Service Minded

Debra Helwig on Marketing & Leadership in Professional Services

Archive for the ‘Business Development’ Category

The Star You Are (A Salute to Supercat)

Posted by debrahelwig on May 8, 2013

Such excitement at C2013-05-08_17-04-32_357 (1)asa Helwig!! Today is Graduation Day!

Pre-K graduation, that is.

The ceremony this morning was an exercise in bottled cuteness from start to finish – 45 tiny children flying one at a time onto a stage to be handed certificates as “most helpful,” “most musical,” “most curious,” and so on, all giving huge hugs to the teacher and big smiles to mommy and daddy out in the audience. One little boy was wearing a seersucker suit, complete with bow tie. Every little girl was wearing her Sunday best dress and pretty shoes – except, of course, MINE, who had insisted on wearing her pink cat costume (complete with pink-eared hoodie, pastel pink jeans, and tennis shoes). Since she refers to herself most often as “Supercat”, at first blush it had seemed like SUCH a good idea. Watching all the kids on stage, though, I found myself fighting a giant “mommy fail” feeling because she didn’t look like anyone else.

My child was fine. Deliriously ecstatic, in fact. She loved being a cat! She was extremely proud of being named “Most Cheerful” and loved every second of the attention from the teacher and the audience.

So why on earth did *I* have an uncontrollable urge to apologize for not dressing her in Sunday-go-to-meeting gear?  I actually did it, too.  I cornered the teacher before the ceremony, confessing, “I feel rotten for not getting with the program and dressing her up today.”

Fortunately, our teacher is a very smart lady. Her response was dead on: “She will have a lot more fun memories of being a cat today than she would of being trussed up in a dress she doesn’t particularly like.” SO TRUE!

So Supercat received her graduation certificate, and all was well.  Hurrah for Supercat!

But this feeling was still bugging me. Why did I have an urge to apologize? I sifted it down to this:  EXPECTATIONS.

There are certain cultural norms that come with a graduation. A cat suit is NOT among them. So when it was obvious that we were the ONLY ones in the class who did not meet that norm, I became fearful of standing out in a negative way. I got worried, EVEN THOUGH the outfit my child chose totally reflected her interests and her personality. Deep down, I was much more interested in “fitting in” than “letting her be herself”. My reaction was protective. Born of love and parental concern.

And completely unnecessary, unhelpful, and misguided.

Marketing guru Seth Godin wrote a piece this week applying this very idea to business, called “Remind You of Anything? Simple Typography for Non-professionals.” He was talking specifically about typography, but his thoughts apply to companies and entrepreneurs in general:

Norms exist. People have expectations about how people and businesses behave and look. If you divert from those norms and are different, you will stand out. Choose carefully where you amplify those “differences” so that they work for you instead of against you.

What does this have to do with work? A LOT, actually. Every single marketing director and business developer in professional services can learn something from Seth and my little Supercat (and my outsized reaction). The lesson comes when we assess where we fall on the EXPECTATIONS scale – when we know:

  • The general norms in our marketplace about how firms like ours should behave
  • What our firm’s culture really is (how do we interact with each other and our clients? What matters to us as a company? How do we show that to the world?)
  • How the key individuals that represent the firm behave when they’re out in public
  • Where the gaps lie between those cultural norms and how we really operate

If our reaction as marketers is to be protective – to serve as the guardian of a reputation based in cultural norms (where the firm is “a valued partner” and “high quality”, etc. etc.), without pointing out places where we are unique, we are playing it safe. Dangerously safe. If we’re focused on being “the best accounting firm” or “the best law firm” instead of “the best ‘us’, who happens to do great accounting or law”, the truth we tell will be culturally appropriate – AND BORING. If we work hard to make sure our firm fits with the “accepted notion” of the industry by using the same language and concepts to describe ourselves, we will at the very best look like A GOOD VERSION OF EVERYONE ELSE. Not compelling.

Yes, highlighting differences may turn off some potential clients. But telling the truth about the firm and its culture will also attract people who will be much more likely to stay, because they are a good fit.

Expectations are just a starting point, so we can see where we are different than the norm. Everything comes together (in family, in business – heck, in LIFE) when we allow our differences from the expected to shine.  That’s the only way anyone will ever know just how much of a star we are.

Go Supercat go!

Posted in Accounting, Attitudes, Business Development, Marketing, Professional Services, Relationship Building, Strategic Planning | Tagged: , , , , , , , , | 2 Comments »

Breaking the Deadline Deadlock

Posted by debrahelwig on April 26, 2013

NormanRockwellDeadlineYesterday, I was due to post on this blog.  I write here once a week.  If you’ve been reading for a while, you know that I fell away for a time, and I’m determined not to let that happen again. Dammit.

