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Marketing: It’s Not All About You

Bigstock-Giving-and-Receiving-words-on-39123337-300x232The internet has transformed the buying process.

I was on a call this week with an SEO guy and we were having a conversation about online marketing strategy. We both said, almost at the same time, how we at times just hate to look at what others post on their social and blogs. We both saw the same problem: Most, if not all, of their content is all about THEM!

Your prospective customers are actively looking online for a solution to their problems. 85% of consumers are looking for businesses online. There are over 100 billion searches on Google per month. They are looking for someone who can take away their pain. 91% of the people say they find what they are looking for, and 3 out of 5 are doing the research from mobile devices or tablets.

So, what that means to you is that consumers are more educated about your services than ever before. If you look at this the right way, the meaning is clear: More marketing opportunities exist for you and your firm if you play your cards right!

What do I mean by playing your cards right? Well, give them what they want! Give them what they need from you – THE expert in the area. Make yourself the “Go-To Guy/Gal.” The way to do that is CONTENT. Content is King!

So, you have to look at your marketing content as if you were a publisher or author. That means you need to start writing about what you know, and how it is important to them. Ask yourself “What questions do my prospects always ask me time and time again,” and start writing about it. Give them the answer on your website, on your firm flyers and anything you hand out as promotional material. You need to give them valuable content, when they need it and where they need it.

What you can't do is make your marketing about YOU. Don't give them fact after fact about you. And don't give them fact after fact about the services you provide. Think of it in terms of a dinner party – Don’t be that guy going on and on about how wonderful he is.

If, instead, you can deliver your content by speaking to them and, more importantly, socializing with them through blogs and social media, people will look to you as the authority in your industry. And that is golden. If you want your marketing results to do something different, you have to do something different in your marketing. The web is dramatically influencing customer behavior and changing how your business connects with perspective clients and advisors online. The information available online today gives prospects the power they haven't had in the past. And it's predicted that this power will continue to grow. Because of this your web presence has to allow people to get to know you, connect with you and offer support and value. Making this difference is the new way of online marketing.

Roslyn Drotar, Implementation Coach at Lawyers With Purpose

Happy Mother’s Day

One of my favorite people to follow on Twitter and Facebook is Lisa Jo Baker. It's difficult for me to put into words how much my life has changed since having children and she nails it! She literally hits it spot on! Putting words together like brave, comfort, sleep deprived and mighty. Things you don't think of, not the ordinary words you use when you think of MOM (aka, lunch maker, dishwasher, cook, taxi driver, etc.).

My favorite is her piece entitled "I Am A Mom" …

I am a mom.

I can build a blanket fort, pry splinters out of fingers, and sharp words out of young hearts.

I have lost it, yelled it, fought it, cried it and apologized it all before 9am.

I have fingerpainted, caffeinated, and run out of explanations for a line of why questions that stretches around the living room, out the front door and around the block.

I have tripped on Legos, stepped on scooters, slept on bottom bunks, and strung yards of white, twinkling lights above the heads of two blonde brothers afraid of the dark and their bad dreams.

I have been woken up, shaken up, thrown up, loved up, and shut up. I have never quite, completely, ever given up.

Love sleeps in my bed. Curiosity eats at my table. Delight runs laps around my back yard. Exhaustion is a faithful friend. But so is grace.

I am a mom.

What I love about this the piece is I'm sure every mother can relate and use terms interchangeably that define who we are as a mother to our individual children. Words like Legos changed into Barbie. Or "blonde brothers" into "brunette sisters". But it captures the true essence that being a mother … is nothing short of extraordinary!

Have a blessed and restful Mother's Day!

Roslyn Drotar, Implementation Coach, Lawyers With Purpose

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Why Attorney ‘ s Hate Marketing

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While on implementation calls recently, there has been a common struggle lately with reaching out and connecting with professional advisors to schedule the recommended dose of Synergy Meetings. I've also heard a lot of lack of follow up for fear of “bugging them.” Or, "I call them, but they don't call back."

Then there are those who say if you FDS, they will come! The difference in the two mindsets is the way they view marketing and sales. Going out and marketing your practice – aka building your business – with Synergy Meetings is marketing. It's not sales. The common push back I hear when asking how many Synergy Meetings they've done, is they don't want to come across as “salesy” or they don't feel “professional.” Another commons response they tend to throw on the table is they don't have the time or they feel like they are bragging or boasting about themselves.

