Podcasts about law firms

The Lawyer Stories Podcast Episode 235 features Saevion David-Longe, a Guyanese attorney at Stanbrook Prudhoe with more than six years of experience in civil and commercial litigation. Saevion shares his journey from growing up in Guyana—where competitive tennis matches with his siblings helped shape his discipline and drive—to becoming a respected legal professional advising on real estate, trust, administrative, and employment matters. Beyond his practice, Saevion is passionate about establishing a law school in Guyana to strengthen local access to legal education. As Guyana undergoes rapid industrial growth fueled by its booming oil sector, and navigates important issues of social and environmental governance, he envisions a stronger legal infrastructure that can equip the next generation of lawyers to guide the country's future. Tune in to hear Saevion's story of competitiveness, perseverance, and vision for Guyana's evolving legal landscape.

From pitmaster to business powerhouse, Rodney Scott proves that passion, process, and a relentless commitment to craft can transform not only a career but an entire industry. In this encore episode of The Game Changing Attorney Podcast, Michael Mogill sits down with James Beard Award-winning pitmaster Rodney Scott, a man who went from reluctantly tending the family barbecue pit to building a nationally recognized brand. With decades of lessons forged over open flames, Rodney shares how discipline, resilience, and an obsession with detail built his success. From overcoming doubters to scaling his craft across multiple locations, his journey offers timeless wisdom for any law firm leader serious about turning their passion into a lasting legacy. Here's what you'll learn: Why sticking with your craft through decades of hard work creates mastery that shortcuts cannot match How attention to detail turns a good product into an unforgettable experience The leadership mindset shifts needed to scale your business without sacrificing quality Whether you are running a smokehouse or a law firm, Rodney's story is proof that when passion meets process, you can change the game and the world will know your name. ---- Show Notes: 00:00 – Introduction and Rodney's early life on the farm 04:46 – From no interest in barbecue to finding his passion 05:58 – What makes whole hog barbecue unique and challenging 08:44 – Overcoming doubt and choosing to dream big 13:53 – Landing a feature on Netflix's Chef's Table 18:51 – The art and science of whole hog cooking 22:38 – Training pitmasters and maintaining consistency across restaurants 41:39 – What being a game changer means to Rodney Scott ---- Links & Resources: Jim ‘N Nick's Bar-B-Q Chef's Table (Netflix TV show) Eric Church James Beard Foundation Billions (Showtime TV show) ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 110. Leading Ladies: Four Leaders in Business 132. Summit Spectacular: Part 1  214. Dream Team: How to Hire & Keep High-Performing Talent

Watch the YouTube version of this episode HEREAre you looking for some tips on changing your mindset for the better? In this episode of the Maximum Lawyer Podcast, Tyson interviews John Kormanik, a former trial attorney turned coach, about his journey overcoming limiting beliefs and the power of mindset. Tyson and John talk about the importance of mindset shifts when it comes to growth and success. For John, this involved thinking about how lucky he was to do certain things and to have a choice in the life he is living. This really shifted his relationships with his family as well as how he viewed himself. Mindset shifts are important for growth and success. Having a negative mindset can affect how your life moves forward. If you want to grow and succeed, you have to have the mindset necessary to reach that.John shares his insights on self-criticism and the effect it can have on people. Being self-critical and hard on yourself can really affect your mental health. The key is to show up and do the work for yourself. Attorneys in particular are risk averse and learn not to take the leap and keep things safe. Because of this, many are self-critical and don't think they are good enough. To get over this, it is important to think about what will happen if you fail and if you don't. Think about what the worst case scenario is and if it really will impact you in the long run. Most times, things are not as bad as you think, so letting things go a little bit can really save you from yourself.Listen in to learn more!6:48 How a mindset shift impacts personal growth17:29 John explains his coaching process28:00 How harsh self-criticism can cost opportunities 32:39 Discussion on how upbringing sets mental limits41:39 Advice for those unsure of their focusTune in to today's episode and checkout the full show notes here. Connect with John:Website Instagram Linkedin  

