Podcast appearances and mentions of ali katz

What if you could hear proof — real, undeniable proof — that breaking free from burnout and frustration is not only possible, but it's already happening for lawyers just like you? Click Here

Are you tired of feeling like you're running on empty, trapped by a legal system that doesn't appear to be designed to support you? Click Here

Ali Katz is a lawyer, and the founder and CEO of Personal Family Law. Speaking from personal experience of philosophy put into action, Ali provides a fundamental look at life, and at death. She encourages us to see the opportunities in conflict, the lessons to emerge that guide us in living our best life, to be more of who we really are. Also to be aware there is an end time, so embrace it all. Ali offers some great guidance in creating our legacy with a series of podcasts.www.thealikatz.com Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ali Katz is a lawyer, and the founder and CEO of Personal Family Law. Speaking from personal experience of philosophy put into action, Ali provides a fundamental look at life, and at death. She encourages us to see the opportunities in conflict, the lessons to emerge that guide us in living our best life, to be more of who we really are. Also to be aware there is an end time, so embrace it all. Ali offers some great guidance in creating our legacy with a series of podcasts. www.thealikatz.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this engaging episode of the NewLaw Podcast for Entrepreneurial Lawyers, Ali Katz interviews Trish Butcher, a former gym owner turned successful estate planning attorney, about her transformative journey turning her law practice into a business she loves.    Trish shares the pivotal moments and strategic decisions that led her to grow from working out of her home to owning a 5,000-square-foot law office building, all within just four years. Join Ali and Trish as they explore how setting strategic priorities and leveraging available resources can turn a simple law practice into a thriving, community-centered business.   Trish's inspiring story highlights the importance of investing in proper resources, both in technology and community building, to achieve rapid and sustainable growth. She candidly discusses the challenges of starting fresh in a new legal field and the smart investments that paid off massively, including joining New Law Business Model and becoming a Personal Family Lawyer firm leader right before the pandemic and shortcutting her learning and not reinventing the wheel, as a result. .   Key Takeaways:   Networking is Crucial: Focusing on community engagement and building relationships is essential for growing your law practice, especially in the initial stages. Invest in Learning and Support: Allocating resources to educate yourself and leverage external supports such as automation systems can free up time for more critical tasks. Delegate and Automate: Utilizing automation systems for follow-ups and scheduling lets you focus on client interactions and substantive legal work. Timing and Adaptation: Making strategic decisions and being adaptable, such as transitioning to estate planning during the COVID pandemic, can create significant opportunities for growth. Building a Sustainable Business: From starting in a home office to owning a full-fledged practice, Trish's story underscores the long-term benefits of investing wisely in your business infrastructure.

In this inspiring episode of the NewLaw Podcast for Entrepreneurial Lawyers, Ali Katz welcomes Brett Trembly; CEO and co-founder of Get Staffed Up, and the founder of Trembly Law. Brett shares the incredible journey behind his successful book "24 Months to Freedom," emphasizing the critical role marketing plays in a book's success. He also opens up about his experience as a pioneer in the legal remote staffing arena, shedding light on the advantages and challenges of employing remote staff in the legal industry.   Listen as Brett details his evolution from a solo practitioner to running a thriving virtual staffing company that has positively changed hundreds of lives across the globe. Through this episode, Ali and Brett unravel the principles of leveraging remote work, the essentials of effective delegation, and how consistent marketing can transform a law practice into a flourishing business.   Key Takeaways:   Navigating the Legal Remote Staffing Landscape: Brett's early adoption and promotion of remote work within the legal arena illustrate the ongoing transition and growth of this innovative business model. The Power of Delegation: There is immense value in hiring staff to manage non-core tasks, enabling lawyers to focus on growth and client service. Overcoming Financial Fears in Hiring: Both Brett and Ali discuss the financial anxieties of hiring new employees and how commitment to action can unlock the necessary resources. Mindset and Decision-Making: The conversation highlights how active decision-making and overcoming limiting beliefs can create significant positive changes in one's professional and personal life. Importance of Marketing: Brett credits effective marketing strategies for the success of his book and encourages lawyers to adopt systematic marketing practices to ensure consistent growth.

Join us for a next level episode of the NewLaw Podcast for Entrepreneurial Lawyers, Ali Katz is speaking to those of you who are making the leap to scale from 250k to 750k, sharing how to navigate this part of the journey without falling into the cracks and pitfalls along the way that would keep you from reaching your goals. Ali, as always, shares how you can reach these goals while still having your time, attention, and energy, and how to enjoy the process along the way.    Key takeaways: Recognize the Critical Stagnation Points: Transitioning from $250k to $750k requires different systems and mindsets. Identifying and planning for these stagnation points can prevent your practice from backsliding. Importance of Financial Management: Developing a financial roadmap and understanding cash flow forecasts is crucial for making informed investment and growth decisions. This helps in anticipating financial gaps and planning to bridge them seamlessly. Building a Reliable Team: Hiring the right people and creating a supportive team environment are vital for sustaining growth and reducing the owner's load. Effective delegation and leadership can substantially enhance your firm's capability. Strategic Marketing Systems: Moving beyond basic networking and referrals to systematic marketing efforts is necessary for reaching the $750k milestone. Integrating new marketing channels can drive consistent client engagement and revenue streams. Mentorship and Hands-On Support: Continuous coaching and guidance from experienced mentors can smooth the scaling process. Personalized advice helps in navigating the complexities of business growth more effectively.

In this transformative episode of the NewLaw Podcast for Entrepreneurial Lawyers, host Ali Katz sits down with Erin Levine, founder of Hello Divorce, to delve into the highs and lows of revolutionizing family law. Erin shares her personal journey from navigating the traditional legal system after a traumatic experience to creating a platform that reshapes how divorce is handled—empowering families and lawyers alike. Through candid storytelling, Erin reveals how she went from being a young trial attorney overwhelmed by inefficiencies to a groundbreaking entrepreneur providing accessible, humane divorce solutions. Ali and Erin explore the intersection of personal growth, family transformation, and legal innovation, offering inspiring takeaways for lawyers looking to align their practice with values of healing and empowerment.   Key Takeaways The Power of Personal Experience: Erin's journey to becoming a lawyer was fueled by her own interactions with the legal system, inspiring her to change how people experience family law.   Facing Fears Builds Strength: From overcoming shyness in law school to tackling courtroom challenges head-on, Erin demonstrates how facing fears can unlock untapped potential.   Rethinking the Divorce Process: Collaborative divorce and mediation are steps forward, but Erin's Hello Divorce model demonstrates a scalable, accessible, and transformative approach to family law.   Entrepreneurship as a Path to Change: Erin transitioned from a traditional law firm owner to an innovative entrepreneur, finding her passion in creating solutions that improve lives.   Opportunities for Lawyers: Hello Divorce offers lawyers a way to transform their practices by moving away from conflict-driven models, embracing healing, and creating better client outcomes.

In this enlightening interview, Ali Katz sits down with Kim Rockwood, a former Personal Family Lawyer® (or PFL) and senior law business advisor at New Law Business Model®. Together, they tackle the commonly held myth that December is a “dead month” for marketing and why believing this might be keeping lawyers from achieving consistent income. Kim shares her journey of transforming her practice, guided by the PFL model strategies, into a full-fledged business—thanks, in large part, to a pivotal marketing webinar held on December 30th that filled her calendar for six weeks! This discussion sheds light on the benefits of challenging limiting beliefs and how systematic planning can create unprecedented growth in any month of the year. Ali and Kim underscore the role of mentorship, effective marketing strategies, and tools for consistent income, proving that no month is “dead” for those committed to a strategic approach. Key Takeaways: Challenge Myths That Limit Your Growth: December and summer are often dismissed as non-viable for marketing, but these months can actually be ripe with opportunity. Shifting this mindset can unlock new revenue streams. Importance of Mentorship in Business Transformation: Kim's success story emphasizes the impact of guidance from experienced mentors, which helped her push past her reservations and plan strategically. Power of Yearly Marketing Mapping: Setting an annual calendar for events and marketing activities, as Kim did, allows for focused and consistent business development. Planning ahead helps avoid last-minute scheduling stress and ensures a steady flow of leads. Leverage the “Between Holidays” Advantage: People often have more time for reflection and planning during the last week of December. Scheduling events in this period taps into people's New Year's mindset, which can yield high engagement rates. Effective Tools and Systems for Consistent Revenue: With resources like New Law Business Model's “Adulting 101” presentation and planning session frameworks, Kim could engage and convert clients at an 80%-90% rate. Building these structured processes allows for high engagement and steady revenue. Through this episode, Ali and Kim show us to rethink conventional wisdom, highlighting that year-round marketing and structured support systems can build a sustainable and impactful law business.

