Podcasts about achieving more

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Best podcasts about achieving more

Latest podcast episodes about achieving more

The Smart Communications Podcast
Episode 183: How can you break free from being busy?

The Smart Communications Podcast

Play Episode Listen Later Apr 2, 2025 30:05


Are you constantly busy but never feel accomplished? Farra Trompeter, co-director, and Kishshana Palmer, author, discuss Kishshana's book, Busy Is a Four-Letter Word: A Guide to Achieving More by Doing Less, what it means to work smarter, not harder, and offer practical insights for how personal development is professional development

Law Firm Autopilot
305: Improve Your Memory using Proven Techniques (with Anthony Metivier)

Law Firm Autopilot

Play Episode Listen Later Apr 1, 2025 57:23


In a world where we rely on digital tools to remember things, the ancient art of memory training seems to have been forgotten. Which is a shame because memory training provides many advantages—especially for lawyers who need to retain vast amounts of information. In this episode, memory expert Anthony Metivier explains how to develop extraordinary recall using personalized techniques that make memorizing more engaging and effective.  If you've ever wanted a sharper memory and a stronger mind, you'll relish what you'll learn in this episode. In this episode, you will hear: Learn about memory palaces and association strategies for organizing and recalling complex information. Discover real-world applications of memory mastery, especially in professions like law, for better persuasion and connection. Personalization of memory techniques for effective long-term retention and practical everyday use. Embrace the transformative power of memory training for personal growth and cognitive enhancement. Resources from this Episode About Anthony Metivier Magnetic Memory Course by Anthony Metivier Anthony's podcast:  Magnetic Memory Method My blog post on How to Improve Memory Using Proven Techniques General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

The Motivated Mind
The Moment I Knew I Had to Slow Down

The Motivated Mind

Play Episode Listen Later Mar 27, 2025 7:57


We all know the feeling—the hustle, the grind, the constant push to achieve more. But what happens when the grind you thought you wanted starts to take its toll? In this episode, I reflect on the last few years of my life, sharing some personal realizations about the pursuit of success, balance, and the unexpected lessons that come with slowing down.For more go to: www.scottmlynch.comThis episode is brought to you by:AWE TilesLevel up your life by joining my Patreon where you'll get exclusive content every week and more badass offerings (rips t-shirt in half, Hulk Hogan style, and runs around the room). And/or…Unlock practical and tactical insights on how to master your mindset and optimize your happiness directly to your inbox.If you're a glutton for punishment and want more swift kicks in the mind follow me on social:InstagramYouTubeLeave a review and tell me how I suck so I can stop doing that or you can also tell me about things you like. I'd be okay with that, too.Produced by ya boi.Past guests on The Motivated Mind include Chris Voss, Captain Sandy, Dr. Chris Palmer, Joey Thurman, Jason Harris, Koshin Paley Ellison, Rudy Mawer, Molly Fletcher, Kristen Butler, Hasard Lee, Natasha Graziano, ⁠David Hauser⁠, Cheryl Hunter, Michael Brandt, Heather Moyse, Tim Shriver, and Alan Stein, Jr.

Law Firm Autopilot
304: Subscription Pricing for Transactional Lawyers (with Mathew Kirbis)

Law Firm Autopilot

Play Episode Listen Later Mar 18, 2025 40:15


Mathew Kerbis transitioned his billable hour practice to one that uses subscription pricing exclusively. Find out how he did this, and how subscription pricing works for transactional lawyers. Also discover how AI is making it work even better. In this episode, you will hear: Transitioning from billable hours to subscription-based legal services Integration of AI tools to enhance legal workflows and client satisfaction Flexible pricing strategies and maintaining low operating expenses Insights from other entrepreneurs on technology-driven innovation Benefits of project-based tracking over traditional time tracking Resources from this Episode Mathew's website: The Subscription Lawyer Mathew's podcast: Law Subscribed Mathew's LinkedIn Profile Paxton.ai - Service Mathew uses and recommends Google Notebook LM Plus - Service Mathew uses and recommends Perplexity Pro - Service Mathew uses and recommends General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
303: From Russia with Passion & Drive - Miami attorney Ilona Anderson

Law Firm Autopilot

Play Episode Listen Later Mar 4, 2025 54:11


In this episode you'll meet an attorney named Ilona Anderson who was originally from Russia but came to the U.S. when she was sixteen and pursued her passion for law. You'll learn about her first job working in a big Miami firm, where she handled commercial litigation cases. We discuss the importance of using systems and her interesting take on what good systems look like in a law practice. We talked about the best tools to store SOPs, and why she's exploring the use of a popular tool called Notion (and why I recommended she think that decision through carefully). In this episode, you will hear: Ilona Anderson's journey from Russian immigrant to successful Miami attorney and entrepreneur Founding her own employment law practice after facing career challenges and denied flexible work arrangements Importance of systematization and delegation in law practice management Embracing technology and automation tools like MyCase, GoHighLevel, and AI to enhance legal practice Transition from litigation to trademark law to support entrepreneurs Radical responsibility and mindset shifts for personal and professional growth Resources from this Episode Ilona's firm website Ilona's LinkedIn profile Ilona's Substack newsletter Anthony Metivier's free memory training course General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) General Resources Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
302: Photographic Memory: A Skill You Didn't Know You Had

Law Firm Autopilot

Play Episode Listen Later Feb 18, 2025 33:50


In this episode, you'll learn that you have a photographic memory without knowing it. Just like Baton Rouge attorney Tony Clayton who can remember names and faces instantly, which helps him recall details about jury pool members, even groups of 50 to 75 people. By the end of the episode, you'll understand how to unlock this skill to remember anything you want to and you'll be completely astonished. In this episode, you will hear: Unlocking the potential of photographic memory through accessible techniques. Exploring the historical and modern relevance of the loci system, dating back to Simonides of Ceos. Using mnemonic devices and bizarre visual imagery to enhance memorization and retention. The transformative impact of memory mastery on personal and professional growth. Practical applications of memory techniques, including memorizing numbers and historical figures. Resources from this Episode Moonwalking with Einstein, Joshua Foer Deep Work, Cal Newport The Memory Book, Harry Lorayne & Jerry Lucas General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)

Law Firm Autopilot
301: Stop Losing Billable Hours: How AI Simplifies Time-Keeping & Billing for Lawyers

Law Firm Autopilot

Play Episode Listen Later Feb 4, 2025 42:46


Nancy Jeng, co-founder of Billables.ai, reveals how passive time-keeping is changing the game for lawyers—capturing billable hours with zero effort and tailoring entries to your style. Learn how this AI-powered tool integrates seamlessly with Clio, Microsoft, and more, while offering surprising benefits even for lawyers who don't bill for their time.  In this episode, you will hear: The transformative power of AI in legal timekeeping and billing Seamless integration of Billables AI with platforms like Clio, Microsoft, and Google Automation of time capture processes for precise and efficient billing Overcoming challenges in legal time management with AI-driven tools Versatility of Billables AI for various billing models, including flat fee and contingency-based firms Emphasis on personalization and adapting to individual user preferences in billing practices Resources from this Episode Billables.ai website 1-Minute Video Demo of Billables.ai (YouTube) 2-Minute video from Nancy's demo to my Inner Circle Nancy's email address: nancy@billables.ai General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
300: Leveraging AI by Balancing Critical & Creative Thinking

Law Firm Autopilot

Play Episode Listen Later Jan 21, 2025 19:48


Want to harness the power of AI while at the same time minimize risk? Then learn to balance critical and creative thinking as you use AI in your law practice. Listen and get concrete recommendations for making this happen now. In this episode, you will hear: Exploring AI's role in enhancing legal practice for solo and small firm lawyers Balancing critical and creative thinking in law with AI tools Practical steps for integrating AI, starting with low-risk tasks Importance of collaborative learning and peer insights in AI adoption Embracing AI's potential despite its flaws and imperfections Resources from this Episode Inner Circle membership link Loom video of How to use a Custom GPT to improve Writing General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
299: The Future of Legal Work: What Lawyers Need to Know in 2025

Law Firm Autopilot

Play Episode Listen Later Jan 7, 2025 22:09


How can solo attorneys harness AI to stay sharp and competitive? This episode dives into Microsoft's new report on AI and how it will impact legal research, document review, and client service. Listen and get practical tips and strategies for leveraging AI in 2025—boosting productivity, streamlining work, and sharpening your edge.  In this episode, you will hear: Embracing AI to enhance productivity and client engagement for solo and small firm lawyers Insights from Microsoft's New Future of Work Report on AI integration in legal practices The concept of microproductivity and breaking tasks into manageable parts with AI Addressing concerns about AI diminishing human intelligence and highlighting collaboration benefits AI's role in contract drafting, client communication, and engagement through chatbots Increasing accessibility and affordability of AI tools for solo practitioners AI's potential to contribute to a more equitable legal system and bridge the justice gap Resources from this Episode Microsoft recent report on The Future of Work NotebookLM (Google's tool for generating realistic discussions between AI bots) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
298: Thinking Like a Philosopher: Jonny Thomson on Truth, AI, and the Socratic Method

Law Firm Autopilot

Play Episode Listen Later Dec 24, 2024 39:14


Oxford philosophy professor Jonny Thomson explains how philosophy sharpens critical thinking, reveals hidden biases, and helps uncover the truth in a messy, complex world. From the Socratic method to the role of testimony and the challenges posed by AI, this episode dives into the intersection of philosophy, psychology, and the modern search for knowledge. A must-listen for lawyers and anyone who values sharper thinking. In this episode, you will hear: Exploration of the intersection between philosophy and artificial intelligence Johnny Thomson's transition from educator to full-time writer and his book "Mini-Philosophy" The role of the Socratic method in philosophy and law Discussion of Meno's Paradox and the debate between rationalism and empiricism Examination of the reliability of knowledge and the importance of reliable sources Contemplation of artificial intelligence's ability to replicate human intelligence Resources from this Episode Jonny's Website  Jonny on Instagram  Jonny on TikTok  Jonny's Big Think articles  Jonny's LinkedIn profile Mini Philosophy, book by Jonny Thomson Mini Big Ideas, book by Jonny Thomson Mini Psychology, book by Jonny Thomson General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Inspired Nonprofit Leadership
283: 3 Essential Strategy Tips for Nonprofit Leaders

