Service Minded

Debra Helwig on Marketing & Leadership in Professional Services

Doing Great Work Should Not Equal “Be Boring”

Posted by debrahelwig on November 2, 2009

Different_pencilA few months back, I read a post by Michelle Golden about the fact that a creative and edgy approach to business attracts clients.

She is sooooo right.

With startling regularity, I meet people who do really interesting things for a living. People like my chiropractor, who studied with the Maharishi Mahesh Yogi (yeah, the Beatles guru guy, that guy), or my neighbor who owns a balloon delivery business and leaves for work in a gorilla suit almost every Saturday. Or the gal who’s making a killing running a full-service day spa for dogs.

No matter what their line of work, these quirky, interesting people have one big thing in common. When I ask them, “Why did you choose THIS job,” almost all of them say, “I just couldn’t imagine doing something boring – like being an accountant, you know, or a lawyer.”

As if a professional services job is the most dull, lifeless, autonomic career in the entire universe.

Huh. I want to shout, “Buddy, you don’t know the accountants and lawyers I know!”

But maybe that’s the point.

Somewhere back in the mists of time, someone decided that accountants and lawyers shouldn’t present themselves to the world as quirky and interesting. I’m not sure who started the conspiracy. But whatever the cause, far too many firms succumbed (and STILL succumb) to the “me too” boring-itis of navy blue logos, bland Web sites, and marketing copy full of generic speak about “quality service”. For now, the professional services firms who choose to take a more personal, more creative approach to business are still the exception rather than the norm.

That shouldn’t be true. It doesn’t have to be true.

Social media gives you a seriously easy path to show a new, more personal way of doing business – one that’s a heck of a lot more fun. If you want to see how it can work, check out the people Michelle mentioned in her post: Valorem Law Group, MoFo, and Choate. And if Michelle’s list wasn’t enough to convince you, try these on for size:

Kelly Phillips Erb (TaxGirl) – Arguably one of the funniest and best tweeters in the legal profession, TaxGirl’s blog is also full of great repartee. Her site says it all: “Why Taxgirl? Because paying taxes is painful… but reading about them shouldn’t be.”

Steven Zelin – Tax accountant Steven Zelin isn’t just your average tax guy – he’s also The Singing CPA.

Jay Shepherd – Author of the top-rated Gruntled Employees blog and a witty tweeter, Jay’s work shows you that his firm definitely isn’t your run of the mill employment law firm.

Scott Heintzelman* – Scott’s Exuberant Accountant blog and his tweets put a face on “Servant Leadership” and provide a great introduction to him and to the values of his firm. Scott’s not zany – just real – and that’s an edge a lot of firms could use.

Paul Neiffer – On his FarmCPAToday blog, Paul talks to his clients in a personal way, in a language they understand. You won’t find a better example of a niche blog anywhere.

Stephen L. Snyder – This guy is a high powered litigator with major wins under his belt – and a massive sense of humor, as evidenced by his “Snyderman” videos. (Hat tip to Legal Blog Watch for introducing me to Snyderman.)

Notice – these are all high-quality professionals doing high quality work. Just like you. But they’re getting loads of attention (and business, by the way) from their commitment to showing the world not just what their firms can do, but who they are, why they are, and why it matters.

Not one of them is doing something you and your firm can’t do.

All it takes is the decision that being a professional services person doesn’t have to be cookie cutter. Or boring. It’s not a sin to show a little personality in your work – even if it does involve spreadsheets or legal briefs.

How can you and your firm show more creative spark?

Photo by Mommyof4Ruggies (license).
*In the interest of disclosure, Scott Heintzelman’s firm, McKonly & Asbury, is a member firm of my employer, IGAF Worldwide.


Posted in Accounting, Attitudes, Business Development, Law, Leadership, Marketing, Networking, Professional Services, Relationship Building, Uncategorized | Tagged: , , , , , , , , , , , | 3 Comments »

The Need for Speed

Posted by debrahelwig on September 29, 2009

speed demonWow, what a week this has been – and it’s only Tuesday.

