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19 – Malorie Peacock – Trial Tips: Voir Dire, Visuals, and Technology

Every month, our podcast receives questions from our listeners (which we love by the way, keep them coming) and we take the time to respond to each individually. After 8 months of being on the air, we thought it might be fun and valuable to dedicate an episode to reflect and respond to some of these questions in a new series we’re calling “TLN Table Talk.” In this episode of Trial Lawyer Nation, sought-after trial lawyer and fellow partner at Cowen | Rodriguez | Peacock, Malorie Peacock, flips the script and puts Michael in the “hot seat” for an open discussion to answers questions from our listeners.

Malorie digs right in with a note from a listener that asks – “Knowing that we all need to try more cases to get better, and sometimes you just can’t get to trial for one reason or another, how do you practice for the big moment of going to trial?” Michael reveals how he personally prepares for each trial and his approach toward different types of cases and jurors, along with his thoughts on prepared scripts. He goes on to share outstanding insights about planning and practicing for voir dire, where you don’t know what the jury panel is going to say; and allowing the truth to be acknowledged without letting it throw you off your intended path. Interestingly enough, Michael’s use of pizza and beer to get a deeper understanding of a case, while simple in practice, can also be incredibly useful in the courtroom. Michael also opens up about his rekindled respect for inclusive voir dire with a recent example of a case that turned a $125k offer into a $1.25M verdict, seemingly built in voir dire, before any evidence was ever discussed.

From there, Malorie talks with Michael about the firm’s strategy in trying most cases in pairs and asks him why he believes it’s better. His answer is perhaps not what you might expect, and the discussion shifts toward courtroom perceptions. Michael and Malorie both agree that every perception matters: from how you dress, to how you interact with your staff, to how people see you drive away in the parking lot. The same goes for your client too! Both also agree that understanding visual communication is extremely important as a trial lawyer.

Trial technology seems to be a hot topic for our listeners with all kinds of questions around what types we use, how we utilize them, and the thoughts around why we use them (or not). Michael is quick to point out that we all need to remember the purpose of the tech and the need to tailor the tech to the case, so you don’t look too slick when the other side brings in a manila folder and a legal pad. He does recommend that if the courtroom, and your budget, allows, there are some specific pieces of technology that are far better in his opinion in helping jurors understand pieces of evidence, so long as you are comfortable with it and prepared to proceed when it doesn’t work.

Michael and Malorie close the conversation in talking through strategies on figuring out how much money to ask a jury for and how to actually ask for it, the details of which you’ll have to listen to learn. Trial Lawyer Nation plans to do more “Table Talks” in the future as this podcast has always been about inclusive learning for all in our industry, which includes learning from each other! Please keep submitting your questions, comments, and topic suggestions to podcast@triallawyernation.com; and be sure to like, share, and subscribe to get the latest from the Trial Lawyer Nation podcast!

For more information about Michael Cowen, go here.

For more information about Malorie Peacock, go here.

18 – Jude Basile – A Trial Lawyer’s Favorite 2 Words: All Rise

In this episode of Trial Lawyer Nation, Michael Cowen sits down with well-established and extremely accomplished trial lawyer, Jude Basile, from San Luis Obispo, CA. Growing up, Jude knew early on he had a tremendous desire to become a trial lawyer, a profession he describes as one where he can talk to ordinary people about what’s right and what’s wrong.

Jude’s passion for jury trials is palpable from the very beginning of his conversation with Michael where he describes the evolution of how our “enemies” approach us and the power of the jury. He talks about the numerous delay tactics to drag things out, throw broad nets in discovery, and other roadblocks to stop us from getting to trial. And he reveals the power a jury has to level the playing field, which is getting hard to hold on to. In fact, if there was one thing he could change, he says it would be some legislative enactment where we could limit those obstacles so we could have easier access to a jury, because it seems like the only cases which can go to jury now are very big and very expensive cases. This is likely why his two favorite words are “all rise.” He goes on to describe how the 7th amendment has seemingly evolved over the years into the right to present a case to an arbitrator, or to an adjuster, or a mediator. Of course, there are cases that reach a jury but there is a tremendous fight to get to a jury trial, in his experience. Michael notes this fight also tests your determination and desire to get there, because not everyone has it and there are different forces at work with each case.