Inspired Nonprofit Leadership

Play Episode Listen Later Dec 17, 2024 8:50


In this episode, host Sarah Olivieri dives into the importance of strategic planning and execution, offering three valuable strategy tips you can implement immediately! Tune in for insights and tips to navigate your nonprofit leadership journey effectively. Episode Highlights Understanding Strategy and Execution Tip #1: Achieving More by Doing Less Tip #2: Aligning Projects with Strategic Goals Tip #3: Moving Forward Amidst Uncertainty About Your Host Have you seen Casino Royale? That moment when Vespa slides in elegantly, opposite James, all charming smile, razor-sharp wit and mighty brainpower, and says, “I'm the money”? Well, your host, Sarah Olivieri has been likened to Vespa by one of her clients – not just because she's charming, beautiful and brainy– but because that bold statement “I'm the money” was, as it turned out, right ON the money. Sarah helps nonprofits transform their organizations from failing to thriving. And she's very, very good at it. She's brought nonprofits back from the brink of insolvency. She's averted major cash-flow crises, solved funding droughts, board conflicts and everything in between… and so she has literally become “the money” for many of the organizations she works with. As the former director of 3 nonprofits and founder of 5 for-profit businesses, she understands, deeply, the challenges and complexities facing organizations and she's created a framework, called The Impact Method®️, which can help you simplify operations, build aligned teams and make a bigger impact without getting overwhelmed or burning out – and Every. Single. One. Of her clients that have implemented her methodologies have achieved the most incredible results. Sarah is also a #1 international bestselling author, holds a BA from the University of Chicago with a focus on globalization and its effect on marginalized cultures, and a master's degree in Humanistic and Multicultural Education from SUNY New Paltz. Access additional training at www.pivotground.com/funding-secrets or apply for the THRiVE Program for personalized support at www.pivotground.com/application Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that by following us on LinkedIn. Connect with Sarah: On LinkedIn>> On Facebook>> Subscribe on YouTube>>

When Bearing Witness: Becoming a Trauma-Informed Storyteller
Finding Balance and Joy in Nonprofit Storytelling with Kishshana Palmer

When Bearing Witness: Becoming a Trauma-Informed Storyteller

Play Episode Listen Later Dec 17, 2024 26:19


Send us a textIn this episode of When Bearing Witness, we talk with Kishshana Palmer, a dynamic international speaker, coach, and author, to discuss her new book, Busy Is a Four-Letter Word: A Guide to Achieving More by Doing Less. Kishshana's candid insights offer a much-needed pause for nonprofit professionals and storytellers navigating the relentless demands of their work. We discuss the importance of slowing down to avoid burnout and maintain the authenticity and empathy necessary for impactful storytelling. Through actionable advice and relatable anecdotes, she illustrates how storytellers can challenge unrealistic expectations, push back against "always-on" culture, and focus on what truly matters—crafting stories with care and purpose.Whether you're in the early stages of burnout or striving to lead with your values, this conversation is an invitation to embrace balance in a fast-paced world.About KishshanaKishshana Palmer is an international speaker, trainer, author, and coach with a 20+ year background in fundraising, marketing, and talent management who helps leaders create high-performing teams. She's the CEO of ManageMint, Inc., an organizational development firm focused on helping everyday leaders live well and lead well. Her firm's work centers on equity and social justice and practical solutions for today's organizations. Connect with KishshanaBusy Is A Four Letter Word Book | Website | ManageMintInstagram | LinkedIn | FacebookAbout Host Maria Bryan Maria Bryan is a trauma-informed storytelling trainer. She helps nonprofit leaders tell powerful and impactful stories that resist harm. Maria has over fifteen years in marketing communications in the public sector. She has a Master's Degree in Public Administration, a Bachelor's Degree in Journalism, and is professionally certified in Trauma & Resilience, Trauma-Informed Space Holding, and Somatic Embodiment & Regulation. Maria is a firm believer that storytellers make the world a healthier, safer, cleaner, and happier place. Connect with MariaSpeaking & Training | LinkedIn | Email

Law Firm Autopilot
297: A Year of Remote Lawyering: How Jeff Austin Took His Practice to Patagonia

Law Firm Autopilot

Play Episode Listen Later Dec 10, 2024 31:32


In this episode, you'll hear from Jeff Austin, an estate planning attorney from Durham, North Carolina, who spent a year practicing law remotely while living in Argentina with his family. Jeff will explain how he transitioned to a paperless, remote practice, tackling challenges like how to notarize documents remotely, how to manage client communication, and how to handle physical mail. In this episode, you will hear: Jeff Austin's transition to a remote, paperless law practice while living in Argentina. Innovative solutions for remote notarization and client communication. Maintaining ethical standards as a North Carolina attorney practicing abroad. Practical strategies for building a credible online presence and client trust. The importance of technological tools like eSIM cards and virtual mail services. Adaptability and resourcefulness in international living and remote work. Resources from this Episode MyCase - Practice management software that Jeff used Traveling Mailbox - A physical mailbox service that scans and manages mail.  One Notary - Remote notarization service BestNotary - Concierge estate planning service that provides notary and witness services. Amazon Kindle - E-reader for reading work-related materials Next Stand - Portable laptop stand for ergonomic use. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
296: Mastering Your Zoom Presence: Tips for Looking Professional Online

Law Firm Autopilot

Play Episode Listen Later Nov 26, 2024 17:24


You should optimize your appearance in online meetings and presentations to appear professional, credible and authoritative. You don't need to do a lot to make that happen, and in this episode you'll find out how with tips for best cameras, mics, backgrounds, plus simple, practical tips for being a good host and attendee. Topics covered: Why Your Zoom Appearance Matters The "Zoom Economy": Investing in On-Screen Appearance DIY Tips for a Professional Look Creating the Perfect Background Lighting and Makeup Tips Upgrading Your Webcam and Microphone Best Practices for Zoom Attendees Hosting Effective Zoom Meetings Conclusion and Additional Resources Resources from this Episode On Screen Authority training (free) Dream Studio  (the $8,000 studio) The Hustle article on Zoom trends Instructions for how to upload a custom background to Zoom Canva (for designing the custom background) Amazon soft light options ATR mic I use and recommend General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
295: Deb Feder, a Business Attorney Now Helps Professionals Grow Their Businesses

Law Firm Autopilot

Play Episode Listen Later Nov 12, 2024 61:21


In this episode Deb Feder shares her transition from business lawyer to a coaching business for business professionals. You'll hear about her early career trials, favorite book picks, and how technology has changed the legal profession. She'll also share her great advice on email efficiency, time management, client rapport, boundary setting, and using LinkedIn for business development. In this episode, you will hear: Deb Feder's transition from business law to coaching business owners, including lawyers Insights into refining email communication and mastering time management The challenges and opportunities of practicing law in the pre-tech era of 1999 Importance of authenticity and building genuine client relationships Mindfulness practices and setting boundaries for personal and professional success Resources from this Episode Tell Me More: Building Trusted Client Relationships through Everyday Interactions, by Deb Feder After Hello: How to Build A Book of Business, One Conversation at a Time, by Deb Feder Amplification Analyzer (Deb's tool for helping professionals decide where to best showcase their thought leadership) Blue Ocean Strategy, Expanded Edition: How to Create Uncontested Market Space and Make the Competition Irrelevant (recommended book) Dean Jackson, marketing expert. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
293: Want to Travel the World While Practicing Law? Here's How Brian Dixon Made It Happen

Law Firm Autopilot

Play Episode Listen Later Oct 15, 2024 37:57


Believe it or no, it's possible to work as "digital nomad lawyer" and spend all your time traveling the world. Our guest Brian Dixon knows this first hand.  In this episode, you'll learn about his journey from a traditional law practice to fulltime globetrotter. Listen and learn which practice areas are best suited to this kind of life, and which tech tools are most important to adopt. In this episode, you will hear: Transition from traditional legal practice to digital nomad lifestyle. Balancing work-life with travel, highlighting benefits like flexibility and reduced stress. Practical advice on maintaining reliable connectivity and managing correspondence remotely. Exploration of tools and strategies for remote legal work, including Airalo and VPNs. Importance of having a well-established process before adopting a digital nomad lifestyle. Resources from this Episode Lexis Practical Guidance Airalo eSim card (for low-cost overseas data plans) Wework Co-Working spaces Sony Headphones Travelling Mailbox (for collecting mail) Calendly (automated scheduling) Shokz OpenComm2 headset The Alchemist, by Paolo Cohelo reddit post: "Advice Needed: Are there any lawyers working as a digital nomad who can share how they transitioned to becoming fully remote?" Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
292: The Keys to AI-enhanced Legal Writing (with Ross Guberman)

Law Firm Autopilot

Play Episode Listen Later Oct 1, 2024 45:05


Explore the cutting edge of legal writing with Ross Guberman, the founder of a company called Legal Writing Pro. In this episode, learn interesting ways that generative AI can help lawyers write better briefs and contracts. In this episode, you will hear: Generative AI tools for stress-free, effective legal writing Insights on creating influential legal writing resources Exploration of BriefCatch, an AI-powered legal writing tool Ethical considerations and potential of AI in legal practice Strategies for crafting compelling legal arguments and reply briefs Resources from this Episode Show Note Links LinkedIn post by Carolyn Elefant about using AI to write briefs Point Made: How to Write Like the Nation's Top Advocates Point Taken: How to Write Like the World's Best Judges Deal Struck: The World's Best Drafting Tips Legal Writing Pro (Ross's company website) BriefCatch software SmartBrevity: The Power of Saying More with Less ("Brevity is confidence. Length is fear.") ChatGPT Perplexity Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
291: Judge Scott Schlegel Explores the Use of AI in the Court System

