Artwork for podcast Ten Golden Rules Internet Marketing for Law Firms Podcast
184: Disney-Inspired Law Firm Growth with Deliver Service Now Founder Vance Morris
Episode 18424th February 2026 • Ten Golden Rules Internet Marketing for Law Firms Podcast • Ten Golden Rules
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What if your law firm ran with the precision of Disney and delivered experiences clients rave about? Jay and former Disney leader and current Customer Experience Strategist Vance Morris reveal how systems, scripting, and intentional client journey design create five-star experiences that drive referrals, loyalty, and premium positioning. From operational discipline to emotional connection, they break down how personal injury and estate planning attorneys can “Disney-fy” their firm without gimmicks. The takeaway is simple and powerful: systems create freedom, consistency builds trust, and magical moments turn clients into evangelists.

Key Topics

03:26 – Vance’s path into Disney and discovering the real “secret sauce” behind the magic

03:56 – Why systems and processes unlock creativity and client experience

06:45 – Create a Client Journey Map with Disney-Level Touchpoints – Learn how mapping every client interaction from the client’s perspective reduces friction, increases show rates, and builds trust before the first meeting even happens.

10:26 – Install an Onstage Backstage Intake Culture – Discover how separating client-facing behavior from internal operations creates consistency, eliminates experience leaks, and builds professional trust from moment zero.

14:48 – Operationalize Your Core Standards – Understand how defining and ranking core standards like safety, courtesy, and efficiency gives your team a decision-making framework that improves alignment and client confidence.

18:56 – Add Magical Moments That Clients Brag About – Explore how to engineer emotional connection through celebration moments, surprise touches, and intentional hospitality that generate referrals without asking.

21:56 – Build Systems That Guarantee Consistency, Not Heroics – Learn why small missed details compound into negative experiences and how documented systems increase consistency, scalability, and even firm valuation.

27:16 – Tune into The Golden Rapid Fire questions for Vance.

Resources Mentioned

Free Audit of Your Digital Marketing - Visit tengoldenrules.com and either fill out the form or start a chat and mention the Free Audit.

Get your copy of 52 Ways to Wow Your Customer Without Breaking the Bank from Vance at https://wow52ways.com/

Technology

  1. Boomerang (Email App) – https://www.boomeranggmail.com


Books

  1. Unreasonable Hospitality – Will Guidara – https://a.co/d/01VlZGg4
  2. How to Get a Meeting with Anyone – Stu Heinecke – https://a.co/d/08pC6QIw


About our Guest:

Vance Morris is a customer experience strategist, speaker, and consultant who helps service-based businesses stand out by turning everyday service into memorable, profit-driving experiences.

With over a decade at Walt Disney World, Vance developed his Return on Experience® system to help businesses create service cultures that inspire loyalty, referrals, and premium pricing. Through his Systematic MAGIC™ approach, he shows teams how to deliver consistent, high-impact experiences without burnout.

Vance works with service businesses across industries through workshops, keynotes, and consulting, helping them grow by elevating customer experience into a competitive advantage.

Learn more at vancemorris.com or deliverservicenow.com or connect at vance@deliverprofitsnow.com


About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

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Subscribe to Ten Golden Rules on YouTube

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Transcripts

Vance Morris:

So I went. I worked for Disney for a little

Vance Morris:

over 11 years, primarily in their resorts and hospitality

Vance Morris:

divisions, and was on the opening team and design team for

Vance Morris:

a couple of their attractions. And really found the secret

Vance Morris:

sauce to Disney, aside from all the smiling people and the

Vance Morris:

characters and everything, is that the whole place runs on

Vance Morris:

systems and processes, and they have a system and process for

Vance Morris:

everything. I mean, you want to change a bus tire, they got a

Vance Morris:

process for it carry a tray in a restaurant. And what I found out

Vance Morris:

was that if you follow the systems, it actually gives your

Vance Morris:

brain more capacity to go and do all the nice things that Disney

Vance Morris:

is known for. So your job actually becomes kind of like

Vance Morris:

muscle memory and rote and everything, and you now have

Vance Morris:

time to pick up the trash and do autographs and take pictures,

Vance Morris:

because you know your system so well.

Jay Berkowitz:

Good morning, good afternoon, good evening,

Jay Berkowitz:

whatever time this podcast finds you. Welcome to the 10 golden

Jay Berkowitz:

rules, Internet Marketing for law firms podcast. Great guest

Jay Berkowitz:

today, as always, short commercial and into the guest.

