Podcasts about law firms

The One Law Firm Income Stream That Does NOT Count as Income

In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer's behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to finish tasks before asking for approval.   Drew explains what this shift means for law firms, what tools are likely to appear in the next 12–24 months, and why preparing your data—through structure, metadata, and integrations—matters more than ever. He also shares practical ways to start experimenting with AI connectors in tools you already use, so you're ready when agentic features become standard in everyday legal work.    Listen to our other episodes on AI in Law:  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN  #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN  #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #538: AI Is Making Law Firms Obsolete, with Alistair Vigier Apple | Spotify | LTN    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:  0:00 – Introduction & Conferences Recap  2:48 – From SEO to AEO: The New Search Frontier  6:34 – Meet Drew Bloom: AI for Law Firms  8:48 – What Makes AI “Agentic”?  13:47 – Assistants vs. Agents: How They Differ  16:00 – Redlining & Real-World Use Cases  20:41 – MCPs and Custom AI Connections  27:30 – The Future: Multi-Tool AI & Mobility  29:48 – Preparing Your Firm: Data & Metadata  34:38 – Where Lawyers Can Experiment Safely   

Did you like this episode? Dislike it?

In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer's behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to finish tasks before asking for approval.   Drew explains what this shift means for law firms, what tools are likely to appear in the next 12–24 months, and why preparing your data—through structure, metadata, and integrations—matters more than ever. He also shares practical ways to start experimenting with AI connectors in tools you already use, so you're ready when agentic features become standard in everyday legal work.    Listen to our other episodes on AI in Law:  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN  #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN  #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #538: AI Is Making Law Firms Obsolete, with Alistair Vigier Apple | Spotify | LTN    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:  0:00 – Introduction & Conferences Recap  2:48 – From SEO to AEO: The New Search Frontier  6:34 – Meet Drew Bloom: AI for Law Firms  8:48 – What Makes AI “Agentic”?  13:47 – Assistants vs. Agents: How They Differ  16:00 – Redlining & Real-World Use Cases  20:41 – MCPs and Custom AI Connections  27:30 – The Future: Multi-Tool AI & Mobility  29:48 – Preparing Your Firm: Data & Metadata  34:38 – Where Lawyers Can Experiment Safely    Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode, we welcome family law attorney and mediator Kristen Goss, founder of KWG Family Legal & Mediation Services.  Kristen brings a human-centered perspective to family law,  championing collaborative processes, alternative dispute resolution, and holistic family healing. Kristen shares her journey, from her roots in a socially engaged household to founding her own firm in 2016, she explains why she blends the roles of negotiator, mediator, and community advocate.   She also discusses her preference for resolving family disputes outside the courtroom whenever possible, favoring collaborative approaches that protect relationships and prioritize children's well-being.  Whether you're a legal professional seeking fresh perspectives, someone navigating a challenging family transition, or simply curious about the people-centered side of law, this episode offers thoughtful, grounded insights and a hopeful approach to meaningful resolution. Streaming on  YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.

ChatGPT ora può segnalare le tue chat alla polizia. OpenAI lo ha confermato dal 25 settembre: le conversazioni reputate ''pericolose'' possono essere inoltrate alle autorità, senza un criterio chiaro.Se parli di temi sensibili o scrivi un thriller, rischi che il tuo assistente digitale diventi un informatore. Anche una sola chat errata può far scattare controlli veri: nessuna privacy garantita, rischio di errori concreti e sorveglianza privata ai massimi livelli.Ti fidi ancora a confidarti con una IA? Quanto sei disposto a sacrificare la tua privacy per un presunto “bene superiore”?~~~~~ INGAGGI E SPONSORSHIP ~~~~~ Per contatti commerciali: sales@matteoflora.comPer consulenze legali: info@42LawFirm.it~~~~~ SOSTIENI IL CANALE! ~~~~~Con la Membership PRO puoi supportare il Canale » https://link.mgpf.it/proSe vuoi qui la mia attrezzatura » https://mgpf.it/attrezzatura~~~~~ SEGUIMI ANCHE ONLINE CON LE NOTIFICHE! ~~~~~» CANALE WHATSAPP » https://link.mgpf.it/wa» CANALE TELEGRAM » https://mgpf.it/tg» CORSO (Gratis) IN FUTURO » https://mgpf.it/nl» NEWSLETTER » https://mgpf.it/nl~~~~~ CIAO INTERNET E MATTEO FLORA ~~~~~ Questo è “Ciao Internet!” la prima e più seguita trasmissione di TECH POLICY in lingua italiana, online su YouTube e in Podcast.Io sono MATTEO FLORA e sono:» Professore in Fondamenti di Sicurezza delle AI e delle SuperIntelligenze (ESE)» Professore ac in Corporate Reputation e Crisis Management (Pavia).Sono un Imprenditore Seriale del digitale e ho fondato:» The Fool » https://thefool.it - La società italiana leader di Customer Insight» The Magician » https://themagician.agency - Atelier di Advocacy e Gestione della Crisi» 42 Law Firm » https://42lf.it - Lo Studio Legale per la Trasformazione Digitale » ...e tante altre qui: https://matteoflora.com/#aziendeSono Future Leader (IVLP) del Dipartimento di Stato USA sotto Amministrazione Obama nel programma “Combating Cybercrime (2012)”.Sono Presidente di PermessoNegato, l'associazione italiana che si occupa di Pornografia Non- Consensuale e Revenge Porn.Conduco in TV “Intelligenze Artificiali” su Mediaset/TgCom.

