Podcasts about law firms

The Secret to Law Firm Success No One is Talking About

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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 special episode of The Lawyers Weekly Show, produced in partnership with Cybertify, we unpack why legal practices are increasingly such attractive targets for cyber criminals, the ways they get past defences, and what firms can do to ensure that the “doors are locked”. Host Jerome Doraisamy speaks with William Welch, the principal solutions architect for the legal sector and AI security at Cybertify, about who the company is and the work he does, why the risks inherent with cyber security are so much more prominent for Australian law firms at present, why every business is a potential target, the need for “locked doors”, why law firm owners aren't fully across the dangers, and the lessons and takeaways from recent breaches in the legal space. Welch also delves into what BigLaw practices need to be doing right now, ensuring systems are talking to each other properly and having the right point people, what SMEs must be doing at present, the questions those smaller firms need to be asking, overcoming concerns about being time-poor, understanding the changing landscape, and how best Cybertify can help. To learn more about Cybertify, click here.

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 […]

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 […] The post Dylan Wilbanks with Wilbanks Law Firm appeared first on Business RadioX ®.

Welcome to Ask the Lawyer, the program that gives youthe knowledge and power to protect yourself, your family, and your future. Each week, we dive into the issues that matter most to our community—in this episode, it's understanding your rights when it comes to tracking ICE, navigating the challenges of divorce and debt, or planning your estate to leave an inheritance for your children.We also shine a light on justice, like helping the victimsof immigration fraud committed by individuals such as Arleigh Louison, reminding our community that you do not have to face these battles alone.The message is simple: don't try to handle complicated legalissues on your own. Don't gamble with your future. Get the help you deserve from the experienced team at the Law Firm of Figeroux & Associates. With the right attorney on your side, there is always a way forward.#AskTheLawyerNow#FigerouxAndAssociates#ProtectYourFuture#LegalHelpMatters #JusticeForAll#StopImmigrationFraud#KnowYourRights#ProtectImmigrants#DivorceHelp#DebtRelief#FamilyLawMatters#EstatePlanning#ProtectYourLegacy#InheritancePlanning#PlanForTheFuture#JusticeForAll#ProtectYourFuture#LegalHelpMatters

Secret Personal Injury Law Firm Tax Strategy.

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

Law firm owners are leaving money on the table, and tax strategist Karen Quintanilla explains why. In this episode, Karen joins Kevin Daisey to share powerful tax planning strategies for law firms, including the Augusta Rule (280A), cost segregation, bonus depreciation, and creative ways to leverage accountable plans and family involvement. She also reveals her firm's bold guarantee to uncover $50K in tax savings within seven days, or pay you $1,000. Whether you're a personal injury firm handling large settlements or a growing boutique practice, these strategies can transform your cash flow and profitability.   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) - Law Firm Network: Managing Partners(00:00:32) - Law Firm Owners on Tax Talk(00:04:42) - How to Make Cash Flow Predictable at Your Firm(00:10:11) - Exit Plan for Law Firm Owners(00:11:26) - Augusta Rule for Law Firm Owners(00:17:11) - Tax Planning: The Key to Success(00:18:37) - How to Manage a Firm's Tax Returns(00:23:14) - How to Connect with Your CPA Firm(00:26:27) - CPA Network: Tax Planning and Compliance(00:31:15) - Taxes on Bonus Depreciation(00:33:00) - Karen Kings: Starting a Law Firm(00:37:38) - Kevin and Karen on The Dress

In this episode, Jeff and Brett speak with Adam Rossen, a former prosecutor turned visionary CEO of one of Florida's fastest-growing criminal defense firms. Adam shares his journey from solo practice to leading a multi-office team across South Florida, offering a candid look at the challenges and breakthroughs that shaped the Rossen Law Firm's unique culture and client-first approach.  If you're a lawyer thinking about leadership, growth, or just building a career that aligns with who you are, this is one episode you won't want to miss.Visit the Rossen Law Firm to learn more about them. Streaming on  YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.

Episode Summary: In this episode of Legal Marketing Happy Hour, host Elisza Lambert sits down with Jim Hayes, Chief Revenue Officer at Above the Bar Marketing, to discuss how law firms can get the most from their paid advertising strategies. Jim breaks down the key differences between pay-per-click (PPC) and Google Local Service Ads (LSAs), explains why a hybrid approach is often the smartest investment, and shares the most common mistakes law firms make when launching campaigns. The conversation covers intake processes, negative keywords, budget planning, and how to protect return on ad spend in a highly competitive legal market. Key Timestamps: 00:01 – Show Introduction 02:05 – PPC vs. LSAs: how they appear and how firms are charged 06:12 – Which types of law firms benefit most from LSAs and PPC 10:40 – Why hybrid ad models matter for sustainable results 13:22 – Biggest mistakes firms make with PPC campaigns 17:30 – The importance of negative keywords and keyword match types 21:55 – Best practices for intake teams handling PPC and LSA leads 28:33 – Why fast human response is critical for ad-driven leads 33:45 – Recent Google updates and the future of AI-driven ads 37:20 – What a healthy monthly ad budget looks like for law firms 43:15 – The two most important fixes every firm should make immediately About the Show: Legal Marketing Happy Hour is a podcast dedicated to helping law firms grow smarter, faster, and more profitably. Hosted by Elisza Lambert, the show features tactical insights and candid conversations with industry leaders on the strategies that drive results in today's legal marketing landscape.  

Episode Summary: In this episode of Legal Marketing Happy Hour, host Jim Hayes, Chief Revenue Officer at Above the Bar Marketing, talks about one of the most significant shifts in Google Search—AI Overviews (AIO). Jim explains how these AI-generated summaries are changing the way potential clients find law firms online, the differences between AIO and traditional search results, and why high-quality, multi-platform content is now more important than ever. The conversation covers practical tips for improving visibility, the risks of misinformation, and how law firms can use AI tools strategically without compromising ethical obligations. Key Timestamps: 00:01 – Show introduction and topic overview 01:10 – What Google AI Overviews are and when they launched 02:44 – How AI Overviews differ from map pack and traditional search results 04:19 – Why some firms appear in AI Overviews while others do not 05:00 – Impact on local versus multi-location firms 06:31 – Key content signals Google uses for AI Overviews 08:00 – Why content distribution matters as much as content creation 10:00 – Risks of misinformation and ethical concerns for law firms 11:25 – Tactical advice for staying ahead of AI-driven search changes 14:09 – Closing thoughts and humor about AI impersonation About the Show: Legal Marketing Happy Hour delivers actionable strategies for law firms to grow smarter, faster, and more profitably in a changing digital landscape. Hosted by expert Jim Hayes, each episode provides insights into marketing trends, technology shifts, and the tools law firms need to compete online.  

Most law firm owners think scaling means working harder, hiring more people, or pushing through the chaos—but why does growth still feel unsustainable? They're pouring energy into complex systems, tolerating mediocrity, and wondering why progress is so slow. The truth is, they're making the same three fundamental mistakes that quietly sabotage their ability to scale.   In this second part of the series, based on The Science of Scaling by Dr. Benjamin Hardy, Melissa breaks down exactly what those mistakes are and how they show up in your firm. From avoiding goal setting altogether to pursuing conflicting priorities, these errors keep you stuck in linear growth patterns. She explains the psychology behind why your brain needs clear goals, what happens when you aim too low, and why having multiple competing objectives guarantees you won't scale.   Get full show notes, transcript, and more information here: https://www.velocitywork.com/325   Watch this episode on YouTube: https://youtube.com/@velocitywork

