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Watch the YouTube version of this episode HEREAre you a law firm owner looking for advice on filing taxes? In this episode of the Maximum Lawyer Podcast, Jacqueline and Adam Williams, co-founders of Pennywise Tax Strategies, share their journey from traditional tax roles to building a firm focused on proactive, year-round tax planning for small businesses and law firms. Proactive tax planning for small businesses is so important and needs to be prioritized. Many small business owners react to their numbers and don't think ahead when it comes to taxes. Because of this, businesses are in a bad situation due to not knowing how to make the most of their money, where the money is going or how to proactively plan ahead. Jacqueline and Adam work to ensure small businesses are not left behind and succeed during this stressful time.Jacqueline and Adam speak to the errors small businesses make during tax season. One of the biggest issues is a lack of communication between the tax preparer and the business owner. Most times, business owners hand accountants everything and call it a day. Sometimes, the business owner doesn't want to fill out the questionnaire, which means the dots are not connected. Big things can be missed, which can lead to issues after filing. Transparency between both parties is extremely important.Listen in to learn more!03:21 Gap in Small Business Tax Planning 05:19 Trusted Advisor Model vs. Traditional Accounting 06:08 Proactive Tax Planning in Practice07:34 Monthly Client Check-ins and Accountability08:16 Common Mistakes by Law Firm Owners 09:36 Avoiding Numbers and Year-Round Tax Season 11:27 Regular Tax Planning Activities12:23 Understanding and Tracking Tax Liability Tune in to today's episode and checkout the full show notes here. Connect with Adam and Jackie:Website FacebookLinkedin Instagram Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
Law Firm Owners - If You're Doing this You're Throwing Away Money
Are you sabotaging your law firm's success? RJon Robins pulls directly from Chapter 16 of the Profit First for Lawyers book to reveal 2 choices that destroy profitability and how to fix them.
When you introduce new processes in your law firm, you're asking your team to rethink how they get things done, and that's a bigger challenge than most realize. In this episode, I explore why the usual approach to change management often misses the mark in law firms. I also discuss why involving your team from the start is critical to getting real buy-in.This approach might take a little longer upfront, but it pays off when it comes to actually implementing the changes you need.Get full show notes, transcript, and more information here: https://www.agileattorney.com/87Mentioned in this episode:Greenline.legal is Officially in BetaTo set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegalGreenlineLegal Demo
In this episode, Michael Weis and Michael Burney, Partners at Weis & Burney Law Firm, share their journey of founding a boutique corporate and transactional practice. They discuss client service, practical problem-solving, and why trusted business advisors remain essential in a world of AI and information overload.
From AVEs to attribution dashboards, law firms often struggle to prove the ROI of public and media relations. Jennifer Simpson Carr and Sarah Larson discuss why the most meaningful outcomes—trust, reputation, and credibility—can't always be measured in clicks. They share strategies for reframing PR success, identifying alternative metrics, and helping law firm leaders recognize the long-term business value of communications.
In this episode of 'Resilience Unraveled,' host Russell Thackeray chats with Tim Lupinacci, CEO and Chair of Baker Donelson, about leadership and resilience in the legal industry. Tim shares his journey from a young lawyer to a leader, emphasising the importance of authenticity, collaboration, and a growth mindset in driving organisational success. They delve into the challenges law firms face in a rapidly evolving environment, the significance of strategic vision, and the role of storytelling and personal connection in effective leadership. Tim also introduces his book, 'Everybody Leads,' and discusses the impact of empowering individuals at all levels to lead and thrive.00:00 Introduction and Guest Welcome00:43 Tim Lupinacci's Background and Career02:25 Challenges in the Legal Industry04:10 Leadership and Change Management06:10 Balancing Tradition and Innovation09:39 Leadership Roles and Responsibilities13:12 The Dual Role of Chairman and CEO16:14 Defining Leadership and Its Purpose18:12 Profitability and Engagement in Leadership19:42 Embracing Authenticity in Leadership20:08 Transparency in Organisational Culture20:52 Challenges and Benefits of Open Salary Policies21:58 Leadership Transitions and Organisational Change23:39 Strategic Vision and Building Resilience25:28 The Role of Leadership in Different Sized Organisations28:28 Dinner Table Diplomacy: Building Relationships30:09 Clearing the Way: Addressing Organisational Obstacles30:40 The Journey to Writing 'Everybody Leads'33:10 Leadership Aroma: Influencing Through Presence35:51 The Power of Storytelling in Leadership36:24 Conclusion and Contact InformationYou can contact us at info@qedod.comResources can be found online or link to our website https://resilienceunravelled.com#resilience, #burnout, #intuition