My “Debra blew it” factor over the past few days has been a lot higher than normal.  I’ve missed some important stuff. Doing the octopus eight-arm dance of panic, I dialed in late to a super important conference call. I then followed up that bit of brilliance with a typo in an important email. Ai yi yi.

None of this is like me.  And it feels pretty crummy. But I take a tiny bit of comfort in the fact I’m not alone.  The number of blog posts I’ve seen about “mistakes” and “saying sorry” from super smart folks like Chris Brogan and Dianna Huff and the folks at Twitter has been growing by leaps and bounds.

What the heck is going on here?

It’s insidious. It’s ugly. It’s the need for speed.

The darkest downside of the “always on” Internet/Social Media revolution is that we can do stuff a whole lot faster than ever.  We can communicate in nanoseconds. Who needs a well crafted letter to express pleasure (or ire)?  We can tell people exactly what we think in 140 characters, faster than we can even dial a phone.

And because we CAN, we think we HAVE TO. And because we think we HAVE TO, we DO, and then people EXPECT US TO. It’s a vicious cycle.

What happens when we go too fast?

We do dumb stuff. Mistakes, mistakes, mistakes. Yes, they happen. But they happen a lot more when we’re playing whac-a-mole. A recent Stanford University research report showed that using multiple media tools at once resulted in “broad based incompetence…where people are worse at focusing their attention, worse at organizing information, and worse at quickly switching between tasks.” Yikes.

We are inadequately grateful. In the past, good manners taught us to respond to benefactors in a gracious way. No longer. Think about the number of times this week that you responded to the kindness of friends and colleagues with a hasty “gee thanks!” via email or Twitter – or didn’t respond at all, thinking you’d write a longer email when you had the time. The pressure of the clock is dumbing down our interactions; our days seem more fraught with crises and less full of graces.

We spill the beans.
Dianna Huff tells the story of a lawyer who lost a case because she was overheard talking about it on a cell phone in public. A snarky Facebook post or Tweet in the wrong place or at the wrong time can be a shot heard round the world.  If you’re moving too fast and not thinking hard enough about what you’re saying to whom, you can deep-six yourself as fast as you can type.

None of these things are on purpose. But expectations are high, and the economy is tight, and who can afford to say no to anything our clients or colleagues ask us to do?  So we cram our schedules overfull and assume that technology will help us get everything done in the right order.  We add more tools and pop-up reminders and leave messages for ourselves on our cell phones. We make a to do list to control our multiple to-do lists.

And none of it works.

Especially in professional services, where a single mistake can be the kiss of death. Auditors can’t screw up. Ever. Lawyers, blow it and your client lands in jail or a deal goes bad. Marketers, make a mistake in a firm’s brand campaign, and decades of client loyalty unravel.

Often, quicker just isn’t better.

I’ve done some serious thinking and research on this, and I think I’ve found a way to stop the madness. Leo Babauta of Zen Habits calls it single taskinggetting intentional.

This week, I’m going to take a diligent and critical look at who is making demands on my time. Who are the clients or supervisors who constantly send work in crisis mode? What are the triggers that ignite the firestorms in my workplace? How can I re-align people’s expectations? I plan to get real about urgent versus important versus habitual (we ask for it fast because we can, not because we need to), and prioritize accordingly.

I’m going to make space to do my work WELL, not just quickly.

Going against the public grain – shutting down the speed demons (both real and internal) who constantly up the ante – takes a lot of chutzpah. But making a considered effort to get off the fast track, concentrating on one thing at a time, and saying no to unreasonable demands may do more than aid my sanity. It may work wonders on my career. And I bet it could do yours some good as well.

Who wants to join me? What can you do to silence your inner speed demon?

Photo by nahkahousu (license).

Posted in Attitudes, Leadership, Relationship Building, service | Tagged: , , , , , , , , , | 6 Comments »

Lingo Bingo: Why Being a Good Interpreter Matters More than Your Technical Skills

Posted by debrahelwig on September 17, 2009

Lingo Want a wake-up-call about how to attract great clients? Have I got a story for you.

Last year, when my husband’s birthday rolled around, I casually asked about what he needed for his beloved woodworking hobby. “A stacked dado, probably,” he replied.