Charlie Jimerson is the founder and CEO of Jimerson Birr, a Florida-based business law firm with a national reputation for litigation, regulatory, and transactional work. He's also a U.S. Air Force veteran, a board-certified construction law attorney, and a widely recognized leader in the legal and business communities. Under his leadership, the firm has been repeatedly honored for its workplace culture, growth, and client service while representing various businesses of all sizes and scales as their go-to counsel for legal matters and comprehensive legal expertise, both inside and outside the courtroom.  From drafting and enforcing contracts, providing grounded executive-level advice, and collecting money owed, Charlie's extensive experience spans all phases of litigation, including alternative dispute resolution, settlement negotiations, and complex commercial cases. His career is distinguished by a rich tapestry of accomplishments that mirror his unwavering commitment to securing favorable outcomes for his clients and reflect a focus on service, quality, and results. Prior to founding Jimerson Birr, Charlie honed his skills and expertise at prominent  Jacksonville-based commercial litigation and construction law boutique law firms. He currently resides in Ortega with his wife, Ashley, their two children, and their Italian Greyhound dog, Olive. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM GROWTH  As a young lawyer, Charlie Jimerson had his pick of opportunities and began his career at a traditional Biglaw firm. But it didn't take long for him to feel disenchanted with what he saw—an industry clinging to outdated models that didn't truly serve clients. Not even four years into practice, Charlie founded Jimerson Birr as a values-driven law firm committed to doing things differently. He believed law firms could grow by focusing on service, quality, and results instead of billable hours and burnout. That conviction shaped his approach to building a practice centered on client needs, predictable pricing, and strong culture. By replacing outdated habits with clear processes and accountability, Charlie set out to prove that sustainable growth is possible without sacrificing relationships or outcomes. In this episode of The Lawyer's Edge podcast, Elise talks with Charlie about how rethinking the billable hour can fuel law firm growth. He shares how subscription pricing and disciplined processes create more value for clients, how AI can enhance efficiency without replacing human judgment, and why culture and leadership are essential to long-term success. Charlie also explains why he sees pressure as a privilege and why “the way it's always been done” is the most dangerous mindset holding firms back. 2:06 - The inspiration for Jimerson Birr's founding and identity 5:21 - Problems with the billable hours model of many legal organizations 9:12 - What's necessary for the legal industry to start retreating from the billable hour crutch 14:37 – Value-based and subscription pricing around four core areas and three package tiers 21:15 – Why there should still be room made for the billable hour when necessary 24:56 - Three biggest things learned from client surveys that impacted changes within the firm  27:43 - How Charlie uses AI to enhance his organization's practice  32:20 - Hiring principles and cultural philosophy of Jimerson Birr 34:45 – Why Charlie views pressure as a privilege and its impact on his choices 37:28 - Essentials to focus on and the mentality law firm leaders need to reject so the industry can evolve MENTIONED IN RETHINKING THE BILLABLE HOUR FOR SUSTAINABLE LAW FIRM GROWTH Jimerson Birr | LinkedIn | Facebook | Instagram | Youtube Follow Charlie B. Jimerson on LinkedIn Process! How Discipline and Consistency Will Set You and Your Business Free by Mike Paton and Lisa González Books by Gino Wickman 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.

Knowledge work hides in ways that physical work never could. That invisibility creates a dangerous pattern: you say yes to one more matter and before you know it, your entire team operates beyond capacity. In this episode, I use real examples from law firms using Kanban boards to demonstrate how making your work visible can fundamentally change how your team coordinates, communicates, and makes decisions about your capacity.Get full show notes, transcript, and more information here: https://www.agileattorney.com/85Mentioned 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

The Big Four accounting firm KPMG has taken advantage of relaxed rules in Arizona to start a law firm there, but the company has broader ambitions outside of the state. KPMG says it doesn't want to compete with established players in the legal industry, but Big Law leaders are privately expressing concerns. That's according to Justin Henry, a Bloomberg Law reporter who's the guest on today's episode of our podcast, On The Merits. Henry talks about the legal work KPMG can do now and about the open question of whether it can operate outside of the Grand Canyon State. He also talks about the measures KPMG has taken to insulate its new law firm from the rest of its company, including having lawyers use separate entrances and exits at its Tempe, Ariz., office. Do you have feedback on this episode of On The Merits? Give us a call and leave a voicemail at 703-341-3690.

This episode is designed to inform risk professionals, adjusters, and attorneys on how to effectively reduce exposure in New Jersey Workers' Compensation (https://loisllc.com/practice/new-jersey-workers-compensation-defense/) cases by applying risk transfer best practices - covering essential topics such as third-party recovery, lien rights, reimbursement calculations, and subrogation under Section 40. Greg Lois (https://loisllc.com/attorney/greg-lois/) will help you learn how to navigate the complexities of New Jersey's workers' compensation laws, maximize recovery from third-party settlements, and leverage third-party actions to achieve favorable outcomes in workers' compensation cases. The episode emphasizes the importance of staying in control of the case, perfecting lien rights, and understanding the nuances of recoveries subject to a lien. By following these best practices, professionals can effectively manage risk and reduce exposure in workers' compensation cases. How to attend these webinars live and ask questions Join us for our monthly webinars on New York and New Jersey workers' compensation law. Register for a New York Workers' Compensation Webinar (https://loisllc.com/webinar-series/new-york-workers-compensation/) Register for a New Jersey Workers' Compensation Webinar (https://loisllc.com/webinar-series/new-jersey-workers-compensation/) Schedules and Information Handout materials are provided in advance of each session. The webinar courses follow the "life cycle" of a claim and correspond to chapters in the Workers' Compensation Handbooks (https://loisllc.com/publications/) offered by the Firm. Disclaimer This webinar is not legal advice! The materials presented by this webinar/podcast and any affiliated website are for informational purposes only and are not offered as legal advice as to any particular matter. No viewer/listener/reader should act on the basis of these materials without seeking appropriate professional advice as to the particular facts and applicable law involved. The materials are not represented to be correct, complete, or up-to-date. Opinions presented by this video/podcast are the opinions of the author. Neither the use of this web site nor the transfer of information to or from this web site shall create or constitute an attorney-client relationship between Greg Lois, the presenter in the video/podcast, or LOIS LAW FIRM LLC and any person. You should not send any confidential information to this web site until after you have entered into a written agreement for the performance of legal services.

Episode Summary In this episode of the Scalable Law Podcast, I'm joined by my good friend and past Accelerator member, Kristen Porter. Kristen is the founder of Oh No Legal, a law firm that grew nationally during the COVID years, and more recently, she launched Zenovate Marketing, a digital marketing agency built specifically to help law firm owners grow. Kristen shares her journey of starting her firm out of necessity, why she chose to niche down into the real estate industry, and how that decision not only made her practice easier to run but also made her marketing more powerful. We also talk about the frustrations law firm owners face when outsourcing marketing, and why she created Zenovate to be a trusted solution that understands the legal profession. If you want to hear how niching, list building, and smart digital strategies can change the game for your firm, you'll love this conversation. What You'll Learn in This Episode Why Kristen decided to start her own law firm and how it grew quickly through digital marketing How list building, webinars, and lead magnets transformed her pipeline without relying on referrals Why niching made her law practice easier to run and more profitable How different client personalities within one niche call for different service models What led Kristen to launch Zenovate Marketing and why law firms need marketing support that actually understands the profession The importance of deep brand positioning and copywriting for law firm growth and freedom Quotes from the Episode “Our law firm growth is totally dependent on our digital marketing. For a long time, we didn't even use paid ads, we built everything through organic list building and partnerships.” “Nicheing makes everything easier. Your practice becomes smoother, your marketing clearer, and other professionals see you as the expert.” “Copy is what converts. Your logo and design make you look professional, but the words you use are what actually bring in the right clients.” Links and Resources Learn more about Kristen's marketing agency: Zenovate Marketing Connect with me at Scalable Law for programs and resources on law firm growth and law firm freedom Explore the Scalable Business Lounge for support, training, and a community of law firm owners Share the Value If you enjoyed this episode, share it with a fellow law firm owner who would find it valuable. And don't forget to hit follow on Apple Podcasts or Spotify so you never miss an episode. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

How I Saved a Law Firm Owner $34,181 in Taxes in 15 Minutes

This week on Spaghetti on the Wall, we're joined by Kellam T. Parks, a Managing Member of Parks Zeigler, PLLC—a paperless, tech-driven law firm with offices across Virginia and North Carolina. With 25 years of experience, Kellam focuses his practice on Cybersecurity/Data Privacy and complex Family Law and Civil Litigation. Beyond running a thriving firm, he also founded The MOTIVATEd Lawyer, a coaching business that helps attorneys align their practices with their personal goals, avoid costly mistakes, and build sustainable success. From law firm landmines to the future of technology in legal practice, Kellam brings insights every lawyer and entrepreneur needs to hear.

