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Five Essential Roles For A Successful Practice – Part Three

In our previous posts, [Part One] and [Part Two] we outlined the five essential roles of a successful business as that of the entrepreneur, the visionary, the transformer, the performer, and the leader.  We have already clarified that the entrepreneur identifies the value in the marketplace to be delivered and gets it delivered in a way that benefits the world, with his or her direct involvement (Level One entrepreneur) or without (Level Two entrepreneur).  The visionary, as a distinction, is someone who thinks about or plans future pursuits with imagination and wisdom and is able to envision how to create the value the entrepreneur identified. The transformer is the one who, with their own skills, knowledge and resources, transforms the idea that is identified and envisioned to benefit the world into a product or service that is deliverable.

Bigstock-Creative-sign-with-the-text---75543127The role of the performer continues and completes the process by utilizing their individual talent to excel at delivering to the recipient the intended benefit identified by the entrepreneur, envisioned by the visionary and created by the transformer.  Performers are critical to the success of the entrepreneur, visionary, and transformer.  Without them, the value that has been identified and created is not delivered to anyone who can benefit from it.  

When we think of a performer, we often think of an actor.  An individual actor performs and makes the consumer imagine the role that the performer is portraying.  The risk to performers, however, is that their role can be relegated to technology or commoditized.  An example is when a high-level actor in a theatrical play on Broadway becomes commoditized to an extent by a TV show that recreates the role in a studio, and with technical assistance that increases the volume (number/time of production) and, ultimately, reduces the skills needed (with special effects).  You can take this even further when you consider that some of the newer, most popular shows don’t even involve humans, but are cartoons that have largely eliminated the performer.

In a Lawyers with Purpose law firm, the individual performers are the differentiating factor because they create a user experience that cannot otherwise occur.  Think of some examples in your practice of peak performers.  You may be a peak performer; that is, an exceptional lawyer who uses your technical skills and abilities well.  In that role, you are serving as a performer by delivering the value identified (legal options) to the consumer.  Another example of a performer is your client service coordinator.  They manage the client from the initial call to your office, through the entire process until the work is done.  In your experience you can recall employees who are exceptional at this and others who were not – therein lies their level of “performer.”  Performers solidify the value created by the transformers and envisioned by the visionary and solve the need identified by the entrepreneur. Businesses need performers at every level, from client services to legal technical to drafting to relationship management with allied professionals. 

But be clear – performers are meant to interact with the ultimate beneficiary of the service or product.  At Lawyers with Purpose, we are very clear on the role of the performer, and we have even set the standards for performers to thrive.

So there you have it – four of the five essential roles to have a thriving, purposeful practice, which will enable success that will be the envy of many.  The distinction of the final role – that of leader, which will be discussed in our next and final post on this topic – will identity the potential exponential impact a leader can have on the first four roles.  

If you want to learn more about what it means to become a Lawyers With Purpose member, join our webinar "Having The Time To Have It All" on Thursday, July 23rd at 2 EST.  All you have to do is click here to reserve your spot today and we'll "see" you then!

David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center

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Five Essential Roles For A Successful Practice – Part Two

In our previous post (Five Essential Roles For A Successful Practice – Part One), we identified the five key roles that must be filled for your business to be successful: the entrepreneur, the visionary, the transformer, the performer and the leader.  We distinguished the differentiating factors between the entrepreneur and the visionary and clarified how they can be the same person, but need not be.  Today we will focus on the role of the transformer.  The transformer is the most essential role in creating a business that operates without you.

Bigstock-Creative-sign-with-the-text---75543127So what is a transformer?  As a successful Level Two entrepreneur, I can confidently say, it was not until I understood the role of the transformer that I was able to actually separate myself from the businesses I had created.  Even if you do not intend to achieve Level Two status, to succeed as a Level One entrepreneur, you will need a transformer.  The only distinction is the level of authority you ultimately give them.  For those who intend to create value beyond their individual capabilities, coming to know and identify transformers to whom you are willing to give authority is essential to reaching Level Two. 