Jay Berkowitz:

So today's podcast is brought to you by 10 golden rules, because

Jay Berkowitz:

a lot of times we do these podcasts, or I'm interviewed

Jay Berkowitz:

somewhere, and people say, but what do you do? Exactly, so 10

Jay Berkowitz:

golden rules is an internet marketing company for law firms,

Jay Berkowitz:

and we do beautiful websites, SEO and pay per click

Jay Berkowitz:

management, local service, ads, social media. We do a lot of

Jay Berkowitz:

video, and we're very focused on AEO, answer engine optimization,

Jay Berkowitz:

the new AI SEO for Google and chat GPT, and we do newsletters,

Jay Berkowitz:

and we help people with intake and conversion and Google

Jay Berkowitz:

reviews and five star operations. So in addition to

Jay Berkowitz:

the digital marketing piece, we help the law firms really get to

Jay Berkowitz:

the next level. So if you're interested in talking about 10

Jay Berkowitz:

golden rules, just go to our website 10 golden rules and do a

Jay Berkowitz:

chat or fill out the form, and in the comments, put free audit.

Jay Berkowitz:

And we'll do a free audit of your digital marketing, and

Jay Berkowitz:

we'll compare you to your top three or four competitors in

Jay Berkowitz:

your market. Happy to show you how you do it in the

Jay Berkowitz:

marketplace. So type free audit in the form and maybe put a

Jay Berkowitz:

note, hey, I was listening to your podcast, and I'd love to

Jay Berkowitz:

talk to you about marketing. So with that, I'm super happy to

Jay Berkowitz:

introduce Vance Morris from deliver service now. And the

Jay Berkowitz:

coolest thing is, my mastermind group got a behind the stage

Jay Berkowitz:

tour in Disney Orlando, and we got to go on a bunch of rides,

Jay Berkowitz:

and we got to see the back end of Disney, and we got the VIP

Jay Berkowitz:

Excel right through the park, and we got to learn a lot about

Jay Berkowitz:

the Disney Magic. And right around the same time, I was

Jay Berkowitz:

introduced to Vance, who is one of the experts who helped build

Jay Berkowitz:

Disney's behind the scene magic, and today we're going to talk

Jay Berkowitz:

about how to disneyfy your law firm and the Disney experience.

Jay Berkowitz:

So Vance, welcome to the 10 golden rules Internet Marketing

Jay Berkowitz:

for law firms podcast.

Vance Morris:

I appreciate it, Jay. We'll have some fun and

Vance Morris:

hopefully drop a few good golden nuggets for your listeners.

Vance Morris:

Yeah.

Jay Berkowitz:

So tell us a little bit about the magic. How

Jay Berkowitz:

did your career start out? And tell us about the Disney

Jay Berkowitz:

Experience? Sure.

Vance Morris:

So I had a really hard interview to get into

Vance Morris:

Disney. My old college roommate was a recruiter there, and I was

Vance Morris:

living in Massachusetts, couldn't stand the weather.

Vance Morris:

Called him up. Said, Hey, do you have anything for me? And he

Vance Morris:

said, Sure, come on down. So that was the peasy. Yeah, it's

Vance Morris:

not gonna happen to anybody today. I can pretty much

Vance Morris:

guarantee that you

Jay Berkowitz:

gotta like that your college roommate joins a

Jay Berkowitz:

fortune 100 company.

Vance Morris:

Yeah, it worked. So I went. I worked for Disney

Vance Morris:

for a little over 11 years, primarily in their resorts and

Vance Morris:

hospitality divisions, and was on the opening team and design

Vance Morris:

team for a couple of their attractions. And really found

Vance Morris:

the secret sauce to Disney, aside from all the smiling

Vance Morris:

people and the characters and everything, is that the whole

Vance Morris:

place runs on systems and processes, and they have a

Vance Morris:

system and process for everything. I mean, you want to

Vance Morris:

change a bus tire, they got a process for it carry a tray in a

Vance Morris:

restaurant. And what I found out was that if you follow the

Vance Morris:

systems, it actually gives your brain more capacity to go and do

Vance Morris:

all the nice things that Disney is known for. So your job

Vance Morris:

actually becomes kind of like muscle memory and rote and

Vance Morris:

everything, and you now have time to pick up the trash and do

Vance Morris:

autographs and take pictures, because you know your system so

Vance Morris:

well, so it gives them that

Jay Berkowitz:

works for every business, right? Oh, yeah, it

Jay Berkowitz:

does. We've developed SOP standard operating procedures at

Jay Berkowitz:

10 golden rules, and we've refined them over 22 years, and

Jay Berkowitz:

when we do a good job. Up training what our employees, and

Jay Berkowitz:

they know exactly what to do. And if we find a better way to

Jay Berkowitz:

do it, we rewrite the SOP, yep. So if it's something like a

Jay Berkowitz:

client comes to us and says, Oh, we're opening a new location,

Jay Berkowitz:

and we need to get a new Google Maps or Google business profile,

Jay Berkowitz:

we have a checklist. It's in our software. We can assign it to

Jay Berkowitz:

three different people. It's going to get done the same way.