Michael asks Jude his advice for aspiring trial lawyers on the things to be done to develop trial skills. Like many great attorneys will tell anyone looking to become a trial lawyer, continuous education is important (as he notes several of the great authors of the books in his office such as Moe Levine, Jim Perdue, Mark Mandell, and others), but there is no substitute for trial experience. Jude recommends starting by working with a local prosecutor or public defender’s office. He suggests if you can try a DUI case you can likely try any type of case: they have direct and circumstantial evidence, eye witness testimony, expert testimony, breathalyzers and other scientific equipment, chain of custody, blood samples, and you can learn all the evidentiary components in a case.

Trial lawyers are great story tellers to which Michael explores how to find the right story to tell. Described as the fundamental understanding in which all communication is a “story,” Jude explains the importance of understanding our own story first before trying to understand the other side’s story. He recalls a trial where understanding his own story helped him essentially win a case during jury selection after a potential juror questioned if Jude was “in it for the money.” His answer was not only truthful and heartfelt, but also brilliant, proving that sometimes the most difficult moments during a trial allow the most powerful things happen. Michael also points out when you deny truths, even when they are inconvenient, you lose credibility. Jude goes on to share another story about a case he is looking forward to trying in the coming months where the impact of money is of little importance versus the non-monetary considerations important to be met. Both Michael and Jude agree sometimes there are factors more important than money such as education, or the impact of change which can lead a case in the direction of betterment of everyone, which make them truly satisfying cases.

Michael and Jude conclude their conversation with a discussion on the fears (and successes) of turning down cases. This is a hard practice to implement, but the benefits can be surprisingly tremendous toward living the life you want to live… a habit few understand and even fewer are successfully able to implement.

For more information about Jude Basile, visit: http://www.basilelaw.com/

Jude Basile has been instrumental in developing and presenting compelling case stories to move juries to do right. His practice is based out of San Luis Obispo California. He concentrates on working with other lawyers, throughout the state, as lead trial counsel, to continue to share, develop and expand the method of simple, yet powerful truth telling.

He has received 6 Outstanding Trial Lawyer awards from Consumer Attorneys of San Diego, including Trial Lawyer of the Year. He has been named California Central Coast Trial Lawyer of the year 3 times. He is past president of the Trial Lawyers College having been personally selected by legendary trial lawyer Gerry Spence.

His verdicts include 7 and 8 Ligure results against corporations and governmental entities, on behalf of individuals and families. He is an invited member of the prestigious Inner Circle of Advocates limited to 100 of the best plaintiff trial lawyers in the nation. He belongs to the exclusive membership of the Black War Bonnet Society, which stands for high achievement and discipline in the pursuit of physical mental and spiritual wellness.

He is a frequent, invited presenter to Trial Lawyer and Bar Organizations throughout the country.

He has practiced trial law since 1982. A member of the United States Supreme Court, California, Georgia and Federal bars.

He lives on the doorstep to Big Sur California with his wife and 3 children and enjoys hiking, and contemplation in the Coastal Mountains.

For more information about Jude Basile, visit: http://www.basilelaw.com/

17 – Jesse Wilson – Turning Victims into Victors in the Trial Lawyer Theatre

In this episode of Trial Lawyer Nation, Michael Cowen sits down with communications specialist, speaking coach, and jury trial consultant, Jesse Wilson. As a student of Julliard and with a background in theatre, TV, and film, Jesse’s transition to the trial lawyer consulting world doesn’t seem ironic at all seeing as every courtroom shows us different characters. Ask him what he does, and his answer is “I help human beings become human beings in front of other human beings,” describing his talent to a “T.”

From his early studies in theatre, one technique he was taught using masks made such an impression on him that he continues to use it to this day. Literal face masks are a powerful communication tool as well as a strong metaphor for the masks we wear in our lives, Jesse says. As the old saying goes, “what we resist, persists,” and they (masks) allow us to turn toward the dark and deplorable and use them as an opportunity. Jesse describes his initial success using masks came while directing inmates in jailhouse theatre where they were able to play different roles in order to understand different perspectives.