In this episode, Steve Fretzin and Ed Alexander discuss:Challenges and risks in forming and managing law firm partnershipsStrategic considerations and planning for succession and law firm exitsThe importance of communication, expectations, and alignment in business relationshipsDiversifying marketing and building sustainable value in a law practice Key Takeaways:Many law firm partnerships collapse because they lack a clear strategic purpose, and poor communication during both the honeymoon phase and long term creates conflicts that are nearly impossible to resolve.Setting clear expectations early—on contributions, compensation, growth, retirement, and lifestyle philosophies—can prevent disputes where one partner feels undervalued or overburdened.Selling or transitioning a law practice requires years of preparation, including transferring goodwill, maintaining referral trust, phasing into an of counsel role, and positioning the buyer as a trusted successor.The 2008–2009 global financial crisis showed how fragile referral-dependent firms can be, as many lost business overnight, underscoring the need for diversified marketing, consistent development, and team-based client service. "Partnerships, it's interesting, because they're marriages, right? They're business marriages, and that's what they should be called, business marriages." — Ed Alexander Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Ed Alexander: Ed Alexander is an attorney, author, and founder/CEO of Alexander Business Law, PLLC in Orlando, where he has practiced business law since 1993 after an early career in technology that earned him a U.S. patent. He is the author of several notable works, including The Guide to Selling Your Florida Law Practice, The Guide to Partnerships and Partnership Agreements, and 10 Common and Costly Business Killing Legal Mistakes and How to Avoid Them. He is recognized for professional excellence and community service and has also taught at the University of Central Florida. In his free time, Ed enjoys cycling, kayaking, sailing, hiking, and traveling with his wife of 38 years, Faith. Connect with Ed Alexander: Website: https://orlandobusinesslawyer.com/Email: ed@alexanderbusinesslaw.comBooks: https://www.amazon.com/stores/Ed-Alexander/author/B0C2QXJG7KShow: Law Deals: https://podcasts.apple.com/us/podcast/law-deals-succession-planning-partnerships-purchases/id1724776380LinkedIn: https://www.linkedin.com/in/attorneyedalexander/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Michael Weis and Michael Burney, Partners at Weis & Burney Law Firm, share their journey of founding a boutique corporate and transactional practice. They discuss client service, practical problem-solving, and why trusted business advisors remain essential in a world of AI and information overload.
The Law Firm Review Secret No One is Telling You About
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As a law firm owner, if you want to grow your firm, one of the first things you should focus on is building your non-lawyer team.Richard James pulls back the curtain on the non-legal side of law firm growth: the roles and systems that actually determine whether your firm scales smoothly or stalls out. Most attorneys never realize that their receptionist, appointment setters, and client care team are just as critical to revenue as the attorneys themselves. You'll see why building out these roles in the right order creates profit, freedom, and a stronger client experience. Watch now to discover how the smartest firms grow without adding more hours to the lawyer's plate.If you'd like to discover more practical ways to improve the business model of your law firm, click here: thelawfirmsecret.com
5 Reasons to Use a Big Law Firm.
In episode #577 of Lawyerist Podcast, discover how to use AI to drive firm growth, expand practice areas, and strengthen client relationships while avoiding the trap of treating it as a simple efficiency tool. Too often, conversations about AI in law stop at shaving time off tasks or reducing headcount, but AI holds far more potential than cost-cutting. Innovation strategist Sam Harden explains why firms should resist the temptation to view AI as a staff replacement and instead embrace it as a growth engine. By experimenting with generative tools and even “vibe coding,” lawyers can create new services, improve client experiences, and reach entirely new markets. Rather than narrowing practice, AI can open doors to expansion, innovation, and more sustainable business models—helping firms future-proof themselves in a rapidly evolving market. Ideal for growth-minded lawyers, firm leaders, and legal innovators who want to use AI strategically to scale smarter, serve better, and stay ahead. Links From the Episode: https://samharden.substack.com/ https://legaltalknetwork.com/podcasts/for-the-innocent/ https://tabs3.com/seetabs3/ Listen to our other episodes on AI & Legal Innovation: #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN #452: Managing AI in Your Practice, with Ed Walters Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Welcome & What Legal Talk Network Is 04:33 – Building a Modern Legal Tech Stack 10:33 – Meet Sam Harden: From Trial Lawyer to Innovator 16:38 – AI in Law: Efficiency vs. Growth 23:53 – The Risks of Replacing People with Technology 31:46 – Vibe Coding and the Future of Legal Tech 44:57 – Looking Ahead: Sam's Vision as Innovation Strategist
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Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Ricky Guerrero, a real estate attorney, about his law firm's focus on residential and commercial real estate closings. They discuss the importance of client engagement, navigating complex transactions, and the need for education in the real estate market. Ricky shares insights on building relationships and the significance of honesty in business dealings, emphasizing the need for transparency and knowledge among investors and buyers. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this episode of the Wealthy Woman Lawyer® Podcast, host Davina Frederick explores the surprising truth about why you should build a law firm that's ready to sell—even if you never plan to. If your business success still feels tied to your personal effort, this episode will open your eyes to a new way of thinking. Discover the key differences between owning a law practice and owning a law firm business asset, and why that distinction matters now more than ever. Davina shares the critical building blocks that make a law firm sellable—and explains how focusing on 'sellability' can dramatically increase profit, flexibility, and freedom for you as the owner, whether or not a sale is ever part of your plan. Tune in if you want to build something that runs without you, creates real wealth, and gives you options. This episode is a must-listen for every woman law firm owner ready to think—and build—bigger.Go here to listen:LINKS TO LOVE:Want to leave us a review on Apple Podcasts? We'd love it! Here's the link.Ready to scale your law firm to six or seven figures in 2025? Click here to apply and book a call with me.
