Podchaser Logo
Home
189 | Navigating to Success, a Leadership Journey with Tim Lupinacci CEO of 130 years old law firm

189 | Navigating to Success, a Leadership Journey with Tim Lupinacci CEO of 130 years old law firm

Released Monday, 29th May 2023
Good episode? Give it some love!
189 | Navigating to Success, a Leadership Journey with Tim Lupinacci CEO of 130 years old law firm

189 | Navigating to Success, a Leadership Journey with Tim Lupinacci CEO of 130 years old law firm

189 | Navigating to Success, a Leadership Journey with Tim Lupinacci CEO of 130 years old law firm

189 | Navigating to Success, a Leadership Journey with Tim Lupinacci CEO of 130 years old law firm

Monday, 29th May 2023
Good episode? Give it some love!
Rate Episode

Episode Transcript

Transcripts are displayed as originally observed. Some content, including advertisements may have changed.

Use Ctrl + F to search

0:00

It makes them more attuned to the

0:02

purpose and certainly as a legal professional

0:04

firm. We're trying to help our clients achieve

0:06

their goals and objectives. but to

0:08

help to connect the work that's

0:10

done by every individual regardless of where

0:12

title or what their position, or whether they have a law

0:14

degree or not into what they're, what

0:17

the client's achieving, which could be in some instances

0:19

to help change the world.

1:19

​Before we jump into today's episode, there's something

1:22

I want to share with you. I've launched another podcast.

1:24

The podcast is called Leveraging AI

1:27

And if you like this podcast, you're gonna love

1:29

leveraging AI because it's a very similar

1:31

approach. I interview really smart

1:34

people from the AI world practitioners

1:36

and experts who share how

1:38

to leverage AI in order to grow

1:41

your business and advance your career.

1:43

So pull up your phone right now, whatever

1:45

platform you are using in order to listen to this podcast.

1:48

Search for leveraging ai, check

1:50

it out. I think you'll find it fascinating. There's

1:52

a really fascinating interview with ChatGPT

1:55

as the guest. It's unique

1:58

and different and fun and interesting, and

2:00

we talk about the impact of AI

2:02

technology on businesses and society as

2:04

a whole. So look for leveraging ai.

2:07

And if you enjoy it, subscribe to

2:09

it and also write me a note on

2:11

LinkedIn and let me know what you think. And now to

2:13

the episode Hello and welcome to the Business

2:15

Growth Accelerator. This is Isar Meitis,

2:18

your host, and I've got a special topic for

2:20

you today. As I'm very passionate about

2:22

company culture, and I really think it's one

2:24

of the most critical aspects for

2:26

long-term success of any company.

2:28

You can see short-term success with

2:30

little tricks and gimmicks and stuff and promotions,

2:32

but in the long run, it's the people in

2:35

your business that will make it or break

2:37

it, and having a strong, positive

2:39

company culture. Provides

2:41

that operating system, that, bed

2:44

that you can grow stuff on in

2:47

the long run. Our guest today, Tim Lupinacci

2:49

is the chairman and CEO of Baker

2:51

Donaldson, which is 130 years

2:54

old law firm and one of the largest

2:56

in the nation. And you would assume that somebody

2:58

like that, his biggest passion is law, and

3:01

you'll be wrong. At least I'm guessing. His

3:03

real passion is helping other

3:05

people develop leadership skills in

3:08

developing a healthy work

3:10

environment and a culture that will

3:12

drive people to thrive and grow. And

3:14

that is the secret sauce on how

3:16

to keep on growing such a

3:18

long running company. And

3:21

in today's episode, we're going to dive into,

3:23

first of all, the why is it so

3:25

important and why should think about it as a leader,

3:28

but also the how. What are the actual things

3:31

that team and his team are doing in order to nurture?

3:34

Growing other people and growing leadership

3:36

skills within their organization. I think this

3:38

is immensely critical to

3:40

any company and he, I'm really humbled

3:43

and excited to have Tim as a guest of the show.

3:45

Tim, welcome to the Business Growth

3:47

Accelerator. Yes. Sorry. This is my

3:49

honor to be here. You have, I've already told you, you've added

3:51

a lot of value to me through all of your work,

3:53

in so many different areas. And, this is just

3:55

an honor and I absolutely, I actually

3:57

don't tell my colleagues I could care less about the law.

4:00

I am more passionate about people and culture,

4:03

and helping people achieve their potential. yeah, I'm

4:05

excited to talk about this.

4:07

Awesome. I really appreciate this and I appreciate

4:09

the kind words. Let's start with why.

4:12

Yeah. Why is it critical?