This week on Spaghetti on the Wall, we're joined by Jeff Hampton—attorney, entrepreneur, and digital marketing strategist who scaled two multi–seven figure law firms using the power of YouTube™. Jeff's channel, Hampton Law, has over 478,000 subscribers and generates 200+ local leads every month through evergreen video content. He now runs the YouTube™ Rainmakers program, helping attorneys and entrepreneurs turn video into a nonstop client-attracting machine.

Ready to take your law firm to the next level? This high-energy episode with Charley Mann, founder of Law Firm Alchemy, reveals the marketing and mindset shifts that separate thriving firms from struggling ones.From mastering referral marketing and crafting irresistible social media ads to avoiding SEO pitfalls and adopting a true CEO mindset, Sam Mollaei and Charley deliver strategies you can implement immediately. This isn't just inspiration—it's your roadmap to building a firm that thrives on trust, innovation, and unparalleled client service.Your next level is waiting. Tune in, take notes, and get ready to lead your law firm to success. Let's dive in!Key Takeaways from Sam and Charley:1. Referral Marketing as a Cornerstone for Law FirmsReferral marketing remains the most reliable strategy for law firms, especially in consumer-focused areas.It requires consistent relationship-building through personalized outreach, making a well-maintained contact list indispensable.2. Effectiveness of Social Media AdsSocial media ads on platforms like Meta, TikTok, and YouTube yield high ROI with precise targeting and clear messaging.Rigorous testing of lead forms and ad copy ensures better lead quality and optimized results.3. Pitfalls in SEO and Digital MarketingSEO often provides poor ROI compared to strategies like increasing client reviews or running ads.Law firms must own their digital assets, such as Google Analytics and websites, to retain control and ensure transparency.4. Consistency and Specialization in MarketingFocused efforts, like weekly emails and newsletters, build trust and keep firms top of mind.Mastering one platform or strategy before expanding helps maximize results and prevents inefficiency.5. Mindset for Success in Law Firm GrowthAn entrepreneurial mindset built on openness and adaptability is key to growth.By embracing challenges and staying consistent, successful law firm owners unlock both traditional and innovative opportunities. "When you go through the motion and start sharing [your ideas and knowledge] with the world, you enjoy it. You enjoy the process. Also, you level up when it comes to those fields, and it acts as a daily affirmation [and keeps you top of mind for your audience]." — Sam Mollaei"There is no actual gatekeeper. It is entirely incumbent on you to say, 'I'm allowed to control my future...to communicate with people...to market myself...to provide a level of quality in my services [that seems of an absurd degree of value].' You get to make all those choices." — Charley MannGet in touch with Charley Mann:Website: https://www.lawfirmalchemy.com/LinkedIn: https://www.linkedin.com/in/charleymann/

In this follow-up to last week's On Record PR episode on partner leadership, host Jennifer Simpson Carr sits down again with Mark Beese, leadership consultant and member of Furia Rubel's International Faculty, to focus on the next generation of law firm leaders, including senior associates, junior partners, and rising stars preparing to take on leadership roles.

This Day in Legal History: John Locke BornOn August 29, 1632, John Locke was born in Wrington, England. A foundational figure in political philosophy, Locke's ideas on government, natural rights, and property would come to shape the ideological core of liberal democracies. His “Two Treatises of Government” advanced the notion that legitimate governments are founded on the consent of the governed and exist to protect life, liberty, and property. Locke's theory of property, rooted in the idea that individuals gain ownership by mixing their labor with natural resources, would have lasting effects not only in political theory but also in legal frameworks—particularly intellectual property law.Locke argued that since individuals own their labor, they also own the results of that labor. This labor-based theory of property acquisition later served as a philosophical underpinning for intellectual property rights, especially in Anglo-American legal systems. The notion that creators have a natural right to control and benefit from their intellectual creations echoes Locke's broader views on property. His influence is visible in early American legal thought, including the U.S. Constitution's provision empowering Congress to secure authors' and inventors' exclusive rights.Locke's work also fueled the American Revolution and the drafting of the Declaration of Independence, with Thomas Jefferson borrowing heavily from Locke's formulations on natural rights. Likewise, his theories permeated the French Revolution and the Declaration of the Rights of Man and of the Citizen. Beyond constitutional law, his legacy persists in modern debates about the balance between public access and private rights in intellectual property regimes. Locke's vision of a just legal order grounded in individual rights, voluntary association, and property remains central to contemporary legal theory.A federal judge will hold a hearing on whether to temporarily block President Donald Trump from firing Federal Reserve Governor Lisa Cook, who is challenging her removal in court. Cook argues that Trump lacks legal grounds for firing her, alleging that the justification—claims of past mortgage fraud—is a pretext tied to her refusal to lower interest rates. The Federal Reserve Act permits governors to be removed only “for cause,” though that term is undefined and has never been tested in court. Cook denies the fraud allegations and says even if true, the conduct occurred before she took office and should not qualify as cause for removal.Trump's administration argues that the allegations are sufficient to justify her dismissal and may also claim that legal limits on removing Fed governors infringe on the president's executive authority. The outcome of this case could significantly impact the perceived independence of the Fed and may ultimately be decided by the U.S. Supreme Court. A Biden-appointed judge, Jia Cobb, will first determine if Cook is likely to succeed on the merits and if her removal would cause irreparable harm. The decision could lead to a preliminary injunction, subject to appeal.Trump has already clashed with the Fed, particularly with Chair Jerome Powell, over interest rate policies and management decisions. Removing Cook would allow Trump to install a fourth member on the seven-seat board, potentially shifting its direction.Trump's firing of Fed Governor Cook could be blocked by US judge | ReutersThe national average score on the July 2025 Multistate Bar Exam (MBE) was the highest in over a decade, reaching 142.4—the best performance since 2013, excluding pandemic-altered years. The MBE, which accounts for half of a bar taker's score in most states, is a key component of the U.S. bar exam. The National Conference of Bar Examiners expects the slight uptick in scores to translate into modestly higher pass rates across jurisdictions.This marks the third consecutive year of improvement for July test-takers, in contrast to the February bar exam, which continues to show declining performance. February 2025 saw a record low MBE average of 130.8, partly due to California's decision to use its own bar exam for that session—a move that backfired due to widespread logistical issues. The California Supreme Court has since ordered the state to resume using the MBE starting in July.As states begin releasing July results, optimism is growing among recent law graduates. However, the disparity between February and July results highlights persistent challenges for repeat test-takers and bar exam policy shifts across jurisdictions.US national bar exam scores hit 12-year high | ReutersMajor U.S. law firms saw strong revenue and profit growth in the first half of 2025, fueled by a sharp rise in billing rates—up 9.2% on average. This surge helped offset rapidly increasing expenses, particularly those tied to attorney compensation and the adoption of artificial intelligence tools. Overhead costs excluding lawyer pay rose by 8.6%, while total expenses, including compensation, were up 9.5%. Despite heavy investment in generative AI, firms haven't realized cost savings yet, as they're still maintaining full legal staffing alongside the new technology.Top partners at elite firms, such as Milbank and Quinn Emanuel, are now charging more than $3,000 per hour, with Milbank's Neal Katyal commanding $3,250. Experts note that while AI may one day disrupt the traditional billable hour model, that shift hasn't materialized yet—echoing past predictions during earlier tech changes that never fully played out. Still, some consultants believe AI may eventually push firms toward flat-fee or project-based pricing, especially as AI becomes capable of completing tasks in minutes that previously took hours.Meanwhile, law firm expenses are also climbing due to higher real estate costs and professional liability insurance. The legal talent pipeline remains strong, with law school applicants up 18% year-over-year and recent graduates enjoying a record-high 93.4% employment rate.Law firm rates, revenues soar but costs pile up in AI era | ReutersA federal judge has dismissed University of Pennsylvania law professor Amy Wax's lawsuit claiming racial discrimination in response to university sanctions against her. Wax, who is white, alleged that UPenn treated her unfairly based on race when it suspended her for a year with half pay over a pattern of controversial public comments about minority groups. Judge Timothy Savage ruled that her claims were “implausible,” noting that she failed to show how her race influenced the disciplinary process or the charges brought against her.Wax argued the university disproportionately disciplines white faculty for speech-related conduct while overlooking similar actions by faculty of color. However, the court found her comparisons to other UPenn speakers flawed, as those individuals had not repeatedly made derogatory remarks about minorities. The ruling follows an earlier denial of Wax's request for a preliminary injunction, where the court found she hadn't proven that the suspension would cause her lasting professional harm.Wax has long been a polarizing figure at Penn Law. Her 2017 op-ed favoring Anglo-Protestant cultural norms and later remarks about Black and Asian students drew widespread criticism. In 2018, she was barred from teaching required first-year courses, and in 2022, a faculty complaint sought a major sanction after she suggested the U.S. would be better off with fewer Asian immigrants.Judge tosses law professor Amy Wax's bias lawsuit over UPenn sanctions | ReutersThis week's closing theme is by Wolfgang Amadeus Mozart, a composer of some note.This week's closing theme is Mozart's Piano Sonata No. 11 in A major, K. 331 – I. Andante grazioso, a work that showcases the clarity, grace, and inventiveness that define Mozart's style. Composed around 1783, likely in Vienna or Salzburg, this sonata is one of Mozart's most beloved keyboard pieces, notable for its departure from traditional sonata form. Instead of the expected fast-paced opening movement, Mozart begins with a theme and variations—a gentle, lilting Andante grazioso that unfolds with elegance and wit.Each variation adds a new layer of texture and character, giving performers the opportunity to explore contrasting articulations, ornamentation, and moods. The charm of the movement lies in its simplicity and restraint, traits Mozart uses not as limitations but as a foundation for subtle playfulness and sophistication. The theme itself is dance-like, with a lightly flowing triple meter that invites the listener in rather than demanding attention.While the final movement of this sonata—the famous "Rondo alla Turca"—often steals the spotlight, the opening movement contains just as much ingenuity and expressive depth. It's a window into Mozart's ability to transform formal conventions into personal, lyrical statements. This sonata was likely intended for his students or amateur musicians, yet it retains the masterful balance of accessibility and complexity that only Mozart could achieve.As we close this week, the Andante grazioso reminds us that refinement doesn't require grandeur, and that musical beauty often lies in the quiet unfolding of a well-turned phrase.Without further ado, Mozart's Piano Sonata No. 11 in A major, K. 331 – I. Andante grazioso, enjoy! 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

