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
Books
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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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.