The definition of a transformer is one who, with their own skills, knowledge and resources available, transforms an idea (vision) that benefits the world into a product or service that is deliverable.  So what are the essential elements of this role?  The first and most important is that transformers need no one else to perform the role.  As a distinction, they do need others to get the job done, but transformers, with their own skills, knowledge and resources, are able to take a vision or idea and make it real.  A transformer utilizes available resources, which can include other individuals, the Internet or any other source of information the transformer identifies as necessary to turn the vision into a reality. 

The other key distinction of transformers is this: What they create is deliverable, even though they typically are not responsible for delivering it.  To illustrate, many people have a vision or a “great idea.”  The world is full of people with great ideas.  The challenge is that there are skills required to take an idea and make it something that another individual is actually able to benefit from.  The art of being able to take that vision and turn it into a deliverable product or service is what transformers do!  Interestingly, transformers are not typically visionaries or entrepreneurs, and they do not need to identify that the idea is valuable in the marketplace.  They are just building the deliverable identified by the entrepreneur and guided by the vision of the visionary. Transformers make ideas real.

So how would you recognize a transformer in your organization?  In my experience, it’s simple.  If there is a challenge in your office and you need to “get it done,” whom do you go to?   Transformers are the ones who, when you go to them with your idea, you are able to step away and later find the idea implemented and delivered with minimal input.  Transformers can also apply their talent to various elements of the business with ease.   The level of transformer will dictate the reach of your ultimate success.  The essential need for transformers is resources; the more resources they have access to, the greater the impact.  Lawyers with Purpose has tremendous resources for the transformers in your law firm to help create products and services that can be delivered to clients easily and with tremendous value. In our next post we will discuss our final two roles, that of the performers and leaders.  

For more information on becoming a Lawyers With Purpose member consider joining our FREE webinar "Having The Time To Have It All" on Thursday, July 23rd at 2EST.  

In this one hour webinar, you will learn how all entrepreneurs have the same amount of time in the day and how they use it differently.

Here's just some of what you'll discover in this practice-transforming event…

  • How to effectively utilize your time to enroll your team to help as many people as you choose and profit from it too;
  • To work effectively with your team;
  • How to balance your work life and your personal life to ensure you are able to create the maximum amount of value in both; and
  • How to have sufficient time to market consistently which will ensure consistent cash flow and free up the time you're currently spending chasing dollars.

David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center

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Team Retreats Build Successful Businesses

I spent the first Wednesday – Friday of June in St. Louis with my entire law firm – nine of us in total. It was scary to think about shutting down the law firm for three days.  What about the prospective clients we would miss?  What about clients in crisis calling for immediate answers?  What about the expense for nine people to fly and stay in hotels?

Bigstock-TEAM-Word-collage-on-black-ba-13245533Quite the contrary!  It was and remains one of the best investments my firm makes three times a year.  Attending the Lawyers with Purpose Tri-Annual Practice Enhancement Retreat with my entire team allows us to get out of the office, learn substantive materials pertaining to each functional role, work on the business side of law and create collective goals. This retreat we specifically enjoyed the wholesale and retail marketing panels, learning how and when to hire a law office manager, how and why estate planning and elder care law firms could benefit by adding financial services, and how we maximize results by knowing our own value and having crucial conversations. 

But, do you want to know the real reason I love going to the Tri-Annual Practice Enhancement Retreats and taking my entire team?  When we return to the office, no one has piles of work to catch up on, because everyone was away together.  We are refreshed with new motivation and we don’t have the clutter that often prevents us from accomplishing our goals.  With clear minds, clear offices and a team in unison, you can easily achieve what just the week before seemed impossible.

Look for opportunities to get your team out of the office together!  They will return stronger than ever to support your mission.