Today, Jesse uses these techniques with trial lawyers and clients alike to aid in showing the human spirit in the courtroom and fighting against the natural urges to cast themselves as the “characters” they think the jury wants to see them as. He discusses in more depth the need not to show emotion but rather to be emotionally available and the need to show that your client knows joy, can feel joy, and is fighting for joy. If you don’t do that, then you end up becoming your own audience member and the jury no longer has the ability to become the “hero.” It’s the worst thing that can happen to an actor as well as for a trial lawyer. In the end, our job as lawyers is to show what our clients have lost, and in order to do that we need to show the jury what they had by talking about the times of joy. We, and the jury, can feel the loss 1,000 times more through the joy than through the grief. In other words, Jesse points out, we don’t need to show their grief or tears, we need to show that they are a fighter; and the subtext in this paradox is revealed that the one thing that is more powerful than a man crying is a man trying not to cry.

The process Jesse uses isn’t cookie cutter by any means: he spends as much time as possible with the client being the human sponge and soaking up all the information he can and then “squeezes the orange” to formulate the narrative, language, and themes. By using movie questions like: What’s your favorite movie? Who’s the main character? What is his main obstacle (the thing that is holding them back from what they want)? This helps to create the understanding of story while avoiding talking about their own life in order to put them on common ground. He goes on to ask – if you took away the main obstacle, would you want to see the movie? Most, of course, say no without hesitation because it would be really boring and the story would have no place to go. Kind of like in the movie Jaws if you were to take away the shark. This conversation then sets the stage and helps clients to understand the importance of the struggle and the value of the story in its entirety, which eventually leads to talking about the details of their own story.

Michael relates a similar example where a client lost her right arm and was right handed. In the beginning, they were just showing liability and mentioned the amputation and the focus group felt that “sure the case is worth $1M and she is probably trying to cash in and doesn’t want to work anymore” and a lot of other negative things. Then they showed video of her doing cross fit, saying she’s not going to let this beat her, lifting more weight with her left hand than she used to with both hands, and the focus group numbers just skyrocketed for what they were willing to give. All because she was no longer playing the “victim.” Michael refers to it as displaying the hope dynamic where if you are asking the jury to help you, they need to see what you are doing to help yourself.

Of course, no amount of money will ever make our clients’ lives whole again, but what you’re doing is helping them to continue to get better. They discuss that it’s really a tough position to be in during a trial because clients feel like they need to stay hurt and not move forward, yet they are really hurting themselves more by NOT continuing to move forward. Jesse also points out that it is one thing to work with someone who has had a lifetime of joy and then (bam!) it’s lost due to a death or injury, but it is another to work with someone who might have a lifetime of abuse or neglect or has a negative self-image and needing to somehow get them to the point in the eyes of a jury where we can understand the extent of their loss. Certainly, a deep and difficult discussion to have for anyone, but an important one to uncover the emotional evidence in a case.

Michael and Jesse conclude their conversation discussing the other “roles” that need to be cast in the trial story like the villain, along with the characteristics and conduct that reveal them as villains. Truly a powerful and enlightening peek behind the curtain of the great work Jesse is bringing to the courtroom in some of the country’s biggest cases.

For more info on Jesse Wilson visit: www.tellthewinningstory.com

 

Workshop Discount: Trial Lawyer Nation listeners are able to receive a 10% discount on any of Jesse’s workshops in 2018 or 2019. To take advantage of this discount, please sign up for a workshop through his website and use the access code PODCAST.

 

Jesse Wilson is a communication specialist, speaking coach, and jury trial lawyer consultant. A Juilliard Theater graduate, after 20 years of working in the world of theater, TV, and film, he has created “Tell The Winning Story” to empower trial lawyers to deliver high-impact presentations, as well as rapidly transform their communication and collaboration skills to effectively prepare clients and witnesses to testify. Jesse was inspired to create “Tell The Winning Story” after co-developing a Theater-Behind-Bars program for inmates.  The program helped inmates make powerful changes in their lives.

The true power of a story always comes from inside us, the storyteller… And the path to developing a winning story begins with the lawyer owning their own story. “Tell The Winning Story” provides the lawyer the difference between telling a “hidden, safe, ‘surface’ story,” and powerfully connecting to a story that goes right to the heart of their audience, whomever that audience happens to be.

Jesse’s hands on training is featured in his seminars, law firm retreats, intensives, workshops and webinars.