4:14

And if you want, let's go back In your personal

4:17

career, when did you figure

4:19

out that this was so

4:21

important? Like in what time in your career

4:24

did you say, oh my God, the people

4:26

around me, if they would have these

4:28

skills, that's what's gonna make them

4:31

and the company and me more

4:32

successful? Yeah, that's a great question

4:35

and it really does go back. I did not have this

4:37

concept of being a leader and what that meant

4:39

until I was a young lawyer. I didn't

4:41

grow up around lawyers, the profession, my,

4:43

we moved around a lot and didn't know anything about

4:45

it. But I literally almost stumbled into law school.

4:48

I, I was a Mass com major. I

4:50

thought I wanted to do radio and television. and,

4:52

but I took a medial law course and ah, this is

4:54

interesting. and then I took the entrance

4:56

exam for law school and did, okay, so I'll just go

4:58

to law school. And so now I've got my first

5:01

job and it's with a big firm, a

5:03

different firm. And, I've probably been out about

5:05

a year or so and I've viewed it very much

5:07

as a transactional type deal. Yeah. Like I

5:09

got a project to get done, I turned

5:11

it in. And then I went on to bill time

5:13

for the next project. and so I had, and

5:16

I had a very tough boss. He was a yeller.

5:18

and, and, but and I was excited

5:20

to be working with him cuz he was an expert. I did bankruptcy

5:23

work, he did ex, he was an expert in that field.

5:25

anyway, we had a large project that we were working on.

5:27

I had a small part of it that I then got

5:29

finished and handed it to a lawyer who'd

5:32

been at the firm five or six years. a middle level

5:34

guy. and then he'd finished it, turned

5:36

it into the boss, and I'm onto the next

5:38

project. And next thing I know, I'm getting paged

5:41

into our boss's office, the other guy

5:43

and myself. And he's, we walk in,

5:45

he is on a conference call with a dozen lawyers.

5:47

It turned out other lawyers from other firms.

5:49

and He starts yelling at us that we

5:51

had gotten the project completely wrong. And

5:54

then he said, these idiots are gonna

5:56

stay here all night to get this fixed.

5:58

Now I don't, that's not good leadership. and he

6:00

ultimately, he changed. But,

6:02

and I thought, I'm gonna lose my job, whatever.

6:04

And so we spent, we got it all fixed

6:07

and it turned out I had drawn the short straw. I was

6:09

picking up my boss at his house the next

6:11

morning to drive to court for what all

6:13

this stuff the project was about.

6:16

And I thought, I literally, I was, am I gonna have a job

6:18

by the time we get back from this hearing? And

6:20

it was very quiet, awkward silence.

6:22

And then he did. Start out

6:24

and said he apologized that he shouldn't

6:27

have yelled in front of other lawyers. He

6:29

wasn't so much worried about the terminology

6:31

he used, but he said I should have kept it in the house.

6:33

but but then he said, the reason I'm so disappointed

6:36

and was so aggravated, Tim is cuz I view you

6:38

as a leader. I think you've got a long, successful

6:40

career ahead of you. I don't necessarily

6:42

think that about the mid-level lawyer

6:45

that was on that project. I just expect

6:47

you to own what you have and

6:49

what your part of the project is and make

6:51

sure. Sure it's right, because you're a leader. And

6:53

that really was the first time that ever clicked that I'm

6:56

a leader. I'm just a young low

6:59

person on the totem pole. I had

7:01

skills, but I didn't think of myself as a leader. So that

7:03

lit literally led me on a lifelong journey.

7:05

I've gotta get better at this. If I'm a leader, I gotta know

7:07

what does that mean? And I, it really just led me on my

7:10

journey about why now I'm so passionate about

7:12

it. So that's the start of it.

7:14

That's a great story. so really, okay, let's turn

7:16

into the why. Yeah. Why should

7:18

people in leadership positions care about

7:20

developing other leaders around

7:22

them?

7:23

Yeah. and that's really what my passion is because

7:25

first of all, it's helping folks understand

7:28

the mindset that everybody is a leader. So first

7:30

of it, the why is to have belief in

7:32

themselves and have confidence in themselves that

7:34

it's, you don't need a title, you don't need to run

7:36

a big organization that you can lead right

7:38

where you are. And that it's gonna really help,

7:41

fuel your passion and your purpose

7:43

and what you're doing. I talk a lot about,

7:45

and we've actually implemented some stuff here at the firm

7:47

about, your pathway. People

7:49

are gonna have different pathways to what they view as success.