In this episode of "The Free Lawyer" podcast, host Gary Miles interviews Frank Rekas, a financial expert and partner at Palm Wealth Partners. Frank shares insights on helping law firm owners simplify finances, minimize taxes, protect assets, and grow wealth using his NPG (Minimize, Protect, Grow) system. The discussion covers common financial blind spots, the importance of proactive planning, and practical strategies for attorneys to achieve financial clarity and confidence. Frank emphasizes a client-centered, honest approach and encourages lawyers to prioritize their financial well-being for long-term security and peace of mind.Law Firm Owners' Financial Challenges (00:04:16) Top Financial Concerns for Law Firm Owners (00:05:32) Law Firm vs. Personal Budgeting (00:07:04) The MPG System: Minimize, Protect, Grow (00:07:57) Common Financial Blind Spots (00:10:36) Benefits of Non-Retirement Investments (00:12:41) Working with Attorneys: Challenges and Benefits (00:13:44) Serving, Not Selling: Client-First Philosophy (00:14:50) Personalized Financial Planning (00:17:01) Law Firm Owners' “Aha” Moments (00:18:25)Building Financial Confidence (00:20:24) First Steps for Overwhelmed Law Firm Owners (00:22:12) Commonly Missed Tax Strategies (00:23:31) Year-Round Tax Planning (00:25:03) Achieving Financial Confidence and Freedom (00:25:27) Advice for Stressed Law Firm Owners (00:27:21) Money Mindset and Family Background (00:29:40) Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call
On this episode of The Managing Partners Podcast, Kevin Daisey sits down with Jason Turnquist, co-founder of ProPlaintiff.ai, to talk about how a cease-and-desist letter sparked his journey into building tech companies—and eventually, an AI platform for law firms. Jason shares how ProPlaintiff.ai helps attorneys save time by generating demand letters, summarizing medical records, and even handling intake tasks with consistency. They dive into why AI adoption is no longer optional for law firm owners who want to stay competitive and how to build a culture of innovation inside your practice. 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) - How to Build a Managing Partners Podcast(00:00:31) - All About AI(00:00:57) - How I Got Started In Business: The Jersey Shore(00:06:31) - Law Firm Executive Network: Pro Plaintiff AI(00:07:36) - How to Build a Legal Software Startup with ChatGPT(00:13:39) - What's the best way for someone to take a look at AI(00:18:47) - Law Firm Executives: The Future of AI in Propl(00:24:00) - Law Firm IT: AI Training and Tips & Tricks(00:30:23) - AI Legal Insights
Distressed debt exchanges in the form of liability-management exercises are set to take off in Europe, according to Gibson Dunn, the US-based law firm. “You’re getting the same lawyers and bankers hired in Europe for deals that they do here — it’s not surprising that they would potentially roll out a playbook that’s worked,” Scott Greenberg, the firm’s global chair of business restructuring and reorganization, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Stephen Flynn in the latest Credit Edge podcast. “It’s a natural progression to take that expertise and bring it to your clients overseas,” says Greenberg, who notes elevated levels of distress in France. We also discuss the likelihood of an imminent US LME revival, the bankruptcy outlook and communications sector stress.See omnystudio.com/listener for privacy information.