In an article published by Legal Marketing Reader, John Cunningham, offers 10 reasons why lawyers hate marketing. It's a great article that gives suggestions on changing your mindset.

One of the most important things to remember is the difference between marketing and selling. They are two very different things. Marketing is all that you do to get the phone to ring, to get the client to the table. It focuses on the clients needs and wants. Sales is converting and closing the deal, bringing money in. It focuses on the service you provide. Selling, in my opinion, is harder than marketing, especially when your selling the invisible. There's a big difference between these two concepts, both are important in your practice.

I find that when you start looking at your marketing from the place of being an advocate for the potential client, and how you can best serve them, it takes it to a place of joy, not frustration. Face your fear, give yourself a pep talk and keep up with your competition. If you look at your practice as a bullseye and all that you do circles the center, that center is your marketing. It's the core of your success. Not doing it isn't an option.

Roslyn Drotar – Implementation Coach, Lawyers With Purpose

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How To Get Butts In Seats … Consistently!

Bigstock-D-interior-scene-with-classic-16724816-300x257Join us for our Member Webinar Hosted by Dave Zumpano TODAY – March 18th at 3:00 EST and find out:

– When and How to Advertise Your Workshop
– Where and When to Place Your Advertisements
– How to Get Your Phone to Ring
– Creating a Message Your Market Will Hear
– How to use the RMS System to Fill Your Workshop
– Creating a Call to Action to Your Workshop During the Initial Call

To participate in this marketing conversation contact Marci Otts at motts@lawyerswithpurpose.com. We look forward to it!

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You Have To Work Your Plan

Bigstock-Dart-hitting-target-New-Year-31745273-300x257We are getting ready to close the books on 1Q 2013. So, looking into 2Q (that is less than 3 weeks away), where are you with your 2013 Marketing Plan?

If you aren't looking at your marketing plan and reviewing it weekly, your not developing your marketing. You need to work your strategies and review your written plan weekly to make sure everyone in your firm understands, with complete certainty, the direction of the company.

Your marketing plan should be a comprehensive and researched document which covers all essential aspects of taking your firm to the next level. When you created your plan, did you ask yourself the following questions:

– Where are we right now?
– Where do we want to be in a year?
– What opportunities exist?
– How will we get there?
– Who will do what and by when?
– How will we know we've arrived?

The next and very crucial step is to develop and work your plan! Don't just set all that brainstorming and creativity to ROI aside. Work it!

Your marketing plan is a living document for the marketing department and something they need to monitor REGULARLY. You have to monitor the progress of your plan and review it for it to work!

Review it weekly, prioritize the action steps, set clear deadlines and clear exceptions for success!

Roslyn Drotar – Implementation Coach, Lawyers With Purpose

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March Madness Is Heating Up!

Bigstock-Basketball-3203372-300x208I love it when March rolls around. You can guarantee great basketball, green beer and a month before taxes are due from last year’s profits. Also, my children (twins) celebrate their birthday each March. This year the Final Four is being hosted in Atlanta, Georgia, where I live. The energy of the city really ratchets up and it feels vibrant just to be in the buzz of it all.

There is a different kind of buzz in March for our Veterans who are receiving a pension with Aid and Attendance benefit — tax free income to help offset the high cost of medical care. To receive Improved Pension with either Housebound or Aid and Attendance, Veterans must meet financial criteria ensuring their income and assets are below certain limitations. Due to this, historically, the VA required an annual review of income, assets, and medical expenses to be filed no later than March 1st.

This year the VA decided to eliminate the formal review process and no longer requires beneficiaries of the pension to send in a review. Instead, the VA is cross-referencing reported income with the Internal Revenue Service (IRS) and Social Security databases. This sounds very efficient for the VA. However, it will create madness for Veterans who are receiving the pension when their benefits are terminated because they followed what they believed the VA to mean in their letters that an annual review is no longer necessary.

A claimant or beneficiary of the VA pension must still report, every year, the amount of out-of-pocket medical expenses he paid that was not reimbursed by any other source. Since the pension is awarded based on a reduction of income due to medical expenses, then the medical expenses must be reported. Otherwise, when the VA cross-checks income with the IRS and Social Security, it will appear the Veteran has too much income (because the medical expenses are not cross-referenced). It is up to the Veteran to ensure the VA receives verification of all medical expenses each year.

The deadline to submit medical expenses is no longer March 1st of each year. Instead, it is December 31st of the year after the medical expenses were incurred. Plenty of time to gather the information needed. Also, plenty of time for the Veteran to delay and forget to file them.

