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I Have No Clue What She Does All Day

How many of you have truthfully cried out, “I have no idea what she does all day” about your Director of First Impressions as you juggle client appointments, synergy meetings, internal meetings, document reviews and “emergency” calls with your teenage kids while on summer break? I personally hear this no fewer than 20 times a week from entrepreneurs across the map.

Bigstock-beautiful-businesswoman-asleep-16933931Such unfortunate hallway comments are not meant to be a criticism or judgment about the employee. The intent is not to imply that the employer believes she/he is messing around on Facebook all day. The truth of the matter is that when a business owner has that feeling of “I don’t know what she does all day,” it is indicative of a business that is not operating with an organizational structure that relies on job descriptions with weekly tracking and accountability. It’s actually because the business owner is behind closed doors all day in back-to-back meetings, painfully aware of the insane schedule, with little hope of addressing a growling stomach, an overloaded inbox and pressing family obligations.

If you have that sinking feeling about any of your team members, chances are it is not the person but a training and communication matter. Fortunately, this is a very easy fix. And within 30 days you will know if it is actually a case of wrong person, wrong role and how to course-correct. Your CC & I coach can help you create a path and plan to review the employee’s job description, the CC & I suggested 90-Day Training Plan and how to track and measure for weekly effectiveness, all in one hour. Together, you will also conduct a communication analysis to compare each person on your team’s Kolbe, Strength Finder and Languages of Appreciation to determine how to establish consistent, effective communication to ensure you never have that sinking feeling again.

So, if you’ve found yourself saying, “I have no clue what she does all day,” contact ncatale@lawyerswithpurpose.com to schedule your LWP CC & I member call to support your communications efforts.

If you want to learn more about Lawyers With Purpose and what we have to offer, please join us in Phoenix October 20th – 22nd for our Asset Protection, Medicaid and VA Practice With Purpose Program.  Register today, seats fill up fast!

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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Does Your Car Have A Name?

The “Fact-Finder” in me was interested to learn that Nationwide Insurance surveyed more than 1,000 car owners last September and discovered that nearly 25% of us have named our cars.  In fact, women are significantly more likely to have a nickname for their cars than men (27% vs. 17%).

Bigstock-Cartoon-Car-4797277Next week my “Bessie” has an appointment with our mechanic for a going over.  She’s getting a new timing belt (ouch!), a change of transmission fluid, and I think he mentioned something about a 38 point check.  When I get my Bessie back, she will be thoroughly checked out.  I’ll find out from the experts if there is anything else that I need to be concerned about.

Did you know that LWP offers a similar service for you and your team? Our Implementation Coaches have a point-by-point checklist where we can “check you out” and identify holes in your processes, areas where you may want additional coaching, and even pinpoint potential problems you may not see coming.

Some of our members have asked for an overview of the training and support provided by the Implementation Coaching team. This can be found on the LWP member website, under the last tab – Implementation—in the Introduction folder. In fact, the entire Implementation tab has been reorganized to provide immediate and direct access to the tools needed to progress through the learning path.

Each Module has been set up to support the work that your Implementation Coach does with you and your team.  If you’ve not been on the website in a while, I hope you’ll make a point of checking out the reorganization and addition of new tools.

And please – let us know your thoughts!  We value your feedback.

If you are interested in attending our Practice With Purpose Program, register and reserve your spot today! This event always sells out and will teach you all you need to know to run an efficient and successful estate planning / elder law practice.  We look forward to seeing you in the room. 

Nedra, Catale – Coaching, Consulting & Implementation, Lawyers With Purpose

Mom

Marketing Lessons From Mom

You know how you become a parent and one day you hear those same words come out of your own mouth that you heard from your own parents when you were growing up?  There’s that moment of total shock when you realize that YOU’VE BECOME YOUR MOM!

One of my mom’s favorite sayings is “You never get a second chance to make a first impression.”

Only now, as an adult, do I totally understand what she meant.