Oh, boy. Stacked day-dough. What the heck is that? Since I was being sneaky, I couldn’t ask. No problem. I’d go to a woodworking place and they’d know.

I started at the most exclusive woodworking specialty store in our area – upscale, smelling of lemon oil and cedar, full of expensive toys. Conversations about things I didn’t understand buzzed around me. Intimidated, I sidled up to the counter between two customers debating arcane aspects of rotary sanders and asked, “I need to buy a … stacked day-dough?” The clerk waved me over to a wall of – stuff. To an experienced eye, it was probably a cinch to see what I needed. But to me, it was a giant wall of metal pointy things. The clerk didn’t notice. The air in the room was definitely, “If you have to ask, you don’t belong here.” I left.

My next stop was a big box store. The orange one. The huge racks and displays were even more intimidating. But this time, the clerk made all the difference. My questioning, “Day-dough?” was met by a smile. “Ma’am, you have absolutely no understanding of what you’re asking for, do you?” he said. “NO,” I replied in relief.

So, for the next 10 or 15 minutes, this kind man asked questions. LOTS of questions that I did understand. What kind of work my husband did. How often he did it. Who he did it for. And at the same time, I got a kick-in-the-pants introduction to table saws and saw blades (including stacked dadoes). I bought what I needed. But – the much more important thing is – I felt great about it. I felt like this man cared about what my husband needed. He cared about making me look good. He cared about helping me learn something.

And, on B-Day, not only was my husband delighted with the gift, he was thrilled that I could talk to him about it. Hooray, me. Double hooray, big orange sales clerk! Big Box Orange immediately became my home improvement store.

And from that experience, I learned something that applies TIMES TEN in the professional services world: It’s not your skills that set you apart. It’s your ability – and desire – to listen and interpret.

Every industry is full of acronyms and insider-speak that are gibberish to folks on the outside — and accounting and law are worse than most. To a non-accountant, hearing phrases peppered with IRS, A&A, SALT, PCAOB, AICPA, IFRS, and the like sounds like little more than Jabberwocky.

And if they don’t understand in their own context what you’re doing, or why it’s valuable, they’ll go somewhere else.

It’s the same story as my quest for a stacked dado. Most of your potential clients aren’t sure what they need, and they definitely don’t know the ins and outs of how to get it done. Your value as a trusted advisor is greatest when you clearly explain what they need and why, in a language they can understand. A few folks will be impressed if you throw around acronym-laden insider speak, but most will just quietly take their business elsewhere.

At the end of the day, trust is worth more than talent. When you can meet a potential client where they are, understanding their needs and using their lingo to explain what you can do for them, you’re well on the way to a perfect meeting of the minds. And a highly fruitful client experience.

** For a fun (and scary long) list of accounting acronyms, visit http://www.all-acronyms.com/tag/accounting. For law, see http://www.all-acronyms.com/tag/legal.
Photo by zinjixmaggir (license).

Posted in Accounting, Attitudes, Business Development, Networking, Professional Services, Relationship Building, service | Tagged: , , , , , , , | 6 Comments »

A Rock Star Ain’t a Rock Star if the Backup Band Stinks

Posted by debrahelwig on August 20, 2009

rockstarLately, I’ve been having some medical issues. Never fun. Ick, in fact.

So you can imagine how tickled I was when I got a referral to one of the top doctors in the US in my needed specialty. Less than an hour’s drive from home, no less! I thought all my problems were solved. Great care from a brilliant physician, conveniently located. All would be well.

Unfortunately, no.

It’s true, Doctor X is fabulous. She’s brilliant. Top of her game. Amazing diagnostic skills, and even more, a compassionate beside manner. I love her, absolutely I do.

When I can get to her, that is. And there’s the problem.

Surrounding Doctor X is a vortex of apathy and bureaucratic red tape masquerading as an office staff.

It’s simple stuff, too. Things that just don’t happen in a well managed office. Things like:

When I go for an appointment, I sit in an exam room for three to four hours after my scheduled time, waiting to be seen. Inquiries are met with the response, “She’s worth the wait.”

An urgent call to request records is met with a flippant, “We don’t fax records. You have to wait until next Friday and we’ll mail them.” When I ask for other options, the clerk tells me, “I’m sorry, there are no other options.”

