LAUNCHPAD CASE STUDY

ESTABLISHED LAW FIRM

Accelerator

* Each case study is based on a professional we have worked with. Names are changed for privacy.

Client’s HurdleE S TA B L I S H E D L AW F I R M *

Meet HenryE S TA B L I S H E D L AW F I R M

• Henry built his firm from the ground up, over 27 years of hard work, a lot of networking and maintaining the highest standards.

• He’s at an age when the thought of retirement doesn’t sound foreign; it sounds pretty good.

• Henry’s son, Rick, was completing his law degree when Henry reached out to us.

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Primary GoalsE S TA B L I S H E D L AW F I R M

• Henry’s clients were pleased with his firm’s work. Though that work didn’t come cheap, they paid it knowing they were in good hands with his team.

• What they didn’t know was how much dissent boiled inside of the firm’s office.

• Henry was the rainmaker; his state-wide connections ran deep.

• None of his junior attorneys were as good at rainmaking…or anything else.

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Primary HurdlesE S TA B L I S H E D L AW F I R M

• New client acquisition predictably stalled when Henry’s rainmaking increased the work load, including his.

• This often coincided with a junior partner suddenly leaving for a competing firm.

• Henry struggled with how to improve his team’s collaborative spirit, and sensed he was at least partly to blame.

• He hoped that Rick’s addition would help.

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Primary HurdlesE S TA B L I S H E D L AW F I R M

• Howver, Henry loves his work and wonders what he’ll do, once retired.

• He’s becoming aware that the firm needs a viable marketing strategy, fast, since Rick is better at the technical side of law. He can’t hope to replicate Henry’s rainmaking capability.

• The firm’s website was extremely dated, inward-facing, had broken links, and even featured a long-resigned partner.

Solution Strategy + B R E A K T H R O U G H TA C T I C S

FROur ProcessS YS T E M AT I C & A DA P T I V E

Systematic• We begin with a conversation to gain

clarity on goals, hurdles & timelines. • We implement assessments to facilitate

insights and determine next steps.• We bring the best, tested and proven tactics

to generate the fastest acceleration.• Regular feedback and refocus sessions.• Quarterly progress reports to confirm ROI.

Adaptive• Each person is unique, even though

common challenges are expected. • Therefore, we use personalized benchmarks

and “goal posts” to celebrate progress.• We closely monitor activities that support

sustained progress and acceleration.• We gently, but firmly, hold our client

accountable to their actions.

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FRClient OutcomesE S TA B L I S H E D L AW F I R M

• After talking with Henry over two meetings, we utilized a team assessment to discern each attorney’s entrepreneurial strengths, especially Henry’s.

• After studying the results, we met first with Henry to unpack our findings. The variance’s among his team were quite pronounced. Henry’s core entrepreneurial strengths were so high that it revealed why the turnover was also so high.

• Conducting the team read-back was fascinating and enlightening to the entire team. Another partner left soon after.

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FRClient OutcomesE S TA B L I S H E D L AW F I R M

• Based on the assessment and follow-up debrief meetings with everyone, we provided Henry with recommendations for what specific entrepreneurial traits to avoid hiring. This resulted in a dramatic and immediate reduction in conflict.

• In addition, our lead-generation tactics short-list gave Henry a clear path to follow once Rick passed the bar exam.

• Role clarity…and “letting go”…continued to reduce interoffice stress.

• Father and son are now optimized for transitioning leadership, smoothly.

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61% Decrease in Conflict

(over 2 months)

100% Clear Branding Strategy(executed over 9 months)

Our PhilosophyTHE TRUSTED ADVISOR’S IMPERATIVEFinancial Professionals are all that stands between the consumer and financial failure. Without a trusted advisor the average person will, in the words of Nick Murray, “fail out.” Because they don’t know what they don’t know, and their nervous system will get the best of them, they’ll make counterproductive choices.

THE TRUSTED ADVISOR’S KRYPTONITEThe problem for many Financial Professionals tracks with their clients: they don’t know what they don’t know, and their nervous system will get the best of them. This is what stands between them and career success. Without their own trusted advisor, the average professional will struggle. They’ll continue to do what they’ve done, while expecting different—and wildly better– results.

OUR IMPERATIVE & COMMITMENTThe role of the trusted financial professional can’t be overstated. You need to succeed—brilliantly—so you can serve your clients with integrity, consistency and candor. You need great systems to do that.

Contact Us.JOEL LUND

877.273.2031

joel@acceleratorlaunchpad.com

www.acceleratorlaunchpad.com

http://bit.ly/BookwithJoel.com

ACCELERATE YOUR SUCCESS