If you aren't a Lawyers With Purpose Member and want to know more about joining our community and attending future retreats, consider joining our Having The Time To Have It All FREE Webinar on Thursday, July 23rd at 2:00 EST.  Simply click here to register!

Victoria L. Collier, Co-Founder, Lawyers with Purpose, LLC, www.LawyersWithPurpose.com; Certified Elder Law Attorney through the National Elder Law Foundation; Fellow of the National Academy of Elder Law Attorneys; Founder and  Managing  Attorney of The Elder & Disability Law Firm of Victoria L. Collier, PC, www.ElderLawGeorgia.com; Co-Founder of Veterans Advocates Group of America; entrepreneur; author; and nationally renowned presenter. 

 

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Do You Have Your Purpose Story Down?

Are you using the same dull biography to introduce your workshop, synergy meetings, and presentations and generally what you do and how you tell people. When they feel connected to you, they trust you more, and when they trust you more, they’re more inclined to hire you. Your Purpose Story will help you create the know, like and trust triad. 

999282_714033691941344_713111657_nWhat you will take away from “Master Your Purpose Story” Training on MONDAY, May 18th:

• The Ability to Instantly Connect with Any Audience, Anywhere, Anytime
• The Unstoppable Combination of Credibility and Vulnerability - The Trust Factor
• The Ability to Be Vulnerable with Any Audience Without Losing Credibility
• An step-by-step Structure to Create Your Purpose Story with Ease
• You'll Know Exactly Where to Insert Your Purpose Story in your Presentations
• Your Conversion Rates Will Increase as a Result of Mastering Your Purpose Story

If you’ve registered for the TAPER Specialty Program “How To Protect Your ‘Stuff’ In Three Easy Steps” on June 3rd OR are planning on attending Jeff Bellomo’s focus session on “Comparing The Three LWP Workshops” you’ll want to make sure to get this 90 minute session on your calendar (and show up!) as this is a vital piece of your homework to make your attendance at these Tri-Annual Practice Enhancement Retreat events effective for your practice.

The LIVE May 18th 90 Minute Training Workshop “Master Your Purpose Story” takes place on MAY 18TH at 4pm EST.  Members, to reserve your spot email Amanda at aross@lawyerswithpurpose.com. Seating is limited to the first 100 that register.  The registration link has also been posted to the LWP ListServ.

Sean Curran

Congratulations To Sean Curran, LWP Member Of The Month

What is the greatest success you've had since joining LWP?

My greatest success has been the compressed time frame of launching from scratch to a viable practice. When I was considering whether I was going to join, I remember Molly Hall telling me the range of what I could expect in revenues within a certain time frame if I followed the system. I have tried to do everything that Nedra, my implementation coach, told me to do – even when I really didn't want to do it and experienced success because of it. Everything is there to start a viable practice, develop into a mature firm and ultimately have the lifestyle you want. Even though I am still building, I have a clear vision of where I am going to be and I know LWP will take me there.    

Sean CurranWhat is your favorite LWP tool?

When I first started, I looked at the tools as separate and distinct from each other. I now look at them as elements of a single system because they all work together in a very tight process. That said, I love the Synergy meeting for client development; the Estate Planning Audit/Vision Clarifier for creating trust through understanding; and the Coaching to keep my practice on the right path. However, the most impactful tool has to be the asset protection analysis opinion letter. I have gotten financial advisors to refer clients based on the demystification of asset protection. Clients generally don't want to engage attorneys because they think they have to explain their situation which will result in expensive legal bills without adequate understanding of what we are doing with their stuff. This tool creates immense value to the client and the financial advisor because it is an immediate, no cost answer that gives them clear guidance and understanding. The first impression of you is that you have already solved a problem – it is the foundation of the value proposition.

How has being part of LWP impacted your team and your practice?