In episode #577 of Lawyerist Podcast, discover how to use AI to drive firm growth, expand practice areas, and strengthen client relationships while avoiding the trap of treating it as a simple efficiency tool. Too often, conversations about AI in law stop at shaving time off tasks or reducing headcount, but AI holds far more potential than cost-cutting. Innovation strategist Sam Harden explains why firms should resist the temptation to view AI as a staff replacement and instead embrace it as a growth engine. By experimenting with generative tools and even “vibe coding,” lawyers can create new services, improve client experiences, and reach entirely new markets. Rather than narrowing practice, AI can open doors to expansion, innovation, and more sustainable business models—helping firms future-proof themselves in a rapidly evolving market. Ideal for growth-minded lawyers, firm leaders, and legal innovators who want to use AI strategically to scale smarter, serve better, and stay ahead. Links From the Episode: https://samharden.substack.com/ https://legaltalknetwork.com/podcasts/for-the-innocent/ https://tabs3.com/seetabs3/ Listen to our other episodes on AI & Legal Innovation: #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN #452: Managing AI in Your Practice, with Ed Walters Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Welcome & What Legal Talk Network Is 04:33 – Building a Modern Legal Tech Stack 10:33 – Meet Sam Harden: From Trial Lawyer to Innovator 16:38 – AI in Law: Efficiency vs. Growth 23:53 – The Risks of Replacing People with Technology 31:46 – Vibe Coding and the Future of Legal Tech 44:57 – Looking Ahead: Sam's Vision as Innovation Strategist Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Law Firm Blueprint, Jay Ruane and Seth Price unpack the latest challenges and strategies in law firm growth. From the shifting demographics of law schools and the impact of loan forgiveness programs to the unique struggles of hiring talent from government roles, the hosts dig into what it really takes to recruit and retain high-performing attorneys. They also explore incentivizing paralegals with billable hour bonuses, innovative staff recognition strategies, and how AI-powered training tools are reshaping onboarding and professional development. Tune in for practical insights that every firm owner can put into action.#LawFirmGrowth #LegalMarketing #TheLawFirmBlueprint
Most people think a CFO just makes reports and talks numbers once a month.Not ours.In this week's podcast, I sit down with our very own Moshe Amsel, CFO of The Umansky Law Firm. He's not just measuring numbers — he's helping us define what good looks like, where we're falling short, and how we hit the goals that matter.Because at the end of the day, what gets measured gets results.
Is SEO dead or just changing? In this episode of Cut to the Chase: Podcast, host Gregg Goldfarb sits down with Seth Price, Founder/CEO of BluShark Digital and practicing attorney, to discuss the future of SEO, AI tools, and digital marketing for law firms. From Google Business Profiles to the rise of AI-driven search, Seth explains what lawyers really need to know to attract clients online. Whether you're a solo practitioner or part of a large firm, this conversation reveals how to compete with mega-firms, dominate local SEO, and avoid the biggest myths about digital marketing. What to expect in this episode: Is SEO Dead or Just Changing? How AI and ChatGPT are disrupting search Local Search Power Moves: Why your Google Business Profile is your secret weapon Best SEO Strategies for Law Firms: Case studies, niche strategies, and competing with mega-firms Mass Torts & SEO: The reality of ranking for high-stakes cases What Makes a Good SEO Client: The traits law firms need to succeed online Mythbusting SEO: Why “instant gratification” is the biggest lie in marketing The Future of Legal Marketing: How AI is creating both disruption and opportunity Subscribe for more insights on law, business, and society! Resources: Connect with Seth Price on LinkedIn: https://www.linkedin.com/in/sethprice BluShark Digital: https://blusharkdigital.com Seth's firm, Price Benowitz: https://pricebenowitz.com This episode was produced and brought to you by Reignite Media.
In this episode, host Jeffrey and Brett sit down with the inimitable Joel Hirschhorn, a true titan of criminal defense. With more than five decades of courtroom experience, Joel has built a reputation as a relentless advocate and a straight shooter with almost 400 jury trials, defending clients in high-stakes criminal matters in almost every District and State in the country.This wide-ranging conversation covers:Joel's reflections on the art of trial law and the evolution of the American justice system;War stories from inside the courtroom;His unfiltered take on what makes a great lawyer (and what doesn't); andThe ethical compass that has guided him through it all.Whether you're a young lawyer looking for direction or a seasoned practitioner revisiting your “why,” this episode is a masterclass in courage, clarity, and conviction.Streaming on YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.
First, we tell you about a San Diego-based law firm that just filed a class-action suit against ICE over arrests in immigration court. Then, county supervisors just gave the green light to public health and economic impact studies in areas around the Tijuana River Valley. Next, the Veterans Affairs Secretary was in San Diego to tour the VA Medical Center and more. Finally, our Sci-Tech reporter takes a deeper look into the dangers of kids riding e-bikes.
Law firms love their SOPs—binders full of screenshots, arrows, and step-by-step instructions. But here's the problem: they take months to build, cost thousands to produce, and go out of date the moment software updates. There's a better way. In this episode, I break down how forward-thinking lawyers are replacing outdated SOPs with AI-powered prompt libraries that actually get work done. You'll hear real examples, learn why prompts are more reliable than manuals, and see how this simple shift can save your firm hours every week. If your SOP binder feels more like dead weight than a useful tool, this episode will show you what to do instead. Episode Links ChatGPT Lab (a weekly AI workshop for lawyers) Apply to join the ChatGPT Lab The 80/20 Principle (my techlaw newsletter) The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.