Emails sent to the doctor’s listed email address are not acknowledged nor is any response given.

Calls to speak with the nurse often result in a hold time of 30 to 45 minutes – before being put into voice mail. With no apology from the receptionist.

So far, I’ve put up with this insanity because the doctor IS a rock star. Genius in heels and a lab coat, with answers to a lot of my issues. But after my most recent (frustrating) visit, I’ve had just about enough and am starting to look for a new provider.

Because a rock star ain’t a rock star if the backup band stinks.

And there’s the lesson for all of us in professional services. Just like my medical practice has its rock star doctor, you’ve got rock stars in your firm. Truly brilliant minds with real answers for client questions and a passion for helping people.

But if your gatekeepers aren’t doing their jobs, you’re headed for trouble. Not as quickly as you would if your brilliant partners and staff weren’t so incredibly good at what they do. But eventually there will be a breaking point, where the pain of getting to the great provider is greater than the benefit derived from their counsel.

The brilliance of a few great minds simply isn’t enough to keep clients for the long haul.

The true differentiator of a great firm – the thing that keeps clients coming back again and again and referring over and over – is the honest care and sweat equity of a brilliant support staff for your geniuses. A great backup band for your rock stars, helping your clients get the information they need day after day.

With that in mind, how long has it been since you did a top-to-bottom diagnostic on your firm’s client support?

If it’s been a while, I strongly recommend you make a thorough evaluation of all the entry points into your firm. See how easy it is (or isn’t) for your clients to access the people they want to reach. Learn firsthand how happy, genuine, and willing your gatekeepers are to open the way for clients to get what they need.

If everyone in the firm performs brilliantly, from top to bottom, the firm can’t help but succeed.

But it’s up to you to make sure. BEFORE you lose clients who love your work, but hate getting the runaround.

Photo by Dude Crush (license).

Posted in Attitudes, Leadership, Professional Services, Relationship Building, service | Tagged: , , , , , , , , , , , | 2 Comments »

The Power of Space (or, Time to Stop Playing Whac-a-Mole)

Posted by debrahelwig on July 28, 2009

Wack a Mole photoThis past weekend, I got a great lesson in the power of space. And how space can affect your career (and sanity).

Last weekend was my husband’s 30th highschool reunion. And, since he had the civility to graduate in Daytona Beach, Florida, that meant a weekend at the beach. Without the kids. No pressure. No priorities.

Hooray, right? Sign me up!

Or so you’d think.

Instead, I started finding every excuse in the world not to go. The babysitter can’t handle the kids. The dog threw up. I have too much to do at the office. There are dishes and laundry and emails and OH MY GOD I haven’t blogged in 10 days and what about the Web site project and…

I was too overwhelmed to even consider time away.

I’m not unusual, either. Professional services folks everywhere are overburdened. A survey this summer by the Institute of Management Accountants found that “When asked what they need most to be effective leaders, most accountants [29%] said more time.”

I feel your pain. But here’s a truth for you: busy-ness begets busy-ness. And not all busy-ness is good.

Today, it’s easy for professional services work to become what I call a Cosmic Game of Whac-a-Mole. Remember the 1980s arcade game? You had a big mallet and a board full of holes in front of you. As the moles popped out of the holes, you hit them back down. And the faster you were, the faster they got. Never stopping, just hitting and hitting until the game was over.

Does your project list operate that way? How often do you get to work, sit down at your desk, and immediately get buried in mountains of email? Start with meetings at 8 a.m. and never make it to your desk? Take one client file off the pile only to have 10 more added to it? Is the pressure driving you crazy?

That was me. And if it’s you… survey responses aside, you don’t need more time. Or more staff.

You need space. A reflection zone.

I was lucky. When I started down my list of all the reasons I couldn’t take a weekend away, my husband told me to shut up, turned off my PC, and stuffed me in the car. And guess what? I came back energized – with thoughts about how to handle a crisis at the office, blog post ideas, and plans to kill a few projects, start a new one, and move others down the priority list.

Busy-ness begets busy-ness. Space begets sanity.

Even if you can’t find an entire weekend like I had, taking a few minutes daily to reflect can make a difference in your outlook.