Watch the YouTube version of this episode HEREAre you an attorney looking for a place to get reliable vendor reviews? In this episode of the Maximum Lawyer Podcast, Tyson and Becca introduce “Becca's List,” a new, free review platform designed for law firm owners to share authentic feedback on vendors and service providers. Tyson and Becca share about how Becca's List came to be. After hearing from a Guild member about spending money on a vendor and not getting the services they paid for, Becca and Tyson created a product list where legal vendors can be reviewed. This can then be used by members who are looking for vendors and can do some research before they commit to spending money with them. This is a great tool for new law firms who don't have a big budget and need to be mindful of the vendors they partner with.Tyson and Becca go through the development journey of Becca's List. The website uses smiley faces to rate vendors, which does not leave users confused on how to use the platform. The development process has been tricky due to working with developers who usually have more say in how something can be created. The process also involved coming to a happy medium on certain aspects of the platform and this is important when collaborating on a product.1:43 Explanation of the idea of Becca's List2:44 How the new platform changes vendor behavior 9:13 Overview of the development journey11:13 Issues with the platform, including frustrations with developers14:16 The difference from building a standard law firm websiteTune in to today's episode and checkout the full show notes here.Check out Becca's List here. 

In episode 580 of the Lawyerist Podcast, Zack sits down with Jake Soffer, CEO and founder of FirmPilot, to explore how artificial intelligence is reshaping law firm marketing. Forget generic blog posts and robotic content, Jake shares how FirmPilot uses AI and data science to build smarter, measurable strategies that actually attract clients.  You'll hear how law firms can leverage AI beyond parlor tricks, why “moonshine marketing” doesn't cut it anymore, and what lawyers need to know about AEO (AI Engine Optimization) versus traditional SEO. Zack and Jake also discuss the future of client search behavior, how to avoid overhyping trends, and why sticking to fundamentals will always matter.  If you're curious about using AI in your practice, but don't want to waste time on gimmicks, this episode will give you a roadmap to experiment wisely, protect your marketing investment, and grow sustainably.  Listen to our other episodes on Law Firm Marketing, Growth and AI:  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis & Conrad Saam Apple | Spotify | LTN #434: Leverage AI to Stay Ahead, with Greg Siskind Apple | Spotify | LTN   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.  Chapters:  0:00 – Introduction with Zack Glaser 1:27 – Meet Jake Soffer of FirmPilot 2:17 – How AI Is Changing Legal Marketing 3:12 – Data-Driven Law Firm Growth 4:46 – The Limits of ChatGPT Content 7:12 – Building Smarter AI Workflows 9:23 – AEO, GEO, and the Future of Search 11:59 – Why Fundamentals Still Matter 14:45 – Writing for AI vs. Writing for Clients 17:05 – First Steps for Lawyers Using AI 18:33 – Do Your Research Before Choosing Tools 19:10 – Where to Find FirmPilot 

Did you like this episode? Dislike it?

Starting your own law firm can be one of the most rewarding (or one of the most challenging) decisions you'll ever make as a lawyer. In this episode of The Effective Lawyer Podcast, Jack Zinda breaks down the 7 essential questions every attorney should ask before taking the leap into running a practice.From understanding your “why” to building financial runway, generating business, handling risk, and surrounding yourself with the right support, this episode gives attorneys a framework for deciding if now is the right time to start a firm — and how to avoid common mistakes.What You'll Learn in This Episode:The most important question to ask before starting a law firm.How much financial runway you really need.Why client acquisition matters more than anything.The balance between being a lawyer and a CEO.How to prepare for uncertainty and risk.The systems you need beyond hustle.Why mentors, advisors, and family support are essential.Whether you're a young lawyer considering going solo or a seasoned attorney ready to take control of your career, this episode will help you make smarter, more confident decisions about your future.Learn more and explore other episodes at zdfirm.com/the-effective-lawyerHave a question for Jack? jack@zindalaw.com 

Beth Huffman has more than 40 years of experience in communications, media, and marketing. After two decades as a reporter, she spent the next 20 years helping major law firms, legal organizations, and global clients create strategic narratives that elevated their reputations and work. She served more than a decade at Dechert and later as head of marketing at Nelson Mullins before returning to Pennsylvania to join Poston Communications as Vice President. Today, Beth works with firms across the country to strengthen visibility, reputation, and client relationships through thoughtful communications strategies. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM HOLIDAY GIFTING Holiday gift giving isn't something we usually talk about here, but it comes up every year for firms of every size. You want to show clients and friends of the firm that you appreciate them, and you want to stay connected in a meaningful way. The challenge is that what seems simple at first can raise questions about timing, budget, logistics, and even ethics. Cards and gifts can be a great opportunity to build relationships, but they can also backfire if they're rushed or impersonal. From digital vs. paper cards to whether a bottle of wine is really the best idea, small decisions can make a big difference. In this episode of The Lawyer's Edge, Elise Holtzman talks with Beth Huffman about how law firms can get holiday gifting right. They cover why planning ahead matters, how to choose thoughtful options that reflect your clients, and what to do to avoid common missteps while keeping the process simple and impactful. 2:52 - The surprising headaches of holiday cards and how to avoid them 4:23 - Why one-size-fits-all gifts don't work (and what to do instead) 5:46 - Navigating hybrid and remote client addresses during the holidays 7:28 - Logistics gone wrong: shipping delays, customs, and alcohol restrictions 11:09 - How firm size shapes the gifting process (and who usually gets stuck with it) 12:33 - Digital vs. paper cards: what works best for different clients 13:47 - Creative alternatives to traditional gifts, from Thanksgiving pies to team lunches 16:55 - Making gifts personal without crossing professional lines 18:45 - Common pitfalls with branded items and how to avoid conflicts 19:48 - Why gifts don't have to wait until the holidays to make an impact 21:18 - Setting budgets and expectations around client gifts 23:13 - Using CRMs and simple systems to track client preferences year after year 25:19 - Regional and repeatable gift ideas that clients actually remember 27:06 - The most obvious - but most overlooked - tip for client appreciation MENTIONED IN HOLIDAY GIFTING FOR LAW FIRMS: AVOIDING PITFALLS AND MAKING IT PERSONAL Poston Communications  Beth Huffman on LinkedIn “The Holiday Gifting Dilemma: How Law Firms Can Get Gratitude Right,” The Legal Intelligencer PR: Building a Firm Store for Swag, Gifts and Giveaways Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

