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Leslie Richards joins Jennifer Simpson Carr to demystify GEO—generative engine optimization—and its impact on law firm marketing. From zero-click results to authority signals across the digital ecosystem, they unpack how AI summaries cite sources and what that means for traffic, reputation, and referrals.
The Lawyer Stories Podcast Episode 237 features David Craig, Founder and Managing Partner at Craig, Kelley & Faultless, LLC in Indianapolis, Indiana. David shares insights from decades of advocating for injury victims and dives into his new book, It's Never Been Easier to Hire the Wrong Attorney, which helps clients navigate today's legal landscape to make informed choices. In this episode, David reflects on what motivated him to write the book, the common mistakes people make when choosing legal representation, and how his firm has built a reputation for trust and results. He also discusses the values that drive his work, the importance of educating clients, and why every attorney should strive to raise the standards of the profession.
This week's episode is a little different. Raw. Real. And one of the MOST powerful stories we've ever shared on the podcast. I sat down with the incredible Kim Valentine — a powerhouse trial attorney who went from being homeless and addicted… To someone who now walks into the courtroom fully expressed, fully embodied, and fully herself.
In this powerful episode, Cinthia sits down with Davina Frederick, attorney, business strategist, and founder of Wealthy Woman Lawyer®, to explore what it really takes to grow a law firm beyond yourself and into a sustainable, million-dollar business. Davina shares her journey from burnt-out solo lawyer to thriving CEO and coach to hundreds of women law firm owners. Together, they unpack: Why most women lawyers struggle to hire — and how to shift your mindset The stages of growth in a law firm (and what to prioritize at each one) How to let go of perfectionism and build a team you actually trust The difference between doing client work vs. leading a business What your real job is as a law firm owner (hint: it's not just “being a lawyer”) How to choose marketing strategies that align with your strengths and stage of business Why Davina wrote her book The Wealthy Woman Lawyer's Guide to Law Firm Marketing in the Virtual Age — and how to get it for free If you're a woman growing a service-based business — especially in law — this episode is packed with honest insight, practical tools, and permission to do things your own way.
Most law firm owners struggle to get clients to refer, retain, or stay loyal… but what if a simple tactic could change everything?In this episode of Your Practice Mastered, I reveal the proven strategy that creates trust, loyalty, and repeat business with clients, staff, referral partners, and vendors.Law firm owners who try to grow their firm often make the mistake of relying only on automation, software, or digital tools. The truth? Real human connection drives growth. In this video, you'll discover why personal gestures trigger oxytocin, the brain chemical that builds trust and connection with your clients and teamI will share the exact framework I use to improve relations with clients, referral partners, and staff without wasting hours. Including how small law firm owners can turn a simple analog system into more referrals, higher client satisfaction, and long-term growthIf you want to stop spinning your wheels, finally reclaim your time, and grow your law firm profitably by building loyalty the right way, this episode is for you.For more law firm growth strategies, team-building techniques, and free tools for small law firm owners, visit thelawfirmsecret.com and join our community of ambitious law firm owners who are scaling smarter, not harder.
In this episode of Ask the Lawyer, we bring you thelatest immigration news, including USCIS's first changes to the naturalization test. And we'll explore The Path to Legalization – With or Without Inspection, giving you the insights you need to better understand your options. Be sure to share this important information with your family and friends. Stay tuned—this is Ask the Lawyer, brought to you bythe Law Firm of Figeroux & Associates, a full-service law firm proudly serving our community.To schedule a consultation:Call: 855-768-8845 Visit: www.askthelawyer.us#ImmigrationNews #USCIS #Naturalization #ImmigrationLaw#ImmigrantRights #JusticeForAll#KnowYourRights #ImmigrantVoices #FamilyImmigration#CommunitySupport #LegalHelp #LegalAdvice #LawFirm#PathToLegalStatus #ImmigrationOptions #AskTheLawyerNow#FigerouxAndAssociates #ProtectYourFuture
In this episode of The Managing Partners Podcast, Kevin Daisey sits down with Lexlee Overton, founder of Mind Over Law, to discuss how law firm leaders can avoid burnout and build resilient, high-performing teams. Lexlee shares her journey from trial lawyer to leadership coach, revealing how stress nearly ended her career and what she learned about mastering energy, emotions, and team dynamics. From box breathing techniques to gratitude practices, this episode delivers actionable tools for law firm owners looking to improve performance, reduce turnover, and foster healthier firm cultures. 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) - Management Partners: Think Big(00:00:34) - How to Managed Partners: The Life of Law(00:04:27) - The Secret to Wellbeing in the Law(00:09:26) - How to Manage Your Emotions(00:12:19) - Heart Rate regulation and emotions(00:13:59) - Heart Rhythm Variations(00:19:39) - What's the Hardest Part of Talking to Yourself?(00:24:45) - What Makes a High-Performing Team?(00:31:32) - How to Connect with the Law Firm on Social Media