Title: Why Most Capital Raisers Will Get Sued in the Next Crash with Rob Beardsley and Craig McGrouther Summary: In this episode of “Fund Friday,” hosts discuss the innovative solutions offered by Tribe Vest, a pioneering fund-of-funds startup, which is poised to transform the landscape for emerging fund managers, investors, and capital raisers. Guests Travis Smith and Seth Bradley delve into their personal journeys and the genesis of Tribe Vest, highlighting the advantages of adopting a fund-of-funds model that enhances compliance and increases access for numerous accredited investors. They detail how Tribe Vest supports fund managers through its comprehensive services, allowing them to raise capital efficiently while ensuring legal and financial compliance.   The conversation unfolds various industry challenges faced by fund managers, such as the difficulties in connecting accredited investors with good deals and maintaining compliance in the ever-evolving regulatory environment. Smith and Bradley underscore the essence of Tribe Vest, focusing on its operational efficiency—providing essential support like K-1 tax distribution, capital-raising infrastructure, and investor onboarding—all streamlined with technology.   In conclusion, they not only spotlight the competitive pricing and quick service turnaround of Tribe Vest but also express their commitment to fostering a landscape that democratizes access to high-quality investing opportunities while empowering fund managers. Their vision seeks to break down barriers traditionally faced in private investment, paving the way for a more inclusive investment future. Links to Listen and Subscribe: https://podcasts.apple.com/us/podcast/fund-friday-e49-the-cost-effective-way-to-launch-a/id1511202840?i=1000673582673 https://open.spotify.com/episode/4tLAtXFe3OrqtCwyc7gfBE Links to Watch and Subscribe: https://www.youtube.com/watch?v=GVgT4GMrPPI&t=70s Bullet Point Highlights: Tribe Vest revolutionizes the fund-of-funds model for emerging fund managers. The connection of accredited investors to high-quality private investment opportunities is crucial yet challenging. Efficient operational support, including compliance and investor onboarding, sets Tribe Vest apart. The need for compliance amid industry scrutiny has shifted sentiment towards fund-of-funds for risk mitigation. Tribe Vest empowers fund managers by providing an institutional-level infrastructure for capital raises. Cost-effective solutions allow fund managers to focus on relationships rather than administrative burdens. Quick setup times (just five days) streamline the capital-raising process for fund managers. Transcript: welcome back to another episode of fund Friday this is going to be a very nutrient dense jam-packed episode with two amazing people we just had the pleasure of connecting with them once more at our Flagship uh summon event in New York City the gentleman behind tribe vest here a cuttingedge fun to fun group VC backed the whole nine this is going to be such an important episode for all you emerging fund managers you Capital raisers Maybe investors who kind of want to know behind the curtain what's going   on and also just from a structural perspective as to how we've been able to scale our business safely and compliantly but with that said let's give a warm introduction to Travis Smith and Seth Bradley how are you both today good craigg good to see you it's been just a few weeks since we were in New York together which was an awesome event glad to be here yeah well there's been a lot of great updates to the product that tribe is offering since our initial conversation we had so I would almost even argue um for the   better Awards you can maybe even scrap that episode for future purposes don't need to look back because we're going to cover that and then some here today so I'm absolutely elated and thrilled to talk about that so let's get right into it and just to start with for some some context because we're gonna just keep it moving forward here how did Seth and Travis and the team have tried best kind of Forge and kind of come together from you know this Alliance from a business perspective yeah tra you want to kick that off man   sure sure and look you can't scrap that first episode because I think it's the first episode yeah like we're in the record books at this time right yeah so yeah no look uh me finding Seth and Seth Finding Me is a big part of our story no doubt really uh in early 2023 we had built out the infrastructure and the technology uh we' even been challenged by our clients to build out the back office where we do all the distributions cap table management uh k1s taxes and um but I hadn't quite figured out the fun to fun portion of this yet   and uh good story you know met Seth Bradley at a a conference in the British Virgin Islands where we were both speaking at the event uh both of our wives were there and uh they hit it off we hit it off and just had a wonderful wonderful week and weekend and um and that was when Seth kind of really opened my eyes to um this opportunity Seth you know how how do you remember it where where you know how how did it go from there yeah well funny enough my my pitch or my speaking engagement was on fund of funds it was   it was teaching the group about fund of funds what is it how can you how can you go from basically a passive investor and and start a business raising capital and and fund of funds is kind of the the next step and at the same time the industry was was pivoting there was uh you know there were Winds of Change so to speak from the the cgp model and people were starting to really take the fun of funds model more seriously and take a deeper look at it and the timing just couldn't be better as Travis was   taking his company and and trying to make it pivot himself into the the syndicator and the fund and the capital raising market and you know originally there was a cgp type of model that was being uh thrown around and actually had a good bit of success Travis right going into uh earlier that year and you know I I we just got into some deeper discussions about where the market is and where it's going and the market was really going to fund to funds and I said' look Travis if you're going to if you're going to take this business to   the next level get ahead of the game like this is where it's going it's going to fun and fund is kind of getting away from the cgp model so if you're going to build a product around that market really should focus in on fun to funds yeah I mean and I'll just go as well just to to piggyback off that timing is so funny there because I think it was roughly around the summer of 2023 when fun to fun was the biggest buzzword in the industry what is a fun of fund how does it work why is this the most compliant way do I need to do it what is   it how does it structure everything included there so we're going to unpack that all there but it sounds like Travis you might have had an additional comment well I was say it really it truly was right place right time for Seth and I to meet you think about leading up to that it was the becc 2023 and there just all these Rumblings with some some bigger names in our industry that were under an investigation for the CP model and that was really how the industry was working with capital Partners at the time and uh   collectively realized that there's got to be a more compliant better way and there I was with a two-thirds of the solution talking to Seth who rep represented the the last third of the solution so really was right place right time and and uh you know we're we're we're so glad to be partnered together and and solving a big problem Big Challenge yeah well and let's get right into that problem so the the problem of the industry so how can someone like loans start Capital safely compliantly bring dollars into our deals from   outside investors fund managers capital allocators and opportunity so what is the industry problem and what are you guys both solving Seth I I'll hand it over to you I think from a big industry problem I mean there's just the age-old you know you have awesome lead sponsors that are working hard finding great deals private deals out there like Lone Star and and then on the other side there's over 20 million accredited investors that want the benefits of private investing they want the the benefits that come with real estate they   want cash flow they want tax advantages uh you know they they want the appreciation all those things that are Why Real Estate so awesome they want to invest with these lead sponsors in these deals but as as we know unless you're kind of in a country club or in the network it's really hard to access those so that's the big problem the big problem is we have great lead sponsors with great deals and then on the other side we have have awesome accredited uh investors looking for those deals meanwhile they can't find each other and   uh they don't know how to access them and so the the industry as a whole you know a big conduit to solving that is this Capital Partner right the fund manager and Seth I'll turn it over to you kind of again maybe start with how the industry was solving it and what the problem was with that right yeah I mean I think you framed it correctly it's it's access we know these these accredited investors are out there there's Millions U maybe tens of millions out there in the United States that um maybe they know it maybe they   don't but they they might want to invest um they need educated they need access to Deals and on the other side you've got uh lead sponsors you've got fund managers you've got Capital aggregators who want to get access to these folks and we work on that in our business every single day about how do we reach these accredited investors um and then we all have our own little networks of people that we can raise capital from and that we know and that they no like and trust us to be able to place their   Capital with us um you know since the jobs act in 2012 which is um what enabled us to start going out and soliciting and advertising um in the public uh for deals and raising capital in that manner and the the problem is that everything's been great since then up until covid right the real estate market has just been going absolutely through the roof so anybody that decided to jump into the the sector during that time had success I mean you could just you know throw paint in a wall and you're G to have success because the   market just really helped us out a lot like you had to make a lot of mistakes operationally um for things to go wrong right I mean you really did you really did um not to not not Lone Star Lone Star is awesome right you're you're absolutely right no you you you hit the hammer on the nail there for sure yeah and it's uh you know until covid hit and we got that little blip and that was just kind of a you know something that you know came and went um but now you've seen in the last year and a half or so   the market has slowed down um you've seen Capital calls you've seen um you know some SEC um interactions with folks and trying to see if Capital was raised correctly things like that um kind of looking into how the market evolved the market evolved beginning with a cgp model um you know initially the C GP model was thought to be compliant and if it executed properly it is compliant if you have all people in a group that are raising capital for their own deal they're all active participants they're   all General Partners they're all executing the business plan and participating in decision-making all good that's an age-old uh way to do business and it's been done for all the time right like you've got Capital you've got people actively participating and all is good but just like anything else you know us entrepreneurs we like to go around the edges and try to pick and choose like oh well can we do this or can we do this let's push the limits and unfortunately the market kind of changed into this this um this thing   where we push the limits too far and we've had 10 15 20 CPS in an active deal where you know really all they're doing is Raising Capital right like we might try to say on paper that this person's doing that and this person's doing investor relations and this person's doing a little bit of underwriting which all may be true true but at the end of the day if the SEC comes in and says let's take a look at your whole business plan plan with this particular asset in this particular offering and see how you   raise capital and who's doing what and they're going to look under the hood and they're going to be able to figure it out they're they're smart people back there they can figure out what you're doing they can figure out that hey this person raised uh $200,000 and got 2% and this person raised $600,000 and got 6% it's pretty easy to put those pieces together um but like I had mentioned before the market you know kind of went our Direction and there were really happy investors nobody was upset nobody   was suing nobody was asking questions and now since the market has changed you've seen the capital calls you've seen the foreclosures you've seen the investors upset um and now that's what Travis was alluding to earlier is there were certain folks in the industry that were um you know getting interviewed by the SEC I don't think anything ever came of it but it was enough for people to be like look we've still got to raise Capital we've still got to do these deals somehow what other way is there to   do it that's more compliant than this cgp model that the industry has turned to and the answer is fun to funds and it's always been fun to funds you know there's people out there that have preached that for years but it's just a little bit you know more nuanced a little bit more complicated a little bit more expensive so people have stayed away from it yeah so exactly and and thank you so much for painting such a Picasso beautiful picture here pertaining to the why before and why now and kind of the context there because I   think so many people are missing that why y component so you beautifully explained that so but then why is the fun of fund the route to do it in because it's pretty similar right and fun of funds to your point have actually been around for really not going to say forever but for a long period of time so just curious to know you know why fun of fun is this the solution from a client's perspective and and things of that nature yeah and we can and Travis jump in here whenever you want but we can kind of go through um with each   stakeholder why why it's compliant why they love funded funds maybe why they don't you know let's talk about the pluses and the minuses um I think we can start with the lead sponsor I mean for the lead sponsor um to me there's there's really no downside and I'd love for somebody to may maybe making a counterargument to that but to me there there's no downside for the lead sponsor themselves right the people that are actually operating buying executing the business plan by them creating a level of Separation through the fund to funds   model and not uh inviting other folks into their deal to raise Capital they're creating they're creating uh risk mitigation and dissipating liability for themselves right and they don't have to worry about bringing people into their business because it's a totally separate offering that the fund manager is going to be putting out there separate from the actual lead sponsors right and and uh another reason why the lead sponsors love it other than it's compliant creates that separation is it's way more uh efficient   way more efficient when you're working with a capital partner and they're the ones that are pulling the fund to fund they might be bringing in five 10 15 20 investors into their fund to fund well uh they can coordinate that from a sales perspective and then also on the ongoing Administration right it's one line on their uh on their cap table right so instead of getting 15 smaller checks you're getting you're getting one big check and it's just way more efficient and way more safer is is Seth said too yeah and your your listeners   are are very educated but just in case there a few out there that are wondering I mean the the fund of fund itself is just an LLC it's just a a group of investors it's a you know somebody managing that which is the fund manager and that LLC or that partnership however you want to structure it legally is actually just a passive investor for the lead sponsor it's just going to be a big aggregated passive investor for the lead sponsor so I just wanted to clarify that yeah and then let's talk about from so   and there's also been some Evolution I hit on that word to start the conversation but before we were partnering or triest was partnering with this a couple handful of lead sponsors but there's been some Evolution so can we talk about how you guys have maybe handpicked and cherry-picked some of the top you know first and- class sponsors and how it worked kind of before and now the new product lines rolling out and how you know why fund managers are loving it and should even love it more moving forward absolutely yeah great great   question and great points here so you know as you mentioned Craig when we were initially rolling this out uh it made sense for us to to cherry pick and go work with uh the lead sponsors with the best track record the best reputation and we're proud to say that you know Lone Star is one of our earliest lead sponsor partners and um and then since then uh really we had almost a requirement where you had to go through one of our our lead sponsor partners and there's good reason for it we'll we'll come back to   that in a second but since if you're lead sponsor and looking to do this on different deals I'm sorry if you're a fund manager and looking to do a fun to fun on different deals working with different lead sponsors you can absolutely work with tribe best so and you think about the benefits of that right what you're what you're able to do is you can control your own brand right you you get to build your own um your your company you're building a business one deal at a time and from your Investor's perspective instead of them   going to one investor portal and then you know going to another deal that has another investor uh portal they can actually all come to one portal uh as you're using tribe vest so um I want to again just point out that fund managers can now uh absolutely work directly with us they don't need a lead sponsor now I will tell you this think about the benefits though you do get when we are partnered with the lead sponsor and lonar is a perfect example of that right lonar has done the work to say look if   you're a capital raiser you get these marketing resources right you get we we'll we'll put together a you know a deck that you can configure um we've thought through all the economic for you so if you're wondering how to communicate the terms and the returns you know lone Stars gone as far as adding it to their their underwriting spreadsheet so you can play with the numbers calculate it and that's a huge deal right and so all these things that a a lead sponsor partner of ours like lonar does just makes it so so much more   seamless when we do engage with the funder manager right we don't have to go back and kind of figure out well what are the economics and and how are you you know doing uh you know commitments from your investors all those types of things so fund manager can absolutely come and work directly with us it's still way more smooth because we already have the offering docks ready we already have the calculator ready we already have marketing materials right all those things are reasons why by working with   one of our lead sponsor Partners just makes the experience that much better for you and your investors yeah and just a little back and for a lot of people who may not be privy to this but if you are a capital allocator specifically that we're talking about in this situation who is looking to work with the loans or capital or a group similar to us your other sponsors there's just some groups that are just not really built or have the infrastructure in place to really streamline the funto fund process I.E and the underwriting   model IE it already been kind of baked in there we've done this before some groups are kind of in Old way of doing things maybe they only do a couple deals a year that's totally fine I'm not saying that's a bad thing but they might have to create a funto fund breakdown economics setup for the double waterfall there where everyone gets paid out the investors get their returns that should be you know similar to what our investors get and then the fund manager needs to figure out his compensation for   his basically part in the opportunity so we have that baked in and we've done this now enough times to know how this is going to look and actually as a matter of fact to go through that process even one step further before we even go to public or live with the opportunity to even start the capital raising those numbers are ironed out those numbers are in place you know what's going on it's not a scramble drill amongst everything else to get your partners going so on and so forth when you do partner and work with us   which is a key benefit to do and solve for one of the most important uh places in the capital raising you know equation which is speed and time so we kind of shrink that time Gap versus other groups when do that or the other people that you work with which is highly crucial there are a lot more groups now that are tailored to the fund of fund but not every group is um so that's the exciting thing and then going back to now being partnered with a fund manager at at the fund manager level as much that's   amazing for a multitude of things number one if you're a capital allocator fund manager we don't see who your investors are because as Travis alluded to it's one check going into our opportunity so you get the shield and Sheltering in that perspective in that equation there so that's number one number two is we're not going to create the other big problem in the business I would say which is Portal fatigue so it's not a big issue it's not the endl be all but you know if you're let's say a alt uh a   big alternative investor guy right guy or gal person what's GNA end up happening let's say if you've got five to 10 sponsors you're probably going to have you know a bunch of different portals to go into but if you work with a couple of capital raisers who only use triest as your back office well that's immensely beneficial because you can just keep your accounts there so I just want to really highlight those two things and if you want to expand on that further please feel free to do so yeah I mean I'll jump in for sure I   mean you know I've got to mention again compliance right like think about you know the fun to fun model where the fund manager is going to create their own business they're going to create their own entity that they're going to manage um that going to administrate and they're going to operate so by doing so yes there are more responsibilities you are running your own business you are taking accountability for you and your investors and your business but uh on the flip side of that is hey the old CP   model you're getting into bed with all these other CPS that you don't even know I mean you may they may be an acquaintance off of social media or you might not even know who they are at all let alone the lead sponsor so if one of those folks does something wrong you guys are all in the same boat like you're not just taking care of yourself but you've got to worry about all the other people that you're in business with and if they do something wrong they're going to put your investment and your past investors um in a bad   situation and let's get to the next idea which is some of the problems that some people have experienced with a fun of fund that I think you guys are really really Cutting Edge on to solve for them so let's just talk about maybe a couple of the problems which I think is you know the expense I think there's a lot of misnomers about how expensive it can be um and also what you kind of solve for it how you bundle and Pat package it together because if you're the typical person that's going to be very expensive   but that's why we love you guys uh the administration burden and then also time so let's T let's just kind of break down those problems there how you see fit accordingly and uh we'll let you take it away again SE I'll let you jump in because you were saying you were just at a conference in uh think that uh maybe rais Masters conference in in San Diego and you the conversations you were having with fund managers once they kind of fully understood what we did and how we did it it really kind of uh popped   for them so anyway I thought since that was fresh i' I'd ask you to to talk about it yeah I think people that have any kind of experience uh raising Capital under when they hear about all the things that we do and for the amount of money that we do it for they are absolutely blown away I think the problem that comes up is that it's a misunderstanding of what we do and what we are so a lot of folks that don't understand will put us in a category of just being an investor portal they'll be like hey triest is like cash flow portal   or like syndication Pro or invest next or one of those and they just kind of lump Us in with them and we're like that's the smallest thing that we do the smallest thing that we do is the investor portal that's that's one of the services that we provide but we provide everything Soup To Nuts I mean from start to finish I mean it includes everything that you could possibly imagine I mean from getting your EI and letter to setting up your LLC to opening your business banking account to doing your legal documents and setting those   up for signatures for your investors and actually onboarding your investors or hurting the cats I was going to say you actually get a account manager to help you on board your investors professionally and uh yeah you mentioned hurting cats that's maybe one of the things that we're the best in the world at is helping hurt cats yeah I think that's something definitely gets so much fun Craig knows about it all too well yeah lot a lot of work lot of uh reaching out to investors lot of questions on hey where how how do we   fill out these form fields on these subscription documents right like where do we sign how do we fill this out what does this mean those things those they they take time they take effort um it's an administrative burden for you and your company and we take that off your hands and then we also Badger the passive investors till they actually send the wire right like a lot of times they get cold feet and you know we prompt them to to send the wire and actually finish their investment all the things that investor relations manager   might do we handle that now there's there's some teamwork involved as well because they're your passive investors but um you know we do the heavy lifting on on that side and then even on the back end we are managing your cap table so we're setting that up for you on our dashboard and actually making distributions to your passive investors now you can log on to your dashboard if you want to and send them out manually when you want how you want and what amounts but if you want us to just take those over pursuant to the terms of your   offering documents we'll handle that as well it's amazing and and the and the taxes yeah I think Craig tax can't forget the taxes yeah the taxes k1s again one K1 comes in from Lone Star uh we we of course at our core the banking and the cap table so we have the ownership percentage makes it easy for us to and our CPAs to create that K1 for each one of the members we distribute it they find it right in their uh document Management on their dashboard and uh literally two days after After we receive the K1 your   investors have the K1 so think about that and I know everybody's going through tax season here yesterday was kind of a a big day uh but it it's um it's a it's amazing that it really speaks to the technology that we have that we can receive the K1 on behalf of the the deal and then create those k1s in two days and distribute them to to the members I was just going to make one last Point Craig you know I think if you think about what we do if you think about an Institutional level group or fund so I think the way   fund managers can think about what we do is we really bring this institutional level uh setup legal Administration so think about a family office all the organization all the administration everything they need to have in place to operate well we bring that down to the individual level so you can have that institutional level Administration and setup as a you know a oneman business and therefore you can you can really build a business and a brand here's the thing one deal at a time you don't have   to go invest tens of hundreds of thousands of dollars you can do this one deal at a time because try best is in the business of of helping you uh launch a capital raising business efficiently amazing so let's get into the next two components which is expense and time so let's talk about time and then we'll bring it home for the the of course the the elephant in the room which is what is this going to cost me so let's get into the time factor and how long it takes to set everything up from Soup To Nuts from Hey I want to   work with the deal to you know funding and things of that nature Seth you want yeah yeah I'll jump in um timing wise you know we are industry leading in that in that as soon as you give us the basic information that you that we need for your fund of fund so you know just simple stuff like what do you want to call your LLC what do you want your preferred return to be what do you want your profit split to be those those things that you're going to make some decisions on as soon as you get those items to us which is in a simple   form that we provide that you fill out and we walk you through that as well we can have your business banking account and your LLC set up in two days and we'll have you ready to raise Capital meaning we're going to have your legal setup we're gonna have your business bank account open all those things done within five business days so that's why you know it's we should emphasize what Travis said there that it's a deal based decision I mean you can come to us with a deal that's already that's already   under contract that that maybe the lead sponsor is already raising for and say hey look I want to raise for this deal but I've only got a few weeks to go that that's plenty of time for us to to jump into action so it's really tough to do that with let's say you know if you came to me and I have my security attorney hat on i' would be like there's there's no way we we've got to get this going weeks before that like you've got to give us some setup time um with triest we've we've got it streamlined   and efficient to the point where five business days you're raising Capital that's incredible and that's just really a big X Factor that should make everyone feel comfortable with the process because you know there's situations just like go out a sponsor level here where hey a capital raiser might have not been able to get an allocation to deal because of the commitments were there and guess what someone Falls up short well now as you know as a sponsor whatever dollar is not coming in you got to make up for that so it's kind of a a   moving moving Target a kind of moving goal post in many respects so it's very nice that five days you're in you're out you're ready to go to the next that is awesome and then the next thought I have there is a capital allocator maybe you were late you're on vacation and there's this great deal that maybe your inbox is flooded and then one they you know peaked your interest and you could get the space into it well hey the deal could be live but you could have a five-day window to get your turntable   going to raise Capital safely and compliantly um in within this structure and infrastructure yeah great great points again I'll just come back to the benefits of working with some of our our lead sponsor partners like Lone Star so you heard Seth say hey as soon as you have all these things in order and you push the tri the tribit button we spring into action and you're ready to go right well you do need to have certain things figured out before you hit that tribit button and again the nice thing of   working with a a group like lonar amongst many other reasons is they have really ironed out the program the fun to fun program so if you're coming through them you already have those things figured out you hand them we get handed off or you get handed off to us and we're you're pushing that button and in five days you're ready to do onboard investors it's incredible that's amazing now the final thing what people have been waiting for what does this cost cuz you have to think for the amazing benefits   and the amazing opportunity you get to raise in this time and environment this has to cost a fortune maybe there's a massive upfront cost you know I'm not going to get into names but some groups charge an arm and a leg to get things set up if you want to do the more Boutique bespoke route where you're doing everything yourself without a name brand in a sense of the the setup you've got to go through the painstaking process of finding a Seth and a Travis and a this and a that to get all your documents ready to go however it's   pretty cost efficient and effective here so let's get into that I'll let Travis speak to our pricing at trivest but I do want to frame it with this when I worked in big law and you know massive Law Firm thousands of attorneys you would come to our law firm and want to put a fund of fund together or you know maybe even a more sophisticated fund but our prices started at $75,000 I think a lot of people out there in the industry are used to seeing kind of oh yeah maybe it costs like $115,000 maybe it cost $12,000 $225,000   on the top end when you get into the big leagues $75,000 to start and that's just your first drafts of your offering documents and then maybe one round of revisions and then we start charging you $1,000 doll plus an hour um to get across the finish line and that is just the legal by itself and guess what you may get there and then some could change a Nuance could happen and guess what you got to start it all over again and make further res revisions and have more billable hours to your incredible   attorney like s uh these people make a lot of money okay so this is a incredible opportunity to be in a very nice spot here where it might be cheaper and to your point there about that dollar fee I'm hearing 25 Grand from certain Services I'm hearing 75k 50k to make it do it yourself and for some people that's great that's fine that fits into their budget but for I would say the most people that are doing this that probably makes it to a point where you're paying to raise capital and that's what we're looking to avoid and   solve with try this so with that said Travis lead us away absolutely no what a great discussion and I teased Seth all all the time about his his industry it is it is it's the establishment right so we're disrupting The Establishment no doubt about it and uh so we just talked about what it would cost kind of going the more traditional routes well we're able to do everything that we just shared with you the setup the legal offering do uh the banking the uh helping of the onboarding setting up the cap table you   know doing the servicing of the filing for you all that for $5,000 so literally say that one more time please $5,000 yes only $5,000 and here's the other thing right when we talk about having the economics of the fun to fund set up and again getting back to the benefits of working with loone star is they've they've figured out the terms and uh even added in all the expenses of tribe vest right so that $5,000 is actually included in those in the economics so it's you don't have to kind of add on additional uh cost it's all in   there right and and you can do that with tri best because it's contained there's there's no creep of cost right and and I think it's also important to call out how we're able to do this is we have made a very firm box of what we're doing of course we've we've tailored it to these deals like to these deals so everything's in there that you need including the compliance includ you know everything we just talked about um but that's how we're able to do that this at scale and TurnKey and done for for you   so it's $5,000 to set up now we could also talk about what's it cost to administer this over five five years six years right most of these business plans are five years before they're exiting you know working with an administrator an Administration uh you know administrator you're talking about $155,000 a year well with tri best it's $2,000 a year remember we're doing all your uh distributions for you your cap table management that includes your k1s your taxes so you know anybody that's done this before they're like   it's more than $2,000 just to do the taxes every year right never mind you get the portal your investors have a a dashboard to see all their Investments and and set up their payout accounts and they get to see when their distributions are how many distributions they've had that's all there and and the distribution so anyway it's you know I think about we we mentioned right right place right time Craig and we've talked about all those things that kind of lined up for us but the industry has been trying to   figure this out and we just like to think that we're a small part of it we're that technology that kind of was the major unlock that kind of opened up the floodgates if you will and um and now our job is to go out there and tell people that this exists like this tool in technology is available for you and you should build a business on it yeah I want to make some other kind of comments and points there so you hear right there so just to summarize that it's $5,000 takes five days and it's you know   roughly $2,000 maybe a little bit more depending on the number of investors you have in the opportunity but all that's fine and dandy but if the product wasn't good that is where the problem is and it's sucks and I mean it sucks to spend money for something to not work well and people's experience that we've worked with have really liked the infrastructure of the product what it solves for because I think I'm someone personally that I am not afraid to spend a dollar I'm very good at spending money   but I like to spend money in areas where it's actually worth the money and I've had very good reviews here from people who have of course used the product so I just want to share that right there and that's kind of been some of the burden with some of the other products out there as well you spend a lot of money for the technology to not be great I mean Travis has a background with tech so inherently having that there to have the infrastructure be supported by a good product is the difference between   coming back and not coming back so I just want to tip the cap there to make it not only a good product but also have people come back to it but um it being cost efficient and effective as well and then the other time factor that I want to speak on is more from a sales perspective being someone that's been in sales by basically my entire career since I was 21 um almost a decade of sales in real estate specifically the last thing that I want to worry about and think about and do is uh had there be a burden of having you know to go   through Administration stuff talking to an attorney doing this doing that doing everything that's not shaking hands and legitimately moving the conversation forward and funding dollars into the account and what tribe best solves for is a cost- effective route with good technology and done quickly where you don't have to think about any admin stuff I want to connect with people I want to talk with people I want to grow the relationships and raise the capital I do not want to deal with in the your   view and the peripheral stuff and I'm sure you guys can appreciate that sentiment and also I've had people say similar things as well it means a ton to hear you say that of course that's we're building our business on fund managers coming back and building their business on our platform so um you know it's funny as as the founder and you know always improving and growing uh the the the the business and our solution We're Never Satisfied and um we always think we're disappointing in terms of the experience   or and we can be doing this better and we can right and we will but when we get feedback and we we do net promoter scores and get the feedback back from the fund managers and we get you know seven plus you know would you recommend this to friends and family and would you come back and that's just a super high rating if anybody's familiar with it and um and we're we're we're proud of that but we are just getting started I mean we are just getting started so I think we nailed the fact that we bring a ton   of value you know you're getting a good value uh but now we're going to really wow you and your investors that's our goal and uh we're going to keep pushing yeah so let's talk into maybe just the mission as the why you know why you guys are so passionate about this and want to create this product because you both are really smart guys you're very successful prior to this endeavor and Venture so you know why is this your mission and in your day to-day right now because you have the option of working so and doing   really what you want to do so let's talk about that maybe man that's Travis that's you again buddy you're the you're the big picture guy bring it oh man no look I think Seth and I this is personal for both of us right um my brothers and I wanted to get into real estate we didn't come from a real estate family you didn't get it you know that education in in school and we did what you know we've been doing since the beginning which is you know you come together with your tribe when you need to figure something out and that's what   we did and we we we started a a a tribe pulled our capital and started investing together and it changed our lives and it changed the trajectory of our of our family's Financial lives and um and that's why we're doing it um you know by doing this the fund managers right they're they're the they're the heroes in this movie the fund managers are the heroes in this movie that's how millions of investors are going to get access to these deals like the wealthy right we all know why we love real estate it it's   it appreciates it cash flow there's tax advantages you you name it there's a reason why the wealthy invest in these private deals these private real estate deals well most people don't have access to it the conduit to getting into those deals are you are the fund managers are those Capital raisers we're just happy that we're providing a tool for them that makes it easy that makes it easy but as you can tell we're passionate about it Seth I mean he he was a capital Riser right Seth's done a lot he's an   entrepreneur but he knows how hard it is to be a capital Riser and uh maybe you could talk a little bit about what what's motivating you s yeah I mean just quickly you know I took the the Bigger Pockets route so to speak you know read Rich Dad Poor Dad startlist to the Bigger Pockets podcast did a house hacked into a duplex and then started buying single family properties fixing flips and then started investing you're a grinder grinder just level by level by level right um started investing passively in deals when I   became a little bit more sophisticated um and then I was like okay now what now I want to be on the active side and at that point I really wanted to switch over to not practicing law whatsoever I was like screw this I'm leaving Big law I'm not doing this anymore I'm only going to invest in real estate um but then kind of along the the Journey of becoming an active investor and a syndicator and capital Riser I realized that my highest and best use is actually still as a Securities attorney and I'm   pretty good at it so I've kind of integrated that into my real estate business and and use that to um uh join join triest which is at the Forefront of I think perfect timing in this industry right like real estate and legal are two industries that just move extremely slow they're dinosaurs they don't want change and they're resistant to any kind of change right so we've got to as entrepreneurs even if we're fund managers or passive investors that are looking to um diversify our assets or lead sponsors we're the ones that have   to propel this forward and say hey we've got technology now behind us we've got all these different tools and ways to do things we need to take advantage of that and at Tri bestest we're building that so like what we are today is going to be completely different than what we are in q1 2025 and Beyond we are we are constantly building taking in feedback from all of our stakeholders and and and looking to take over the market I love it well then let's just real quickly go back into this we've kind of touched on   it but maybe just more specifically how you do work with everyone from lead sponsors fund managers and I know you're obviously always going to conferences and masterminds you're very accessible in many respects but let's just get into you know how you work with everyone once more just to maybe spoon feed everyone a little bit more information yeah absolutely so the lead sponsor uh we help them form their funto fun program right and that's a huge Advantage for them uh that they can offer a turnkey   funto fund program to their Capital Partners their their Capital raisers their fund managers and we'll we'll actually sit down and talk about all the things that you need to do for that to be successful you know how are you going to work with the fund manager um economics we talked about that you got to build in the fun to fun economics into your underwriting you know uh how are you how are you going to give them access to the marketing tools those types of things and really the the blueprint is is um you know is Lone Star   so lone Stars uh leading the way as they do in most things out there and have built just an awesome fun to fun program and that's why so many fun to fun managers are working with them but um you know that's how we work with the the uh the lead sponsors and we talked about all the benefits of that cool and then go ahead Seth on the are any questions there Craig no I think that that was really well said um kind of building out the blueprint that many people don't have and just how it works and pertains   to us if you are a capital allocator you kind of have understanding of the deal functions and then there's a additional level there of of underwriting materials so you can raise Capital so you understand the ever important what's in it for me conversation you can assess your opportunity cost between us and other sponsor if you're looking at other deals and whatnot I'll tell you this right now I'll say it again and again again we under promise and overd deliver that's kind of the the Mantra that we   try to have here like everything we're probably never going to show you the highest Returns on projections um we like to beat our deals up as much as possible prior to going live because it doesn't serve us nor you the investors to see what the best case scenario is um we try to make it as modest as possible with our assumptions so you know we have our infrastructure for what the deal looks like from an underwriting perspective what your theoretical compensation could look like so these are things are just very important to   think about uh we want basically everyone to be at parody what do I mean by that well if you're a capital raiser looking to raise for our deals we want your investor returns and our investor returns to look very similar they're going to vary ever so slightly because there's a slight drag you know for the fees Associated to the deal what do I mean by that well there's the administration fees that could be about $2,000 so sometimes that by comes by way of affecting the cash on cash return minuscule from a couple you know basis   points I would say roughly about the what looks like but you'll make it on the back end for the lift and raise of the deal there when the deal goes to sell so it's never going to be 100% similar because there are some you know technical nuances there but it is to be fair to everyone there and then you'll be getting you know a nice return on the deal that you raise for as well should there be profit split um above the preferred return so I just think that's a really important thing to hit on as to   how that fundamentally works now let's get into Seth with you over there on fund managers yeah fund managers we kind of touched on it already but you know we' we've changed our business so we're ready to work with fund managers directly um you know you can reach out to us and have an exploratory call if you want but really when you have a deal or you have a lead sponsor that you're ready to to work with that's really when we can spring into action um make that introduction reach out to us make the   introduction to the lead sponsor we can start going to work and again we can have you uh once we have the the information and and the things that we need from all the stakeholders we can have you up and running in five days and you know I'll just go ahead and talk about the passive investors too because they are really important maybe the most important I know a lot of those folks are are listening right now and just know that that's on our that's always on our road map to make the passive investors happy to make that user   experience awesome and streamlined and um you know just just an awesome experience for that passive investor because ultimately that's who we're serving we're trying to reach the passive investors let them get their money moving and so they can uh create multiple streams of income and we want to make that experience awesome for them because if they're happy then the fund managers are happy and the lead sponsors are happy too yeah there's two things that this show is about it's about the for this particular episode two things   it is the fund manager to be safely raising money in an everchanging business business and it is all about at the end of the day the investor the investor is the straw that stirs the drink they are the king of the beach so to speak they're the ones that this is all about for us to be able to give people who may not know that they can invest in those beautiful commercial real estate buildings that we drive by all the time you know it's sad to think that you know that's not in the hands of Main Street so to speak you know a   $50,000 investment gives you access uh to that product type now I'm not saying that's where every dollar should be you should have money probably in the stock market maybe you should have some money in your primary residence maybe you don't believe that mattra but you should have also some money in these institutional grade ACC or assets and that's what we're delivering here and it's so fun to be in a conversation with you both because you guys really are creating and are the future so it's cool   to be in in the moment to be having the conversation now but to be also progressing accordingly with with you all moving forward we just appreciate the partnership there's a reason why when we were cherry picking our initial lead sponsors that we we started to work with lonar and uh just you know couldn't couldn't tell you couldn't tell you how much we appreciate uh this partnership and and like you looking forward to what's to come in the future here yeah well with that said we could talk forever but we got to wrap it up at some   point so let's do that now Travis and sth thank you so much for giving us so much of your time here being generous how can people reach out with you want to learn more with maybe partnering at a sponsor level investor level and or a uh fund manager level absolutely LinkedIn is always the best place to kind of find me and follow me let me know you you heard me on this show I'd love to connect with you and uh and then you can email me and we'll also have a link on the show notes Here If that's uh if that's uh okay yeah of   course you can check out trib vest.com obviously and then for me you can find me all over any social media platform so feel free to reach out excellent well gentlemen thank you so much for your time today for those listening I hope you enjoyed this informative conversation about how the industry is moving and grooving and Ever Changing uh so we'll see you next week everyone have a great rest of your day peace Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=GVgT4GMrPPI&t=70s https://www.structuringandraising.com https://www.lscre.com/content/passive… https://www.lscre.com/resource/underw Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en Rob Beardsley's Links: https://www.linkedin.com/in/rob-beardsley/ https://www.facebook.com/RobBeardsleyLSC/ https://www.lscre.com/team/rob-beardsley https://www.instagram.com/robbeardsley8/ https://www.facebook.com/RobertToddBeardsleyIII/ https://x.com/RobBeardsley3?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor https://www.tiktok.com/@robbeardsley3