In episode 580 of the Lawyerist Podcast, Zack sits down with Jake Soffer, CEO and founder of FirmPilot, to explore how artificial intelligence is reshaping law firm marketing. Forget generic blog posts and robotic content, Jake shares how FirmPilot uses AI and data science to build smarter, measurable strategies that actually attract clients.  You'll hear how law firms can leverage AI beyond parlor tricks, why “moonshine marketing” doesn't cut it anymore, and what lawyers need to know about AEO (AI Engine Optimization) versus traditional SEO. Zack and Jake also discuss the future of client search behavior, how to avoid overhyping trends, and why sticking to fundamentals will always matter.  If you're curious about using AI in your practice, but don't want to waste time on gimmicks, this episode will give you a roadmap to experiment wisely, protect your marketing investment, and grow sustainably.  Listen to our other episodes on Law Firm Marketing, Growth and AI:  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis & Conrad Saam Apple | Spotify | LTN #434: Leverage AI to Stay Ahead, with Greg Siskind Apple | Spotify | LTN   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.  Chapters:  0:00 – Introduction with Zack Glaser 1:27 – Meet Jake Soffer of FirmPilot 2:17 – How AI Is Changing Legal Marketing 3:12 – Data-Driven Law Firm Growth 4:46 – The Limits of ChatGPT Content 7:12 – Building Smarter AI Workflows 9:23 – AEO, GEO, and the Future of Search 11:59 – Why Fundamentals Still Matter 14:45 – Writing for AI vs. Writing for Clients 17:05 – First Steps for Lawyers Using AI 18:33 – Do Your Research Before Choosing Tools 19:10 – Where to Find FirmPilot  Learn more about your ad choices. Visit megaphone.fm/adchoices

You don't get to be the oldest law firm in New York without weathering some rough spots. But this may be one of the most difficult periods Cadwalader, Wickersham & Taft has ever gone through.  The Wall Street firm, which this week announced a new managing co-partner, has lost nearly three dozen partners just this year. And not all of them have left because of the firm's controversial deal with President Trump for free legal services. On today's episode of our podcast, On The Merits, Bloomberg Law reporter Justin Henry explains why Cadwalader may be too specialized to thrive in today's full-service legal industry. He also talks about ways the firm can turn itself around without having to resort to a merger. Do you have feedback on this episode of On The Merits? Give us a call and leave a voicemail at 703-341-3690.

Did you like this episode? Dislike it?

I spoke with Jordan Furlong, of Law21, a legal futurist, about what impact AI is having (and, will have) on lawyers.   Episode Highlights 04:51 - Large language models and ChatGPT in law. 05:39 - General-purpose technology's ubiquity. 07:39 - The empowerment potential of AI. 09:57 - Rethinking legal tasks and roles. 16:59 - AI adoption in law firms: Challenges and opportunities. 19:04 - Billable hours and changing legal pricing. 37:11 - Law21 consulting focus: Adaptation in legal services. 39:59 - The need for legal industry transformation. 54:12 - Reflecting on societal and historical responsibilities.   Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Jordan Furlong jordan@law21.ca  https://www.law21.ca/   

La UE è pronta a cancellare i cookie banner già dal 2025.Addio ai fastidiosi popup? Sì, ma il rischio è perdere davvero il controllo sui tuoi dati: il consenso diventa un click nascosto nelle impostazioni, e il tracciamento dei big del web vola. Secondo la Commissione Europea, questa mossa dovrebbe alleggerire del 25% il peso normativo, ma il consenso informato rischia di diventare solo una formalità.Se passa, potresti non dover più cliccare niente… ma tutto quello che viene tracciato su di te finirà direttamente nei data center delle Big Tech, pronto per essere venduto e sfruttato senza il tuo reale permesso.Vale davvero la pena scambiare meno fastidi per meno libertà digitale? Sei pro semplificazione o pro trasparenza? ~~~~~ INGAGGI E SPONSORSHIP ~~~~~ Per contatti commerciali: sales@matteoflora.comPer consulenze legali: info@42LawFirm.it~~~~~ SOSTIENI IL CANALE! ~~~~~Con la Membership PRO puoi supportare il Canale » https://link.mgpf.it/proSe vuoi qui la mia attrezzatura » https://mgpf.it/attrezzatura~~~~~ SEGUIMI ANCHE ONLINE CON LE NOTIFICHE! ~~~~~» CANALE WHATSAPP » https://link.mgpf.it/wa» CANALE TELEGRAM » https://mgpf.it/tg» CORSO (Gratis) IN FUTURO » https://mgpf.it/nl» NEWSLETTER » https://mgpf.it/nl~~~~~ CIAO INTERNET E MATTEO FLORA ~~~~~ Questo è “Ciao Internet!” la prima e più seguita trasmissione di TECH POLICY in lingua italiana, online su YouTube e in Podcast.Io sono MATTEO FLORA e sono:» Professore in Fondamenti di Sicurezza delle AI e delle SuperIntelligenze (ESE)» Professore ac in Corporate Reputation e Crisis Management (Pavia).Sono un Imprenditore Seriale del digitale e ho fondato:» The Fool » https://thefool.it - La società italiana leader di Customer Insight» The Magician » https://themagician.agency - Atelier di Advocacy e Gestione della Crisi» 42 Law Firm » https://42lf.it - Lo Studio Legale per la Trasformazione Digitale » ...e tante altre qui: https://matteoflora.com/#aziendeSono Future Leader (IVLP) del Dipartimento di Stato USA sotto Amministrazione Obama nel programma “Combating Cybercrime (2012)”.Sono Presidente di PermessoNegato, l'associazione italiana che si occupa di Pornografia Non- Consensuale e Revenge Porn.Conduco in TV “Intelligenze Artificiali” su Mediaset/TgCom.