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Every law firm goes through distinct stages: from the hustle of startup, through the rapid growth of scaling, to the challenges of repelling, and finally the stability of plateau. In this episode, host Victoria Collier breaks down what each stage looks like, how income changes along the way, and when it makes the most sense to sell. Whether you're just starting out, feeling the stress cracks of growth, or enjoying a period of stability, knowing where you are in the cycle is key to making smart business and exit decisions. What you'll learn in this episode: • The four stages of the law firm life cycle: startup, scaling, repelling, and plateau. • How income, expenses, and owner take-home shift in each stage. • Why scaling is the best time to sell, and plateau is the second best. • The risks of trying to exit too early in the startup phase or during repelling. Take a moment to reflect: where is your firm right now, and what does that mean for your next move? Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law. We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/
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What if your case management system could also handle billing and payments seamlessly?In this episode, James Betzold, CEO of Prim.Law shares how firms can simplify client payments, automate trust accounting, and eliminate confusing processing fees with built-in tools.Confido and Prima's partnership
This Day in Legal History: Treaty of Fort PittOn September 17, 1778, the Treaty of Fort Pitt—also known as the Treaty of Fort Pitt or the Delaware Treaty—was signed between the newly independent United States and the Lenape (Delaware) Nation. It was the first formal treaty between the United States and a Native American tribe, signaling an alliance during the Revolutionary War against British forces. The treaty, negotiated at Fort Pitt (present-day Pittsburgh, Pennsylvania), promised military collaboration, mutual defense, and provisions for supplies and protection for the Lenape people. In a striking and largely symbolic provision, the treaty even entertained the idea of creating a 14th state within the Union to be governed by Native Americans.Though the treaty framed the Lenape as equal partners, its promises were quickly eroded by reality. The United States failed to deliver many of the resources it pledged, and the idea of a Native-governed state was abandoned almost as soon as it was proposed. Lenape leaders had agreed to the treaty in part out of necessity, caught between colonial and British expansion and hoping to safeguard their people's survival. Instead, they faced encroachment, displacement, and repeated betrayals.Within a few years, American militias and settlers would violate the treaty's terms, seizing land and disregarding Lenape sovereignty. The alliance never materialized in the way it was envisioned. The treaty, once a beacon of potential cooperation, became an early example of the fragility of Native-American treaties with the United States. It set a precedent for broken agreements that would recur throughout American expansion.A Senate report released by Democrats on September 17, 2025, criticized KPMG LLP for failing to act on warning signs at Silicon Valley Bank, Signature Bank, and First Republic Bank prior to their 2023 collapses. The auditors issued clean reports just weeks before the banks failed due to rising interest rates and liquidity issues, yet they allegedly ignored key red flags such as massive asset devaluations, governance concerns, and internal risk assessments. Lawmakers said KPMG adopted an overly narrow view of its responsibilities and maintained close, long-term relationships with the banks, raising questions about its objectivity. The report highlighted a revolving door between KPMG and the banks, with executives and audit staff frequently moving between roles. KPMG defended its audits, saying it followed U.S. standards and criticized the report as out of step with other investigations, which have not blamed auditors for the failures.Senator Richard Blumenthal called for substantial reform to the audit industry, citing “willful blindness” by KPMG and a failure to protect the public. Though the Senate subcommittee's report is unlikely to spur immediate regulatory changes—especially given the political instability at the PCAOB—it proposed new oversight tools, including mandatory auditor rotation and a whistleblower office. The report also recommended making audit enforcement investigations public sooner, arguing that long delays leave investors unaware of potential problems. KPMG, meanwhile, noted it had improved its audit practices and achieved its best regulatory inspection in 15 years.KPMG Dismissed Red Flags at Regional Banks, Senate Review FindsA New York state judge dismissed two terrorism-related charges against Luigi Mangione, who remains accused of second-degree murder in the killing of health insurance executive Brian Thompson. Justice Gregory Carro ruled that prosecutors failed to provide sufficient evidence that Mangione acted with the intent to intimidate health workers or influence government policy—criteria necessary for charges under the state's terrorism statute. While the judge acknowledged the seriousness of the crime, he clarified that not all non-traditional crimes qualify as terrorism.Mangione, 27, still faces nine other charges in the state case, including multiple counts of criminal possession of a weapon and a charge for possessing false identification. He has also been indicted federally, where the U.S. Justice Department is seeking the death penalty. The state court's decision does not impact the federal terrorism case, which remains active. Thompson, a former CEO at UnitedHealthcare, was shot outside a Midtown Manhattan hotel in December 2024 during a company event.The case has drawn national