MomAs an Implementation Coach, I am constantly coaching firms who, with the best of intentions, began a Relationship Management System, scheduling Synergy Meetings right and left.  Perhaps they made a great first impression.  They made a lot of promises, handed over a folder of materials, and … didn’t follow up.

Now, six months, a year, three years later the law firm must deal with a wounded relationship.  They must decide whether to attempt relationship CPR or chalk the relationship up as a DOA and move on. 

When the law firm is located in a smaller community, this situation is even more painful.  There are fewer potential synergy partners in a smaller pond to pick from and, in a smaller pond, word can spread quickly that your firm doesn’t live up to its promises.

What can a firm do to revitalize a failed relationship?

Step 1.  Determine the potential value of the relationship.  Long ago you met with this professional.  Were you impressed with their resources, business approach and openness to work with you? On a scale of 1-10 how did that first meeting – the Synergy meeting – end?  Was the failure to move the relationship forward the result of lack of follow-through by you and/or your team, or was the failure to thrive a result of lack of follow-through on the part of the other party?  If your take on the meeting scored fairly high and if the failure was a result of lack of attention on the part of you and/or your team, proceed to Step 2.

Step 2. Apologize.  It’s amazing to me what a heartfelt apology can accomplish! If you see the potential in the relationship, and regret your lack of follow-through, then say so, ask for a second chance, and promise to do it right this time.  Be ready to follow through – most people won’t give you a third chance.

Step 3.  Keep your promises.  Integrity is a matter of keeping your word, even to the point of never being late for an appointment and meeting deadlines.  Honor your word, and you and your firm will become known in your community as a firm with total integrity.

These are all things my mother taught me, but life has continued to teach me. And yes, I hope that I will pass them on down to my own children…even if I do find myself sounding just like my mom!

If you want to learn more about marketing for your estate planning / elder law practice, please join us for our Asset Protection, Medicaid & VA Practice With Purpose Program in Phoenix.  Click the link and register today!  This WILL sell out!

Nedrea Catale – Implementation Coach, Lawyers With Purpose

Snausage

What’s Your Snausage?

My dogs are great!  They’re beautiful, smart, loving and fairly obedient.  (OK, your dogs are all right, too.)  But my dogs are great!!

SnausageWhen Samantha was a puppy, her favorite treats were “Snausages.”  I haven’t seen them on the market in a while and we long ago moved on to other treats, but Snausages were a hard act to follow.   My younger daughter taught Sam to roll over for a Snausage and just taking the bag out of the panty would cause Sam to stop, drop and roll …. over and over and over without stopping until she was rewarded.

Sam’s love for Snausages prompted a philosophical family discussion that I still find fascinating.  The question is – “What is your Snausage?”

So picture this – me, literally stopping, dropping and rolling across the floor over and over again … for what?  My Snausage for a long time was my mom’s hot apricot cobbler with a scoop of Breyer’s Home-Made Vanilla ice cream on top.   But in recent years I’ve tried to stop making my life about food as a reward, and to focus on “feeding” my inner child, or should I say “dog,” in other ways.

I’ve discovered that the best rewards are not the ones I give myself, but the ones that are given to me from others.  And I’ve discovered that other people feel the same way.  So how can I give you a Snausage?

First, I need to discover what you really want and need, and then figure out how to give it to you.

As implementation coaches, we often suggest that teams review The 5 Languages of Appreciation by doctors Gary Chapman and Paul White.  Chapman and White have been incredibly generous to share their quiz on line, together with a brief interpretation of the results.   Have your team members take just a few minutes to go through the quiz, and share the results in a team meeting.  You’ll discover the best way to motivate and appreciate each member.

Then share this story, and just for fun … ask them what their “Snausage” is.

I’d love to hear from you!  Drop me a line at ncatale@lawyerswithpurpose.com with “Snausage” as the subject.  What’s your “Snausage?”

Nedra Catale – Coaching, Consulting & Implementation, Lawyers With Purpose

Italy

What Does That Mean?

