One of the most frequently asked questions we get is “How do I get on a corporate board if I’m not already on a board?” The hardest board will be your first board.

Here is what you need to know.

1) The Process Is Different than Applying for a Full Time Position

A board seat is usually not a position for which you apply. It is much more like a sorority, fraternity, or even a posh club: Candidacy is by invitation only. While it is helpful to visit and make contacts with search firms, it should not be your only strategy. Search firms fill only a relatively small percentage of board seats though this number is increasing due to the need for highly specialized talents and an commitment to greater diversity.

Because someone can work and still serve on a board, it’s relatively easy for board members to recruit friends, former colleagues or executives with whom they’ve done business. A search firm may not be as helpful to you in seeking a board position as it would if you were looking for a C-suite role, simply because board searches are not put out to search nearly as often as executive positions are.

Secondly, Board positions do not turn over as frequently as C-Suite roles. Average tenure for directors in the larger companies of the S&P 500 Index and the broader Russell 3000 index is nearly ten years.

Lastly, it is expensive. Search firms charge anywhere from $70,000 to $200,000 to complete board searches. Many Boards inquire among their network before retaining a search firm.

2) Know Thy Strengths

What value could you bring to a board? Determine the industry and type of company where your background would be an asset. Would you meet the requirements to serve on a company’s Audit Committee? Do you have a background in a sought-after functional area, such as compliance, data security or executive compensation? Are you a diversity candidate? There are many functional areas or qualifications that boards are seeking to ensure that they have a well-rounded board.

Prepare an “elevator” speech that you will use to introduce your candidacy to search consultants and sources of referrals for board positions that articulates what you have to offer. You will also need a different type of resume that highlights your value to a board, ability to represent shareholders and includes interactions with your own or other boards.

3) Define Your Brand

What would someone learn about you if they Googled your name? Does your resume reinforce the assets you would bring to a board? (Define your strengths; see number 2 above). Who are you and how have you established yourself? What is your reputation? What enterprise challenges have you faced and successfully navigated?

4) Be Visible

It is not enough that you are good at what you do. Being selected for a board requires both an internal and external effort. This requirement is especially important if you are not currently working. One of the fastest ways to disqualify yourself from a board is not to be “current.” Board members today must be up to date with changes in business and technology. To this end, it is critical to becoming versed in social media. Have a LinkedIn profile complete with picture. Have an account with—and understand how to use—Facebook, Twitter, Instagram and TikTok (even if you don’t actually use it). Submit articles, blogs or comments to industry association websites and publications. Engage in online dialog with your peers on social media. Publish an article on LinkedIn that delves into your area of expertise.

5) It’s All About Contacts and Networking

Landing a board seat is both a numbers game and a contacts game. Let your investment banking, law, bank, public accounting, and consulting firm contacts know of your interest in being on a board and the value you would bring. Use LinkedIn to identify board members of companies whom you can contact. Note if any of the directors are close to retirement. Many individuals have found board positions by contacting venture capital firms. In addition to search firms, check out top registries such as the National Association of Corporate Directors, Catalyst (for women), and various universities that have board training programs. Stanford, Northwestern University’s Kellogg School of Management and Dartmouth offer corporate governance programs.

6) Start Small and Leverage Those Successes

Be willing to start small. Are there any not-for-profits for which you have a passion? If so, volunteer to be on their board, even at the local level. Are there small companies that are looking for a volunteer board? What about your church, child’s school, or trade association? Once you’re on an organization’s board, fellow board members are often senior executives from public companies with whom you can network. It may take two or three not-for-profit boards before you get the opportunity to join a for-profit board. We know several executives who got their start on public boards by working with emerging growth companies and rode with those companies as they went from a garage operation to a Fortune 1000 company.

Most executives agree that it is harder to land their first board position than it is actually to serve on a board. Look at your contacts and networking as investing for not only one board but future Board positions. Not surprisingly, most search firms who conduct board searches look first to those already serving on public boards.

Additional resources:

The Executive Leadership Council: Helps provide opportunities for African American executives.

The Hispanic Association on Corporate Responsibility: Serves as a resource for Hispanic executives vying for board service.

Several years ago, we wrote about the importance of morning routines and how successful leaders-both today and from the past-start their day. Now let’s look at the other end of the spectrum: nighttime routines.

Why is it important? Generally speaking, success starts and ends with mental and physical health which is highly dependent upon getting enough sleep. It can be tempting to pour a glass of wine, turn on the TV, and pore over social media or clear your in-box right before bed, but the most successful people recognize that those final hours can be just as crucial as any other.

While everyone is different and has different routines, we find the following practices are common among successful leaders.

Make a to-do list

Clearing the mind for a good night sleep is critical for a lot of successful people,” Michael Kerr says. “Often they will take this time to write down a list of any unattended items to address the following day, so these thoughts don’t end up invading their head space during the night.”

For example, Kenneth Chenault, CEO of American Express, writes down three things he wants to accomplish the next day.

