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Expanding Relationships
 with Existing Clients

      Cordell M. Parvin
      http://www.cordellparvin.com
Expanding Relationships With Existing Clients
Michael Wickett
Jeffrey Gitomer
How Do You Do It




                   5
Know Your Client

  Research the Client




Website/Online Research
                          6
Know Your Client

Research the Client




  Annual Report
                      7
Know Your Client

Research the Client




Industry Publications
                        8
Know Your Client

Research the Client




   Competitors
                      9
Know Your Client

Research the Client




  Listen Carefully
                      10
Build Confidence




Client Tour of Office
                        11
Build Confidence




Go to Their Office
                     12
Build Confidence




CLE and Other Training
                         13
Build Confidence




  Client Surveys
                   14
Ask - Don’t Tell




Key = ask about their business problems,
opportunities, and internal and external
changes - listen, listen, listen for your
opportunity to help
                                            15
What Clients Care About




   Achieving Their Goals
                           16
What Clients Want




Focus on Client Service   17
What Clients Want

Survey’s of General Counsel
 75% of Fortune 1000 clients not
   satisfied - reasons

  Poor Client Service

  Cost Inefficiencies



                                   18
What Clients Want

Recent studies/surveys of corporate
counsel
  –   Legal expertise is assumed
  –   Focus on
      •   Industry, Company and Client
          Representative
      •   Responsiveness
      •   Innovation



                                         19
How to Begin? Ask




Are you ecstatic with service
     we are providing?          20
How to Begin? Ask




What could we do better?
                           21
How to Begin? Ask




What is going on in your business
  that we should know about?        22
How to Begin? Ask




                    23
Building Rapport


Building rapport
essential to building
trust and long term
relationships

Our responsibility to understand
client’s personality and
communicate effectively


                                   24
Building Rapport


           Three Aspects

Personality type

How they speak and
receive information

Empathy



                              25
Building Rapport - Temperaments


                   Control

       Analytical          Driving
                           Under stress
        Under stress
                                 Autocratic
              Avoid
Ask                                           Tell
        Amiable           Expressive
        Under stress       Under stress
              Acquiesce           Attack


                   Emote




                                                     26
Building Rapport - Communication


Visual Learners – Showing
Aural Learners – Telling
Kinesthetic Learners -
Experiencing




                                   27
Building Rapport-Empathy




                           28
Building Trust




                 29
Building Trust


Components of
 Trust
     TRUST = C + R + I
                S

     C – Credibility
     R – Reliability
     I – Intimacy
     S – Self-orientation


                            30
Cross Educate


Identify
               Target
               Market




                           31
Cross Educate


Identify
               Clients




                           32
Cross Educate


Identify
                Firm
               Clients




                           33
Cross Educate


Identify
              Potential
               Clients




                           34
Cross Educate


Identify
               Kind of
                Work




                           35
Cross Educate


Identify
              “Go To”
                areas
              personal
               interest




                           36
How to Win Trust




Trust Must Be Earned
                       37
How to Win Trust




 Grows Over Time
                   38
How to Win Trust




Both Rational and Emotional
                              39
How to Win Trust




    Personal
                   40
It Takes Time




Have Patience
                41
BUILDING TRUST




                 42
Summary


Research the client and its market


Listen to the client’s needs, ask
educated questions




                                     43

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Expanding Relationships With Existing Clients