Law Firm Autopilot

Play Episode Listen Later Sep 17, 2024 44:43


In this episode, you'll hear Judge Scott Schlegel explain why he believes that lawyers and judges should know as much as possible about how AI tools work. And why they should gain this understanding by using the tools as much as possible. In this episode, you will hear: Judge Scott Schlegel's career journey from finance to tech-savvy appellate judge. AI tools like ChatGPT, Claude, Llama, Grok, and Perplexity in legal practice. Ethical and practical implications of AI in courtrooms. Innovative idea of using voice clones for jury instructions. Enhancing legal research and case management with AI. Legal challenges surrounding data scraping and intellectual property. Resources from this Episode ChatGPT Claude Perplexity Llama (by Meta/Facebook) Grok (Twitter) LinkedIn posts by Judge Schlegel Substack posts by Judge Schlegel Snell v. United Specialty Insurance Co. (concurrence by Judge Kevin Newsom) ABA Formal Opinion 521 (regarding the ethical use of GenAI) Deep Fake examples (by Judge Schlegel) Judge Schlegel's website General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)

Law Firm Autopilot
290: 3 Keys to a Smooth Running Practice

Law Firm Autopilot

Play Episode Listen Later Sep 4, 2024 42:42


Building a successful law practice is a lot easier when you focus on the right things. And that's exactly how attorney Elise Buie built a thriving practice that's both financially lucrative and immensely enjoyable. In this episode she shares her top three secrets to massive success. In this episode, you will hear: Building a successful law practice with controllable elements and technology Importance of self-reflection and personal responsibility in legal practice Utilizing AI and technology to streamline law firm operations Effective delegation and outsourcing for solo and small firms Emphasis on stoic principles and focusing on the process over results Practical strategies for implementing SOPs and boosting productivity Resources from this Episode Elise Buie Family Law (website) The Teachings of Don Juan: A Yaqui Way of Knowledge, Carlos Casteneda Relentless Solution Focus: Train Your Mind to Conquer Stress, Pressure, and Underperformance, by Dr. Jason Selk Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect, Will Guidara Fair Play: A Game-Changing Solution for When You Have Too Much to Do (and More Life to Live), Eve Rodsky Joey Vitale's Skybreaker website (helps lawyers find overseas VAs) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
289: The Best AI Note-Taking App for Lawyers

Law Firm Autopilot

Play Episode Listen Later Aug 20, 2024 37:37


Every lawyer should use an AI note-taking app, but now there are dozens, so which one should they use? In this episode, we examine the top two apps and compare features so you can make a fully informed decision. In this episode, you will hear: Introduction to AI note-taking apps Personal experiences and insights on the effectiveness of these tools for attorneys. Detailed comparison of features, reliability, security, and integration capabilities. Importance of reliability, security, and integration capabilities. Practical benefits such as transcribing meetings, summarizing calls, and exporting files. Resources from this Episode Otter.ai Fireflies.ai Loom video comparison of Otter.ai & Fireflies Links to sample transcripts of same audio → Otter & Fireflies (covered in the Loom) Plaud.ai Shokz OpenComm2 headset Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
288: ABA Ethics Opinion on Lawyers use of AI

Law Firm Autopilot

Play Episode Listen Later Aug 6, 2024 22:43


The ABA's new ethics opinion on lawyers' use of AI is a must-read, but this episode will give you the key takeaways you need to be aware of. We'll also discuss the provocative statement in the opinion that "AI can help lawyers predict how judges might rule on a legal question based on data about the judge's rulings." Listen now to learn more.   In this episode, you will hear: Discussion on the ABA ethics opinion's claim that AI can predict judicial rulings, despite skepticism due to lack of cited authority. Exploration of the ethical challenges lawyers face when integrating generative AI tools into their practice. How AI is transforming tasks like electronic discovery, contract analytics, and due diligence in mergers and acquisitions. Examination of Rule 1.1 (duty of competence) and Rule 1.6 (duty of confidentiality) with practical tips for staying updated and protecting client information. Resources from this Episode ABA Formal Opinion 512 (Generative Artificial Intelligence Tools) My LinkedIn post about the ABA Opinion (please join the discussion) Allie K. Miller's course on using GenAI My Inner Circle (online community of lawyers) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/  Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

The Millionaire Real Estate Agent | The MREA Podcast
42. The Motivate, Educate, Manage Formula With Gary Keller and Jay Papasan (Part 2)

The Millionaire Real Estate Agent | The MREA Podcast

Play Episode Listen Later Aug 5, 2024 39:46


Welcome back to Part 2 of our conversation with none other than Jay Papasan and Gary Keller! We do a deep dive into managing: How do we turn on self-discipline and accountability to ensure that we have success, and then how do we manage our time such that we get the most out of it.If you're looking for a shiny, new-fangled answer, you won't get it here. Gary and Jay drive home the tried-and-true steps: goals, plans, actions, results, accountability, and then do it all over again. Again and again. We also get into “the path is in the math” and “win the morning to win the day.”Then, in true Gary Keller fashion, we talk about books. Lots of books. Fiction and nonfiction. Check the Resources section below for a list and links.If you've ever wanted to spend time in Gary Keller's library, this is your chance to be there virtually. Soak it in!Resources:Register now for Mega Agent Camp in Austin, TX, August 12-15Listen to Episode 39. The Motivate, Educate, Manage Formula With Gary Keller and Jay Papasan (Part 1)Listen to Episode 25. Ben Kinney's Three Real Estate Success PrinciplesLearn more about the Dunning–Kruger effectFiction books mentioned in the conversation:Tomorrow and Tomorrow and Tomorrow by Gabrielle ZevinFirst Lie Wins by Ashley ElstonExtinction by Douglas PrestonThe Jack Reacher Series by Lee Child and Andrew ChildDark Matter by Blake CrouchAny novel by Matthew RileyThe President is Missing by James Patterson and Bill Clinton Nonfiction books mentioned in the conversation:The Four Hour Workweek by Tim FerrissThink and Grow Rich by Napoleon HillThe list of books that helped shape the way that Gary thinks about business:The Bible or the spiritual book of your choicePizza Tiger by Thomas MonaghanPlatform Revolution: How Networked Markets Are Transforming the Economy and How to Make Them Work for You by Geoffrey G. Parker, Marshall W. Van Alstyne, and Sangeet Paul ChoudaryMcDonalds Behind the Arches by John F. LoveMillion Dollar Habits by Robert Ringer13 Fatal Errors Managers Make and How You Can Avoid Them by W. Steven BrownGive and Take by Adam Grant Masters of Enterprise by H.W. Brands The Roaring 2000s Investor by Harry S. Dent Jr.80/20 Principle: The Secret to Achieving More with Less by Richard Koch Sam Walton: The Inside Story of America's Richest Man by Vance H. TrimbleModern Monopolies: What It Takes to Dominate the 21st Century Economy by Alex Moazed and Nicholas L. JohnsonUnlimited Power: The New Science Of Personal Achievement by Tony Robbins Trammell Crow, Master Builder: The Story of America's Largest Real Estate Empire by Robert SobelSix Thinking Hats by Edward de Bono Pre-order the Millionaire Real Estate Agent Playbook | Volume 2Connect with Jason:LinkedinProduced by NOVA MediaThis podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.Advertising Inquiries: https://redcircle.com/brands

Law Firm Autopilot
287: Social Media Marketing: 5 Pro Tips for Lawyers

Law Firm Autopilot

Play Episode Listen Later Jul 16, 2024 39:27


Social media marketing is easy and inexpensive if you approach it right. Being authentic is one key to success, but there's another word that's even more important. And that's what this episode will explain and discuss. In this episode, you will hear: Leveraging social media for attorneys The importance of relationships in social media marketing The pitfalls of chasing viral content and the value of authenticity Practical social media marketing strategies (ex. content harvesting and sharing local events) Tips for engaging effectively on social media Resources from this Episode My LinkedIn bio My Twitter bio My Instagram bio Marques Brownlee (the YouTube tech guy) The Hustle (best place to get interesting content to share on social media) Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

The Modern American Dream
**Achieving More and Getting the Most Out of Life: A Step-by-Step Guide**

The Modern American Dream

Play Episode Listen Later Jul 14, 2024 21:12


**Achieving More and Getting the Most Out of Life: A Step-by-Step Guide** 1. **Take Responsibility for Your Life:** - Recognize that you are in control of your life and the outcomes you experience. Understand that your actions, decisions, and attitudes directly impact your success and happiness. 2. **Commit to Personal Growth:** - Embrace the journey of self-improvement. Acknowledge that transformation takes time and effort. Be prepared to face and learn from failures, hardships, and setbacks. 3. **Learn from Failures and Pain:** - Understand that failures and painful experiences are part of the growth process. Use them as opportunities to learn, adapt, and become stronger. 4. **Transform Your Mindset:** - Shift your thinking towards positivity and possibility. Believe that you have the power to create the life you desire. This mental shift is crucial for making significant changes in your life. 5. **Change Your Environment:** - Evaluate the impact of your current environment on your progress. If necessary, move to a new place or surround yourself with people who inspire and support your growth. Your environment plays a significant role in shaping your habits and mindset. 6. **Progress Towards Your Goals:** - Identify your true goals and create a plan to achieve them. Take consistent action towards these goals, even if progress seems slow. Moving forward, no matter how small the steps, brings a sense of fulfillment and purpose. 7. **Enjoy the Journey:** - Remember that life is finite, and it's essential to enjoy the journey. While you may not achieve everything you want, the act of progressing towards your goals will naturally lead to a more fulfilling life. 8. **Embrace Continuous Improvement:** - Commit to lifelong learning and growth. As you achieve your goals, set new ones and keep pushing your boundaries. This continuous improvement will enhance your quality of life and keep you motivated. By following these steps, you can take control of your life, overcome challenges, and move towards a more fulfilled and meaningful existence. Join me on this journey of transformation and let's achieve more together! --- --- Support this podcast: https://podcasters.spotify.com/pod/show/dnarealtygroup/support