On Sundays, The Alexander Group’s Managing Director Jeff Early looks at his calendar and prepares for the upcoming week. “If any prep can be done Sunday evening, I try to get it done prior to Monday morning so I can hit the ground running.”

Disconnect from work

Studies have found that if you associate your bed with work, it’ll be harder to relax there, so it’s essential you reserve your bed for sleep and, er, other extracurricular activities only. Michael Kerr, an international business speaker and author, says that “truly successful people do anything but work right before bed. They don’t obsessively check their email and they try not to dwell on work-related issues.”

Give yourself a buffer period of at least a half hour between the time you read your last email and the time you go to bed.

In fact, unplug completely

You shouldn’t just disconnect from work. You should unplug completely, including social media and phone games. Researchers agree that any kind of screen time before bed does more harm than good.

The blue light from your phone mimics the brightness of the sun, which tells your brain to stop producing melatonin, an essential hormone that regulates your circadian rhythm and tells your body when it’s time to wake and when it’s time to sleep. This could lead not only to poor sleep but also to vision problems, cancer, and depression.

If the research isn’t convincing enough, take it from Arianna Huffington, The Huffington Post’s co-founder, President, and Editor-in-chief. After collapsing from exhaustion, Huffington revamped her approach to sleep. As she details in her book, “Thrive,” she has banned iPads, Kindles, laptops, and any other electronics from the bedroom.

Exercise

While it’s a popular belief that exercise before bed can prevent sleep, the National Sleep Foundation actually found in a 2013 study that exercising at any time of the day, even at night, leads to better sleep. Numerous studies have also found that walking reduces stress and anxiety.

Joel Gascoigne, co-founder and CEO of Buffer, takes a 20-minute walk every evening before bed. “This is a wind-down period, and allows me to evaluate the day’s work, think about the greater challenges, gradually stop thinking about work, and reach a state of tiredness.”

John Lamar, Managing Director, The Alexander Group, says that he usually “hits the elliptical for 30 minutes-a great way to de-stress and wind down.”

Decompress

If exercise doesn’t sound appealing, find another way to unwind and decompress before bed, such as taking a warm bath, listening to calming music, or meditation. Dale Kurow, a New York-based executive coach, says meditation is a great way to relax your body and quiet your mind. Apps like Headspace, Calm, and The Mindfullness App offer guided meditations and reminders to incorporate meditation into your daily routine.

Plan out sleep

Much has been written about the dangers busy people face with chronic sleep deficits. Plan ahead for a good night’s sleep just as you would any other priority. Decide when you want to wake up, count back by the number of hours you need to sleep, and then plan to be in bed, ready to sleep, by that time. iPhone users: Take advantage of your Clock app’s “Bedtime” feature. It allows you to set a bedtime, wake up at the same time and stay consistent with your routine. There’s even an option to set a bedtime reminder.

Skip the wine

When researching her sleep manifesto, “Thrive,” Arianna Huffington consulted a number of sleep specialists for tips. One of her favorites is avoiding alcohol right before bedtime.

While alcohol can certainly help you fall asleep, the National Institute of Health finds that it robs you of quality sleep. Alcohol keeps people in the lighter stages of sleep from which they can be awakened easily and prevents them from falling into deeper, more restorative stages of sleep, the institute finds.

Read

One study by the University of Sussex found that just six minutes of reading a day is enough to reduce stress by 68 percent-“an excellent excuse to start curling up with a good book before you turn in for the evening,” points out Fast Company magazine. And you’d be in good company: Former US President Barack Obama and Microsoft founder Bill Gates are known to read for at least a half hour before bed.

This isn’t reserved just for business reading or inspirational reading. Many successful people find value in information from a variety of sources, believing it helps fuel greater creativity and passion in their lives.

Sarah Mitchell, a Director in our San Francisco office, agrees: “I almost always read for 30 minutes before bed, typically fiction or, if it’s nonfiction, something not related to business. If I’ve got a big day or I’m feeling the stress, I will spend part of my evening preparing for the next day and then, 30 minutes before lights out, I put down my phone, shut down the laptop, and relax my brain with a book. This helps me sleep better and gives my brain a needed timeout so I can wake up fresh in the morning.”

Reflect on the good things from the day

It’s easy to fall into the trap of replaying negative situations that you wish you had handled differently. Instead, take time just before bed to reflect on or write down three good things that happened during the day. Focus on the positive moments and celebrate the successes, even if they were few and far between.

Jennifer Hill, Startup Advisory and Venture Lawyer at Gunderson Dettmer LLP, says she takes “two minutes to stretch, align my posture and think of the three things that I am grateful for and proud of today. (Yes, I really do this.) It sends me off to sleep peacefully and with positive thoughts.”

Benjamin Franklin famously asked himself the same self-improvement question every night: “What good have I done today?”

Regardless of how the day went, successful people avoid that pessimistic spiral of negative self-talk, knowing that it will only create more stress. Taking a few moments to think about what went right over the course of the day can put you in a positive, grateful mood which, leads to better sleep, giving you the energy and clarity to face whatever the next day holds.