What if doing more is the very reason your firm isn't growing? In this episode of The Game Changing Attorney Podcast, Michael and Jessica Mogill answer law firm owners' toughest questions — from why growth efforts aren't paying off, to why adding more people doesn't always solve capacity problems, to how firms can avoid drowning in their own processes. Along the way, Michael shares how a new gardening hobby surprisingly mirrors the discipline it takes to build and scale a thriving practice. Here's what you'll learn: Why spreading your attention across too many initiatives will slow your progress — and how to concentrate resources for real growth The trap of “throwing bodies at problems” and how to use data-driven capacity planning instead of guesswork How successful firms simplify processes to maintain quality without getting buried in bureaucracy If you want your firm to grow, it's time to cut the noise and double down on what matters. ---- Show Notes: 02:12 – Michael's new gardening hobby and what it reveals about balance and focus 07:50 – Why spreading resources too thin stalls growth 09:36 – The gardening lesson that proves focus beats diversification 10:58 – Why every marketing channel works — and what really determines success 13:47 – The trap of “throwing bodies at problems” and why capacity must be data-driven 17:18 – Hiring without clarity: why adding people often increases complexity 18:48 – How firms unintentionally create bureaucracy as they grow 20:23 – The power of auditing processes and running a “stop doing” list ---- Links & Resources: The Three-Body Problem (Netflix) The Three-Body Problem book series by Cixin Liu Garden with a Y (Indoor hydroponic gardening system) ---- 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: 387. AMMA — Stop Cleaning Up Their Mess: The Secret to a Self-Sufficient Team 382. What It Takes to Build a $100M Legal Business 375. AMMA — Stop Being The Bottleneck: Lead Your Firm Without Being Needed

Watch the YouTube version of this episode HEREAre you looking for help on how to grow and market your firm? In this episode of the Maximum Lawyer, Tyson interviews Travis Hoechlin and Vaidas Cikotas about how law firms can grow beyond referrals by embracing modern marketing strategies. They highlight the risks of relying solely on referrals, the need for a strong online presence, and the importance of effective intake processes. Solely relying on referrals can limit the growth of a law firm. It is important to diversify clientele and how you get revenue. For some, relying on referrals means a firm doesn't need to take time to update their website or care about how they are perceived to people trying to figure out more. This can really become problematic because referrals are not always guaranteed and you are missing out on a large portion of people who you could engage with.Though marketing is an important aspect of a firm, poor processes can make efforts useless. You can market your firm to the point where you are getting a lot of calls and interest. But, if your intake process is not good or your staff are not on top of the phone line, you are losing interest from people who are going off of first impressions. It is important to establish good intake processes to ensure your firm can flourish.Take a listen to learn more!05:41 Risks of Referral-Only Growth09:22 Catching Up After Neglecting Marketing 12:56 Short-Term vs. Long-Term Marketing Strategies17:58 Why Marketing Efforts Sometimes Fail24:20 Improving Intake and Staff Training 27:51 Website Conversion Optimization TipsTune in to today's episode and checkout the full show notes here. Connect with RizeUp Media:Website  Instagram  Facebook  LinkedinX 

In episode #575 of  Lawyerist Podcast, learn how to move beyond daily overwhelm and lead your firm with clarity, confidence, and vision as Stephanie Everett talks with Lawyerist Lab business strategist Chad Fox. Chad explains why so many lawyers get stuck in the weeds of $20/hour tasks instead of focusing on high-value CEO work, and how a mindset shift can create immediate clarity and hope. Together they explore the journey from business operator to business owner, the importance of dreaming bigger than what feels “realistic,” and how to delegate effectively without guilt. Real-life success stories highlight attorneys who have built thriving teams, scaled their practices, and reclaimed freedom, offering both inspiration and actionable strategies for sustainable law firm growth.    Listen to our other episodes on Law Firm Leadership:  #569 Your Head Is a Crappy Office, and Other GTD Principles for Attorneys, with David Allen Apple | Spotify | LTN  #564 The Gift in the Struggle: Leveraging Emotional Intelligence for Growth, with Sara Muender Apple | Spotify | LTN  #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze  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 – Introduction: Creating Space to Think Differently  06:16 – Meet Chad Fox  07:12 – The Overwhelm Stage  08:33 – Finding Hope Through Clarity  11:24 – Dreaming Big Beyond ‘What's Realistic'  15:00 – From Operator to Owner  17:09 – Building Teams & Managing Perceptions  20:16 – The $20 Task Trap  23:44 – What Being a CEO Lawyer Looks Like  25:50 – Success Story: From Chaos to Growth  26:50 – Final Takeaway: It Doesn't Have to Be So Hard 