Law Firm Autopilot
286: Online Workspaces for Modern Law Work

Law Firm Autopilot

Play Episode Listen Later Jul 2, 2024 41:38


Modern lawyers need new workspaces optimized for remote work, virtual collaboration, and asynchronous communication. In this episode, you'll find out which two software tools are the best online workspaces and why popular cloud-based practice management software does not compete with these new options. In this episode, you will hear: Modern online workspaces for remote collaboration Choosing the right online workspace Choosing affordable online workspaces Innovative software tools and productivity Resources from this Episode Craft online workspace Notion online workspace Loom demo/intro video of Craft (made for my friend Mike) InstaHeadshots (professional headshots from smartphone pics) Loom demo of InstaHeadshots (made for Inner Circle members) Check out my Inner Circle (where you'll learn to collaborate virtually and communicate asynchronously with other like-minded solo and small firm attorneys) Take the Law-Tech Assessment to help you understand which tech tools you need to concentrate on to keep your practice modern and competitive. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Becoming Preferred
Rocky Garza – Achieving More than Success

Becoming Preferred

Play Episode Listen Later May 27, 2024 35:06


SEASON: 3 EPISODE: 36Episode Overview:Many of us, without realizing it, are living a life fueled by doubt. That doubt is keeping us from getting the promotion we want, from achieving our goals, and from creating the life we ultimately desire. It's time to kill that doubt and build confidence. There are stories that you tell yourself, whether they were first told to you by someone else, or it's something you've created all on your own, that contribute to feeling unworthy, insignificant, and incapable. My guest on today's episode has been helping people like you and me find clarity about who you are, and experience the transformation that comes with truly knowing yourself, and ultimately accepting yourself. Please join me for my conversation with author, speaker and coach, Rocky Garza.Guest Bio: There are stories that you tell yourself, whether they were first told to you by someone else or it's something you've created all on your own, that contribute to feeling unworthy, insignificant, and incapable. Through coaching sessions, team workshops, and keynote presentations, Rocky wants to show how the truths we have been told have developed into lies we deeply believe.All of Rocky's work and words can be boiled down to one truth: that who you are is good! In all that he does, Rocky wants to challenge these stories you tell yourself so you can experience the freedom and confidence that comes with living vulnerably.Since 2014, Rocky's been doing just that. Helping people like you find clarity about who you are, experience the transformation that comes with truly knowing yourself, and ultimately accept yourself. Many of us, without realizing it, are living a life fueled by doubt. That doubt is keeping us from getting the promotion we want, from achieving our goals, and from creating the life we want. It's time to kill that doubt and build confidence.Rocky lives in Dallas with his wife and two kids. On the weekends you can catch Rocky spending his days playing pickleball. All day long if it were physically possible. Resource Links:Website: https://rockygarza.com/5 Day Free Workshop Starting June 3 2024: https://rockygarza.com/achievingmoreInsight Gold Timestamps:03:49 I went back there full time as a director for summer camp05:59 Naturally I want to be a wedding photographer07:52 The most poignant journey I feel like I've been on09:43 I had always felt so misunderstood11:33 How do you meet them at the level they're at 12:04 We start with four questions 14:42 They're just like boats without a rudder15:29 We describe it as self clarity16:59 What are the things that I have actively chosen to take responsibility of? 19:17 There's two things at play all the time23:20 When we don't achieve our goals or we run into roadblocks 23:48 The only place that our dreams come true is when we're asleep24:31 Really interesting book called The Lion Tracker's Guide to Life26:10 Achieving More than Success, it's a free 5-day workshop 28:01 At the top is where the elements are most harsh30:59 Life is in the valley, that's a great analogy32:57 I will guide you to the life that you actually want Connect Socially:LinkedIn: https://www.linkedin.com/in/rockygarza/Facebook:

Creating the Vision
042: Save Time and Money in Business Using SOPs with Carl Staib

Creating the Vision

Play Episode Listen Later May 22, 2024 46:41


In this episode of 'Creating the Vision', I welcome guest Carl Staib, owner of SOP Guide, who shares his insights into developing effective Standard Operating Procedures (SOPs) for both corporate entities and entrepreneurs.  Carl emphasizes the importance of SOPs in saving time and money, streamlining processes, and reducing friction in business operations. He explains how simple, focused SOPs can empower team members by providing clear expectations and guidelines, leading to improved business outcomes and personal growth.  Our discussion covers topics from the significance of habits and systems in achieving goals, to the benefits of setting clear communication standards within teams. He also touches on his personal journey from running a consulting company to becoming an advocate for systematic improvement in businesses through his work with SOPs. Additionally, the episode explores the broader implications of implementing SOPs in personal life management and overall leadership effectiveness.   We talk about: 00:00 Intro 00:22 The Importance of SOPs in Business Success 02:44 Carl's Journey: From Work Happy Now to SOP Guy 04:23 The Power of One-Page Documents for New Employees 08:17 Implementing SOPs for Efficiency and Growth 12:50 The Role of Appreciation in Leadership and Productivity 14:53 Creating Systems for Regular Employee Appreciation 21:17 The Challenge of Habit Formation and Goal Setting 22:28 Simplifying Goals: The Key to Achieving More 24:48 Navigating Friction in Business and Personal Dynamics 25:13 The Importance of Self-Awareness in Overcoming Challenges 26:52 Experimenting with SOPs for Better Sales Handoffs 28:57 Creating a Roadmap for Business Improvement 34:07 The Power of Planning, Time Management, and Communication 35:58 Introducing the Friction Assessment Tool 40:40 Do the Dang Goal Resources: Workbook: https://a.co/d/9GpwurV Connect with Carl Instagram: https://www.instagram.com/sop.guide?igshid=NTc4MTIwNjQ2YQ%3D%3D Facebook: https://www.facebook.com/sopwritingguide https://sopguide.com/   Connect with me Instagram: https://www.instagram.com/mariamaldonadosmith/ Facebook: https://www.facebook.com/confessionsofacorporatemom LinkedIn: https://www.linkedin.com/in/maria-maldonado-smith-a506805/ Website: https://mmsconsultingfirm.com/    

Law Firm Autopilot
283: Finding & Working with Overseas VAs (with Gabriel Marous)

Law Firm Autopilot

Play Episode Listen Later May 21, 2024 68:42


Gabriel Marous is a New York business lawyer who runs his firm, making extensive use of VAs based in the Philippines. He had to figure out for himself how to recruit, hire, train, and manage his team of 10 VAs. Now, he helps other lawyers and business owners do the same. In this episode, you'll learn how he started doing this, what mistakes he made and overcame, and how you can take advantage of overseas VAs just like he has done. In this episode, you will hear: Leveraging overseas virtual assistants in business Transitioning to overseas virtual assistants Setting up virtual team operations Virtual office and Zoom integration Finding and developing virtual assistants Building a remote team for professionals Managing multiple applications and cybersecurity Leveraging 80-20 principle for success Resources from this Episode LinkedIn: The primary platform mentioned for connecting with Gabriel J Marous personally. Marus Law: Gabriel J Marous's law firm VA for Professionals: Mentioned as Gabriel J Marous's service Magic: A service mentioned for finding virtual assistants. Time Doctor: A tool discussed for monitoring and time tracking. LastPass: Mentioned as a tool for managing passwords securely. Clio Conference: Recommended for lawyers seeking to enhance their Clio usage and connect with experts in the legal tech field. Upwork: Mentioned as a platform for finding freelancers and remote workers. Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Readwise (will be discussed in an upcoming episode) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
281: The 5 Biggest Mistakes in Using Technology (and How to Avoid Them)

Law Firm Autopilot

Play Episode Listen Later Apr 16, 2024 19:36


 As we all know, modern technology can create powerful leverage in any business. Unfortunately, it's complex and rapidly changing, which creates big challenges—especially for lawyers. Most lawyers lack the instincts to know what to focus on and prioritize, so they often make big mistakes when using technology. Fortunately, the five biggest mistakes can be avoided if you know what they are and how to avoid them. Listen and find out how. In this episode, you will hear: Avoiding lawyer technology adoption mistakes Avoiding technology mistakes in law Leveraging technology for maximum success Outsourcing receptionist services with Smith AI Cost-effective tech consultation for lawyers Resources from this Episode - Jared Correia (Red Cave Legal) for advice on practice management software: https://redcavelegal.com/about/  https://redcavelegal.com/  - Otter.ai (best meeting transcription tool using AI) - https://otter.ai/referrals/7V69G9OV  - My Top Tech Tools Guide for Lawyers - https://frictionless-lawyering.craft.me/Top-Tech-Tools  - Check out my Inner Circle (for useful discussions about tech tools recommended for lawyers) - https://ernietheattorney.net/inner-circle-community/  - Check out my Law Practice Assessment if you want specific recommendations for improving based on the technology you're using in your practice - https://law-practice-assessment.scoreapp.com/p/podcast General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
280: Update on Generative AI Chatbots & How Lawyers Can Use Them Safely

