Attorney Biz Dev

Bill's BD Framework (Part 3): The Final Pieces

21 min · 16 jun 2026
aflevering Bill's BD Framework (Part 3): The Final Pieces artwork

Beschrijving

You've done the work. The matter is closed. Now what? Many attorneys move straight on to the next brief. In doing so, they walk away from some of the most valuable business development opportunities they'll ever have. In this third and final episode on Bill's seven-step BD framework, Bill and Tobi complete the circle: from client debriefing and experience enhancement all the way back to step one. You'll walk away with: * Why a thorough post-matter debrief is one of the highest-leverage BD moves an attorney can make. * Concrete ways to add value beyond legal advice: forms, introductions, industry foresight, and training that cement long-term client relationships. * Why the seven-step model is a circle, not a line.  * How to handle the gatekeeper problem: the person inside a client organization blocking your access to the real decision-maker. * Why attorneys who undervalue themselves are doing their clients no favors. And why being well-compensated signals confidence, not greed * A straight-talking take on when to cut your losses on a prospect that simply won't open the door. This episode is especially relevant for: attorneys leading client relationships at any stage of their career; BD and marketing professionals in law firms; partners thinking about compensation structure and its effect on client retention. The framework won't win every pitch. But it will give you a mindset and a set of tools that shift the odds — and calm the frantic feeling that BD is somehow out of your control.

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Alle afleveringen

12 afleveringen

aflevering Bill's BD Framework (Part 3): The Final Pieces artwork

Bill's BD Framework (Part 3): The Final Pieces

You've done the work. The matter is closed. Now what? Many attorneys move straight on to the next brief. In doing so, they walk away from some of the most valuable business development opportunities they'll ever have. In this third and final episode on Bill's seven-step BD framework, Bill and Tobi complete the circle: from client debriefing and experience enhancement all the way back to step one. You'll walk away with: * Why a thorough post-matter debrief is one of the highest-leverage BD moves an attorney can make. * Concrete ways to add value beyond legal advice: forms, introductions, industry foresight, and training that cement long-term client relationships. * Why the seven-step model is a circle, not a line.  * How to handle the gatekeeper problem: the person inside a client organization blocking your access to the real decision-maker. * Why attorneys who undervalue themselves are doing their clients no favors. And why being well-compensated signals confidence, not greed * A straight-talking take on when to cut your losses on a prospect that simply won't open the door. This episode is especially relevant for: attorneys leading client relationships at any stage of their career; BD and marketing professionals in law firms; partners thinking about compensation structure and its effect on client retention. The framework won't win every pitch. But it will give you a mindset and a set of tools that shift the odds — and calm the frantic feeling that BD is somehow out of your control.

16 jun 202621 min
aflevering Bill's BD Framework (Part 2/3): Disagreeing with Clients and more! artwork

Bill's BD Framework (Part 2/3): Disagreeing with Clients and more!

Your client is convinced they know exactly what they need. But what if they're wrong? In this episode, Bill Burns and Tobi Steinemann tackle the second part of Bill's framework of the seven essential steps in attorney business development. It takes them to what may be the most important and most overlooked question: not just what clients want, but whether that assessment holds up under scrutiny. The answer separates advisors from order-takers. You'll walk away with: * Why understanding client needs is really two questions and why the second one is the harder one * A real-world example of a prospect chasing a solution that didn't exist and what happened when an attorney pushed back * Why attorneys need to follow business news closely (especially litigators, who often don't) * The "Zurich to Paris" principle: why meeting clients where they are determines whether your marketing actually lands * Why lunch and learns consistently outperform speeches to large audiences for building real client relationships * The value box: how to think about price vs. value and why being the cheapest is never the right differentiator This episode is especially relevant for attorneys who feel they spend more time pitching than listening, and for anyone who has ever lost a piece of work and wasn't sure why. If you want clients who trust your judgment, not just your fee quote, this one's for you.

2 jun 202619 min
aflevering Bill's BD Framework (Part 1/3): Who Is Your Client? artwork

Bill's BD Framework (Part 1/3): Who Is Your Client?

Most attorneys rush to the pitch. They spot a company, picture themselves doing the work, schedule a lunch, and walk in ready to sell. Then they wonder why nothing comes of it. In this episode, Bill and Tobi kick off a three-part series on Bill's framework for business development: the seven essential questions every attorney should be able to answer before chasing a client and when maintaining an ongoing a client relationship. Part 1 zooms in on Question One: "Who is your client?". Sounds obvious, until you actually try to answer it. You'll hear: * The full list of the seven essential BD questions * Why business development is a circular process, not a linear one and what attorneys miss when they treat it as a checklist * "Window gazing" business development * A cautionary dentist story that nails what not to do in the first 60 seconds of a client relationship * How to map a prospect at three levels: the rational, the organizational, and the personal * etc. This episode is especially relevant for: * Attorneys who feel paralyzed by too many BD ideas and no system to sort them * Senior associates and new partners building their book of business * Marketing and BD professionals coaching lawyers through specific pursuits If you've ever walked out of a "great" prospect lunch wondering why nothing came of it, this one is for you.

19 mei 202619 min
aflevering Law Firm Branding: How Firm Brand and Personal Brand Work Together artwork

Law Firm Branding: How Firm Brand and Personal Brand Work Together

You've been told to build your personal brand. Your firm has its own brand. So which one actually wins clients? And what happens when the two don't line up? In this episode, Bill and Tobi unpack how firm branding actually functions in legal practice: what it does for the individual attorney day to day, why visual identity is only the surface layer, and how to think about a rebrand without panicking the partnership. You'll hear: * Why firm brand and personal brand are layers of the same offering, not competing forces * The two sides of a firm brand: external differentiator and internal cultural anchor * The shift in big-firm branding: from hiding talent to putting people on stage * How brand strategy scales from sole practitioner to multi-office firm, and why each requires a different playbook * Three triggers that signal it's time for a rebrand: identity, market, leadership * Why the internal rollout (and not the public launch) is what makes a rebrand stick This episode is especially relevant for: * Attorneys who want to make better use of their firm's brand assets in their own client work * Managing partners and firm leaders weighing a rebrand or new website * Marketing and BD professionals working across multiple offices or markets Branding isn't decoration. It's the stage your business development happens on — and built right, it does some of the selling for you.

5 mei 202621 min
aflevering How Attorneys Use LinkedIn for Business Development artwork

How Attorneys Use LinkedIn for Business Development

Most attorneys know they should be on LinkedIn. Far fewer know how to actually use it for business development. In this episode, Bill and Tobi break down LinkedIn not as a broadcasting tool, but as what it really is: a real-time networking environment where the same principles that work in a room full of prospects apply just as well on screen. They cover what the platform actually rewards today, what it used to reward (and why that changed), and what attorneys can do right now to stay visible and relevant to the clients and contacts that matter. You'll walk away with: * Why the "networking room" mental model changes how you post, comment, and engage on LinkedIn * How the algorithm has shifted from connection-based to interest-based and what that means for your content * What makes a post worth reading (and why saves and shares now matter more than likes) * A practical playbook: posting frequency, topic focus, comment strategy, and profile hygiene * Why firms need a social media policy and the real consequences when attorneys get it wrong * Why LinkedIn alone is not enough, and which one channel gives you back control of your audience This episode is especially relevant for: * Attorneys who post occasionally but aren't sure if it's working * BD managers and marketing leads setting or revisiting firm social media policy * Anyone building a practice who wants to understand how LinkedIn actually works in 2026 and beyond LinkedIn is real life. The attorneys who understand that will use it very differently.

21 apr 202621 min