In this episode, Ali Katz dives into a pivotal question faced by lawyers: What do you do when potential clients don't engage your services? Drawing from her own journey from rejection to client engagement mastery, Ali shares actionable strategies on reshaping your approach to client consultations, aligning your sales strategy with authentic service, and structuring follow-up that leads clients back to you. Through a unique mix of personal anecdotes and coaching insights, Ali demonstrates how to guide clients through the process of seeing the value in your services, without needing to resort to persuasion or hard selling.   Key Takeaways: Embrace Sales as Service: Sales in law is not about convincing; it's about supporting clients in making informed, valuable decisions aligned with their needs. Structured Initial Consultations: Design consultations as working sessions with a clear purpose, name, and value. Guide clients through the cost-benefit analysis of hiring you, showing the impact of not proceeding. Targeted Follow-Up: Use strategic follow-up calls and customized “did not engage” (DNE) letters to reconnect with potential clients and address any remaining uncertainties or concerns. Differentiated Service Model: Ensure your unique service offerings are clearly communicated, including any ongoing value (e.g., lifetime client relationships), and frame them in terms of client benefits, not just legal jargon. Ongoing Engagement & Re-engagement Campaigns: Consistent follow-up through newsletters and re-engagement efforts, like a “Back from the Dead” campaign, can bring clients back even years later.   Ali emphasizes that building a successful law practice involves continual improvement in client engagement methods and understanding the "why" behind potential clients' hesitations. Her approach transforms rejection into a stepping stone for growth, making every “did not engage” a learning opportunity to refine and reinforce the value of the services offered.

In this episode, Ali Katz dives deep into two essential topics for entrepreneurial lawyers: the Corporate Transparency Act and proactive tax time planning. Ali illustrates the importance of thinking ahead when it comes to taxes, a key differentiator between employees and business owners. Drawing on personal experience, Ali explains how proper tax planning in the final months of the year can save business owners from unexpected tax burdens. She also underscores the importance of complying with the Corporate Transparency Act to avoid hefty penalties, offering practical tips and resources for legal professionals to assist their clients with the necessary filings. Key Takeaways: Shift your tax planning mindset: As an entrepreneurial lawyer, start tax planning in October, November, and December to reduce your tax liability for the upcoming year. Tax projections are crucial: By reconciling books and providing income and expense projections to your CPA, you can explore strategies to minimize your tax burden before year-end. Plan for entity creation: Setting up business entities and adjusting cash flow strategies, like delaying income or accelerating expenses, are vital tools to optimize taxes. Corporate Transparency Act compliance: Ensure your business entity files the beneficial ownership information with FinCEN, or face fines of up to $10,000. Resources for compliance: Join our group 'Eyes Wide Open: Time, Money, and Taxes' to get more information on how to file CTA/BOI for $25. Ali encourages entrepreneurial lawyers to adopt the mindset of a business owner by planning ahead and setting up structures that support long-term growth and legal compliance. By embracing these practices, lawyers can better serve their clients and build sustainable businesses.

In this enlightening episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, Ali sits down with Randi Siegel, president of DocuBank, who has been working alongside estate planning and elder law professionals since 1997. Together, they explore a critical but often overlooked issue: ensuring that clients' healthcare wishes are known and honored when they're most vulnerable. Randi and Ali delve into the tools and resources that can support both clients and entrepreneurial lawyers, shedding light on a vital opportunity to enhance your practice by focusing on advanced directives, dementia planning, and elder care. Key Takeaways: The Gap in Traditional Estate Planning: Many estate planning documents fail at the most crucial time – when they're actually needed. Ali and Randi emphasize the importance of ensuring clients' healthcare documents are accessible in real-time, particularly through services like DocuBank, to truly make plans work. Overcoming Common Lawyer Objections: Lawyers often hesitate to implement services like DocuBank due to misconceptions about client needs or the effort involved. Randi explains how these objections can be overcome with a streamlined process that increases value for clients and reinforces trust in the attorney-client relationship. The Value of Advanced Healthcare Directives: Randi highlights the benefits of preparing advanced directives beyond the standard forms, including dementia directives, which consider the quality of life and wishes of clients as their condition progresses. This nuanced approach is critical for meeting the needs of aging clients in a rapidly evolving healthcare landscape. Marketing Advantage of Comprehensive Planning: By incorporating DocuBank into their services, lawyers can enhance client relationships, provide peace of mind, and differentiate themselves in the market. The integration of advanced directives as a standard offering can build loyalty and create lasting value beyond simple document preparation. Counsel as a Distinguishing Factor: Ali discusses the need for estate planning lawyers to move beyond basic documents and provide deep, meaningful counsel about healthcare decisions, elder care, and incapacity planning. Proper planning can help clients and their families navigate complex, emotionally charged situations with confidence. To learn more about how DocuBank can help ensure your clients' healthcare wishes are accessible when it matters most, visit DocuBank's website. If you are part of the Personal Family Lawyer® network, make sure to mention this affiliation for exclusive pricing and special support options. If you're ready to provide real value to your clients by integrating accessible advanced directives into your practice, consider adding DocuBank as a standard part of your estate planning services. Not only will you enhance your clients' peace of mind, but you'll also stand out as an attorney who truly cares about making their plans work when they need it most. And for all entrepreneurial lawyers, start thinking beyond the documents. Reach out to DocuBank to learn how their services can be integrated seamlessly into your practice to provide the best possible outcomes for your clients and their families.

In this episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, Ali coaches on the importance of building a client pipeline through consistent, proactive efforts. With a focus on establishing the fundamental steps to building and nurturing an effective email list, Ali along with Glenn guide listeners in how to develop a sustainable flow of clients and share strategies for engaging email newsletters, local events, and leveraging branding to make an impact. Through candid discussions and real-life examples, this episode offers transformative advice for lawyers looking to grow their practices in a more personalized and client-focused way. Key Takeaways: Client Pipeline Consistency: Consistently fill your client pipeline by building your email list through networking, social media offers, and hosting local events. Make this part of your regular practice to keep potential clients engaged. Email Newsletters Are Crucial: Your email list is your most valuable asset. Sending out a weekly email newsletter is fundamental for maintaining client engagement. The key is consistency—send it out on the same day every week without fail. Avoid "Boring Lawyer Newsletters": Personalize your newsletter by including interesting stories, such as your activities over the weekend, and share anecdotes from your family or client experiences. This approach makes your content relatable and engaging. Leverage Branding and Photography: Invest in a unique branding strategy that represents your firm and consider working with a branding photographer to create a warm, relatable image library for use in social media and marketing materials. Host Educational Events to Engage Your Community: Hosting local or virtual events is a powerful way to engage with your community. Use these events to connect with potential clients and showcase your expertise. This episode underscores the value of consistency in outreach, building personal connections through storytelling, and using branded, targeted content to establish a powerful and memorable presence. By focusing on these foundational steps, entrepreneurial lawyers can create lasting relationships with clients and build a thriving practice.