Law Firm Autopilot

Play Episode Listen Later Apr 2, 2024 33:08


 AI Chatbots powered by GPT-4 technology are improving rapidly so the opportunities are expanding for lawyers who want to leverage this to improve aspects of their practices. But which GPT4 chatbots are best? And what are the best opportunities for using them in your practice? That's what we'll cover in this episode. In this episode, you will hear: The emergence of generative AI chatbots and their implications for the legal industry Maximizing the features of advanced AI writing models The use of RAG and proprietary data to mitigate AI “hallucinations”  Strategic use of AI for ideation and Grammarly for writing More ways to think about implementing AI effectively Resources from this Episode Ethan Mollick's article: Which Al should I use? Superpowers and the State of Play Ethan Mollick's upcoming book: Co-Intelligence: Living and Working with AI Ethan Mollick's Substack: One Useful Thing Link to Bloomberg podcast episode: Why Are Lawyers Still Making Bad Al Mistakes? Grammarly (tech tool recommendation) Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Check out this Law-Tech Assessment if you want my recommendations for improving your practice with technology. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

BE THAT LAWYER
Nermin Jasani: Planning for Success in Your Law Firm

BE THAT LAWYER

Play Episode Listen Later Mar 18, 2024 34:32


In this episode, Steve Fretzin and Nermin Jasani discuss:Setting and implementing the plan to achieve your goals. Understanding what is realistic for a quarterly goal. Listing out the micro steps and adding them to your calendar for achievable goals. Monitoring your metrics that move the needle forward.Utilizing time and calendars to make your day work for you. Key Takeaways:Give yourself milestones along the way to keep you on track to achieving your goals. The goal with planning is to make sure you aren't burning yourself out while still making forward progress. Leverage the tools and resources at your fingertips that you're already using to help make your goals come to fruition. You won't know where you are unless you track the data. The data gives you accountability and allows you to gamify your goals.  "Give 100% of yourself to that one thing. Then when you achieve that, you're going to feel the motivation, the fuel, the confidence to go to the next big project you want to tackle." —  Nermin Jasani Find out more about the Bootstrap Your Marketing to Build Your Personal Brand Event at: https://fretzin.com/events Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The 80/20 Principle: The Secret to Achieving More with Less by Richard Koch - https://www.amazon.com/80-20-Principle-Secret-Achieving/dp/0385491743 About Nermin Jasani: Nermin Jasani is a law firm advisor for solo and small law firms who want to grow their law firm by focusing on their profitability, their team, and their time spent doing those tedious (and sometimes hated) admin tasks. Nermin was a former law firm owner working with hedge funds on Wall Street and is now a full-time law firm growth consultant.  Connect with Nermin Jasani:  Website: https://ws-lawyers.com/  LinkedIn: https://www.linkedin.com/in/nerminjasani/LinkedIn: https://www.linkedin.com/company/wildlysuccessfullawfirm/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Women Rising Together
EP 120 – GET MORE WITH LESS EFFORT

Women Rising Together

Play Episode Listen Later Mar 12, 2024 19:07


Okay, this principle is going to blow your mind, and make things so much easier and fun in your life! ** LOOK AROUND YOU… DON'T LIKE WHAT YOU SEE? It means you/your effortless-ness is producing 80% of your "unwanted-ness." ** THIS IS GREAT NEWS, because too often we tell ourselves how overwhelmed we are, but that's actually not true (it's only our thoughts)… But our idea of messy is only ours (even if we have to clean up, just for us)  ** UP YOUR 20%/EFFORT : What to focus on? Focus on what you enjoy doing, are good at, is more important, and of greatest value! Focus on all the things that make you happy and that are good for you now and later, good for you and those you love.   ** POUR OVER THINGS YOU LOVE, and they will GROW & overflow in your life   ** FOR EXTRA INSPIRATION… Add the element of time constraint... Add the what I Chopped & Project Runway time limit element… give yourself a time to complete a certain task and commit to it!!   ** AREAS OF POSSIBLE IMPROVEMENT:   * working out * eating healthier * home life, everything start at home * giving more at work * watching your finances, etc.   ** As we honor our intentions, we become more confident… and you will start to blow your mind!!   Podcast episode mentioned: How I lost 35 lbs. https://podcasts.apple.com/us/podcast/ep-99-how-i-lost-35-lbs/id1597656935?i=1000631575671   Vilfredo Federico Damaso Pareto, discovered the 80/20 principle: 20% effort = 80% results…   The 80/20 Principle: The Secret to Success by Achieving More with Less by Richard Koch and Nightingale-Conant   TV shows on crunching time: Project Runway & Chopped     IMPORTANT: If you are in an abusive relationship and you don't feel safe, call the National Domestic Violence Hotline! National Domestic Violence Hotline Hours: 24/7. Languages: English, Spanish and 200+ through interpretation service  800-799-7233 OR text START to 88788 ⁠Learn more⁠   Let's connect on social media! INSTAGRAM: @women.rising.together ⁠https://www.instagram.com/women.rising.together/⁠ PRIVATE & FREE FACEBOOK COMMUNITY: WomenRisingTogether2021 (link below) ⁠Women Rising Together | Facebook⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/addie970/message Support this podcast: https://podcasters.spotify.com/pod/show/addie970/support

The Louis and Kyle Show
Kristen Butler: Building A Community On Positivity With 50M+ Followers

The Louis and Kyle Show

Play Episode Listen Later Feb 28, 2024 44:58


Kristen Butler is the founder and CEO of Power of Positivity, a thriving community with over 50M followers from all the world dedicated to empowering individuals to live their best lives.With features in SUCCESS, Forbes, and Entrepreneur, Kristen is a respected leader in the field of personal development.She also is the author of "The Comfort Zone", the "3 Minute Positivity Journal" and the "3 Minute Happiness Journal".In this episode, we discuss:

Law Firm Autopilot
276: Privacy vs Security: Top Tips to Avoid Hackers

Law Firm Autopilot

Play Episode Listen Later Feb 6, 2024 26:57


Hackers repeatedly use the same common ploys to fool most people most easily. Avoid becoming a victim by learning about these ploys and by using a tech tool that too many people do not know about (or use if they do know). In this episode, you'll learn about six excellent recommendations the AARP believes can protect people online. And learn more about the one that's most beneficial for everyone who uses the Internet via computer, tablet device, or smartphone. In this episode, you will hear: Technology in efficient law practices The importance of automated scheduling The benefits of implementing a consultation fee Using the 80/20 principle to leverage your practice Resources from this Episode AARP article: What I Learned After Hackers Attacked Me and Stole $4,000 AARP Fraud Watch Network 1Password (password manager Ernie recommends) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

Law Firm Autopilot
275: Frictionless Scheduling (with Calendly, etc.)

Law Firm Autopilot

Play Episode Listen Later Jan 16, 2024 21:36


Traditional ways of scheduling appointments have too much friction, so lawyers should now adopt automated scheduling technology like that offered by Calendly. When you use this type of tool, you'll be able to do more deep work without being bogged down with scheduling appointments or getting interrupted during peak work time. In this episode, you'll learn exactly why automated scheduling will help you save time and avoid frustration. And you'll learn how to optimize it for your practice. In this episode, you will hear: Embracing tech for law practice efficiency: using Loom and Calendly Valuing time with pre-consultation fees and streamlined scheduling Integrations boosting productivity: Calendly with Zoom/ConvertKit AI's future role in enhancing automated scheduling Next episode teaser: Cybersecurity in tech-empowered law practices Resources from this Episode Calendly (click here to sign up for the free service) Click here to book a free 15-minute call with me (and see how I use Calendly) Check out my recently updated guide: Top Tech Tools for Lawyers. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
274: The Year of Ninja Lawyering

Law Firm Autopilot

Play Episode Listen Later Jan 2, 2024 29:45


The year 2024 is the year of Ninja Lawyering for solo and small firm lawyers who want frictionless efficiency, financial freedom, and flexibility to work less and enjoy life more. The key is leveraging technology strategically by focusing on a few key tools, the first of which we'll discuss in this episode. If you start using this tool, your practice will start to transform itself in mind-boggling ways. In this episode, you will hear: Introduction to Ninja Lawyering: Strategies for solo and small law firm efficiency using technology and the 80/20 principle. Exploration of 12 transformative tools for legal practice: Loom, ConvertKit, ChatGPT, and others. Deep dive into Loom for effective asynchronous video communication to reduce meetings and misunderstandings. Leveraging the 80/20 principle for maximizing outcomes with minimal resource investment in legal practices. Tips for adopting technology strategically: using free trials, focusing on one tool at a time, and seeking personalized guidance. Recommendations for outsourcing phone answering services and using private attorney networks for referrals. The importance of actively using the tools discussed for genuine improvement in legal practice efficiency. Resources from this Episode My List of 12 Top Tech Tools (will be updated as necessary) My Practice Assessment: https://law-practice-assessment.scoreapp.com/p/podcast Loom video tool - start with the free trial My Loom video explaining the transcript feature My smartphone recording of a Loom video while walking My Inner Circle (a community of friendly, down-to-earth lawyers who value frictionless efficiency) My Co-Pilot group coaching program (for lawyers operating at the most serious level) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

20 Minute Books
What the Most Successful People Do Before Breakfast - Book Summary

20 Minute Books

Play Episode Listen Later Dec 30, 2023 26:05


"And Two Other Short Guides to Achieving More at Work and Home"