Jay Berkowitz:

And if somebody makes a mistake, we could take them back through

Jay Berkowitz:

the training and take them back through the checklist. It's the

Jay Berkowitz:

secret of any good business. But I guess that's the secret sauce

Jay Berkowitz:

behind the

Vance Morris:

Magic Kingdom. I'm always amazed at how many people

Vance Morris:

don't have a system. And every time it's by the seat of your

Vance Morris:

pants, get it done. Sure you get it done. But boy, could it have

Vance Morris:

been a better experience because you're having to think about

Vance Morris:

everything. So I mean, you mentioned checklists, 100%

Vance Morris:

airline pilots, they got a checklist before the plane takes

Vance Morris:

off. It's universal. Here in Maryland, I own three home

Vance Morris:

service businesses, and each one of those has systems and

Vance Morris:

processes in place to keep it running, marketing systems,

Vance Morris:

operation systems, experience systems, and without them, I

Vance Morris:

wouldn't be able to be doing this interview today, because

Vance Morris:

systems give me freedom to come and go as I choose from that set

Vance Morris:

of businesses, because I have a general manager in charge and I

Vance Morris:

don't have to be in there every day. Actually do about 90

Vance Morris:

minutes a week in those three businesses.

Jay Berkowitz:

That's awesome. I love it. So Vance and I

Jay Berkowitz:

brainstormed a little bit before this, and we worked off his book

Jay Berkowitz:

and we created five ways that personal injury firms can have

Jay Berkowitz:

practical takeaways from Disney magic to running your law firm,

Jay Berkowitz:

the first one is create a client journey map with Disney level

Jay Berkowitz:

touch points. And why don't you expand on that

Vance Morris:

Sure thing? And it's not sexy, certainly, and it

Vance Morris:

will take a little bit of time, but it is vital to the entire

Vance Morris:

process of creating experiences for your clients. So what you

Vance Morris:

want to do is map out every single point where a client

Vance Morris:

touches your business, where you have an interaction. Maybe the

Vance Morris:

first one is you answer the telephone, great. So you put

Vance Morris:

that in block number one, and then you go on to say, how do

Vance Morris:

you answer the telephone? And then second step might be to

Vance Morris:

have an appointment in your office. Okay, great, that's from

Vance Morris:

your point of view. But what about from the customer's point

Vance Morris:

of view between phone call and office visit, there's a period

Vance Morris:

of time they're waiting. So that second step is really the

Vance Morris:

customer waits. And what can we do within that wait period to

Vance Morris:

help further the sale and make sure that they're going to come

Vance Morris:

to the first meeting. One of my clients is a financial advisor.

Vance Morris:

One of the problems she had getting people to the initial

Vance Morris:

meeting was nobody could find her. She was in this big office

Vance Morris:

building 50 tenants, and people were getting lost and granted,

Vance Morris:

the building had really bad signage. So what she did was

Vance Morris:

create a video. She got one of her advisors, got in the car

Vance Morris:

with a camera, drove all the way into the parking lot, parked in

Vance Morris:

the spot that they were supposed to be parking in, got out,

Vance Morris:

walked them up through the lobby, show them how to press

Vance Morris:

the up button on the elevator, tell them which button to push

Vance Morris:

to get on the right floor, and then walk them all the way

Vance Morris:

around to the office. So they had a what we call a road bump

Vance Morris:

or friction in the process, and by doing this video, they

Vance Morris:

completely eliminated that. And they send that out actually

Vance Morris:

three times between the phone call and the meeting, and making

Vance Morris:

sure that getting lost is not one of the reasons that somebody

Vance Morris:

doesn't show up to the meeting. And I think one of the things

Vance Morris:

too, is the in office experience. What does that look

Vance Morris:

like, and is it congruent with the fees that you're charging.

Vance Morris:

When I first met this client, she had somebody had asked me,

Vance Morris:

you know, would you like cup of coffee? I said, Sure, and they

Vance Morris:

come out with a little four ounce Styrofoam Dixie cup of

Vance Morris:

coffee and a little package of fake creamer. And I was like,

Vance Morris:

well, this isn't really congruent with this beautiful

Vance Morris:

office and the high fees that they charge. So we went and we

Vance Morris:

created a experience out of welcoming them to the office. So

Vance Morris:

the receptionist will come out and she'll present the prospect

Vance Morris:

with a menu. And on one side are six different bottles of water,

Vance Morris:

three, still, three sparkling. On the other side of the menu

Vance Morris:

are all the coffee drinks that they can make for you, and

Vance Morris:

everybody in the office is trained on how to make the

Vance Morris:

coffee drinks, and so you have to script the entire thing when

Vance Morris:

you've got them coming in.

Jay Berkowitz:

I love it, and we've all been to maybe one

Jay Berkowitz:

office like that in our lifetimes. And it's subtle, and

Jay Berkowitz:

you probably don't realize that at. Time, but you probably

Jay Berkowitz:

bought from that company because it created immediate trust. So

Jay Berkowitz:

you explained when I took the notes, you said, why this works,

Jay Berkowitz:

because predictability reduces anxiety, a well designed journey

Jay Berkowitz:

increases retention and five star reviews, 100% All right.

