Podcast: Executing A Successful Law Firm Rebrand

Lisa Simon is the Chief Marketing and Business Development Officer at Lewis Roca Rothgerber Christie LLP located in the firm’s Phoenix office. She creates and implements innovative business development and marketing strategies that build the firm’s brand, increase awareness and relevance to drive revenue. Lisa provides strategic leadership and support to the firm’s managing partner, practice group leaders, office leaders, marketing professionals and others in establishing and achieving business development goals.

Lisa served as Legal Marketing Association (LMA) President in 2008 and has held numerous industry and community leadership positions within the organization, including as a member of the Board of Directors. In 2017, she was inducted into the LMA Hall of Fame.

What you’ll learn in this episode:

  • How law firm branding has evolved in recent years.
  • How firms can practice “people-to-people” marketing.
  • Why you should have a firm or department retreat and the best practices for holding them.
  • Where to begin if you want to launch a client service and experience program.
  • Advice for those starting a career in legal marketing.

How to contact Lisa Simon:

Podcast: Hiring the Right Attorneys—And How to Keep Them

Brooke Loesby is the founder of Law Life Coach, Inc., based in Santa Monica, CA. As a career coach, she supports attorneys in defining their version of success and achieving their goals. Brooke works with attorneys to develop skills in leadership, communication, confidence, building a book of business and work/life balance. She consults with firms and makes recommendations regarding hiring and retention, firm culture, benefits, onboarding practices, firm structure and roles and responsibilities. As part of her services, she works with firms and companies to identify highly effective attorneys who will fit in with the culture and thrive in the position.

Before founding Law Life Coach, Brooke earned a J.D. from Pepperdine Law School. She was an Associate at Akin Gump and worked at Quinn Emanuel before transitioning to legal counseling at the Office of Career Services at Loyola Law School for six years.

What you’ll learn in this episode:

  • How law firms can improve their recruiting processes to find the right candidates.
  • What law firms can do to retain their talent.
  • Why autonomy, mastery and purpose are critical to retention
  • Why a competitive and robust benefits package is critical for keeping millennial lawyers.
  • The importance of hiring diverse personalities that complement each other.
  • How personality testing can help identify where you should focus your hiring.

How to contact Brooke Loesby:

Podcast: Showcasing the Value of a Marketing Department

Michael Blachly is the Chief Marketing Officer at Gray Reed & McGraw and has more than 19 years of experience in corporate marketing, business development and corporate communications primarily centered on driving business in the professional services sector.

He provides Gray Reed McGraw with strategic direction on the firm’s business development and marketing initiatives, and leads a team responsible for business development, marketing/branding, marketing technology, creative production, research, public relations and events.

Prior to joining Gray Reed McGraw, Michael directed marketing and communications for the Southern Methodist University Dedman School of Law, Cornerstone Credit Union League and his own political consulting firm, Hamby & Blachly.

He is a founding member of the Legal Marketing Association’s (LMA) Texas Chapter, served as past-president of LMA’s Southwest Region and has held numerous leadership positions within LMA. He was recognized by LMA as the first recipient of the LMA Southwest Region President’s Award.

Michael regularly speaks on marketing and business development topics, and has presented to numerous organizations, including LMA, Southern Methodist University, Baylor University and International Association of Business Communicators.

Michael is also a passionate photographer and has pursued this hobby for most of his life. To view Michael’s photography portfolio, go to www.michaelblachly.com.

What you’ll learn in this episode:

  • Effective ways to demonstrate the value that a marketing department brings to justify the cost.
  • What “return on objective” is; how it’s different than return on investment, and why ROO is important for law firms.
  • How to track a firm’s marketing budget in a deeper way and how to use it to plan future initiatives.
  • Tactics to showcase your marketing knowledge and position yourself as an expert with your attorneys.
  • How to use presentations to educate and encourage attorneys to effectively market themselves.

How to contact Michael Blachly:

Podcast: Creating a Culture that Retains Attorneys

Courtney Puritsky is a partner at Grodsky & Olecki LLP, a business litigation firm in Santa Monica, CA. She has more than a decade of experience litigating cases, including business divorces, breaches of contract, fraud, healthcare disputes and entertainment-related business disputes. Courtney joined Grodsky & Olecki in 2007 and became a partner in 2017.

She received her J.D. from Southwestern Law School and B.S. in Business Administration from the University of Southern California.  When she is not practicing law, Courtney enjoys running and spending time with her husband and two young daughters.

What you’ll learn in this episode:

  • How large law firms can replicate the structure and communication found in smaller law firms.
  • How to encourage younger associates to find their voice and have the confidence to express it.
  • Why communication between partners and associates is the key to retaining younger lawyers.
  • Why lawyers should consider working with a business coach.
  • How to overcome the fear of networking and feeling like you’re “selling.”