In this episode, Ali Katz addresses the complexities of funding a law firm, offering insights into the pros and cons of using services like Fund & Grow compared to traditional bank loans and credit lines. The discussion emphasizes the importance of securing a line of credit early, utilizing 0% business credit cards, and managing debt wisely to foster growth. A crucial mindset shift is highlighted, encouraging lawyers to view credit as a tool for investment rather than a financial burden, enabling you to turn  your law practice into a business without succumbing to fear-based thinking around debt. Key Takeaways: Get a Line of Credit Early: Establish a line of credit with your bank that you can access when needed, without accruing interest until funds are drawn. This acts as a safety net for your business. Business Credit Cards are Essential: Utilize 0% interest business credit cards for short-term purchases, allowing you to extend cash flow while earning rewards like points or miles. Credit as a Business Tool: Ali encourages lawyers to shift their mindset around debt—seeing it as a resource to invest in their business rather than something to fear, as long as it's used wisely. The Value of Outsourcing Credit Applications: Services like Fund & Grow can streamline the process of applying for credit, increasing approval chances and maximizing available credit lines. Use this link to receive a $500 discount on Fund & Grow services.  Use Credit Strategically: When using credit, ensure that investments directly grow your business, such as acquiring clients or expanding capacity, so you can easily pay off any debt without stress. This episode is crucial for lawyers focused on growth and those looking to invest wisely. Properly managing credit is essential for entrepreneurial success; borrowing should be viewed as an opportunity to invest in your future rather than a risk to avoid. Let's embrace these opportunities and make informed decisions! To learn everything you need to fund your law practice, enroll in our Funding Mastercourse to learn actionable strategies for growing your practice with the right financial tools.

In this episode, Ali Katz lays out exactly what to do when you think you should take whatever comes in the door instead of focusing your law practice on a specific area, and then niching down to serve very specific clients within that practice area.  Key Takeaways: Specialization Leads to Expertise: By focusing on a specific practice area, lawyers can develop deep expertise, which enhances their perceived value and allows them to command higher fees. This specialization not only helps attract ideal clients but also streamlines marketing efforts. Setting Clear Financial Goals: Establishing defined financial targets and metrics is essential for effective practice management. This clarity enables lawyers to create strategic marketing plans and operational procedures that align with their niche, ultimately driving growth and success. Overcoming the Fear of Niching Down: Despite the initial fear and resistance to niching down, focusing on a targeted audience can lead to significant success. Ali's experience illustrates that embracing a specific focus can transform your practice and yield positive results, despite the initial hesitation. This episode is vital for lawyers looking to redefine their practice, gain clarity, and achieve meaningful success by embracing specialization and strategic planning. 00:37 Ali introduces the episode and sets the stage by explaining how taking random clients delayed Chris's success in building his law practice, leading to a significant time debt. 01:18 Ali outlines the benefits of niche marketing, highlighting that focusing on a specific practice area allows lawyers to become experts, thus increasing the perceived value of their services and reducing costs. 02:45 Ali explains how focusing on a particular practice area allows lawyers to set clear financial goals and metrics, enabling effective marketing and operational strategies. 06:25 Ali reflects on the difficulty and fear she faced when niching down her own practice to focus on families with young children, despite common advice against it, and highlights the success that followed. 11:15 Chris shares his experience of wanting to help friends and clients, which led to taking on cases that spread his focus too thin, ultimately hindering his development as an expert. 13:33 Chris acknowledges that avoiding debt led him to take on less profitable work, which drained his resources and focus over time.

In this transformative episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, we dive into a powerful strategy that can shape your future and your legal practice over the next three years. Ali challenges you to ask, "Who and what are you becoming?" and to envision where you want to be in 3 years. Do you aspire to build a million-dollar practice? Work only three days a week? Send your kids to private school or support your aging parents? While this call is from 2023, the information shared remains evergreen and highly relevant today.   You can literally create anything you want in the next three years—the key is to claim it now. Ali guides you through a process of making decisions from the perspective of your future self, anchoring in the vision of who you are becoming, and staying focused despite the inevitable challenges ahead.   Claim your clarity today and listen to this episode as many times as needed to embed this mindset. The choices you make now will shape the life and practice you'll have in 3 years. And remember, the secret to achieving your goals is to practice, practice, practice!   Key Takeaways: Envision Your Future Self: Learn how to make decisions based on who you are becoming and the life you want to create in 3 years. The Power of Clarity: Discover the importance of claiming your vision now to direct your time, energy, attention, and money towards your goals. Three-Year Planning Strategy: Understand how breaking down your big goals into three-year chunks can help you achieve significant milestones in your law practice and personal life. Staying Focused Amidst Distractions: Prepare for the challenges ahead by anchoring in your vision, ensuring you don't get derailed by external factors. Step-by-Step Execution: Ali shares how to reverse-engineer your goals from 2025 back to the present, creating a clear roadmap for your success.   This episode is essential for lawyers ready to take control of their future and turn their dreams into reality over the next three years.   02:48 Ali emphasizes making choices from the perspective of who you want to become in 2025, rather than from your current or past self, urging listeners to consider their future selves in decision-making.   05:38  Ali invites listeners to claim their clarity and focus for the next three years, drawing attention to the importance of being intentional about where to direct time, energy, attention, and money.   07:20 Ali shares specific examples of listeners' three-year goals for their law practices, emphasizing the importance of defining clear visions and objectives, such as growing teams and client bases.   08:37 Ali advises on translating broad visions into specific, measurable goals, such as number of clients, team structure, and financial benchmarks, to ensure tangible progress. 09:46 Ali discusses the significance of understanding your "why" behind the goals set for the next three years, translating the higher-level visions into actionable, purpose-driven steps.

In this inspiring episode of the NewLaw Podcast for Entrepreneurial Lawyers, host Ali Katz welcomes Tom Lenfestey, founder of The Law Practice Exchange LLC and a practicing attorney from North Carolina. Tom has successfully transitioned from running his own law firm to helping lawyers with revenues ranging from $200,000 to $50 million build and sell their practices. Tune in as Ali and Tom dive deep into what it takes to create a sellable law business with lasting value—not just for today, but for life and legacy.   Key Takeaways: Building Value Beyond Revenue: Understand the difference between generating immediate income and building long-term business value that can be sold or passed on. The Importance of Succession Planning: Why law firm owners need to establish clear succession plans to ensure the firm's longevity and avoid losing talented associates. The Power of Recurring Revenue: How implementing recurring revenue streams can increase a law firm's value, making it more attractive and sellable to future buyers. Exploring Different Exit Strategies: Discover various paths for law firm owners, from gradual transitions with partners to outright sales and strategic mergers. Thinking Outside the Box: How lawyers can creatively shape their careers and practices by not confining themselves to traditional roles or expectations. Tune in to gain actionable insights on how to build, grow, and eventually sell a law firm that not only provides a comfortable income but also leaves a lasting legacy.   01:42 Tom Lenfestey introduces himself and explains his background in law, accounting, and his transition from working in a mid-sized firm to starting the Law Practice Exchange.   05:00 Ali shares her own experience of becoming a tax attorney unexpectedly and later transitioning into estate planning, highlighting a common path in the legal field.   10:47 Ali and Tom discuss the importance of succession planning for law firm owners, particularly when hiring associates with the intent for them to become future partners.   14:00 Tom describes the importance of mentorship and guidance in the legal industry, noting his own regrets about not seeking advice early in his career.   16:07 Ali shares her own experience of selling her practice without proper guidance, leading to financial loss, and stresses the importance of understanding the sale process.   29:06 Tom discusses the significance of law firm valuation, including not just the financial aspects, but also successful transition, compensation, potential buyers, and appropriate payment terms.   32:27 Tom advises lawyers to start planning for a sale at least five years before they intend to leave, so they can build significant value and ensure a smooth transition.

In this insightful episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, Kai, a lawyer based in a small mountain town, faces the challenge of confidently asking clients to pay the full price for her services. Ali guides Kai through a transformative discussion on overcoming the discomfort of discussing fees and how to build a business that truly serves both the lawyer and the community. This episode delves into the importance of recognizing the value you provide as a lawyer and how to align your pricing with the quality and depth of service you offer.   Realize also, that charging full price is actually in your client's best interest. You've gotta get out of your own way and realize that you're doing it for them. Listen and re-listen to this episode as many times as you need to anchor in why premium prices are necessary for your clients to have a plan that works. And then go practice. Practice, practice, practice!   Key Takeaways: Aligning Fees with Service Quality: Understand why charging the full price is essential for delivering high-quality legal services that make a lasting impact on your clients' lives. Overcoming Money Conversations: Gain practical tips on how to confidently discuss fees with clients, reframing the conversation as a service rather than a transaction. The Power of Practice: Learn how regular practice and preparation can help you become more comfortable with fee discussions. Community-Centered Mindset: Shift your focus from your discomfort to the needs of your community, ensuring that your pricing supports the valuable service you provide. Building a Sustainable Legal Practice: Discover the importance of creating a business model that not only supports your clients but also allows you to live a balanced, fulfilling life as a lawyer.   This episode is a must-listen for lawyers who want to master the art of pricing their services confidently and build a practice that serves both their clients and themselves.   01:26 Kai joins the conversation, seeking advice on gaining confidence to request full payment from clients, having previously offered discounts and feeling uneasy about discussing money.   02:19 Ali advises Kai to practice asking for full payment and highlights the inevitable discomfort, suggesting that Kai should focus on the clients' benefits to make conversations about money easier.   05:26 Kai explains her motivation for building a sustainable business in her small mountain town, aiming to be a constant community resource and create a lasting legacy.   06:59 Ali encourages Kai to reframe her mindset, focusing on the importance of charging enough to provide valuable client services and maintain a successful law practice.