In 2019, I wrote about changes in the workplace during the past 20 years. Little did any of us know two years ago of the dramatic changes ahead of us in 2020. I wrote last November of our new normal of no business travel, remote work policies, and how the pandemic widened the gender inequality gap. Now that we are vaccinated (hopefully), my road warrior colleagues and I are gradually traveling and returning to in-person meetings with our clients. We are heeding the awkward cues of individual preferences for shaking hands, waving, fist bumps, masks, or no masks. Thankfully, the humor in the awkwardness is a nice ice breaker.

As John F. Kennedy said, “There is nothing more uncertain and changing than uncertainty and change.” The permanence of the following pandemic-related workplace changes remains uncertain.

Working remotely

As companies continue to bring employees back to the office, permanent workforce policies are taking shape in various formats: employees who will continue to work full-time from home, hybrid in-office and remote work arrangements, and back to the office full-time. Companies continue to grapple with policies that best support their business, culture, and employees.

A 2021 list of remote working statistic reports:

• 4.3 million people in the U.S. currently work remotely
• 16% of the world’s companies are 100% remote
• 44% of companies do not permit remote work
• 74% of workers say that having the option to work remotely would make them less likely to leave a company

TAG colleague Jean Lenzner recently wrote that many employees working remotely do not want to return to the office, and one-third would look for a new job if they were required to return to the office full-time. While employees will undoubtedly dig in their heels (er slippers) to continue to work from home, many executives are bringing employees back into the office. The Managing Partner of a large Midwest law firm required all of the firm’s attorneys and staff to return to the firm’s offices. He said that his firm’s collaborative, team-oriented culture was bruised by the pandemic and that he considered in-person interaction invaluable to the success and growth of the firm: “we walk the halls, pop in offices when we have thoughts and ideas; the spontaneity and collaboration are not the same when you have to send someone a calendar invite with a Zoom link to talk to them.”

Working nine to five is no longer the way to make a living

Standard office hours may become a thing of the past and, as a recent Robert Half survey reported, nearly 70 percent of professionals who transitioned to remote work because of the pandemic say they now work on the weekends, and 45 percent say they regularly work more hours during the week than they did before. I frequently receive emails from clients and colleagues at all hours who have changed their sleeping and waking hours – some hoot with the owls, and others are soaring with the eagles. I regularly find several emails in my inbox when I get up in the middle of the night and first thing in the morning. The convenience of working from home also makes working convenient at any time. Perhaps it’s a blurring of home and office time, and although I find it essential to be responsive, I try not to respond with an incoherent message while half asleep at three in the morning.

The death of the suit and birth of ‘workleisure.’

When I packed for my first business trip earlier this year, I had to dust off and shine a pair of dress shoes and make sure that my suits still fit – they did, albeit they were snug. At the client’s office, I was overdressed and noted that many in the office were in comfortable casual attire. I would have been better served to take note that popular ‘workleisure’ dress for Zoom meetings is also acceptable in-office attire for many companies. A recent Wall Street Journal article noted that more than two-thirds of American consumers plan to change their wardrobe from pre-pandemic styles as they return to the office to wear more comfortable clothes.

Video killed the radio star and is coming after business travel

As companies adapted to remote working, so did they to virtual meetings and conferences. A Deloitte survey reports that corporate travel is expected to reach 25 to 35 percent of 2019 levels this year but may increase to 65 to 80 percent next year. Although some believe that nothing beats in-person meetings, many companies are eager to reduce their travel expenses, and executives who previously traveled 80 to 100 percent of the time have adjusted to being home more than on the road. My partner John Lamar, who regularly traveled 300,000 miles a year pre-pandemic, is one of those people. He states, “One silver lining of the pandemic is that I realize I can maintain my client relationships by not being on the road four days a week plus I like being at home and the sense of normalcy it offers.”

Those of us in the executive search industry have mostly been strong advocates of in-person client meetings and candidate interviews. With more than a year of quarantine, we too have had to adapt and determine the best way to conduct virtual interviews while achieving the same results our clients expect.

Quite honestly, video meetings are not as effective as in-person meetings, and it is not as easy to form a long-term client relationship by video, but now that our industry has proven it can be done and our clients have a choice—and that is a good thing for everyone. Alex & Red and The Alexander Group will officially return to the office at the first of the year, though some of us are starting to work in the office on a part-time basis. Like many, I have missed seeing my colleagues, many of whom I have worked with for two decades, on a regular basis. I appreciate the routine, comradery, and sense of normalcy our offices offer.

Interviewing is a skill, and not an easy one to master. There’s something new to learn every time you sit down across a desk, share a cup of coffee or connect across an ocean via FaceTime or Skype for an interview.