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This week, Ben speaks with John Anthony Smith, Founder and CSO at Fenix24, about why law firms are falling behind on recovery readiness as human-operated attacks continue to rise. Ben also shares insights on a hack impacting the federal court system, while Dave takes a look at a Michigan Supreme Court ruling on digital device fishing. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney.  Complete our annual ⁠⁠⁠⁠⁠audience survey⁠⁠⁠⁠⁠ before August 31. Links to today's stories: ⁠50% of Law Firms are Inadequately Prepared for a Ransomware Incident. Senator castigates federal judiciary for ignoring “basic cybersecurity” Fourth Amendment Victory: Michigan Supreme Court Reins in Digital Device Fishing Expeditions ⁠Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Caveat Briefing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a weekly newsletter available exclusively to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠N2K Pro⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ members on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠N2K CyberWire's⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's ⁠⁠⁠⁠⁠⁠Caveat Briefing⁠⁠⁠⁠⁠⁠ covers how a whistleblower report is alleging DOGE copied millions of social security numbers to an unprotected cloud server. ⁠⁠⁠⁠⁠⁠⁠Curious about the details? Head over to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Caveat Briefing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠caveat@thecyberwire.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices

LA Catholic schools are on heightened alert in response to the shooting in Minneapolis. LA's City Council is putting off a decision on paying its homelessness lawyers. California's Supreme Court refuses to block the special election on Congressional redistricting. 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

What happens when AI gets faster than your legal team? In this episode, we're pulling back the curtain on the real disruption happening inside law firms, legal departments, and software giants. Microsoft's E.J. Bastien and Relativity's CTO Keith Carlson join David Cowen for a no-holds-barred conversation on AI's impact on legal strategy, workflows, careers and how everything is being redefined. If you're in legal, tech, ops, or just wondering what your job looks like in 24 months, this is the episode. Key Topics Covered: The AI Wake-Up Call: Why “change resistance” in legal is dead and what's replacing it The End of Legal Busywork: How AI is freeing up law firms for high-value thinking Billable Hour vs. Business Model: The quiet collapse of traditional legal pricing Speed to Insight: Why fast isn't fast enough anymore and how top teams are adapting Dark Data, Bright Future: New AI tools surfacing value where no one was looking Career Acceleration: Why critical thinkers, puzzle-solvers, and AI-curious pros are thriving The AI-Ready Org Chart: What the “firm of the future” looks like (hint: it's flatter and faster)