A few years ago my younger daughter and I splurged and spent 12 days in Italy, a country I had long longed to visit.  The trip was utterly amazing and we managed fairly well despite the language barrier.  I guess I must look somewhat native because on two separate occasions Italians approached me for directions and I could only laugh helplessly and indicate that I didn’t speak Italian.

ItalyRecently, I’ve noticed advertising for some pretty spectacular audio travel translators and find myself wondering how having one of those high tech gizmos would have impacted our trip.

What would be even better is if we had been able to take and master a crash course in Italian! 

I was reminded of language differences some time back when preparing to launch an RMS process targeting nursing homes.   An attorney at another law firm was coaching me in how to set up our campaign.

We were role playing conversations and approaches and she ran a couple of phrases in nursing home lingo past me but it was as if she were speaking Italian. 

I stopped her and said, “Wait!  What does that mean?”

“Have you reviewed the nursing home RMS material on the website?” she asked me. 

“No, I meant to, but haven’t had time,” I replied.

Hmmmm …… What’s wrong with this picture?

A representative from a law firm positioning itself as expert in the area of Medicaid and VA is going to walk into a nursing home and introduce herself, but will be unable to understand or communicate in their language nor understand their priorities. 

Well, worse things have happened.  But the point is, the LWP website has hours of materials that can have you speaking “Italian” in no time.   You’ll get valuable insight from other professionals who have had incredible success in establishing relationships with nursing homes.  Spending the time to work through these materials will give you a true competitive edge from the moment you walk in the door.

What you say and how you present yourself in those first few minutes can mean the difference between being easily forgotten or positioning your practice for consideration as their “go-to” firm for VA and Medicaid apps.

So if your firm is considering a nursing home RMS process, I really hope you’ll brush up on your language skills first!  And practice, practice, practice before you knock on the door.

Nedra Catale – Implementation Coach, Lawyers With Purpose

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The Weight Of The World … Or Opportunity?

“The longer I live, the more I realize the impact of attitude on life. Attitude, to me, is more important than facts. It is more important than the past, the education, the money, than circumstances, than failure, than successes, than what other people think or say or do. It is more important than appearance, giftedness or skill. It will make or break a company… a church… a home. The remarkable thing is we have a choice everyday regarding the attitude we will embrace for that day. We cannot change our past… we cannot change the fact that people will act in a certain way. We cannot change the inevitable. The only thing we can do is play on the one string we have, and that is our attitude. I am convinced that life is 10% what happens to me and 90% of how I react to it. And so it is with you… we are in charge of our Attitudes.”Charles R. Swindoll

After being gone from my daily yoga practice for 1 week while in Chicago at the LWP Tri-Annual Retreat I eagerly returned to my 5:45 a.m. Monday morning practice, exhausted after getting on average of 5 hours of sleep a night. As I shuffled into the studio, squawking about how tired I was our teacher began our 102 degree practice with the above quote. Needless to say, my attitude shifted. Quickly, intensely.

The entire class was about how we perceive all the “stuff” that happens to us, day in and day out. It brought me immediately back to and thinking about the 40 national law firms that shut down their practices, team in tow, for 3 solid BUSINESS days, like they do Tri-Annually, to work ON their businesses and lives.

Bigstock-Close-up-of-human-hand-breakin-54368582We launch our retreats with personal shares of what has occurred in your practice since the last retreat, 4 months prior. The shares consisted of; losing team, moving offices (while losing team), personal illnesses, family illnesses, losing parents, employee embezzlement, and so on.   But the absolute magnificence was there wasn’t a trace of defeat or heaviness in that ballroom. Only recognition and appreciation for the opportunities that were waiting on the other side. Each and every firm truly embodied the attitude of “behind every breakdown is a breakthrough.”

The themes swirling through the room; we are lean and mean, were a team of interdependence versus codependency, less is more, intentional focus, short term suffering, eyes wide open. And firms were sharing they had their best quarter EVER…after going from a team of 7 to 3. Or, going on our 9th Client Services Coordinator, but that’s o.k., not tolerating anything but superstar status!