attention, particularly as concerns grow over politically motivated violence following the recent killing of conservative activist Charlie Kirk. Public reaction to Mangione has been sharply divided, with some viewing him as a vigilante figure amid frustration with rising healthcare costs. Supporters even rallied outside the courthouse, holding signs and wearing themed attire. Mangione has pleaded not guilty to all charges, and no trial dates have been scheduled.Luigi Mangione wins dismissal of terrorism counts in US insurance executive's killing | ReutersSeveral major U.S. law firms that reached agreements with President Donald Trump earlier this year are now representing clients in lawsuits against his administration, despite concerns that the deals would deter such actions. At least four of the nine firms that made arrangements with the White House—Latham & Watkins, Willkie Farr & Gallagher, Skadden Arps, and Milbank—have since taken on cases involving challenges to Trump-era policies on immigration, transgender rights, tariffs, and environmental regulations.The firms' deals with the Trump administration, reached in March and April, came in response to executive orders targeting firms seen as opposing the president's agenda or promoting diversity policies he opposed. As part of the agreements, the firms pledged nearly $1 billion in pro bono legal work for causes aligned with the administration. Critics feared the arrangements would chill dissent and limit the firms' independence, but court records show several firms continued to litigate against the government.Legal experts suggest these firms are balancing risk with professional obligations, especially in high-profile cases involving long-standing clients or influential attorneys. For example, Latham represents Danish energy company Orsted in a lawsuit over a halted wind project, and Willkie is defending Virginia school districts in a transgender rights dispute. Milbank is involved in litigation over Trump's tariff powers and sanctuary city policies, led by prominent attorneys Neal Katyal and Gurbir Grewal. Skadden has partnered with a nonprofit to represent an immigrant woman denied a special visa.Four firms successfully challenged the legality of Trump's executive orders in court, with rulings finding they violated First Amendment protections. The administration has appealed. Meanwhile, Reuters has reported that other top firms have reduced pro bono and diversity initiatives, cautious of possible political retaliation.Some law firms that cut deals with Trump take cases opposing his administration | ReutersTesla has reached a confidential settlement with the family of Jovani Maldonado, a teenager killed in a 2019 crash involving a Tesla Model 3 operating on Autopilot. The case, which was set to go to trial next month in Alameda County, adds to a string of fatal crash lawsuits the company has quietly resolved to avoid jury trials. The Maldonados alleged that Tesla's driver-assistance system failed to detect slowing traffic and that the car struck their Ford Explorer at 70 mph, ejecting and killing 15-year-old Jovani. According to the lawsuit, the Tesla driver had no hands on the wheel at the time of impact, and the family claimed Tesla misled the public about the safety and capabilities of its Autopilot technology.Although Tesla argued the technology worked as designed and blamed the driver, it continues to settle similar cases even after Elon Musk publicly stated in 2019 that he opposed settling “unjust” lawsuits. The company has also recently settled other high-profile fatal crash suits, including ones involving distracted drivers and cases with alcohol-related elements.These legal battles come as Tesla faces mounting scrutiny over Autopilot and its marketing practices. The California DMV is pursuing an administrative complaint accusing Tesla of exaggerating its software's capabilities, with a ruling still pending. Tesla has three more fatal Autopilot crash trials scheduled in the next six months, including one in Houston involving injured police officers.Tesla Settles Another Fatal Crash Suit Ahead of Jury Trial (1) 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
During Ep. 28 of the Ask the Law Firm Seller Show, Tim McKey, CPA, CEO of Vista Consulting Team, joins to address 3 Tips for Strategic Planning to Sell a Plaintiff Contingency Law Firm McKey initially explains that Vista Consulting Team provides strategic consulting to Plaintiff contingency law firms, assisting clients with systemizing their businesses per Vista's tagline: The business resource for Plaintiff law firms. McKey then shares the following 3 tips for strategic planning to sell a Plaintiff contingency law firm: Tip No. 1: As McKey says, “The best thing you can do to prepare your firm to be sellable is to be profitable.” Underlying that tip relates to law firms knowing their numbers. Examples of numbers to know include: (a) Gross revenues vs. Net Revenues; (b) The EBITDA for your firm; (c) Average fee per case; (d) Case acquisition costs; (e) Number of open cases, together with estimated values of those cases; and (f) Average time on desk to resolve cases, including differentiating between pre-lit. and litigation matters. Tip No. 2: Know the value of your firm per 1 or more recognized methodologies of valuation. Tip No. 3: Have efficient, effective, and documented operations within your firm, including (a) A methodology for internal reports that hold teams at a firm accountable; and (b) A means to make sure that a firm does not need its founder/rainmaker for the firm to operate. McKey and Poock also discuss their thoughts about what buyers want/need when purchasing Plaintiff contingency practices, including strategic purchasers who seek to purchase more than one law firm, usually, in anticipation of a future roll-up type transaction.