Title: When Real Estate Deals Go South: What to Do Next with Ted Patel Summary: In this podcast episode of “Decoding Cash Flow,” host Ted Patel interviews Seth Bradley, a securities attorney and real estate syndicator. They discuss the intricacies of raising capital for real estate investments and delve into the legal considerations that come into play, especially regarding compliance with SEC regulations. Seth shares his journey from a blue-collar background to becoming a successful attorney and real estate investor, providing a detailed account of his experiences in syndication and capital raising. The conversation covers topics such as the importance of being an active partner in syndications, the evolution of his investment strategy from small multifamily properties to larger syndications, and the rise of fund of funds models. Seth emphasizes the necessity for investors to understand legal documents and outlines key strategies for successful capital raising. This episode serves as a valuable resource for both passive and active investors looking to navigate the complex world of real estate investment. Links to listen and subscribe: https://www.buzzsprout.com/2104713/episodes/15911080-ep-153-leveraging-legal-expertise-for-investment-success-with-seth-bradley Links to watch and subscribe: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s Bullet Point Highlights: Securities Compliance: Understanding the legal framework is crucial when raising capital to avoid issues with the SEC. Transitioning to Syndication: Seth discusses moving from small investments to syndication, emphasizing a progressive approach. Legal Documents: The importance of reviewing legal documents and understanding what to look for to avoid pitfalls. Network Importance: Leveraging existing networks can significantly boost initial capital raising efforts. Fund of Funds: Exploring how the fund of funds model offers a structured way to raise capital while adhering to regulations. Investor Communication: Maintaining regular communication with investors leads to referrals and sustained relationships. Future Trends: Insights into potential changes in the real estate syndication market depending on political climate and economic factors.   Transcript: you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state   commission are you looking to achieve massive success in your life without dealing with costly investment nightmares if yes then this is the podcast for you here we provide engineers and busy professionals all the secrets and strategies to create multiple streams of income build generational wealth and live a meaningful Life by Design here's your host Ted Patel welcome back to another episode of decoding cash fla podcast and today we have a very special guest Seth Bradley who is a Securities attorney and   a real estate syndicator he's a chief legal officer at tribe West and a managing partner at rise law and law Capital Partners uh Seth is also a host of passive income attorney podcast and uh today we'll like to you know get his perspective on as an attorney I would say uh on the ways different ways to raise capitals and you know what to look into or where to be careful why is why rais Capital Etc so we'll dive deep into those aspect as well as touch based upon uh the pros and cons of passive income   so uh Seth welcome to decoding cash flow it's a pleasure having you on the show Absolutely Ted really appreciate you having me on man looking forward to it all right great so said before we uh dive deep into your Niche uh can you give our listeners a little bit background about yourself what do you do and how did you get started in the real estate for sure man I I'll give you the expedited version but um you know I grew up in West Virginia grew up blue collar my dad was a coal miner he's a retired   coal miner my mom's a retired school teacher so you know I didn't come from a an entrepreneurship or a real estate background uh blue collar background and you know that kind of sent me into a path of you know full-time W2 and trying to figure out what the best job I can get because I didn't really think of you know entrepreneurship and owning assets and things like that were really an option um so I went into med school um hated it I went for about a year and a half uh dropped out on my own valtion um   ended up actually getting my MBA after that and then into law school where I really started to thrive I really liked law school a lot I liked you know I never wanted to litigate but I was always interested in business and transactions and real estate and those sorts of things so um getting that that legal background gave me kind of that really solid foundation to you know honestly at a young age getting myself into into doors uh where I probably didn't belong you know when you say you're an attorney you're a real estate   attorney or Securities attorney um you know when you're younger it's like oh really that's really cool um and you kind of you know eat your foot in the door so that's really how I got started um I worked in big law for about six six almost seven years um worked at most recently uh one of the top three law firms in the world um uh you know it it was a great experience gave me a really good background and foundation on Securities Law and kind of that that highest level of sophistication and transactions um and you know allowed me   to you know save a little bit of money and really kind of start going out on my own and start purchasing real estate and start investing in syndications passively and then actively um and then eventually start my own firm uh my own Boutique Securities Law Firm that's awesome I love it so you know a lot of people uh you know they they start their investment journey by maybe at at the initial level they buy a small multif family or do a Fix and Flip you know uh how how did you manage to get into syndication directly or what   what what was the path that you took you know what inspired you to get into syndication directly while being an attorney in sort of going through through the normal route of you know starting small and then getting into multi family syndication yeah well I'll tell you what Ted I actually took a I took the traditional route man I started you know like a lot of people do I started really small I started listening to Bigger Pockets right you listen to Bigger Pockets you started thinking oh I've got to uh own rental property so um   as soon as I got my first big Law Firm job I actually house hacked into a duplex lived in one half uh my wife was flexible enough with me to be able to do that so she didn't mind living in a duplex and living in one half renting the other half out and having them pay the mortgage and that was kind of the beginning and then I just started um like a lot of people uh you know doing fix and flips and doing fixing buy and holds and wholesaling a little bit here and there and then moving your way up to   uh you know small multif family and then as I got more sophisticated as an investor and more sophisticated as an attorney and started looking at the clients that I have because I'm working at Big law firms and you know these clients are the folks like like us now right like they're taking down you know $20 million properties hundred million funds things like that um and you just start thinking man I'm I'm not thinking big enough um I need to go bigger how do I do that um you know having that attorney background in real estate   Securities really helped me out um but I was still kind of you know a little bit hesitant I didn't really know that side of the business I knew the legal side I knew the closing side but I didn't know the business side um so I started investing passively first and that was after I spoke to some people and they said that's probably the best thing to do you know I had a good job so I I was able to afford it so I invested passively in some deals kind of got my feet wet that way started to understand   from you know the investor standpoint what that looked like to invest in a in a syndication or a fund and then at that point I realized hey I I can do this um so I actually started leveraging my Securities background um to partner with other operators um and get an equity position in the company um you know bringing in investors I'm doing the due diligence doing the uh some of the underwriting and and then also you know bringing my Securities uh Securities skills of the table which everybody needs when they're raising   capital okay all right that sounds great man so so you did take a traditional route as you mentioned right you yeah maybe maybe didn't uh you know stay in that U uh field for quite long time you just jump to syndication yeah pretty quick hacking yeah pretty quick yeah yeah I mean I built a small portfolio and like I said went into some smaller multifamilies maybe took about three or four years and I started investing passively and then you know by the time I started investing passively I was already looking to go to   the active side within you know a couple of months so are you an attorney do you still practice law I do um kind of as a you know it's not like a a full-time gig but I do have my own Boutique Law Firm raise law where you know I I you know if it's down the middle I'll take on the work um you know if it's a real estate syndication if it's a real estate fund or it's a fund of fund I put those together for people U you know I've been doing that for you know over a decade now so it's like breaking sticks at this   point but I've really been able to leverage my uh Securities attorney background to um some of these other positions with uh startups so startups are really exciting for me um you know they've those are home run swings right like real estate is kind of like singles like let's let's hit singles let's keep that batting average High um you know these are you know a little bit safer they're secure um when you get into the startup world it's like your chance of failure is pretty high whereas real estate your chance of failure is on the   low side um but with with startups it's pretty high but you know that that kind of appeases my risk appetite um to get involved with these startups and I've been able to to like I said leverage my security skills and my background as a a syndicator and a fund manager um to become Chief legal officer for trib bestest so trib bestest um traditionally was a group investing platform and uh you know I was speaking at a conference in the bvis with uh Travis Smith who is the CEO and we really just hit it off   and our wives hit it off and you know they were trying to Pivot from this group investing platform to um you know try to try to enter the Securities and the syndication market and I and they were looking at like a cgp model and I said look Travis this this is going to fun funds right like you know this was this was about a year and a half ago um some things were going on in background with the SEC uh doing some investigations and things like that for some well-known folks and you know the market was starting to to see hey we   need to we need to start paying more attention to these Securities regulations and maybe get away from the cgp model and the solution all along has always been fund of funds it's just fund of funds is expensive it's hard to put together it's you know all those different things um but what we've done to try best is be able to kind of package that into a fun fun in a box all right yeah we'll we'll speak um get more uh into that fun of fund models you know but before we dive deep into that I just wanted to che check few   things like you you mentioned uh startups so in addition to the real estate you also do raise capital for the startups is that so so I'm not raising capital for the startups I'm actually uh fractional clo for not only tribe vest but two other startups one called clavis which is also a real estate uh technology software platform um and then stack rck battery which is a battery manufacturing company so think um you know Tesla power wall it's similar to that it's actually a newer technology that we use a more powerful   technology um but it's very similar in nature where you pair that with solar so we're we're a solar manufacturing or a battery Manufacturing Company um and again these are you know these are I would call them somewhat mature startups in in that world I mean um you know we're well over a million and a half in revenue of a stack rack and um we just went live with a fully automated software with with clavis and then triest is of is is really headed towards series a right now so you know all three of them are progressing really   well um and looking forward to seeing how I can help help ignite that okay sounds good man all right so now moving on to this uh triest right tell me something about uh a little bit more about what do you do at Tri like you said you have a fund in the Box model yeah now uh so so any any group of investors they can come together create their own fund and they can invest in a operators fund is is that though how it works with triest yeah to a certain extent I mean I think it it helps to think about kind of   the history of group investing so traditionally tested what they called group investing it's more similar what you described let's say me you and three buddies put in 100,000 bucks and we've got 500,000 bucks now to get over maybe an investment minimum to invest in a syndication or a fund um and that's it so we just we leveraged each other's Capital to um you know get into a deal at maybe a a large minimum or maybe that uh you know we got a bet we got better financial terms because we put together   half a million instead of investing 50,000 bucks or something um the the ISS is there is is no one gets paid right like we're all just putting our money together investing together and it's really set up like a joint venture we all have equal voting rights based on how much money we put in um you know we we make decisions together we all decided to invest in that one deal and we could all decide together to invest in a different deal if we actually want to um but nobody's getting paid um because when you start getting paid now   you're talking about Securities laws when you start getting paid you should be licensed or find an exemption