7:52

And some do look at a job as it's a paycheck

7:55

to get to do other things. But while

7:57

you're here, if you can, if we can

7:59

really get our colleagues saying I want

8:01

to have some career ambition to maybe,

8:03

lead a bigger team or move up this or

8:05

get this skill, I think it just makes,

8:07

our colleagues more engaged. It makes them more

8:10

attuned to the purpose and certainly as a

8:12

legal professional firm. We're trying to help

8:14

our clients achieve their goals and objectives.

8:17

but to help to connect the

8:19

work that's done by every individual regardless

8:21

of where title or what their position, or whether

8:23

they have a law degree or not into what they're, what

8:26

the client's achieving, which could be in some instances

8:28

to help change the world. I think it just helps 'em become

8:30

more engaged, more passionate, and

8:32

to deliver better client service to our clients and

8:35

it can be a real differentiator. So

8:37

those are some of the why's that drive me

8:39

and like I said earlier, I really am passionate about

8:41

people and helping them really.

8:43

Have confidence and see and speak

8:45

into them like they can accomplish some things.

8:47

not in a, hey, everything's

8:49

utopia. It's a sh, bright, shiny world.

8:52

Everything, cuz we have challenges and all that.

8:54

But just to, just have confidence that we can do more

8:56

in what we're trying to accomplish. So that's

8:58

just some things about why it drives me and why I've

9:00

seen it work with our firm.

9:04

Yeah. I think what you're saying make a lot of sense. I think

9:06

you touched on two very big points. One is

9:08

confidence, right? It's yeah, I trust you.

9:11

to do this because I know you can own

9:14

the thing that, that I expect you to do.

9:16

And the other is really tying it to

9:19

a bigger goal, right?

9:21

So part of leadership

9:24

is if I'm just a note taker,

9:26

okay, I, this is what I do, right? This is my

9:28

world ends in my little task, whatever

9:30

that task is. Big or small. Yeah. But

9:33

if you're part of a leadership, okay, why

9:35

are we doing this? We are doing this too.

9:38

So like you said, I could be a note taker,

9:40

but if me taking notes helps that

9:43

other company achieve their

9:45

thing, which like you say, could be saving,

9:47

solving world hang hunger, right? Then

9:49

I play a role in that bigger thing,

9:51

which makes the thing that I do a lot more important, and I

9:54

love those points.

9:56

Oh yeah. a great example is, I talk, I thought

9:58

one of our, we have a woman who's in our Baltimore

10:00

office who, her title's receptionist,

10:03

but Nicole owns that,

10:05

not only the reception area, but

10:07

if she sees issues, she hears that something

10:09

has to get done, something else. That's not her job.

10:12

She just step, nobody asks her to do it. She steps

10:14

up and gets it done. She owns it, like you were saying,

10:16

Essar and. That may help,

10:19

a big strategy meeting that she doesn't even know about

10:21

that could impact something. And she's one of the best leaders

10:23

I've ever seen best leaders at our firm. and

10:25

by doing that in ownership, she actually has

10:28

now elevated her title. She's moved on to do

10:30

a little bit bigger task because, and she wasn't

10:32

seeking that. She doesn't think about it. She just does

10:34

it. So yeah, I totally agree with

10:36

you. Interesting.

10:38

So let's move to the how, right? Yeah. So

10:41

I think most people will understand even.

10:44

Without diving into the details, they understand there's a

10:46

benefit in that the how

10:49

makes it difficult, and that's why not enough companies

10:51

do that because there's, what

10:53

do you actually do to make FIFA people feel

10:56

that they're leaders? What do you help

10:59

them do that will drive them personally

11:01

to be

11:01

passionate about it? Yeah, so

11:03

we've done several things. I've been in this role four years,

11:06

four and a half years, and I had a, about a six month

11:08

transition before I took over. And

11:10

one of the first things I did when we had a virtual town

11:12

hall to introduce me to the firm, I knew a lot

11:15

of people, but not certainly everyone. I

11:17

started out the same, my view

11:19

that everyone of them was a leader and we needed everyone,

11:22

stepping up and working together that

11:24

every person was valued and valuable.

11:27

So one of it was just speaking that into 'em. But then

11:29

one of the first things I did is I want to hear from you

11:31

to know how we can get better. We had really struggled

11:33

and plateaued for a while as a firm, so

11:35

we needed to get better. And I encouraged

11:38

them to give me feedback. and

11:40

I did, I went around and visited all our 20 offices

11:42

and we had town halls and people give me feedback. And then important

11:45

thing was that I listened to it. And

11:47

then on some of 'em, I executed on it. I can't

11:49

do everything and everything wasn't a great idea,

11:52

but there was some low hanging fruit from our folks

11:54

who were in the trenches. so that was

11:56

just trying to instill, that,

11:59

again, I like that word trust. That's really important,

12:01

that trust in them that I trusted them. I

12:03

wanted to learn how to get better. So that was some of the first

12:05

part. But then I really did need to build out. I

12:08

could talk about pathways to success,

12:10

and pathways in your career and

12:13

driving purpose, but that's just words on a page.