In this empowering episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, Jessica, a lawyer stepping into the entrepreneurial world, confronts her deep-seated fear of marketing rejection. Guided by Ali, Jessica embarks on a transformative journey of shifting her mindset from self-promotion to community education. Through this coaching session, Jessica discovers how to harness the power of her personal story and use her legal knowledge as a tool for service rather than self-promotion. The episode delves into the importance of authenticity in marketing and how lawyers can reframe their approach to truly connect with their audience.   Key Takeaways: Shift from Self-Promotion to Service: Learn how to reframe your marketing efforts to focus on educating and serving your community rather than promoting yourself. Overcome the Fear of Rejection: Understand the root of marketing fears and discover strategies to push through discomfort for the greater good of your audience. Authenticity in Marketing: Embrace vulnerability by sharing your personal story in a way that resonates with your audience while maintaining privacy and respect. Mindset Matters: Transform your mindset to prioritize the needs of your clients, which naturally leads to stronger connections and successful client relationships. Practical Steps to Begin Marketing: Start with simple, authentic communication through email newsletters or social media posts to gradually build your public presence.   This episode is a must-listen for lawyers who want to turn their law degree into a business asset by leveraging authentic and service-oriented marketing.   01:44 Ali delves into the fear of rejection in marketing, asking Jessica to describe her feelings about putting out her first presentation and social media posts.   02:22 Jessica grapples with the idea proposed by Ali, who clarifies that the focus should be standing for people's important actions rather than self-centered promotion.   05:05 Ali emphasizes the role of education in marketing, suggesting Jessica present herself as an educator rather than a promoter to make meaningful connections with her audience.   06:51 Jessica acknowledges the need to overcome her hesitancy, fearing she might come across as inauthentic if she forces herself to be more public.   08:09 Ali encourages Jessica to share the personal story that drives her passion for educating the community, even if she maintains some privacy around specific details.

This week, our host Anjel B Hartwell sits down with the remarkable Ali Katz to delve into an insightful conversation about redefining our relationship with competition, finance, and ultimately, financial liberation. This episode will offers you valuable perspectives and actionable advice. Ali shares her riveting journey from law school competition to redefining financial success in our rapidly evolving world of late-stage capitalism. Make sure to listen, rate, and review this episode. What You Will Learn  1. How did the culture of competition in law school shape Ali's professional journey, and what can we learn from her approach to managing competition in our careers? 2. How do the concepts of "financial liberation" versus "financial freedom" differ, and why is financial liberation a more sustainable and fulfilling approach according to Ali Katz? 3. Ali Katz critiques the traditional financial planning model that focuses on passive income driven by scarcity. What are the key flaws she identifies with this model, and how can her vision for resource use create a more balanced financial reality? 4. What does it mean to make decisions from a place of awareness and information, and how can this shift affect our financial outcomes? 5. What are the components of the Money Map, and how does it assist entrepreneurs in improving their financial situations? 6. What alternatives does Ali propose for creating a stable financial future? 7. How do Ali Katz's experiences shape her unique approach to estate planning? 8. How does the practice of putting one's financial numbers on paper contribute to psychological, spiritual, emotional, and physiological well-being? 9. What are some common false beliefs about money, and how can overcoming them lead to a healthier financial mindset? 10. How does the "Eyes Wide Open Mentorship" community support entrepreneurs in navigating financial decisions, and what are the potential benefits of being part of such a community for someone striving to align their financial practices with personal values? Connect with Ali Katz Visit alleycats.com for more information on the "Eyes Wide Open" mentorship and membership programs. Ali Katz on LinkedIn Resources Wickedly Smart Women: Trusting Intuition, Taking Action, Transforming Worlds by Anjel B. Hartwell Connect with Anjel B. Hartwell Wickedly Smart Women Wickedly Smart Women on X Wickedly Smart Women on Instagram Wickedly Smart Women Facebook Community Wickedly Smart Women Store on TeePublic The Wealthy Life Mentor The Wealthy Life Mentor on Facebook Listener Line (540) 402-0043 Ext. 4343  Email listeners@wickedlysmartwomen.com

In this enlightening episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, we delve into the experiences of Alayna, a dedicated lawyer transitioning to virtual client consultations with diverse needs  . Despite her initial challenges, Alayna successfully engaged clients with guidance from Ali, turning obstacles into opportunities for deeper connection and understanding. Together, they refined her approach, emphasizing effective communication strategies and the importance of adapting to clients' needs, even in a virtual setting. Key Takeaways: Virtual Engagement Tips: Learn practical techniques for connecting with clients and demonstrating care in virtual meetings. Multilingual Planning: Discover the importance of language skills and cultural sensitivity in client interactions, especially when dealing with diverse communities. Visual Aids for Clarity: Understand the benefits of having clients actively participate by writing down key points during consultations. Follow-up Strategies: Gain insights into scheduling follow-ups immediately to maintain client engagement and decision momentum. Client-Centered Approach: Explore the value of focusing on clients' needs and preferences to ensure their concerns are addressed effectively. Alayna's journey highlights the potential of virtual meetings and the importance of flexibility and client-centered strategies in building a successful legal practice.   1:04 Alayna shares her experience with her first few virtual family wealth planning sessions, noting the increased difficulty of connecting virtually compared to in-person meetings.   03:05 Ali praises Alayna for her bilingual skills and highlights the challenges of conducting complex, multi-generational, and multi-language sessions.   06:42 Ali advises Alayna on an alternative approach for the next session, suggesting she have clients write down important points to ensure engagement and understanding.   08:21 Alayna regrets not scheduling a follow-up meeting immediately after the initial session, realizing it would have facilitated a quicker decision-making process.   10:04 Ali encourages listeners to use simple, traditional tools like paper and pen during virtual sessions to foster better client engagement, instead of relying on advanced technology.

In this episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, Ali sits down with Kara, a dynamic lawyer with a fascinating journey from Haiti to becoming a successful personal injury attorney in South Florida. Kara shares her story of resilience, driven by a deep-seated desire for justice following personal tragedy and professional challenges. Through sheer determination, she navigated through law school, early career hurdles, and eventually found her calling in personal injury law. Kara's entrepreneurial spirit shines as she recounts how she funded her law practice and led her to create a thriving, client-centered legal business model.   Key Takeaways:   Turning Adversity into Motivation: Kara's personal experiences of injustice in Haiti and the loss of her father fueled her passion for law and helping others find justice. The Power of Community: Leveraging her connections within the her community helped Kara build a strong client base and grow her practice from the ground up. Entrepreneurial Mindset: Transitioning from a struggling associate to an entrepreneurial lawyer, Kara embraced unconventional paths to fund her legal practice. Niche Market Success: Kara's specialization in personal injury and cosmetic injuries highlights the importance of finding and exploiting niche markets. Empowering Women: Kara's mission to help women achieve financial and emotional independence is a testament to the broader impact lawyers can have beyond their immediate legal work   Kara's journey is a powerful example of how personal experiences and challenges can shape a successful and fulfilling legal career. From her roots in Haiti to her entrepreneurial success in South Florida, Kara's story is one of resilience, community, and innovation. Her insights into leveraging niche markets and the importance of financial independence provide valuable lessons for any lawyer looking to build a meaningful and prosperous career. Whether you are considering a career shift, looking to add a new practice area, or seeking inspiration, Kara's story offers a wealth of actionable advice and motivation.   01:39 Kara introduces herself, her background, and starts to talk about her transition from immigration and family law to personal injury law, noting her initial hesitations and the role her husband's encouragement played in her decision.   09:47 Kara explains how her son influenced her to become an entrepreneurial lawyer, leading her to pursue a different path after discovering her pregnancy during her early legal career.   12:16 Kara shares how prayer and a chance encounter with a Mary Kay consultant led her to start a side business, which eventually funded the startup of her own law firm and provided her with financial independence.   14:12 Kara talks about her transition from "door law" to focusing more on specific legal services, using creative marketing strategies, like distributing flyers in the Haitian community that led to a steady influx of clients for her diverse legal practice.   25:55 Kara highlights a success story of winning a $2.1 million jury verdict in a slip and fall case, underlining the importance of not being intimidated to go to trial when necessary.   27:16 Kara explains the backend systems of handling pre-suit personal injury cases and outsourcing administrative tasks to keep operations smooth and efficient, and how these elements contribute to financial success.   28:52 Ali describes how her training system prepares lawyers to be lifelong attorneys for their clients, enabling them to handle various legal matters and efficiently manage cases with proper systems in place.   39:43 Kara elaborates on the interaction with insurance companies during settlements and how good lawyers obtain better outcomes for their clients by negotiating rather than going to court.