Try this: schedule 10 minutes a day on your calendar as a “meeting”. Shut your door, or if you’re in a cubicle, find a private space. Turn off the PC, the iPhone, the BlackBerry, the cell phone. This is think time. Use these moments to ask yourself basic questions about your work, like:

• What are my most important projects right now? Why are they important? Do I really need to be doing all of them, or can I delegate or reprioritize some of them?
• What am I doing that is urgent but not important? How can I reduce or eliminate that kind of work?
• What are the top three things I want to accomplish today? This week? This month?
• What am I doing to engage other people right now, both for business and personal development? Do I like what I’m doing? Could I try something else?
• What meetings do I have this week? How can I reduce the meeting time? If I am meeting too much, is it my colleagues or is it me? And if it’s me, what am I avoiding?

You may not find answers, at least not at first. But making space to ask the questions every day can be transformative all on its own.

If you stop playing Whac-a-Mole – if you give yourself permission not to be busy every moment of the day – you’ll get more done. And you’ll be a lot saner, more effective, and just plain happier in the process.

Where can you create some space in your day?

Photo by jrubinic (license).

Posted in Accounting, Attitudes, Leadership, Networking, Professional Services, Relationship Building, Strategic Planning | Tagged: , , , , , , , , | 5 Comments »

Spreading Your Message: A Lesson from United Breaks Guitars

Posted by debrahelwig on July 9, 2009

presskit5_DavidCarrollI’m utterly fascinated by the latest buzz in marketing and social media circles — musician Dave Carroll and his saga United Breaks Guitars.

If you don’t know the tale, here it is in a nutshell:

United Airlines employees broke Dave’s guitar when he was flying through Chicago. It was clearly the airline’s fault, but even after nine months of jumping through hoops, United still refused to pay Dave’s claim.

Problems like Dave’s are actually a pretty common occurrence with airlines. Luggage gets lost; stuff gets broken. So why is the world paying attention to Dave’s story?

Because Dave wrote a song about it. A really good and funny song. And he posted it to YouTube.

As of this writing, the video has already been viewed over 800,000 times, and the hashtag #united on Twitter is buzzing with praise for the song and strong criticism for the airline. Ouch, United.

The social media pundits out there are shouting that this is proof of the power of Twitter, YouTube, Facebook, and the like. “New power to the people!” They shout.

Well, yes. Sort of.

Thanks to social media, sharing thoughts and ideas on any subject is much easier than it ever was before. But that’s not the only (or the most important) takeaway from the United Breaks Guitars story. The thing we need to remember from Dave Carroll’s success is actually a lot more basic:

Amazingly good content is easy to spread.

If Dave’s song had been boring, or if he’d just posted a tweet or two that said “United broke my guitar and won’t pay up,” I bet you dollars to doughnuts he wouldn’t have gotten very much traction for his message — no matter how many social media channels he employed.

After all, in social media, the downside of access is noise. There’s a lot more out there to see and to read than ever before. And just because you say something on Twitter or put a video on YouTube, it doesn’t mean that anyone is going to pay attention. Your message has to be both worth hearing and presented in a compelling way.

Getting the message out there is the easy part.  It’s expressing yourself amazingly well that’s difficult.

Dave Carroll figured out how to combine talent and channel to make his message stand out. Because social media exists, he captured a bigger audience for his story than he ever could have before. But the reason the story continues to spread is because he tells it so darn well.

How can you be like Dave? Consider all the ways you can improve your messages – and place them appropriately – to get them the attention they deserve.

Like the old Ella Fitzgerald (and later Fun Boy 3/Bananarama) song says:

“It ain’t what you do, it’s the way that you do it – and that’s what gets results.”

Photo: Dave Carroll Music

Posted in Attitudes, Business Development, Marketing, Relationship Building | Tagged: , , , , , , , | 1 Comment »

Swine Flu and Pandemic Panic: A Wake Up Call for Your Business Continuity Plan (And Five Steps to Get You Going)

Posted by debrahelwig on May 4, 2009

swineflu This past week’s outbreak of swine flu (H1N1 virus) has set the world afire. You can’t turn your head, in public or online, without tripping over someone talking about outbreaks and closings and the potential for disaster if this nasty little bug really takes off.