S5:325 In this episode of Small Business Stories, host Dr. LL sits down with Emil Abedian, CEO of Council CPAs and newly minted author of Council to Council. Emil shares candid lessons from 15+ years in entrepreneurship, scaling from a solo CPA to a trusted partner for law firms nationwide.

S5:325 In this episode of Small Business Stories, host Dr. LL sits down with Emil Abedian, CEO of Council CPAs and newly minted author of Council to Council. Emil shares candid lessons from 15+ years in entrepreneurship, scaling from a solo CPA to a trusted partner for law firms nationwide.

Did you like this episode? Dislike it?

Welcome to episode 298 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken is joined by Seth Price, founder of BluShark Digital and managing partner at Price Benowitz LLP. An accomplished attorney and transformational thought leader, Seth is a founding partner and the business backbone of Price Benowitz LLP, as well as the founder and CEO of BluShark Digital. Seth scaled a two-person law firm to 45 lawyers and leveraged that same digital expertise to create a best-in-class agency focused on legal marketing. He frequently speaks at major U.S. law conferences on topics including firm growth, ethics, operational best practices, SEO, and digital marketing strategies for law firms. What you'll learn about in this episode: 1. AI and SEO Strategy: - How law firms can optimize for AI-driven search results without losing monetizable traffic - Using mentions and strategic placement in AI indexing to maintain visibility 2. Local Search and Google Maps: - How expanding Google My Business listings and satellite offices increases local reach - The role of review velocity in improving rankings and attracting clients 3. Balancing AI Efforts with Revenue: - Allocating marketing budget to AI results while maintaining ROI from proven channels - Understanding which AI-driven initiatives provide social proof versus actual revenue 4. LSA and PPC Strategies: - Why Local Service Ads often outperform traditional PPC for cost-effective lead generation - Ensuring intake processes are dialed in to maximize the value of LSA leads 5. Digital Marketing Best Practices: - The importance of owning digital assets, websites, social profiles, and ad accounts - Leveraging content from podcasts, videos, and other organic sources for long-term SEO   Resources:    Website: blusharkdigital.com LinkedIn: linkedin.com/in/sethprice/ Twitter (X): x.com/blusharkdigital   Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind   AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

On today's Legally Speaking Podcast, Mitch Jackson, the award-winning trial lawyer and legal tech advocate, discusses the challenges and opportunities of AI in law firms. He highlights a MIT report indicating 95% of AI projects in large companies fail due to lack of adoption. Mitch outlines seven steps for successful AI implementation: understanding the need, starting small, creating an AI sandbox, scaling impact, ensuring privacy and security, empowering teams, and leveraging AI for efficiency. He emphasises the importance of a new leadership mindset, the "centaur" approach blending human expertise with AI, and the need for law firms to stay ahead in AI adoption to enhance client service and firm efficiency.Tune in to hear Rob and Mitch discuss:- How AI Is a Must for Law Firms Now- Discovering the Power of AI Tools- Keeping Up with Rapid AI Growth- Combining AI with Human Skills- Why You Should Small and Set Smart AI PoliciesConnect With Mitch on LinkedIn - https://www.linkedin.com/in/mitchjackson/Follow his 7-Step Roadmap - https://legallyspeakingpodcast.com/wp-content/uploads/2025/09/Seven-Steps-to-Leading-with-AI.pdfMitch's Latest Book: Leading with AI- Seven Steps to Transform Your Business and Empower Your People - https://mitchjackson.xyz/12/leading-with-ai-seven-steps-to-transform-your-business-and-empower-your-people

Should you focus on building a life full of interesting ventures and investments, or prioritize stability and happiness? In this episode, Richard James dives into the concept of balancing financial success and personal satisfaction. We explore how these two scales play out for law firm owners and share insights on navigating your path as you scale your firm.Discover how to balance ambition, personal well-being, and professional growth, and why making this choice is critical to your journey. If you're looking for guidance on making tough decisions in your law firm ownership, this one's for you!Want to learn more about scaling your firm with clarity and purpose? Visit thelawfirmsecret.com to join our community and dive deeper into the journey of law firm ownership.

