Practice Development on its face sounds easy perhaps even common sense, but in practice it’s challenging to ask your friends and past clients for revenue. If you are a minority or don’t golf or are a woman, you don’t quite fit into “normal” buckets, there are ways to tweak your approach that is uniquely yours. How are you leveraging “diversity” to your benefit? 

Sage Ivy can help think through your unique qualities to convert your relationships into revenue. We will help in creating a proactive and second-nature approach to practice development that fits each individual’s needs.  

For starters, let’s talk about your current approach, ie: Who are your best clients? Why? What’s your strategy to get more of them? What’s your approach to creating new relationships, like someone you met at a conference? How do you follow-up? Relationship development is part of the process. How to effectively create new ones and revive past relationships. Do you take notes on people you’ve met? What’s your current client tracking system? 

Further, let’s uncover your strengths, personality, communication style, introvert/extrovert, social media presence, do you cross-sell, what you like to do within your community, organizations you are a part of, what are your interests outside of the firm…etc.  Let’s discover areas and clients you have not thought about to personally assist you. 

At Sage Ivy, we have an encompassing approach throughout the cycle from creating a unique plan that fits you, to discussing what worked and what didn’t, to steps on closing a client (What’s your style in pitch meetings?) and lastly, what steps to take to not only keep the client but how to expand that relationship. 

Just like law school, this can be a learned skill.  So, take the first step into investing into your future success!