I foresee a March madness of a different kind beginning in 2014, the year after the VA eliminated the annual review, when Veterans’ benefits begin to be terminated for lack of proper notice of medical expenses. For lawyers who are practicing in this area, I recommend you make room on your calendar beginning in March 2014 for the calls you will receive asking for help to reinstate benefits. To be proactive, putting an advertisement in a local newspaper in February 2014 informing Veterans of your available assistance would likely prove to be fruitful. The client, who has come to rely on the monthly income, will be in distress and will need to know who can help.

For more information, or to become a member of Lawyers With Purpose, LLC, an organization with a mission of “Creating a world where people can protect what’s important to them and where client-centered lawyers can be valued for the peace of mind they help provide,” go to www.lawyerswithpurpose.com.

Victoria L. Collier, Certified Elder Law Attorney, Fellow of the National Academy of Elder Law Attorneys, Co-Founder, Lawyers with Purpose, LLC, and author of 47 Secret Veterans’ Benefits for Seniors…Benefits You Have Earned but Don’t Know About.

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The VA Reaches Out To Funeral Directors – Shouldn’t You?

Bigstock-Veterans-Day-4591292-300x205Would you like to enrich your relationship with funeral directors?

As estate planning and elder care attorneys, we are often called upon to provide our clients with guidance around planning for death. Veterans may have more options available to them than non-veterans. In addition to being buried with honors or placed into a national cemetery, there may be monetary benefits available to surviving family members.

The VA recognizes “Veterans and their families need compassion when they approach funeral directors for help.” (quote from Secretary of the VA Eric K. Shinseki). Thus, the VA has developed an entire website providing resources to funeral directors. The site, http://www.cem.va.gov/cem/funeraldirector.asp, can be very useful for the estate planning and elder care attorney as well.

Moreover, many funeral homes and their directors may not be aware of this new site. This is your opportunity to create or further develop your relationship with funeral directors. By bringing this information and the website to their attention, you are providing value to their business. It can also be used as an introduction to you and the services your firm provides.

What would be a simple process to develop this relationship and market to funeral directors?

First, draft a letter of introduction to the funeral director. Attach to your letter a screenshot of the website above. Inform the director that you will be calling in a week or two to schedule a face-to-face meeting to discuss how you may work together to help veterans in need of pre-planning or immediate funeral services.

Then, follow up with the phone call to schedule the appointment. At the end of the appointment, create a relationship action plan – where will you go from here? After thfe appointment, send a handwritten thank you note within three days of the meeting, noting something personal you learned about them. Most importantly, approximately 45-60 days later, review the relationship to determine if it is going anywhere.

Relationship marketing requires continued communication and contact, like any other successful relationship. Lawyers with Purpose has an entire Relationship Marketing System to make this process easy and natural for its members. The Veterans Administration has now provided you with a way to kick start the introduction!

Victoria L. Collier, CELA, Co-Founder Lawyers with Purpose, LLC, Author, 47 Secret Veterans’ Benefits For Seniors.

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Get Specific With Your Marketing Goals

Bigstock-Success-target-16975154-300x225When you set goals for your marketing, make them specific! So, instead of saying “I’m going to meet with 35 new clients a month” say “I’m going to meet with 2 new clients a day, for four days per week = 32 new clients.”

Then share your goal with everyone in your firm. Let your receptionist, legal assistant, funding coordinator, associate attorney (aka – everyone in the firm) know. And begin your planning path to success on how your going to get it done, one step at a time. Have our team help you meet your goals by keeping track of your progress. It helps keep the goal on track.

Another thing, have fun with it. Offer an incentive to your team to help you reach your goal. For example, give the person in the firm that gets the most people into your workshop a Starbucks or iTunes gift card. Maybe the person with the most by the end of the week gets "Free Lunch Friday!" You’d be surprised how much people want to help and it can be fun! Or another thing you can do is have a team member look through your database and pick up the phone and get your clients to opt into your newsletter to keep up with the latest and greatest in the estate planning arena to all your respective referral sources. Offer the team an incentive to come together as a group and get it done in a certain time frame and then maybe work a half day Friday once the task is complete.

Another example of specific goals would be “I’m going to schedule 1 hour on my calendar every Friday afternoon to post three times to my blog next week” rather than “I’m going to start blogging.” If you just throw your goals out there without being specific and without sharing them with people who will hold you accountable, they will more than likely never happen. Be S.M.A.R.T with your goals…ALWAYS. Don’t underestimate that! Attainable and specific goals have a better success rate.