K'Lee Terrazas of Legal Lead Sharks and Intake EQ is a client acquisition strategist with a serious edge. Based in Oklahoma City, K'Lee has been building digital marketing and sales systems since 2016, following a successful career in B2B and B2C sales across the medical and finance industries. That background gives her a unique ability to help businesses go from click to client, with strategy, not guesswork.While she's worked across industries, K'Lee is best known for cracking the code in legal marketing—one of the most competitive and expensive verticals out there. Through Legal Lead Sharks, she builds scalable acquisition engines using Google Ads, LSAs, Meta Ads, and a proprietary Map Pack Accelerator that guarantees top 1–3 placement for high-value keywords, or billing is paused.Connect with K'Lee Terrazas: Website: legalleadsharks.com; intake-eq.com; paylynxglobal.com LinkedIn: https://www.linkedin.com/in/k-lee-terrazas-9366b31b4/ Legal Lead Sharks Podcast: https://www.youtube.com/@LegalLeadSharksPodcast TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Send us a textHow's yall's summer going??? It's hot in New Orleans. And that humidity makes me glow HARD! I thought it'd be fun to wake the show up this week to introduce a couple of new conversations I had recently. First, I was contacted about an amazing skin care brand that has revolutionized the way brown skin is taken care of today. I was super intrigued. And asI learned more, boy was I doing things wrong! Brownkind was created by dermatologists of color to address the needs of melanin-rich skin. With products made with melanin in mind, your best skin day is every day. While most skincare companies use primarily caucasian skin to study effectiveness, we studied only those with melanin-rich skin. We focus on your skin using our proprietary blend of phytonutrients from start to finish, because proven science leads to proven results.Founded by dermatologists of color with over 50 years of experience, Brownkind is here to offer you the long-overlooked knowledge you need to give your skin the care it deserves. Listen as I am schooled in caring for brown skin by 2 of the world's leaders, Dr. Gauri Desai and Dr. Abhijit Desai and learn more about their amazing skin care brand at www.brownkind.com______________________________________________________________________Then later I welcome back my own personal favorites of mine- Past 2 term Mayor for the city of New Orleans, Mr. Marc Morial. Also leader of the National Urban League. Recently, I got to talk to him about the Homelessness situation in New Orleans. I wanted to make sure I was on the right side of things. I know and I SEE that our amazing Council person, and friend of mine, Ms. Lesli Harris has her fingers on the pulse, honey. It gives me chill bumps at the passion in her voice that gives way to the charm in her smile. The date proves we are on the right track! But there is always time to reflect on what can be done better. Life is always about getting better. And I know with passionate civic workers like Council Member Harris, along with the heart beat of our city- the future data will prove even better. AND I CLAIM THAT IN HIS NAME. Check this exclusive out with the People's Mayor. My always mayor. Thank you Mr. Marc. Learn more about his mission at www.nul.orgThank you to our family of amazing sponsors! STATE FARM® INSURANCE AGENT Leigh Ann Arcuri https://ridewithla.com/ Ochsner Children's HospitalWww.ochsner.orgRouses MarkersWww.rousesmarkets.comSandpiper VacationsWww..sandpipervacations.comCafe Du Monde www.shop.cafedumonde.com The Law Firm of Forrest Cressy & James Www.forrestcressyjames.comComfort Cases Www.comfortcases.orgNew Orleans Ice Cream CompanyWww.neworleansicecream.comERA TOP REALTY: Pamela Breaux plbreaux@gmail.com Audubon Institute www.auduboninstitute.orgUrban South Brewery www.urbansouthbrewery.com

