19. Building Expert Status w/ Mike Whelan

https://strohmeyerlaw.typeform.com/to/yNnu98Qg#episode=xxxxx

Recent Episodes from Five Star Counsel Podcast

Spring Break! Plus, a Practical Guide to Come in Season 3...

The Five Star Counsel podcast is prepping for a little break while we wrap up season two and prepare for season three, which will focus on the practical implementation of building a modern, high-level legal firm.

As we dive into the day-to-day nuts and bolts, we'll share a range of tools and methods, from budget-friendly to more costly options. We recognize that every firm is different, so we'll provide non-prescriptive guidance and explore various approaches that can be adapted to your practice.

Stay tuned for the upcoming season, and let us know your specific concerns and interests by using the Typeform link below. See you in May!

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enApril 05, 2023

S2 E13. Answering Our Show's Big Question

Our show has tackled client service by framing it around one big question: "What would a firm created by the founders of Disney, Amazon, and Four Seasons look like?"

Today we try to summarize our Five Star Bootcamp by answering that question. Building a law firm requires starting with the business foundations of mission, vision, and values. The mission should be clear and consistent for both employees and clients. The values should guide the behavior of employees and drive the business forward.

We need to provide results as a lawyer, but also humanize those results with great service so that your firm can quickly recover from mistakes and build a strong brand.

Five star service isn't easy, but it will reward you, your employees, your clients, and ultimately, your firm's bottom line.

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enMarch 16, 2023

S2 E12. Recovering From Service Mistakes

How do you handle client-facing mistakes? As much as we try to avoid them, mistakes are inevitable, even for us perfectionist attorneys.

And because they are inevitable, attorneys need to have a plan for how to respond when they happen. My experience working at the Four Seasons provided a great framework for how to deal with mistakes, using "glitch reports" to document errors and review them with our staff at regular meetings.

There are three steps that attorneys should take when mistakes happen: apologize and take ownership of the mistake, empathize with the client by acknowledging how the mistake has affected them, and show how you will make it right.

It's important to not apologize, but also give clients a concrete plan for how you will correct the mistake and meet their needs.

I conclude the episode by repeating the magic phrase I learned at the hotel: "I'm sorry this happened, but there's nothing I can say right now that will undo what has happened. What can we do to make this better?"

By following these steps and showing genuine concern for their clients, attorneys can recover from mistakes and continue to provide excellent service.

Closing Exercise: Consider the last client-facing mistake you dealt with.

1. Magic Words: "There's nothing I can say that will undo what happened. What can I do now?

2. What options are there to fix things for your clients? What's in your toolkit? Should you reconsider your processes?

Find a PDF worksheet for each episode's exercise on the podcast page at https://strohmeyerlaw.libsyn.com/

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enFebruary 23, 2023

S2 E11. Making Service Improvements

There's a common misconception and fear we see in attorneys. Attorneys can fall prey to thinking that becasue they're well-paid and well-respected, they don't need to think about making their service better. Many risk-averse, pessimist, perfectionist attorneys simply fear the potential failure that comes with change and growth.

Neither of these is a good reason to avoid thinking about improvement. This episode, we discuss the ways you can approach gradual improvement, how to identify what needs to be improved, and how to get yourself started.

We'll even tell you how you can save a bundle in consulting fees!

Closing Exercise: Ask yourself, "What can we do better?"

What do you see out in the world that you've enjoyed? How can you implement or translate that to your own service?
When do you ask employees for improvement suggestions?
When do you ask clients for improvement suggestions?

Find a PDF worksheet for each episode's exercise on the podcast page at https://strohmeyerlaw.libsyn.com/

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enJanuary 20, 2023

S2 E10. Maintaining Your Service Consistency

Now that you have addressed your standards, and you've implemented processes that should lead to those standards being met, how do you make sure your firm is hitting your standards on an ongoing basis?

Standards won't do much for you if they're never being met. I'll walk through the ways you can think about consistency in your service, ways to measure and track consistent service, and even what do when someone is regularly missing the mark or if your standard is just too lofty to begin with.

You'll constantly be testing, measuring, and tweaking your service, with an aim to be as consistent as possible, and to deliver the same high standards, day in and day out.

Closing Exercise: How do you test yourself? We're setting up the secret shopper program.

What could be tested?
How often will you be testing?
What will you do to be sure that people know and execute?
Determine training and scoring methods.

Find a PDF worksheet for each episode's exercise on the podcast page at https://strohmeyerlaw.libsyn.com/

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enJanuary 11, 2023

S2 E9. Setting Your Delivery Standards

Now that we've discussed the components of our firm's service, it's time to think about how we measure successful service. Setting these standards not only helps you track that everything is happening correctly, but helps your employees know if they're doing a good job. Most importantly, it helps ensure a consistent and high-quality experience for your clients.