In my 13 years in TV news, I have had the opportunity to interview thousands of people from all walks of life—politicians, celebrities, criminals, grieving families, heroic first responders—and no two interviews were the same. Even so, there are methods, models, techniques and tips that can be applied to bring out the best, or, in some cases, to (necessarily) discover the worst, in people.

Executive search involves interviewing a different set of people than TV news, of course; and the individuals we interview are generally happy to speak with us, seeing us as the gatekeepers to their next career move. But we still need that focus: bring out the best; weed out the worst.

Here are a few interview techniques I’ve perfected as a journalist:

1. Don’t be afraid to ask offbeat questions and catch your interviewee off guard.

Everyone comes to an interview with a script, rehearsed answers, and a determination to make the interview follow the direction that best suits them. Get them off script.

In my previous life, celebrities were the worst offenders. Having conducted hundreds of red-carpet interviews, every actor or director comes with a handful of sound bites that they’ve been given by their handlers. So instead of starting off with, “Tell me about your role” or “how difficult is it to transform into that kind of monster?” I would often ask something they weren’t expecting driven by the headlines of the day: “Is the #metoo movement changing Hollywood quickly enough?” or “Where do you stand on equal pay?”

In executive search, that translates to questions, such as “What has been the hardest time in your career?” or “What is a lesson you’ve learned in the past year?” I had one client who asked candidates how much sleep they got or the last book they had read.

I had a client who asked candidates how much sleep they got or the last book they had read.

By starting with something completely out of the blue you can shock your interviewee out of the script they have in their minds. Don’t be afraid to throw them off.

2. Be empathetic; realize that your subject is often under stress.

While some people need to be challenged, others need to be drawn out. As a journalist, I would invest more time with families who just lost someone to a terrible accident or crime, or families who’d lost everything in a wildfire or hurricane.

Some candidates also have great potential, but need more time to calm their nerves and reveal their best selves. As an interviewer, it is our job to accurately assess a candidate, even if that requires patience and some extra time.

3. Make it a conversation, not an interrogation.

Early in my news career, I covered the bust of a large marijuana-growing operation in a small town in Arkansas. We knew that the grower had been released on bail, and I wanted to see if we could get him to explain his side of the story. After knocking on dozens of doors in the neighborhood, we found our subject. We approached him conversationally and—to our utter surprise—he invited us to the back yard to show us where the police had been. It was quite the operation: The entire backyard was equipped with rows and rows of planters and hydroponic systems; the scent of marijuana was still in the air. I asked him what he had been growing, and he emphatically replied, “I thought they were tomato plants!” It made for some of the most entertaining TV I have ever produced.

I asked him what he had been growing, and he emphatically replied, “I thought they were tomato plants!”

Had I adopted the more aggressive approach, chasing this man into his home with a camera and a microphone, he would have slammed the door, and we never would have had that exchange (which later helped the police in their investigation).

In the interview process, whether it’s with an alleged illegal drug dealer or an executive, engaging your candidate in conversation and making them feel comfortable from the beginning is crucial. The more at ease your candidate is—even if they’re lying, as I believe my ‘tomato plant’ interviewee was—the more authentic the individual is going to be.

4. Short and to-the-Point.

Long-winded questions, with sub-clauses that meander this way and that, and pose one question while over-riding it with another slightly tangential point (think last week’s Congressional hearing with special counsel Robert Mueller), while trying to circle back to the original thought, leaves everyone confused and muddled. Just ask the question. One at a time.

5. Not everyone wants to tell the truth. We have to find it.

Have you ever met a politician who wanted to tell the truth, the whole truth and nothing but the truth? Neither have I. As a TV reporter, I couldn’t call any of the countless politicians I interviewed—Republican or Democrat—a liar on-air. But it was my duty to push them as much as I could, to put them on the spot, to call them out in a polite and probing way. It’s a balance of rephrasing the question and, if the subject tries to divert attention, re-directing the focus back to the initial point (even saying outright ‘that’s not the question I asked’ if necessary).

We all know candidates interviewing for high-level positions sometimes shade the truth, pad a résumé, highlight their strengths while trying to bury their weaknesses, demur over gaps in their resumes, etc. Everyone is a politician, to some extent, in an interview, selling themselves above all else. It’s our job to probe; it’s our job to get to the true character behind the facade.

6. Trust your intuition.

All good reporters have a sixth sense that tells them when something is amiss in a story. Good recruiters are no different. If an answer does not ‘feel correct’, follow your instincts and probe a little more.

From time to time, we interview candidates who have had a short stint in a position. Did the candidate leave because it was an uneasy fit or a bad experience, or was the company in financial trouble?

I follow up with questions, such as ‘What would your manager say about you, given your short tenure?’

My colleague Jane Howze, Managing Director at The Alexander Group, says, “I usually have a sixth sense about whether the person was asked to leave, or whether he or she left on their own accord. I follow up with questions, such as ‘What would your manager say about you, given your short tenure?’”

Her advice? “Follow your gut.”