The Secret to Law Firm Success No One is Talking About
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Jami Wintz McKeon, Chair of Morgan, Lewis & Bockius LLP, joins Chris Batz and Howard Rosenberg to share her journey from associate to leading one of the world's largest law firms. She reflects on the moments that shaped her path, including overseeing major integrations, heading the litigation practice, and ultimately stepping into the role of chair. Jami talks about the personal side of leadership, carrying both the joys and hardships of colleagues, staying connected across a global partnership, and fostering a culture where collaboration comes before credit. She also discusses Morgan, Lewis & Bockius LLP's approach to expansion, the role of client needs in shaping growth, and how the firm has embraced AI as an opportunity to strengthen client service. Jami's advice for fellow and future law firm leaders is straightforward: you have to love the firm, the people, and the responsibility itself. She shares how gratitude and family keep her grounded and why focusing on what's working is as critical as addressing what isn't. At its core, this episode is a look at what it means to lead with both strategy and heart in an industry defined by constant change. Episode Breakdown: 00:00 Jami Wintz McKeon's Path to Becoming a Law Firm Leader 02:54 Defining Career Turning Points at Morgan, Lewis & Bockius LLP 05:36 Leading with Connection and Caring for Firm Members 08:28 Morgan, Lewis & Bockius LLP Global Growth Strategy 13:40 Artificial Intelligence in Law Firms and Client Service 16:35 Advice for Current and Aspiring Law Firm Leaders 20:20 Staying Grounded Through Gratitude and Family 25:40 Inspiration and Leadership Philosophy 29:38 Looking Ahead: The Future of Law Firm Leadership Links Connect with Jami Wintz McKeon: LinkedIn: https://www.linkedin.com/in/jami-wintz-mckeon-1b993746/ Web bio: https://www.morganlewis.com/bios/jmckeon Connect with Howard Rosenberg: LinkedIn profile: https://www.linkedin.com/in/hrosenberg/ Company web profile: https://www.baretzbrunelle.com/howard-rosenberg Connect with Chris Batz: LinkedIn Profile: https://www.linkedin.com/in/chrisbatz/ LinkedIn Company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/ Podcast production and show notes provided by HiveCast.fm
Episode Summary When I first started my firm, I had no roadmap. I worked hard, said yes to everything, and pushed forward with trial and error. Looking back, I wish I had a clear framework to show me where to focus and what systems to build at each stage. That's exactly why I created the Law Firm Roadmap. In this episode of the Scalable Law Podcast, I'm sharing the five stages of growth that every law firm goes through, the challenges you'll face at each stage, and the systems, people, and strategies you need to move forward with confidence. What You'll Hear in This Episode The five stages of law firm growth I've identified through my own experience and coaching hundreds of firm owners: Startup, Survival, Stability, Scale, and Success. Why every stage has its own challenges — and how knowing your stage helps you focus on the right priorities. The five pillars of growth I guide my clients through: attracting clients, numbers & pricing, systems & processes, team & people, and legal service delivery. How I navigated these stages myself, including the systems that saved me time, the hires that transformed my firm, and the shifts in mindset that kept me moving forward. Why trying to “jump ahead” is one of the biggest mistakes firm owners make — and how to avoid it. My Key Takeaways for You You don't need to do everything at once. Growth is about doing the right things for the stage you're in. A $300k firm doesn't need executive dashboards, and a $3M firm shouldn't be operating off spreadsheets. When you know where you are on the roadmap, you can make decisions with confidence, reduce overwhelm, and build a firm that gives you freedom as well as profit. Resources and Links Want to see how the Law Firm Roadmap applies to your practice? Join me inside the Scalable Law Accelerator Program where we help law firm owners reduce their hours, systemise their firms, and grow profitably. I'd love to see you at Law Biz Con 2026 on the Gold Coast for two days of strategies, speakers, and connections that will change the way you run your firm. Growing a Firm is Easier When We Do it Together Share this episode with a colleague who could use some clarity on their roadmap, and don't forget to follow the show on Apple Podcasts or Spotify to keep scaling alongside us. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube
SEO Isn't Dead, It's Automated: How AI is Running White Hat Link Building for Law Firms with Carl Holden>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.
A teaching joke from the legal world captures an important lesson: Sometimes the reward for an achievement is simply a bigger helping of the same challenge. Get in touch: podcast@gretchenrubin.com Visit Gretchen's website to learn more about Gretchen's best-selling books, products from The Happiness Project Collection, and the Happier app. Find the transcript for this episode on the episode details page in the Apple Podcasts app. See omnystudio.com/listener for privacy information.
From Am Law 50 in-office mandates to firms doubling down on virtual models, RTO is reshaping culture, collaboration, mentorship, and talent retention across the legal industry. In this episode, Gina and Jennifer share strategies for transparent communication, defining benefits clearly, and building internal champions to drive buy-in during this pivotal shift.
