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Overland Park, KS  66223

Practice Your Brand

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CLIENT SOLUTIONS

SELECT® Newsletters 
Solve Branding Dilemma!  

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SELECT® Newsletters


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SELECT® Newsletters Solve Branding Dilemma!  

Attorney Greg Schlender knew he wanted a high-quality, full-color newsletter to send to his clients, prospects and referral sources, but until now the only affordable options were "canned" newsletters ... and he just did not like the idea of sending his clients and referral sources the same newsletter they might receive from someone else. He had developed the concept of "The Family Fortress" to describe the work he does for clients, but had never committed that concept to a graphic representation.  

When we spoke to him about SELECT® newsletters, he knew he'd found a match. Greg worked with our designer, Ruthie Osa, for a color palette and custom mast head to create a unique, "branded" solution (see left). As an added benefit, the new design also can be translated to an online presence through e-newsletters (click here for more info below) and a custom website!

Click here to request a FREE sample SELECT® newsletter.

To preview Greg Schlender's newsletter, send an e-mail request to info@estateplanningpartners.com.

 

PRACTICE
MANAGEMENT

Five Simple Rules
of Behavior

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SELECT® Newsletters

 

Personal Success Behaviors
FIVE SIMPLE RULES OF BEHAVIOR

Building a more profitable estate planning practice requires consistent, fundamental marketing and selling behaviors. Marketing and selling are like the harvest cycle. In order to reap bountiful harvests year after year, you must sow the right seeds, in the right fields, at the right time. Demonstrated consistently over time, these marketing and selling behaviors become habits. Here are five simple rules of behavior you can implement now to enjoy consistent and bountiful harvests in your estate planning practice.

Rule #1: You Are the "Product"
Remember: You are the "Product." Invest in yourself -- take care of your health, tend to developing your skills & knowledge. Match your personal and office appearance to meet the expectations of your ideal client. Most high-net-worth clients expect their legal advisor to dress conservatively. However, many successful business owners, farmers and ranchers may appreciate a rolled-up-sleeve approach -- and even mistrust someone sporting a suit-and-tie (especially on an on-site visit!). Accordingly, you should be in "uniform" every marketing and selling hour and day. What are these "marketing and selling" hours and days? You may identify them for your own practice, but remember that most people meet and do business between the hours of 9 a.m. and 5 p.m. Monday through Friday.

Rule #2: Turn Prospects Into Clients
Your primary activity must be staying in front of qualified prospects. Marketing brings them to your conference room, but selling finds solutions to their problem(s) and puts "bread in your jar." Do not allow yourself to become bogged-down with administrative, clerical, or marketing activities. Most of these tasks can be successfully delegated or outsourced. Design your practice such that you stay in front of qualified prospects.

Rule #3: Implement the Solution
Implementation must be your secondary activity. Examine your practice protocols to gain efficiencies in the implementation process -- look for opportunities to automate and delegate; compress the sales cycle with time-efficiencies to reduce "lag time" between the initial consultation and collection of the final payment; manage client expectations. Remember Rule #2. Stay in front of qualified prospects. Beware of spending too much time on implementation.

Rule #4: Cultivate Rain Clouds
Whenever you are not engaged in your primary and secondary activities (see #2 and #3 above), then you need to be in front of centers of influence that can send prospective clients to your conference room. Touch your centers of influence with newsletters. Additionally, serve as a resource for referral sources as well as for the media with valuable website content, updated monthly and delivered via e-news. Use the media, not to "advertise" to consumers, but to establish, nurture and reinforce your credibility in the marketplace. These efforts not only enhance your credibility, but also that of referral sources who send business to you.

Rule #5: Everything Else Can Wait
Focus the bulk of your time on Rules 1 through 4, and take the attitude that everything else can wait. Of course, there are administrative and clerical tasks that MUST be done, but if you maintain disciplined focus on these fundamental activities, you will find it much easier to delegate and outsource. 

One great way to stay focused is to outsource your marketing. IMS provides a full range of turn-key marketing solutions, including scripted Power Point workshops, ready-to-print brochures, plug-and-play marketing campaigns, websites with powerful content updated monthly, and a fully customized, turn-key newsletter program. We can even relieve your staff of the burdensome tasks of folding, labeling, sorting and mailing your newsletters!

Let us help you stay focused on those activities that build profitability in your practice. Call today to learn more: 1-877-352-2021.