12:15

And the first couple years we've built out some,

12:17

training, some skill building we were doing internally,

12:20

and really called it like pathways. Like how,

12:22

what are your desires, what are your career ambitions?

12:25

And what are some skills that maybe you don't have those

12:27

skills, we can help you get better. And really try to get

12:29

managers to really get to know. their

12:32

colleagues, their strengths, the areas they wanted

12:34

to improve, and then facilitate

12:36

that to some regular training. And we, we do

12:38

it virtually. we do some in person.

12:41

so that was the first couple years we just really trying to get

12:43

some meat around it and then, We

12:45

did launch a vision.

12:46

I wanna pause you. I wanna pause you just for one second.

12:48

Yeah, sorry. So basically what you're saying, you're taking

12:51

a strategic approach that we usually apply

12:53

for the business looking outside

12:56

to the inside of the business, meaning, For

12:58

each individual offer, let's say types

13:00

of individuals and saying, okay, you're here on

13:03

point A, you want to get

13:05

to point B again, very similar to the way you

13:07

would do with a company in five years. You want to be there.

13:10

What needs to happen for you to be there? So in

13:12

year one, you gotta accomplish this and that what

13:15

resources in a company or skills you're

13:17

missing in an individual. Here's the training

13:19

that can get you there. And I love that. It's really a

13:22

very strategic approach to how to

13:24

elevate people through

13:26

the path that they chose, which I think is.

13:29

More important than anything. Because okay. I

13:32

don't, some people don't wanna manage the department.

13:34

That's right. What they seek, they really,

13:36

if I use your company, they really going to

13:38

court and fighting justice, right? They don't

13:40

care about running 20 other people. And

13:42

so you gotta understand for each

13:45

person and then giving them the tools to

13:47

progress in their own path.

13:49

And I absolutely love that.

13:51

Yeah. and I appreciate that and I also, it's not

13:53

easy either, right? there's some. Job

13:55

titles. Some roles that it like in,

13:57

in the legal profession for individuals

14:00

who have law degrees, you come in and

14:02

most firms start, you have an associate and

14:04

then some firms, you become a senior associate

14:07

after six or eight years. And then you could become

14:09

a partner or shareholder. And then

14:11

it's the equity partner, equity shareholder. it's a path

14:13

that's pretty well there. Expectations,

14:16

different companies you're gonna, but it was harder

14:18

on our business services staff side.

14:20

And even initially, our HR director

14:22

was like, Yeah, but it

14:25

is a pretty flat organization on a lot

14:27

of our things. How can we do it? I don't want to come off

14:29

and say, oh, this is easy, just go do it. It was really just

14:31

understanding and then sitting down with

14:33

some folks in the, in that cohort,

14:35

the business services staff, what are some things

14:37

that would be helpful? What would you think about? and

14:40

but I think it's just the intentionality to

14:42

spend the time and listen. And try

14:44

to build it out just cuz it's, it may be harder

14:46

than some areas like the law, the lawyers,

14:48

it's pretty clear. we have to skill build for

14:50

them and we have to help them and equip them.

14:53

but, so anyway, that's. No,

14:55

it's good stuff. What was that? Sorry I stopped you before

14:57

that in the middle to go into

14:58

the next point. no. it's because, it's interesting

15:00

cause that was some of the foundation and then, last year I

15:02

launched a strategic vision for the firm

15:04

and, with our firm. We're pretty much

15:06

situated in the southeast Mid-Atlantic. And

15:09

when I was looking, talking to colleagues

15:11

about longer term strategic planning, invariably.

15:14

It would get into this discussion about geography,

15:16

should we be national? Should we do this?

15:19

And then we have some individuals who do have

15:21

more of a national practice and some are more

15:23

local practice. And of course they're saying, oh, we

15:25

should be more national or we should be more regional.

15:28

And it was just divisive. And so I really,

15:30

I got all this feedback, and I went

15:32

away for a couple days. I just know there's invaluable

15:34

to just get away from everything because I had all the

15:36

knowledge I needed. there's nothing new under the sun,

15:38

but it's really what's best for us. And I landed

15:41

on this idea. And again, this is

15:43

not new. It's been written about for decades,

15:45

about being trusted advisors and I thought if

15:47

we could become better trusted advisors

15:49

to our clients, and you have to unpack what that

15:51

means, that we would do better

15:53

in client service. We could grow stickier client

15:56

relationships. We would be more strategic

15:58

in our advice instead of just reactive.