The honest, vulnerable sharing about life isn’t always about hugs & cookies but its what you choose to see when it feels like bread and water….for a blink of a moment. Until you can anchor yourself to what you know to be true. When they got over the tragedy of their worlds crashing down they anchored to the skills and tools they need to have a 2mm shift, and recourse. The Money Plan, job descriptions, time templates, whose doing what to reach goal, The Revenue focuser. They knew for those that were having to double up on roles, there were the Tri-Annual Retreat Focus Sessions waiting for them right outside the door on, Marketing, Client Services, What’s Happening Behind the Conference Room Doors, Medicaid and VA Qualification and Application, IPugs vs. LLCs, How to Plan With IRAs, Communication Skills, Power In Partnership, Annual Client Maintenance Program, How To Have An Empowered Team, Getting Financial Advisors To Do Their Homework, Client & Financial Advisory Boards, Becoming 360 – personal development coaching day, your future focuser…and so, so much more. All right at their fingertips. Like a strategically placed safety net. And the coolest part is that every single firm that shared their weight of the worlds/opportunities over the past four months did it all on their own. They hunkered down and regrouped. I have to admit, there was a small part of me that felt irrelevant. Off they go. 

What shows up in your world is solely based on your perspective of what is “happening” to you.  Do you see the challenges you face as a business owner (and human) like carrying the weight of the world or endless opportunities? It may sound “hokey” but there is no mistake that you open up any periodical, social media application and/or blog and there is a universal shift around “you manifest what you think.” You keep telling yourself that carrying the weight of the world “comes with the territory” you will continue to attract big monster cinder blocks of “troubles” to carry around versus “there is a lesson in this and I am grateful that I am open to discovering it. I need not only make the best of it but make the better of it. What do I need to do first?”  See the difference?

The Weight of the World…or opportunity?

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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What’s The Difference Between Coaching, Consulting & Implementation

In a nutshell, Coaching, Consulting & Implementation (CC&I) is the coach drawing information “out” while the consultant puts information “in” and the implementation unites everything into a systemized, bite-sized, one small step-at-a-time achievable path and plan.

  • Bigstock-Lane-in-meadow-and-deep-blue-s-38652739Coaching – Coaching is all about unlocking our members’ potential to maximize their own performance.  It is about guiding members to a place of self-directed learning rather than teaching. Power in Partnership™ is collaboration between the coach and an individual and/or team that support the achievement of extra-ordinary results. Coaching is about guiding members to set realistic, reachable and quantifiable goals that help a team move forward into action.  As coaches, we are companions who walk alongside our members through their explorative journey.
  • ConsultingConsultants analyze data and advise members of best practices to help them make the best possible choices. Consulting is about teaching and evaluating strategic plans to help members meet their “Money Plan” goals.  As consultants, we provide information-based expertise while showing you the “what,” “where,” “when,” “how” and “why” supported by tracking and measurement.
  • ImplementationImplementation focuses specifically on supporting members through teaching and the implementation of LWP Systems and Processes into their practices.  Implementation always anchors back to the LWP tools and demonstrates how the processes intertwine and support each other.   

Every journey begins with a destination in mind.  Whether your goal is to create an efficient and profitable practice, a purpose-driven practice that has a lasting impact on your community, or a saleable practice that leaves a legacy for your family, CC & I provides controlled growth, increases revenue and creates practice efficiency that helps reduce costs, improve operating margins and creates consistent cash flow.

Regardless of your destination, the CC & I program within Lawyers with Purpose provides members with a guide and a compass to assist with the journey.  Allowing lawyers to make a difference with a comprehensive approach of:

Be (Coaching) + Do (Consulting) + Have (Implementation) = A practice with purpose…a Lawyer with Purpose.

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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What LWP Tri-Annual Retreat Attendees Are Getting Today

Today is Day 3 of the Lawyers With Purpose Members Tri-Annual Retreat.  We have the priviledge of guest speaker Christine Kane speaking and we want to share with you a little sneak peek of her agenda for the day. 