 

MARKETING TIPS

Branding Your Practice ...
Practicing Your Brand!

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Newsletters from IMS


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Branding Your Practice ... Practicing Your Brand  
I recently was privileged to acquire a magnificent young sport horse. Bred for athleticism, endurance and style, Elijah is a “warm blood” who passed inspection as a colt and was admitted to the Oldenberg sport horse registry. Interestingly, even though Elijah’s impressive appearance and noble “presence” should be enough of a tip-off that he is a well-bred horse with tons of talent, there is more. The classic Oldenberg symbol is freeze-branded on his left hip, just above the stifle.

Why was it so important for Elijah to be branded when even the most inexperienced horse person could pick him out of a crowd? It’s there in the way he holds his head, the arch of his neck, the prance in his stride; the way he covers the length of the field in the blink of an eye. It would be impossible to mistake this magnificent animal for some back yard pasture puff.

We can learn a lot about the power of branding from that symbol on Eli’s hip.

What is a Brand?  
On the most superficial level, Eli’s “brand” is the mark frozen into the hair on his hip. Unlike the typical ranch brand, seared into the hide of a steer to mark ownership, Elijah’s brand is not a mere nameplate. The Oldenberg symbol is the mark of a true brand – it distinguishes Elijah as a very special horse. It is a visible representation of the unmistakable quality of his breeding.  

No, a brand is not a name, a catchy phrase, a design, or a jingle.

A Brand is Your Value Position in the Marketplace 

Let’s take the Oldenberg brand as an example – and in this case I am not referring to that symbol on Elijah’s hip, but to the brand it represents. How has the Oldenberg brand been built?

Without going into a long history of the registry, suffice to say that every horse admitted to the registry must first be properly bred, and THEN must be presented for inspection by qualified judges. Every youngster presented for inspection is given a score, and only those that score high enough are admitted to the registry and permitted to wear the brand. While there are no guarantees that a registered horse will become a Grand Prix jumper, buyers can be assured that a registered horse was carefully bred by people who sought to preserve certain qualities that, over time, have proven to produce extremely athletic, stylish, intelligent horses with heart.

All of that work is represented in a symbol no bigger than my hand on the hip of a giant horse.

Why Display the Brand?  
Communication establishes the brand, builds awareness and recognition, and thus both real and perceived value. Whenever someone sees that symbol on the hip of a magnificent horse in the dressage ring or on the event course, the brand’s value grows. Every time someone asks, “What is that mark on his hip?” – the brand’s value grows. Should I ever (God forbid!) choose to sell this splendid animal, he will fetch a higher price – and attract more willing buyers – because the market perceives value in association with that brand.

What We Can Learn  
When it comes to branding your law firm, take a few tips from Elijah:

  • Determine Your Market Position – Elijah was not bred to cut cattle nor to run the Kentucky Derby. He is a sport horse. If you want to compete in the hunter, jumper or dressage rings, Elijah’s your horse! Cowboys need not apply. You, too, must decide what market you choose to serve. While it’s true that some horses are “all-purpose,” serious competitors (aka persons of high net worth) do not search the globe for an “all purpose” horse. [And by the way, one can buy a good "all-purpose" horse for less than $5,000. For a well-trained Oldenberg like Elijah, you will have to add a zero ... let that be a lesson in the relationship between fees and a well-built brand!]

  • Build Your Brand – The Oldenberg registry has a clear vision of their mission, with established guidelines and standards for implementation. This brand has TRUE value, and is not just the result of some clever marketing hype. Your brand should be the same. For instance, if you choose to serve affluent business owners, take care that you have the expertise, the staff, and the systems to do so with excellence.

  • Communicate Your Message – That symbol on Elijah’s hip tells everyone he is special. It is a quick identifier. But it also builds the value of the brand by it’s repeated appearance within the target market – go to any A-circuit dressage show this weekend and count the number of horses with that symbol on their hip. And here’s a hint – look for the ones with the blue ribbons on their bridles! Build your own brand, then tell the world. I’m not suggesting you have it frozen onto your hip – but incorporating into your firm’s newsletter would be a great idea!

With SELECT® newsletters you can now customize your marketing communications to include your own firm branding. For more information on branding solutions, visit http://www.estateplanningpartners.com/select.htm or call us toll-free at 1-877-352-2021.