5 Law Firm Owner Tax Myths That Are Costing You $$$

Don't Make This Law Firm LLC Mistake

Here's What Your CPA Isn't Telling You When It Comes to Your Law Firm Receipts

In this episode, Steve Fretzin and Eric Ritter discuss:Shifts in digital marketing strategies for law firmsThe growing role of AI and answer engine optimization in client acquisitionCommon mistakes lawyers make in online marketingPractical tools for improving websites, reviews, and advertising effectiveness Key Takeaways:Law firms should invest early in Answer Engine Optimization (AEO) by writing FAQ-style content and using schema markup to rank in AI-driven search results.Building topic clusters around specific practice areas (e.g., motorcycle accidents instead of broad personal injury) increases authority and visibility while avoiding wasted traffic.The most effective time to request reviews is immediately after a successful case or client outcome, making it a standard part of the closing process.Local Service Ads and remarketing are cost-effective ways for law firms to attract qualified leads, with remarketing offering quick wins by re-engaging prior website visitors. "SEO gets you seen, but that answer engine optimization gets you quoted." —  Eric Ritter Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/Episode References: Who Moved My Cheese by Spencer Johnson: https://www.amazon.com/Who-Moved-My-Cheese-Amazing/dp/0399144463About Eric Ritter: Eric Ritter is the CEO of Digital Neighbor and a trusted partner in building smarter, stronger marketing strategies for law firms. Known as “The SEO Sommelier,” he specializes in simplifying SEO, AI-powered client acquisition, and digital transformation for attorneys, helping firms not only achieve top rankings but also build sustainable, scalable marketing systems that deliver results.He founded Digital Neighbor to fill a critical gap in the market by offering transparent, data-driven SEO solutions tailored specifically for the legal industry. From enhancing Google visibility to optimizing for ChatGPT search rankings, Eric ensures that law firms remain competitive, compliant, and top-of-mind.He is also the host of The Search Bar Podcast and the founder of Sip & Search, a unique networking experience that blends professional growth with wine tasting for attorneys.Connect with Eric Ritter:  Website: https://digitalneighbor.com/ & https://helloericritter.com/Show: The Search Bar: https://podcasts.apple.com/us/podcast/the-search-bar-law-firm-growth-wine-optional/id1696121990LinkedIn: https://www.linkedin.com/in/helloericritter/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 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode of the Managing Partners Podcast, Kevin Daisey welcomes John S. Berry, CEO of Berry Law, to discuss how law firm leaders can harness AI, accountability, and strong core values to build a thriving practice. John shares how Berry Law uses automated task management to streamline workflows, avoid malpractice risks, and keep lawyers focused on high-value legal work. They explore the role of AI in client intake, delegation, and even SEO strategy, while stressing the importance of keeping a human in the loop. This candid conversation covers culture, leadership, branding, and the future of AI in law firms.   Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - The Best Lawyers: Managing Partners Podcast(00:00:32) - John Barry on His Firm's Core Values(00:05:28) - The Core Values(00:06:00) - A New Way to Grow Your Law Firm With AI(00:07:14) - How to Use AI to Make a Better Practice(00:13:34) - Accountability at Barry Law(00:17:43) - How to Give Feedback to the Team(00:20:57) - Are You More Offended By Feedback From Your Mentors?(00:21:39) - ChatGPT: The Problem with Delegation(00:26:34) - Delegation Skills(00:31:13) - Are You Ready for AI-based Recruiters?(00:35:00) - Barry Law: Is AI In the Future of Appointment?(00:40:54) - Is a Bot the Future of Divorce?(00:46:25) - AI and the Business Decisions(00:51:08) - How to Optimize for AI Search?

Law firms "have gold sitting on their hard drives," according to Yale Law School professor Scott Shapiro. Shapiro has enthusiastically embraced the use of generative AI in his classroom. He says firms should draw on the mountains of proprietary information at their fingertips to build their own tools. "If only they would train the large language models correctly, they, I believe, would get absolutely stupendous results," he said. Shapiro spoke to Bloomberg Law editor Jessie Kokrda Kamens for our podcast, On The Merits, about why he thinks every firm should make its own AI and he explains how he and his students actually did this themselves using years of documents from his Yale legal clinic. Do you have feedback on this episode of On The Merits? Give us a call and leave a voicemail at 703-341-3690.

Retirement planning isn't broken—it's rigged.Paul Sippil joins the Futures Edge with Bob Iaccino to expose the hidden fees, conflicted incentives, and lack of accountability baked into the 401k industry. They dive deep into forensic retirement consulting, a practice that helps participants and employers uncover where their money is really going, while questioning the role of advisors, oversight, and economic policies that continue to erode capitalism.TAKEAWAYS: - The 401k industry lacks transparency and accountability.- Forensic retirement consulting educates clients about hidden fees.- Advisors often benefit from commissions without adequate service.- Self-directed brokerage accounts can help participants avoid fees.-Law firms often face high fees due to poor advisor oversight.TIMESTAMPS:00:00 Introduction and Sponsorship02:42 Health and Wellness through Community Dining05:36 Crime and Safety in Chicago09:40 Forensic Retirement Consulting Explained17:34 Understanding 401k Fees and Transparency22:31 The Overpayment Dilemma in Financial Advisory24:14 Opting Out: Self-Directed Accounts and Fee Structures26:43 Empowering Participants: Knowledge is Key27:51 Understanding the Ideal Client: Who Needs Help?29:04 The Future of Financial Advisors: AI and Automation30:21 Law Firms and Financial Mismanagement: A Case Study32:10 Corporate 401k Plans: Are They Worth It?33:31 The Struggles of Communication: Understanding Advisors' Roles36:14 Facing Backlash: The Risks of Challenging the Status Quo38:29 Private Credit in 401k Plans: A Cautious Outlook40:02 Economic Perspectives: The Current Landscape44:17 Connecting with Paul: How to Reach Out

When it comes to selling your law firm, the question isn't just what's my firm worth? It is what's it worth to me? In this episode, Victoria explores the intangibles behind a sale. The purchase price may grab attention, but for most sellers, factors like time, health, stress, and what comes next in life carry equal or greater weight. What You'll Learn in This Episode: •⁠  ⁠Why the “highest offer” isn't always the best offer •⁠  ⁠How time commitments in a deal can make or break it •⁠  ⁠Why health can outweigh every other factor in your decision •⁠  ⁠The role of stress, peace of mind, and future opportunities in choosing your next step •⁠  ⁠How to evaluate offers based on your personal goals, not just the dollar signs If you're considering selling your law firm, this conversation will help you think beyond the balance sheet and get clear on what matters most to you. Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/      

Jerry Markowitz is a founding shareholder at Markowitz Ringel Trusty + Hartog.  He joins Jeffrey and Brett to talk about the values and vision that have guided his extraordinary legal career.  As one of South Florida's most accomplished bankruptcy attorneys, Jerry reflects on his decades in practice, the art of balancing firm leadership with client advocacy, Jerry's early years and the formation of the firm, how the bankruptcy landscape has changed, lessons in leadership from building a law firm that last, the role of community service,  what Jerry still loves about practicing law, and what young lawyers should know.  Whether you're a first-year associate or a founding partner, this episode is filled with practical wisdom and timeless perspective from one of the profession's most trusted voices. Streaming on  YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.

Did you like this episode? Dislike it?