Wellness While Walking

Rules can give us structure in the moment we're making decisions that may or may not result in the behaviors we're hoping for. This is a MINI but mighty episode, as if one of these rule or guidelines works for you, a lifestyle upgrade might be around the corner!   LET'S TALK THE WALK! ***NEW*** Facebook Group for Our Community! Join here for support, motivation and fun! Wellness While Walking Facebook page Wellness While Walking on Instagram Wellness While Walking on Twitter Wellness While Walking website for show notes and other information wellnesswhilewalking@gmail.com Wellness While Walking on Threads     RESOURCES AND SOURCES (some links may be affiliate links) THE PARETO PRINCIPLE (80/20) AND OTHER RULE IDEAS FOR HEALTH The 80/20 Principle: The Secret to Achieving More with Less, Richard Koch Bright Line Eating, Susan Peirce Thompson   HOW TO RATE AND REVIEW WELLNESS WHILE WALKING How to Leave a Review on Apple Podcasts on Your iOS Device 1.   Open Apple Podcast App (purple app icon that says Podcasts). 2.   Go to the icons at the bottom of the screen and choose “search” 3.   Search for “Wellness While Walking” 4.   Click on the SHOW, not the episode. 5.   Scroll all the way down to “Ratings and Reviews” section 6.   Click on “Write a Review” (if you don't see that option, click on “See All” first) 7.   Then you will be able to rate the show on a five-star scale (5 is highest rating) and write a review! 8.   Thank you! I so appreciate this!   How to Leave a Review on Apple Podcasts on a Computer  1.   Visit Wellness While Walking page on Apple Podcasts in your web browser (search for Apple Podcasts or click here)  https://www.apple.com/apple-podcasts/ 2.   Click on “Listen on Apple Podcasts” or “Open the App” 3.   This will open Apple Podcasts and put in search bar at top left “Wellness While Walking” 4.   This should bring you to the show, not a particular episode – click on the show's artwork 5.   Scroll down until you see “Rating and Reviews” 6.   Click on “See All” all the way to the right, near the Ratings and Review Section and its bar chart 7.   To leave a written review, please click on “Write a Review” 8.   You'll be able to leave a review, along with a title for it, plus you'll be able to rate the show on the 5-star scale (with 5 being the highest rating) 9.   Thank you so very much!! OTHER APPS WHERE REVIEWS ARE POSSIBLE Spotify Castbox Podcast Addict Podchaser Podbean Overcast (if you star certain episodes, or every one, that will help others find the show)  Goodpods   HOW TO SHARE WELLNESS WHILE WALKING Tell a friend or family member about Wellness While Walking, maybe while you're walking together or lamenting not feeling 100% Follow up with a quick text with more info, as noted below! (My favorite is pod.link/walking because it works with all the apps!) Screenshot a favorite episode playing on your phone and share to social media or to a friend via text or email! Wellness While Walking on Apple – click the up arrow to share with a friend via text or email, or share to social media Wellness While Walking on Spotify -- click the up arrow to share with a friend via text or email, or share to social media Use this universal link for any podcast app: pod.link/walking – give it to friends or share on social media Tell your pal about the Wellness While Walking website Thanks for listening and now for sharing! : )       DISCLAIMER   Neither I nor many of my podcast guests are doctors or healthcare professionals of any kind, and nothing on this podcast or associated content should be considered medical advice. The information provided by Wellness While Walking Podcast and associated material, by Whole Life Workshop and by Bermuda Road Wellness LLC is for informational and entertainment purposes only. It is not intended to be a substitute for professional medical advice, diagnosis or treatment. Always seek the advice of your physician or other qualified health care provider with any questions you may have regarding a medical condition or treatment, and before undertaking a new health care regimen, including walking.     Thanks for listening to Wellness While Walking, a walking podcast and a "best podcast for walking"!        

Law Firm Autopilot
273: Digital Nomadism - Part 2 (with Megan Hargroder)

Law Firm Autopilot

Play Episode Listen Later Dec 19, 2023 43:23


In Part 2 of our discussion of "Digital Nomadism," Megan Hargroder shares more insights on the art of living and working from anywhere. She highlights the use of platforms like Trusted House Sitters as an alternative to using AirBnb. And we also discuss safety tips while traveling abroad. Finally, we cover money management strategies, which are critical as well. Whether you're considering a full-blown leap into digital nomadism or just looking for tips on how to be more effective doing remote work, this episode offers a wealth of useful recommendations and practical advice. In this episode, you will hear: Strategies for securing free accommodations, maintaining fitness, managing finances and ensuring safety while on the move. Insights into co-working spaces, fostering relationships, and overcoming language barriers with tools like Google Translate. Emphasizing the importance of language learning and understanding cultural etiquette while traveling. Addressing perceptions of Americans as poor travelers and sharing personal experiences with petty crime in Europe. Resources from this Episode Part 1 of Digital Nomadism: https://ernietheattorney.net/portfolio/lfa265/ Trusted House Sitters - A platform for finding house-sitting opportunities, often including pet care, as an alternative to Airbnb and options that require you to pay for lodging. https://www.trustedhousesitters.com/  Google Translate - Used to overcome language barriers while traveling. https://translate.google.com/ WeWork All Access Membership https://www.wework.com/solutions/wework-all-access Megan discussed using WeWork across Europe as a consistent and flexible workspace. ClassPass - A service for finding and booking fitness classes while traveling, allowing users to maintain their fitness routine. https://classpass.com/ VPN (Virtual Private Network) - Recommended for secure internet use, especially when working from coffee shops or other public spaces. https://www.expressvpn.com/ Google Form to Apply for Digital Nomadism Workshop: https://forms.gle/X7PLgKYDBEoViKk66 General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

Quiet Wealth
Steps to Finally Organize Your Finances with Teshra Robles | Episode 103

Quiet Wealth

Play Episode Listen Later Dec 15, 2023 48:16


If you've ever found yourself overwhelmed by the chaos of your money matters, this episode is a must-listen.In the latest episode of the Quiet Wealth podcast, host Camilla Jeffs sits down with financial organizer Teshra Robles to delve into the critical topic of financial organization.Teshra Robles shares invaluable insights on the importance of financial organization and how it can significantly impact your financial well-being. She challenges traditional beliefs about money, encouraging listeners to break free from limiting mindsets and adopt a more strategic approach to their finances.One key highlight of the episode is the discussion on the need for a clear vision when it comes to financial goals. Teshra emphasizes the significance of setting achievable objectives and outlines practical steps to take to reach them. Tune in to this episode to gain a fresh perspective on the importance of financial organization while learning invaluable tips to transform your money mindset and achieve your goals.Episode Timeline:• Who is Tehsra Robles?• Importance of organizing finances for decision-making• Teshra's journey and current work as a financial organizer• Leaving corporate jobs to prioritize family and pursue dream jobs• Importance of clarity, vision, and good financial organization• Steps to financial organization• Difference between a financial planner from a financial organizer• How to scale a business• How to build confidenceResourcesThe 80/20 Principle: The Secret to Achieving More with Less by Richard Koch - https://www.amazon.com/80-20-Principle-Secret-Achieving/dp/0385491743The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber - https://www.amazon.com/Myth-Revisited-Small-Businesses-About/dp/0887307280Connect with Teshra RoblesLinkedIn - https://www.linkedin.com/in/teshra-robles-lfe-81302247/Facebook - https://www.facebook.com/TeshraDoYou/Email Address - teshradoyou@gmail.com===Prime Time Wealth Academy - https://camillajeffs.thinkific.com/courses/prime-time-wealth-academyPrime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ===Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today productions@abbyguaki.com and start the conversation. Get ready to hit record, and let Abby take care of the rest.===Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! https://steadystreaminvestments.com/masterclass/ Follow us at https://www.facebook.com/steadystreaminvestments https://www.instagram.com/quietwealthcommunity/ https://www.tiktok.com/@quietwealth https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ https://www.linkedin.com/company/steady-stream-investments

Law Firm Autopilot
272: Legal Malpractice Insurance Made Easy

Law Firm Autopilot

Play Episode Listen Later Dec 5, 2023 52:39


In this episode, we delve into a detailed conversation with Rio Peterson from Alps Insurance. We explore the intricacies of malpractice insurance and discuss how solo and small law firms can protect themselves not just against malpractice, but also cyber attacks and employment claims. We also delve into the transformative potential of artificial intelligence in law practice, shedding light on how it can help cut costs, increase efficiency, and enhance client services. Rio, who was previously with Clio, brings a wealth of knowledge about insurance in the legal field. The duo break down the complexities of malpractice insurance and shed light on the significance of cyber security in today's digital age. They also discuss the potential of artificial intelligence in streamlining legal services and improving efficiency. Tune in to this engaging and enlightening episode to understand the benefits of using technology, the importance of insurance coverage and the potential of AI in transforming the legal industry. In this episode, you will hear: Changing Company Names for Rhyme Impact Professional Liability and Cyber Response  The Benefits of Specializing in Law Using Legal Tools and Mitigating Risks AI for Content Repurposing and Marketing AI & Language Proficiency in the Philippines AI in Legal Practice Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Rio Peterson Resources Alps' Website: [https://www.alpsinsurance.com](https://www.alpsinsurance.com) Alps' Blog: [https://www.alpsinsurance.com/blog](https://www.alpsinsurance.com/blog) Resources: [https://www.alpsinsurance.com/resources/risk-management](https://www.alpsinsurance.com/resources/risk-management) Clio 2023 Trends Report: [https://www.clio.com/resources/legal-trends/](https://www.clio.com/resources/legal-trends/) Google Analytics: [https://marketingplatform.google.com/about/analytics/](https://marketingplatform.google.com/about/analytics/) Hubspot: [https://www.hubspot.com](https://www.hubspot.com)     Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

How to Be Awesome at Your Job
916: Six Principles for Writing to Busy Readers with Todd Rogers