So THURSDAY IS THE DAY. Post day. Something goes up, no matter what.

Only this week, it didn’t.

I’d been *thinking* about what I wanted to write for an entire week.  I’ve watched some TEDx videos, done research, had some great conversations with a very smart friend (Brantley Moate, this means you!), and started reading a mindblowing book that I think (in a crazy weird way) can provide some important truths to the professional services industry. I scribbled and jotted and started the post about seventy bazillion and six times. I was so excited about my idea!

But dangit, the words were just eluding me.

A week of think-work and scribble-work and all I had to show for it on Thursday afternoon was a mountain of crumpled paper and a half-baked idea that I *hope* will transform itself into genius at some point in the very near future.

In the meantime, my anxiety was rising – and rising – and exploding.  IT’S TIME TO POST!  WHERE IS THE POST!! And even though I got a lot of other good work done yesterday, this blog was hanging over my head like the Sword of Damocles. WHAT DO I SAY?  I HAVE NOTHING TO SAY! OH MY GOD, WHAT DO I DO NOW??

I was very, very, very tempted to avoid posting again today. But that would turn into tomorrow. And tomorrow. And suddenly, it would be three weeks from now with no post.  NO NO NO NO NO.

As I was thinking (worrying, freaking out!) about what I should DO about this evil problem, two different ideas struck at one time:

First, I remembered the Saturday Evening Post cover above by Norman Rockwell.  The anecdote behind this 1938 cover, called “Artist Facing a Blank Canvas (Deadline)”, is that Rockwell had a painting in progress but it was not coming together – much like my half-baked post. Instead of trying to come up with a new “big idea” painting from scratch, he told the story of what was happening to him right then – it’s a deadline and I have no idea what to say! – and in so doing connected beautifully with his audience and created one of the most-oft-reproduced Post covers of his repertoire.

This whole story gives me tremendous relief.  This sort of STUCK happened to Norman Rockwell, for goodness’ sake.

And it tells me one thing: when the deadline arrives, say something.  Give ‘em what ya got.  It may not be genius. It may not be the thing you thought you wanted to say. But it will be connecting – which is the most important thing – and it will be good enough.

Next, my brain took this idea to a whole different level.

I opened my inbox at work, and I realized I’m STUCK in this exact same way with a number of my business development contacts.  A popup will come on my calendar that it’s time to reach out to a person I haven’t talked to in a while, but because I don’t have the perfect article to share or the best pithy thing in the world to say, I skip it “for now.” And another day. And another. And another.

This is silly. And wrongheaded.

Those folks would have been quite happy with just a quick “touch base” and a friendly hello; maybe an inquiry about what’s going on in their world and some fun pleasantries.  Not every conversation has to have depth and meaning. Sometimes it’s fine to connect – just to connect.

In both cases (work and the blog), it comes down to one basic truth – one that scares me a little bit, which is probably just evidence that it’s REALLY TRUE:

If we want to make a difference, if we want to grow (ourselves, our businesses, our relationships), we cannot wait for the timing or the words to be what we think is perfect.  Our warm feelings, our brilliant thoughts, the connections we make, all the possibility that we bring to our business and to the world – all of it is worth absolutely nothing if it stays inside our heads.

So, ready or not, this post is now in your hands (did I mention WHAT A RELIEF that is?!) – and I’m off to make some phone calls to those contacts I’ve been neglecting, which will also feel very, VERY good when it’s done.

Deadline deadlock? Broken. The STUCK?  Unstuck.  Go me!  Go world!

I’ll see you here next week.

Posted in Accounting, Attitudes, Business Development, Networking, Relationship Building, Writing | Tagged: , , , , | 4 Comments »

What Really Matters

Posted by debrahelwig on April 18, 2013

What MattersBoston.

Oh, Boston.

Ricin mailings to the Capitol.  And now West, Texas.

Closer to home, a tiny but mighty-for-good church in my community just burned to the ground. We’ve had six burglaries in my neighborhood in the past two weeks. My mother is back in the hospital.

Overwhelming.

And not just for me, for everyone.  People this week are battered by the outpouring of fear and sadness and high emotion surrounding these and a million other events negatively impacting the lives of people they care about.