On today's Legally Speaking Podcast, I am delighted to be joined by Sue Wakefield. Sue is the Director and Head of Business Development at ZEDRA. She has over 30 years of experience working in the financial service industry, specialising in onshore trust structuring. Sue holds a number of leadership positions and is a member of STEP.So why should you be listening in? You can hear Rob and Sue discussing:- Why Independent Escrow Providers Are In High Demand- The Importance of Escrow and Trust During Complex Transactions- Escrow Services Expanding Beyond M&A Into Other Industries- The Impact of Tech, Especially In Identification and Verification- Fixed Fees, Attractive Interest Rates and No Minimum Time RequirementsConnect with Sue here - https://www.linkedin.com/in/sue-wakefield-tep-14232725
This week, Ivy Slater, host of Her Success Story, chats with her guest, Chris Mullins. The two talk about Chris's unique journey from advertising sales and running a cleaning business to becoming an expert advisor to attorneys, the power of sales as a relationship-building tool rather than a transactional approach, and the critical importance of integrating intake and marketing for law firm growth. In this episode, we discuss: How to integrate intake with marketing What sparked Chris to focus on legal intake When intake needs to be prioritized Why attorneys need to embrace “sales” Who benefits from improved sales skills Chris Mullins, Phone Sales Doctor, Speaker, Author Chris Mullins is a thought leader in the legal world of intake and attorneys. As the preeminent sales and communications consultant in the legal industry, Chris is the go-to for all things intake and attorneys. For decades, Chris has been a “phone sales doctor”, focusing on better communication skills, empathy, sales, intimacy, conversion, retention, and Client control in the legal industry. As host of the acclaimed podcast Lawyers Tell All™, Chris takes you on a deep dive that shows you the reality of the profession through powerful conversations With innovators in the trenches. Website: https://intakeacademy.com/ www.LawversTellAl.com Social Media Links: linkedin.com/in/chrismullinsphonesalesdoctor
In this engaging episode of El Paso Local Area Business Talk, we sit down with Abby from Laine Law Firm, PLLC, a leading family law attorney in El Paso, Texas, to dive deep into one of the most emotionally charged and complex areas of law: child custody, child support, and divorce.
Dylan Wilbanks Life can take sudden turns, and legal challenges often arise when least expected. The Wilbanks Law Firm, based in Commerce, Georgia, provides trusted guidance in probate matters, estate planning, contract disputes, real estate transactions, and judgment collections. The firm's team is equipped to respond quickly, offering direct and clear answers to clients' questions […]
Secret Personal Injury Law Firm Tax Strategy.
Witness to Yesterday (The Champlain Society Podcast on Canadian History)
In 1973, three young lawyers founded Heenan Blaikie in Montreal, which grew to be a prominent Canadian law firm with notable members, including former political leaders. Despite its close-knit atmosphere, the firm faced significant internal issues, leading to its collapse in 2014. Adam Dodek, an impartial observer, examines the firm's rise and fall, highlighting its unique culture alongside underlying problems like workplace bullying, challenges for women and minorities, and sexual harassment. The narrative is contextualized within broader societal changes, including economic shifts and crises. Dodek's thorough investigation serves as an essential read for legal professionals and those interested in the dynamics of corporate failure. Adam Dodek is a professor in the Faculty of Law at the University of Ottawa. Among his numerous publications are In Search of the Ethical Lawyer; The Canadian Constitution, Third Edition, named by the Hill Times as one of the top 100 books on Canadian public policy; and Solicitor-Client Privilege, which won the Walter Owen Book Prize. He is a recipient of the Canadian Association of Law Teachers Prize for Academic Excellence, the Mundell Medal for excellence in legal writing, and the Law Society of Ontario's Law Society Medal. He is also a director of the Canadian Association for Legal Ethics and the Canadian Legal Information Institute, and a past governor of the Law Commission of Ontario. Image Credit: UBC Press If you like our work, please consider supporting it: bit.ly/support_WTY. Your support contributes to the Champlain Society's mission of opening new windows to directly explore and experience Canada's past.