How to Be Awesome at Your Job

Play Episode Listen Later Nov 16, 2023 42:56


Todd Rogers shares powerful writing principles to help capture your busy audience's attention. — YOU'LL LEARN — 1) Why people aren't reading—and what to do about it 2) The critical question that will improve your writing 3) The simple trick to get people to respond to your requestSubscribe or visit AwesomeAtYourJob.com/ep916 for clickable versions of the links below. — ABOUT TODD — Todd Rogers is co-author of Writing for Busy Readers, and Professor of Public Policy at Harvard's Kennedy School of Government. He is the faculty director of the Behavioral Insights Group, faculty chair of the executive education program Behavioral Insights and Public Policy, Senior Scientist at ideas42, and Academic Advisor at the Behavioral Insights Team. Todd co-founded the Analyst Institute, which improves voter communications, and serves on its board. He also co-founded EveryDay Labs, which partners with school districts to reduce student absenteeism by communicating with families, is an equity holder and serves as Chief Scientist. Todd received his Ph.D. jointly from Harvard's department of Psychology and the Harvard Business School.• Book: Writing for Busy Readers: Communicate More Effectively in the Real World, with Jessica Lasky-Fink• Study: “Poison Parasite Counter: Turning Duplicitous Mass Communications Into Self-Negating Memory-Retrieval Cues” with Robert B. Cialdini et al.• Website: WritingForBusyReaders.com• Tool: AI email editing• Tool: Writing checklist— RESOURCES MENTIONED IN THE SHOW — • Study: “People systematically overlook subtractive changes” by Gabrielle S. Adams, et al.• Term: Butterfly ballot• Book: Pre-Suasion: Channeling Attention for Change by Robert Cialdini• Book: Influence: The Psychology of Persuasion by Robert Cialdini• Book: Give Your Speech, Change the World: How To Move Your Audience to Action by Nick Morgan• Book: Tiny Habits: The Small Changes That Change Everything by BJ Fogg• Book: Recoding America: Why Government Is Failing in the Digital Age and How We Can Do Better by Jennifer Pahlka• Book: Subtract: The Untapped Science of Less by Leidy Klotz• Past episode: 317: How to Form Habits the Smart Way with BJ Fogg, PhD• Past episode: 664: Dr. Robert Cialdini on How to Persuade with the 7 Universal Principles of Influence• Past episode: 684: Achieving More by Tapping into the Science of Less with Leidy KlotzSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Law Firm Autopilot
270: Build a Successful Law Firm and Run it While Living in Europe

Law Firm Autopilot

Play Episode Listen Later Nov 7, 2023 66:03


This episode features an interview with a lawyer who went from helping build a multimillion-dollar firm to practicing law from coffee shops in Europe. Sheila Wilkinson helped build a highly successful law firm from scratch even before she went to law school. Crazy but true. And after law school, she created her own successful practice, which she still runs, often from coffee shops in the country of Brussels. Another focus for Sheila is providing what she calls "Socratic coaching" for lawyers. Specifically, those who feel frustrated in their practices. Sheila's message is: Law practice doesn't have to be unfulfilling and frustrating. You can transform your life, your practice, and your state of mind. Listen, and find out how to make major improvements to your law practice. In this episode, you will hear: The transformational journey of Sheila, who transitioned from building a million-dollar law firm to practicing law from various coffee shops in Europe. How Sheila Wilkinson leverages technology, practices Socratic Coaching for Lawyers, and benefits from digital nomadism. Sheila's approach to overcoming personal and professional hurdles by emphasizing clarity, confidence, and understanding one's mental processes. The significance of emotional decision-making and proper risk assessment in law practice. A deep dive into social conditioning and its impact on decision-making abilities. Resources from this Episode - Casemap software (by Lexis) - Richard Feynman blog post on hypnosis - Thinking Fast & Slow Book, Daniel Kahneman - Chaos Kings book - Quitting, by Annie Duke - Fooled by Randomness, by Nassim Taleb - Sheila's website - Sheila's podcast "What Would Sheila Say?" - Book a free call with Sheila - Connect with her on Instagram and LinkedIn - Sheila's Other Free, Fun Stuff General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.  

Goal Smasher by Audrey Lawrence
Goal Hacks: Do More with Less Time

Goal Smasher by Audrey Lawrence

Play Episode Listen Later Nov 2, 2023 3:13


In this 3-minute episode, we unveil the empowering truth that you don't need a lot of time for your goals; all you need is a 3-minute success hack to make the most of your time and maximize your achievements. Join us as we explore the transformative topic of "Time Defying Goals," where we reveal the secret to achieving more with less time. Are you ready to discover how to make the most of your time and create a plan that defies the constraints of a busy schedule? Together, we'll debunk the notion that achieving goals requires large chunks of time and instead focus on the power of consistent action and strategic time management. Don't miss this eye-opening 3-minute episode as we equip you with a strategic framework to make remarkable progress in your goals, even with the smallest moments available. Subscribe now and experience the power of this dynamic show to unleash your potential and transform your approach to success! Tune in to the Goal Smasher Podcast and witness the transformative impact of goal-oriented planning. Join the Goal Smasher Nation, Read the book, follow on social, and subscribe to the newsletter for free resources at Audreylawrence.org. Keywords: Time Defying Goals, 3-Minute Success Hack, Achieving More with Less Time, Productivity, Audrey Lawrence, Time Management, Goal Achievement, Transformative Techniques, Empowering, Dynamic Show, Success, Consistent Action, Strategic Time Management, Unleash Potential, Goal-Oriented Planning, Opportunity for Success.

Law Firm Autopilot
269: Master of Tech, Deficient in Delegation (Interview with lawyer Brandon Siegel)

Law Firm Autopilot

Play Episode Listen Later Oct 24, 2023 58:19


This episode is a deep dive into the law practice of solo attorney Brandon Siegel, a seasoned Canadian tax specialist who is comfortable using technology but finds delegation more challenging. The discussion was informed by answers he provided in taking my comprehensive Law Practice Assessment. We talked about software tools he uses, such as Clio, RingCentral, Microsoft Bookings, Email efficiency tools, ChatGPT, and Zapier. And by the way, he doesn't necessarily love everything he's using, and you'll find out why. So listen and gain insights that will help you improve your practice as well. In this episode, you will hear: Brandon's Years of Practice and Solo Transition Dependency on Sanebox for Email Management Text Expansion for Efficient Chat Conversations Coding and Automation Tools for Efficiency Resources from this Episode: - Clio - Microsoft Bookings - Slack - Trello - Evernote - Microsoft One Note - Zapier - ChatGPT - Claude.ai - Make.com (formerly Integrate) - Faster Suite - Grammarly - WordRake - BriefCatch - TextBlaze - Adobe Acrobat - Clearbrief.ai - Dragon Dictation - AudioPen - - TextExpander - Sanebox - Obsidian - Markdown - prior episode with Mike Schmitz on Obsidian - Otter.ai - SweetProcess - ScribeHow - If This Then That (IFTTT) - Fiverr - Upwork - Instapaper - Video Speed (Chrome/Edge plugin) - Chrometa - FasterTime - ManicTime - Quickbooks - Never Split The Difference, book by Chris Voxx - YouTube interview with Yuval Noah Harari - Ross Guberman - Bryan Garner - My Inner Circle General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors   Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law   Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits   If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.  

The Exclusive Career Coach
293: How to Improve Your Time Management and Productivity