The last time I was swamped with TOO-MUCH-FEELINGS and TOO-MUCH-BAD-STUFF, I wrote a post called Sometimes It Ain’t About You. The truths in that post still hold: when people are overwhelmed by bad stuff going on around them, you may have the most precisely targeted message in the world and it may fall on deaf ears.

But there’s another truth that has also shined through as this most recent series of heart-rending events has taken place:

When bad things are going on, people need to hear you say good things. Actively and on purpose. We need to be reminded that, as people, we can be knocked down, but it doesn’t have to be forever. We can help one another. We have gifts to share. We are worthwhile. This period of awful-ness is not eternal.

In the wake of the utter horror of the Boston Marathon, this beautiful commercial from Dove has exploded across Facebook and Twitter:


Yes, folks, this is marketing. This is intended to give you warm, fuzzy feelings about a brand so that you will buy their products. And yes, this same parent company (Unilever) also does some pretty sexploitative advertising for their Axe brand.

But you know what? Today, that doesn’t matter. Because this ad, this beautiful, wonderful ad, tells the truth. We are more beautiful than we think. Every single one of us.

When we are connecting with our clients this week, in the aftermath of Boston and West, Texas, after the exhausting finish of Tax Day and in the light of whatever personal crises we and they are managing, it’s critical that we learn from Dove’s example that positive messages resonate.

This week, especially, it’s time to cease and desist any of the standard “business development” activity we had on the calendar. Time to stop with the sales messages, the “look at us” pitch meetings, and MOST ESPECIALLY, now is the time to throw away any calls to action based on fear. (Don’t miss out! Last chance!  If you don’t do X you’ll be in trouble!)

We already have plenty of fear.

Instead, we need to find a reason to tell our clients how special they are. Remind them that, no matter what, we’re there to support them. That we ALL are more beautiful – and worthwhile, and full of possibility, and able to accomplish – than we think. Life is more beautiful than we think.

And that we will make it through whatever comes our way – together.

Photo by 350VT. License.

Posted in Accounting, Attitudes, Business Development, Marketing, Relationship Building | Tagged: , , , , , , , | 3 Comments »

Planting Seeds

Posted by debrahelwig on April 11, 2013

planting seedsYesterday, I did a “career day” presentation at my kids’ school about working as a Marketing Director – you know, a “stand up and talk with PowerPoint slides and video in the background” kind of deal.

I speak fairly often as part of my job, and my platform skills are pretty darn good, so I wasn’t particularly nervous about it.  Bring some props, show some video, it will be fun.  Right? Right?

Ummmm, well….I gotta tell ya – those fifth graders were the toughest house EVER.

Eye-rolling. Fidgeting. Looking-at-anyone-but-the-speaker. Yawning. And when I asked questions, you could practically see the kids diving under the tables to keep me from calling on them.

The longer I went, the sicker to my tummy I got. “You’re not reaching them,” my cynical brain whispered. “You’re making yourself look stupid. You’re wasting their time. You’re wasting YOUR time!” By the end, I was feeling pretty crumpled – chewed up and spit out in a vortex of pre-teen apathy. I packed my laptop case in a funk, pretty much determined I would never do anything like THAT again.

So, imagine my surprise when the guidance counselor who’d invited me walked up and said, “THAT was GREAT!”

Whaaaaat? How in the Sam Hades could that spectacular display of “I don’t care one bit about what you’re saying” be GOOD?

“They might not have looked like they were listening,” she said. “But they heard more than you think. And for a handful of them, you said some things that will really impact them later on. You wouldn’t know it now – but you planted seeds. It was perfect.”

HUH!

And this morning, when I took my kids to school, that very smart counselor was proved 100% right. A kid stopped me in the hall. One of the ones whose eyes were rolling the WORST during my speech.  Her eyes were bright and she was grinning as she said, “Hey! Thanks for coming yesterday – I thought you were awesome. I didn’t know all that stuff you do was out there. Pretty cool.”

So… Lack of immediate positive reaction does NOT necessarily equal failure?  Wow.

When I got to my office a little while later, I understood exactly why I had felt so bad yesterday – and why the counselor’s version of “success” seemed so strange. That’s because I turned on my computer, and my first actions were:

1.    Check my firm’s Twitter feed to see how many retweets and mentions we’ve had since yesterday
2.    Check Facebook to see who liked and shared my stuff
3.    Check my blog to see how many people have visited and who’s reading
4.    Check email to see who’s responded to notes I sent earlier

ALL of it an exercise in immediate gratification. Who likes me RIGHT NOW? What are they saying TODAY? Now, now, now, now, now!  Show me the return on my investment! This minute!

How utterly short sighted.