Beyond the systems, processes and resources (including the Live Listserv and Talk with Aaron relating to CCS) which have created a high confidence level and is the foundation of the growth of the firm, I have benefited greatly from other LWP members and their teams. I particularly want to thank Jeff Bellomo, and his team members Tammy, Liana, and Amber. From the time I attended one of Jeff's workshops as part of my evaluation before I joined to the numerous questions to him and his team which are promptly answered, Jeff and his team made me realize that I am part of a supportive organization that is there to help me realize success.

 

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How Are You Showing Up?

Do you know how you show up in the world? Most people don’t. Most hand out evaluations after they give a speech or presentation but most of the questions are canned and quite honestly useless, “On a scale of 1 to 10 please rate…”

What if you knew, really knew what people out in the crowd were seeing? And the real impact it is making on your practice.

Bigstock-Vintage-Typewriter-72875398I remember my first presentation at The National Network of Estate Planning Attorneys.  I thought it was a home run. I was on fire and the evaluations were off the charts. The room was packed.  So naturally they invited me back. In between the 6 months of the first presentation, and the 2nd one, I met one of the Co-founders of Ridge Associates at a local Entrepreneurial Society meeting in my town. I instantly enrolled in his Speakers School and the next presentation for NNEPA people were mobbing me in the hallways (including the owners) saying “What happened to you? You were not even close to the same person you were 6 months ago on stage…can you teach ALL of our leaders how to do what you just did?”

That night at dinner one of my closest buddies at NNEPA said to me, “I didn’t know how to articulate it after your May presentation but after seeing this 2nd presentation I have to tell you that your 1st presentation was painful to watch. But, the first 5 minutes of today’s presentation…. HOLY SMOKES….NNEPA wants you back for the Spring Collegium as a KEYNOTE SPEAKER! WHAT. DID. YOU. DO? - what did you do?  And can you show me how to do it too?!”

It wasn’t anything I did. I just showed up.

Trust me, get in the room. We don’t know when we will offer Speakers School again. We are fortunate enough to get Bob Gabor, my trainer, and it took a few years to get him booked. I don’t want you to wait a few years to get the single thing that I attribute ALL of my success too.  

I know, I know…YOU don’t need it. That’s what I thought about myself 14 years ago. But apparently the audiences I was speaking too thought differently.

I am personally excited to sit through Speakers School again, 14 years later. Click here to join me.  This will be the best investment you make in your practice in 2015. I cant wait to hear how your conversion number soar.

I want you sitting next to me.

Dave

P.S. Oh yeah…. 2 of my staff members will be sitting in THIS Speakers School WITH me. They want to get more workshops and presentations to our area power partners for my practice (nursing homes, adult daycare centers, etc.). Talk about a SURREAL moment. Your team is invited too but there are only 8 seats remaining so RESERVE your firm seats NOW.

 

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15-25 Initial Consults For Just Two Hours Of Your Time? YES!!

Filling your calendar each month with new initial consults shouldn’t be such a struggle.

In fact, when you know how to easily generate 15-25 initial appointments in just two hours of your time, you’ll never have to lose another wink of sleep worrying about where new business is coming from.

Bigstock-Football-Fan-Celebration-21038801You can just dip into your “toolkit” and make magic happen… on your own terms and on a budget that you feel comfortable with.

So how is it done?  SPEAKING!

We’re not talking about those generic, Chicken Dinner Estate Planning Workshops, either.  Chances are, you’ve tried them before–only to spend a ton of money with very little results.

Here at Lawyers With Purpose, we have a unique methodology for conducting workshops that have worked consistently for 35 years to “put butts in seats,” keep audience members engaged, and close the presentation in such a strategic way that listeners can’t help but rush the podium to schedule an appointment with you.

15-25 new initial appointments per workshop is just the average that our Lawyers With Purpose members experience.  And many are conducting more than one a month!

What would your life and practice look like if you started each month with 15 + initial appointments already on the books?

We’ve got 2 programs just for you!  Our Train the Trainer Speaker School AND “How To Protect Your Stuff in 3 Easy Steps” are where you learn how to make it happen

We are opening these two intensive workshops to just a handful of attendees happening during the week of June 1st in St. Louis, MO on a first come, first serve basis.