And though (thank goodness) the spread of the illness so far isn’t living up to its media hype, the fact that there’s a panic about it makes sense. Not just because many, many people might get sick, but because a true pandemic could cripple operations for every kind of business imaginable.

Including yours.

Many firms already know this. The tragedy of 9/11, the devastation of Hurricane Katrina, wildfires in California, SARS and more – all of these events sparked waves of business continuity planning throughout our industry.

BUT (and this is a big but) – it’s been a while since the last awfulness. How up to date is your plan? Does it cover all the new ways you’re doing business? What about your completely remote workforce, who might be put out of commission by storms in their area while all is perfect weatherwise at the headquarters location? What if everything is fine in your company, but the factory you’re set up to audit next week is shut down because half the staff has swine flu?

You might want to dust off that old plan (if you ever had one) and think through these eventualities.

And here’s a twist you might not have considered – what are your top clients‘ business contingency plans? If there’s a pandemic or a disaster, how are they going to continue operating, and how might it affect the way you work with them? That’s a level of detail most firms skip – but if you don’t take the steps to find out, you may find yourself in a world of hurt when crisis hits.

So, with that in mind, here are a few items you should take care of right away. This week. Now.

1. Identify your top 10 clients (could be less or many more, depending on the size of your firm and the relative value of the clients’ activity)
2. Contact those clients and ask them about their business continuity plans. Use the swine flu (H1N1) outbreak as the opportunity to begin dialogue.
3. If their plans are insufficient, direct them to resources to help them consider their position, both relative to you and to their suppliers and clients as well. A few resource options are below to give you a start.
4. Using the client’s plan (or lack of plan) as a guideline, build a strategy for how your firm would continue to provide them with service in the event of a disaster or emergency. Ensure that every member of the client service team, from partner to staff, is aware of the parameters of the plan and prepared to implement if necessary.
5. File the plans in an easily accessible place or place(s) – (not just on a PC – what if there is a power outage with no computer access?) and hope you never have to use them.

If you need help putting together a business continuity plan, check out the following links:

http://www.ready.gov/business/plan/index.html
http://www.ready.gov/business/plan/planning.html
http://www2.agilityrecovery.com/resources/events/2/Webinars
http://www.yourwindow.to/business-continuity/contents.htm
http://www.fema.gov/business/bc.shtm
http://www.nfpa.org/assets/files/pdf/nfpa1600.pdf
http://nonprofitrisk.org/tools/business-continuity/intro/1.htm
http://en.bcmpedia.org/wiki/Main_Page

And if you want to track or prepare specifically for swine flu, check out:

http://hbsp.ed10.net/r/GS4D/00YIN/RNJZBB/OHOZ2/D99V5/6C/h

http://www.cdc.gov/h1n1flu/index.htm
http://edition.cnn.com/2009/HEALTH/04/30/ep.swine.flu.questions.answers/index.html

Even if H1N1 swine flu doesn’t live up to the hype, there will be other emergencies. So get ready.

Being prepared for any eventuality is just smart business.

Photo by Archie McPhee Seattle (license).

Posted in Accounting, Leadership, Professional Services, Relationship Building, Strategic Planning | Tagged: , , , , , , | Leave a Comment »

The Past is Prologue

Posted by debrahelwig on April 23, 2009

grandmahandsIn my family, we’re lucky to have a matriarch – an honest-to-God “wise old woman” named Ruby. She’s 92 this year, with a razor sharp wit and a perspective on life few can match.

One year ago today, Ruby gripped my hand, looked me in the eyes, and said, “You mark my words. Start planting your victory garden now. There’s rough times coming. Just like back when. I can feel it.”

That startled me. What? Bad times? Not really! Really?

After all, in April of 2008, the perfect storm in the financial markets was months away from its apex. The Dow was still trading high. Job losses weren’t dominating the news. Gas prices were painful, but most of us were blissfully unaware that the problems in our economy were systemic or far-reaching.

Except Ruby, who had seen it all before.

