Marketing for Law Firms, Attorneys & Financial Professionals


Jan Copley is Smart

Jan Copley is a SmartClient My impetus for hiring Smart Marketing was to re-do my corporate identity — my stationery, business cards, and so on — but in the process of doing that I discovered all the other things they do and decided to take advantage of all of them — plus a few I thought up!

I was extremely pleased to suddenly have a fully-staffed marketing department to which I could delegate everything: my workshops, my communications, my invitations and mailing, and so on. Having Smart Marketing on retainer really expanded the capability of my infrastructure. They tackled items I had had on my "to-do" list forever and had not gotten done. One good example is an article I had been meaning to write about closing my late father's medical practice and the issues my mother and I confronted in that process. Not only did Smart Marketing work with me to get it done — they got it published in the May 2005 edition of Southern California Physician.

Smart Marketing has done a great job in creating “top of mind awareness” for my firm. I have gotten lots of comments from advisors and referral sources to the effect that I had done a great job of branding my law firm.

Smart Marketing’s workshops and seminars have brought us clients whom we never would have met otherwise. Before my relationship with Smart Marketing, I was a dedicated “marketer” but felt I had run out of fresh ideas. Smart Marketing helped me to open new avenues and new target markets.

Mark Merenda’s personal coaching was something I had no idea Smart Marketing offered. It really has been invaluable in transforming our whole office and the staff into alignment with the marketing effort. It has changed the way we hire, the way we answer the phone, the way we define the role of our receptionist, even the way we conduct employee performance reviews.

My advice to anyone thinking of hiring Smart Marketing is that, like any new relationship, it requires a bit of time and patience. It probably took us 3-4 months to really hit our stride. One thing I have learned from being an advisor myself, is to listen to my own advisors and to rely on them. So it really helps if you schedule frequent coaching calls and make your own effort to push and get everything you can out of your relationship with Smart Marketing — and to implement the strategies.

The bottom line? Our revenues are 50 percent ahead of last year, and last year was our all time best. I do attribute that in large part to Smart Marketing.

Jan Copley
Attorney at Law
300 North Lake Avenue, Suite 920
Pasadena, CA 91101
(626) 568-4020


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