The month of August is always special at Lois Law Firm (https://loisllc.com/). We're one month away from celebrating another anniversary for the firm, and the road to that celebration begins with the conclusion of another Mock Trial Season, chaired by host Christian Sison (https://loisllc.com/attorney/christian-sison/). This year, hear from Paralegal Litigator Finalists James Milone, Beila Berger, and Elizabeth David in a game of trivia. Then, listen in on a fact pattern involving Risk Transfer between Attorney Litigator Finalists Natalia Verde (https://loisllc.com/attorney/natalia-verde/), Elizabeth Pappas (https://loisllc.com/attorney/elizabeth-pappas/), and Jacob Gilbert (https://loisllc.com/attorney/r-jacob-gilbert/) pitching an action plan to Christian. Finally, hear from Mentor Finalists Dan Gillis (https://loisllc.com/attorney/daniel-gillis/), Alexa Cintron (https://loisllc.com/attorney/alexa-cintron/), and Kristine Rosales (https://loisllc.com/attorney/kristine-rosales/) propose ideas for Christian to implement for next year's program. What is “Third Fridays”? "Third Fridays" podcast is a live, 30-minute legal talk show from Lois Law Firm (https://loisllc.com/) featuring moderator Christian Sison (https://loisllc.com/attorney/christian-sison/). It is the original forum in which real attorneys discuss workers' compensation issues, share their opinions and engage in colorful conversations. The goal of the show is to showcase the diverse perspectives of the attorneys handling workers' compensation cases. Attorneys discuss case law trends, practical litigation strategies, and hot topics. Special Guests: Alexa Cintron, Beila Berger, Daniel Gillis, Elizabeth David, Elizabeth Pappas, Jacob Gilbert, James Milone, Kristine Rosales, and Natalia Verde.

New Era in Justice: How Collin Williams is Transforming Dispute Resolution The Lawyer Stories Podcast Episode 234 features Collin Williams, Founder & Chairman at New Era ADR. From aspiring litigator to groundbreaking entrepreneur, Collin's journey started in law school with dreams of courtroom advocacy — only to discover that litigation often has little to do with being in court. With a background spanning big law and corporate counsel, Collin followed his entrepreneurial drive to create New Era ADR in 2020, reimagining how disputes are resolved. New Era ADR delivers simplified dispute resolution — ending litigation gamesmanship with fair, efficient 100-day arbitrations and mediations for one flat fee, all powered by top-tier neutrals on a digital platform. We also dive into the history of arbitration, Collin's legal career lessons, and the importance of mental health awareness — a cause we're both passionate about. Listen now and discover how the future of dispute resolution is here.