so um you know you need a broker's dealer license or be in raia under certain circumstances so that's where you start getting into that um a lot more complicated when that starts to happen and that's what tribe vest pivoted to last year is hey we still have the group investing option but a lot of times what happens is one of those people in the group is the one doing all the work right like one of the person is the one   that found tribe vest and is like hey I found this platform I'm gonna let's all put our money together and then you know he's the one collecting the money and badgering people to you know do the distributions and the taxes and all those sorts of things there's somebody putting in some time and effort for that and they at some point they're like hey if I do this next time like I want to get paid for it but how can I do that um you have to find the right uh Capital raising vehicle to be able to legally   pay yourself and we've created that with trivest and that kind of coincided with what I mentioned earlier which was kind of the industry pivot away from the cgp model um when I say CP model I mean I mean the abuse of the cgp model you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active   partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state commissions and the solution to that is is well first of all just don't do it but the solution to it if you still want to raise capital is to create a fund of funds um but the problem with the fund of funds model is now these former cgps have all these new   responsibilities they have to find a Securities attorney they have to put together offering documents they have to find a CPA they have to start a business they have to get a business banking account they have to manage their investors they have to find a portal they have to do all the things that a a real active GP would normally have to do um but typically you know the the active partner is the one doing it for them now they have to do it all themselves so it's a lot more work so in short um it as you mentioned right cgps um they   need to be active in the syndication you know if you're Co GP and know any of the property you need to be active and I I also seen and you might have also seen uh there are certain projects where there are 10 or 15 different C GPS and only five or six takes responsibilities other are just you know raising fund for that uh particular property so this helps uh this model uh you know helps the inactive coach I would say Partners to get the fees that they need as well as raise Capital without getting into   Crosshair of s that's right that's right and the only reason that it's it's been going on for so long now and I'll say since like I'll say 2012 because that's when the jobs Act pass and you were starting to be able to advertise for um these syndication deals and things like that um is because real estate's been so fantastic right like it's been going up up up since the crash in 2008 um and nobody's nobody's suing anyone for the most part because their Investments are great right up until let's say that   little blip in 2020 from but then last year when the interest rates started going up some of these projects started to fail and that's when investors start getting angry because they're not getting you know their distributions and they start asking questions and that's when you're seeing people you know they're getting Capital calls and and they're starting to you know get sued by passive investors that's when these things start to fall apart because if if everybody's happy there's there's you know nobody's going   to get caught so to speak you know what I mean like nobody's going to find out that you raised Capital illegally unless somebody's upset and starting last year that's when people started getting upset and that's when you're starting to see some people um you know get exposed for raising capital in the wrong way what what are the fees that uh you can charge in this fund of fund model what kind of fees because as a cgp there are many different venues right you you can charge the finding fees operations   management fees uh at the end you can also take a part of the profit uh you know yeah so a lot of comes down to how you structure it right like these are these are very complicated Securities regulations that have a lot of layers on top of them because when you get into a fund of funds you're not just dealing with um what people are familiar with 506 C and 506b exemptions which are the 1930s acts you also get into the 1940s acts when you start dealing with fund of funds um and those are uh the invest the   investment advisor Act and the Investment Company act so there are lots of nuances to that and how you can get paid but if you're structured correctly you can get paid the same way so you can get paid an upfront fee you can get paid a um you know an ongoing annual fee percentage and you can get paid a profit split like basically all the same types of fees that you would collect as a cgp you can also collect as a fund manager but again there's a lot of nuances to that okay all right so um for for the new investors right   uh uh when when they start into this passive invest investment world you know uh they are you know they get a little intimidated by seeing all the different uh documents that the operator sends them uh the ppms and all the other legal documents right um and so based on your perspective like you know you're an attorney right so what what are the things that the investor needs to checking these legal documents to make sure there are no red flags or to be cautious of something what what are those things that you would like to   tell to our listeners for sure and it's tough right like these are not short documents I mean you know the the subscription booklet so to speak that includes let's say the subscription agreement the operating agreement and the the PPM it can be minimum 100 Pages it's probably going to be closer to 200 pages in totality and that's in intimidating I mean that's intimidating for myself who is an attorney let alone you know a passive investor that says hey I I thought I was just going to invest passively like this reading a   200-page legal document is not passive to me so you do need to be educated on kind of the things to look for and you know you should read the whole thing unfortunately I you should at least skim it over and the more you do it the more you'll get comfortable with it and the more when you see that see it the next time and the time after that you'll be able to get through it quicker and quicker because they all look you know they all have the the same basic parts but I you know I would say some things   to look for you know first of all make sure that everything matches so let's say the what call the offering memorandum or the pitch deck that the the marketing piece that the operator puts out you know they're going to have their projected returns their fees the proforma they're going to have some other information in there make sure that those numbers match the numbers in the PPM and the PPM is is a Disclosure document so it's a legal document but it's not it's not the final legal document the final document is going to   be the operating agreement so you really want to make sure that the the marketing piece or the pitch deck matches the PPM and the PPM matches what the operating agreement says and ultimately whatever the operating agreement says is what goes so if you take the time to read anything it should be the operating agreement even though that will probably be the hardest um hardest document to read because it will be completely in legal ease but that's the controlling document so if if the pitch deck says   something um and then the op agreement says another thing the operating agreement is what controls um so you know some big things to look out for are are voting rights you know typically as a passive investor you're not going to have a lot of voting rights but there should be some sort of a mechanism to remove the manager in very extreme circumstances so if there's you know some sort of gross negligence or fraud or misrepresentation or you know things like that then there should be a mechanism to um remove the manager and   that's usually done through some sort of a majority vote or super majority vote Plus you know proving that they did commit those actions um again it should be a pretty extreme case but there should be a mechanism there for that um obviously you know make sure that your Fe you know what the fees are going to be you need to know what fees you're paying you need to know um what that waterfall looks like meaning you need to know how you're going to get paid as the passive investor make sure you understand that and make sure it matches   your understanding and if you have questions about it make sure you ask the fund manager or ask the operator um to explain it to you in in um you know in non-legal e language so that you can understand it um and then on top of that you know another important thing that you're seeing nowadays is capital calls make sure you know what the capital call language is so if there's some sort of a a demand for Capital from the operator or from the fund manager what triggers that is it mandatory is it discretionary   um is it up to a vote it could be up to a vote um just make sure you know the mechanism for that and that you're comfortable with it yeah and if uh if your share gets diluted if you don't contribute to the capital call that's right that's right and it's perfectly fine to get diluted if you don't contribute I mean that's typical like if you don't contribute um you should get diluted right but what you need to look out for is if you get deluded Pro uh based on how much you didn't contribute which is fine um it's   typical but you'll see some uh penalty Provisions where you get diluted even more so than than prata and that's where it can be a problem um so just look out for those types of provisions and um in in these documents right the legal documents what if if you take fun of fund model if you take like separate 506b or C right what what are the extra documents in each of these sections that uh uh any any person who wants to start uh raising Capital uh needs to be aware of yeah so if you do a fund of fund you   you just have to think of it like it's your own syndication it's your own fund so you're going to have your own separate set of offering documents or subscription booklet whatever you want to call it so there's going to be two sets and looking at it from the passive investor standpoint if you're the passive investor that's going to be investing in the fun of fund there's going to be two of documents you're going to have to look at you're going to have to look at the fund of fund documents um which is going to have the   PPM the operating agreement and the subscription agreement and then you're also going to have to look at the offering documents for the um for the Target deal that the fun of fund is investing in so there's going to be two set so uh double the work um but you know there there are some benefits to that and obviously if you're investing in a fund of fund then you have a certain level of trust with that particular fund manager which is you know probably why you're investing with them anyways and sometimes you can get a   better deal I mean not all the time but every once in a while you can um so there you know you'll have to review two sets of offering documents but at the end of the day you know it's like I said you'll get better and better at as time goes by as a syndicator uh what what are the different uh assets that you are involved with I know multif family is there anything else that you do syndication for yeah I've done I've done a lot of different things um multif family I've done industrial I've done ret shopping   centers um RV parks um different funds right now um I'm actually doing a California U fund so accessory dwelling units so we're doing those in Riverside County it's a $20 million fund um and we're buying single family houses and turning it into a basically a three or four Plex um and sometimes you split the lot and you end up with six to eight units on that thing and they're incredible um it's it it's really the only thing you can get done here in California um with you know Little Resistance because everybody knows   California is the king of Regulation so but for some reason they think the adus are the the solution for the housing crisis out here so they let these things get permitted pretty quickly and it's an excellent opportunity it may be might be a short window but right now it's it's a fantastic uh fantastic asset right and uh so you only invest in California you're only focused or are you look at the other properties on out of state also oh I look out of state for sure this is actually the first thing   that I've done outside of you know a few single families and condos um in California generally I was I was one of those people that always said hey you can't really invest in California doesn't cash flow it never makees sense um I've actually came around quite a bit to that you know now that I'm I'm a more mature investor and you know you're in you're in New Jersey so you see like you know that big appreciation play as well um I just remember like bigger Pockets used to be they used to preach oh it's   all about cash flow right like you know all cash flow don't don't invest for appreciation but you need to invest for both I mean I think you need to invest for cash flow because you need to cover your bases I mean you don't want a negatively cash flowing asset that's for sure you don't want something that's going to cost you money but when you invest in places like New York and Coastal California and you know Beach areas things like that um City centers over the long run they're going to appreciate and they're going to   appreciate a lot I mean you might have you know more of a up and down um but at the end of the day it's going to be much higher whereas you know when you invest in which I do I invest in the midwest I invest in the South um those places a little bit more um you know subtle and they're going to increase in in price as well and in appreciation but it's just you know it's a lot more slow um and you