Watch the YouTube version of this episode HEREAre you a law firm owner looking for advice on filing taxes? In this episode of the Maximum Lawyer Podcast, Jacqueline and Adam Williams, co-founders of Pennywise Tax Strategies, share their journey from traditional tax roles to building a firm focused on proactive, year-round tax planning for small businesses and law firms. Proactive tax planning for small businesses is so important and needs to be prioritized. Many small business owners react to their numbers and don't think ahead when it comes to taxes. Because of this, businesses are in a bad situation due to not knowing how to make the most of their money, where the money is going or how to proactively plan ahead. Jacqueline and Adam work to ensure small businesses are not left behind and succeed during this stressful time.Jacqueline and Adam speak to the errors small businesses make during tax season. One of the biggest issues is a lack of communication between the tax preparer and the business owner. Most times, business owners hand accountants everything and call it a day. Sometimes, the business owner doesn't want to fill out the questionnaire, which means the dots are not connected. Big things can be missed, which can lead to issues after filing. Transparency between both parties is extremely important.Listen in to learn more!03:21 Gap in Small Business Tax Planning 05:19 Trusted Advisor Model vs. Traditional Accounting 06:08 Proactive Tax Planning in Practice07:34 Monthly Client Check-ins and Accountability08:16 Common Mistakes by Law Firm Owners 09:36 Avoiding Numbers and Year-Round Tax Season 11:27 Regular Tax Planning Activities12:23 Understanding and Tracking Tax Liability Tune in to today's episode and checkout the full show notes here. Connect with Adam and Jackie:Website FacebookLinkedin Instagram Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
Law Firm Owners - If You're Doing this You're Throwing Away Money
In this episode of The Heart of Law Podcast, host Mirena Umizaj Dumas welcomes back returning guest Lynda Shely, one of the nation's leading voices on legal ethics and innovation. A former Chair of the ABA's Ethics Committee and a current member of Arizona's Alternative Business Structures (ABS) and AI Steering Committees, Lynda offers rare insight from the front lines of Arizona's trailblazing regulatory reform. Back by popular demand, Lynda returns to share the latest developments in Arizona's ABS model—a topic that continues to spark conversation across the legal industry. She and Mirena revisit Arizona's groundbreaking elimination of Rule 5.4, which paved the way for non-lawyer ownership of law firms. Together, they explore how the ABS framework has evolved, its current status, and what it signals for the future of legal services nationwide. Key Takeaways: • What ABS actually is and why Arizona removed the ban on non-lawyer ownership • Why lawyers and non-lawyers pursue ABS (succession, capital, tech partnerships) • Lessons from 140+ licensed firms and Arizona's compliance framework • Ethics guardrails and mandatory reporting requirements • Why Arizona prohibits ABS firms from acting as referral mills • Private equity: risks, opportunities, and legacy planning • How Arizona compares to other states like California and Utah • Where generative AI fits in—and what Arizona doesn't allow Chapters: 00:00 – Intro & Guest Welcome 02:30 – What Is ABS? 08:10 – Concerns & Safeguards 15:40 – Mass Torts, PE & Compliance 25:45 – Renewals & Firm Growth 34:35 – ABS: What's Next? 48:30 – Final Thoughts About Our Guest: Lynda Shely is a nationally recognized ethics lawyer and a leader in regulatory reform. She has advised hundreds of firms on compliance and professional responsibility issues and continues to serve on Arizona's ABS and AI Steering Committees. Links from the Episode: • Learn more about ABS from Rosing, Pott & Strohbehn: https://rosinglaw.com/services/alternative-business-structure/ • Connect with Mirena & Company: https://mirenaandco.com
Eddie Hartman has been disrupting legal long before it was fashionable. As Co-Founder of LegalZoom and now a Partner & Board Member at Simon-Kucher, he's worked with everyone from startups to AM Law 100 firms on pricing, innovation, and tech strategy. In this episode, Mary sits down with Eddie to talk about the legal industry's industry's uneasy relationship with change. From AI hype to the stubborn grip of the billable hour, they unpack why so many “innovations” fail, what clients actually mean when they ask about tech, and how law firms can evolve without losing their identity. In this episode: LegalZoom's Early Lessons: Why paralegals—not lawyers—were the first adopters, and what that reveals about confidence, adoption, and who really drives change. AI's False Start: The real reason 95% of AI initiatives fail—and why law firms may never fully embrace the efficiency it offers. Innovation vs Incentives: How law firms unintentionally kneecap their own innovation efforts—and what spinning off “tech incubators” says about the business model. What Pricing Really Signals: Why clients don't necessarily want cheaper—they want predictable, credible, and justified. And how fees send louder messages than firms realize. The Human Roadblock: From cultural protectionism to career incentives, why most resistance to change isn't technological—it's personal. If you're tired of the hype cycle and looking for a sharp, grounded view of where legal innovation actually stands, this conversation delivers. Follow Mary on LinkedIn Rate and review on Apple Podcasts
Are you sabotaging your law firm's success? RJon Robins pulls directly from Chapter 16 of the Profit First for Lawyers book to reveal 2 choices that destroy profitability and how to fix them.