Many companies today have introduced behavioral interviewing processes where the interviewer asks specific questions that test how a candidate behaves in a certain situation. In our opinion, this process, while beneficial, can rob the interviewer of the opportunity to pop a surprise question (as in tip #1 above) or to rely on the intuition that steers questions in a more relevant way.

Instead, the next time you interview, think like a journalist, and get the full story.

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An executive search for an internal candidate happens during the executive recruitment process when the client recommends an employee of the company for the position. This recommendation is often because the client wants to conduct a broad search and believes that the internal candidate is good but wants to cover the marketplace. Sometimes, the client questions whether the internal candidate is appropriate and wants the assessment of the search firm.

Why the Internal Candidate Experience is Important

A few years ago, The Alexander Group’s Managing Director, John C. Lamar, received an email from an internal candidate we’d interviewed for a client:

“John, you and I met over a year ago during the course of my firm’s Chief Financial Officer search, where I was the internal candidate. While I was not chosen for the position, you communicated often during the course of the search and told me that, regardless of whether I was selected, I was a valuable asset. When I was not selected, you also told me that it would clearly become evident why someone else was chosen. You were spot-on in your assessment. I have learned so much from [the successful candidate] because of her many years in our industry … Thank you for your professionalism.”

All of us in the search business have conducted this type of search, where the talent assessment for leadership roles involves unique dynamics and delicate considerations. An executive search for an internal candidate requires a structured, unbiased approach to evaluating their qualifications against external contenders. This ensures the internal candidate is measured objectively, promoting fairness and transparency throughout the search. 

Such searches are designed to assess skill alignment with the role and to consider the candidate’s growth potential and fit within the company’s evolving culture and strategic objectives. 

By treating internal candidates with the same rigor as external applicants, an executive search firm can help clients secure the best possible talent for critical leadership roles while reinforcing the internal candidate’s value to the organization—whether or not they’re ultimately selected.

Applying Executive Hiring Best Practices to Internal Candidate Searches

Including an internal candidate in the executive search process has its benefits. The company and the employee can strengthen the relationship if the internal candidate is respected and genuinely feels assessed fairly for the open role. 

However, if this process is handled indelicately, the employee can feel left out in the cold, which does not benefit the parties involved. Here is what two executives have said about their experience as an internal candidate:

A Bank President’s Disappointing Experience as an Internal Candidate

Bob, the internal candidate, commented that his inclusion as an internal candidate seemed like an afterthought. The search firm (not The Alexander Group) never provided him with a position description and did not communicate. 

“While the search firm spent 90 minutes interviewing me, they had not studied my resume to determine whether or not I would be a fit with the position. It was clear they had made their mind up before the process started. The first question I was asked was ‘Why did you choose Notre Dame for college?’ This is not a question you ask a 57-year-old man.” 

He never heard from the search firm again, even after an external candidate was selected for the position. Bob believes neither the holding company nor the search firm treated him well.

Fortune 50 Compliance VP’s Positive Internal Candidate Experience

Paula learned about the internal opportunity directly from the hiring manager. The hiring manager responded back very positively that he would be happy to have her added to the candidate slate and that she would be contacted by the search firm handling the search. Paula was interviewed in person by the search firm and was pleased with the time spent to assess her potential candidacy. She applauded the search firm’s efforts to understand the newly created role within the company. 

While Paula was not selected for the role, she remains extremely supportive of the hiring manager and believes that being included in the interview process has only improved her visibility in the company for other positions.

The Alexander Group prioritizes building enduring relationships with both clients and candidates. Paula experienced a process similar to ours, where clear communication and thorough assessment ensure the internal candidate feels valued and respected throughout the executive search. This approach strengthens the bond between the company and its employees and enhances the overall success of our executive search for an internal candidate.

Internal vs. External Executive Candidates

There are several things that an executive search firm can do to improve the internal candidate’s experience:

• Communicate often and clearly, and do not assume that the client will communicate the progress and process of the search with the candidate;
• Submit internal candidates to the same process as external candidates (i.e., if you are traveling to see external candidates, you should travel to see internal candidates);
• Spend time objectively assessing the internal candidate’s resume in line with the position and communicate to them that you are looking for the best candidate—internal or external; and
• Make the internal candidate feel “special” to be selected as an internal candidate and treat them accordingly.

We believe an internal candidate who has gone through a rigorous, unbiased interview process—and is selected—will enter the role with confidence that they are, indeed, the most qualified person for the position. If they don’t get the role, then they know they played on a level playing field and, from a career development perspective, will be even more prepared for the next opportunity.

At The Alexander Group, we are paid for the process, not the person. If the client recommends an internal candidate, she or he is just as much our candidate as any external talent we identify. Ignore the internal candidate, and you run the risk of missing out on a great talent, and possibly, a future client.Ensure your executive search process reflects the highest standards of fairness and professionalism. Contact The Alexander Group to discuss how we can help you identify and assess top talent within and beyond your organization.

Belgian Waffles for Breakfast?