In this episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, we join a coaching session where Steve, an entrepreneurial lawyer, seeks advice on acquiring his first practice clients in estate planning. Ali offers actionable strategies to shift from educating potential clients to engaging them with curiosity and building meaningful conversations. The episode highlights the importance of setting clear goals, understanding client experiences, and leveraging personal interactions to transition smoothly into a new practice area. Key Takeaways: Engage with Curiosity: Shift from educating potential clients to asking curiosity-driven questions about their experiences and needs in estate planning. Set Clear Goals: Establish specific, time-bound goals to stay focused and motivated in your transition to a new practice area. Leverage Personal Interactions: Use everyday interactions and past client relationships to initiate conversations about estate planning. Offer Value Through Planning Sessions: Emphasize the importance of family wealth planning sessions to provide tailored, valuable advice and solutions. Consistent Follow-Up: Maintain regular contact and follow up with potential clients to build trust and move them towards engagement. 01:41 Steve mentions his attempts to get practice clients by sending letters, but notes he hasn't had much success, prompting a deeper look into his approach. 02:22 Steve describes his conversations, which focused more on informing clients about the process rather than engaging their personal experiences and needs. 04:06 Ali advises Steve on shifting his approach to client conversations by using curiosity to understand their unique circumstances, rather than just providing information. 06:51 Ali suggests a script for Steve to explain the family wealth planning session process, demonstrating how to provide value and secure client commitment. 09:44 Ali encourages Steve to set specific goals and dates to ensure deliberate progress in his practice, rather than vague timelines, to drive his business forward. 11:03 Ali gives Steve practical advice on using curiosity questions in everyday interactions to gather market research and foster genuine connections, even during routine activities like attending hearings.

In this episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, we explore the transformative journeys of two entrepreneurial lawyers, Deirdre and Will. Both guests share their experiences of transitioning to estate planning and building successful practices through strategic marketing and business development. Ali emphasizes the importance of loving the service you deliver and provides actionable insights on leveraging free marketing strategies to grow a law practice. Key Takeaways: Love Your Service: Ensure that you genuinely enjoy delivering your legal services to sustain your motivation and effectiveness in marketing and client engagement. Free Marketing Strategies: Utilize community engagement, social groups, and personal connections to generate referrals and build your client base. Intentional Conversations: Turn everyday interactions into marketing opportunities by naturally discussing your services and how they can benefit potential clients. Building Financial Confidence: Investing in your business, even through personal savings or lines of credit, can provide the necessary resources for growth and stability. Client Follow-Up: Regularly check in with former clients and professional contacts to maintain relationships and keep your services top of mind. 01:36 Ali discusses having a lead magnet, follow-up system, and a high-value offer like the family wealth planning session, which can engage clients efficiently without traditional marketing expenses 02:35 Deirdre talks about her previous practice of handling family law, probate, and criminal defense, which she found chaotic and unsustainable. 05:36 Deirdre shares the fears and challenges she faced while transitioning to a specialized practice, emphasizing the role of COVID-related financial resources and a shift in mindset towards investment in her business. 08:07 Deirdre attributes her success to engaging with local community groups and social activities, blending personal interests with professional networking. 11:18 Will introduces himself and discusses how his grandfather's death, leaving behind a financial mess, led him to realize the importance of proper estate planning and the desire to change the way things are done. 12:21 Will describes proposing changes to his firm for better estate planning services, only to be dismissed, leading him to decide to leave and start his own firm. 13:36 Will shares how he officially launched his firm in January 2021 and was ready to start business immediately thanks to the resources provided by New Law Business Model. 14:55 Will emphasizes the importance of having authentic conversations with acquaintances about estate planning, helping many become clients through genuine interactions in social settings.

In this episode of the NewLaw Podcast for Entrepreneurial Lawyers, Ali Katz coaches Stephanie, an entrepreneurial lawyer, through her mental blocks on investing money in her business. Stephanie shares her fears of financial instability, despite her recent success in booking new clients. Ali provides Stephanie with practical strategies and mindset shifts to overcome her fears and set up strong financial systems. Through the coaching session, Stephanie gains the confidence to build her business credit and trust her entrepreneurial journey.   Key Takeaways: Addressing Financial Fears: Understand that financial fears are common and can be managed by setting up proper financial systems and structures. Building Business Credit: Learn the importance of establishing business credit early on and how it can provide a financial safety net. Mindset Shifts: Focus on what you want to achieve rather than what you fear, and envision your success to drive positive outcomes. Regular Financial Reviews: Implement weekly, monthly, and quarterly financial reviews to build self-trust and ensure financial stability. Expansion Strategy: Recognize that at every stage of business growth, investment beyond current revenue is necessary for expansion.   Through Ali Katz's coaching, Stephanie gains valuable tools and perspectives to overcome her financial fears and make confident, strategic investments in her business. This episode is essential for entrepreneurial lawyers looking to overcome financial anxieties and achieve sustainable business growth.   01:43 Ali invites Stephanie to discuss her mental blocks on investing and how these fears can hinder business growth as a business owner.   02:14 Stephanie describes how a slow period in business pushed her to the brink of her savings and how that stress influenced her views on investing in new systems.   03:31 Ali discusses her personal journey of facing financial fears by running out of money and realizing that survival skills and self-belief are key to overcoming such fears.   06:24 Ali suggests building financial self-trust systems to keep track of one's financial realities. These systems help in calming fears and making informed decisions.   07:18 Stephanie receives both practical and spiritual encouragement from Ali, realizing the value of her services and finding ways to stabilize her business financially.   10:27 Ali highlights that every business expansion stage requires investing beyond current revenues and that understanding and planning for this discomfort is part of growth.   11:26 Ali brings up Elon Musk's example, who had to borrow money to pay rent despite his ventures, illustrating that even successful entrepreneurs face financial crunches but continue to push forward.

In this episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, we follow entrepreneurial lawyer Susan. Despite her dedication, Susan struggles to allocate her time effectively, feeling overwhelmed with a growing client base and lingering litigation cases. Through Ali Katz's coaching, Susan learns to transition her business model, prioritize time management, and adopt a recurring revenue strategy. Ali introduces tools like The Money Map to help Susan achieve clarity on her financial needs and align her daily decisions with her long-term goal of selling her practice in 10 years. Key Takeaways: Time Management: Prioritize and take control of your calendar to reduce overwhelm and focus on high-impact activities. Recurring Revenue Model: Shift from a billable hour model to a recurring revenue model for sustainable growth and better workload management. Financial Planning: Use tools like The Money Map to determine minimum financial needs during business transitions and plan cash flow efficiently. Strategic Decision-Making: Make intentional choices based on long-term goals, even if it means turning down immediate revenue opportunities. Building a Sellable Practice: Invest in systems and staff to create a business that can operate independently and be attractive to potential buyers. Ali's coaching session with Susan emphasizes the importance of intentional planning and disciplined time management. By implementing these strategies, Susan can move towards her goal of creating a sellable, sustainable law practice. 02:29 Susan describes feeling overwhelmed with increased consultations and clients, despite stopping litigation work for the past six months. 06:44 Ali shares her personal shift from handling private clients to building a saleable business, emphasizing the importance of focusing energy on creating systems and structures. 08:47 Ali highlights the importance of understanding the minimum financial needs during a business transition to ensure future growth and sustainability. 11:30 Ali outlines the importance of restructuring Susan's calendar to ensure only necessary billable hours are scheduled, which can aid in better time management and future planning. 16:42 Ali talks about her challenges and decisions in letting go of private clients and personal events to focus on building her business, encouraging Susan to make similar tough choices.