How P&L can Help with Law Firm Pricing.

Send us a textShownotes can be found at https://www.profitwithlaw.com/494.Most law firm owners look successful on the outside—busy staff, a nice office, and a steady stream of clients. But behind the scenes, too many are secretly transferring money from personal savings just to cover payroll, running on fumes, and wondering why all their hard work isn't turning into real profit.If you're growing but constantly feel cash poor—or you simply want to take home more from what you earn—this episode is your wake-up call. I'm joined by Leah Miller of Firmly Profits, a former law firm administrator turned fractional CFO who's seen exactly where owners go wrong and how to fix it.Chapters:[00:00] Unlocking hidden profits: Why law firms miss out[04:37] The success illusion: Cash-poor owners & surface metrics[06:13] Leah Miller- owner of Firmly Profits[09:48] Paralegal to CFO: Leah Miller's financial journey[12:35] Top financial mistake law firm owners make[16:00] Budgeting made simple: Realistic goals for growth[19:21] Crushing revenue bottlenecks & inefficiencies[22:30] Sustainable growth: Boost revenue without extra marketing[28:48] Monthly financial review: Metrics every firm needs[30:21] Law firm profit margins: Benchmarks & improvement tipsResources mentioned:Book your FREE strategy session today!: profitwithlaw.com/strategysessionTake the Law Firm Growth Assessment and find out how you rate as a law firm owner! Check out our Profit with Law YouTube channel!Learn more about the Profit with Law Elite Coaching Program hereEpisode 484 - Your Growth Problem Isn't Marketing — It's the Sales Disconnect (with Margarita Eberline)Connect with Leah Miller: Website | LinkedInJoin 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.amselLinkedIn - https://www.linkedin.com/in/mosheamsel/

Lawyers are leaving huge opportunities on the table by ignoring video marketing, especially on LinkedIn. In this episode, Emmy Award-winning broadcaster Kerry Barrett shares exactly how attorneys can get comfortable on camera, create high-impact videos, and leverage them for client acquisition, referral relationships, and even recruiting top legal talent. From overcoming fear to building a repeatable video workflow, this conversation is packed with actionable tips for any law firm owner looking to grow their influence and client base.   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) - Why, Most Law Firms Scale(00:00:31) - How to Gain the Connection with Video Marketing on LinkedIn(00:04:42) - Teaching Video Content to Law Firms(00:07:11) - How to Make a Video Presentation(00:08:35) - The Fear of Recording a Selfie(00:11:05) - How to Write and Edit a 30 Day Video Challenge(00:17:00) - How to Use LinkedIn for Lawyer Networking(00:22:59) - Law Firm Owners: Video on LinkedIn(00:27:43) - How to Build a Referral Network on LinkedIn(00:33:14) - Carrie Lawson on How to Build a Million-Dollar Business(00:33:37) - How to Use LinkedIn Videos for Business(00:36:49) - Million-Dollar Managers: Mastermind

New guidance from Attorney General Bondi urges federal funding recipients to reassess DEI programs to ensure compliance with anti-discrimination laws. This memo highlights actions deemed “unlawful DEI,” including race-based scholarships, preferential hiring, and misapplied “neutral” criteria. What This Means for Employers: Federal consequences: Noncompliance risks include funding revocation or False Claims Act liability. Beyond federal funding: Private employers should also review DEI policies for legal risks. Focused best practices: Ensure inclusive environments, prioritize skills and qualifications, and eliminate demographic-driven criteria. Epstein Becker Green's Lauri Rasnick unpacks these developments in this week's Employment Law This Week®. Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw400 Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com Download our Wage & Hour Guide for Employers app: https://www.ebglaw.com/wage-hour-guide-for-employers-app. This podcast is presented by Epstein Becker & Green, P.C. All rights are reserved. This audio recording includes information about legal issues and legal developments. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances, and these materials are not a substitute for the advice of competent counsel. The content reflects the personal views and opinions of the participants. No attorney-client relationship has been created by this audio recording. This audio recording may be considered attorney advertising in some jurisdictions under the applicable law and ethical rules. The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. No representation is made that the quality of the legal services to be performed is greater than the quality of legal services performed by other lawyers.

Watch the YouTube version of this episode HEREAre you a law firm owner who needs support with financial management? In this episode of the Maximum Lawyer Podcast, Tyson interviews Jessica Gonifas, an expert in implementing the Profit First system for law firms. Jessica explains how Profit First helps law firm owners prioritize profit, improve cash flow, and gain financial clarity by allocating income into dedicated accounts. Jessica shares what a profit first system is for law firms and why it is important to have. The system is about structuring your firm to focus on profit and uses the formula of sales - profit = expenses. It also includes cash management and how to allocate your cash based on what priorities you deem necessary. Jessica helps firms look at their priorities once a quarter to know what areas of the business needs to be focused on, thus allocating cash to that area in order to help with growth.Profit First also helps law firms understand their approach to money. Many lawyers don't really know how to manage money because their focus is on law and helping clients. Shifting from a lawyer to a law firm owner involves understanding money and how it needs to be distributed or handled within a firm. Jessica emphasizes the need for law firms to figure out their goals, especially their financial goals and utilize Profit First make the process easier.Listen in to learn more!00:29 Core Principles of Profit First 03:31 Strategic Financial Planning05:44 Managing Personal and Firm Finances 13:35 Streamlining and Optimizing Finances25:00 Key Metrics to Track31:19 Financial Red FlagsTune in to today's episode and checkout the full show notes here. Connect with Jessica:Website  Instagram FacebookPodcastLinkedin TikTok Youtube

Summary:Boosting law firm client satisfaction doesn't have to be complicated. In this episode of The Effective Lawyer, Zinda Law Group CEO Jack Zinda shares a simple, proven system that can help you reach a 95% satisfaction rate or higher. You'll learn how to set communication expectations, keep clients informed, and resolve issues before they become complaints.What You'll Learn:    The #1 factor in improving client satisfaction in a law firm    How to outline the legal process for clients in clear, simple terms    The “Client Satisfaction Alert” system for catching concerns early    Practical attorney communication tips to reduce complaints    Why team training is essential for consistent client experience

Our guest is TIM LUPINACCI, author of the new book Everybody Leads, and chairman and CEO of Baker Donelson Law Firm, one of the largest and most influential law firms in America. Tim is a speaker, blogger, and also host of the Everybody Leads Podcast. We discuss leadership, leading high achievers, how anyone can lead, the power of building culture, how to connect with your team, and much more. Plus check out the top weekly leadership links. Make sure to visit http://h3leadership.com to access all the show notes. Thanks again to our partner for this episode: HELP ONE NOW - Help One Now empowers families in developing countries through partnership with high-capacity leaders with proven solutions to end extreme poverty. Visit https://helponenow.org/thecircle. Get involved by joining The Circle, a growing network of people committed to ending extreme poverty through family empowerment. Your monthly recurring gift will send students to school, empower families to launch businesses and support the growth and impact of Help One Now. The Circle creates a sustainable pathway to break the cycle of poverty for generations to come! To learn more visit http://helponenow.org/thecircle. And KINSMEN - Join in with the Kinsmen Community! Still a few spots for Kinsmen Summit happening September 21-23 in Branson, MO at Big Cedar Lodge. Register at http://kinsmen.org. Kinsmen and the Kinsmen Journal is a one of a kind publication, content hub, and community for men. Kinsmen Journal is a leading voice in the conversation surrounding spiritual formation and marketplace integration for men. Visit http://kinsmen.org. A perfect fit for men's small group discussion. Again, visit http://kinsmen.org to subscribe for FREE to their Podcast and newsletter and register for the Kinsmen Summit.

This Day in Legal History: Japanese PM Convicted of Accepting BribesOn August 12, 1983, former Japanese Prime Minister Tanaka Kakuei was convicted of accepting bribes from the American defense contractor Lockheed Corporation in one of Japan's most notorious political scandals. Tanaka, who served as prime minister from 1972 to 1974, was found guilty of taking approximately $2 million in illicit payments to facilitate the purchase of Lockheed aircraft by Japanese airlines. The scandal, part of a broader international investigation into Lockheed's bribery of foreign officials, became emblematic of the deep entanglement between corporate influence and political decision-making in postwar Japan.Tanaka's conviction marked the culmination of years of investigation, during which he retained significant political clout despite resigning as prime minister in 1974 amid allegations. His sentence included four years in prison and a fine, though he remained free on appeal for years thereafter. The Lockheed scandal not only damaged public trust in Japan's political establishment but also exposed vulnerabilities in the country's campaign finance and lobbying regulations.Tanaka's political machine, known as the “Etsuzankai,” was legendary for its ability to secure votes and wield influence through personal networks, favors, and targeted public works projects. Even after his resignation and conviction, Tanaka's allies dominated Japanese politics for much of the 1980s, demonstrating the persistence of patronage systems despite corruption scandals.Internationally, the case was a warning shot to defense contractors and multinational corporations about the legal risks of engaging in covert payments to secure contracts. For Japan, it became a touchstone in ongoing debates about transparency, accountability, and the need for stronger anti-corruption laws. Tanaka, often called “the paragon of postwar corruption,” remained a polarizing figure—admired by some for his populist economic policies and condemned by others for his abuse of public office.Federal prosecutors in Maryland have expanded their case against SCOTUSblog co-founder Tom Goldstein, alleging he used his law firm's client trust account in 2021 to hide nearly $1 million from the IRS before purchasing a home. The revised indictment, filed August 8, claims Goldstein moved personal funds into his firm's Interest on Lawyers' Trust Account to avoid tax collection. It also adds details about earlier allegations that he misrepresented the source of $968,000 seized from him in 2018—telling a border officer it was gambling winnings, then later claiming to the IRS it was a loan, including from a foreign gambler.Prosecutors further allege Goldstein misled a litigation funder while seeking help with tax debts and a mortgage, and tried to dissuade a former firm manager from cooperating with investigators. The updated charges correct some dates, moving one alleged diversion of client fees from 2021 to 2020, and expand the time frame for certain tax evasion counts to include conduct through March 2021. These changes follow Goldstein's motion to dismiss several counts as time-barred.While the client trust account allegation is new, no new counts were added. Goldstein still faces four counts of tax evasion, ten counts of assisting false tax returns, five counts of willful failure to pay taxes, and three counts of false statements on loan applications. He is represented by Munger, Tolles & Olson LLP in United States v. Goldstein.SCOTUSblog's Goldstein Facing New Allegations in Criminal CaseThe American Bar Association's (ABA) policymaking body has passed a resolution opposing government actions that punish lawyers, firms, or organizations for representing clients or causes the government dislikes. This move comes amid heightened tensions between the ABA and the Trump administration, which has restricted DOJ attorneys from attending ABA events, reduced the ABA's role in vetting judicial nominees, and threatened its authority to accredit law schools.The resolution warns that the rule of law is endangered if lawyers or judges face retaliation for doing their jobs. It also denounces threats to impeach judges solely for their rulings. The ABA has an active lawsuit against the administration, alleging a coordinated campaign of intimidation against major law firms—claims the DOJ has asked a court to dismiss, arguing the ABA lacks standing and evidence of harm.Trump has issued executive orders targeting firms over past clients and hires, prompting some firms to agree to provide nearly $1 billion in free legal services to avoid further action. Others have sued successfully to block orders that revoked security clearances and restricted access to government work. The ABA contends these tactics have discouraged public interest legal work and harmed the ability of vulnerable clients to secure representation.American Bar Association adopts resolution against Trump's law firm crackdown | ReutersTaft, Stettinius & Hollister announced it will merge with Atlanta-based Morris, Manning & Martin on Dec. 31, creating a firm with more than 1,200 lawyers across 25 offices and projected revenues exceeding $1 billion. The deal will add 100 attorneys to Taft's roster and give the Cincinnati-founded firm its first Atlanta office. Taft's chair Robert Hicks described the move as part of a broader plan to become a “national middle-market super firm” and said the firm is eyeing future expansions into New York and Texas.Partners at both firms unanimously approved the merger. Morris Manning's managing partner, Simon Malko, emphasized that the combination was not driven by necessity, despite the firm recently losing lawyers to Reed Smith and Bradley Arant. Merger talks began in February, with both firms anticipating strong performance in 2025.This marks Taft's third merger of the year, following combinations with Denver-based Sherman & Howard in January and Florida litigation firm Mrachek Law in June. It also continues a wave of large law firm consolidations, including recent deals involving McDermott Will & Emery, Schulte Roth & Zabel, Kramer Levin, Herbert Smith Freehills, Shearman & Sterling, and Allen & Overy.Latest US legal industry merger to create $1 billion firm | ReutersThe Congressional Budget Office estimates that President Donald Trump's recently enacted tax and spending law will leave 10 million more Americans uninsured over the next decade. The July law, passed without Democratic support, extends earlier Trump-era tax cuts, adds temporary tax breaks, and increases certain spending, but offsets the cost by imposing new restrictions and eligibility requirements on Medicaid. Democrats criticized the measure as benefiting the wealthy at the expense of low-income households.According to the CBO, the poorest Americans will see annual incomes drop by about $1,200 due to combined tax and benefit changes, while middle-income households will gain $800 to $1,200, and the wealthiest will see increases exceeding $13,000. The agency noted these changes will disproportionately reduce resources for households at the lower end of the income spectrum while boosting those in the middle and upper tiers.10 million Americans will go uninsured due to Trump tax and spend law, CBO estimates | ReutersAnd in my column this week: Washington, DC is close to approving a $4.4 billion public financing package to bring the Washington Commanders back to the Robert F. Kennedy Memorial Stadium site, framing it as an investment in affordable housing and equity. Critics argue it's a familiar tax-subsidized stadium deal that guarantees a new stadium by 2030 but leaves housing delivery vague and far in the future. The legislation secures decades of tax breaks, infrastructure bonds, and zoning exemptions for the team, yet affordable housing commitments are relegated to non-binding promises in a separate term sheet. Official projections suggest 6,000 housing units, with 30% affordable, but without enforceable deadlines, construction could lag until 2040—or never materialize.Job creation claims are similarly underwhelming: 16,000 positions are projected, but 14,000 are temporary construction jobs, leaving only about 2,000 permanent roles for the $4.4 billion investment. The land involved—180 acres of public property—could instead be used for community-led development, housing trusts, or co-ops with built-in affordability requirements. Critics note that the public is bearing all the legal obligations while promised benefits remain aspirational. If the housing isn't built, the Commanders would only face paying rent on undeveloped parcels, a minimal penalty. Alternative proposals include redirecting funds currently used to pay off Nationals Park bonds toward a housing bond program, which could deliver thousands of affordable units sooner. Advocates argue any stadium approval should include firm, enforceable housing delivery benchmarks and penalties for missed deadlines to ensure public benefits aren't indefinitely deferred.One notable legal element here is the absence of binding contractual obligations for affordable housing delivery—a gap that leaves the city with limited legal recourse if the housing targets are missed, despite billions in guaranteed public subsidies. This matters because it highlights how legislative structure can predetermine the enforceability—or lack thereof—of development promises.Commanders Stadium Deal's Housing and Job Promises Are a Facade 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