Additional resources:

Podcast: NY Times Bestselling Author – Resilience Training for Lawyers

Nate Klemp is a NY Times Bestselling author, writer, philosopher, and co-founder and Chief Innovation Officer at LIFE Cross-Training (LIFE XT), a Chicago based company devoted to training the skill of happiness and promoting wellbeing. Along with Eric Langshur, Nate is the co-author of the New York Times bestseller Start Here: Master the Lifelong Habit of Wellbeing (Simon & Schuster: North Star Way) and author of The Morality of Spin: Rhetoric and the Christian Right, a book on the ethics of rhetoric and spin. Prior to LIFE XT, Nate worked as an assistant professor of political science and philosophy at Pepperdine University.

What you’ll learn in this episode:

  • Why “mental fitness” is as important as physical fitness and how it can be trained just like physical fitness.
  • The nine practices that promote resilience and wellbeing.
  • The importance of pausing between stimulus and your reaction so that you can properly consider how to respond.
  • Why it is important for law firms to do resilience training.

How to contact Nate Klemp:

Podcast: Moving the Revenue Needle with a Sales Department

Steve Bell is chief client services & marketing officer at Womble Bond Dickinson LLP in the firm’s Washington, D.C. office. He has deep executive experience in legal marketing and business development, leading teams in disciplines such as public relations, branding, digital marketing, social media, advertising, client satisfaction, product development and sales. Steve joined Womble Carlyle as National Director of Sales in 2001 and was involved in its merger with U.K.-based Bond Dickinson in 2017.

What you’ll learn in this episode:

  • What firms need to consider before developing a sales department and starting the hiring process.
  • What skills and values legal marketers need to cultivate to excel in their role.
  • Why the structure between the marketing and sales departments needs to be tailored to the culture of the firm.
  • What experience and lessons can be gained while working for a law firm during a major merger with another firm.
  • Law firm marketing trends, and what the future holds for the notion of law firm products and artificial intelligence.

How to contact Steve Bell:  


Podcast: Moving into the Role of a Trusted Advisor

A professional services industry pioneer, Jan Anne Dubin is an award-winning consultant with more than 35 years of experience leading, innovating, and serving as a change-agent and connector. Based in Chicago, Jan provides professional service firms and individuals with a range of business development, client service, marketing, branding, strategic communication, and executive coaching services to drive revenue and build visibility. She serves as an executive coach to professional service firm leadership, the C-Suite, management and high potential individuals.

Jan is a strategic business partner of the Association of Corporate Counsel (ACC). For many years, she has been a business partner of Thomson Reuters Legal Executive Institute serving as an advisor, speaker and writer for numerous global publications, and was instrumental in helping to create their Women’s Transformative Leadership program series.

Prior to founding Jan Anne Dubin Consulting, she held senior global leadership roles with two of the world’s largest law firms, DLA Piper Global Law Firm and Baker McKenzie.

What you’ll learn in this episode:

  • The characteristics of a trusted advisor and how to become one to clients.
  • How to evaluate which clients you should invest in long-term as a trusted advisor.
  • What can damage or destroy a trusted advisor relationship, and how to avoid this.
  • Trends in the area of trusted advisor relationships over the years.

How to contact Jan Anne Dubin:

Podcast: How Not to Sell—And Generate New Business

Doug Ott is an executive coach, trainer and public speaker whose 30-year career has encompassed business development, marketing and sales leadership roles. Almost half of that time has been in the professional services market working with accountants and lawyers.

For eight years, Doug led business development in the West Region for Deloitte’s Forensic and Advisory Practice, where he built relationships with Fortune 100 companies and international law firms. He was also responsible for coaching associates, managers and partners at Deloitte on how to generate new business through developing and maintaining long-term business relationships.

What you’ll learn in this episode:

  • Why CPA firms tend to be further along in business development and sales training than law firms.
  • How law firms can improve their processes to advance their business development initiatives.
  • Why millennials are well-positioned to begin developing relationships early in their careers, and why business development training should start early-on as a young associate.
  • How to position business development coaching and training as a benefit, rather than an indicator that something is wrong with performance.
  • Why coaching and business development training is just as important for small law firms as it is for larger firms.

How to contact Doug Ott:

Podcast: A Worldly View of Legal Marketing

Jennifer Mir leads the marketing, business development, and communications department at Munger, Tolles & Olson LLP, a 200-lawyer firm with offices in Los Angeles, San Francisco and Washington, D.C. Her recent initiatives include spearheading the firm’s website redesign and redevelopment, including a rebrand of the organization. Jennifer transitioned into legal marketing following a career as a print journalist, newspaper reporter, and editor in the U.S. and Europe.

What you’ll learn in this episode:

  • How thinking like a journalist can help your role as a legal marketer.
  • Why focusing on two or three initiatives is more effective than trying to achieve a long list.
  • Why implementing client feedback programs can be relationship builders, and what elements you need to consider before launching.
  • What’s on the horizon for the future of legal marketing.

Ways to contact Jennifer:

Berbay Marketing & PR