We'll discuss touchpoints - the places where you and your client actually interact - and how to start measuring there. We'll talk about what to do if you're not hitting your standards, and how to consider adjusting your standards as your business changes.

I'll get into some concrete examples that I use in my firm, but you'll really want to come up with your own standards that work for and support your firm's values, vision, and mission (see how it all comes back to those?).

Closing Exercise: What adjectives do you use to describe the delivery of your physical and technical components? Delivery is the adjectives and adverbs used to describe delivery. Let's think of three (I use "Clean, Fast, and Easy," but make these your own).

Now, how can we quantify the delivery so we can measure how it happens? Some examples:

How long does it take to respond to an email?
How long to get from initial meeting to draft documents?
How long to return a phone call?
How long to get an engagement letter out?

Find a PDF worksheet for each episode's exercise on the podcast page at https://strohmeyerlaw.libsyn.com/

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enJanuary 05, 2023

S2 E8. Your People: Hiring, Training, and Managing

We've built the pieces of the machine for great service, but now it's time to focus on the fuel - your employees. People are the most important thing in your business, and we can't skimp on it.

I break this episode down into two main parts: how to hire and how to train and manage.

The most crucial single point is in your hiring process - most law firms hire based on skillset, which, of course, is important, but technically skilled lawyers aren't that tough to find. You want someone who understands, shares, and demonstrates your firm's values right from the get-go. At the least, someone who can get there quickly and naturally.

You don't just want someone who you'd like to have a beer with - that's not a culture fit, that's just a person you like. I'll get into the kind of questions, both technical and personal, that will determine a quality hire.

Once you've got the right people, it's like a fleet of Rolls Royces. That's great, but even Rolls Royces need maintenance and tune-ups. This is where your training and management come in. How are they continuing to meet the firm's values and work toward the firm's mission? How you are managing them in a way that upholds the firm's values, works towards your vision, and keeps your employees - your firm's most valuable asset - happy, motivated, and fulfilled?

Closing Exercise: How do you know you've got the right people in your firm? How are you delivering the working experience for your employees, and how do you know that they can carry out the firm mission?

1. During your hiring process, what is one behavioral interview question that you can use to evaluate for this?

2. Status check: can your employees recite your Mission and Values?

3. Schedule weekly one on one meetings with your employees.

Find a PDF worksheet for each episode's exercise on the podcast page at https://strohmeyerlaw.libsyn.com/

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enDecember 13, 2022

Service Delivery in the New Experience Economy w/ Joe Pine

Have you progressed beyond the dark ages of stodgy, antiquated law practice? If you're listening to this show, I bet you have, but has your service delivery fully embraced the current experience economy? What does that even mean?

Our guest, Joe Pine, is here to explain. Joe is a distinguished author, speaker, and management advisor. We focus our talk largely around his influential book, The Experience Economy, and what that means for law firm owners.

As our economy has shifted from a simple commodity-based one to a much more refined experience-based economy, our offerings and service delivery must change. Joe explains the five tenets that should guide your offerings in the modern economy. You should be:

1. Robust
2. Cohesive
3. Personal
4. Engaging
5. Transformative

That final step, transformation, is crucial. You need to be defining the outcome of the experience and how you change your clients' situations.

Joe explains each step in detail, and gives examples of how you can employ each one in your firm.

Find Joe at https://strategichorizons.com/, on LinkedIn at https://www.linkedin.com/in/joepine/, or on Twitter at https://twitter.com/joepine.

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enDecember 06, 2022

S2 E7. Defining the Five Star Experience

Now that we've laid the groundwork for building great service, and talked about how to avoid pitfalls, we should really define the scale that we're grading service on. We are, after all, the Five Star Counsel Podcast! So what makes a "Five Star" experience?

I'll give some detailed examples of what goes into an exemplary, five star experience for a law firm, and even work backwards to talk about the ways firms earn less than great reviews. All of this is setting the stage for the next few episodes, where we'll dive deep into the service component of a law business, and get into the nitty-gritty of service delivery.

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enNovember 17, 2022

S2 E6. Avoiding Red Herrings

Before we dive deeper into what service is, let's take a look at what service ISN'T. I like to classify these distractions, marketing ploys, and wow-factor missteps as Red Herrings. This is something that you give to your client that doesn't actually move the needle for them.

Your law firm isn't a procurement agent, so don't buy stuff for clients that they didn't need as a part of your service.

The misconception we've got to address here is that great service means great gifts, or over the top moments of shock and surprise. Or that you have to wow a big client with fancy touches and palatial offices. It's just not true.

I'll walk through a handful of common red herrings that come up in the legal field, and differentiate service from marketing (marketing is okay too!) from flat-out wasted money and time.

Closing exercise: Examine your firm's red herrings and eliminate the things that aren't moving the needle for your clients or your bottom line.

Find a PDF worksheet for each episode's exercise on the podcast page at https://strohmeyerlaw.libsyn.com/

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