She didn’t just warn us that day, either. She told us what to do about it. After all, she’d been through the Great Depression and knew exactly what to do to make the best of bad times. Step-by-step on that sunny Florida afternoon, she gave us a road map of how our family could manage if the worst did happen.

Of course, five months later, we saw just how right Ruby was. And because we’d benefited from her perspective, we were far more prepared for the downturn than we might have been.

Today, in April 2009, we’re all continuing to find our way through the “new economic reality,” and many professional services firms are struggling to figure out what to do next. Cut staff? Reduce benefits? Change service offerings? Cut niches? The tension across industries is palpable. Maybe it’s that way at your firm too.

But what if you had a “Ruby” in your corner? Someone who could tell you what steps to take, ideas to try, things that might work, things you might not have thought of on your own?

Here’s the great news: You probably already do.

As you and your firm plan a path through the current economic downturn, your first questions should be:

Who in our circle remembers what has gone before – who has their fingers on the pulse of history?

After all, this is not the world’s first economic downturn. In the USA alone, there have been eight recessions of varying magnitude in the past 80 years, four of them in the last 40.

Translate: Our country’s last four recessions happened during the working lifetime of people you know. And that period includes a major crisis in 1973 that lambasted every sector of the economy.

During those times, firms had to cut back, make changes in salaries and staff, and “get lean” to make it through, just like we’re doing now. How did they do it then? What mistakes did they make? What can you learn and adapt and apply that will make your firm’s journey through the crisis that much easier?

Someone you know may have the answers to those questions.

The help you need to be successful in the face of hard times literally may be sitting at the desk right next to yours. Or it may be just a phone call or email away. That voice of experience might be among your coworkers. Your firm’s retired partners. Clients. Family members. Friends. The possibilities are endless.

Rethink your connections. A valuable new (old) perspective may be easily within reach.

Photo by Jamelah (license)

Posted in Accounting, Attitudes, Leadership, Professional Services, Relationship Building, Strategic Planning | Tagged: , , , | 1 Comment »

Appearances: What Professional Services Can Learn from Susan Boyle

Posted by debrahelwig on April 16, 2009

susan-boylePretty much every media outlet I can think of, from mainstream news to Twitter and back again, is buzzing with the story of Susan Boyle. And rightfully so.

When Susan walked onto the set of Britain’s Got Talent this past Saturday, no one took her seriously. Not because she couldn’t sing – no one had even heard her yet. It was because she didn’t look like our modern concept of a singing sensation. She was silly and unlovely, and no one like that could possibly have talent, could they?

Then Susan opened her mouth and nailed I Dreamed a Dream from Les Miserables.

The audience went wild. Judge Piers Morgan called his “Yes” vote for her “The BIGGEST YES I have ever given anybody.” The overall sense from the audience was a giant “Where did THAT come from?”

The facts of the story – the intensity of the reaction – the viral-ness of Susan’s success – all these things should be doing more than putting a smile on your face. It should be giving you a wake-up call for your professional services career.

Really? Professional services? Me?

Oh, yes.

Because Susan Boyle is a fantastic example of the huge dichotomy between what we SAY and what we DO. Of the enormous contradictions when it comes to our gut reactions about looks and style and all sorts of other things that shouldn’t be important, but that matter – very much – in the day-to-day of our careers.

There are two lessons from Susan’s journey that you can apply immediately – and if you do, you have a huge opportunity to reach a very hungry potential client base and do truly great things.

Here’s lesson number one:

Your clients’ potential value cannot be measured solely by their appearance.

“Appearance” can mean a lot of things. On one level, I do mean personal appearance – how many tales have you heard over the years about the salesperson who turned away a customer because “he didn’t look like he could afford it,” only to have the guy whip out a roll of $100 bills and buy from someone else?

But personal appearance is only the first and most obvious point to consider. Your valuable potential client might have a tiny, unlovely office. Or a less-than-perfect Web site (or no Web site at all). Or a unappealing, “dirty job”-style line of business.

If you react from your gut instead of thinking it through, these kinds of “turn offs” can shut down a valuable relationship before it ever gets a chance to start.

Taking a moment to evaluate the possibilities behind the “appearances” could literally change everything. Intentionally turn off your preconceived ideas to clearly evaluate what their potential might be, and you might find a diamond in the rough who others have dismissed as not worth their time or effort.

