
Roy Sexton says ultimately two traits predict whether a professional services marketing team will translate client intelligence and new technology into real growth: intellectual curiosity, and empathy. These are not soft skills; they’re growth skills.
Click here for original article on PSMG’s Centrum
“The year was 2081, and everybody was finally equal. They weren’t only equal before God and the law. They were equal every which way. Nobody was smarter than anybody else. Nobody was better looking than anybody else. Nobody was stronger or quicker than anybody else. All this equality was due to the 211th, 212th, and 213th amendments to the Constitution, and to the unceasing vigilance of agents of the United States Handicapper General.”― Kurt Vonnegut Jr., Harrison Bergeron
Have you read this short story by Kurt Vonnegut, Jr., an incisive satirist who – much like The Simpsons – accurately anticipated where our collective human foibles would take us as a global society?
The tale depicts a world where differentiation is a threat and authentic connection even more so, and in a byzantine mix of tech and legislation, people are saddled with physical governors (headphones blaring cacophonous noises for the musically gifted, leg weights for the agile, etc) to bring everyone to a non-threatening state of utter conformity.
Why am I sharing this? Because, sometimes, a given industry or profession while celebrating innovation in the abstract creates layers and layers of risk averse bureaucracy that derails these aspirations.
A company may hire experienced talent but won’t empower them to level up from their prior roles. Technology may even be introduced that, on the face of it, is intended to supercharge creativity and engagement but brings a sea of mediocrity. And when faced with true innovation – novel ideas from the human heart – leaders may recoil in fear, dismissively asking, “Is anyone else doing this?” Hence, truly great ideas then may share the dark fate that befalls Harrison in Vonnegut’s piece.
In a market where many firms now license the same research tools, CRMs and AI assistants, the differentiator isn’t the software. It’s the people running it. Two traits predict whether a professional services marketing team will translate client intelligence and new technology into real growth: intellectual curiosity (a hunger to ask better questions and test new approaches) and empathy (a disciplined ability to see matters through a client’s eyes).
These are not soft skills; they’re growth skills. When you design hiring, training and operating rhythms around them, data gets used, technology sticks, and clients feel understood. Intellectual curiosity and empathy are skills to be celebrated and encouraged, not constrained.
Curious teams use more (and better) data and adapt faster. Research summarised in Harvard Business Review shows curiosity improves problem solving, collaboration, and decision quality – especially when faced with uncertainty. A cross-industry study by SAS found “high-curiosity” employees use more data types in their work (customer, performance, and employee data) than their low-curiosity peers, which is exactly what modern client intelligence demands.
In other words, curiosity turns tools and dashboards into insights and experiments instead of shelfware [HBR, 2018; SAS, 2023].
Empathy is the growth engine that converts those insights into loyalty and referrals. Corporate counsel [GC] overwhelmingly recommends firms for one reason above all: superior client service. In BTI’s national study, 70 per-cent of unprompted recommendations cited client service – not price – as the driver; four in 10 GCs specifically included “understands my business” within that service definition [BTI Consulting, 2022].
For law firm marketers, empathy isn’t performative warmth. It’s operational: interviewing clients, translating their risk language into campaigns and pursuit strategies, and coaching lawyers to reflect that understanding in every touchpoint.
Client listening is the bridge between curiosity and empathy, and it measurably pays. Thomson Reuters’ Stellar Performance research found only about 27 per-cent of clients are asked for formal feedback by their firms, yet clients who participate give those firms a 34 per-cent share of their external legal spend versus a 14 per-cent baseline. They are also more likely to recommend the firm [Thomson Reuters, 2023]. If you want a single, evidence-backed action that grows wallet share and affinity, institutionalise and scale client feedback.
Collaboration multiplies the effect. When clients see a collaborative team – three or more lawyers with complementary strengths acting as one – the share of wallet can rise from 14 per-cent to 56 per-cent, according to Thomson Reuters’ Market Insights data.
Yet most firms underuse this lever. In a Thomson Reuters Institute survey, 71 per-cent of marketing and business development [MBD] leaders said collaboration across practices had not increased; among the minority who did see collaboration rise, 100 per-cent reported positive results [Thomson Reuters, 2024]. Curiosity assembles the right team; empathy keeps it coordinated around the client’s definition of value.
