsel who are enjoyable to work with and approach matters with a creative, problem-solving mentality. One way to encourage those attributes, […]
This is the second post in our 2019 Summer Reading Series. The first post, about driving client loyalty, can be found here. Gatherings. It’s what we do. In the past three weeks, I have hosted seven sets of houseguests in our home. Most are friends and their families arriving in the mountains of Western North […]
After 40+ years working with college students, accountants and lawyers. After a career collaborating with hundreds of clients, colleagues, co-workers and friends. After countless meetings and calls and committees and programs, I am retiring—mostly. Thank you. To my friends, mentors and colleagues for your encouragement and guidance, particularly at those times when I needed it […]
I am a big fan of podcasts. I love learning new things and being inspired, and podcasts often provide the added bonus of allowing me to multitask. I listen to them during travel downtime, in the car or on a run. Recently someone shared with me the podcast WorkLife by Adam Grant, and after listening […]
Wicker Park Group periodically revisits some of our most popular blog posts. This is the fourth in a series of posts updated from 2013. The qualities explored continue to resonate with what clients are telling us they desperately need from outside counsel. So far, we have written about Zest, Grit and Self Control, Gratitude and Optimism and Social […]
Wicker Park Group periodically revisits some of our most popular blog posts. This is the third in a series of posts updated from 2013. The qualities explored continue to resonate with what clients are telling us they desperately need from outside counsel. So far, we have written about Zest, Grit and Self Control as well as Gratitude and […]
Wicker Park Group periodically revisits some of our most popular blog posts. This is the second in a series of posts updated from 2013. The qualities explored continue to resonate with what clients are telling us they desperately need from outside counsel. Last week, we wrote about Zest, Grit and Self Control. The character traits we […]
Wicker Park Group periodically revisits some of our most popular blog posts. This is the first in a series of posts written in 2013, which we will repost in the coming weeks. The qualities explored in these posts resonate with what clients are telling us they desperately need from outside counsel. A fascinating article in The New York […]
We speak a lot about time in our industry—lack thereof, making the most of it, how we bill for it, how it is often at someone else’s discretion and the best (and worst) ways we spend it. Yet I see little evaluation of how we spend our time and what we might want to do […]
In recent conversations with newly minted law firm partners, I’ve noticed a sense of obligation to go forth, find a worthy organization and secure a “board” position. Many see their mentors and other senior lawyers in the firm serving on boards and view it as another box to check on the partnership career trajectory. Most […]
At two weeks into the New Year, some people are still diligently plugging away on resolutions to develop better habits, make healthier choices and cut through the “clutter” in their lives. And some have already given up on the effort. Some WPG team members, inspired by the new Netflix series, are Marie Kondo-ing their closets, […]
While the holidays are filled with beautiful traditions and special moments, this time of year can feel dominated by the to-do lists, gifts and stress. Over the last several weeks, the topics of holiday stress, wish lists and “managing it all” have become common discussions during our interviews or meetings with clients. We often ask […]
I have been in the legal industry for almost 20 years now: two decades of working with lawyers and law firms trying to create change, inspire innovation, improve the client relationship and help lawyers deepen and grow their books of business. I’ve learned a great deal, including that change is hard for this industry and […]
Some people love attending industry conferences and events to network, get out of the office and learn something new. Others dread the scene entirely. But regardless of your attitude, conferences can be a rare opportunity to connect with clients, prospects and referral sources all in the same place. Follow these six tips to make the […]
Most lawyers tend to be good communicators. Either written or verbal, they thrive on words. After working with lawyers for over 20 years, one thing has stayed constant: In times of greatest strength and significant stress, lawyers find comfort in words. It is often what makes them excellent at their jobs, particularly the technical and […]
Last week, I had the pleasure of conducting a workshop at a law firm on how to moderate a panel. It’s an unusual topic but one that comes up over and over again at firms. Too often, partners and associates are tasked with speaking at industry conferences—as stand-alone presenters, on panels and leading panels. In […]
Current news almost always creeps into the conversations during client feedback interviews. And lately, we are hearing a lot from sophisticated clients about the growing focus on managed services and the increasing legal professional headcounts in the Big Four accounting firms. As you would expect, it’s the tax and M&A folks in companies that have […]
Wicker Park Group (WPG), a consultancy specializing in client feedback and business development strategy and training, is pleased to announce that Sanjiv N. “Sanju” Kripalani has joined the firm as a Partner based in Portland, Oregon. Mr. Kripalani, a former business transactions lawyer, applied his unique skill set to drive Lane Powell’s business development and client […]
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 […]
Whenever I attend a conference, tradeshow or social gathering with people I have yet to meet, I make it a point to try and add a few new friends or professional contacts to my network. Sound familiar? Yet it is not unusual for me to forget the name of a new acquaintance. I am often […]
We’ve been traveling to see our clients a lot this spring, and I’ve been averaging two cities a week for a few weeks now. Last week, I noticed a change. There were more families, more packs of unaccompanied young people wearing college party t-shirts, more suntans and more frustrated business travelers navigating around people stopping […]
We tend to end our interviews with a parting question. It’s usually something along the lines of, “Is there anything we haven’t asked or discussed that you would like to talk about and/or we should have asked?” Interestingly, the last three of four interviews I have held concluded with the same response: diversity. Maybe it […]
Building client loyalty—particularly in this legal environment—takes real effort. You need to design your clients’ experiences, and that must incorporate the voice of the client. This May 21-23, join Wicker Park Group in attending CXps 2018 (Client Experience in Professional Services) and learn how to design client experiences that succeed. Learn more and register here.