The Exclusive Career Coach

Play Episode Listen Later Oct 18, 2023 27:05


Today, I want to talk about how to improve your time management and productivity as a key way to increase your chances for promotion. If you're like many people, you may role your eyes at the term “time management.” If you're structured and organized, you may think you've already mastered time management. If you are unstructured and disorganized, you may think it's hopeless…a skill beyond your ability to master. Here's a definition of time management I really like: “Time management means organizing your time intelligently – so that you use it more effectively. The benefits of good time management include greater productivity, less stress, and more opportunities to do the things that matter.” Here's a benefit to time management I want to add: It creates boundaries around the things you need to do, should do, and want to do in your life. Think of it like this: You create a container for your work, a container for your play, a container for sleep, a container for your exercise time…you get the idea. The alternative is working until midnight, forgoing exercise, time with friends, and time for basic hygiene. Or conversely, neglecting your work because you haven't given it a container – and your personal life is encroaching on your work time. Yet another scenario is you, doing whichever thing you're doing at the moment, but feeling guilty because you aren't doing something else. Here are my top 12 strategies to improve your time management. In each instance, I'm giving you some of my tips as to how I implement that strategy. 1.    Set clear goals – both long-term and short-term. This will help you prioritize your tasks. And make sure those goals are SMART: Specific, Measurable, Achievable, Relevant, and Time-Bound. Otherwise, you won't be able to evaluate your success. I have a quarterly planning retreat, where I review my progress on my goals from the previous quarter and set goals for the upcoming quarter. From that planning and goal setting, I create an Action Items list that ties directly into those goals. I estimate how much time each action item will take, and rank them in priority, e.g. A-1, A-2, B-1, B-2. I've figured out through trial and error that I can handle about 15 hours of Action Items each quarter – my tendency is to overcommit myself, and then I feel frustrated when I seemingly haven't made much progress.  2.    Use the quadrants. There are four: Urgent and Important, Urgent and Not Important, Not Urgent and Important, and Not Urgent and Not Important. As you set out your daily tasks, you want to focus on the Important sections of the quadrant: Urgent and Important, and Not Urgent and Important. The idea here is to minimize the time you spend on Not Important activities so you can focus on what's really important. Some of the tools I use here include limiting the time I check emails, minimizing distractions such as phone notifications, and using blocks to calendar in my activities each day – more about that one in a moment.  3.    Block your time. Allocate time blocks for the various activities you need to complete – this helps you avoid multitasking and allows you to really focus. My entire workday, each day, is completely time blocked. In each block, I can include notes as to what, specifically, I need to do during that time block. I found this particularly helpful when I started spending 15 minutes a day on LinkedIn – my brain kept yelling at me that I needed to be doing something more important/urgent. But I set the timer on my phone for 15 minutes, and I have developed a cadence of the things I do each time I'm in LinkedIn. Another way I use time blocking is for my writing projects. Once I have had the two resume strategy sessions with a client, I go into my calendar (I use Outlook) and write in which day I will work on each aspect of the client's writing project. I also indicate which day is the deadline to get that client's first drafts to them.  4.    Create a To-Do List. Whether daily or weekly, include both work-related and personal tasks, and keep it updated. I really like my system for this: Each Sunday, I print out a planning sheet for each day of the week. It already has time blocks for the various activities I do, such as client writing projects and marketing my business, and I have already have certain activities I do each week on there. From there, I fill in specifics for that day – which client projects do I need to work on? Do I need to schedule a doctor's appointment or follow up with someone? It all goes on that day's sheet.  5.    Eliminate Distractions. I alluded to this one earlier – social media, notifications, clutter, phone calls, emails, people stopping by – take steps to minimize or eliminate them when working on important tasks. When I'm working on a project at my computer, I close out my emails – I don't have my computer set to notify me of emails, but I don't want the temptation to check them. I turn my phone upside down and I don't answer my phone unless it's from someone I am waiting to speak with.  6.    Learn to Say No. Avoid overcommitting by saying no to tasks or requests that don't align with your goals or priorities. I don't have to deal with this much because I'm self-employed, but I promise the world will not stop revolving if you say no on occasion. Or not right now. Or “let's discuss this in ___.”  7.    Delegate. Delegating frees up your time for more important responsibilities. Here's the thing I've learned about delegating, both from my days as the director of two university career centers and now, as the CEO of my own company: Those tasks I do not enjoy doing and/or aren't particularly good at and/or just aren't a good use of my time are GOLDEN for someone else. I could do an entire episode on delegation…maybe I will. Suffice it to say that Your Trash May Be a Co-Worker's Treasure.  8.    Use Time Management Tools. Maximize your use of your calendaring system, check into task management apps and project management software, set reminders, use old-school daily planning sheets like I do. Find what works for you and decide to stick with it for at least 30 days.  9.    Plan Ahead. This helps you start your day with a clear agenda. I create my daily task sheets on Sunday and write in the specifics for Monday. Then, each afternoon before wrapping up for the day, I write in the specifics for the next day.  10.Avoid Multitasking. The research is clear: multitasking decreases productivity and quality of your work. My best recommendation to avoid multitasking is to eliminate the distractions I've already talked about. Also, when I was in higher education, I had a sign system for our doors to indicate when we should not be disturbed.  11.Take breaks throughout the day.  I set my phone alarm for 50 minutes, then give myself a 10-minute break. Knowing I have a break coming fairly soon really helps me focus during that 50 minutes.  12.Set Deadlines. Even for tasks that don't have external deadlines, set your own to create a sense of urgency. As I mentioned, I do this with my client projects. I can see clearly when the project is due and what portion of the project I am to complete each day and when. Circling back around to the beginning: Give yourself true free time to do the things you enjoy by blocking time for your work and home obligations.  DIY vs. DFY  DIY My Do-It-Yourself tip for time management has to do with tracking how you are spending your time. For at least one week, make note of each 15-minute block of time – what you did and what quadrant it fits into. (Remember, these are Urgent and Important, Urgent and Not Important, Not Urgent and Important, and Not Urgent and Not Important.) Then take a critical look at your data. Are you making the best use of your time? Are you using your time on the right things? How much time are you wasting – and what are the primary culprits? Then make some changes to better manage your time and be more productive. DFY While you really must manage your time yourself – or at least parts of it – my DFY is a couple of time management books I really like. -The 7 Habits of Highly Effective People by Stephen Covey – a classic, but still relevant -The 80/20 Principle: The Secret to Achieving More with Less by Richard Koch -Atomic Habits by James Clear – not specifically about time management, but about breaking bad habits and creating positive ones                                                                                                                                  

Law Firm Autopilot
268: Modern Note-Taking for Lawyers with Obsidian

Law Firm Autopilot

Play Episode Listen Later Oct 10, 2023 49:57


Digital note-taking for lawyers is no longer just about transcribing ideas—it's about weaving them together. Enter the world of "Personal Knowledge Management" (PKM), a realm where Evernote once reigned supreme but now faces more powerful contenders.  Obsidian is the best note-taking app for lawyers who want a powerful, user-friendly tool that also happens to be completely free. With its interconnected system of notes, it offers unparalleled speed and efficiency. Want to learn more? Tune in as PKM specialist Mike Schmitz shares his insights.  Listen to the episode and check Mike's top resource links. In this episode, you will hear: Importance of digital note-taking and how it can revolutionize the way individuals capture and leverage ideas. Introduction to Obsidian, a digital note-taking tool, and how to use its features effectively. Discussion on Personal Knowledge Management (PKM) and how being selective with the information we consume can fuel creativity. The advantages of using Obsidian for note-taking, including its seamless integration with markdown language and various plugins that extend its functionality. Overview of Obsidian 101 and Obsidian University – courses designed to help users get the most out of the tool. Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Craft: A note-taking app mentioned alongside Obsidian as part of the PKM (Personal Knowledge Management) stack. Roam Research: Another app mentioned as part of the PKM stack, emphasizing the need for a PKM app to manage different apps' information. Notion: Mentioned in relation to PKM and note-taking, highlighting the various options available for managing information. Drafts: An Apple-based quick capture tool was mentioned in the conversation, and there was a question about how to move content from Drafts to Obsidian. Evernote: The OG of note-taking tools, although many people now want more effective alternatives. Mike's PKM stack is: To-Doist for tasks, Notion for work projects, and Cron for calendaring Obsidian University Cohort Mike's Obsidian Newsletter Obsidian 101 Book an Obsidian Setup Call with Mike Mike's YouTube channel Jobs to Be Done, a well-known article by Clayton Christensen Liminal Thinking: Create the Change You Want by Changing the Way You Think, a book by David Gray If you want to improve your law practice, check out my Law Practice Assessment. (answer a few questions and then get specific recommendations for improvement in 5 key areas).   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.  

Law Firm Autopilot
266: Getting The Most out of Microsoft 365 - Part 1

Law Firm Autopilot

Play Episode Listen Later Sep 12, 2023 38:50


Ever wondered how to squeeze out the maximum benefits from Microsoft 365 tools like Word, Excel, PowerPoint, and Outlook? With a little guidance from Ben Schorr, a Senior Level Product Manager at Microsoft, we'll help you navigate these tools easily and efficiently. Whether you're a solo attorney or part of a small law firm, there are secrets to be unlocked that can enhance your productivity and profitability. We also touch on the benefits of outsourcing services, like receptionist duties, to established experts such as Smith AI. Delving deeper, we explore the hidden features of these Microsoft 365 tools. We shed light on two fascinating assets, Autofill and Format as Table, in Excel and PowerPoint, respectively. Making your work easier and faster, we discuss how Microsoft's algorithms are built to detect patterns and how to best leverage this functionality. To top it all, we also discuss efficient task management using Outlook, including the power of the red flag to prioritize tasks, and the surprisingly beneficial Slide Sorter view in PowerPoint. In the final stretch of our discussion, we delve into features like Autofill and Format as Table in Word and Slide Sorter view in PowerPoint, we reveal how you can channel your effort most effectively. Also, discover the potential of the Microsoft mobile app with its scanning tool amongst other handy features. So, loosen up those ties and roll up your sleeves as we uncover the immense power of Microsoft 365, tailored to make your work life simpler and more efficient. In this episode, you will hear: Table of Contents & Document Navigation in Word Fluency and Habits in Using Tools Excel Tips and Tricks PowerPoint's Speaker Coach Using Flags and Drag-and-Drop in Outlook Show Notes Check out my Law Practice Assessment (it takes 5 minutes to complete, after which you'll get specific recommendations for improvement in 5 key areas of your practice) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Law Firm Autopilot
265: Digital Nomadism for Lawyers (with Megan Hargroder)

Law Firm Autopilot

Play Episode Listen Later Aug 29, 2023 40:53


Step into the extraordinary world of digital nomadism with my wanderlust-filled guest, Megan Hargroder. Megan, a seasoned digital nomad, has been living out of her suitcase and working from the picturesque locales of Europe for the past eight months. Join us for a riveting conversation that explores the exhilarating freedoms and intricate challenges that come hand-in-hand with her unique lifestyle. Navigating time zones, hiring international talent, managing remote work, and maintaining cyber security are just a few of the topics we delve into. We also touch upon the fascinating subject of managing a virtual team of assistants, specifically from the Philippines, and how to evolve a contractual role into a full-time position. You'll be riveted as Megan shares the secret to maintaining a secure online presence while globe-trotting and highlights the hidden benefits of a WeWork All-Access membership.  Ready to embrace the digital nomad lifestyle? Get an insight into Megan's tech arsenal as she reveals how she stays connected with the help of Airalo, a virtual SIM card app. Plus, learn about the magic of automation and outsourcing, and how these can free up your time for, well, more freedom! And as a cherry on top, we even touch upon the importance of a systematic onboarding process and learning from mistakes. So, buckle up for an episode that's brimming with insightful takeaways, hilarious anecdotes, and trailblazing ideas! In this episode, you will hear: Challenges of Working Remotely While Traveling Using Airalo for Unlimited Data Abroad  Exploring Options for Accessing Data Abroad Importance of Slack in Communication Supercharged CEO Using Slack for Client Communication Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Megan's company website (a digital marketing agency helping solo/small firm lawyers) ExpresssVPN (Virtual Private Network service, link to 30-day free trial) Airalo (app & services for using virtual SIM cards, aka eSIM) - use this code to get $3 off your first purchase: ERNEST3504 World Clock app (for time zone management) FIO (browser tool for time zone management) Slack (communication tool for remote teams) Microsoft Teams (alternative communication tool for remote teams) Joey Vitale program that teaches outsourcing skills Loom (video communication tool) VideoAsk (video communication tool) Google Suite (mentioned as a potential alternative to Slack or Microsoft Teams) WeWork (shared workspace provider)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.