I typically travel solo, but observing a lawyer with a client at the airport last week made me realize there should be an etiquette guide for business travel with your manager or a client. Though I’ve written Road Warrior blogs, I’m certainly no Ms. Manners of the road, but the following seems obvious.

The primary rule is to adapt your behavior to that of your manager or client. Do not be high-maintenance. This can play out in several specific ways, as indicated below:

1) Luggage.

If you’re only going on a two-day business trip, ditch the steamer trunk. Eliminate any thoughts of checking luggage; it is rude and inconsiderate for others to wait a half hour for your 50-pound roller bag to come off the luggage carousel.

A corollary to this rule is not to bring so many clothes that your client/manager thinks that you are auditioning for the next season of “The Bachelor” or “The Bachelorette.” This is, after all, a business trip.

2) Meals.

While traveling with others, you may not control what you eat, when you eat, or if you eat at all. Several years ago, I was traveling with a young associate. As I sat in our rental car in the 120-degree Phoenix heat, motor idling, my colleague was busy inside eating pecan waffles. Exasperated, I went in looking for her and she responded, “I always have to have a big breakfast.” That was the last time we traveled together.

Similarly, if your companion orders a Diet Coke for dinner, don’t ask for the wine list. If your client/manager orders wine, permit yourself a glass of wine, but do not make a big deal of tasting several wines, sending them back, or behave in any way that calls attention to yourself. Your goal is to blend in and to be low-maintenance.

3) Be organized.

Your travel companion should not have to deal with you forgetting the location of your credit card, car key, boarding pass, or parking ticket. I remember traveling with my business partner (who will be furious at me for recounting this story), who tends to be a little absent-minded. We had a meeting at 9 a.m., and at 8:55 a.m., she called in a panic, and I had to go to her room to help her find the keys to our rental car, which she had somehow misplaced in the depths of her suitcase. Really, you don’t want your business partner going through your suitcase looking for lost car keys.

4) Be punctual.

If your client/manager likes to get to the airport two hours early for a shoeshine or a visit to the United Club, accommodate him or her. Give up your habit of streaking down the gangway as the plane doors are closing, which will only cause anxiety for your travel companion. I have seen several occasions where a traveler in a group did not make the flight. Believe me, it did not make a good impression.

5) Keep your personal life separate.

Limit calls home to times that you are in your room. Do not call the family while en route to the next meeting in the rental car or taxi with your boss/client. Your client/manager doesn’t want to hear that Fido had yet another accident in the family room or worse yet, that you and your spouse are fighting about where to go for the holidays.

6) Be prepared.

Do your homework on where you are going and any logistical challenges. Check the weather forecast of your destination and note if a jacket or umbrella is required. Don’t assume I packed a golf umbrella to cover both of us.

7) Cash is King.

The corollary to number six is nothing spends better than cash. You never can tell when an emergency will arise or credit cards aren’t accepted and you want to be the person with the solution, not the problem and there’s nothing that solves a problem like cash.

Have I left anything out? If so, shoot me a line.

The role of the law firm CMO has undergone a remarkable transformation over the past two decades. Once a position focused on basic promotional activities, it has evolved into a strategic leadership role driving firm growth, client engagement, and innovation. Today’s law firm CMOs are at the forefront of integrating technology, data analytics, and law firm internet marketing strategies to help firms stay competitive in an ever-changing legal landscape.

Law Firm Marketing Officers: Then and Now

In 2016, law firms were navigating a significant period of change, becoming increasingly complex global organizations. They grew through internal expansion and acquisitions, mirroring trends in broader American business. Clients had also evolved; they could no longer be counted on to remain with a law firm for generations. Legal industry marketing, once considered undignified and restricted by professional conduct rules, had already become a critical function—a necessity for firms aiming to survive in a competitive landscape.

Fast forward to 2024, and these dynamics have only accelerated. The competition for corporate clients remains fierce, underpinned by advanced marketing technologies like predictive analytics, AI-driven tools, and digital-first strategies. Firms have shifted from relying on traditional approaches to marketing for law firm success to adopting multi-channel law firm marketing strategies. 

These strategies align with the latest chief marketing officer trends, leveraging technology to deliver personalized client experiences at scale. This transformation is reflected in the evolving role of law firm CMOs. One retired Am Law 100 CMO recalled joining his firm in 1990 when the partners were just beginning to ask what the “World Wide Web” was and whether it had any relevance to their work. Back then, the role was primarily administrative, focused on tasks like creating brochures, operating collating machines, and even preparing seating charts for events. The CMO described how these responsibilities, though necessary, offered little in terms of strategic impact.

Today, that world feels like a distant memory. The responsibilities of CMOs in 2024 have evolved beyond recognition. They are now expected to lead data-driven decision-making, integrate advanced technologies, and play a direct role in shaping firm-wide business strategies. What was once an administrative function has become a cornerstone of law firm competitiveness in the modern era, with CMOs positioned as strategic leaders at the heart of client engagement and innovation.