Jay Berkowitz:

Well, next up is install it on stage backstage. Intake culture,

Jay Berkowitz:

Yep, yeah.

Vance Morris:

100% so in Disney terms, on stage is where all the

Vance Morris:

guest activity happens. They go to their hotel rooms, they're in

Vance Morris:

the theme parks, driving around on the monorails. Backstage is

Vance Morris:

all the stuff you don't see, the trash getting taken out, the

Vance Morris:

deliveries being made, employees taking breaks, and things like

Vance Morris:

that. And in our practices, we have to do that as well, and

Vance Morris:

separate our on stage and our off stage, because every detail

Vance Morris:

in your business is either enhancing or detracting from the

Vance Morris:

experience. There is no middle ground. So if you got dusty

Vance Morris:

house plants, well, that's detracting from the experience.

Vance Morris:

If Marge at the front desk likes extra onions on her subway sub,

Vance Morris:

and you let her eat at the front desk, that's what your reception

Vance Morris:

area is going to smell like. So you have to really look at where

Vance Morris:

people are doing things your employees. So do you have a

Vance Morris:

separate break room? And then you also want to make sure that

Vance Morris:

your employees are set for success. How do they look when

Vance Morris:

they walk in? What do they do when a customer walks in? Do

Vance Morris:

they just kind of sit there and wait for the prospect to walk

Vance Morris:

up? Or do they stand up and they're in a nice, crisp

Vance Morris:

uniform, or at least professional dress, and saying,

Vance Morris:

Hey, welcome to the firm. The attorney will be right with you.

Vance Morris:

Can I get you something to drink? And here's our menu. You

Vance Morris:

have things that flow. I mean, these are workflows. These are

Vance Morris:

different ways to keep things going, and it's a system. And so

Vance Morris:

you do need scripts. They're vital. I mean, there's no movie

Vance Morris:

ever made in the world that didn't have a script attached to

Vance Morris:

it, and without one, the show won't go on. And you can not

Vance Morris:

deviate from the script, but you can certainly enhance the script

Vance Morris:

with your personality. So it's not like your employees are all

Vance Morris:

robots or anything like that. But here's the script, and okay,

Vance Morris:

you've got a little bit of sarcastic side to you. If you

Vance Morris:

want to use a little bit of sarcasm, fine, great. That's who

Vance Morris:

you are. That's certainly not a problem. But when you eliminate

Vance Morris:

the inconsistency and when you eliminate the things that are

Vance Morris:

not congruent, you're boosting client trust. You're eliminating

Vance Morris:

what I call the sales prevention department, or the service

Vance Morris:

prevention department, and you really just have everybody

Vance Morris:

singing off the same page, and that's how Disney does it. I

Vance Morris:

mean, they got 85,000 employees at Disney, at least in Orlando,

Vance Morris:

and if they can get 85,000 to do it, I think we can get our 10

Vance Morris:

person office to do it.

Jay Berkowitz:

So you create scripts, develop performance

Jay Berkowitz:

standards. They have daily huddles at Disney, and a lot of

Jay Berkowitz:

business operating systems, you have daily huddles or Eos, we

Jay Berkowitz:

have our weekly l 10 meeting. And you said, why it works? It

Jay Berkowitz:

creates consistency, increases conversion and boost clients

Jay Berkowitz:

trust,

Vance Morris:

yeah, 100% and the daily huddles are vital. It's

Vance Morris:

not a meeting by any stretch. So nobody sits down. There's no big

Vance Morris:

agenda. It's a five minute. Hey, here are the clients who are

Vance Morris:

coming in. Here are the prospects who are coming in.

Vance Morris:

Let's be ready for them. You know, we're expecting X, Y and Z

Vance Morris:

people to visit the office, so everybody knows what's going on.

Vance Morris:

So yeah, those daily beginning of the day. Huddles are vital to

Vance Morris:

the success.

Jay Berkowitz:

Yeah, when we were on this private VIP tour,

Jay Berkowitz:

we arrived at one of the buildings and there was two

Jay Berkowitz:

bright, cheery employees outside. The bus drivers were

Jay Berkowitz:

our guides, the van drivers. But yet these two bright, cheery

Jay Berkowitz:

young employees had water for us, snacks. They were sort of

Jay Berkowitz:

debriefing us on the ride we were going on, and they were

Jay Berkowitz:

clearly briefed in advance. Here's the group, here's when

Jay Berkowitz:

they're coming, here's their interests, here's what the pace

Jay Berkowitz:

they're trying to go on, and how many rides like they were as

Jay Berkowitz:

well briefed as our VIP tour guides were. That's two. Number

Jay Berkowitz:

three, operationalize your core standards,

Vance Morris:

yeah, and this is really about who you are and how

Vance Morris:

you're going to do business. And this is a guide post for your

Vance Morris:

employees, and it's also something that will. Really

Vance Morris:

settle your prospect or your clients minds. And Disney has

Vance Morris:

five standards, safety, courtesy, inclusion, show, and

Vance Morris:

the last one is efficiency. And they're in order of importance,

Vance Morris:

because let's take the first one is safety for Disney, if it's

Vance Morris:

not a safe environment, people are not going to have fun.