16:00

and then the one thing that connected back

16:02

to particularly the business services and staff, it's

16:04

something that it would applaud it. The whole firm, it

16:06

would be very inclusive because our staff

16:09

have to be trusted advisors to the lawyers,

16:11

to the professionals, and they can build that

16:13

relationship every day. So that kind of

16:15

became the foundation of the strategy.

16:18

And again, this idea that it can't

16:20

just be words on the page. I had to build some

16:22

ways to help folks really make this meaningful.

16:25

And people joke with me about this term,

16:28

terminology and I know people who have earned

16:30

an actual M B A. It is very serious stuff.

16:33

You're very, that's amazing. But I

16:35

just came up with a trusted advisor, mini MBA

16:37

program for our firm.

16:39

And not just for the lawyers, but also for the staff.

16:41

And we have different tracks where you can

16:43

earn credits and get some rewards. but

16:46

it's all with serious training about some of the skill

16:48

building on relationships and how can we build

16:50

trust and that kind of stuff. All the basic, so again,

16:52

it's, I think it's just trying to be creative and

16:55

take something that can engage your

16:57

colleagues in something meaningful

16:59

and they can make progress. They can see they're making progress.

17:02

I love that. I want to touch on something similar

17:04

that we did at the company I was in, few

17:06

years ago. I was part of the leadership team

17:08

in a large travel organization, and

17:11

we had not exactly

17:13

the same issues, but it got down to the same thing. We

17:15

couldn't hire fast enough for the growth, right? We could

17:17

have. and we just didn't

17:19

know what to do. and what we ended up doing is we

17:22

built our own academy, like literally actual

17:24

facility, buildings, classes, computers,

17:27

conference rooms, the whole thing.

17:29

That's awesome. And a curriculum that

17:31

we could take people and

17:34

teach them the right way of

17:36

doing things. And for, in our case, was

17:39

how to develop relationships

17:41

and write the right contracts and grow

17:43

their little niche of the business. That

17:45

was one half. The other half is the stuff you're talking about.

17:47

How do you own your business? You

17:50

are right, your own c e

17:52

o, right? Yeah. And yet you're running yourself

17:54

and an assistant, but you're a business

17:56

unit. You're a very small business unit. It's

17:59

a billion plus dollar company, and you're

18:01

running $1.7 million.

18:04

But you're running 1.7 million, which is

18:06

more than the vast majority of people on the planet,

18:09

right? And so you better know how to run it. So

18:12

I think it's so important to understand

18:15

that most people, I'm now quoting,

18:17

a friend of mine who is also a really smart

18:19

business consultant that says, I

18:22

don't know a single person that goes to work

18:24

in the morning and says, I really wanna suck

18:26

today. Most people

18:29

go to work saying, I want to do

18:31

something good today. And

18:33

most of the cases when they don't do that, it's either

18:35

because they don't have the right training or

18:37

the right tools or both, right?

18:40

Which means it's on us business

18:42

leaders to make sure they have the right

18:44

training and the right tools so they can do the

18:46

right things at work. So I love the whole

18:48

training setup of it. I just have an interesting question

18:51

for people who are considering this. Who

18:53

built the curriculum, the training, like

18:55

what was the actual process? Because there's people

18:58

have jobs in the company and they're not to

19:00

develop and deliver training curriculum.

19:02

and it's, and it is inter That's a really great question,

19:04

sorry. And I did not fully, appreciate.

19:08

How much that would take to build that out because,

19:11

I, we had a, all of our attorneys

19:13

got together for a retreat to launch the vision

19:15

last year, and then we did follow on town halls

19:17

with all our staff, and that was like, say April.

19:20

And of course I'm like, and we're gonna help you

19:22

and we're gonna have this trusted advisor

19:24

mini b a and it's gonna kick off this fall. And

19:27

then it's oh wait, we have to actually, put

19:30

words, get, put action behind it. And we

19:32

have, we have a professional development, direct

19:34

director, but really it's not focused

19:36

on things like this. It's been more just basic

19:38

kind of things. And so literally, my

19:40

chief of staff and I just started. and

19:43

our chief administrative officer started building

19:45

out like, what could this look like? And we just have to

19:47

get it started. not the whole arc

19:50

of, cuz I love your academy. I think that

19:52

is brilliant. And we did not, we knew we weren't

19:54

gonna have that ready and baked for the

19:56

fall, but we really started saying, okay,

19:58

let's break this into three tracks. One was

20:00

for the. The shareholder, the partner

20:02

level attorneys, and we made those

20:04

in person with outside consultants.