And here’s what else I realized: a lot of professional services firms are doing this.

When we come back from a seminar, we don’t wonder how many people might remember us months or even years down the road. We count business cards to see who spoke to us and provided a lead we can follow up on TODAY.

When we post articles, we don’t think about someone stumbling across the piece in a Google search six months from now.  We want to know who read them right away so we can contact them immediately for “warming up” in our leads pipeline.

We don’t think about who might look at a year’s worth of our Facebook feed, or three weeks worth of Twitter, to get a sense of our company culture. We think about who we snared with THIS post, RIGHT NOW.

ROI, ROI, ROI – Google Analytics, multivariate testing, analysis, monitoring – all designed to tell us how our stuff is performing in the moment.  And sure, that’s important.

But maybe we shouldn’t forget that every time we put ourselves out there, every time we share good ideas and information and part of ourselves with the world, there is a strong possibility it will make a difference somewhere down the road (maybe far down the road).  And that’s true even if the reaction is muted or nonexistent at first.

You never know whose mind and heart you will touch – or how, or when.

So as we go to work each day, doing the business of business development, of course we should all keep an eye on the now – but perhaps we need to focus more clearly on taking every opportunity to share what we know, wherever we can, whenever we can.

Because the real work we’re doing is planting seeds – and we don’t control when they bloom.

Photo by London Permaculture. License.

Posted in Accounting, Attitudes, Business Development, Marketing, Networking, Professional Services, Relationship Building | Tagged: , , , , , , , | 7 Comments »

Size ‘Em Up

Posted by debrahelwig on March 25, 2013

platesIn the grand cosmology of chores at Casa Helwig, I am the goddess of dishwasher-emptying.

Luckily, I don’t mind. As far as I’m concerned, putting clean things away is infinitely more fun than scrubbing hours-old peanut butter and jelly off the inside of lunch containers. It’s a simple, mindless task that gives me brain space to develop writing ideas and plan upcoming work.

That is, until I get to THE PLATES.

Not just any plates. Not the good old china ones with the ivy on them, that we got at our wedding so my husband can say he always has something green on his plate. (No lie.)  No, no. Those I love, 20 years’ worth of chips and cracks and all.

You see the bane of my existence pictured here. I took this photo this morning, after they fell out of the cabinet for the FOURTH time.

I bought these lovelies at Disney World a couple of years ago when I was there on a business trip. I needed to bring something back for my kids, and these were cute, practical, and inexpensive.  Plus, they’d fit easily in my suitcase.  Perfection!  And yes, when I got home they made me into the heroine of the day. Lots of pleased giggles and hugs and “let’s use them right now!” Yay!
All was well until I had to figure out how to put them away.

Turns out the shapes that looked so cute on the store shelves DO. NOT. STACK.  No matter how I put them in the cabinet, they slide out. They cause things put on top of them to fall.

THEY DRIVE ME CRAZY.

And of course, because the kids ADORE them, they aren’t going anywhere.  I’m 100% stuck, probably until the youngest goes to college. 13 years from now.

The funny thing is, when they fell this morning and hit me in the head (yes, literally) – it jarred an idea loose. There’s a connection between my plate problem and professional services. And it’s this:

Choosing who your new clients will be is a more delicate proposition than you might realize.

As firms become more aggressive in pursuing niche development, it’s easy to get in a mindset of “let’s go after any lead we can, because we need a significant number of companies in that space to show how well we manage that specialty.”  Under that way of thinking, if your niche is construction, any company with ‘contractor’ in its name suddenly becomes a viable target; if it’s healthcare, the word “hospital” sets your heart going pitter-pat. And on and on.

This is dangerous.

Because if you don’t size potential clients up properly – and by that, I mean in ways besides financial solvency and revenue – you may find once you get them on board that they’re a very, very bad match.

If you’re not considering the more-difficult-to-measure aspects of a potential client – things like their employee satisfaction and turnover, their company culture and how it matches with your firm’s philosophy of doing business, how they prefer to communicate and how you do – you may find that once they’re on board, they’re a huge revenue source for the firm (yay) but that they also TOTALLY DRIVE YOU CRAZY.

Just like my plates – on the one hand, a raging success; on the other, the bane of your existence.

I bought my plates thinking they were practical. You know, plates, just like the other plates in my cabinet. I never, ever once considered that not all plates are alike – and they don’t all fit together. And they certainly don’t all fit me and the way I do my (dishwashery-goddess-type) work.

Your clients are just the same.