In this inspiring episode, Ali Katz talks with lawyer Kim Rockwood to explore the critical distinction between investments and expenses. Together, they delve into how understanding this difference can transform your law practice from struggling to thriving. Ali shares her journey of building a million-dollar practice, the mistakes she made along the way, and the mindset shifts that led to her success. This episode is a must-listen for any lawyer looking to grow their practice and achieve financial stability.   Key Takeaways: Understanding Investments vs. Expenses: Learn why distinguishing between investments and expenses is crucial for business growth and how to make decisions that drive long-term success. Mindset Shift: Discover the importance of shifting from a scarcity mindset to an abundance mindset to enable strategic investments in your practice. Leveraging Credit Wisely: Understand how to use business credit as a tool for growth and the importance of having a solid financial strategy. Building Confidence: Recognize the role of confidence in making business investments and how to develop it by meeting your fears and insecurities head-on. Partner Support: Gain insights on how to communicate with your partner about business investments and address any concerns or fears they may have.   By the end of the episode, listeners will have a clear understanding of how to make strategic investments that lead to sustainable business growth and financial stability.   01:41 Kim talks about her initial confusion about the difference between investments and expenses, emphasizing the need for deeper understanding in running a business.   03:00 Ali elaborates on the importance of buying back time through investments, such as hiring the right people and learning to engage clients effectively to generate results.   05:00 Ali shares a story about selling her law practice to an inexperienced business owner who cut essential expenses, leading to the downfall of the business due to a lack of client acquisition.    12:08 Ali and Kim discuss the blurred lines between expenses and investments, using examples like postage and client experience to illustrate their points. 13:00 Ali shares her personal experience of building out an office on credit, which, despite initial fears, became a valuable investment that enhanced her client experience and business vision.

In this episode, join Ali as she shares a rather eye-opening negative experience with an asset protection lawyer, unearthing critical lessons for lawyers striving to elevate their services, and uses it as a springboard to discuss the powerful upside LIFTed Business Advisors can offer their clients. Ali's encounter provides a unique window into the shortcomings of a conventional approach and sets the stage for a deeper understanding of what truly sets apart a transformative legal practice.   Through her insightful analysis, Ali reveals how a transactional mindset, even from a skilled lawyer, can fail to resonate with clients seeking comprehensive and personalized guidance. She highlights the pitfalls of a standardized service model and emphasizes the importance of adapting to each client's unique needs and circumstances.   Key Lessons and Insights for lawyers seeking to implement a holistic service model in their businesses: The Role of a LIFTed Advisor: Explore how lawyers can evolve into what Ali has termed a “LIFTed Business Advisor”, offering holistic guidance encompassing asset protection, tax strategies, entity management, and intellectual property. Transcending Transactional Limits: Discover how moving beyond transactional legal services to deeply understanding client needs can create lasting relationships and trust. Customization is Key: Learn from Ali's story about the importance of tailoring services to each client's unique situation rather than relying on a cookie-cutter approach. Engagement Strategies: Understand where the asset protection lawyer missed opportunities in client engagement and how LIFTed Advisors can capitalize on these moments to deeply connect with clients. Building Comprehensive Solutions: Gain insights into developing comprehensive solutions that address not just the immediate legal needs but the overarching goals and challenges of business owners. This episode is particularly valuable for lawyers looking to redefine their practice and adopt a holistic recurring revenue-based legal service model. Ali Katz's narrative highlights the significance of this transition, offering practical strategies and insights to develop a practice that goes beyond traditional legal services. It's a call to embrace a more integrated, client-focused approach, turning legal advisory into a journey of collaboration and mutual growth. Tune in to learn how to become an indispensable asset in your clients' business and personal growth.   Interested in learning more about becoming a LIFTed Business Advisor? Apply for a call with a Law Business Advisor at newlaw.co/show.   02:15 Ali reflects on her journey from being an associate lawyer to realizing the need for a new kind of business advisor, inspired by her experiences.   04:33 Ali explains that as a lifted business advisor, you're not selling documents or hours. Instead, you're selling a comprehensive package of outcomes, support, guidance, and coordination, allowing clients to make informed decisions with the right advisors' help.   09:17 Ali highlights the benefits of staying in touch with clients between booking and appointment, even if the communication could be improved.   13:39 Ali notes the importance of clients feeling confident and not perceiving the service as cookie-cutter, emphasizing the need for personalized engagement.

Starting a new law firm is no small feat, but with the right strategies and guidance, you can transform your first year from a challenge to a triumph.    In this eye-opening episode, Ali Katz, your trusted guide in legal entrepreneurship, coaches one of her Personal Family Lawyer firm leaders and lays  out a step-by-step roadmap for early-stage success.   Here's what we cover: Maximizing Tax Benefits: Discover how aggressive leveraging of tax savings through business expense deductions and S-Corp taxation can drastically reduce your self-employment taxes. Smart Funding Strategies: Learn how to harness the power of business credit to fuel growth in your firm, allowing you to focus on key priorities without financial strain. Marketing Mastery: Uncover the secrets to diversifying your marketing efforts for a steady flow of leads. Investing boldly in marketing isn't just expenditure; it's the cornerstone of sustainable revenue. Navigating Overwhelm: As a new entrepreneur, it's easy to get overwhelmed. Ali discusses how to stay centered on your mission to serve more clients, ensuring your vision remains the north star of your practice. Systemizing for Success: We break down how to optimize systems and workflows in your practice for efficient operation and a smooth path to growth.   Whether you're in the initial stages of setting up your law firm or looking to fine-tune your existing strategies, this episode is packed with actionable insights. Tune in to learn how to lay down a solid foundation for your law practice, enabling you to soar towards your entrepreneurial dreams with confidence and clarity.   04:23 Maximize business expenses before year-end for tax benefits. 07:39 Limit business expenses, lower tax with S-Corp. 10:39 Get support to grow your law practice. 15:35 Block time for signings, presentations, and education. 19:35 Entrepreneur secures $150,000 loan from local banks.  

Welcome to the first episode of the "NewLaw Podcast for Entrepreneurial Lawyers" with Ali Katz. In this episode, our host Ali Katz shares her journey from leaving the security of a six-figure paycheck to launching her own law practice. Ali's story is one of resilience, learning, and growth as she faced the challenges of building a million-dollar business while balancing family life. Join us as Ali unveils the valuable lessons she learned, and provides a glimpse into the New Law Business Model and Personal Family Lawyer, training lawyers to serve millions of families across the United States with the heart centered, counseling based methodology.   What you can expect from this podcast: Mastering Business Essentials: Delve into crucial business skills not taught in law school, such as financial management, effective leadership, and impactful client engagement. Creating a Lucrative Law Practice You Love: Gain insights into the strategies and mindset shifts that enabled Ali to build a highly successful law practice, offering valuable lessons for your own growth. Heart-Centered Counseling-Based Law Methodology: Discover how Ali's heart-centered, counseling-based methodology transforms the conventional estate planning process, positioning you as an irreplaceable asset in the age of AI and online legal services. Embracing Personal Growth: Draw inspiration from Ali's journey through failures, bankruptcy, and spiritual awakening, leading to the creation of a practice founded on truth and integrity. Understand the importance of inner work, resolving deep conflicts, and self-development in becoming a fulfilled and successful lawyer.   Subscribe now and embark on a journey of discovering how to love your life as an entrepreneurial lawyer.  