Mid-sized law firms are facing pressure from every direction. Associates are poached with six-figure pay bumps, partners are stretched thin between billing and management, and specialty practices vanish without succession plans. At the same time, clients expect broader reach and deeper benches than many firms can deliver. In this episode, host Chris Batz shares what he's hearing directly from managing partners and executive committee members across the country. He outlines the squeeze mid-sized firms are feeling - lagging organic growth, talent retention challenges, leadership burnout - and the difficult choices leaders are weighing: scale up, go lean, or join a larger platform. Chris also looks at the emerging role of private equity in law firm ownership and the ripple effects it could have on culture, compensation, and competition. Along the way, he points out steps firms can take now: sharpen strategic vision, invest in leadership and succession, strengthen recruiting systems, and pursue growth through the right mergers or acquisitions. At its heart, this episode asks a question every firm should confront: how do you stay competitive without exhausting the people who make your firm strong?   Episode Breakdown: 00:00 Why Mid-Sized Law Firms Are Struggling 03:30 Why Talent Keeps Leaving Mid-Sized Firms 04:28 The Leadership Burnout Crisis in Law Firms 07:37 Scenario 1: Losing Lead Counsel Work to Bigger Firms 11:31 Scenario 2: Rainmakers With No Succession Plan 14:04 Billing vs. Leading — Can Firm Leaders Do Both? 18:19 Growth Choices: Lateral Hires, Acquisitions, or Mergers 24:01 Should Mid-Sized Firms Join Larger Platforms? 26:09 The Hidden Cost of Burnout in Firm Leadership 32:17 How Private Equity Is Changing Law Firms 34:18 Strategies for Mid-Sized Firms to Compete 43:48 Key Lessons for Law Firm Leaders   Connect with Chris Batz: LinkedIn profile: https://www.linkedin.com/in/chrisbatz/  LinkedIn company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm

In this episode, Molly reveals why law firms must go beyond digital ads and embrace grassroots community outreach. She explains how a dedicated outreach coordinator drives authentic relationships, brand credibility, and high-quality leads—delivering far greater ROI than traditional marketing methods.    Key Takeaways: Hiring a dedicated community outreach coordinator can significantly boost a law firm's branding and client engagement. Grassroots marketing strategies offer a more human and effective approach in an era dominated by digital and AI technologies. Personal connections and relationship building are critical components of successful business development, leading to higher quality lead generation. Molly provides practical insights into how law firms can track and measure the performance of outreach activities to maximize ROI. Participating in local groups like ProVisors offers significant networking opportunities and allows firms to create lasting community relationships.   Quote for the Show: "AI and digital tools can get you leads, but it's human connection that converts them into loyal clients and lasting referral sources." - Molly McGrath   Links: Podcast with Carlos Ferrerosa: https://youtu.be/DDABJh8bStc Podcast with Cassidy Lewis: https://youtu.be/H7t1nngx5Xk  Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   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 Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/eVyuakaRFz4 

This Day in Legal History: Little Rock NineOn September 23, 1957, nine African American students, later known as the Little Rock Nine, were barred from entering Central High School in Little Rock, Arkansas, despite a federal court order mandating desegregation. This confrontation became a pivotal moment in the civil rights movement and a key test of federal authority to enforce the Supreme Court's 1954 decision in Brown v. Board of Education, which declared racial segregation in public schools unconstitutional.Arkansas Governor Orval Faubus had deployed the National Guard earlier that month to prevent the students from entering the school, citing concerns about public safety. On September 23, the students attempted to enter the school through a side door. Although they briefly succeeded, a growing and increasingly violent white mob outside forced officials to remove the students for their safety. The local police were unable to contain the mob, highlighting the state's failure to comply with federal law.The national spotlight turned sharply toward Little Rock, prompting President Dwight D. Eisenhower to intervene. The next day, September 24, he federalized the Arkansas National Guard and sent in the 101st Airborne Division to enforce the students' right to attend the school, which they did under armed guard on September 25.This event marked the first time since Reconstruction that federal troops were used in the South to enforce civil rights. It underscored the constitutional principle of federal supremacy and the power of the federal government to uphold civil rights against state resistance.President Trump is set to sign an executive order this week confirming that a proposed deal to restructure TikTok's U.S. operations will satisfy the 2024 law requiring divestment from its Chinese parent, ByteDance. Under the arrangement, ByteDance would retain less than 20% ownership, while American investors—including Trump-aligned figures like Lachlan Murdoch, Larry Ellison, and Michael Dell—would take control of the U.S. business. The restructuring would install a U.S.-based board with national security credentials, aiming to quell longstanding fears that TikTok user data could be accessed by the Chinese government.The executive order also pauses enforcement of the divestment mandate for 120 days, buying time to finalize the deal and secure regulatory sign-offs. While the U.S. government will not take a board seat or a “golden share,” it remains unclear whether the final agreement will involve any direct financial benefit to the federal government. Still, Trump's fingerprints are all over the transaction, from its nationalistic framing to the prominent role of political allies in the investor pool. He's even credited TikTok with helping him connect to young voters—a not-so-subtle nod to the platform's political utility heading into 2026.This deal marks rare progress in U.S.-China economic talks, which have been largely stalled amid broader trade tensions. But it also reflects a larger trend: Trump's willingness to insert the federal government directly into private sector negotiations, whether by greenlighting chip exports to China or taking equity in major tech firms. Critics argue such moves undermine free-market principles and risk long-term damage to U.S. competitiveness. Supporters, however, see it as strategic economic defense.In short, Trump's TikTok solution is part national security play, part corporate reshuffling, and part political theater. Whether it holds up legally—or operationally—may matter less than the narrative: the U.S. regaining control of a culturally dominant platform while sidelining Beijing.Lachlan Murdoch, Michael Dell, Ellison involved in TikTok deal, Trump says | ReutersTrump will sign order declaring TikTok deal meets 2024 law requirements | ReutersK&L Gates is closing its Beijing office, becoming the latest U.S. law firm to retreat from China amid ongoing geopolitical tensions and a sluggish legal market. The Pittsburgh-based firm will consolidate its Beijing operations into its Shanghai office following a leadership review of global strategy and real estate. The move comes under new global managing partner Stacy Ackermann, who took the helm in July.Though K&L Gates will maintain a presence in Shanghai, Hong Kong, and elsewhere in Asia, its exit from Beijing reflects a broader trend. Over the past two years, major U.S. firms like Wilson Sonsini, Cleary Gottlieb, and Winston & Strawn have also shuttered offices in China due to declining deal flow and increased scrutiny of foreign businesses. While some firms continue to operate in Chinese cities, the heyday of aggressive U.S. legal expansion into China—peaking about a decade ago—appears to be over. The firm's departure underscores the mounting challenges of navigating China's legal environment in an era of strategic decoupling.K&L Gates closes Beijing office as US law firms continue China market retreat | ReutersZillow is facing a new proposed class action lawsuit accusing it of deceiving homebuyers by steering them toward its own network of affiliated agents rather than the actual listing agents. Filed in Seattle, the suit claims Zillow's platform misleads users into contacting agents who financially benefit the company—sometimes giving Zillow as much as 40% of their commissions—without disclosing this arrangement to buyers or sellers.The plaintiff, an Oregon resident, argues that these tactics violate both Washington state consumer protection laws and federal real estate laws by inflating commissions and limiting consumer choice. The suit alleges Zillow's practices result in higher home prices and a lack of transparency about who truly represents the buyer's interests. The legal team behind the suit characterizes Zillow's business model as one that exploits consumers' need for housing to boost profits.Zillow has pushed back, calling the lawsuit a misrepresentation of its operations and defending its model as pro-consumer. This case adds to a growing list of legal challenges for the real estate giant, which is already battling other lawsuits over competition and marketing practices, including one from brokerage Compass and another from Homes.com owner CoStar.New lawsuit accuses Zillow of deceiving home buyers | ReutersMy column for Bloomberg this week argues that as states try to modernize sales tax rules for the digital economy, they should stop framing digital offerings as either “goods” or “services” and start taxing them based on function. The Multistate Tax Commission (MTC) is circulating a proposal to define “automated digital products” as those sold with minimal human intervention. While well-intentioned, this definition is fuzzy and risks creating more confusion than clarity. For example, how do we categorize a chatbot that occasionally escalates to a live agent, or AI tools that require ongoing human training? These gray areas aren't new—states have spent years litigating whether software is tangible, intangible, or a service, and this could be a repeat of that same cycle.Instead of defining digital products by how much human effort goes into delivering them, we should define them by what they do. A Netflix subscription is entertainment. QuickBooks is a productivity tool. Therapy on Zoom is health care. Consumers already experience digital services this way, and tax codes should align accordingly. Function-based categories would mirror existing tax practices, like how business deductions or ticket sales are handled, and would be far easier to scale to emerging technologies.It's true that a functional model still faces edge cases—ChatGPT, for instance, could be research, productivity, or entertainment depending on use. But these are better problems to have than trying to parse human involvement in the delivery pipeline. If states want to tax digital products sensibly, they need a system that reflects how people actually use these tools, not how they're coded or deployed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

