Practice Growth Packages to revitalize your law firm. From

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1 Practice Growth Packages to revitalize your law firm From

2 November 2014 Dear Colleague, If you are involved in running a successful legal practice, then you would not be alone if you felt the task was becoming harder. In a recent global survey that my company conducted, 67% of law firm leaders stated that the challenges they faced were more complex than they were 5 years ago. Most firms are run by very capable lawyers, many of whom devote much of their time doing what they like to do most - helping clients solve their problems. Yet as the legal services market tightens, so the demands placed on law firm leaders increase. And many of those lawyers simply don t have the expertise or the time to lead their firms through these dynamic times. Maybe this sounds like you? Overcoming these challenges requires more than an effective practice manager or the latest practice management software. It requires leadership, some new management disciplines and some fresh thinking. And that s where I can help you. With over 30 years experience in the law, both as a practitioner and as an expert in the business of law, I have the experience and insight to help you to unlock the underlying potential of your legal business. I appreciate that it can be difficult to determine the level of investment needed in order to make engaging an outside expert worthwhile. To ease that problem, I have developed three practice growth packages for you to choose from. Each offers a detailed list of services, a fixed price and a flexible payment plan, giving you budgetary certainty. Each package is supported by my unconditional guarantee: if you don t feel you have had value for money, you don t pay me. It s as simple as that. Whether you want to bring in more business, motivate your staff, improve your profitability or simply save on management time, you will find a combination to suit your practice needs and your budget! I invite you to explore these options and contact me on to see how I can help you to lead your firm through these challenging times and make a real difference to its fortunes this financial year. All the best, Simon Tupman MBA, Solicitor (Eng & Wales) 2

3 What the practice growth packages involve Each package contains a suite of services delivered by Simon Tupman over a set period of time. There are three packages to choose from: A. Premier B. Preferred C. Professional Whether you want to bring in more business, motivate your staff, improve your profitability or simply save on management time, you will find a combination to suit your practice needs and your budget! 9 ways you can benefit from these packages The packages are designed to help enhance the standing of your firm and renew your self-confidence and optimism as a law firm leader. By using these packages you stand to gain: 1. Greater partnership unity 2. Motivated staff 3. New business 4. A competitive edge 5. Education for your team 6. More time to practise law or spend with your family 7. Better risk management 8. Improved cash-flow 9. Increased profit 3

4 A. Premier This package is suited to larger, more established practices wishing to stay on top of their game while minimising management time. It can be delivered over a 12-month period and includes: - Clarification of your firm s direction, strategy and succession plan - Competitor analysis how can you steal the edge? - Financial review are you up with the play? - Marketing audit are you getting the best bang for your buck? - Business development plan practical strategies to attract more business - Partner and staff survey - to assess motivation and elicit their ideas - Consultation with your leadership team - 2 x half-day educational CPD workshops - on any of Simon s topics - Planning and facilitation of weekend partner/staff retreat - Comprehensive strategic review and report - Client review, to include 10 face-to-face client interviews - On-line client survey (for as many clients as you like) - 1 on 1 coaching with chosen fee earners (12 hours) - 2 passes to Simon s Future Firm Forum in New Zealand (valued at $3,500) - 30 copies of any combination of Simon s books Your investment: $36,000 plus GST Fees are inclusive of all disbursements except necessary travel and accommodation. Fees may be paid in 12 equal monthly instalments. 4

5 B. Preferred This package is suited to mid-range firms wishing to accelerate growth and development but who may not have the expertise or time to do so. It can be delivered over a 1-month period and includes: - Clarification of your firm s direction and strategy - Partner and staff survey - to assess motivation and elicit their ideas - Consultation with your leadership team - Planning and facilitation of annual partner retreat - Half-day educational CPD workshop - Strategic review and report - On-line client survey (for as many clients as you like) - 1 pass to Simon s Future Firm Forum in New Zealand (valued at $1,700) - 12 copies of any combination of Simon s books Your investment: $15,000 plus GST Fees are inclusive of all disbursements except necessary travel and accommodation. Fees may be paid in 3 equal monthly instalments. 5

6 C. Professional This is suited to smaller firms wishing to take a more proactive and objective approach to their legal business but are restricted by a tight budget. It can be delivered over a 1 week period and includes: - Partner and staff survey - to assess motivation and elicit ideas - Consultation with leadership team - On-line client survey (for as many clients as you like) - In-house business growth presentation (90 mins) - 6 copies of any combination of Simon s books Your investment: $5,000 plus GST Fees are inclusive of all disbursements except necessary travel and accommodation. A worthwhile investment These packages represent a sound investment in your future, rather than just an overhead. Consider what any of the following may be costing your firm in comparison: - time spent managing - the salary of a full-time Business Development manager - annual write offs/bad debts - the loss of a de-motivated solicitor to another firm - a recruitment consultant s fee - a practice management software upgrade - unused office space As part of a recent review, when asked how worthwhile Simon s engagement had been, his clients gave him a 94% rating! 6

7 What some of Simon s clients say Personable and inspiring "Our firm recently partnered with Simon Tupman to guide us through the firm's strategic planning week-end. His approach was personable and inspiring and his is very easy to communicate with. His preparation of gathering valuable information from the partnership and our business prior to the week-end ensured everyone was well prepared for a busy and rewarding few days. We were not disappointed; this was probably the best planning week-end we have had. His style and common-sense thinking approach to the partnership and our business has provided fresh thinking and enthusiasm to us all to make some necessary changes." - Patti Wolfsbauer, Practice Manager, RMY Legal, New Plymouth Thoughtful and insightful "We engaged Simon to help us kick-off the next evolution of our practice. His approach was consultative and inspiring to the whole firm. Most particularly though was the thoughtful and insightful program he put together for us - it hit all the right notes even though it pushed us out of our comfort zone. I don't hesitate to recommend Simon, and I look forward to working with him again in the future." Rachael Denniss, Practice Manager, Burke and Mead, Newcastle, NSW, Australia Invaluable "Simon has helped us to confront difficult issues through our review process and his support in that area has proved invaluable. With his guidance, I feel very optimistic that we are in the process of putting plans in place that will make a real difference to the way in which this firm operates and the results it will achieve." Patrick Costelloe, Managing Partner, Malley & Co, Christchurch, New Zealand Inspired and delighted "We wanted all of our staff to start thinking about marketing from the receptionist to the senior partners. Simon inspired and delighted everyone with his fresh approach and quirky sense of humour. He is not afraid to challenge established thinking and is able to convey novel concepts effectively and with an infectious enthusiasm. He generates ideas and is generous in handing them on to those who will listen." Richard Hobson, (Former) CEO, Mason Sier Turnbull, Melbourne, Australia An absolute treasure "Simon has been an absolute treasure in assisting us in our Retreat. His comments and incisive direction on some important issues have left everyone in our firm feeling that this has been our best retreat. Many thanks." Barry Berger, Partner, Berger Kordos, Melbourne, Australia 7

8 About Simon A former practising lawyer in London, Simon has spent over 20 years helping law firms stay ahead of the curve through better leadership, management and innovation. Apart from his consulting, coaching and writing, he addresses and facilitates conferences and partner retreats worldwide. His writing career has included articles published in professional journals globally and on-line. He has written two best-selling books, Why Lawyers Should Eat Bananas which has been translated into Russian and Why Entrepreneurs Should Eat Bananas which has been translated into Portuguese and Spanish. His latest book, Legal Eagles was released in November He is a founding member of the Law Management Group and Director of Lawyers With A Life Ltd. T: E: simon@simontupman.com W: Call Simon on to choose your package and unlock your firm s true potential! 8

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