It doesn’t matter if you’ve never conducted a workshop before or if you’re an experienced speaker who just wants to “sharpen the saw” and boost results.  These two programs will teach you, among other things, how to:

  • Fill the room with only your ideal prospects
  • Engage your audience and hit deep emotional pain points with our training on platform perfection, value proposition and measuring the effectiveness of stories.
  • Speak to SELL by “seeding” your desired outcome, leading audience members down your unique funnel and closing in such a way that incites listeners to take immediate action.

Plus, attendees of the “How To Protect Your Stuff…” Specialty Workshop will leave with our ENTIRE “done-for-you” seminar package, including handouts, PowerPoint presentations, speaker notes, evaluations marketing materials, video & audio of the workshop and audio of stories to use in your presentation.

All you’ll have to do is pick a date and venue and you’ll be ready to host your first workshop as soon as you get home!

If you’re even remotely curious about either of these programs, don’t wait to go HERE now to get all of the details and registration information.  Spaces will go fast—we fill up each and every year.

REGISTER NOW

To your success,

Molly

P.S.  You do not have to attend the entire retreat to participate in Train The Trainers: Speaker School or the “How to Protect Your Stuff…” Specialty Program. Feel free to join us just for just these events, or stay for the entire week for the best experience and opportunity to grow your practice.   Register now: retreat.lawyerswithpurpose.com

 

 

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Train The Trainers: Speakers School

People are constantly writing LWP about what a phenomenal speaker Dave Zumpano is, “That guy you brought in to lead that presentation on IRAs was fantastic, I never attended a CLE event that kept me engaged and I actually felt like I had fun!!”

Bigstock-Speaker-at-Business-Conference-65279563This is not a “Dave” thing.

On the Practice with Purpose™ evaluations the speakers are rated a 10+++. This is not a Victoria, Susan or Jeff thing.

You’ve heard the saying “Some people have it, some don’t.” At LWP we believe “Some people have the formal training, some don’t.”

The Craft of Training is the ultimate train-the-trainer curriculum. Bob Gabor, Co-Founder of Ridge Associates has experience creating world-class facilitators for over 35 years. Bob has taught the Train the Trainers™ program for the LWP speakers and he’s back to do it again and kick off the June Tri-Annual Practice Enhancement Retreat with a Two Day Pre-Cursor Training.

Train the Trainers™ not only offers new trainers a fast ascent up the learning curve of training,  it’s also valuable for seasoned trainers who want to learn the secret to creating learning magic in the room.

What you’ll GET…

Learning Goals

The Craft of Training gives trainers the skills to enrich the quality and impact of learning. Participants will practice and get feedback in three performance-critical areas: platform skills, facilitation skills and process skills.

Platform Skills

  • Organizing and delivering presentations to teach content crisply
  • Dramatizing their message with effective body language
  • Preparing and presenting visual aids that drive home key points

Facilitation Skills

  • Making presentations interactive by drawing on participants’ expertise in a nonthreatening way
  • Listening skills to honor the questions and concerns voiced by participants
  • Leading demonstrations, skill practices, and activities to foster maximum skill development and application
  • Coaching to refine participants’ skills

Process Skills

  • Responding to questions with poise and persuasiveness
  • Debriefing to harvest learnings, forge applications, and demonstrate acceptance of participants’ experiences
  • Preventing resistance to create a positive climate for learning
  • Managing resistance to make the most of learning opportunities

AND……

  • Practice. Participants practice the skill that’s just been explained and demonstrated, using actual situations they face in a workshop setting.
  • Feedback. Each participant receives behavioral feedback from the trainer and peers, and each person will walk away with a personal video and a video coaching session.
  • Putting humor in your presentations
  • Learn how to "anchor" your message
  • How to engage your audience
  • Sequencing and transition in your presentation
  • From platform paralysis to platform perfection

What differentiates Ridge Associates in their Train the Trainers™ Program is the way they teach their training skills: participants will leave this program prepared and inspired to achieve more the very next day. With a suite of customization, reinforcement, and delivery methodology your training and speaking skills will differentiate you in your marketplace, every time.