20:06

People they'd get to fly into a city for an afternoon

20:09

and the next morning and then fly home. then

20:11

we had training for the younger lawyers and

20:13

our paralegals that next level. And

20:16

that was more virtual, but it was live virtual. Yeah.

20:18

and with follow on and with activities

20:21

and we're doing it over the months of the fall. And then

20:23

for staff and business services, we actually had

20:25

in-person activities and training

20:28

in each. Office around the firm by

20:30

different leaders, and we built out the

20:32

curriculum, really built around that

20:34

macer book about trusted advisors, but

20:36

just using some of the trust equation, basic

20:39

stuff. But after we got it launched

20:41

and we had a lot of good feedback for the fall and from

20:43

the fall, and even some things we could do better, which we've

20:45

learned from. But it became clear to us we

20:47

have to get a professional to help us. So we actually

20:49

have now hired a talent, a director of talent development,

20:52

and she had a lot of expertise in this and

20:54

she's now building out, we're doing some

20:56

stuff in the spring, but she's really building out almost

20:58

like your academy type concept. So

21:01

absolutely agree. It takes a lot of work and effort

21:03

and we've realized we needed a professional to help us internally

21:06

to do it.

21:08

So I love everything you're saying. I want to drill

21:10

one layer deeper. Yeah. What's.

21:13

In the curriculum, what are the things

21:16

categories, right? Obviously we're not gonna teach the course

21:18

now, but what are the big bullet

21:21

points that you teach people

21:24

in order for them to understand

21:28

or how to become a trusted

21:30

advisor? How to actually build

21:34

trust with somebody to the level

21:36

they will give you any task that

21:38

they think you can accomplish. Which is,

21:40

like you're saying, you wanna do this in-house as well as towards

21:42

your

21:43

clients. Yeah. and that was really the

21:45

whole, vision about being trusted advisor

21:47

was because that's what the clients are asking for. there's

21:49

all these resource, all these, surveys in the

21:51

legal industry that, you know, Buyers

21:54

of legal services, the general councils and city,

21:56

they're looking for people who know their industry,

21:58

who know their business and are providing

22:01

strategic advice. the world's much more complex

22:03

than it was yesterday, than it was last

22:05

year. just as we've, talked about, for our shareholder

22:08

level, we've really spent a lot of time building,

22:10

training around confidence. and,

22:12

and like we're, cuz we're thinking like, how do we play up

22:14

into the bigger relationships, the deeper

22:16

relationships, confidence and communication,

22:19

business acumen, how do you translate

22:21

legal principles into business

22:24

strategy? Not because you've got

22:26

a project you're working on, but to really help identify

22:29

risks, that clients could be facing

22:31

because you know their industry. So we

22:33

really focused it a lot about that client

22:35

communication, relationship building, understanding

22:37

industries. How do you do that? for

22:40

the younger lawyers, it really was more

22:42

built into. Things like

22:44

networking and also effective

22:46

communication and relationship building.

22:49

and at the very early levels, like I came into

22:51

working at a law firm, I didn't know anybody in the

22:53

city I'm in. I didn't know anything. So

22:55

it's really like, how do, what do you do? you

22:57

can't just say, go develop business. cause the.

23:00

Particular profession, at least our firm, you're

23:02

not going out and just doing cold call sales stuff.

23:04

Although some firms do that's fine. That just

23:06

hadn't been our culture. so we're just trying to help with that.

23:08

And then with business services and staff,

23:10

we really did take apart this

23:12

trust equation. But how can you build trust? How

23:14

can you own projects? how can

23:16

you, give feedback? So it's very specifically

23:19

tailored to what we have, we're really trying to accomplish.