When you introduce new processes in your law firm, you're asking your team to rethink how they get things done, and that's a bigger challenge than most realize. In this episode, I explore why the usual approach to change management often misses the mark in law firms. I also discuss why involving your team from the start is critical to getting real buy-in.This approach might take a little longer upfront, but it pays off when it comes to actually implementing the changes you need.Get full show notes, transcript, and more information here: https://www.agileattorney.com/87Mentioned in this episode:Greenline.legal is Officially in BetaTo set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegalGreenlineLegal Demo
It's still not clear what, if any, fallout the law firms that struck pro bono deals with President Donald Trump earlier this year will face. But analyzing attorney movements over the last six months provides one data point. On average, law firms that settled subsequently lost attorneys more attorneys than those who fought the president in court, according to data obtained by Bloomberg Law columnist David Lat. But there are some firms that buck this overall trend as well as plenty of caveats. Lat joins our podcast, On The Merits, to walk us through this data on law firm headcounts since Trump started targeting law firms in the spring. Lat also talks about the lawyer moves that will likely happen later this year that could give us an even clearer picture of how firms are doing and what effect the Trump deals are having on them. Do you have feedback on this episode of On The Merits? Give us a call and leave a voicemail at 703-341-3690.
In this episode, Michael Weis and Michael Burney, Partners at Weis & Burney Law Firm, share their journey of founding a boutique corporate and transactional practice. They discuss client service, practical problem-solving, and why trusted business advisors remain essential in a world of AI and information overload.
From AVEs to attribution dashboards, law firms often struggle to prove the ROI of public and media relations. Jennifer Simpson Carr and Sarah Larson discuss why the most meaningful outcomes—trust, reputation, and credibility—can't always be measured in clicks. They share strategies for reframing PR success, identifying alternative metrics, and helping law firm leaders recognize the long-term business value of communications.
In this episode of 'Resilience Unraveled,' host Russell Thackeray chats with Tim Lupinacci, CEO and Chair of Baker Donelson, about leadership and resilience in the legal industry. Tim shares his journey from a young lawyer to a leader, emphasising the importance of authenticity, collaboration, and a growth mindset in driving organisational success. They delve into the challenges law firms face in a rapidly evolving environment, the significance of strategic vision, and the role of storytelling and personal connection in effective leadership. Tim also introduces his book, 'Everybody Leads,' and discusses the impact of empowering individuals at all levels to lead and thrive.00:00 Introduction and Guest Welcome00:43 Tim Lupinacci's Background and Career02:25 Challenges in the Legal Industry04:10 Leadership and Change Management06:10 Balancing Tradition and Innovation09:39 Leadership Roles and Responsibilities13:12 The Dual Role of Chairman and CEO16:14 Defining Leadership and Its Purpose18:12 Profitability and Engagement in Leadership19:42 Embracing Authenticity in Leadership20:08 Transparency in Organisational Culture20:52 Challenges and Benefits of Open Salary Policies21:58 Leadership Transitions and Organisational Change23:39 Strategic Vision and Building Resilience25:28 The Role of Leadership in Different Sized Organisations28:28 Dinner Table Diplomacy: Building Relationships30:09 Clearing the Way: Addressing Organisational Obstacles30:40 The Journey to Writing 'Everybody Leads'33:10 Leadership Aroma: Influencing Through Presence35:51 The Power of Storytelling in Leadership36:24 Conclusion and Contact InformationYou can contact us at info@qedod.comResources can be found online or link to our website https://resilienceunravelled.com#resilience, #burnout, #intuition
In this episode, Steve Fretzin and Ed Alexander discuss:Challenges and risks in forming and managing law firm partnershipsStrategic considerations and planning for succession and law firm exitsThe importance of communication, expectations, and alignment in business relationshipsDiversifying marketing and building sustainable value in a law practice Key Takeaways:Many law firm partnerships collapse because they lack a clear strategic purpose, and poor communication during both the honeymoon phase and long term creates conflicts that are nearly impossible to resolve.Setting clear expectations early—on contributions, compensation, growth, retirement, and lifestyle philosophies—can prevent disputes where one partner feels undervalued or overburdened.Selling or transitioning a law practice requires years of preparation, including transferring goodwill, maintaining referral trust, phasing into an of counsel role, and positioning the buyer as a trusted successor.The 2008–2009 global financial crisis showed how fragile referral-dependent firms can be, as many lost business overnight, underscoring the need for diversified marketing, consistent development, and team-based client service. "Partnerships, it's interesting, because they're marriages, right? They're business marriages, and that's what they should be called, business marriages." — Ed Alexander Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Ed Alexander: Ed Alexander is an attorney, author, and founder/CEO of Alexander Business Law, PLLC in Orlando, where he has practiced business law since 1993 after an early career in technology that earned him a U.S. patent. He is the author of several notable works, including The Guide to Selling Your Florida Law Practice, The Guide to Partnerships and Partnership Agreements, and 10 Common and Costly Business Killing Legal Mistakes and How to Avoid Them. He is recognized for professional excellence and community service and has also taught at the University of Central Florida. In his free time, Ed enjoys cycling, kayaking, sailing, hiking, and traveling with his wife of 38 years, Faith. Connect with Ed Alexander: Website: https://orlandobusinesslawyer.com/Email: ed@alexanderbusinesslaw.comBooks: https://www.amazon.com/stores/Ed-Alexander/author/B0C2QXJG7KShow: Law Deals: https://podcasts.apple.com/us/podcast/law-deals-succession-planning-partnerships-purchases/id1724776380LinkedIn: https://www.linkedin.com/in/attorneyedalexander/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Michael Weis and Michael Burney, Partners at Weis & Burney Law Firm, share their journey of founding a boutique corporate and transactional practice. They discuss client service, practical problem-solving, and why trusted business advisors remain essential in a world of AI and information overload.