Trust me. Take the extra time to size ‘em up right, or you may be stuck with them – painfully – for a long, long time to come.

Posted in Accounting, Attitudes, Business Development, Professional Services, Strategic Planning | Tagged: , , , , , , , | 3 Comments »

Beat Perfection Paralysis – Take it to the Happy Line

Posted by debrahelwig on July 26, 2010

To quote the immortal Hannibal Smith from A-Team, “I love it when a plan comes together.”

All right, I can’t believe I’m quoting the A-Team. But it’s true. Don’t you love it when your projects are spinning along just right? When your writing zen is on and you author the blog post of your life? When the marketing campaign you dreamed up lands ten times its projected leads? When your well-placed phone call makes the difference between keeping and losing the biggest client on your balance sheet?

Of course you do.  I do too.

When you’re aiming at perfection and actually hitting the mark, work is bliss. As the poem says, God’s in his Heaven and all’s right with the world.

But there’s a problem in this land of sunshine and glory, and I’m sure you already know what it is.

People. And circumstances. And you. Yes, you, on the days you have a cold, or didn’t get enough sleep, or had way too many jalapeno poppers at dinner the night before, or whatever other circumstance you can imagine. Stuff you can’t predict will always get in the way, darn it. And things get messed up.

Note, mind you, by “messed up” I don’t mean that your project is a train wreck, or even a moderate failure. By messed up, I mean that it doesn’t match up to what your inner perfectionist says it should be.

I’ve lived in this place. It’s not fun.

For the longest time, when things at work didn’t go exactly the way I thought they should (nevermind what anyone else thought), I would feel like a huge loser, because I knew I could do better. I had a vision of the perfect result I should have achieved, and my evil inner perfectionist would whisper, “What makes you think you know anything?” or, “If you keep this up you’re gonna get fired.” Then, I would react in one of two ways:

1. Overwork it. If the project didn’t feel perfect the first time, I’d keep at it. Rewrite for the thirtieth time. Take it back to design again – and again. Set up another focus group. Hold another group of employee meetings. Better to deliver the best possible job than let go something that’s less than perfect.

2. Avoid it. If I was afraid I couldn’t do a perfect job, then I’d push the project down to the bottom of the to-do list until I had the experience/skills/talent/contacts to do better. Or I’d ignore it until the need for it went away and I didn’t have to worry about it anymore.

Bad, baaad.  The perfection paralysis became a never-ending, vicious cycle, with my self-esteem as the target.  It took a very wise boss to jerk me out of it.

One afternoon a number of years ago, this boss called me into his office and asked to see the status of a marketing campaign I was working on. I told him I wasn’t happy with it, that there was still work to be done, that I wanted to tweak it for a couple more days.

He looked at my work, tossed it on his desk, and said, “Send it.”

“But wait,” I protested, “It’s not ready.”

“Oh yes it is,” he replied. “You’re at the Happy Line. Get it out the door.”

As I was leaving, he called after me, “Quit trying to make everything so perfect. Get to 80% of perfect and 99% of people will be happy with it. And you’ll get a heck of a lot more done. Take it to the Happy Line.

His advice rocked my world.  And I still live by it today.  Because he’s right.

Sure, there are some professions (tax accounting is one of them) where 100% accuracy is required.  But in marketing and customer service, the truth is that 80% of perfect is always, always better than 100% of unfinished.

By applying the Happy Line principle in my job, I’ve discovered:

1. I get more done – and more quickly – than I ever did before.
2. My creativity opens up and I have fresher ideas.
3. I stop playing it safe and try new things – and those things sometimes turn out to be my most innovative and groundbreaking work.

If you try this, what you do won’t be perfect.  But your work will be finished (on time!) – and maybe even great. Probably even great.

Aim for the Happy Line and see how far it can take you.

At minimum, you won’t be driving yourself crazy anymore.

Photo by • • • annajarske.com (license).

Posted in Attitudes, Business Development, Leadership, Marketing, Professional Services, Relationship Building, service | Tagged: , , , , , , , , , , | 4 Comments »

You Are Not a Loser if You Hate to Blog (or Tweet, or Facebook, or…)

Posted by debrahelwig on June 29, 2010

Wherever you go these days, there are people talking about how we have to get into social media. Blog now! Start a Facebook page! WHAT? You don’t have a LinkedIn profile??? The mantra, “You have to be ‘out there’ to be successful today” resounds from every corner of the business world.

But if you’ve given it a try, and every time you type a tweet your innards scream “I don’t WANNA!” Or if every time you sit down to write a Facebook status or blog post your guts cramp up, I have a wonderful, liberating piece of news for you.