December is a busy month for most law firms. In addition to the holidays and hectic schedules, it is budget and collection season for most firms, and everyone at the firm is laser-focused on closing out the year. Tensions are high, hours are long and conversations can be uncomfortable. Lawyers are pressed daily to collect […]
Wicker Park Group will periodically revisit some of our most popular blog posts. This post, one of the most read in the first half of 2017, was originally posted in January. Howard Schultz recently announced he is stepping down from his role as CEO and Chair of Starbucks to focus on the company’s plans to build high-end […]
At WPG, we read a lot. In the spirit of back to school and reporting on “summer reading,” I share recommendations for two great books about the skills that clients we interview often describe as the traits distinguishing extraordinary from average legal service. Empathy, emotional intelligence, communication skills and the ability to cultivate relationships are essential […]
Firms today are missing out on work because they’re failing to invest in a hugely important client contact: the in-house legal operations professional. Building relationships with GCs and in-house counsel is very valuable, but it often fails to translate into more work if you’re not also communicating regularly with the director of legal operations team. […]
Interview With Rich Cohen, President and General Counsel Corporate Creations Corporate Creations is the third largest provider of registered agent and compliance services nationwide for Fortune 1000 companies, Global 2000 companies and private companies. It also provides registered agent services for many law firms and their clients. Corporate Creations is a privately held company. It […]
The following article, written by Susan Kostal, was posted June 1 as part of JD Supra’s Perspectives series. I’ve attended many panels where in-house counsel share their likes and dislikes, but in the last year the tone has changed. In-house attorneys are increasingly dissatisfied, they tell us, because they can’t have the kind of conversations they […]
I recently attended a Birmingham LMA panel discussion moderated by Wicker Park Group partner Laura Meherg entitled “Lateral Integration & How to Avoid a Six-Figure Mistake.” Lateral hiring is often viewed as the number-one growth strategy for law firms. Because most law firms plan to hire laterals, I felt it important to share some of […]
An IT lawyer recently made a striking observation to me. He works in the flat-screen TV industry and noted that a flat-screen TV from twenty years ago could cost $20,000 or more and lacked much of today’s technology. But every year, the technology has gotten better as the cost has declined. You can now buy […]
Howard Schultz recently announced he is stepping down from his role as CEO and Chair of Starbucks to focus on the company’s plans to build high-end coffee shops that charge as much as $12 per cup of coffee. That makes me think of the top end of the lawyer’s hourly billable rate. The $2,000 hour […]
Wicker Park Group recently had the opportunity to speak with Doug Luftman, the Chief Innovation Officer and General Counsel at Lecorpio. He shared insights on what GCs are looking for from outside counsel and how to develop and strengthen those relationships. Luftman said, “The most valuable thing is outside counsel being savvy about my business and having true […]
In the past month, I have moderated multiple in-house counsel panels (both in public forums and at private law firm retreats), interviewed more than a dozen in-house counsel and led client service workshops at law firms. In every instance, I was struck by the widening gap between what clients want from their outside counsel and […]
I recently had the opportunity to perform my civic duty as a juror. While the timing was inconvenient and the case not all that interesting, the experience provided a great perspective on the dramatic impact of strong communication and meeting facilitation skills. The case was relatively short, and there were only three witnesses called. The […]
Early in my law firm marketing career, I held an in-house position at a Pacific Northwest law firm of approximately 150 lawyers. I was asked to speak at the firm retreat. I shaped my presentation around the basics: Focus on relationships, distinguish yourself through client service and always be responsive. As I opened the floor […]
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 […]
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 […]
Unsurprisingly, no law firm has had the courage in recent weeks to say, “In light of the unjustified first-year associate salary increases, we are reducing first-year base compensation by $10,000 to better align our business with our clients’ ongoing economic reality and invest in our client relationships.” There is no value to your clients in […]
The massive uptick in how corporate legal departments and law firms are collecting data to make smarter decisions in any number of areas may very well disrupt the legal industry. But Big Data is not a replacement for Little Data: the voice of the individual client. From IBM’s ROSS and Watson to Mitratech’s March acquisition […]
Law firms love meetings. And in most law firms, meetings are ineffective because of broken structures, focus and outcomes. Let’s point out of the obvious: Firms ask individuals who are the busiest, the most critical to the firm’s success and often the most productive to attend too many meetings. Firms conduct a significant number of […]
