Podcasts about posh virtual receptionists

Unsure where to start when choosing legal technology? Listen in as Zack interviews Jeff Schoenberger, fellow Legal Tech Advisor, on selecting the right tech for your office. Jeff homes in on specific questions to ask yourself, your office, and your potential provider. If you're looking, choosing, or just dreaming about new technology, listen to this episode.  Additionally, Zack talks with Krystal, from POSH Virtual Receptionists about what firms are using VRs, and how their app can help you stay connected—or disconnected—when you need it most.   Links from the episode:   Check out the Posh for a 14 day free trial  Clio Optimization    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! 

Unsure where to start when choosing legal technology? Listen in as Zack interviews Jeff Schoenberger, fellow Legal Tech Advisor, on selecting the right tech for your office. Jeff homes in on specific questions to ask yourself, your office, and your potential provider. If you're looking, choosing, or just dreaming about new technology, listen to this episode.  Additionally, Zack talks with Krystal, from POSH Virtual Receptionists about what firms are using VRs, and how their app can help you stay connected—or disconnected—when you need it most.   Links from the episode:   Check out the Posh for a 14 day free trial  Clio Optimization    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! 

Do your New Year's resolutions fall flat after a few weeks? In today's episode, Stephanie chats with Lawyerist Lab Business Coach, Supriya Venkatesan, about why this happens, and what you can do differently to make lasting changes in your life and your law practice.   Links from the episode:   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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Ready to start the new year off with new goals and priorities for your firm? Maybe you're not sure how to get started or you suffer from biting off more than you can chew. In this episode, Stephanie talks with Affinity's CEO and Strategic Consultant Extraordinaire Debbie Foster about how to plan and achieve more success in 2024.   Links from the episode:   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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

You know what they say about the cobbler's kid? As lawyers, you know what a prenup is, but have you considered how one can help you redefine your marriage? In this episode, Stephanie talks with Aaron Thomas, author of The Prenup Prescription, about how having a prenup is the key to a healthy and happy marriage.  Bonus: Hear how Aaron completely reshaped his law firm from contested divorces to creating prenups.   Links from the episode:   The Prenup Prescription  Check out Aaron's Prenup Website!      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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Picture this: an estate planning attorney with a twist—owning a law firm by day and conjuring up imaginative, offbeat celebrations for the dearly departed by night.  In this intriguing episode, Sara interviews Jolene Blackbourn, Labster and trailblazing estate planning attorney and entrepreneur, who has taken a distinctive approach to end-of-life celebrations.   Learn how Jolene blends her passion with her profession with her unique method of infusing her love for Halloween culture into the traditional landscape of estate planning. We invite you to challenge your notions about end-of-life planning while celebrating the magic of honoring individuality and explore ways to seamlessly blend law and creativity into your practice.    Links from the episode:    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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Stephanie talks with law firm owner and Lawyerist Lab member Allison Harrison about why the job of managing your business is never done and how to navigate the endless opportunities. Bonus: Get inspired with some creative way to describe team roles.   Links from the episode:   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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Stephanie talks with law firm owner and Lawyerist Lab member Allison Harrison about why the job of managing your business is never done and how to navigate the endless opportunities. Bonus: Get inspired with some creative way to describe team roles.   Links from the episode:   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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That's why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol.   Links from the episode:   The Naked Mind by Annie Grace   The Alcohol Experiment by Annie Grace     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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That's why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol.   Links from the episode:   The Naked Mind by Annie Grace   The Alcohol Experiment by Annie Grace     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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

You are leading your law firm, but you can't do everything. In this episode, Stephanie talks with Cameron Herald about what a second in command looks like and how to find one to help you unlock your next goals for your business.   Links from the episode:   The Second in Command by Cameron Herold   Leadership Training Course     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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm.  Links from the episode:   The Compound Effect by Darren Hardy    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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.   

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm.  Links from the episode:   The Compound Effect by Darren Hardy     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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.    