When talking with our clients that have success with their marketing they typically pull their team together, share their S.M.A.R.T goals and then implement a plan of attack, thrive and succeed. They empower their team to hold them accountable, and help make things happen! Being specific and sharing helps make them do-able, they become more realistic with support and less overwhelming.

Roslyn Drotar

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Stories Make Your Marketing Sticky

Bigstock-Duct-Tape-40205836-300x200I started my day last Thursday with a phone call from Riverside School District that “despite the events in the area, schools were in session.” I dropped my 7th grader off at junior high. Then, when I dropping off my 4th grader, the Principle was outside the school personally letting everyone know the campus will be closed – no one except children allowed.

I came home, turned on the news to find out that 2 police officers were ambushed 15 miles from my home and a manhunt was taking place after a series of events beginning the day before. All day long the police activity was endless. Helicopters in the sky, five police cars at a time zooming down the streets and highways with sirens on, 20 officers with guns drawn at the local gas station. It was nerve racking and I went to sleep that night with a heavy heart for the victims and police officer families out there in the thick of it, feeling thankful and blessed that I was safe in my home with my husband and three boys sleeping under one roof.

There was a manhunt right in my backyard and I didn't let my kids out of the house from the time they got home from school that day until they had to go to school the next day.

It's times like these that you realize the little things that are important. I was upset with my oldest that morning for not doing his best in school the week before and it affecting his grades. What was important to me now, was to keep him safe.

My neighborhood will be completely shut down Wednesday from 9-2 to support the funeral for the fallen police officer. The services will be at our local church and the procession will pass in front of my house with an expected 10 thousand supporters, high security, his wife and two kids – ages 10 and 4.

Of all the things that go through your mind when something like this hits close to home, one that pops up for me is how relieved I am that my estate planning is in order. I know that if something happens to me, my children are taken care of. It take some of the worry away knowing I have appointed guardians and have specific instructions on how I want them cared for and influenced – complete with dangling carrots to encourage good decisions, good grades, their faith, college, etc, as they grow.

This is something you do for your clients everyday. Your selling peace of mind and that is powerful! And this story is one that I can use to get people to see the value of estate planning. One of the best ways you can get a point across is by storytelling. Stories have stickiness. Your clients know you've got the legal technical knowledge to accomplish their goals, but they also want to know your going to help them in a way that they relate. When they listen through stories, it's easer to convert, and maybe they'll tell their friends.

Marketing should touch people in a way they aren't expecting for it to really stick. And then those touches that you make should continue over and over again until they convert. That can be difficult today because there is so much going on with tv, magazines, social media, the internet, emails, etc., so yes, you've got to get their attention! But once you've got it, you've got to do something to make it stick! It's not always about interrupting people with big full page ads, its also what you do after you get their attention and the stories you share in your workshops that bring them back to you. Stories can be remarkable because people listen and connect, and they may even tell some friends – and that's what will make your marketing sticky.

Roslyn Drotar

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Follow Up … Every Time

Bigstock-Golf-Swing-Isolated-On-Black-1063196-300x266Did you know?

48% of sales people never follow up with a prospect
25% of sales people make a second contact and stop
12% of sales people only make three contacts and stop
10% of sales people make more than three contacts
2% of Sales are made on the second contact
5% of sales are made on the third contact
10% of sales are made on the fourth contact
80% of sales are made on the fifth to twelfth contact
(http://kellymarsh.org/follow-up-statistics/)

If your one of the 48% that never follow up the good news is you can only improve. However, according to the above statistics, it may be worse if you only follow up three to four times because now your spending additional time and money but still missing out on those 80% sales that are made between the 5th and 12th contact!

So, what can you do?

The best thing that you can do is make sure you have a systematic approach for your follow up. All of it. The follow up calls, the thank you cards, the direct mail, blogging, etc. If you have a workshop, make sure you include in your planning for the workshop exactly what your going to do for the follow up when your planning the event. For example, block out the next day for your assistant to make phone calls to those people that attended to ensure it gets done. Hands down it’s the most important thing you can do the day after a workshop. Use your Follow Up Focuser … always!

Your Relationship Review Meetings, Hardcopy Newsetter, E-Newsletters, community outreach, thank you cards, blogging and staying present in your social media should all be part of your program and should run turnkey. It will give you the additional traction and bring up those conversion numbers, time and money you've already invested.

Roslyn Drotar