For more info on Jesse Wilson visit: www.tellthewinningstory.com

16 – Devin Herz and Delisi Friday – Legal Marketing that Stands Out

In this episode of Trial Lawyer Nation, Michael Cowen sits down with Devin Herz, Chief Creative Consultant and Founder of Dynamic Marketing Consultants (DMC), along with the Marketing Director of Cowen | Rodriguez | Peacock, Delisi Friday. Devin describes his passion for marketing from a very young age as he watched his family build a small empire of retail stores taking particular notice of the marketing that made them so successful and later leveraging his creative genes and marketing strategies to help businesses multiply their revenues.

Devin talks through how his firm prides itself on developing marketing initiatives that stand out from the average industry niched pieces and credits some of their versatility to the fact that they don’t just work with attorneys, which helps to keep things fresh. When asked by Michael about the “silver bullet” of marketing that will bring in all the cases he needs to retire in a matter of years, Devin points out several realistic views that can achieve the same result and mentions if there were such a “bullet,” we’d all likely be retired already.

Seeing as the Trial Lawyer Nation podcast is aimed at personal injury lawyers, Devin is asked about the marketing tactics he’s seen that have worked and not worked in this specific industry to which he gives the example of looking at a website. He describes the differences between a legal firm’s website that is just like all the rest, touting the attorney’s credentials, and how they’re the best and will win every case; versus one that speaks more to the intended audience on a human level while balancing the authority-building credentials, which ultimately projects a much more successful image of that firm. Delisi also points toward delivering a consistent message to your audience, citing a recent referral from an attorney they have been marketing to for a long time whom they are now excited to work with more regularly. “It’s the marathon, not the sprint” as Devin puts it. And Delisi applies this same thought process to the attorneys who advertise with bus wraps and billboards. Michael agrees with both as he recalls the different “slow burn” strategies he’s implemented with Dynamic Marketing Consultants over the years that have proven to be successful at varying rates.

Devin describes the prioritization of audiences and the group that most attorneys, and business owners in general, tend to overlook when determining the best ROI for their practice. This parlays nicely with his discussion with Michael for those who may not have a 6-figure marketing budget, where Devin describes the internal marketing processes that are important to have in place and refined BEFORE targeting tons of new clients or cases.

The topic of social media also comes up, as the three discuss the importance of being relatable online in an era where every potential new client does their due diligence before calling a lawyer. Delisi talks about being personable because “someone is going to call you if they feel like they can actually relate to you.” Michael is of the same opinion sharing the importance of not always being about business and Devin eloquently states “social media is called ‘social media’ for a reason.” With social media being a necessity for lawyers, the conversation transitions into the different ways to automate this marketing technique and topics (like politics) to be careful discussing.

Michael and Delisi conclude the episode with a look back at how they started working together with DMC and the trials and tribulations they went through (like the split testing “trial by fire” of having multiple firms market an event), before partnering with DMC in a substantial way to become a valuable extension of their marketing team.

 

Background on Devin Herz

With 25+ years in marketing, Devin has not only been able to hone the craft of ROI-based marketing but has accrued the knowledge required to build a world class team of consulting and marketing experts. Early on in his professional career, he became the owner of one of Tampa’s most successful event promotion and marketing companies, during which time he was the design and/or print firm for Quiznos, Exit Realty Corporate, Engel & Volkers Corporate, Tampa Bay Lightning, Tampa Bay Super Bowl, over 50 national recording artists, and many other successful individuals and companies. He won Addy Awards for a Dairy Queen marketing campaign and for a brochure for Exeter International, and a Gold Ink Award for design. He is also the Best-Selling Author of “ROI Secrets Revealed,” and continues to share his expertise with the public in books, through blogging, and in interviews.

Book a one-on-one call with Devin:

http://dynamicmarketingconsultants.com/schedule

 

Background on Delisi Friday

As the daughter of a trial attorney, Delisi is no stranger to the legal industry and has over 10 years of legal experience.  Her strong ties to the legal community, along with a deep understanding and respect of the litigation process, have helped her succeed in her role as Marketing Director for Cowen | Rodriguez | Peacock. With a passion for legal marketing, Delisi is regularly working on branding initiatives, seminar planning, communications, business development, and the podcast Trial Lawyer Nation. She currently serves as Chair of the San Antonio city group and on the southwest regional conference committee for LMA (Legal Marketing Association). With a previous career in television and film, including a degree from the famed AADA (American Academy of Dramatic Arts), Delisi uses the experiences she learned from shows like Friday Night Lights, That’s So Raven, and Saturday Night Live to help the firm effectively tell a client’s story to a jury.