Becoming-360-11x17-FINALIt actually shows very little of what's actually going to happen in the room.  Estate Planning Attorneys nationally, together with their teams talking about growing personally and professionally.  Transforming themselves and their team.  It's just a little peek of the agenda from 10-2:30 but they've all been together for almost 3 full days!  

  • Why do we set goals? Why don't we achieve them?  Limiting beliefs, etc.
  • Breaking limiting patterns
    • Aspiration (motivation/goal/dream)
    • Awareness
    • Action (mindset and energy included)
      • You can’t run away from yourself! 
  • What’s in the way of your goals?
  • Exercise
  • Set your goal – pick your number $ for the year or 3 years
    • Describe your environment – 3 words
    • Describe your time – 5 core activities you spend bulk of time doing
    • Doing things outside of what you’re being called to do costs energy
    • The more you start doing things you’re good at, the more money you’ll make (hiring people to take the chores off you)
  • Partner up, share your vision.
    • Name the vision
  • Camp Scarcity (fear): not enough, loss, competition, limits, well is dry, constriction/contraction, not deserving, hard, cold, alone, isolated, familiar, struggle, envy, martyr, victim, guilt, judgment, perfectionism, greed, lust, experiences deplete us
  • Planet Abundance: in the flow, effortless, ease, clarity, creative, innovative, community, collaboration, gratitude, love, appreciation, joy, happiness, presence, compassion
  • Worksheet prep (Becoming 360)
    • 10 areas of work and life, in terms of your dream
    • 5 core beliefs of the person you want to become
    • Rate truth – never, fairly, sometimes, always
    • Partner, share your 5 beliefs and rating
  • Create one affirmation statement for one of these beliefs
  • Create one action step that locks in the affirmation
  • Recurring thoughts, positive and negative
  • Write 5 beneficial recurring thoughts in journal
    • Rate truth – never, fairly, sometimes, always
  • Partner, share the beliefs and rating
  • Create one action step for these recurring thoughts
  • Worksheet
    • Fill in sections 1-2, “Becoming 360”
  • Daily activities (present)
  • WWOD – What Would Oprah Do? 
    • Are your daily activities in line with the vision you?  What can you offload?
  • Cross off anything on list that your vision self would no longer do
    • Start small if you need to, major drains
    • There is no recipe or formula, it’s your own experience
    • Protect your confidence, cross off anything negative
  • Partner up, share list and what’s going away
    • Create one action step for worksheet
    • Tell Me Later and Text Minder – apps for future reminders
    • Task Rabbit or Angie’s List to find help
  • Habits
  • Recurring patterns vs. activities
  • Partner; share new habit you will implement for next 90 days to bring this vision
    • Health & Energy
  • Holistic model, don’t compartmentalize – business and health are interrelated
  • 3-5 places in health (mental, mindset, physical, etc.) that are draining you
  • Action step: 1 thing you can do to begin process of healing what’s draining you.  Something do-able.  Set the intention to see what can open up – be open to miracles.
  • Partner, share your action.
    • Environment
    • What can you clean up?
  • Partner and share who you’ll have on your team
    • Products & Offers
  • What needs to change to get you to your income goal?
  • Books leading into program (create back-end first)
  • 3 things your vision self offers, and how they’re priced
  • Stand and partner, share
  • Free Time
  • Schedule your time
  • How often does your vision self take vacation?
  • What does free time look like?
  • Partner – current free time, one action step to boost it this year
    • Best Relationships
  • 5 common, important traits of the people your vision self most spends time with
  • 5 people you currently hang out with the most
  • How do these 5 people measure up to the 5 vision traits?  Do these people serve you?
  • Action step to build better, more supportive relationships

You don't want to miss Pheonix in October.  Block October 22nd – 24th on your calendar now and join in the conversation if you weren't able to make it this time.  I can't wait to hop on my implementation calls next week and hear what the members came up with for their firm Money Plan and Becoming 360!