The Law Firm Review Secret No One is Telling You About
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As a law firm owner, if you want to grow your firm, one of the first things you should focus on is building your non-lawyer team.Richard James pulls back the curtain on the non-legal side of law firm growth: the roles and systems that actually determine whether your firm scales smoothly or stalls out. Most attorneys never realize that their receptionist, appointment setters, and client care team are just as critical to revenue as the attorneys themselves. You'll see why building out these roles in the right order creates profit, freedom, and a stronger client experience. Watch now to discover how the smartest firms grow without adding more hours to the lawyer's plate.If you'd like to discover more practical ways to improve the business model of your law firm, click here: thelawfirmsecret.com
5 Reasons to Use a Big Law Firm.
In episode #577 of Lawyerist Podcast, discover how to use AI to drive firm growth, expand practice areas, and strengthen client relationships while avoiding the trap of treating it as a simple efficiency tool. Too often, conversations about AI in law stop at shaving time off tasks or reducing headcount, but AI holds far more potential than cost-cutting. Innovation strategist Sam Harden explains why firms should resist the temptation to view AI as a staff replacement and instead embrace it as a growth engine. By experimenting with generative tools and even “vibe coding,” lawyers can create new services, improve client experiences, and reach entirely new markets. Rather than narrowing practice, AI can open doors to expansion, innovation, and more sustainable business models—helping firms future-proof themselves in a rapidly evolving market. Ideal for growth-minded lawyers, firm leaders, and legal innovators who want to use AI strategically to scale smarter, serve better, and stay ahead. Links From the Episode: https://samharden.substack.com/ https://legaltalknetwork.com/podcasts/for-the-innocent/ https://tabs3.com/seetabs3/ Listen to our other episodes on AI & Legal Innovation: #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN #452: Managing AI in Your Practice, with Ed Walters Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Welcome & What Legal Talk Network Is 04:33 – Building a Modern Legal Tech Stack 10:33 – Meet Sam Harden: From Trial Lawyer to Innovator 16:38 – AI in Law: Efficiency vs. Growth 23:53 – The Risks of Replacing People with Technology 31:46 – Vibe Coding and the Future of Legal Tech 44:57 – Looking Ahead: Sam's Vision as Innovation Strategist
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Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Ricky Guerrero, a real estate attorney, about his law firm's focus on residential and commercial real estate closings. They discuss the importance of client engagement, navigating complex transactions, and the need for education in the real estate market. Ricky shares insights on building relationships and the significance of honesty in business dealings, emphasizing the need for transparency and knowledge among investors and buyers. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this episode of the Wealthy Woman Lawyer® Podcast, host Davina Frederick explores the surprising truth about why you should build a law firm that's ready to sell—even if you never plan to. If your business success still feels tied to your personal effort, this episode will open your eyes to a new way of thinking. Discover the key differences between owning a law practice and owning a law firm business asset, and why that distinction matters now more than ever. Davina shares the critical building blocks that make a law firm sellable—and explains how focusing on 'sellability' can dramatically increase profit, flexibility, and freedom for you as the owner, whether or not a sale is ever part of your plan. Tune in if you want to build something that runs without you, creates real wealth, and gives you options. This episode is a must-listen for every woman law firm owner ready to think—and build—bigger.Go here to listen:LINKS TO LOVE:Want to leave us a review on Apple Podcasts? We'd love it! Here's the link.Ready to scale your law firm to six or seven figures in 2025? Click here to apply and book a call with me.