Here’s the other half of the lesson – the contradiction – and it’s critical:

Like it or not, your appearance matters. In every situation, and in every medium where you connect with others on behalf of your firm.

I know I just said that you can’t allow appearances to muddy up your evaluation of a client’s worth. And the fact is, they shouldn’t be doing it to you either. But they are. Susan proves it. It’s a double standard, and it’s basic to human nature. So you have to make the first impression count.

A physical presentation that matches the tone of your firm is just part of the equation. You also need to consider the client you’re meeting, and what they might expect of you. A marketing director recently told me, “The client told me we got the work because we were the only firm who bothered to put on a tie for the meeting. We don’t wear ties at our office, but this was a buttoned up, old school company, so how hard was it to figure out that we should be a little more formal? No one else paid attention, and we got the work.”

There’s the key: pay attention.

Think about your Web site. Your proposal package. Your business cards and brochures and letterhead. Are they all in sync with one another and the best possible representation of your firm’s values and spirit?

Do they sing?

For better or worse, too many of us judge based on appearances. When we’re proved wrong, it is often an occasion for surprise and delight – but unlike Susan Boyle, lots of wonderful people and companies are never given the chance to get past an unfortunate first impression.

You can be the person who chooses to do things differently – and in so doing, you may change the trajectory of your business forever.

All you have to do is make your appearance count – and never put too much stock in anyone else’s.

Photo by Bert Kommerij (license)

Posted in Attitudes, Business Development, Leadership, Networking, Professional Services, Relationship Building | Tagged: , , , , , , , , | 2 Comments »

Too Much of a Good Thing

Posted by debrahelwig on April 13, 2009

beanies-tooDo you remember when Beanie Babies were all the rage?

About 15 years ago, these small, understuffed toys were THE thing to collect. They came in every conceivable shape and color. And everybody who was anybody was buying the darn things. Heck, I still have a Beanie flamingo sitting on my desk as I type this blog post!

Like with any collecting fad, though, some people went a little crazier over the Beanie calvacade than others. I remember this one friend of mine who had hundreds of Beanies. Hundreds. The chase and acquisition was thrilling for her.

But here’s the part people didn’t talk about back then: once she had them, she just shoved them in a corner and didn’t do anything with them – except dust them, move them, and have to hassle with them when she wanted to use the space they took up. Very quickly, they became a time drain and added no value to her life.

Too much of a good thing. And it became toxic.

Fast forward to today. We’re still a nation of collectors.  But now, the hottest rage in collections the world over isn’t a stuffed toy, or a game, or any kind of sports memorabilia.

It’s followers on Twitter.

(And friends on Facebook. And connections on LinkedIn. You get the idea.)

No doubt, I get excited when I see a new person is following me on Twitter. And I love finding new connections who teach me cool things, and who let me share my ideas and stories. If you’re online, I bet you do too.

But have you seen a message like this one?

“Just hit 9,999 followers. Help me get to 10,000!”

As if the number of followers mattered a lot more than who the followers were.

Ummmm, no.

Take this as a warning: the acquisition may be a rush, but following and being followed by thousands of people, regardless of their appropriateness for your network, may be just as toxic as a too-large Beanie collection. The white noise they’ll generate is just another version of the “heap of toys in the corner you have to move and dust” – a load dragging on you and preventing you from having fun or getting anything of substance accomplished.

Debbie Weil wrote a great post about this a little over a month ago titled Social Networking is Not Just a Numbers Game. Her advice?

It’s not how many; it’s what you do for your connections. Are you useful in some way? Are you providing value? If the answer is yes, and you create value over time, then you will be able to go back to your network and get something of value to you – whether it’s information or a sale.

So learn from my friend’s Beanies. Raw numbers matter not one whit.

Be selective, and Twitter, Facebook, and every other social media outpost can yield great things.

Stay consumed with your social media statistics, and you’ll probably find yourself suffocating under the electronic equivalent of a mountain of unloved toys.

Photo by Bianca Prime (license).

Posted in Attitudes, Business Development, Networking | Tagged: , , | 2 Comments »