If you want even more law firm growth tools or to join a community of attorneys for free, join us here: https://www.skool.com/your-practice-mastered-3074/aboutLaw firm owners lose profit not from bad cases, but from bad compensation plans. In this episode, Richard James breaks down exactly how to pay associates in flat-fee, hourly, and contingency models so you keep talent, grow capacity, and protect margins.You'll see how a small adjustment in pay structure can be the difference between a calm, scalable firm and “law firm ownership hell.”We will show you exactly how much you should be paying your associates, whether you are a flat fee, hourly, or contingency firm (there is a difference in pay structure). And how to design the role so your associates stay longterm. If you are the owner of a law firm who wants a clean, defensible associate pay plan that scales profitably without burning out your team, this episode is for you!Get free tools, trainings, and join our community: thelawfirmsecret.com
We're bringing back one of our most popular episodes — Episode 49 with Mike Morse! This special re-release comes just in time for the inaugural Fireproof Conference, taking place from September 9th to 11th, where Chris will be a featured guest speaker. Catch up on the episode before the event and get inspired! In this episode, we sit down with Mike Morse to explore his unexpected journey to building one of the most successful law firms in the country. Mike shares how his original vision of practicing law alongside his father was tragically cut short, leading him to question his path. A sudden firing from his first legal job pushed him into entrepreneurship, where he discovered the power of taking control of his destiny. Through perseverance, strategic growth, and a commitment to innovation, Mike transformed his firm into a powerhouse—one that now settles hundreds of millions of dollars in cases annually. Mike discusses the challenges and rewards of scaling a business, the importance of a growth mindset, and the lessons he's learned from hiring the right people. He also dives into his "Fireproof" philosophy, explaining how resilience, smart marketing, and a strong leadership team have made his firm unstoppable—even in the face of unexpected disasters. Whether you're a lawyer, entrepreneur, or business leader, Mike's insights on mindset, leadership, and innovation are sure to leave you inspired. Takeaways: Sometimes, unexpected setbacks, like losing a job, can be the catalyst for starting something bigger. Rather than staying in an unfulfilling position, leaping into entrepreneurship can lead to long-term success.Success isn't just about working harder; it's about continually learning, adapting, and being open to new opportunities. Embracing a growth mindset allows businesses to scale beyond initial expectations.Building a strong team, including a second-in-command, can make a huge difference in a company's ability to grow and operate efficiently. The right hires contribute to sustainable expansion and long-term stability.Connecting with an audience through humor, relatability, and authenticity can set a brand apart. Creating engaging and memorable marketing campaigns fosters trust and recognition.Analyzing business metrics, understanding financials, and making calculated investments—such as increasing ad budgets—can double revenue and expand impact when done strategically.Facing challenges like economic downturns, disasters, or unexpected competition requires a solid foundation. A well-structured business model ensures stability in the face of adversity.Philanthropy and community involvement not only create a positive impact but also strengthen a company's reputation and purpose, reinforcing the idea that business success should be about more than just profits
Consensus feels safe — but in business, it's often the very thing holding you back from growth. In this episode of The Game Changing Attorney Podcast, Michael and Jessica Mogill unpack the hidden costs of consensus-driven decision-making. From firms with five partners debating every choice to small teams waiting on unanimous buy-in, they reveal why trying to please everyone creates delays, missed opportunities, and stalled growth. If you've ever walked out of a meeting wondering why it took two hours to argue over a single decision, this conversation will change how you lead. Here's what you'll learn: Why speed beats consensus — and why imperfect decisions made quickly can fuel faster growth How to assign decision rights by expertise so your team stops spinning in circles What it takes to embrace “disagree and commit” so your firm moves forward even without unanimous agreement If you're tired of decision gridlock, this episode will show you how to lead with clarity, speed, and conviction. ---- 02:20 – Why many attorneys know more about their favorite sports team than their own firm's numbers 04:15 – The importance of wearing your own “jersey” and taking pride in your brand 14:10 – Why consensus among five partners is the slowest way to make decisions 15:50 – Not every partner should have an equal vote — expertise matters 16:25 – Speed beats consensus: why fast imperfect decisions win 17:35 – The power of “disagree and commit” in high-performing firms 18:05 – Treating failure as data, not identity 20:00 – Why you can't always wait for buy-in before leading change ---- Links & Resources: Brazil Nut Georgia Power Comcast AT&T ---- 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: 393. AMMA — Why Simplicity Is a Superpower in Law Firms 363. AMMA — How to Master Decision-Making Like a Pro 345. AMMA. The AI Advantage: What to Automate, What to Keep Human, and How to Stay Ahead
Watch the YouTube version of this episode HEREAre you an attorney looking for strategies for content and AI? In this special LinkedIn Live episode of Law Subscribed, host Matthew Kerbis (“The Subscription Attorney”) welcomes Tyson Mutrux, co-founder of Maximum Lawyer and practicing injury attorney. They discuss the evolution of legal podcasting, the importance of delivering valuable content, and strategies for effective law firm branding.Matthew and Tyson talk about the importance of valuable content over production quality. Most people will value good content over the quality of how a video is produced. As time goes on, it is important to invest in good production equipment and tools to enhance your content. But, if your content is good and of use to people, they will listen or watch despite how it looks or sounds. As content creators and attorneys, it is important to listen to what your audience wants to learn so you can keep them engaged.As AI progresses, the types of tools will become more mainstream within law firms. Law firms are perfectly equipped to take on AI tools and integrate them into a system. Whether it be intake, case management, bookkeeping, invoicing or research, AI tools like Grammerly, Perplexity or Calendly are great for managing law firms. Matthew suggests utilizing a Roku system, where all of your favourite AI tools can be managed in one place.Take a listen to learn more!05:49 Content Value and Audience Engagement13:19 Law Firm Branding and Trade Names18:31 Geographic and Niche Branding Strategies24:42 Metaverse, Blockchain, and AI in Law36:00 Subscription Models and Tech Industry Shifts39:31 Legal AI Research Tools and Law School TrainingTune in to today's episode and checkout the full show notes here.Connect with Matthew Kerbis:Website
Send us a textShownotes can be found at https://www.profitwithlaw.com/497Most law firm owners think bonuses automatically motivate their teams - but the wrong plan can quietly drain your profits and create more frustration than results.In this exclusive replay from the Law Firm Growth Summit, Moshe Amsel breaks down the truth about law firm bonuses: why “just because” payouts don't usually work, and how to design compensation structures that reward real performance without eroding your margins.You'll discover 6 proven bonus models that Moshe has seen law firm owners successfully implement - ranging from simple monthly incentives to profit-sharing plans that align your team's goals with your firm's long-term success.Chapters:[00:00] Introducing the power and detriment of bonuses within law firms[06:48] 6 Proven Bonus Structures for Maximum Team Performance[08:40] Bonus #1: Bonus ‘Just Because'[11:44] Bonus #2: Quarterly bonus[15:44] Bonus #3: Monthly performance-based bonus[16:14] Bonus #4: Monthly commission bonus[27:20] Bonus #5: Quarterly performance-based bonus[32:46] Bonus #6: Annual profit sharing bonusResources 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 hereJoin 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/
Did you like this episode? Dislike it? ⚖️ Google is still important, but consumer behavior is shifting fast — and platforms like ChatGPT, Grok, and Gemini are starting to take traffic away from traditional search. In this episode, Danny Decker breaks down whether SEO still works for law firms in 2025, why AI-driven search is changing the game, and how lawyers can stay ahead of the curve.