In this episode of "The Free Lawyer" podcast, host Gary Miles interviews Frank Rekas, a financial expert and partner at Palm Wealth Partners. Frank shares insights on helping law firm owners simplify finances, minimize taxes, protect assets, and grow wealth using his NPG (Minimize, Protect, Grow) system. The discussion covers common financial blind spots, the importance of proactive planning, and practical strategies for attorneys to achieve financial clarity and confidence. Frank emphasizes a client-centered, honest approach and encourages lawyers to prioritize their financial well-being for long-term security and peace of mind.Law Firm Owners' Financial Challenges (00:04:16) Top Financial Concerns for Law Firm Owners (00:05:32) Law Firm vs. Personal Budgeting (00:07:04) The MPG System: Minimize, Protect, Grow (00:07:57) Common Financial Blind Spots (00:10:36) Benefits of Non-Retirement Investments (00:12:41) Working with Attorneys: Challenges and Benefits (00:13:44) Serving, Not Selling: Client-First Philosophy (00:14:50) Personalized Financial Planning (00:17:01) Law Firm Owners' “Aha” Moments (00:18:25)Building Financial Confidence (00:20:24) First Steps for Overwhelmed Law Firm Owners (00:22:12) Commonly Missed Tax Strategies (00:23:31) Year-Round Tax Planning (00:25:03) Achieving Financial Confidence and Freedom (00:25:27) Advice for Stressed Law Firm Owners (00:27:21) Money Mindset and Family Background (00:29:40) Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call
On this episode of The Managing Partners Podcast, Kevin Daisey sits down with Jason Turnquist, co-founder of ProPlaintiff.ai, to talk about how a cease-and-desist letter sparked his journey into building tech companies—and eventually, an AI platform for law firms. Jason shares how ProPlaintiff.ai helps attorneys save time by generating demand letters, summarizing medical records, and even handling intake tasks with consistency. They dive into why AI adoption is no longer optional for law firm owners who want to stay competitive and how to build a culture of innovation inside your practice. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - How to Build a Managing Partners Podcast(00:00:31) - All About AI(00:00:57) - How I Got Started In Business: The Jersey Shore(00:06:31) - Law Firm Executive Network: Pro Plaintiff AI(00:07:36) - How to Build a Legal Software Startup with ChatGPT(00:13:39) - What's the best way for someone to take a look at AI(00:18:47) - Law Firm Executives: The Future of AI in Propl(00:24:00) - Law Firm IT: AI Training and Tips & Tricks(00:30:23) - AI Legal Insights
Distressed debt exchanges in the form of liability-management exercises are set to take off in Europe, according to Gibson Dunn, the US-based law firm. “You’re getting the same lawyers and bankers hired in Europe for deals that they do here — it’s not surprising that they would potentially roll out a playbook that’s worked,” Scott Greenberg, the firm’s global chair of business restructuring and reorganization, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Stephen Flynn in the latest Credit Edge podcast. “It’s a natural progression to take that expertise and bring it to your clients overseas,” says Greenberg, who notes elevated levels of distress in France. We also discuss the likelihood of an imminent US LME revival, the bankruptcy outlook and communications sector stress.See omnystudio.com/listener for privacy information.
In episode #577 of Lawyerist Podcast, discover how to use AI to drive firm growth, expand practice areas, and strengthen client relationships while avoiding the trap of treating it as a simple efficiency tool. Too often, conversations about AI in law stop at shaving time off tasks or reducing headcount, but AI holds far more potential than cost-cutting. Innovation strategist Sam Harden explains why firms should resist the temptation to view AI as a staff replacement and instead embrace it as a growth engine. By experimenting with generative tools and even “vibe coding,” lawyers can create new services, improve client experiences, and reach entirely new markets. Rather than narrowing practice, AI can open doors to expansion, innovation, and more sustainable business models—helping firms future-proof themselves in a rapidly evolving market. Ideal for growth-minded lawyers, firm leaders, and legal innovators who want to use AI strategically to scale smarter, serve better, and stay ahead. Links From the Episode: https://samharden.substack.com/ https://legaltalknetwork.com/podcasts/for-the-innocent/ https://tabs3.com/seetabs3/ Listen to our other episodes on AI & Legal Innovation: #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN #452: Managing AI in Your Practice, with Ed Walters Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Welcome & What Legal Talk Network Is 04:33 – Building a Modern Legal Tech Stack 10:33 – Meet Sam Harden: From Trial Lawyer to Innovator 16:38 – AI in Law: Efficiency vs. Growth 23:53 – The Risks of Replacing People with Technology 31:46 – Vibe Coding and the Future of Legal Tech 44:57 – Looking Ahead: Sam's Vision as Innovation Strategist Learn more about your ad choices. Visit megaphone.fm/adchoices
Most people think a CFO just makes reports and talks numbers once a month.Not ours.In this week's podcast, I sit down with our very own Moshe Amsel, CFO of The Umansky Law Firm. He's not just measuring numbers — he's helping us define what good looks like, where we're falling short, and how we hit the goals that matter.Because at the end of the day, what gets measured gets results.