Welcome to the "NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz," where we empower you to transform your law practice into a business you truly love. Join us on a journey that will guide you to the depths of understanding why you went to law school, and how to turn your law degree into your most valuable asset.   In each episode, Ali Katz takes you behind the scenes into real life coaching of lawyers who are doing it, they have invested and are taking action, and getting coaching from Ali and her team of Law Business Mentors each step of the way.    Whether you're a seasoned law entrepreneur or just beginning to explore the possibilities of going out on your own, this podcast will serve  as your compass, lighting up  the path to building your business as an entrepreneurial lawyer in ways that take you beyond what you ever could have expected.   Discover practical insights, expert advice, and inspirational stories designed to awaken your entrepreneurial spirit and ignite your journey from law school to passing the bar and using your law degree to build a business you love.    From strategic business development to cultivating a mindset of abundance and doing the healing work to resolve anything and everything in the way of the life of your dreams, the "NewLaw Podcast" offers invaluable guidance simply not available anywhere else.    Tune in and let's redefine what it means to be an entrepreneurial lawyer in today's ever-evolving legal and business landscape.  

Ali Katz is a family, financial, and legal expert who supports founders, CEOs, coaches, practitioners, advisors, creatives, and service-based entrepreneurs with establishing legal, insurance, financial, and tax systems in their businesses. Ali graduated first in her class from Georgetown Law. While raising her two children, Ali built her own 7-figure law practice and then a million-dollar online training company before giving up on business due to over $1M in mistakes that could have easily been avoided had she known what you'll learn in the LIFT Business Foundation Blueprint. Ali learned from these mistakes and was able to rebuild as a result, taking her business from inconsistent income to a now 8-figure business. She is a go-to advisor for industry leaders (including many other lawyers and advisors) and is sharing her mistakes and lessons learned with you so you can trust your own business foundations to support you with your next right income model, consistent income you can count on, and the legal, insurance, financial and tax systems to support your and your family's legacy for generations to come. Learn more at her websites: TheAliKatz.com PersonalFamilyLawyer.com EyesWideOpenLife.com

Is financial freedom a trap? My guest Ali Katz believes we need to reframe it as “financial liberation…” And create an entirely new paradigm for legal, insurance, financial, and other professionals to find fulfillment in their careers.  In this episode, she'll share why the old business model is broken and how professionals can shift to a new model. Ali will cover: The fallacy that success = happiness Why a scarcity mindset corrupts the client relationship How to “share the wealth” Why we think about retirement wrong And more…

In this episode, Victoria chats with animal communicator Ali Katz.Ali is incredibly passionate about communicating with animals. She considers it a huge honour to help animals have a voice and to help deepen the bonds between animals and their families. Ali works with animals all around the world, and also in Spirit. Ali has been featured on ABC News, CBS News, Family Circle Magazine and many other news outlets. Learn more at www.alikatz.com

From the archive: This episode was originally recorded and published in 2020. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Ali Katz is the CEO and founder of 3 companies: New Law Business Model, Eyes Wide Open Life, and the Family Wealth Planning Institute. All 3 of these companies are in service to each of us finding our right role as creators of the next economy. Top 3 Value Bombs 1. If we look back in history, we can make wise decisions around what to do now to be prepared and have the opportunity—a shift into a next level of possibility and growth for ourselves. 2. Get deeply connected with your resources. Bring them closer to home. 3. True legacy happens when you are alive. Ali's website. Discover what you need in order to build your life and income - Eyes Wide Open Life Sponsors HubSpot Join us in Boston from September 5 - 8, 2023 for an event like no other! INBOUND brings together leaders across the business space including sales, marketing, customer success, and operations teams. Visit Inbound.com to get your ticket today! Aiper Seagull Pro is Aiper's most advanced cordless, robotic pool cleaner and is available right now for $899.99 at Aiper.com. Use code EOFire200 at checkout for $200 off  

From the archive: This episode was originally recorded and published in 2020. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Ali Katz is the CEO and founder of 3 companies: New Law Business Model, Eyes Wide Open Life, and the Family Wealth Planning Institute. All 3 of these companies are in service to each of us finding our right role as creators of the next economy. Top 3 Value Bombs 1. If we look back in history, we can make wise decisions around what to do now to be prepared and have the opportunity—a shift into a next level of possibility and growth for ourselves. 2. Get deeply connected with your resources. Bring them closer to home. 3. True legacy happens when you are alive. Ali's website. Discover what you need in order to build your life and income - Eyes Wide Open Life Sponsors HubSpot Join us in Boston from September 5 - 8, 2023 for an event like no other! INBOUND brings together leaders across the business space including sales, marketing, customer success, and operations teams. Visit Inbound.com to get your ticket today! Aiper Seagull Pro is Aiper's most advanced cordless, robotic pool cleaner and is available right now for $899.99 at Aiper.com. Use code EOFire200 at checkout for $200 off

Allison (aka Ali) Katz is the Owner, Small Batch Chef, and Baker of Ali Katz Kitchen in Mattituck, New York, on the North Fork of Long Island.Ali started her career in New York City's garment industry as a merchandiser for brands like The Gap, Perry Ellis, and Reebok. After September 11, she pivoted to the French Culinary Institute in New York City. Since graduation, Ali has worked at The Boathouse in New York's Central Park and North Fork Table and Inn in Southold, NY. She's freelanced in test kitchens around New York City and wrote and tested recipes for Hearst Magazines and Martha Stewart. She ultimately created her dream and launched Ali Katz Kitchen. In this episode, we discuss: Her journey from employee to unemployed, from student to business owner How she learned everything she needed to know without going to business schoolHow she managed her mind through the various career pivotsWhat it's like to own a business and work with your spouseThe importance of community when launching a businessShow Guests: Ali Katz, is the Owner, Small Batch Chef and Baker, of Ali Katz Kitchen, in Mattituck, NY, on Long Island's North Fork. After a career in the fashion industry, Ali decided to go to the French Culinary Institute in New York, NY, and in 2018 they launched Ali Katz Kitchen.Ali Katz and her husband Fritz Beckmann have created Ali Katz Kitchen. They combine baked goods, healthy salads, and savory items, all with ingredients sourced from local farms, small businesses, vineyards & restaurants.You can follow Ali on Instagram and order online - Ali Katz Kitchen ships.Mentioned on the show:Ali Katz KitchenBrowder's BirdsKK The FarmCastello di Borghese VineyardNorth Fork Table and Inn Jill Griffin is on a mission to improve life in the workplace by helping leaders increase their well-being, intentionality and impact. Jill's executive coaching, strategy, and innovation have generated multi-millions in revenue for the world's largest agencies, start-ups, and well-known brands. She works with individuals, teams, and organizations to create cultures allowing leaders to increase performance and impact while maintaining well-being. Visit JillGriffinCoaching.com for more details on: 1:1 Career Strategy and Executive Coaching CEO Advising and Consulting Gallup CliftonStrengths Corporate Workshops to build a strengths-based culture Team Dynamics training to increase retention, communication, goal setting, and effective decision-making Grab an individual Strengths & Strategy Session with Jill Griffin HERE Get on Jill's email list to get career insights and tips Follow @jillGriffinOffical on Instagram for daily inspiration Connect with and follow Jill on LinkedIn

Raise your hand if you let your pet sleep in bed with you. We thought so…so many of us love our pets so much that we want them with us even when we go to sleep. Is this a good idea for you or your pet? How much does spending your sleep time with your pet affect how you sleep and dream? And what is your pet thinking about when they are dreaming often looking and sounding like they are chasing something in their sleep? This week Kabbalistic Sleep and Dream Expert, Mordechay Balas finds the answers to these pressing pet questions with his special guest Animal Communicator, Meditation Guide and Author, Ali Katz. Ali shares her journey into the minds of our pets and answers some of our burning pet questions. Join Mordechay and Ali for this week's fun and informative episode. --- Send in a voice message: https://podcasters.spotify.com/pod/show/wendy-rosenthal/message

In this episode, we hear from my dear friend Ali Katz, founder of newlawbusinessmodel.com, who shares her journey of reinvention after experiencing bankruptcy. We talk about how to lean into rock bottom experiences as catalysts for change, trusting that life has a much bigger vision for you than you can imagine during challenging times, and leaning into the deep inner work to alchemize everything that's getting in the way of living your grand purpose. This raw and insightful conversation is packed with wisdom and inspiration. I hope you enjoy it. Hosted on Acast. See acast.com/privacy for more information.