You don’t have to.

Yes, social media is real and is here to stay. The blog, the Twitter account, the Facebook page – all that stuff will change the way some businesses work. But these things are TOOLS to help you do your business, which is accounting or law or whatever other great service it is that you provide. Contrary to what many, many consultants will tell you, it is permissible to read other people’s blogs and learn from them without having your own. You are not a gutter-trawling loser for limiting Facebook to just your friends and family.

Doing anything – social media or otherwise – because you’re afraid (of looking dumb? of being left out? of losing business or friends?) is a really bad idea. Fear is an incredible spur to action, but a terrible way to stay motivated and productive.  So don’t give in to fear.

If you have other offline ways you’re more comfortable working with people – you’re fabulous face-to-face or on the phone, but you’d rather eat uncooked tripe for lunch than write – then for goodness sake do what you do best. Work your magic your way and to hell with what anyone else thinks. Just realize that your clients may be looking for you in these social media spaces, and if you don’t want to be there, you’ll have to find other ways to keep them engaged. Or find clients who don’t care whether you have a social media presence or not. Both things can be done. You can do things your way and be successful.

This is not permission to quit with social media before you start. This is permission to say “No thanks, I really, truly tried that, and it doesn’t work for me.” That’s honest. And the people who work with you will know the difference.

Photo by jeannahmc (license).

Posted in Attitudes, Business Development, Marketing, Networking, Professional Services, Relationship Building | Tagged: , , , , , , , , , , | 4 Comments »

Professional Services, It’s Time to Join the Age of Conversation

Posted by debrahelwig on May 19, 2010

Let’s talk social media for a second, folks. By that, I mean the “it’s more than just technology” part of social media.

Facebook, Twitter, LinkedIn, blogs – they’re all exciting tools (or toys) on their own, sure. But it’s the stuff behind the technology where the magic happens. All that “people” stuff we were supposed to be good at as professional services providers before? Social media just makes it, well, MORE. Bigger. Like a guitarist who figures out how to crank his amp six notches past “10” and rock the night away.

When you take on social media and become “part of the conversation”, you open a door to tremendous possibilities: the potential to build and maintain solid relationships over distance. To share ideas. To make connections. To help people do their business better.

Pretty spiffy stuff.

And now, no matter where you are on your social media journey, there’s a book that will give you a lot more insight about how to get social media working its magic for you and your firm. It’s called The Age of Conversation 3: It’s Time to Get Busy – and I am pleased and proud to say that I am a contributing author.

171 folks contributed to this book, providing lessons, insights, and examples of how to stop talking about social media and actually get the job done. As editor Drew McLellan says on his blog, “There are excellent case studies, some very candid ‘this bombed’ examples and a much more pragmatic, ‘from the trenches’ view of social media.”

I personally found a tremendous number of takeaways – and I believe the honest insights in this book would be of help to any professional services firm seriously interested in taking their firm to the next level with social media. Plus, 100% of the proceeds from sales of the book go to the Make a Wish Foundation, so you help kids while you’re helping your firm. What could be better?

You can find the book here: Hardback, Paperback, or Kindle.

Thanks to editors Gavin Heaton and Drew McLellan for giving me the chance to participate in this project. It’s been a blast! If you’d like to read the blogs of some of my fellow authors, click in the table at the bottom of this post. You’ll be blown away by the insight and value you’ll get from them.

Then check out The Age of Conversation 3. Because the world has changed. Our business has changed. And there’s no going back.

Thank goodness.