Leslie Richards and Isabelle Horan break down AI agents—what they are, how they differ from other popular AI tools, and why they're set to transform workflows across industries, including law. They also share practical ways professionals can prepare now to remain relevant and valuable in a rapidly changing landscape.

Episode Summary: Let's be real. Running a law firm can feel like an emotional rollercoaster. Some mornings, I walked into the office feeling confident and strong. Other days? Total imposter syndrome. In this episode, I open up about the inner battles I faced as a law firm owner and how mindset—not marketing, not systems—was the biggest thing holding me back. I talk about the strongholds we carry as business owners. The beliefs that sound logical but keep us small. “If I don't do it, it won't get done right.” “I'll never find good staff.” “I'm just not good at marketing.” Sound familiar? This episode is about breaking those beliefs and taking back control so you can scale without sacrificing your sanity. Key Segments: The real reason I didn't feel confident, even after 15 years in practice When working harder stopped working The most common mental strongholds I see in law firm owners The Thought Audit: a simple but powerful mindset tool Why action—not affirmation—is what rewires your thinking A client story that proves your beliefs can shift everything If your business is moving in the direction of your strongest thoughts… where is it going? My Biggest Takeaway: Your business will never outgrow your mindset. When I finally challenged the stories I was telling myself—and started acting like the leader I wanted to become—that's when everything changed. It wasn't easy. But it was worth it. Links & Resources: Free Scalable Law Firm Growth Roadmap Book a Discovery Call with Me More Episodes of the Scalable Law Podcast Your Next Step: I want to challenge you to do a Thought Audit today. Ask yourself: What belief is keeping me small? Then take one action that proves it wrong. Just one. And if you're brave enough, share it on Instagram and tag me @caraleefontenele—I'd love to cheer you on. Because when you shift your thinking, everything in your business starts to shift with it. Loved this episode? Don't keep it to yourself. Share it with another law firm owner who's ready to think bigger, lead better, and grow smarter. And if you've got 30 seconds, a quick review on Apple Podcasts, Spotify, or YouTube helps us reach more lawyers looking to scale with strategy (and sanity). Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

Law firms deal with a mountain of sensitive documents and communications, so knowing how to manage them appropriately—and ethically—is a must for every attorney. Molly Ranns and JoAnn Hathaway welcome Alecia Chandler to discuss how to develop a robust records retention policy tailored to your law firm. Alecia guides lawyers through the process of creating a retention policy that can be customized to their practice area, including considerations for differing document retention requirements in specific areas of the law. Learn more: Ethics: Record Retention Kit - State Bar of Michigan  Alecia Chandler is an attorney and Professional Responsibility Programs Director at the State Bar of Michigan.

Are you building a law firm that will truly support your retirement goals? In this episode of Cultivating Business Growth, Katina Peters welcomes Darren Wurz—financial planner, CEPA®, CFP®, MSFP, author of The Lawyer Millionaire, and host of The Lawyer Millionaire podcast—to talk about how to align law firm growth with personal financial independence. Darren specializes in helping attorneys and small law firm owners increase profitability, create businesses that can run without them, and design a retirement plan that goes beyond simply saving for the future. Together, Katina and Darren cover: Why retirement planning is also business planning The connection between law firm profitability and financial security Three smart growth strategies for small law firms: niche positioning, recurring revenue, and owner independence Key steps in law firm succession planning and preparing for an exit How to calculate your “freedom number” so you know exactly when you can be work optional Whether you're years away from stepping back or preparing for transition now, you'll walk away with actionable strategies to protect your profits, grow intentionally, and secure your future.

This Day in Legal History: First SCOTUS DecisionOn August 11, 1792, the United States Supreme Court issued its first reported decision in Georgia v. Brailsford. The case arose from the complex aftermath of the Revolutionary War, when questions about debts owed to British creditors came before the new federal judiciary. The State of Georgia had enacted laws seizing debts owed to British subjects, while the 1783 Treaty of Paris required those debts to be honored. The dispute involved a British creditor, Samuel Brailsford, seeking repayment from a Georgia resident. Georgia argued that its confiscation laws extinguished the debt, but the Court was faced with balancing state statutes against treaty obligations. In its decision, the Court reaffirmed that treaties made under the authority of the United States were binding on the states, even when they conflicted with local laws. This early opinion helped cement the principle of federal supremacy in foreign affairs and treaty enforcement. It also demonstrated the Court's willingness to decide politically sensitive disputes involving state sovereignty. The ruling, authored before the modern opinion-writing style developed, was short and straightforward, focusing narrowly on the facts and legal issue. It set an early precedent for judicial interpretation of the Constitution's Supremacy Clause. Georgia v. Brailsford thus marked the Court's entry into shaping the balance between state power and federal authority. The case also foreshadowed the judiciary's role in resolving conflicts between domestic law and international agreements. While not as well-known as later landmark cases, its legacy lies in establishing the Court as a neutral arbiter in disputes implicating both constitutional structure and international commitments.President Donald Trump is expected to nominate David Rosner, a Democrat currently serving on the Federal Energy Regulatory Commission (FERC), as its next chair. The agency oversees decisions on natural gas export facilities and major power infrastructure, making it central to Trump's energy agenda. Rosner, appointed to FERC by President Joe Biden, previously worked for former Senator Joe Manchin, who was known for supporting coal and gas interests. White House officials say Rosner aligns with Trump's priorities, despite his party affiliation. FERC was a flashpoint during Trump's first term, when his appointees attempted—but failed—to push policies favoring fossil fuel power generation. Today, surging energy demand from data centers has renewed attention on expanding cheap power sources. In July, the country's largest electric grid saw record power auction revenues of $16.1 billion, highlighting the strain on supply. Rosner's promotion would follow the departure of Republican Mark Christie as chair, signaling a bipartisan leadership shift at the influential regulator.Trump to Tap Democrat to Lead US Agency Overseeing Gas, PowerA closely watched trial began today in San Francisco over President Trump's deployment of National Guard troops to assist immigration raids and manage protests in Los Angeles. California argues the move violates the Posse Comitatus Act of 1878, which limits the use of the military in civilian law enforcement. The dispute centers on Trump's June order sending 700 Marines and 4,000 National Guard members to the city after mass immigration raids sparked unrest. State officials, including Governor Gavin Newsom, claim about 2,000 Guard members are still aiding U.S. Immigration and Customs Enforcement (ICE) agents in raids and restricting civilian movement. The administration denies the troops engaged in law enforcement, saying they were protecting federal property and ICE personnel. The three-day, non-jury trial before U.S. District Judge Charles Breyer could set limits on Trump's authority to deploy the military in U.S. cities. California is also seeking to regain control of its National Guard from federal command. A ruling against the administration could have lasting implications for the president's power to use military forces domestically.Landmark trial kicks off over Trump's use of US military in policing role | ReutersU.S. law firms saw stronger-than-expected business in the second quarter of 2025, with overall demand rising 1.6% from the same period last year and billing rates climbing 7.4%, according to the Thomson Reuters Institute. Clients sought legal guidance on shifting tariffs, regulatory changes, and an unsteady economy, partly fueled by President Trump's trade policies. The growth was uneven—top 100 firms experienced a 0.6% drop in demand, while the next-largest 100 grew 2.6% and midsized firms rose 3.5%, suggesting clients may be opting for lower-cost or more specialized services. Practice area results also varied: litigation demand rose 2%, corporate work 1.3%, mergers and acquisitions 0.3%, while intellectual property fell 1.4%. The industry's Financial Index score hit 55, up four points from Q1, but the report warned of risks ahead as overhead costs climb, collections dip, and productivity lags 1.3% year-over-year. Unpaid bills and write-downs could create further financial pressure if trends persist. Law firms stayed busy in second quarter but uncertainty looms - report | ReutersThe U.S. Environmental Protection Agency has moved to terminate its labor contract with the union representing 8,000 of its employees, according to the union's president. The action is part of President Trump's broader push to limit collective bargaining rights across federal agencies. Trump's March executive order seeks to remove such rights at more than 30 agencies, including the EPA, and is being challenged in court by unions that argue it violates free speech and bargaining obligations. The EPA says it is acting in compliance with the order, which would make it easier for agencies to discipline or dismiss workers. The move comes as the EPA plans to reduce its workforce by at least 23% and close its scientific research office as part of broader federal downsizing. Unions, including the American Federation of Government Employees, are suing to stop the effort, but a recent federal appeals court decision allowed the administration to proceed with exempting some agencies from negotiating with unions. The union representing EPA employees has pledged a legal response.Trump's environment agency terminates contract with unionized employees | Reuters 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