might get a little bit more cash flow so you know I like to have a good mix but you know if if you're not strapped for   cash um and you're really trying to build long long-term wealth um that appreciation play is is really important absolutely I can't agree with you Mora because it's all about numbers right first of all yeah you don't don't have to have a negative cash as you mentioned uh the other thing is regardless of which state it is like California New Jersey New York uh of course you know there are some landlord friendly States some are not but as long as you know how to navigate those Waters you'll be fine for sure for sure and   then and you know obviously Force appreciation in everything I mean I don't buy anything that doesn't have some some upside from rolling up your sleeves for sure so um now you you are an ATT Securities attorney do you see in in in next few years do you see any uh any changes upcoming changes with regards to real estate indication like there are you know some more uh rules or you know coming in you know I I I don't want to get political but I I do think that politics have a a pretty big influence   on this um you know I I vote for policy um I don't vote for the the uh person I vote for the policy and I'm in business I'm in real estate so I like to vote for people that are going to be favorable for me so you know this recently proposed massive capital gains tax is absolutely insane to me so things like that really tough to tough to judge right but like you know if it let's say it does go towards um the Republican side let's just say that it it's known that there they want less government oversight um including the SEC um   because you've seen the SEC pick up in the last four years um with oversight you've seen it o you know increased um employees with the IRS things like that so that does influence things um especially with the SEC right because we're talking about syndications we're talking about funds it'll make people a little bit more uh trepid to do anything right um if if people if it's more of a free market and you know they're not too worried about the SEC you're going to see more business you're going to see   more funds you're going to see more syndications um you know looming is the capital gains thing that is huge that will that will be massive for the real estate market whichever way that goes now even if it even if it goes towards uh the left it's not to say that those laws are going to pass I mean that's that's going to be a really difficult thing to pass anyway ways but if it does that can that can dramatically influence it um and there are other things that are out of control as well I mean things   like um you know world wars like things like that you can't predict control you cannot predict those things so you really just you can't focus on politics you can't focus on things that are out of control you have to do what what you can do to to make yourself better and to better your business um but you know I I see the the Securities um the Securities industry um you know funds fun to funds raising capital for Real Estate those sorts of things I can only see it going up I mean there even even with some headwinds from   different things from different regulations or different things that are happening around the world um you know just there's a massive there's there there's a massive movement towards it so I think it'll continue to to go up over time okay all right so um before we get to the final round of questions I had one topic that I want to touch based upon you know you being a syndicator if you like to give a listeners a little bit uh overview on the strategies that you use to raise Capital sure sure man   um you know and I actually have a really good perspective working at tribe vest now because we deal with so many different uh Capital raisers and fund managers and Lead sponsors and we're getting to see who raises a lot of capital who doesn't who's able to perform who can't and you know you start to see the people that are successful and the people that are not and you know what we're trends that we're seeing are people that already have an existing Network are usually successful out of the gate right like if you're a doctor a   lawyer an engineer um maybe even a software engineer someone like that that already has a a wealthy Network those people are generally very successful at raising Capital because they have wealthy friends and it's easy for them to raise uh you know half a million bucks a million bucks out of the gate um that's number one but that only lasts for so long I mean number two once you kind of exhaust those resources you really need to focus on um referrals from those people that invested with you and hopefully you did a good job and you   keep your Communications up um which is really important too I should say that keeping those investor Communications are super important and hardly anybody does it you would you've got once they invest with you you got to fall up on regular basis that's right man provide the reports you wouldn't believe it I mean you would think that that that would be one of the easiest things but it's not because everybody has shiny object syndrome and as soon as you close a deal you're moving on to the next one   and you're not worried about those other investors well that's your best source of new investors are your current ones for referrals because if they give you a referral that's that's golden that's your easiest way um and then secondarily you're going to have to figure out a way to get in front of strangers and new investors so whatever that looks like if that looks like um going on other people's podcasts or starting your own podcast or speaking at events or um you know if you're a doctor start going to   conferences and just talking about um you know what you're investing in and what you're doing and the deals you're deals you're doing things like that you you've got to network you've got to get out there and you've got to figure out a way to get in front of of new people and and new potential investors any any specific uh um tools or you know softwares you recommend um you know me personally I I just use active campaign for my CRM um I've seen a bunch of people use different ones um go high level is great   as well because it's all in one so you can create your your emails your funnels CRM your courses if you have one you can manage a mastermind on there you can do it all on there um it doesn't do anything exceptional but it does everything pretty good so that's that's kind of the knock on it but yeah those are the two big ones that that I use same here I'm also good uh I'm I'm also into active campaign oh cool yep yeah yep that's a good tool yeah all right uh so uh Seth loving this conversation you know but uh I also need   to be mindful of your time so I would like to move on to the final round of questions uh is there anything else that you like to tell to a list us before we move to the final questions um I would just say you know I've seen this journey before I know a lot of your in your a lot of your listeners are passive investors and a lot of times when I give a keynote when I'm speaking it's a it's two passive investors so and I talk about the journey from passive investing to raising Capital um because that's kind   of the the natural progression it's like you invest passively for a while then your friends ask you about that deal and oh man where do you find these Investments blah blah blah and you know eventually you're like man maybe I can raise some Capital but you know doing that transition from passive investor to Capital razor um has never been easier right and especially with um you know I'm going to plug tribe here because it's a done for you product so when you have your five wealthy friends or your   10 wealthy friends that want to invest in a deal but you want to figure out how you can actually get paid for it legally triest does all the stuff that I was talking about doing before that's just a pain like getting your CPA getting a Securities attorney doing your offering documents starting a business we do all that for you we onboard your investors we do everything I mean it's it's a white glove service so you that didn't exist a few years ago um so it's it's easier than ever to make that transition   from passive investor to raising capital for somebody like you Ted that's awesome man uh you know it's always good to uh see like you know people simplifying the things less time less money less energy to put in and you get the same kind of returns and uh you know for sure yep uh let's move on to the final round of questions are you ready let's do it all right pretty easy ones okay so all right man I'll take your word for it better not stop me here so uh what are the main source of information main source of information   to learn and grow um you know I listen to a lot of podcasts I I do a lot of audio um if it's and especially like Audible for books and then podcast obviously for shorter content um and then if if I think it's a really good audible book then I'll actually buy the hard copy and and try to read it I won't say that I always get to it because I just don't have time but I like to listen to stuff while I'm working out and running and doing stuff like that um but mainly podcasts to just stay up up to date on   things and you know I've kind of actually gotten away from Real Estate specific podcast and more into like business things like um you know Alex horos and and those types of guys that talk about business generally I think it's a good flavor um to mix it up with awesome uh what is the one book that you'll recommend would had the most impact on your life or on your business yeah I mean you know it's Rich Dad Poor Dad I mean that's for sure I I'll say another one though because I would say everybody probably says that I   mean It Rich Dad Poor Dad definitely had the the most impact I mean it's I think it has that influence on a lot of people when they read that book they're like it's so simple but it just flips the light and it just changes the way that you look at kind of Life generally um but I would say this one it's a little flu flu but Miracle equation by Hal Hal Elrod um who did the miracle morning um this one came after that but it it's great because it's it just the the main line which is unwavering Faith plus   extraordinary effort equals Miracles I mean if you just kind of I use that as a mantra because it's like you know gets tough right like and you've got to be consistent and you've got to do it over and over again and when you're an entrepreneur or you're a business owner or even if you're an investor and you're trying to get out of your W2 you're 9 to5 like you don't know if it's going to have a happy ending so you have to have unwavering faith and if you do have that faith and you do keep putting in the   consistent effort it's going to work out in the end yeah absolutely I have read that book too it's one of my favorite also and all right so what is the one advice that you like to give to at least any business or investment advice yeah um pay for help pay for Speed um you know you can you can sit here and um figure it out yourself you can go to YouTube University you can go to chat GPT um you can listen to all the podcasts and read the books but nothing's going to accelerate your time like getting a coach or a mentor that's   already doing the things that you want to do um and don't be if you can't get them on board for free then pay them to do it um make sure you know what you're doing because a lot of people out there you know call themselves coaches and they're they're not they don't know what they're doing so be careful but if you find a good one don't be afraid to to pay money for that it it just blows my mind that you know people pay 40 50 $60,000 a year for a college education but then for you know a fourth of that   they could get direct Hands-On mentorship from somebody that's already doing exactly what they want to do and people don't want to do it it's you know they don't be afraid to pay for Speed don't be afraid to pay for help yeah just check out in detail what the coach has done for you know what exactly he's doing and what what he has done for different people yeah of course if it fits your yeah all right uh SE uh it was a pleasure talking to you and thanks a lot for all the details and information that   you provided to thanks Ted really appreciate it man oh before that I just missed one part how can decoding cash FL listeners get in touch with you for sure man I usually update my Links at Seth Paul bradley.com you can find all my social media links there and you can find links to tribe vest and and other things that I'm involved in if I'm raising capital for anything in particular but that's that's the best place to find all my links South paa bradley.com awesome man all right thanks a lot for   coming on the show my friend all right Ted appreciate it man thanks all right take it thanks for listening to decoding cash flow brought to you by Aster Capital if you found value in this episode then please share it with someone who you think could benefit from it and make sure to ask on what you've learned if you want Ted Patel to personally help you reach your goals then feel free to set up a one-on-one call with him also visit us at Aster capital.com for more free resources content of this podcast is for   informational purposes only as always please consult your own adviser before making any investment decisions or setting a course of action thanks again for joining us on this episode of decoding cash flow and we'll catch you in the next episode Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s https://www.linkedin.com/posts/astre-capital_astrecapital-podcast-finance-activity-7250610044331769857-4KgJ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAFY-6nMBbbX5J6KeuEtIMcA9tcRG4F_1ItE https://www.instagram.com/p/DA_3q-BOWJm/ https://x.com/AstreCapital/status/1844844972295741635 https://fb.watch/zpTx6laLaU/ https://www.linkedin.com/company/astre-capital/ https://www.facebook.com/AstreCapital/ https://x.com/AstreCapital https://www.instagram.com/astrecapital/ 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

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