Is SEO dead or just changing? In this episode of Cut to the Chase: Podcast, host Gregg Goldfarb sits down with Seth Price, Founder/CEO of BluShark Digital and practicing attorney, to discuss the future of SEO, AI tools, and digital marketing for law firms. From Google Business Profiles to the rise of AI-driven search, Seth explains what lawyers really need to know to attract clients online. Whether you're a solo practitioner or part of a large firm, this conversation reveals how to compete with mega-firms, dominate local SEO, and avoid the biggest myths about digital marketing. What to expect in this episode: Is SEO Dead or Just Changing? How AI and ChatGPT are disrupting search Local Search Power Moves: Why your Google Business Profile is your secret weapon Best SEO Strategies for Law Firms: Case studies, niche strategies, and competing with mega-firms Mass Torts & SEO: The reality of ranking for high-stakes cases What Makes a Good SEO Client: The traits law firms need to succeed online Mythbusting SEO: Why “instant gratification” is the biggest lie in marketing The Future of Legal Marketing: How AI is creating both disruption and opportunity Subscribe for more insights on law, business, and society! Resources: Connect with Seth Price on LinkedIn: https://www.linkedin.com/in/sethprice BluShark Digital: https://blusharkdigital.com Seth's firm, Price Benowitz: https://pricebenowitz.com This episode was produced and brought to you by Reignite Media.
In this episode, host Jeffrey and Brett sit down with the inimitable Joel Hirschhorn, a true titan of criminal defense. With more than five decades of courtroom experience, Joel has built a reputation as a relentless advocate and a straight shooter with almost 400 jury trials, defending clients in high-stakes criminal matters in almost every District and State in the country.This wide-ranging conversation covers:Joel's reflections on the art of trial law and the evolution of the American justice system;War stories from inside the courtroom;His unfiltered take on what makes a great lawyer (and what doesn't); andThe ethical compass that has guided him through it all.Whether you're a young lawyer looking for direction or a seasoned practitioner revisiting your “why,” this episode is a masterclass in courage, clarity, and conviction.Streaming on YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.
First, we tell you about a San Diego-based law firm that just filed a class-action suit against ICE over arrests in immigration court. Then, county supervisors just gave the green light to public health and economic impact studies in areas around the Tijuana River Valley. Next, the Veterans Affairs Secretary was in San Diego to tour the VA Medical Center and more. Finally, our Sci-Tech reporter takes a deeper look into the dangers of kids riding e-bikes.
Law firms love their SOPs—binders full of screenshots, arrows, and step-by-step instructions. But here's the problem: they take months to build, cost thousands to produce, and go out of date the moment software updates. There's a better way. In this episode, I break down how forward-thinking lawyers are replacing outdated SOPs with AI-powered prompt libraries that actually get work done. You'll hear real examples, learn why prompts are more reliable than manuals, and see how this simple shift can save your firm hours every week. If your SOP binder feels more like dead weight than a useful tool, this episode will show you what to do instead. Episode Links ChatGPT Lab (a weekly AI workshop for lawyers) Apply to join the ChatGPT Lab The 80/20 Principle (my techlaw newsletter) The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.
The Secret to Law Firm Success No One is Talking About
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Jami Wintz McKeon, Chair of Morgan, Lewis & Bockius LLP, joins Chris Batz and Howard Rosenberg to share her journey from associate to leading one of the world's largest law firms. She reflects on the moments that shaped her path, including overseeing major integrations, heading the litigation practice, and ultimately stepping into the role of chair. Jami talks about the personal side of leadership, carrying both the joys and hardships of colleagues, staying connected across a global partnership, and fostering a culture where collaboration comes before credit. She also discusses Morgan, Lewis & Bockius LLP's approach to expansion, the role of client needs in shaping growth, and how the firm has embraced AI as an opportunity to strengthen client service. Jami's advice for fellow and future law firm leaders is straightforward: you have to love the firm, the people, and the responsibility itself. She shares how gratitude and family keep her grounded and why focusing on what's working is as critical as addressing what isn't. At its core, this episode is a look at what it means to lead with both strategy and heart in an industry defined by constant change. Episode Breakdown: 00:00 Jami Wintz McKeon's Path to Becoming a Law Firm Leader 02:54 Defining Career Turning Points at Morgan, Lewis & Bockius LLP 05:36 Leading with Connection and Caring for Firm Members 08:28 Morgan, Lewis & Bockius LLP Global Growth Strategy 13:40 Artificial Intelligence in Law Firms and Client Service 16:35 Advice for Current and Aspiring Law Firm Leaders 20:20 Staying Grounded Through Gratitude and Family 25:40 Inspiration and Leadership Philosophy 29:38 Looking Ahead: The Future of Law Firm Leadership Links Connect with Jami Wintz McKeon: LinkedIn: https://www.linkedin.com/in/jami-wintz-mckeon-1b993746/ Web bio: https://www.morganlewis.com/bios/jmckeon Connect with Howard Rosenberg: LinkedIn profile: https://www.linkedin.com/in/hrosenberg/ Company web profile: https://www.baretzbrunelle.com/howard-rosenberg Connect with Chris Batz: LinkedIn Profile: https://www.linkedin.com/in/chrisbatz/ LinkedIn Company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/ Podcast production and show notes provided by HiveCast.fm
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.
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