Law firms deal with a mountain of sensitive documents and communications, so knowing how to manage them appropriately—and ethically—is a must for every attorney. Molly Ranns and JoAnn Hathaway welcome Alecia Chandler to discuss how to develop a robust records retention policy tailored to your law firm. Alecia guides lawyers through the process of creating a retention policy that can be customized to their practice area, including considerations for differing document retention requirements in specific areas of the law. Learn more: Ethics: Record Retention Kit - State Bar of Michigan  Alecia Chandler is an attorney and Professional Responsibility Programs Director at the State Bar of Michigan. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Counsel to Counsel, Steve Seckler speaks with attorney, entrepreneur, and legal business strategist Daya Naef, founder of The Success Partner, about how law firms can navigate the generational handoff in leadership. As founding partners prepare to step back, younger attorneys are stepping up—bringing fresh perspectives on technology, especially AI, and new expectations for work-life balance, flexibility, and firm culture. Steve and Daya explore The tensions and opportunities between senior and next-generation lawyers   Succession planning strategies that work (and those that don't) Practical ways to start small with AI adoption in law firms How to foster collaboration across generations without alienating either side What younger attorneys value most in today's legal workplace The evolving role of the billable hour and alternative billing models Daya also shares her vision for the law firm of 2030—one that is AI-enabled, flexible, and driven by a clear strategy for sustainability. Listen now to learn how your firm can adapt, retain top talent, and thrive in a changing legal landscape.

Most lawyers are trapped in feast-or-famine mode, manually chasing leads and burning out. What if your firm could attract qualified prospects, convert them automatically, and scale without the constant hustle?Sam Mollaei and Neil Tyra unveil the Rapid Law Firm Growth Formula—a proven 6-step system combining high-converting ads, virtual intake specialists, and ROI tracking. Learn how to create ads that attract your ideal clients, qualify leads automatically, and let virtual intake sign clients while you focus on practicing law.Key Takeaways from Sam and Neil:1. Create Ads To Attract LeadsRun targeted ads that address audience pain points, like "Injured in an accident?" with strong CTAs such as "Click ‘Learn More' to see if you qualify," and leverage platform optimization for better performance.2. Qualify LeadsUse tools like Facebook Lead Forms or landing pages to ask essential questions that filter out unqualified leads, and automate the process with tools like ChatGPT to streamline qualification.3. Integrate Leads Into a CRMAutomate lead management by connecting CRM tools like Zapier to ensure seamless data flow and set up automated follow-ups through text and email.4. Have Dedicated Virtual Intakers To Sign Up Clients For YouHire virtual intake specialists to focus on qualifying and signing up clients quickly, offering a cost-effective solution, and ensuring timely follow-ups to maximize conversions.5. Scale Marketing Budget to Match ROITrack CPA and CLV to assess profitability and scale spending on campaigns with at least a 200% ROI, using live dashboards to reallocate funds effectively.6. Rinse and RepeatRefine ads, automations, and processes regularly to improve performance and scale into new markets once the system is running smoothly. "We've seen ourselves becoming closer to more and more of the virtual intake. It's like we're what we focus on. Much easier, much faster, more room to scale, easier to train." — Sam Mollaei"Having the data to make that decision is key, and your live dashboard is the penultimate development of those numbers, to the point where you have this graphic and visual tool that lets you answer these questions in real time. It makes the decision point easier." — Neil Tyra

The Trump administration wants UCLA to pay $1 billion to settle antisemitism claims. The costs for L.A.'s legal representation in a major lawsuit have been ballooning. There's a new way to get to SoFi stadium via public transit. Plus, more.Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comVisit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency! Support the show: https://laist.com

The #1 reason your law firm's marketing isn't working? You're likely making this common (and costly) mistake.In this episode, we expose the critical marketing error that almost every small law firm owner unknowingly commits, leaving money and potential clients on the table. You'll learn why marketing as a generalist confuses your prospects and hurts your client acquisition, and how a specialized approach can dramatically boost your lead generation results. If you're tired of inconsistent income cycles and ready to attract qualified leads consistently, this episode reveals the exact marketing strategies successful law firm owners use.Ready to take control of your marketing? Visit us at thelawfirmsecret.com to transform how your law firm attracts and converts clients.

Alé Dalton, Partner, Bradley Arant Boult Cummings LLP, speaks with Tenia L. Clayton, Associate, Baker Donelson Bearman Caldwell & Berkowitz PC, and Caroline K. Abbott, Associate, Greenberg Traurig LLP, about life as a health law associate at a large firm. They discuss what drew them to health law and their particular firm, how to remain resilient in the face of unexpected challenges, what a typical day looks like, how they've gotten involved in AHLA, finding the right firm culture, and what they would say now to their undergrad selves. From AHLA's Early Career Professionals Council.Watch this episode: https://www.youtube.com/watch?v=3CIx8c9pQOEEssential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

In this episode of the Managing Partners Podcast, Kevin Daisey sits down with Tyson Mutrux to explore what it takes to shift from being a practicing lawyer to running your firm like a CEO. They discuss how to outpace big-firm competitors, harness the power of omnichannel marketing, and create a client experience that drives referrals. You'll learn why delegating is critical, how to prioritize growth projects, and the role masterminds play in transforming your mindset.   Today's episode is sponsored by the Managing Partners Mastermind, the community where law firm owners learn to scale faster. Click the link to join us today.   Chapters (00:00:00) - Law Firm Network: Managing Partners Podcast(00:00:32) - Management Lessons from Working As a Managing Attorney(00:03:25) - Maxim Lawyer: Celebrating Our 9th Anniversary(00:07:19) - How to Listen to Podcasts on YouTube(00:09:18) - Is YouTube Important to Law Firm SEO?(00:15:28) - Will AI Change the Way People Find Lawyers?(00:18:12) - The Right Firm to Take on the Big Firms(00:22:42) - Bosley: Different is Better Than Better(00:27:15) - How Did I Make My People Feel?(00:29:36) - Married Attorneys on the Money(00:33:20) - Letting go of the Law Firm(00:38:37) - Focus on the Most Important Thing(00:41:51) - Grow Your Team: Don't Overload the Leader with Things(00:46:28) - How to Build a Process for Growing a Firm(00:47:49) - How To Find Maxim Lawyer Tyson on Facebook

  Why is marketing often misunderstood by lawyers? Marketing for law firms is frequently misunderstood because many attorneys believe it's […]

Machine learning is already saving office workers from laborious research, but it also could herald the end of professional services' fee structure. In this Viewsroom podcast, Breakingviews columnists debate how lawyers, auditors and other consultants can mitigate the risk. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Stop working on cases you'll never get paid on. The Lawyer Stories Podcast Episode 233 welcomes back Joe Frick, Air Force veteran, Idaho native, and Owner and Chief Marketing Officer of Idaho Divorce Law. Joe first appeared on Episode 122 nearly two years ago, and he returns to share valuable insights on growing a successful family law practice. In this episode, we discuss the unique challenges of intake in family law, and Joe introduces his powerful C.A.S.E.² Framework — designed to help attorneys systematically attract only the clients they want to work with. Joe shares why attorneys need to stop spending time on cases that won't pay and instead run their firms like businesses: systematically, predictably, and profitably. His firm has grown 40% in five years, and his new book offers the blueprint for attorneys who are ready to take control of their time, intake process, and client relationships. Tune in now to learn how to transform your law firm from reactive to intentional and profitable.

Luis Salazar is no stranger to high-stakes legal battles. As the founding attorney behind Salazar Law and now the force behind Cole Schotz's Miami expansion, Luis has led billion-dollar litigation wins and multibillion-dollar debt restructurings for clients across industries—from cryptocurrency firms to Fortune 500 companies. In this episode, Luis shares the mindset and strategies behind the practice of law, starting your own firm, what it takes to scale a boutique practice into a national platform, and how agile principles can make legal teams faster and more responsive.  Whether you're a legal professional, entrepreneur, or just curious about the business of law, this conversation offers a masterclass in high-performance legal leadership.Streaming on  YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.

Elawvate's “Build & Grow Your Law Firm” podcast devotes its third episode to EOS, or “entrepreneurial operating system.” Your guide is Megan Piper, a certified EOS implementer who coaches clients along their journey from “chaos to cohesion.” In this conversation with hosts Ben Gideon and Jeff Wright, she describes how law firms can leverage EOS to clarify their vision, drive accountability, and scale effectively.Subscribe to Elawvate: Build & Grow Your Law Firm now!Learn More and Connect☑️ Ben Gideon | LinkedIn | Facebook | Instagram☑️ Jeff Wright | LinkedIn ☑️ Gideon Asen on LinkedIn | Facebook | YouTube | Instagram☑️ Subscribe: Apple Podcasts | Spotify | YouTubeProduced and Powered by LawPods

Evan gives his thoughts on attending night 2 of Summerslam over the weekend and thinks the law firm of Yankees fans at WFAN (Morash, McMonigle and McPherson) should record a drunk Yankees podcast.

2 GCs and a Law Firm Partner answer YOUR questions. Kate Dugan and Joe Glynias return to join Stacy Bratcher in The Legal Department and share their views on maintaining and getting the best value out of in-house relationships. They talk about managing remote teams, crisis communications, and how to get up to speed managing a new function. Joe also reflects on the first year of Husch Blackwell's "HB In-House" program, including some hot takes about what it is like to be in-house counsel. Got a burning question for Office Hours? Reach out at hello@legaldepartmentpod.com

Ken Vrana is a Senior Director at Western Alliance's Juris Banking Group. He specializes in crafting customized capital solutions for law firms, alternative legal service providers, and legal tech companies. With a deep expertise in complex banking relationships, he provides his clients with in-depth guidance on operating and fiduciary account setup and ongoing management, including advising on fraud mitigation tactics, advanced payables, and receivable services to streamline overall firm operations. With over two decades of banking experience, Ken serves as a trusted advisor to stakeholders across the legal community and regularly leverages his extensive network to build meaningful connections. His unmatched dedication to navigating clients' transactional and credit banking needs with ease underscores his long-standing commitment to legal professionals nationwide. Prior to joining Western Alliance, he had significant tenures at Capital One and Citizens Bank, where he helped clients optimize their operations, drive growth, and enhance profitability. Ken received his Bachelor of Arts from Mount Saint Mary College. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM BANKING AND FINANCIAL STRATEGY Most lawyers master the practice of law but struggle with the business side. From managing cash flow to protecting client funds from cybercrime, the financial realities of running a law firm present challenges most lawyers were never trained to handle. Ken Vrana works specifically with law firms to help them make smarter financial decisions and avoid common pitfalls. He sees firsthand how smaller firms are often targeted by fraudsters because they lack the robust protection systems of larger firms, and how many firms leave money on the table by not optimizing their payment processes or banking relationships. From startup firms hanging their shingle to established practices pursuing growth through mergers, Ken shares practical insights on choosing the right banking partners, setting up proper fraud protection, and why the relationship with your banker might be more important than you think. In this episode of The Lawyer's Edge podcast, Elise Holtzman speaks with Ken about protecting your firm's funds, streamlining cash flow, and why treating your banker as a trusted advisor could be one of the smartest business decisions you make. 1:51 - Banking challenges facing large and smaller firms 6:23 - The benefits of using specialized legal banking over a local bank branch 9:43 - Common mistakes by law firms in their banking and financial management choices 14:52 - Guidance for new law firms to start on a solid footing with legal banking 19:21 - Why legal banks like Juris see startup firms as valuable clients 21:56 - Considerations for law firms pursuing growth 23:53 - Culture mismatches as a leading cause of merger failures  27:17 - Players who should be involved in your firm's growth or merger 29:53 - Reasons for having multiple banking relationships 32:19 - The importance of regularly re-evaluating if a banking relationship is a good fit  35:40 - Large firms' lack of immunity to financial management problems, despite having more resources 37:24 - The value of banking relationships and understanding their importance MENTIONED IN BANKING AND FINANCIAL STRATEGY FOR LAW FIRMS THAT WANT TO GROW Connect with Ken on LinkedIn Western Alliance Bank | LinkedIn 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 this episode, Molly shares her 3Cs Leadership Framework: Clarity, Cadence, and Conversions, to help law firm owners transform their support team into proactive, accountable leaders. With strategies like daily huddles, stakeholder meetings, and data-driven decision-making, this session offers a clear path to scaling growth without micromanagement.   Key Takeaways:   Transform your law firm by empowering support teams to lead independently using the 3Cs framework: Clarity, Cadence, and Conversions. Implement structured daily huddles and weekly stakeholder meetings led by team members for improved operational efficiency. Shift from task delegation to fostering a team culture where members take ownership, driving business growth, and freeing up managerial resources. Utilize analytics for data-driven decision-making, ensuring each team member contributes to the firm's overarching goals. Boost team morale and reduce turnover by offering leadership training, constant feedback, and engaging them in strategic business growth.   Quote for the Show: "You're not stuck because your team isn't smart. You're stuck because everything is still dependent on you." - Molly McGrath   Links: 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/lgxqW56nGAY