The following was posted October 26 by Lindsay Griffiths on her blog, Zen and the Art of Legal Networking. Griffiths is the International Lawyers Network’s Director of Global Relationship Management. If you’re a regular reader of Zen, you’ll know that I love in-house counsel panels. During the recent Legal Marketing Association’s Technology Conference, we had one […]
In recent decades, many firms have embraced the transition of certain administrative and management duties such as pricing, project management and process improvement from the attorneys to professional staff. Yet there is continued reluctance to the hiring of client-facing business development (i.e. sales) staff. Why does this reluctance to sales support still exist? And how […]
Last summer, we shared a list of books that engaged us and encouraged us to rethink how we approach our work and personal lives. Adding to that list, these insightful books address everything from the power of optimism to the importance of decluttering your spaces. Check them out and let us know what you think: […]
Interview with Sarah Rosen, Associate Legal Counsel Union Square Hospitality Group Union Square Hospitality Group, founded by Danny Meyer, is the parent company to some of New York City’s most beloved restaurants, including Union Square Cafe, Gramercy Tavern, Blue Smoke and Shake Shack. The company also includes Union Square Events, a catering and events business, and […]
Interview with Joni Lee Gaudes, Vice President, General Counsel & Co-Head of Internal Control FCTI, Inc. FCTI, Inc. is a leading nationwide ATM network and service provider. Since 1993, it has deployed customized ATM solutions to America’s largest financial institutions, travel centers and retailers. The Los Angeles-based company is owned by Seven Bank, LTD and operates in […]
In law school, they don’t teach you to work in teams. In fact, most of the programs are designed to encourage competition with your classmates. However, when you enter the workplace and as your career evolves, some of your most important and interesting work will depend on your ability to provide excellent legal services as […]
Happy New Year! We hope you enjoyed quality time with family and friends over the holidays. It is hard to believe it is January 6, 2015. Where does the time go? Whether you are a New Year’s resolution kind of person or simply ready for a fresh beginning, we thought we would share a few […]
Interview with James Koutras, Senior Corporate Counsel & Secretary Cristal USA Inc. Cristal USA Inc. is a Hunt Valley, Maryland-based manufacturer of titanium dioxide. The company has operations in Illinois, Maryland and Ohio. The parent company, Cristal, operates on five continents and is one of the largest producers of titanium dioxide and a leading producer […]
Here at WPG, Thanksgiving is one of our favorite holidays. It allows for cherished time with friends and family. Most of us, at least in the United States, are able to slow down, take a few days away from the office and be grateful for our many blessings. We overindulge in home-cooked food, embrace family […]
Interview with Joe Benage, Vice President, Insurer and Employer Services Quest Diagnostics Quest Diagnostics provides crucial diagnostic information that supports and enhances decisions people make to improve patients’ health. The company offers a wide range of products and services that benefit patients, healthcare providers, pharmaceutical medical device companies, life insurance companies and employers. Q: In […]
At the LMA Southeastern Chapter conference in Nashville, Tennessee panelists shared best practices for strategic planning in law firms. While everyone agrees it’s critical for law firms to have a strategic plan, one panelist—the managing partner of a mid-size law firm—advises not to bother “creating one more nice notebook to put on the shelf” unless […]
We always appreciate a good book, especially when it is teaching us something valuable about how we live and work. Some of these books have challenged the way we view leadership and some have provided insights into teamwork and character, but all of them have left us wiser about how to foster strong work environments […]
Interview with Jim Hutcherson Chief Legal Officer/ VP Human Resources Bahnson, Inc. — An EMCOR Company Bahnson is one of the largest specialty engineering, manufacturing and mechanical contracting firms in the United States specializing in ultra-low freezers and environmental chambers. They provide infrastructure and construction management services to a variety of clients requiring the highest […]
Knowing that word of mouth referrals dominate attorney and law firm hiring decisions, Stinson Leonard Street decided to accelerate their understanding of the firm’s referability. Adding to their already robust client feedback efforts which include regular leadership visits, internal and third party conducted in-person and telephone client interviews, and a client advisory panel; the firm […]
In a fascinating article in The New York Times Magazine I read that several educators across various socioeconomic backgrounds are trying to measure and improve the character of their students. The idea is that by improving character, particularly “performance character,” the students will be better prepared to face the challenges of college and adulthood. Based on the […]
As we wrote in our previous post, we are exploring seven character traits of high achievers that also translate into great success for client relationship management and business development. In this post, we are covering zest, grit and self-control. ZestWhen we hear the term zest used within a professional context, a lot of us imagine […]