For more info on Delisi Friday visit:

https://www.cowenlaw.com/team/delisi-friday

15 – Phillip Miller – Understanding the Minds of the Jury

In this episode of Trial Lawyer Nation, Michael Cowen sits down with author, trial consultant, and lawyer Phillip Miller from Nashville, TN.

Oddly enough, Phillip never planned on being a lawyer, being raised as a “military brat” traveling the country with his family that had a background in medicine in the military. It was actually the misfortune of dealing with attorneys in the wake of his father’s unfortunate passing, and subsequently his mother passing 11 months later, which led him to want to go to law school at night while working during the day as a systems analyst. His practice started from humble beginnings to the point where he was paying overhead with no cases and not really knowing anyone in the field. However, his first case, which happened to be a car wreck, helped him to see his future in personal injury law.

Phillip credits his path to early success to his emphasis on education and taking as many CLE courses as possible. So much so that he began to have as much knowledge as those who were teaching the courses and soon after found himself invited to be on faculty with ATLA, which propelled his learning even more. Phillip notes that you don’t just get invited and start teaching. You first start out by writing a paper on the subject matter, which led to him reading more and becoming exposed to other great lawyers, and the cycle continued to help make him a better lawyer too. Michael also recalls a similar feeling of learning more from doing research and writing papers than from going to lectures to hear others speak on a topic.

Phillip discusses his views on learning from others and says that if you only talk with those who are practicing the same things in the same area, you’ll likely turn out to be just like them. Whereas he has sought to talk and learn from people from all over the world, just to get a different perspective on how others try those very same cases and continues to work cases from all four corners of the country and everywhere in between.

When asked by Michael about his approach to cases when he gets brought in, Phillip sites having worked with and picked up methodologies from Rodney Jew, like becoming an expert in taking depositions and the strategy behind them. As a great example of this, Phillip talks through the idea of “jury proof,” which goes beyond just the duty of breach, duty of causation, and damages line of questions and instead delves into other questions that, if aren’t explored, result in a jury filling in their own answers. In other words, thinking beyond the obvious questions and answers that will help to win your case and looking at the case through the lens of a defense juror. Phillip goes on to say that these techniques are great for finding the “land mines” which could potentially damage a case. Then taking it a step further to use focus groups to help prioritize those detrimental pieces of jury proof, which helps to set up cases to be tried in an order geared towards a jury.

Phillip continues to talk through these “land mines” and the idea of working through the “bad” facts of a case to make them irrelevant or immaterial to the case, which sometimes includes just accepting them and moving on. He also notes that this does not always come easy to plaintiff’s lawyers who are used to fighting for their client.  Michael also points out (from something Phillip mentioned earlier in the day) that juries tend to make the trials about what you take time to make them about; so when the defense has something bad for your case and you spend time fighting about it, you end up making the focal point of the case more about that item.

The episode concludes with a discussion of the 5 things Phillip has learned about focus groups and juries and their significance to every case. He even gives some great insights on a product liability case involving talcum powder he worked on recently that really drives one of those jury lessons home.

 

Background on Phillip Miller

Phillip is nationally recognized for his work as a deposition/trial strategist and has been hired by firms in 30 states and the District of Columbia to help them prepare their biggest, most significant cases. Phillip maintains an active practice in Nashville, TN. He has been certified and re-certified as a Civil Trial Specialist, he is AV rated, and has been designated as a Super Lawyer repeatedly. His innovative approaches and case strategy work, including techniques like the “Miller Mousetrap” have earned him recognition among trial lawyers nationally. Although 70% of Phillip’s time is doing deposition/case strategy and focus groups for other firms, Phillip has personally tried to a verdict both a tractor trailer case, and a school bus case within the last 12 months.

His two most recent books (co-authored with his friend, Paul Scoptur) are “Advanced Deposition Strategy and Practice” released by Trial Guides in July 2013; and “Focused Discovery” in the newly published Anatomy of the Personal Injury Lawsuit, in 2015.  His newest book “Focus Groups – Hitting the Bullseye” is published by AAJ Press and released in January 2017.

For more info on Phillip Miller, visit:

https://philliphmiller.com/

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