Australia correspondent Chris Niesche joins Susie to talk about how some law firms are making millions of dollars in payouts from class action lawsuits while their plaintiffs only get thousands. 

Each week, Greg and Ben answer your questions on digital marketing for local businesses … local search engine optimization (SEO), Google Business Profile, social media, email marketing, websites, online advertising and more.Updates and QuestionsOptimize Bing AI search by following SEO guidelines.What should I do if my domain host doesn't support Wordpress sites?Is there any impact on Local SEO from the June 2025 core update?Is there an updated list of trigger words that cause Google Posts to fail?How do I do video verification if I have a Service Area Business?What should I do if Google denies relevant business categories for my GBP?Is having products on Law Firm listings helpful?Will sharing my ChatGPT chat potentially help with SEO?Has the visibility on car dealerships been affected since AI mode was introduced?Links mentioned in this session are available on our website at https://localmarketinginstitute.com

In episode #118 of Work Comp Talk, host Carmen Ramirez and Eric Farber, CEO of Pacific Workers, expose the rise of fake legal ads targeting injured workers. Learn how lead-gen companies disguise themselves as law firms, what red flags to watch out for, and how to protect yourself when choosing legal help.    Need real help? Call Pacific Workers at (800) 606-6999 for a FREE consultation.    This episode is sponsored by Pacific Workers, Northern California's Best Lawyers for Injured Workers.    What You'll Learn in this episode:  The difference between real law firms and shady lead-gen companies  The red flags of fake legal ads (and why they're so dangerous)  How scammers target injured workers in their most vulnerable moments  Insider tips on how to verify an attorney and avoid being sold to the highest bidder  Why choosing the right workers' comp attorney is critical for your case 

10 Accounting Terms Every Law Firm Owner Should Know

Building on last week's DigiMarCon 2025 recap, Leslie Richards and Isabelle Horan unpack the evolution from traditional Search Engine Optimization (SEO) to Generative Engine Optimization (GEO) and what that means for law firms today.

Episode Summary In this episode of the Scalable Law Podcast, I share one of the biggest challenges law firm owners face: how to let go without losing control. If you've ever felt like your firm can't run without you—approving every bill, answering endless team questions, and constantly putting out fires—this episode is for you. I dive into why holding on too tightly will keep you stuck and how you can start creating a business that runs smoothly without you micromanaging every single detail. From building the right team to implementing systems and processes, I show you the practical steps that transformed my law firm and have helped many others do the same. Key Segments Why Letting Go Feels Impossible – The emotional and practical reasons law firm owners resist delegating. The Hidden Cost of Control – How holding on to everything yourself turns you into the bottleneck. The Power of Teams and Systems – Why having the right people in the right seats and well-documented SOPs is the real key to scaling. Creating a Law Firm That Runs Without You – How I went from chaos to clarity in my own firm and how you can do the same. Your Next Step – Why this is a gradual process, but one that will give you freedom, profit, and peace of mind. My Takeaway Letting go doesn't mean losing control—it means gaining a sustainable business. When you put the right team and systems in place, you no longer have to be the engine of your firm. You can step back, focus on leading instead of firefighting, and finally have the freedom you wanted when you started your practice. Call to Action If you're ready to stop being the bottleneck in your law firm and want to build a business that runs without you, join me inside Scalable Law. We'll help you implement the systems and processes you need so you can create a firm that is profitable, sustainable, and doesn't rely on you for every decision. Apply here to take the first step toward a law firm that gives you more freedom, more profit, and less chaos. If This Episode Resonated With You...... Pass it on to another law firm owner who's ready to grow, or leave a quick review on Apple Podcasts, Spotify, or YouTube. Your support helps more lawyers find practical strategies to scale their firms with confidence and build practices they're proud of. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

Most lawyers focus on getting more leads while 97% are losing money at the most critical step: intake conversion. If you're not responding in under 1 minute, following up 12+ times in the first week, or using AI-powered personalization, you're already behind.Sam Mollaei and Neil Tyra reveal the Ultimate Intake Conversion Checklist—the exact strategies top firms use to double client sign-ups in 30-60 days. From weekend coverage strategies to ChatGPT-powered personalization, this episode stops leads from slipping through the cracks.Key Takeaways from Sam and Neil:1. Weekend and Off-Hours CoverageEnsure virtual intakers call leads between 5-9 PM and on weekends, using this "blue ocean" strategy to maximize availability and significantly boost sign-ups.2. Respond to Leads Within 1 MinuteCall leads immediately—waiting even five minutes lowers conversion rates—while automating instant text messages to acknowledge inquiries and maintain engagement.3. Consistent and Persistent Follow-Up StrategyCall leads at least 12 times in the first week, with three daily calls for the first three days, reinforced by automated texts, emails, and personalized video messages.4. Dedicated Intake Team Focused on Lead ConversionUse trained intake specialists—not general virtual receptionists—to handle lead qualification, consultations, and follow-ups, ensuring higher conversions and better client experiences.5. Leverage Technology for Automation and TrackingUse a CRM with automated workflows for lead distribution, reminders, and follow-ups, while tracking "speed to lead" metrics to prevent delays and optimize intake performance.6. Qualify and Personalize Lead Interactions With ChatGPTFeed lead data into AI tools like ChatGPT via Zapier to generate hyper-personalized initial texts that reference case details, building trust, improving response rates, and increasing conversions."A lot of people underestimate the work it takes to make intake successful…. It's a lot of work, and it's ongoing—it doesn't end." — Sam Mollaei"Whenever we do that near-immediate response, almost the first words out of the prospective client's mouth are—'Oh my God...thanks for calling me back so quickly.' It's just—they're not used to that type of customer response—and that sets you apart from people who don't." — Neil Tyra

Did you like this episode? Dislike it?

Welcome to episode 290 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken is joined by Cindy Speaker President and Founder of the Law TV Network.   Cindy, a seasoned marketing strategist with nearly 20 years of experience, brings deep insight into the fast-changing world of legal video marketing. She began her career as the marketing director for a large multi-state personal injury law firm based in Philadelphia. Today, as the founder of the Law TV Network, Cindy delivers cutting-edge video marketing solutions tailored for legal professionals, helping them build credibility and authority in a competitive landscape. In this episode, she shares why both long-form FAQ videos on YouTube and short-form content on platforms like Instagram and TikTok are essential. Cindy also underscores the power of user-generated content and the critical role video plays in building brand trust—encouraging even camera-shy attorneys to embrace video as a way to connect authentically with clients.  What you'll learn about in this episode: 1. Short form video content on platforms like Instagram and TikTok is increasingly important: - User-generated video content is popular and easy to create - Showcase office activities, employees, and community involvement 2. Long form YouTube videos remain significant for building brand trust: - Create 25 to 50 solid FAQs to explain legal practice areas - Analyze YouTube analytics to understand viewer habits 3. AI plays a vital role in content creation and research, enhancing efficiency: - AI tools like ChatGPT streamline writing processes and research tasks - Expert prompting is crucial for effective AI content generation 4. Consistency in video marketing is key for law firms' success: - Done-for-you videos provide a solution for maintaining regular video content - In-house capabilities for video creation offer an ideal setup 5. Exploring the use of avatars in video content creation: - Avatars can be a viable option for representing individuals in videos - Challenges may arise in replicating authentic voice and mannerisms Resources:  Website: lawtvnetwork.com LinkedIn: linkedin.com/in/cindyspeaker/ Facebook: facebook.com/LawTVNetwork Twitter (X): x.com/cindyspeaker Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Want to land the right legal job and love the culture you're in? This episode is for you. Episode 232 of The Lawyer Stories Podcast features Erin Andersen, Founder of YourBrandNetworker, Career Transition Coach, and Flat-Rate Hiring Manager. Based in NYC and working nationwide, Erin shares how she pivoted from corporate banking into the legal space—building a powerful network and community of lawyers along the way. Erin reminds us: “Culture matters—pay attention to the environment you're building or stepping into.” Tune in to hear how she's helping legal professionals align their careers with purpose and connection. #LawyerStories #LegalCareers #CareerCoach #LegalNetworking #LawyerPodcast #ErinAndersen #YourBrandNetworker #CareerTransition #LegalCommunity #BennyGold

Many law firm owners want to foster inclusive workplaces—but aren't sure how to do it without missteps or performative gestures. Professor Tanya Hernandez of Fordham Law School joins Stephanie Everett to unpack what DEI really means, where it comes from legally, and how small firms can approach it with clarity and intention.  The conversation explores how unconscious bias shows up in hiring and evaluation, why culture fit can be a red flag, and how to implement practical guardrails that promote fairness without needing a big HR department. Tanya also clears up legal misconceptions about DEI post–Supreme Court ruling and offers smart, research-backed tips for making firms more equitable—without making a scene.  This episode is a thoughtful guide for law firm leaders who want to build stronger, fairer teams—one intentional decision at a time.   Listen to our other episodes on DEI & Belonging:  #450: The Power of Building Belonging, with Dr. Terrell Strayhorn Apple | Spotify | Lawyerist   #105: How Small Firms Can Promote Diversity, with Dr. Heather Hackman Apple | Lawyerist  #242: Brave, Not Perfect, with Reshma Saujani Apple | Lawyerist  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   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:  2:09 – Meet Professor Tanya Hernandez: DEI Legal Scholar  2:44 – What DEI Really Means: The Civil Rights Foundation  6:41 – Why Small Firms Should Care: The High Stakes of Small Teams  9:46 – Culture Fit or Bias? Rethinking How We Hire  17:04 – Guardrails: Tools to Catch Your Own Bias  22:07 – Is Your Culture Inclusive? Rethinking Team Bonding  24:04 – Where to Start: Learning from the Next Generation  26:14 – Asking the Right Questions: Curiosity Without Burden  28:27 – DEI Is Not Illegal: Clarifying Misconceptions  30:54 – Skip the Slogans: Doing the Real Work Without Performative DEI 

This week on Spaghetti on the Wall, we're joined by Jay Berkowitz — best-selling author, global keynote speaker, and CEO of Ten Golden Rules, a digital marketing agency helping law firms grow fast.