Train the Trainers—A Speakers School is LIMITED to the FIRST 20 people so reserve your seat NOW as the program will SELL OUT. To register go to click here.

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

 

 

 

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Meet Me In St. Louis?

As a Lawyers with Purpose member law firm, I both dread and look forward to each Tri-Annual Practice Enhancement Retreat.  What I dread:  the time out of the office and the cost of travel for my entire team of nine.  What I look forward to:  time out of the office, working “on” my business instead of “in” my business, WITH my team. 

Bigstock-People-Social-Networking-an-Id-66058642Prior to LWP, I personally would attend practice development seminars and get all excited and ready to make a huge difference in my practice, only to return to the office and not have the support of the staff.  Now, we go together, get excited together and return to implement the plans together.  At each retreat we review our prior quarter’s goals, assess our accomplishments and set new goals. Because of each retreat, our law firm and team are stronger than ever. 

As an owner of Lawyers with Purpose, I always look forward to the Tri-Annual Practice Enhancement Retreat.  Why?  Because I see our members thriving and hear from them that each retreat has been better than the last.  I am confident that the retreat in June will exceed expectations! 

I am especially excited about the focus sessions that really introduce us to new opportunities of practice (Adding Insurance Services to your Law Practice), ways to dig deep, not wide, to enhance our law firm efficiency and increase revenues (Managing the Business of Law), and the WHY day where my entire team can explore what value they bring to the firm, to our clients and to themselves by defining the core values from which they naturally operate.  Quite honestly, there are so many excellent focus sessions it will be difficult to decide which one to attend. 

You will see what I mean when you review this exciting schedule.  Gather your team and join us in St. Louis!  You will be glad you did and your business will prosper. 

To reserve your spot now, click here and register today!  You can still qualify for our Early Bird Prize Drawing if you register before April 15th!  You don't want to miss this event, register and grab your seat now.

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004.  Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation, Author of 47 Secret Veterans Benefits for Seniors, Author of Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit, Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, Co-Founder of Lawyers for Wartime Veterans, Co-Founder of Veterans Advocate Group of America.    

 

 

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“Time” Is The Difference Between Surviving & Thriving

The thought of thriving is ideal, but most attorneys I work with are overwhelmed and are just surviving.  The reality is, as I discover their worlds, they're working long hours and weekends just to survive, just to keep their head above the water. Despite themselves, some are even thriving, but the personal cost is higher than they anticipated or want to pay.  Again, the lack of time seems to show up in each of their challenges. 

Bigstock-Zipper-Changing-Seasons-61958576That's why on Thursday March 12th at 4PM EST and then again at 7 PM EST I am hosting a one hour webinar entitled, Having the Time to Have it All – Three Time Strategies to Have a Practice with Purpose and Profit”. 

In this webinar I will prove you do have enough time.  The truth is, you're already doing it all, just in the wrong order.  I will show you how to get the right help from others so together you can get it all done with less time required of you. 

I will show you how I got my work-life balance back and how you CAN run a law practice that helps a lot of people, not at the expense of you, but rather with your skills being utilized effectively. 

What would it be worth if one hour could save you ten hours a week for the rest of your practice life? Imagine if in the time you have, you could help more people, without increasing the amount of time required of you? 

This is possible, but you must know and implement these three time strategies, so CLICK HERE TO REGISTER NOW for this one hour event to identify what all successful people use to  share their value and help more people in an organized manor.

I hope you can join us so you begin to thrive instead of just survive!

Here’s to making the time,

David J. Zumpano, CPA, Esq., Practicing Attorney just like you & Found of Estate Planning Law Center & Lawyers With Purpose