 

SERVICE SPOTLIGHT

E-Newsletters Expand Your Effectiveness!

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Electronic Newsletters

 

E-NEWSLETTERS eXPAND yOUR eFFECTIVENESS!
Did you know that IMS offers two versions of electronic newsletters? Both versions are fully customizable with your firm branding, professionally delivered as web-page type documents, tracked through a dedicated service, and suitable for use with professional advisors. 

We do not use, and do not recommend using Adobe Acrobat files for online newsletters -- they require too many "extra" steps for the user, they download slowly, they are not "instant open," cannot be tracked through an e-mail server, and even if they are stored on your website, search engine crawlers will not index them -- so they do not help your directory rankings the way a web-page style newsletter will. The key to search engine ranking is keyword-rich content, updated regularly -- which is exactly what these e-newsletters deliver when linked to your home page!

Here is a brief summary of the two versions:

Standard ENewsletter Service: $250 per month

(plus one-time initial set-up fee of $275)

 

Key Benefits: 

  1. Professional, web-page type e-mails sent through a dedicated service.

  2. Unlimited e-mails for one flat fee. 

  3. Also INCLUDED at NO EXTRA CHARGE: online hosting at a unique landing website, interactive features engage readers, subscribe & feedback forms help you build your list, indexed archives stored online for up to 12 months.

E-mail a web-page type message to your entire list monthly (unlimited names) for one flat fee. Each e-mail is delivered through a dedicated e-mail service, with a synopsis of your online articles and a hyperlink bringing readers to a unique "landing" website where your e-newsletter is hosted online. Also store up to 12 months of newsletter archives. Includes an interactive self-quiz, subscription and feedback forms. Can be seamlessly integrated with your current website or choose one of our pre-designed templates.

 

E-SELECT® Newsletters: $125 per month 
(plus one-time initial set-up fee of $149)

Available ONLY to SELECT© NEWSLETTER Subscribers

 

Key Benefits: 

  1. Enhance your direct-mail marketing with cost-effective e-mail to reinforce your message, and provide an additional "touch" every month!

  2. UP TO 499 Professional, web-page type e-mails sent through a dedicated service. 

  3. Build value in your firm's brand by incorporating your logo & color palette. 

  4. Also INCLUDED at NO EXTRA CHARGE: online hosting at a unique landing website, subscribe & feedback forms help you build your list, seamless integration with your home website.

Add E-SELECT® e-newsletters to your SELECT® Newsletter order for only $125 per month. Use the same mast head, color palette, and articles from your monthly SELECT Newsletter (including any custom articles you submitted) creating a truly PERSONAL electronic newsletter to TURBO-CHARGE your marketing!

One flat-fee for up to 498 emails monthly (additional names can be added for a nominal charge), includes your unique "landing" website where your e-newsletter is hosted online. Includes links back to your firm's website, and interactive subscribe and feedback forms.

 

Click here to send an email request for an ACTUAL SAMPLE of a client e-newsletter. 

 

COMPANY NEWS

IMS to Join Interactive Legal Systems (Wealth Transfer Planning) at Heckerling Institute 

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Estate Planning Partners listserv

IMS TO JOIN INTERACTIVE LEGAL SYSTEMS AT HECKERLING INSTITUTE
IMS will be joining InterActive Legal Systems (Wealth Transfer Planning) in a combined double-booth at the upcoming Heckerling Institute in January. The Institute has moved this year from its usual Miami Beach location to Orlando. We invite you to join us there, and be sure to drop by our booth ... we will have exciting news to unveil at that time! Watch the Estate Planning Partners listserv, and this newsletter, for details.

If you are not already a member of our online community, please take a moment to sign up for the Estate Planning Partners listserv: The only FREE online discussion forum dedicated to marketing and practice development strategies for the trusts and estates attorney. 

Listserv topics include:

  • Marketing the Estate Planning Practice

  • Practice Management

  • Software

  • Legal & Technical Aspects of Estate Planning

  • Industry Trends

Although membership is FREE, this is a moderated list and your subscription must be approved. Click here to submit your subscription application.

Toll-Free Phone: 1-877-352-2021• Fax: 1-877-352-2021 • Email: bsi@carolnet.com
 Integrity Marketing Solutions •  7111 W. 151st St., Ste 216 •  Overland Park, KS  66223

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