The Strategic Role of Business Development in Law Firm Marketing in 2024

The role of the law firm CMO has evolved dramatically, becoming increasingly vital as firms navigate a fast-paced, globalized market. In 2024, the CMO is not only a strategic partner in defining and communicating the firm’s brand but also a key driver of innovation, client experience, and firm-wide growth. These leaders oversee complex, data-driven marketing strategies while ensuring alignment with business development goals. CMOs are tasked with recruiting, retaining, and developing cohesive, high-performing teams, often distributed across multiple locations and time zones.

Modern law firm CMOs are also expected to play a direct role in securing and expanding client relationships. Using advanced tools like client relationship management (CRM) platforms, predictive analytics, and artificial intelligence, they deliver personalized, data-informed approaches that build trust and deepen client engagement. This shift reflects the industry’s demand for CMOs who can translate data insights into actionable strategies, advancing business development in law firms to drive outcomes.

Additionally, the career trajectory for law firm CMOs has expanded. While some still move into COO or Executive Director roles, many now transition into positions like Chief Strategy Officer, Chief Client Experience Officer, or even CEO roles within related industries. These career paths highlight the growing influence and versatility of CMOs as strategic leaders in law firms and beyond.

Law Firm CMO Compensation in 2024

As the role of the law firm CMO has expanded into a cornerstone of strategic leadership, compensation trends reflect this growing importance. In 2024, CMOs in law firms command competitive salaries that rival those of their counterparts in other professional services industries. On average, law firm CMO salaries range from $250,000 to $500,000 annually, with additional bonuses and incentives often tied to firm performance, business development milestones, or client retention metrics.

Factors influencing compensation include the size of the firm, geographic location, and the complexity of the CMO’s responsibilities. For example, CMOs involved in global law firm marketing with extensive business development functions or technology-driven strategies tend to be on the higher end of the salary spectrum. Additionally, firms increasingly offer comprehensive benefits packages, including equity options, profit-sharing opportunities, and robust professional development programs, to attract and retain top marketing talent.

Beyond base salaries, CMOs often receive additional compensation in the form of signing bonuses, long-term incentive plans, and performance-based bonuses, which can significantly increase their overall earnings. This reflects the critical role CMOs play in driving firm growth and adapting to an ever-changing legal landscape.

As firms continue to prioritize innovation and client engagement, law firm CMO compensation is expected to remain competitive, ensuring that the role attracts dynamic, forward-thinking leaders capable of meeting the demands of the modern legal industry.

Law Firm Marketing and Business Development Continues to Evolve

The role of law firm marketing leaders has continued to evolve, necessitating a broader and more sophisticated skill set. Firms, from global legal law firms to those focusing on small law firm marketing, are increasingly recruiting professionals from diverse industries, including technology, consulting, and financial services, to infuse innovative strategies and perspectives. This trend reflects a commitment to adopting best practices from sectors that have long embraced data-driven marketing and client engagement.

Historically, law firms began this diversification by hiring professionals from public accounting and consulting firms, which had established global brands ahead of the legal industry. Some marketing leaders transitioned from legal practice, seeking roles that better aligned with their talents. Notably, in the early 1990s, Howrey & Simon appointed Mary K Young, a consumer products marketing manager, to lead its global marketing efforts, signaling a shift towards valuing diverse marketing expertise.

By 2016, The Alexander Group’s research indicated that approximately 25% of Am Law 100 firms had hired CMOs from outside the legal industry. This trend has accelerated, with recent external hires including executives from leading firms in various sectors. The expansion of CMO responsibilities to encompass business development is evident in titles such as Chief Business Officer, Chief Strategy Officer, and Chief Client Services Officer. Among the Am Law 100 firms that have appointed new CMOs in the past three years, a significant number have incorporated “business development” into the title, underscoring the integrated approach to marketing and client relationship management.

This progression highlights the legal industry’s recognition of the need for marketing leadership in law firms. It emphasizes crafting comprehensive law firm marketing plans capable of driving growth and innovation in a competitive landscape.

The Evolution of Law Firm Marketing Leadership: Trends from 2016 to 2024

In 2016, law firm marketing functions were undergoing rapid evolution, with several notable trends beginning to shape the industry. One significant development at the time was the integration of business development professionals into global practice groups. These professionals worked closely with practice management teams to create tailored strategies that aligned with both client needs and market conditions. Some firms even began consolidating oversight of business development and practice management functions under a single leader, offering career-broadening opportunities for professionals in both fields.

Fast forward to 2024, and these trends have matured and expanded. Today, business development is no longer just embedded in practice groups; it is deeply integrated into firm-wide operations. CMOs and their teams are leveraging cutting-edge tools like artificial intelligence, predictive analytics, and client journey mapping to create data-driven strategies that address market shifts in real-time. The roles of marketing, business development, and practice management have blurred, with some firms appointing Chief Growth Officers or Chief Strategy Officers to oversee these interconnected functions.