Vance Morris:

People that don't have fun, they don't spend money. So Disney

Vance Morris:

knows it has to provide a safe place for everyone, and not just

Vance Morris:

ride safety. But I mean, if you've been through a Disney

Vance Morris:

park lately and you're outside of one of the attractions, they

Vance Morris:

have these enormous parking lots for strollers, and there's 100

Vance Morris:

strollers in the parking lot with cameras and purses and

Vance Morris:

everything hanging on. I mean, their worldly possessions are on

Vance Morris:

that stroller, and they just leave it in the little parking

Vance Morris:

lot where anybody could walk up to it. That's feeling safe. I

Vance Morris:

mean, you would never do that in midtown Manhattan. So that's

Vance Morris:

giving them a sense of feeling safe, and they'll be able to

Vance Morris:

enjoy themselves even more.

Jay Berkowitz:

Yeah, the opposite of that, someone was

Jay Berkowitz:

just talking about, they were at an event at a stadium, and they

Jay Berkowitz:

said, This is a beautiful new stadium, but at the corners, it

Jay Berkowitz:

got really compressed, and people started freaking out

Jay Berkowitz:

because there was a big event there and a full crowd. So, I

Jay Berkowitz:

mean, I don't remember a single moment even in those lines the

Jay Berkowitz:

Disney when you get to a section where there's a lot of people,

Jay Berkowitz:

there's a video. You're watching the video, it's teasing you a

Jay Berkowitz:

little bit about what's coming up in the ride. Every little

Jay Berkowitz:

inch of the experience is safe, but it's also like entertaining

Jay Berkowitz:

you, even if you're waiting in line. Yeah, and

Vance Morris:

I think that's one of the things that we talked

Vance Morris:

about it with the customer journey, is you wait at Disney.

Vance Morris:

I mean, that's just the thing you do there. But they've

Vance Morris:

managed to figure out a way to make it not feel so bad. So they

Vance Morris:

have what they call line entertainment, where they

Vance Morris:

entertain you in line, as you said, with videos, interactive

Vance Morris:

stuff. So they can't compress time, but they can certainly

Vance Morris:

make it go by a little faster for you, and so we need to do

Vance Morris:

that in our firms as well. Is to entertain our clients while

Vance Morris:

they're waiting for stuff, waiting for a proposal, waiting

Vance Morris:

for a judge, waiting for whatever. It keeps that

Vance Morris:

emotional connection going between the attorney and and the

Vance Morris:

client. And I think really also the having your standards lets

Vance Morris:

your employees know here's how we make decisions, because it

Vance Morris:

eliminates excuses, and everybody knows that safety and

Vance Morris:

compliance is our number one standard. That's a like I said,

Vance Morris:

that's the guidepost for your employees, and that's the

Vance Morris:

message you're delivering to your customers or clients.

Jay Berkowitz:

Yeah, that's a great point. You just said, they

Jay Berkowitz:

make decisions through those filters, and we run on Eos, the

Jay Berkowitz:

Entrepreneurial Operating System, and they teach us that

Jay Berkowitz:

we developed our four core values. And then we make

Jay Berkowitz:

decisions through the core values. There's a method in

Jay Berkowitz:

determining whether an employee is the right person and right

Jay Berkowitz:

seat, and do they align with the core values. It's a part of our

Jay Berkowitz:

hiring now we go through the core values with prospects and

Jay Berkowitz:

say, Hey, this is what our company values itself on, prides

Jay Berkowitz:

itself on. These are the guideposts that our employees

Jay Berkowitz:

work to. If this isn't a fit for you, you're not going to be a

Jay Berkowitz:

fit for the company. And I've had a few people just like send

Jay Berkowitz:

me a polite email after the first interview to say, and I

Jay Berkowitz:

just don't think this is going to be a fit for me. All right.

Jay Berkowitz:

Number four, at magical moments that clients brag about, yeah.

Vance Morris:

So in other words, you need to be tellable. And

Vance Morris:

this is your word of mouth marketing, which is probably the

Vance Morris:

most powerful out there. You can't buy this kind of exposure.

Vance Morris:

And in order to be tellable, really, at the end of any

Vance Morris:

interaction with you, you want your client going out to the

Vance Morris:

world and saying, oh my god, you'll never guess what happened

Vance Morris:

at the attorney's office today. Because nobody has that

Vance Morris:

conversation when they go home and maybe they just got their

Vance Morris:

oil change they sit down at dinner with the family. Hey,

Vance Morris:

honey, you'll never guess what happened at the oil change

Vance Morris:

today. That conversation didn't happen because it's boring, it's

Vance Morris:

mundane, and there was no surprise or magical moment to

Vance Morris:

any of it. Now, if you're able to create one of those in your

Vance Morris:

office now, you give something for your clients to talk about.