Untitled Document

Adam Joseph

Priyanka Sachar

Mark Earls

Cory Coley-Christakos

Stefan Erschwendner

Paul Hebert

Jeff De Cagna

Thomas Clifford

Phil Gerbyshak

Jon Burg

Toby Bloomberg

Shambhu Neil Vineberg

Joseph Jaffe

Uwe Hook

Steve Roesler

Michael E. Rubin

anibal casso

Steve Woodruff

Steve Sponder

Becky Carroll

Tim Tyler

Chris Wilson

Beth Harte

Tinu Abayomi-Paul

Dan Schawbel

Carol Bodensteiner

Trey Pennington

David Weinfeld

Dan Sitter

Vanessa DiMauro

Ed Brenegar

David Zinger

Brett T. T. Macfarlane

Efrain Mendicuti

Deb Brown

Brian Reich

Gaurav Mishra

Dennis Deery

C.B. Whittemore

Gordon Whitehead

Heather Rast

Cam Beck

Hajj E. Flemings

Joan Endicott

Cathryn Hrudicka

Jeroen Verkroost

Karen D. Swim

Christopher Morris

Joe Pulizzi

Leah Otto

Corentin Monot

Karalee Evans

Leigh Durst

David Berkowitz

Kevin Jessop

Lesley Lambert

Duane Brown

Peter Korchnak

Mark Price

Dustin Jacobsen

Piet Wulleman

Mike Maddaloni

Ernie Mosteller

Scott Townsend

Nick Burcher

Frank Stiefler

Steve Olenski

Rich Nadworny

John Rosen

Tim Jackson

Suzanne Hull

Len Kendall

Amber Naslund

Wayne Buckhanan

Mark McGuinness

Caroline Melberg

Andy Drish

Oleksandr Skorokhod

Claire Grinton

Angela Maiers

Paul Williams

Gary Cohen

Armando Alves

Sam Ismail

Gautam Ramdurai

B.J. Smith

Tamera Kremer

Eaon Pritchard

Brendan Tripp

Adelino de Almeida

Jacob Morgan

Casey Hibbard

Andy Hunter

Julian Cole

Debra Helwig

Anjali Ramachandran

Jye Smith

Drew McLellan

Craig Wilson

Karin Hermans

Emily Reed

David Petherick

Katie Harris

Gavin Heaton

Dennis Price

Mark Levy

George Jenkins

Doug Mitchell

Mark W. Schaefer

Helge Tenno

Douglas Hanna

Marshall Sponder

James Stevens

Ian Lurie

Ryan Hanser

Jenny Meade

Jeff Larche

Sacha Tueni and Katherine Maher

David Svet

Jessica Hagy

Simon Payn

Joanne Austin-Olsen

Mark Avnet

Stanley Johnson

Marilyn Pratt

Mark Hancock

Steve Kellogg

Michelle Beckham-Corbin

Michelle Chmielewski

Amy Mengel

Veronique Rabuteau

Peter Komendowski

Andrea Vascellari

Timothy L Johnson

Phil Osborne

Beth Wampler

Amy Jussel

Rick Liebling

Eric Brody

Arun Rajagopal

Dr Letitia Wright

Hugh de Winton

David Koopmans

Aki Spicer

Jeff Wallace

Don Frederiksen

Charles Sipe

Katie McIntyre

James G Lindberg & Sandra Renshaw

David Reich

Lynae Johnson

Jasmin Tragas

Deborah Chaddock Brown

Mike O’Toole

Jeanne Dininni

Iqbal Mohammed

Morriss M. Partee

Katie Chatfield

Jeff Cutler

Pete Jones

Riku Vassinen

Jeff Garrison

Kevin Dugan

Tiphereth Gloria

Mike Sansone

Lori Magno

Valerie Simon

Nettie Hartsock

Mark Goren

 

Peter Salvitti

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

Be Who You Are – Out Loud: Why Authenticity + Consistency Are Critical to Wooing and Keeping Clients

Posted by debrahelwig on February 25, 2010

I have a new crush.

A few weeks back, a friend of mine turned me on to a great company called Better World Books. This bunch sings to me on a lot of levels – I’m an avid reader, a bargain junkie, a believer in literacy programs, and “green” enough to be a good recycler. Win + win + win.

But the other thing I love about Better World Books is their style. Check out this follow up email:

If your order hasn’t blessed your mailbox just yet, heads are gonna roll in the Better World Books warehouse! Seriously though, if you haven’t received your order or are less than 108.8% satisfied, please reply to this message. Let us know what we can do to flabbergast you with service.

Fun, simple and service oriented, just like their site and blog. These guys will get my money, because from site to blog to email, they present a consistent voice that I relate to.

But there’s another part to this story.

You might not like Better World Books’ message, and that’s cool too. If you’d rather have a cup of Starbucks at Barnes & Noble and finger the pages of every book before you buy, go with their blessing. There are plenty of other people in the world, like me, who belong with them. It’s a matchmaker’s tale. Find a person / client / business that resonates with your needs and values, you’ll wind up together.

With all that in mind, here’s the lesson for our industry – and the $64K question for you:

Are you gutsy enough to take the Better World Books approach? To unapologetically be who you are, with an eye toward working only with clients who are a great fit for your firm?

In a down economy, it’s such a temptation to say that any work is good work. Believe me, it’s not.

Doing work you don’t like for clients whose worldview is a bad match to yours sucks the energy out of your culture. Over time, your office will become a giant revolving door – for work, for clients, for staff. Because the synergy, the passion, the “why we belong together” isn’t there.