Ali Katz is a family, financial and legal expert who works as a private advisor for families, small business owners, and inheritors of family wealth, in addition to running three of her own, purpose-aligned companies. Ali graduated first in her class from Georgetown Law and went on to create two million-dollar businesses, wrote the best-selling book on legal planning for families and became a family, financial and legal expert on television all before walking away from all of it. She's experienced the full range of financial reality, from growing up the poor little rich kid with a distorted view of money among the wealthy Jewish families in Miami, waitressing her way through college, to collecting a 6-figure paycheck working as a tax and corporate associate at Charlie Munger's law firm. https://personalfamilylawyer.com/https://www.thealikatz.com/https://programs.eyeswideopenlife.com/intensive-1Andrea Dunlop is an author and consultant with over a decade and a half of experience in book publishing. She is the author of the novels Women Are The Fiercest Creatures, Losing the Light, She Regrets Nothing, We Came Here to Forget, and the novella Broken Bay all from Atria Books. She is a member of the American Professional Society on the Abuse of Children's Munchausen by Proxy Committee and is the co-creator of Munchausen Support which is dedicated to providing resources for frontline professionals, families, and survivors dealing with MBP. https://www.andreadunlop.net/Tyler Martin is a certified personal trainer and a former high school wrestling coach and collegiate-level athlete. His innovative approach to fitness and behavior change enables him to stay in fantastic shape while managing a demanding life as a full-time marketer, business owner, researcher, writer, and husband. His book, The Friction Factor: The Busy Person's Guide to Sustainable Diet and Exercise provides a philosophy and framework for fitness that fits into even the most hectic life—and can be followed for a lifetime. https://www.frictionfactorfitness.com/This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3240061/advertisement

In time and as you become a parent, there are critical legal planning steps you need to take. Do you have a ‘sure to work' plan to make sure your children would stay ... The post Wear Clean Underwear: Ali Katz appeared first on Author Hour.

Our legal and financial services industries are broken, and today's guest is here to help fix it. Ali Katz is the Founder & CEO at New Law Business Model. She works to update the way families and small business owners make their decisions about legal, insurance, financial and tax matters. Ali joins the host Molly McGrath to talk about how to avoid taking your frustrations out on your staff.   Takeaways:    Ali created the new law business model when she realized that the traditional model for lawyers and their staff is broken. She discovered this when she was in a business for herself and she noticed that the way she was taught to serve clients from law school doesn't really serve everyone the way it should. The need for transformation in the legal and financial services industry is dire. With the way the current system is set up, it causes a lot of stress on founders and CEOs which leads to them taking their anger out on their staff.  When you are opening your own law firm, you have to be a leader and leadership begins with yourself. We tend to model ourselves after our role models and if they aren't setting a positive example, it sets others up for failure. There is a lot of power in taking a moment to take a breath and focus on what the issue is at hand. This allows both people to clear their minds and come up with a solution to the issue instead of immediately getting angry. In many cases, the lawyers who are the most stressed out, you are probably coming across as mean and it creates a stressful environment and makes everyone uncomfortable in the office.  Your emotions are your responsibility. As a leader, you need to keep your emotions in check and you need to make sure you are empowering your employees enough that they feel comfortable and confident to be strong. Your team members can be your boss, but you also have to be somebody who is bossable.  You need to ask yourself how you maintain the balance between being a leader and also being a collaborative partner with members of your team. Quote of the Show: “Become the boss that is bossable.” - Ali Katz Links: LinkedIn: https://www.linkedin.com/in/thealikatz/ Website: https://www.thealikatz.com/podcast/ https://lnk.bio/newlawbusinessmodel Bootcamp Link: https://www.lawfirmadminbootcamp.com/ Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Google Podcast - https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLmxpYnN5bi5jb20vMTc4MTM2L3Jzcw Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/D38PkUMbIrw Hire & Empower is produced by Ringmaster, on a mission to create connections through B2B podcasts. Learn more at https://ringmaster.com/  

Ali Katzhttps://get.personalfamilylawyer.com/legacy-masterclass-os-1Dr. Doni Wilsonhttps://doctordoni.com/Belinda ChangSommelier, Wine Expert & James Beard Award-Winnerhttps://wisconsincheese.com/https://www.belindachang.com/

Shownotes can be found at https://www.profitwithlaw.com/348.   Here's a bonus episode for you! This episode is an excerpt from Ali Katz's session at the 2021 Law Firm Growth Summit: How to Engage 100% of Your Wills/Trusts/Business Prospects.   In this excerpt, learn how to map out your intake for wills, trusts and business clients so you are able to serve 10-25 new clients a month.  Resources mentioned:   If you enjoyed this excerpt from last year's Law Firm Growth Summit, then you don't want to miss the next one in less than two weeks, December 5-7, 2022!   Register for the 2022 Law Firm Growth Summit here: https://lawfirmgrowthsummit.com/podcast Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

In this week's episode, Sigalle interviews Ali Katz, Founder and CEO at New Law Business Model and Eyes Wide Open Life. Through serving others and leading with her heart, Ali shares her journey of finding herself and making a difference in the legal community by teaching lawyers how to be true guides for their client's major life decisions. Visit https://newlawbusinessmodel.com and https://programs.eyeswideopenlife.com/intensive-1 to learn more.

Today I'm here with Ali Katz who helped me with some of my own financial planning, and more importantly, the financial planning side related to my kids and guardianship. There is a lot more that goes into this than I had realized. And she's here today to talk about family financial planning and building generational …

Struggling to find joy and fulfillment in her work at a prestigious law firm, guest Ali Katz thought striking out on her own was the way to go. But she found herself battling the same demons, too busy producing paperwork to achieve work/life balance and find satisfaction by fully serving her clients.  Then it hit her. There's nothing wrong with the legal profession, what's wrong is the way lawyers run their practice. Author of the new book, “The New Law Business Model: Building a Lucrative Law Practice That You (And Your Clients) Love,” Katz teaches lawyers how to reinvent their practice, build enduring client relationships, and bring the love back to lawyering.  Learn the difference between “money debt” and “time debt.” Explore new ways to engage clients and show them the value you provide. Stop doing things the old way and focus on superior client outcomes.    Special thanks to our sponsors Law Clerk, Alert Communications, LawYaw, and Scorpion.

In this episode, I speak with Ali Katz, Family Law Attorney and Founder and CEO of New Law Business Model. What Ali Katz kept discovering was that the traditional law practice model we've been taught -- based on forms and documents, billable hours, and one-off transactions -- is broken, both for lawyers and their clients.  So, she invented a new law business model in her own practice back in 2003, and within three years had built a 7-figure law practice on this new model, as a single mom, working just 3 days a week in her office. From there, she founded New Law Business Model to teach her revolutionary model to other lawyers who want to serve families and business owners as a trusted advisor, while loving their lives and law practices.  Today, Ali is the CEO/founder of New Law Business Model, as well as the lead Personal Family Lawyer, serving as senior partner and law business mentor to more than 300 Personal Family Lawyer law firms across the US. We talk about: How the law industry is broken Why the scarcity mentality doesn't work What meaningful service means to Ali Tips to make your law practice saleable How to niche down and why you want to  Resources mentioned in this episode: The New Law Business Model: Build a Lucrative Law Practice That You (and Your Clients) Love New Law Business Model Resources Recapture the Rapture: Rethinking God, Sex, and Death in a World That's Lost Its Mind  Connect with Ali here: Instagram Twitter LinkedIn Facebook Connect with New Law Business Model here: Instagram Twitter LinkedIn Facebook https://newlawbusinessmodel.com  Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com 

The Lawyer Stories Podcast Episode 38 featuring Ali Katz, Founder/CEO at New Law Business Model + Eyes Wide Open Life.  We discuss graduating first in her class at Georgetown Law, entering big law before leaving to start her own law firm, which she grew from scratch into a 7-figure business in just 3 years.  Further, we talk about The New Law Business Model and how this approach to the practice of law is enabling lawyers to enjoy a great living, a flexible schedule, and a deep sense of personal and professional satisfaction.