In this week's episode of The Law Firm Blueprint, Jay Ruane and Seth Price dive into the realities of running and scaling a modern law firm. From the headaches of hiring and retaining employees to the challenges of working with fractional CFOs, they share firsthand stories and lessons learned. The hosts also expose shady practices in the SEO world and discuss why building a strong, supportive culture can keep great attorneys from leaving. Whether you're a solo lawyer or leading a growing practice, this episode delivers practical insights you can't afford to miss.#LawFirmManagement #LegalMarketing #LawFirmBlueprint

Leslie Richards joins Jennifer Simpson Carr to demystify GEO—generative engine optimization—and its impact on law firm marketing. From zero-click results to authority signals across the digital ecosystem, they unpack how AI summaries cite sources and what that means for traffic, reputation, and referrals.  

Episode Summary Building and scaling a law firm isn't just about winning more clients or hiring more staff, it's about creating consistent, predictable visibility in your market. And the easiest way to do that is through organic marketing. In this episode of the Scalable Law Podcast, Caralee dives into what organic marketing actually involves, why it's the most underused growth lever in the legal industry, and how it can set your firm up for long-term success. Most law firm owners overlook organic marketing because it doesn't deliver overnight results, but it does deliver lasting ones. With the right strategies, you can build a powerful presence that generates leads 24/7, positions you as the go-to expert, and fuels your revenue growth without burning cash on ads. What You'll Hear in This Episode What organic marketing is and why it matters for law firms The key organic channels that drive consistent client enquiries Why organic strategies build long-term momentum that compounds How to start implementing organic marketing with simple, weekly actions How strong organic marketing boosts the ROI of your paid campaigns My Key Takeaways for You Organic marketing is the lowest-hanging fruit for law firms because it uses assets you already have such as your website, expertise, and relationships — rather than relying on a large ad budget. Content created now can keep attracting clients for years, creating compounding returns over time. It builds trust and positions you as an authority, which increases conversion rates and reduces the need for “hard selling.” A strong organic presence makes any future paid ads perform better by improving brand awareness and trust. Start small and stay consistent: optimise your website, update your Google Business Profile, post weekly, and nurture your email list. Resources and Links Scalable Law Website Download the free Law Firm Freedom & Profit Audit Listen to this related episode: Unlocking Law Firm Growth: Marketing, Hiring, and Scaling with Seth Price (EP 170) Ready to Grow Your Firm Organically? If this episode sparked ideas for your firm, start small, choose just one organic marketing action this week, whether it's updating your website, posting on social media, or asking a happy client for a Google review. Tiny steps create big momentum when done consistently. If you're ready to build a stronger organic marketing engine for your law firm and attract consistent clients without relying on ads, join the Accelerator program and start creating your growth strategy from the ground up. Pass It On Loved this episode? Share it with another law firm owner who could use a boost of inspiration and practical strategies. And don't forget to follow the Scalable Law Podcast so you never miss the next conversation. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

The Lawyer Stories Podcast Episode 237 features David Craig, Founder and Managing Partner at Craig, Kelley & Faultless, LLC in Indianapolis, Indiana. David shares insights from decades of advocating for injury victims and dives into his new book, It's Never Been Easier to Hire the Wrong Attorney, which helps clients navigate today's legal landscape to make informed choices. In this episode, David reflects on what motivated him to write the book, the common mistakes people make when choosing legal representation, and how his firm has built a reputation for trust and results. He also discusses the values that drive his work, the importance of educating clients, and why every attorney should strive to raise the standards of the profession.