Vance Morris:

I mean, they're going to talk. We might as well give them the

Vance Morris:

script of what we want them saying about us and where we

Vance Morris:

want to really connect with them. Is that first moment. I

Vance Morris:

call it moment zero. It's like that first seven seconds where

Vance Morris:

somebody is interacting with your office, where they are

Vance Morris:

making the. Decision whether they're going to move forward or

Vance Morris:

not with you. We all get that kind of that gut feeling like,

Vance Morris:

Okay, this sounds right for me, or the opposite. It's like,

Vance Morris:

yeah, no, I don't. I'm just I'm good. Thank you. And there's

Vance Morris:

lots of ways you can create these emotional connections, and

Vance Morris:

I'm not saying in a woo, woo way, but if you can get a client

Vance Morris:

emotionally connected to your firm. They're somebody who's

Vance Morris:

going to become an evangelist. They're going to become a raving

Vance Morris:

fan for you and sing your praises to all of their friends

Vance Morris:

and neighbors. Like I said, if you're doing a Zoom meeting, one

Vance Morris:

of the things I do is I send coffee in the mail to somebody

Vance Morris:

before the meeting, so that they can have a cup of coffee, and we

Vance Morris:

can have a virtual cup of coffee together, and they actually have

Vance Morris:

the coffee. Or you can send them a Door Dash. Maybe we're having

Vance Morris:

a lunch meeting and you're 1000 miles apart. Great, send them

Vance Morris:

Door Dash. And hey, lunch is coming up to your office. We're

Vance Morris:

going to be able to have a nice lunch meeting. The biggest thing

Vance Morris:

that a couple of my clients do are, hey, we just settled the

Vance Morris:

case, or we just won the case, and they have a giant

Vance Morris:

celebration in the office a lot of people. They might be single,

Vance Morris:

they might not have a lot of friends, or if they're elderly,

Vance Morris:

maybe their friends have died, and for somebody to throw them a

Vance Morris:

party is just that's continuing that emotional connection and

Vance Morris:

giving them something to talk about, but it is just going to

Vance Morris:

sit with them forever. Oh, my God, my lawyer threw me a party.

Vance Morris:

I mean, how many times do you hear that being said?

Jay Berkowitz:

And by the way, you can film it and send them

Jay Berkowitz:

the link, and then they're going to share it with a bunch of

Jay Berkowitz:

their friends.

Vance Morris:

Oh, god, yeah, yeah. 100%

Jay Berkowitz:

create emotional attachment and referrals without

Jay Berkowitz:

even asking. I love it, yep, all right. Number five build systems

Jay Berkowitz:

that guarantee consistency, not heroics.

Vance Morris:

Yeah, it is the little things that seemingly

Vance Morris:

screw up businesses. And it's not just one thing, you know. So

Vance Morris:

I mean, if you go and you have an experience at a restaurant,

Vance Morris:

let's say, and the French fries are cold, and then you ask for a

Vance Morris:

new French fries, and they bring it out, okay? So that was just

Vance Morris:

one little thing, and if that's the only thing that happened the

Vance Morris:

entire meal, you probably forget about it. And they were nice,

Vance Morris:

and they brought fresh fries out so you were satisfied. But if

Vance Morris:

the server came out, and maybe they weren't exactly pleasant,

Vance Morris:

they brought you the wrong drink order, you asked for dressing on

Vance Morris:

the side for your salad, and they slapped the dressing on top

Vance Morris:

of it. And detail after detail after detail gets missed. That

Vance Morris:

stuff compounds. And now at the end of the meal, you're just

Vance Morris:

pissed off, you're ready to leave the restaurant. Give me

Vance Morris:

the check I want to get out of here. And if you have a system

Vance Morris:

that takes care of all of those little points, you're going to

Vance Morris:

guarantee consistency, and you're going to guarantee an

Vance Morris:

incredible experience. While it's not heroics, you are making

Vance Morris:

your employees look like heroes. Because, I mean, the best meal

Vance Morris:

for me is for me not to even notice the server when they come

Vance Morris:

around. I mean, they just know exactly the right timing to

Vance Morris:

refill my wine glass. They know exactly the right timing to

Vance Morris:

clear the plates or ask for the dessert order. Those are the

Vance Morris:

best meals that I have. We do this in our offices, again,

Vance Morris:

having checklists, having the system to put it together. It

Vance Morris:

gives you a document for training, and now it also gives

Vance Morris:

you a document for reviews. So instead of comparing Sally to

Vance Morris:

Steve, you know, Hey, Steve, does it this way, you might want

Vance Morris:

to copy that. No, it's now comparing Sally to the

Vance Morris:

standards. Hey, Sally, you know, you're doing about 90% of

Vance Morris:

everything we have in the standards. You're doing a great

Vance Morris:

job. Here's where you can improve. So now your checklist

Vance Morris:

now your SOPs now have a second function, which is great. How do

Vance Morris:

we measure our employees performance? And if you are not

Vance Morris:

the person that is doing this stuff, maybe you're the top dog,

Vance Morris:

and you don't really get a chance to do these checklists

Vance Morris:

and things like that, you need to at least check once in a

Vance Morris:

while and do a quality assurance check. I do this with my

Vance Morris:

businesses. Once a month, I'll drive to job sites and make sure

Vance Morris:

everything is going the way I expect it to. And when you have

Vance Morris:

systems now, it's so much easier to grow because you the system

Vance Morris:

doesn't change. It's just you got more people working in the

Vance Morris:

system, it becomes your training tool. So the systems and

Vance Morris:

processes have so many different things that you can use in your

Vance Morris:

practice that it's silly not to have them, not to mention it

Vance Morris:

adds a significant multiple to the value of your company if you

Vance Morris:

have systems and. Place, and last number I heard was anywhere

Vance Morris:

between 1.5 and 2.5x the value of the business added just

Vance Morris:

because you have documented systems. So for any other reason

Vance Morris:

now, when you go to sell your practice is more valuable,

Vance Morris:

awesome.

Jay Berkowitz:

Quick review five inspired strategies to disneyfy

Jay Berkowitz:

your law firm. Number one is to create a client journey map with

Jay Berkowitz:

Disney level touch points. And I love the example where you

Jay Berkowitz:

actually created a video for someone to get into the office,

Jay Berkowitz:

and the nice things you did, like the coffees and the menus

Jay Berkowitz:

at the office. Number two, install an on stage backstage

Jay Berkowitz:

intake culture, where you have the Disney training and

Jay Berkowitz:

consistency. Number three, operationalize your core

Jay Berkowitz:

standards. Number four, add magical moments that clients

Jay Berkowitz:

brag about. I love your idea of the big celebration at the check

Jay Berkowitz:

signing or the case settlement. Another one that every a lot of

Jay Berkowitz:

people do really well is send a shock and awe box when a new

Jay Berkowitz:

client signs, make them feel immediately part of the family.

Jay Berkowitz:

And number five, build systems that guarantee consistency, not

Jay Berkowitz:

heroics. And that's kind of like a theme that runs through all of

Jay Berkowitz:

them, is if you develop systems, you train on the systems, if

Jay Berkowitz:

there's a hiccup, you retrain on the systems, you really deliver

Jay Berkowitz:

that consistent what I call five star operations, or five star

Jay Berkowitz:

concierge level of service that gets you the five star Google

Jay Berkowitz:

reviews. And that's not really optional these days. So it's

Jay Berkowitz:

like stealing from Disney to make it work in your law firm.

Jay Berkowitz:

Vance, anything you want to add or sum up.

Vance Morris:

No, we did drop some nuggets, like we said we

Vance Morris:

would. The last thing I would say is pick one and implement

Vance Morris:

it, because you're not going to make any progress. You're not

Vance Morris:

going to get from where you are to where you want to be unless

Vance Morris:

you implement something. So pick one thing you heard today or

Vance Morris:

from somewhere else and try it and see what happens.

Vance Morris:

Implementation is the name of the game.

Jay Berkowitz:

That's awesome, as all of our podcast guests

Jay Berkowitz:

have done for 12 or 13 years. You're going to get a chance to

Jay Berkowitz:

answer our short one liners. All right. Now the first one is,

Jay Berkowitz:

what apps or techniques do you use for personal productivity?

Jay Berkowitz:

Sure.

Vance Morris:

First one is an app. It's called Boomerang,

Vance Morris:

works in your email, and it's great for managing your inbox. I

Vance Morris:

won't get into the weeds on how it is, but I'm not a tech guy,

Vance Morris:

and I can use it, and it works great. The other one is very non

Vance Morris:

digital, and I have my little egg timer here, and I use the

Vance Morris:

Pomodoro effect, so I set my egg timer for 50 minutes, and I have

Vance Morris:

no ringy dinghies in the office. Everything's shut down, and I

Vance Morris:

focus on one task for 50 minutes straight. The little bell goes

Vance Morris:

off, and I take a 10 minute break, walk the dog, etc. I get

Vance Morris:

more done in that 50 minute time period than how do you write so

Vance Morris:

much? I said, well, because I just focus. I don't have the

Vance Morris:

phone ringing. There's no deeper going off, and I'm focused on

Vance Morris:

what I'm supposed to do. And I do like, three or four of those

Vance Morris:

Pomodoro sessions every day.

Jay Berkowitz:

Yeah, I'm less disciplined than you. I can do

Jay Berkowitz:

20 and 10, but I've had some of the greatest successes in my

Jay Berkowitz:

life using that method. So yeah, kudos. Do you have a personal

Jay Berkowitz:

wellness or fitness routine?