Roslyn Drotar – Coaching, Consulting & Implementation, Lawyers With Purpose

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Start Where You Are

Sounds pretty obvious, doesn’t it? But how often do we really give ourselves that gift? How often do we stop and tell ourselves, wherever we’re headed, this is where we start? It means being willing to let go of the past. It means resisting the need to race ahead.  It means controlling the stories of why we can’t get started.

Bigstock-Athletes-At-The-Sprint-Start-L-58880123It may be creating a marketing plan when you only have $500 a month to realistically dedicate to the project. It may be finally firing that employee who “knows everything” when you don’t have the rehire in place. It may be making the unyielding commitment to hardwire five hours into your calendar for marketing when you have to answer the phones, draft trusts and greet clients who arrive 20 minutes early so they can tell you all about their grandbabies.

Sometimes the simplest truths are the most slippery. We convince ourselves that it “isn’t that bad” or that we might be “overreacting” or have “unrelenting standards.” These are all especially true if you lead with responsibility and/or harmony on the strength-finder assessment. But if we simply allow ourselves to start from where we are today, that is often more than enough.

Last week I was working with a firm, and the focus of our Coaching, Consulting & Implementation (CC&I) call was “getting the right people in the right roles.” They had just hired two new people within the past four weeks and had let go of a “lifer” employee. They were trying to train the two new hires for the role of “Legal Assistant,” i.e.  “please do it all and take the pain and pressure away.”  The attorney went into explaining about how the firm can't do Y until X and when A is up and running they can implement B. I listened intently to the mental download and then started with “I've got all that.  But we are here and let’s start from exactly where we are. Because in my experience, the have, do, be method never works out to your advantage. (When we have A, then we can do B so we can be the law firm I have always envisioned.) That's because I have never met a firm that woke up one day and all the missing pieces were finally in place (i.e., people, time and money). We’re going to take a different approach.”

The approach of starting where you are:  It allows you to originate from a clean slate so you can get to the root and cultivate a deeper understanding of what you need, right here, right now!  It gets to the heart of the matter – which eliminates all opportunities to create a bigger-than-necessary project. The approach of start where you are allows for one small step at a time. This may sound hokey, but this approach allows us to get down and dirty and take a look at our distractions – the things that tend to get between you and your optimal success.

We'll see you next week at the Members Tri Annual Retreat in Chicago and begin working on your next quarter Money Plan (and yes, we'll be starting right where you are).  In which areas of your practice do you need to start where you are?

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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Becoming 360 With Christine Kane of UpLevel You

We've had some phenominal ~ and passionate ~ conversations about the content we want to bring to the members at the retreat.  Meet Christine Kane of UpLevel You who will be sharing her "Becoming 360" on Day 3 of the members only Tri-Annual Retreat in Chicago – June 11-13th, just two weeks from now! What is "Becoming 360" you ask??? 

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 and a more compassionate (and passionate!) perspective on you, your life, your future, and how you want to design your success.

In Becoming 360.  You’ll dive deeper into your goals, your purpose and your WHY. 

You’ll understand and celebrate the real reason we set goals at all.

HINT:  It’s NOT about the achievement.  It’s about WHO WE BECOME as we get there.

The day will be devoted to that process of setting the goal, and then examining – through conversation, clarity work and training – the 10 areas of your life that drive (or drain) your energy, and who you must BECOME in order to reach and manifest the goals you set.

This is the path of the leader and the entrepreneur.  And it gives greater meaning and clarity to our work, our surroundings, our desires, and our relationships.

The LWP team can’t wait to do this work with you!  Safe travels and we'll be seeing you all in the Windy City! There are still just a few seats left so if you're interested in attending the Tri-Annual Retreat, pick up the phone and reach out to Angela (acrowther@lawywerswithpurpose.com) TODAY don't wait!

Roslyn Drotar, Coaching, Consulting & Implementation, Lawyers With Purpose