Akemi Suzuki is a corporate M&A partner at the Tokyo office of Nagashima Ohno & Tsunematsu. Akemi joins us for an honest conversation about career pivots, personal challenges, and finding your own path in the legal profession.From walking an hour to elementary school in rural Gunma to becoming a respected M&A and data privacy expert in Tokyo, Akemi shares the unexpected turns that shaped her career. This episode is perfect for lawyers at any stage who want to hear authentic stories about building a meaningful career while staying true to yourself.If you enjoyed this episode and it inspired you in some way, we'd love to hear about it and know your biggest takeaway. Head over to Apple Podcasts to leave a review and we'd love it if you would leave us a message here!In this episode you'll hear:Why Akemi nearly turned down partner track due to family planning fears, and the conversation that changed everythingHow a simple word from an in-house boss revolutionised her understanding of what clients really wantHow having children forced a career pivot that ultimately expanded her expertise and made her more valuableWhy being called "old-fashioned" became a badge of honour and a lesson in embracing diverse perspectivesAbout AkemiAkemi Suzuki is a corporate M&A partner at the Tokyo office of Nagashima Ohno & Tsunematsu. She has 25 years of experience representing Japanese and international companies in a wide range of complex cross-border transactions. She serves as co-chair of the firm's technology, data and start-up practice team and advises multinational clients on various data privacy and data governance matters. She is a two-time winner of the Woman Lawyer of the Year award from the ALB Law Awards, and has received many other professional accolades. In addition to her extensive client work, Akemi is passionate about initiatives addressing societal issues, such as mental well-being and equity & inclusion. Akemi has served as the firm's DE&I committee for six years and now leads the firm's pro bono efforts.Connect with AkemiLinkedIn: https://www.linkedin.com/in/akemi-suzuki-graham/ LinksWellness App mentioned by Catherine: “Insight Timer” https://insighttimer.com/ Connect with Catherine LinkedIn https://www.linkedin.com/in/oconnellcatherine/Instagram: https://www.instagram.com/lawyeronair

This week's episode is a little different. Raw. Real. And one of the MOST powerful stories we've ever shared on the podcast. I sat down with the incredible Kim Valentine — a powerhouse trial attorney who went from being homeless and addicted… To someone who now walks into the courtroom fully expressed, fully embodied, and fully herself.

In this powerful episode, Cinthia sits down with Davina Frederick, attorney, business strategist, and founder of Wealthy Woman Lawyer®, to explore what it really takes to grow a law firm beyond yourself and into a sustainable, million-dollar business. Davina shares her journey from burnt-out solo lawyer to thriving CEO and coach to hundreds of women law firm owners. Together, they unpack: Why most women lawyers struggle to hire — and how to shift your mindset The stages of growth in a law firm (and what to prioritize at each one) How to let go of perfectionism and build a team you actually trust The difference between doing client work vs. leading a business What your real job is as a law firm owner (hint: it's not just “being a lawyer”) How to choose marketing strategies that align with your strengths and stage of business Why Davina wrote her book The Wealthy Woman Lawyer's Guide to Law Firm Marketing in the Virtual Age — and how to get it for free If you're a woman growing a service-based business — especially in law — this episode is packed with honest insight, practical tools, and permission to do things your own way.    

Did you like this episode? Dislike it?

Watch the YouTube version of this episode HEREAre you a law firm owner looking for advice on filing taxes? In this episode of the Maximum Lawyer Podcast, Jacqueline and Adam Williams, co-founders of Pennywise Tax Strategies, share their journey from traditional tax roles to building a firm focused on proactive, year-round tax planning for small businesses and law firms. Proactive tax planning for small businesses is so important and needs to be prioritized. Many small business owners react to their numbers and don't think ahead when it comes to taxes. Because of this, businesses are in a bad situation due to not knowing how to make the most of their money, where the money is going or how to proactively plan ahead. Jacqueline and Adam work to ensure small businesses are not left behind and succeed during this stressful time.Jacqueline and Adam speak to the errors small businesses make during tax season. One of the biggest issues is a lack of communication between the tax preparer and the business owner. Most times, business owners hand accountants everything and call it a day. Sometimes, the business owner doesn't want to fill out the questionnaire, which means the dots are not connected. Big things can be missed, which can lead to issues after filing. Transparency between both parties is extremely important.Listen in to learn more!03:21 Gap in Small Business Tax Planning 05:19 Trusted Advisor Model vs. Traditional Accounting 06:08 Proactive Tax Planning in Practice07:34 Monthly Client Check-ins and Accountability08:16 Common Mistakes by Law Firm Owners 09:36 Avoiding Numbers and Year-Round Tax Season 11:27 Regular Tax Planning Activities12:23 Understanding and Tracking Tax Liability Tune in to today's episode and checkout the full show notes here. Connect with Adam and Jackie:Website FacebookLinkedin  Instagram Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

In this episode, Michael Weis and Michael Burney, Partners at Weis & Burney Law Firm, share their journey of founding a boutique corporate and transactional practice. They discuss client service, practical problem-solving, and why trusted business advisors remain essential in a world of AI and information overload.

A teaching joke from the legal world captures an important lesson: Sometimes the reward for an achievement is simply a bigger helping of the same challenge. Get in touch: podcast@gretchenrubin.com Visit Gretchen's website to learn more about Gretchen's best-selling books, products from The Happiness Project Collection, and the Happier app. Find the transcript for this episode on the episode details page in the Apple Podcasts app. See omnystudio.com/listener for privacy information.