23:22

And now we're. Like looking at the 2.0

23:25

of that, it's really more refining it,

23:27

in the different areas. So I

23:29

love this. So

23:30

if we go back and break this, the

23:35

logic is obvious, right? The why we covered,

23:37

right? But then the how is more

23:40

of a view of, I

23:43

always like the FRO two. equation,

23:45

and I think it's, Jim Collins came up with

23:47

the FRO two, yes equation. Like

23:49

you, you wanna go from where

23:52

you are right now to where you want to go,

23:55

and that's the first thing you gotta define. And I love

23:57

the way you define it. It's not the same for everybody

23:59

in the company. There's different fro twos

24:01

for different people, depending on the role, depending

24:04

on their level, depending on their experience and their seniority,

24:06

et cetera. So if you break it out into bucket

24:09

and say, okay, for this bucket, this

24:11

is the FRO two, the second bucket, this is

24:13

it. Once you map that,

24:15

now you can actually start

24:18

defining what are the steps, how many hours,

24:20

what's the physical location like, all these kind of

24:22

things to get the best outcome. So

24:24

I love all of this. And then you said something that is. Maybe

24:27

the most important thing is then

24:29

get feedback and do it again. Oh. And get more feedback

24:31

and do it again, because I can get, I

24:33

think the biggest fear people have is I don't get it

24:35

right. It'll be such a huge waste of resources,

24:38

time, money, blah, blah, blah. And I'm like, yeah,

24:40

that you, I can guarantee you are not gonna get it

24:42

right in. Or in the first time around. But

24:44

if you don't do the first and second time, that's gonna be

24:46

not great. And then the second one's gonna be okay, and

24:48

then the third one's gonna be good. And then the fourth

24:50

one's gonna be, oh my God, this was excellent. You will never

24:53

get to the excellent one if you don't do the first one,

24:55

it's gonna be okay.

24:56

Yeah, no, I totally agree. And it's really

24:58

challenging. I, most people like this, but certainly

25:00

lawyers are on the end of the spectrum about they

25:03

gotta know more than everyone in the room. Or at least they think

25:05

they know more than everything in the room and they, it's

25:08

gotta, they don't wanna mess up. You don't wanna make mistakes.

25:11

Yeah. but that's how you learn. That's how you get better.

25:13

And it's funny you say that cuz one of our in-person

25:16

training sessions we did last fall, I was just on

25:18

a call with, the individual. So

25:20

professor at, Northwestern and

25:22

with our new talent development director and we

25:24

were talking about like his next program

25:26

and we were very specific talking about, this is some of the

25:28

feedback, this really. Hit

25:30

home. This was, some things didn't

25:33

really connect. How can we build this going

25:35

forward? so I absolutely think that's critical.

25:38

and I also agree the

25:40

here to there, the from too, or, how

25:42

do we get from here to there? You've gotta paint that vision

25:44

of the, there, the outcome you want, and then back

25:46

it up. And so we are, now that we

25:49

are, really. More than just getting it launched.

25:51

We're thinking about like in the context of

25:53

training, like the level 1 0

25:55

1 course and 2 0 1 and 3 0 1.

25:57

you, but there will be a stepping stone approach

25:59

to get to the outcome

26:01

we want. and so we're really trying to be intentional

26:03

about that. So I totally agree. I think you're spot on with

26:05

what you said. Isar, I gotta

26:08

ask

26:08

you Yeah. One more follow up question that I'm very

26:10

curious about. Yeah. What's

26:12

the tangible outcomes

26:15

you can actually measure? Yeah,

26:17

because you started almost a year ago, right?

26:20

do you already see stuff you're

26:22

saying, oh, I can see this,

26:24

and this happening in this sector of

26:26

the company. And

26:28

it's obviously a direct outcome

26:30

of the effort that we put in. Yeah.

26:32

Yeah. and you're, you. That's another obviously

26:34

great important, very important leadership

26:37

principle that, we launched a strategy, but again,

26:39

it's just words on the paper. I wanna be held accountable.

26:41

So I put some very specific measures. and

26:43

the three big ones, as it relates to your question

26:46

that we did, we were, we want to increase

26:48

the number of what we call our strategic clients, which

26:50

are really clients where we do business

26:52

in more than one, just one business area.

26:55

So we had a definition of what that means. we

26:57

wanted to improve our brand awareness

26:59

in the industry and we wanted to improve

27:02

our employee engagement. And we had some financial

27:04

metrics and we actually. Last

27:06

year was a record year. And of course I'm tying connecting

27:08

it back to the people doing. I think people taking

27:11

some of these steps is translating,

27:13

you, it's hard to always connect the dots, but

27:15

to see, look, we tell you to do this, y'all are doing

27:18

it, you're bought in. And now we're driving financial

27:20

performance. That's great. But on those other three

27:22

targets, at least in the first, nine months to

27:24

12 months of this, we just, got

27:27

our latest, employee engagement surveys

27:29

up and we were up in every category. and,

27:31

still areas for improvement. but they were all,

27:34

75% or above were

27:36

positive or, whatever the top two

27:38

categories of a five point scale. So we've

27:41

made improvement over year, our brand

27:43

awareness. We have an external source that

27:45

does brand awareness and it's not. What

27:47

do you think about Baker Donaldson? It's really just talking

27:49

to buyers of legal services. Who do you use

27:51

and trust? So it's more of a, yeah. and we

27:53

increase that by, from like the

27:56

80th best brand in the legal market to

27:58

68, something like that, year over

28:00

year. and then we have. Incrementally

28:03

moved. It's like from 12% to 12.5%

28:05

of strategic clients, after the, but it's at

28:07

least it's going the right direction. Yeah. And this year

28:10

is really a big focus on what that means

28:12

and how to do it. So all that to say, we absolutely put

28:14

measures in that. We think it's

28:17

always hard with the lead measures, lag measures.