Vance Morris:

Yep, I gave up caffeine. Probably the best

Vance Morris:

thing I've done, not only for my metabolism, but for my head, and

Vance Morris:

been 12 years now without that. And the fitness part, you have

Vance Morris:

to one. You have to feed your body the right stuff if you're

Vance Morris:

going to feed it garbage. So I we don't eat fast food in the

Vance Morris:

house, processed sugars and things like that. And then I'm,

Vance Morris:

I am a stair master guru, and I'll do 150 200 flights every

Vance Morris:

day, and that just get I wake up at 430 same time every day,

Vance Morris:

every day, whether it's a weekend or not, go to bed at the

Vance Morris:

same time. What time do you go to bed? If you get up at 430 I'm

Vance Morris:

usually in bed by 839, o'clock.

Jay Berkowitz:

Pretty good, pretty good. What are your best

Jay Berkowitz:

business books?

Vance Morris:

Sure, the one I've reread a few times is

Vance Morris:

unreasonable hospitality by the guys, yeah, that's restaurant

Vance Morris:

tour in New York. Phenomenal book. And then there's another

Vance Morris:

book by Stu heineke called How to Get a meeting with anyone.

Vance Morris:

And it's all about really using shock and awe boxes or packages

Vance Morris:

or strange stuff through the mail to get in front of anybody

Vance Morris:

you need to get in front of. So highly recommend that book.

Jay Berkowitz:

That's great. Yeah, I'm reading unreasonable

Jay Berkowitz:

hospitality. Actually, I think we got it when we were at

Jay Berkowitz:

Disney. I wouldn't be surprised. Yeah, I don't know if it was

Jay Berkowitz:

from Disney or from the our group and how to get a meeting

Jay Berkowitz:

with with anybody. I think that one's Next up on my to do list.

Jay Berkowitz:

That's timing, blogs, podcasts and YouTube's What do you

Jay Berkowitz:

subscribe to? Do, and when it hits your feed, you stop

Jay Berkowitz:

everything, and you

Vance Morris:

I am more analog here than probably most people.

Vance Morris:

I don't know if that's showing my age or not, but I subscribe

Vance Morris:

to real paper newsletters I can't sit and why

Unknown:

those are for our younger What's that? What do you

Unknown:

explain? What that's

Vance Morris:

this thing, it comes in the mail, and this guy

Vance Morris:

in a blue outfit delivers it to you right to your front door.

Vance Morris:

But I get the Dan Kennedy letter, which is brilliant,

Vance Morris:

letter on marketing and business. I have the email

Vance Morris:

players newsletter from Ben settle, who is a master at email

Vance Morris:

marketing, which is still working these days, even though

Vance Morris:

some people say it's not. And then I have an eclectic

Vance Morris:

subscription to magazines, everything from the NRA to the

Vance Morris:

Atlantic to, I mean, my postman must think I'm like, civil or

Vance Morris:

something, because I've got left wing stuff, right wing stuff,

Vance Morris:

center stuff, all coming in the mailbox at one time.

Jay Berkowitz:

So then nobody knows how to nail you down.

Jay Berkowitz:

Who's your NFL or sports team?

Vance Morris:

Philadelphia? Eagles fly. Eagles fly.

Jay Berkowitz:

There you go. Flyers too. Or just

Vance Morris:

not much of a hockey fan, but certainly the

Vance Morris:

Phillies, they kind of blew it this year. But I think the

Vance Morris:

Eagles are going to I don't know if we'll make it to the Super

Vance Morris:

Bowl, but we'll definitely make it to conference champs.

Jay Berkowitz:

And what's a great introduction for you? If

Jay Berkowitz:

somebody's thinking, Man, my my friend, could use vets, who's

Jay Berkowitz:

the perfect person to send your way?

Vance Morris:

So they're really people that are trying to stand

Vance Morris:

out from their competitors, and they just don't know how so

Vance Morris:

highly commoditized businesses. I work a lot in the financial

Vance Morris:

space, so Wealth Advisors, financial advisors, and I do a

Vance Morris:

lot of work with attorneys, primarily in the estate

Vance Morris:

planning, personal injury are really the two areas that

Jay Berkowitz:

we'll find. A few of those from our audience, and

Jay Berkowitz:

if I want to introduce them, where can I get in touch with

Jay Berkowitz:

you?

Vance Morris:

Sure. So LinkedIn is great. Vance Morris, I think

Vance Morris:

I'm the only one there. Otherwise, I also have a special

Vance Morris:

gift for everybody. It's called 52 ways to wow your customer

Vance Morris:

without breaking the bank. So you got one wow for every week

Vance Morris:

of the year. So if you're not feeling creative, I've done all

Vance Morris:

the hard work for you. All you gotta do is pick one and

Vance Morris:

implement it. And you can find that at Wow. 52 ways.com Wow.

Jay Berkowitz:

52 waves.com. That sounds like it's worth the

Jay Berkowitz:

click. I think this was a lot of fun. Thank you so much.

Vance Morris:

I appreciate you having me on Jay. Thank you.

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