Susan works with business owners to build wealth and a valuable legacy.
Every company deserves servcies that are customized to both their needs and wants and their timeframe. Trivers Consulting Group services address three essential areas as needed by each client company: diversification of products and services; financial strategies that promote growth; capitalizing on current assets.
Achieve a Long Term Goal (12-36 months)
What is the goal? What is the purpose of the goal? What does success look like?
Frameworks of services to Achieve a Long Term Goal:
- An engagement (45-90 days). Clearly articulate the long term goal. Develop 3 strategies:
- Business/corporate strategy;
- Financial strategy;
- Communication strategy.
- Complete an execution plan: timelines, resources needed; design and development of new products and services offerings; benchmarks and monitoring; communication channels. Provide support to owner to frame up the plan and begin execution.
- We will customize, as needed, our proprietary Innovation on Demand™ and Catalysts for Growth™ systems.
- Whatever It Takes (annual)
- Includes all components of an engagement.
- Plus: ongoing owner coaching via monthly calls and email exchanges as needed; providing course corrections when needed; emphasizing tracking activities, monitoring and achieving milestones; reviewing communications. Two half-day wokshops, virtually or at location TBD.
The services we provide will include, as needed and appropriate, the concepts and tactics in our proprietary Catalysts for Growth™, Tinker: the 3-T Model for True Growth™ and GO CURVE Evergreen Client™ Systems.
“We don’t want to be known as the guy on the side of the bus,” Robert said when we first met. He was referring to the large eye-catching advertisements that feature the face of a personal injury lawyer and the phone number in huge red letters. “They’re ambulance chasers and we are not.”
“I agree” I said. “I don’t want you to be that guy either!”
Robert and I were meeting to figure out what tasteful and ethical marketing efforts his firm could confidently undertake in order to increase the annual number of grave personal injury cases. They know from years of experience that grievous personal injuries can occur at any time, to any one. They hoped more victims would know to call them for legal help.
The firm was very well known for their medical malpractice expertise and successes, so those cases came to the firm without much direct effort. They wanted one more non “med-mal” case each year and these were harder to attract.
With the mandate of tasteful and ethical in mind, we explored all the ways in which victims of personal injuries might find them. One source was lawyers in other specialties, particularly estate lawyers and family law attorneys. Robert agreed to establish a quarterly newsletter to help keep their firm top of mind within the wider legal community.
There had to be other ways to let people know that Robert and his firm were not only the best in a court of law, but also the most caring and solicitous of their clients, who were most often in dire straits.
As Robert described how they helped their clients by providing access to many other resources, I realized we could build on that to increase referrals and attract that additional personal injury cases each year.
Every victim is at the center of several concentric circles, such as family, friends, colleagues, and others. We could keep the firm top of mind with those important people by sharing meaningful content to them. We hoped they would become advocates and champions of the firm. The farther the reach of top of mind marketing, the more likely Robert and his partners would be to receive referrals.
Robert and his team built a compendium of highly valuable information to share with clients’ circles. They increased their outreach and offered an even higher level of service.
Within a couple of months the number of inquiries increased from 1 to 3 per week. Among those inquiries were people with more severe personal injuries. Robert felt deep satisfaction that this tasteful and ethical campaign was working, and he would be able to help more people.
He’ll often tell people that they’ve grown by recognizing that no person is an island, and that making the family and friends part of their care would benefit both the client and the firm. One doesn’t want to create demand for personal injury lawyers, but when an injury happens, people are truly grateful to know where to turn.
This is a perfect example of an engagement that achieved a long-term goal and transformed the firm.