28:19

But we tried to put some things out there that

28:21

we thought, if this is happening,

28:23

we can tie it back to some of the stuff we're doing.

28:26

so far, so good. It's been a good first year.

28:29

I love that. I, and I love your point about

28:31

leading indicators versus lagging indicators.

28:33

Yeah. And you've gotta be very careful with what you measure

28:36

and when you measure it. For us, again, going back

28:38

to the academy example, yeah. In the beginning

28:41

it creates sometimes more noise

28:43

than good. Cuz the people who go

28:45

through the academy now has a different kind

28:47

of knowledge and a different focus and suddenly people who

28:49

didn't. And that creates friction

28:51

within the company. But what happened was,

28:54

Is that within three

28:57

to four years, most

29:00

of middle management, most of

29:02

middle management were people who went through the academy.

29:05

Got, and that was a game changer. And

29:07

the crazy thing is since then, that company has been

29:09

acquired and it's been through a

29:11

merger and it's been, and still a lot

29:13

of people in the middle management in the new unified

29:16

company, these people who've been through the academy

29:18

10 years ago. that's great. and that proves the

29:20

point that. In

29:23

the long run. Going back to what I said in the beginning, and

29:25

I swear I didn't plan this, but we went full

29:27

circle in the long run. If

29:29

you invest in these kind of things, yeah, it

29:32

works. And like you said, sometimes

29:34

you can see immediate

29:36

outcome. Sometimes you, sometimes

29:39

your, even your employee engagement survey will

29:41

show you negative results because people

29:44

are in that change process and people don't

29:46

like change. And But if you trust

29:48

the process and you're really figuring

29:51

out a better capabilities,

29:53

better skills, better mindsets, better

29:55

culture, better everything

29:58

for your employees, in the long run, it

30:00

will pay off.

30:01

you've, we could unpack this for hours because

30:03

the whole change management piece is

30:05

really important. Cause as you said, even like with

30:07

a law firm, it's been done generally the

30:09

same way for a hundred year, a hundred years, But to

30:12

have that pivot to, I talk about thinking

30:14

about our firm as a best run business,

30:16

like our clients. Think about it. And that

30:18

has heightened expectations, right? Of re

30:21

I've gotta show you the return on investment

30:23

that I'm investing in this mini

30:25

M B a, but what's the return

30:27

and what's the expectation and the accountability.

30:29

And so it is, it does go,

30:32

it does tie, hand in glove, I think to

30:34

exactly what you're saying with the academy. Like you had to

30:36

get folks bought in. That

30:38

this is meaningful and you had to spend the money

30:40

to build it out without maybe seeing

30:42

the results immediately. but that's, but now

30:44

you look back years later and you can have

30:47

the satisfaction that it made the difference in people's

30:49

lives, right? Yeah. Yeah.

30:52

Tim, fascinating conversation.

30:54

Oh yeah. I really thank you. This was, oh, Very

30:56

eye-opening. I think you're doing really

30:59

important stuff, and again, you're seeing the results,

31:01

but anybody out there who's considering this, there

31:03

were a lot of great tips from Tim on,

31:05

on how to think about it, how to execute

31:08

on it, little steps along the

31:10

way. Tim, if people wanna follow you

31:12

to know more and what you're doing and how you're doing it, if they

31:14

wanna work with a law firm, like what's the best way to connect

31:16

with you, follow you, and so on.

31:18

Sure. Yeah. I am on Instagram with my name and

31:20

then, the firm is Baker Donaldson, b

31:22

a k e r d o n e

31:24

l s o n.com,

31:26

which you can find me there. And then I did launch

31:29

earlier this year, a nonprofit called

31:31

Everybody leads.org. and

31:33

that website is up and they'll have content about

31:35

leadership. That whole approach of what I'm trying

31:37

to do there is take some of these basic leadership

31:40

skills into underserved communities, but

31:42

I am putting content. And workbooks

31:44

and things like that up there as we build it out.

31:46

So that would be another place to check and certainly can

31:48

contact me through that website as well.

31:51

Fantastic. Thank you so much. This was

31:53

really great. I appreciate your time. Enjoy

31:55

the long weekend.

31:56

Yes, you too. Thank you. I really did

31:58

enjoy this as well. Isar, keep doing what you're

32:00

doing. You're doing good work, man. Thank you.

Rate

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.
,

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features