In this episode of the Wealthy Woman Lawyer® Podcast, host Davina Frederick reveals the truth behind the hidden burnout epidemic that strikes ambitious women law firm owners as they attempt to scale to seven figures. If you've been pushing harder and harder, but still feel stuck, drained, or ready to quit, this episode will help you reframe everything you thought you knew about growth. Discover why working more hours isn't the answer—and what to do instead. Davina shares a radically different path to success, one that energizes rather than exhausts. Tune in and learn how to shift from hustle to sustainable acceleration, and finally create the business—and life—you dreamed of when you first started your firm. Go here to listen: LINKS TO LOVE:Want to leave us a review on Apple Podcasts? We'd love it! Here's the link.Ready to scale your law firm to six or seven figures in 2025? Click here to apply and book a call with me.
“The most powerful person in the room is the most vulnerable.” This quote showcases Darryl Isaacs's most valuable technique that can set you apart from your competitors: vulnerability. In this episode, LAWsome hosts Tanner Jones and Matt Smyers invite Darryl Isaacs, the Kentucky Hammer, to discuss how raw emotion and vulnerability can be powerful tools in marketing. Darryl has been invested in marketing strategies since before he got out of law school. No matter where he was, he always knew how to create an instant connection. To this day, he uses strategies strengthened by what makes him unique: his personality. Listen to the latest episode of LAWsome to find out more about making yourself and your law firm stand out. You can connect with Darryl on his website and his LinkedIn. TLDR: In this episode, you will learn about How vulnerability makes you stand out from your competitors How raw emotion can improve your exposure rate to potential clients What affects humility will have on client connections
Daniel Rosenberg is a former prosecutor and defense attorney turned novelist who's turning real-life courtroom experience into gripping legal thrillers. In this episode, he shares how his background in acting and law helped him build a successful writing career, why COVID was the creative catalyst he needed, and how his novels teach readers about the legal system, without getting lost in legalese.LAWYER SIDE HUSTLESDaniel's side hustle as an author didn't just stem from a love of books—it came from lived experience. Drawing from real cases he prosecuted and defended, he built compelling plots that read like fiction but are grounded in courtroom realism. He even test-ran his early manuscripts with a jury of trusted friends and lawyers for feedback.“Write what you know… because I can spot right away someone who's never been in a courtroom,” Daniel Rosenberg shares in Episode 208 of You Are a LawyerHe also manages his own publishing relationships and book marketing, blending legal savvy with entrepreneurial spirit. From book signings to readings to podcast interviews, Daniel shows that you can take a legal career and build something entirely new, without leaving your skills behind.LISTEN TO LEARNHow courtroom experience can shape compelling legal thrillersWhy creative skills are valuable assets in a legal careerHow to write fiction that's both entertaining and educationalWE ALSO DISCUSSThe role of performance and storytelling in trial workHow Daniel's background in acting helped him excel in law and writingPractical advice for lawyers who want to write books or pursue creative pathsJoin the FREE mailing list!Get behind-the-scenes content from You Are A Lawyer. 1) Visit www.youarealawyer.com2) Add your email address to the Subscribe pop-up box OR3) Enter your email address on the right side of the screen4) Get emails from me (I won't fill your inbox with junk)!Interact with You Are A LawyerKyla Denanyoh hosts the You Are A Lawyer podcast. Follow the podcast:YouTube: https://www.youtube.com/@youarealawyerWebsite: https://www.youarealawyer.com