Technology adoption is finally catching up, but outcomes are uneven because the human layer is missing. The ABA’s 2024 Legal Technology Survey shows AI adoption nearly tripled year over year, from 11 per-cent (2023) to 30 per-cent (2024) overall, with 4 per-cent % of 100+-lawyer firms reporting AI use.
That’s encouraging but contrast it with CRM reality: LSSO reports 80 per-cent-plus of firms have a CRM yet only 20 per-cent rate it effective. Separate data show only 40 per-cent per-cent of lawyers use CRM at all and just 25 per-cent use it regularly [ABA, 2024; LSSO, 2022]. The lesson: tools don’t create growth; curious, empathetic operating habits do.
If you need one more reason to connect client intelligence with empathetic execution, consider the economics of retention and relevance. McKinsey finds effective personalisation – grounded in data and client understanding – lifts revenue five to 15 per-cent and improves marketing ROI 10 and 30 per-cent. Pair that with Bain’s long-standing finding that a five per-cent increase in customer retention can raise profits 25 to 95 per-cent [McKinsey, 2021; Bain & Company, 1990]. In legal, where switching costs and trust are high, the compounding effect of keeping and growing the right clients is profound.
“Growth comes when a curious team keeps digging for the real problem and an empathetic team keeps designing for the client’s reality.”
How to build a curious-and-empathetic marketing engine
At this moment you might be thinking to yourself, as a hard driving, get stuff done business leader, “All well and good, Roy. Thanks for existential musings and obscure literary references, peppered with some soul-crushing factoids. How do I operationalise any of this?” I’m glad you asked…
1. Hire for it (and audition it)
Add structured prompts to interviews: “Tell me about a time you changed your mind from a client/customer interview,” or “Walk me through a time a data point contradicted your intuition—what did you do?” Ask candidates to run a 20-minute mock client/customer discovery interview (with you role-playing as said client/customer) and to write a three-paragraph summary of business issues, not just legal needs. You’re testing listening, probing, and synthesis, not polish.
2. Make client listening a weekly ritual, not an annual event
Aim for a simple, tiered programme: quarterly deep-dive interviews for top accounts; semi-annual pulse surveys for the next tier, and lightweight win/loss calls within two weeks of every major pursuit. Track three fields in CRM for each contact: top business priority, top personal KPI, and last feedback date.
3. Pair “nerd brain” with “heartbrain” in account teams
Create micro-squads for priority clients: one data-first marketer (curiosity to mine matter history, industry signals, buying-center maps); one relationship designer (empathy to craft executive conversations). Publish a one-page “client understanding brief” before every pitch.
If you haven’t conducted a DISC assessment [dominance, influence, steadiness, and conscientiousness] among your teams, do it. I know it feels like a throwback to some, but DISC works because it WORKS. If you want to find out quickly the superpowers and collaborative strengths of your teams – and have some revelatory and fun team building in the process – take the time to do this. The results will be informative and will be instrumental for the success of this tactic.
4. Turn technology into habits
Make “Friday five” a standing rule (log five meaningful updates per lawyer), create auto-ingestion of contacts from email and events, and build a two-minute “after-meeting” form. Empower your MBD colleagues to remind, support, and cajole their lawyers. That interaction will surface new opportunities and create crucial connection points.
5. Personalise at scale but start narrow
Pick one vertical and two common business problems. Build a reusable insight spine: pain-point hypotheses, diagnostic slides, a “what we’re seeing” briefing, and case blurbs. Use client intelligence to sequence outreach. Again, engage your MBD teams here. The conversations must not be siloed. This information will be crucial to work smarter (not harder).
6. Measure what matters
Track: share of wallet; feedback coverage; cross-sell collaboration; cycle time to value; and adoption.
7. Coach lawyers the same way you coach marketers
Run short clinics on layered questioning, mirroring, summarising, and closing with next-step experiments. Pair rainmakers with marketers in client meetings.
Bottom line
Client intelligence and modern tools are necessary but insufficient. Growth comes when a curious team keeps digging for the real problem and an empathetic team keeps designing for the client’s reality. Do that consistently – through feedback, collaboration, and disciplined use of technology – and the well-documented economics of retention, personalisation, and share-of-wallet, start working for you.
About the author
Roy Sexton has more than 25 years’ experience in various industries with nearly 15 spent in the legal marketing field at prominent global firms. His career knowledge includes public relations and marketing planning, business development strategy, digital and social media outreach, attorney onboarding and practice development.




