Additionally, the rise of digital transformation has redefined the skills required of law firm marketing leaders. In 2024, future-ready CMOs must be adept in areas like digital marketing, CRM system optimization, and global client experience management. Firms are also expanding their functions for marketing a law firm to include specialists in data science, content strategy, and even ESG (Environmental, Social, and Governance) communications, reflecting the broader trends influencing the legal industry’s direction.

As the legal market grows increasingly competitive and globalized, the role of law firm marketing executives will continue to evolve. The next wave of innovation is likely to include even greater reliance on automation, advanced personalization, and AI-powered insights, ensuring that marketing leaders remain central to driving firm growth and client satisfaction.

The Evolving Impact of the Law Firm Chief Marketing Officer

The role of the law firm CMO has transformed into a cornerstone of strategic leadership, driving growth, innovation, and client engagement in an increasingly complex and competitive legal industry. From leveraging advanced technologies and data analytics to integrating business development into firm-wide strategies, CMOs are shaping the future of law firm success. As the demands of the role continue to evolve, law firms are seeking dynamic leaders capable of navigating global challenges while delivering exceptional value to clients.

To learn more about finding or becoming a transformative law firm CMO, contact The Alexander Group today. Our expertise in executive search can help you connect with leaders who will drive your firm’s success.

Over the course of our firm’s 35-year history, we have conducted nearly 800 operational, financial and administrative leadership searches for law firms—large and small, regional and global. During this time, law firms’ top business leadership position has become increasingly more strategic and global.

The Chief Operating Officer (or Executive Director, as the firm may title its top business leader) is responsible for managing the business operations of the firm. Interestingly, we have recruited a Chief Operating Officer for the same client three times in the past three decades. While the position description hasn’t changed significantly, the position requirements have changed dramatically.

With that backdrop, I thought it would be interesting to examine the experience and background of the COOs and Executive Directors of Am Law 100 firms. The results of our inquiry were mostly predictable, with a few surprises thrown in.

Does every law firm have a COO or ED?

Perhaps the biggest surprise is the number of Am Law 100 firms that do not have a Chief Operating Officer or Executive Director. Of the 100 top-grossing law firms, 87 have a COO or Executive Director (this is including current vacancies), with the trend decidedly toward calling the position Chief Operating Officer. Conversely, 13 firms do not have a COO/ED position. The largest firms currently not having the title (if not the role) are global giants Kirkland & Ellis (2,300+ lawyers) and Jones Day (2,500+ lawyers), which have long-time, highly respected veterans Brigitte Wooster and Bonnie Shute, respectively, as firmwide Chief Administrative Officers.

Long tenures are common

Of those in the COO or Executive Director role, 49 have been in their role for at least ten years and 35 have been in their role or at their firm for more than 15 years. Chuck Woodhouse at Gibson, Dunn & Crutcher, LeeAnn Black at Latham & Watkins, and Mark Langdon at Ballard Spahr win the prize for the longest tenure at 30+ years, though like many in the top role, all three joined their firm in financial roles. Of the Am Law 20, eight COOs and Executive Directors have been in their role or at their firm longer than 15 years. And let’s face it, no one will probably reach Earle Yaffa’s of Skadden Arps tenure. He joined the firm nearly 40 years ago and is retiring as a senior advisor at year end.

But there is turnover

Currently there are five active COO/Executive Director searches of Am Law 100 firms. Usually vacancies occur when long-standing COO/Executive Directors retire, while occasionally a COO/ED moves to a competitor or out of the industry.

The biggest surprise? Attorneys in the position

Almost one-fourth of all Chief Operating Officers or Executive Directors have law degrees. They fall into two categories: One group is comprised of partners in their firm who have been moved to an administrative leadership role. Others have law degrees, but have never practiced at their current firm.

What is the background of today’s COO?

A large number of Am Law 100 executive leaders hail from accounting or consulting firms. Most typically join law firms in a financial role and are promoted into the COO/ED role. There are at least nine COO/Executive Directors from Bain, Boston Consulting Group and McKinsey. Some were in financial/administrative management but others came from the consulting–specifically the strategy consulting practice of their firms.

There are interesting exceptions to the consulting and public accounting firm backgrounds that we see so often. Barnes & Thornburg’s Steven Merkel was formerly Chief of Operations at United States Military Academy at West Point and Mike Caplan at Goodwin Proctor successfully ran legal departments at Goldman Sachs and Marsh & McLennan. In keeping with its Bay Area roots, ten years ago, Morrison & Forrester tapped Pat Cavaney—who ran business operations at HP—for their COO role. At the time, it was seen as an innovative, out-of-the-box hire, but success and a broadening view of the role has changed that.

Future trends

It is an exciting time to be in law firm management. Global expansion, increasing complexity and, of course, compensation are attracting many non-law firm executives to the industry. At one time, law firms were somewhat reluctant to recruit from outside the legal profession, but no more. The success of those who have made the transition—coupled with the recognition that strategy, leadership and administrative talent are transferrable skills—will continue to broaden the talent pool for this role.