Do you know your firm’s culture inside and out? If not, then get to know it now. This minute. Be able to put images and words around it. Show other people what you’re good at, what you like to do, and how you get it done. Then be authentic and consistent in sharing that special culture of yours everywhere you do business, online and off.

Because if your communications don’t reflect the culture of your firm, the disconnect is costing you business – both by saddling you with clients who are a bad fit based on misperception, and by missing clients who would be perfect but who don’t understand why you’re great for them.

It’s not about fitting into what “society” says is hip and cool, either. It’s 100% OK to be a buttoned-up, marble-column, three-piece-suit firm in today’s world. But clients who want a firm like that won’t find you if your Web site is full of edgy Madison Avenue imagery and your firm partners network at trendy cocktail parties.

On the other hand, if your firm is hip, fun, and youth-oriented, having a Web site with a five-year-out-of-date board room photo of the partners on the main page, a blue and grey color scheme, and a nonexistent social media presence won’t do a thing to win the clients you want.

The path to success lies in fluently expressing your firm’s culture in communications designed to reach your “right people” (as Havi Brooks would say), and not being concerned about clients who aren’t a good fit. If you stay consistent, the right people will find you. And because they are your right people, the likelihood that they’ll stick around for the long haul is a lot higher.

Be who you are – out loud. Because authenticity + consistency = clients that stay. Clients you like, because at least to some degree they think like you.

Getting there is worth the effort.

Photo by Roland (license).

Posted in Accounting, Attitudes, Business Development, Marketing, Networking, Professional Services, Relationship Building, service | Tagged: , , , , , , , , , , , , | 1 Comment »

The Teaching Moment: Relationship Builder or Dealbreaker?

Posted by debrahelwig on November 9, 2009

peach jamOne of my guilty pleasures in life is making homemade jam.

Few things make me happier than spending hours chopping and dicing peaches or strawberries, then stirring and stirring that boiling pot of fruit and sugar until the smell fills the whole house. Oh, the simple beauty of those little gemlike jars of goodness lined up in perfect order on the countertop. Bliss. Unadulterated, yummy, creative bliss.

But teaching a group of my friends how to do it, one summer a while back? Um. Wow. Huge lack of bliss there.

Important point – it wasn’t their fault. All my friends are plenty smart. And they showed up on time that day, with the right equipment, ready to learn. But when I worked with them, my usual bliss experiment wasn’t so blissful. It was work. Hard work. None of us had any fun at all. I was so disappointed – but at that moment, I couldn’t for the life of me figure out why things went wrong.

Then, just recently, I read these two beautiful little tweets from @carl_ingalls:

When you teach or advise, let people discover things. Don’t tell them all the answers.

and

When people discover an answer, the knowledge becomes theirs.

AHHHHHH.

Reading those tweets made me think about my jam problem on that afternoon so long ago. And I realized something pretty embarrassing.

That fateful day, from the minute my friends set their bags of peaches on the counter, I’d told every single one of them exactly what to do without telling them why. I’d said super lofty (and, dangit, super stupid) things like “No! What are you doing?,” usually followed by snatching the spoon out of someone’s hand and completing the task myself.

How utterly asenine of me.

So WHAT if there had been a lot of questions, a lot of false starts, a lot of mistakes? We could have laughed about them. It might have made us closer, a real “remember when” event. We might still have been laughing about it – over a jar of  THEIR homemade jam – 20 years from now.

But nooooo. I was a lot more worried about looking smart and being the expert than having fun and building on my relationships. And I lost an opportunity. A big one.  You can bet none of them wanted me to teach them anything for quite a while after that. Fortunately, they’ve forgiven me since. But they’re good friends and I’m a lucky gal.

Now, my question to you:

Are you making my “jam” mistake in your business relationships?

Are you more concerned with showing off your impressive credentials and sharing your hard-earned expertise than understanding what your clients and potential clients want to know?

Every time you come into contact with a client or potential client, you have the opportunity to help them grow. To build a relationship. To lead them to new knowledge without preaching at them. To be helpful without needing to look smart. Are you taking advantage of those opportunities? Or are you wasting your time just snatching the spoon away, so you can show them what an expert you are?

Your clients might not be as gracious as my friends are. There’s no promising they’ll give you a second chance.

These days, I’m a lot more mindful about how I share what I know. And the difference in all my relationships – both professional and personal – is astounding.

How can you use your knowledge to build and strengthen relationships with the people who need your advice?

Photo by Kfergos (license)

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

 
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