Zack talks with Stephanie Villinski and Kara Hardin about how lawyers can manage their mental health. They discuss balancing a striver vs. perfectionist mindset, and how lawyers can use self-forgiveness to help manage their stress and anxiety.  Links from the episode:   Brene Brown Books     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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Zack talks with Stephanie Villinski and Kara Hardin about how lawyers can manage their mental health. They discuss balancing a striver vs. perfectionist mindset, and how lawyers can use self-forgiveness to help manage their stress and anxiety.  Links from the episode:   Brene Brown Books     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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

Stephanie checks in with one of the newest members of our profession, Kendall Heward. Hear how Suffolk's Accelerator program prepared her to think about the business of law differently and how established firms can lean into the skills and talents new attorneys are bringing to today's small firms.   Links from the episode:    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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

Stephanie checks in with one of the newest members of our profession, Kendall Heward. Hear how Suffolk's Accelerator program prepared her to think about the business of law differently and how established firms can lean into the skills and talents new attorneys are bringing to today's small firms.   Links from the episode:    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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Let's bust a myth: Creativity isn't an innate talent that you're lucky to have or out of luck if you don't. And it's not just about the arts. Everyone is creative, and it comes in all forms. In this episode, author Phil McKinney gives actionable tips on how to overcome the idea that creativity can't be learned.   Listen to hear tips, formulas, and guidance on how to bring creativity into your day-to-day firm life.  Links from the episode:   Phil's book: Beyond the Obvious   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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

Let's bust a myth: Creativity isn't an innate talent that you're lucky to have or out of luck if you don't. And it's not just about the arts. Everyone is creative, and it comes in all forms. In this episode, author Phil McKinney gives actionable tips on how to overcome the idea that creativity can't be learned.   Listen to hear tips, formulas, and guidance on how to bring creativity into your day-to-day firm life.  Links from the episode:   Phil's book: Beyond the Obvious   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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

As lawyers, we often negotiate for our clients. But are we able to negotiate for ourselves? In this episode, Stephanie talks with Brandon Bramley, Founder of The Salary Negotiator.   Learn common misperceptions about the salary negotiation process plus tons of tips that both the employee and employer can use to reach a better outcome. No matter which side of the table you're on, you'll find helpful advice in this episode.   Links from the episode:   The Salary Negotiator    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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

As lawyers, we often negotiate for our clients. But are we able to negotiate for ourselves? In this episode, Stephanie talks with Brandon Bramley, Founder of The Salary Negotiator.   Learn common misperceptions about the salary negotiation process plus tons of tips that both the employee and employer can use to reach a better outcome. No matter which side of the table you're on, you'll find helpful advice in this episode.   Links from the episode:   The Salary Negotiator    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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

In this episode, Stephanie talks with Brian Cuban, author of The Addicted Lawyer. Hear Brian's story of how he battled addiction to alcohol and cocaine starting in college, then law school, and finally as a practicing attorney.   Brian and Stephanie also explore why a compassionate community is a must for everyone in the profession and three easy questions we can ask each other when we see worrisome signs.   Links from the episode:   Lawyers Depression Project   The Addicted Lawyer    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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

In this episode, Stephanie talks with Brian Cuban, author of The Addicted Lawyer. Hear Brian's story of how he battled addiction to alcohol and cocaine starting in college, then law school, and finally as a practicing attorney.   Brian and Stephanie also explore why a compassionate community is a must for everyone in the profession and three easy questions we can ask each other when we see worrisome signs.   Links from the episode:   Lawyers Depression Project   The Addicted Lawyer    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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

What is holding you back? In this episode, Stephanie and Lawyerist Lab Business Coach, Supriya Venkatesan, discuss limiting beliefs and how they are unknowingly keeping us from reaching our goals.   Learn real exercises you can do to uncover what's going on in your head and how to retrain your brain to think differently and unlock more success in your life.   Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

What is holding you back? In this episode, Stephanie and Lawyerist Lab Business Coach, Supriya Venkatesan, discuss limiting beliefs and how they are unknowingly keeping us from reaching our goals.   Learn real exercises you can do to uncover what's going on in your head and how to retrain your brain to think differently and unlock more success in your life.   Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

The Small Firm Roadmap Revisited doubled down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into what it takes to be a Healthy Owner—beyond the traditional concepts of what it means to be “healthy.”   Sara talks with Lab Coach and personal injury firm owner Ryan McKeen about making the decision to build a resilience muscle, leveraging the time and talents of others, not letting your 5-year-old-self run your business, and ultimately, letting go of control.     Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

The Small Firm Roadmap Revisited doubled down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into what it takes to be a Healthy Owner—beyond the traditional concepts of what it means to be “healthy.”   Sara talks with Lab Coach and personal injury firm owner Ryan McKeen about making the decision to build a resilience muscle, leveraging the time and talents of others, not letting your 5-year-old-self run your business, and ultimately, letting go of control.     Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Be honest! Have you ever muttered or thought someone was being “such a Millennial” or “ok, Boomer!” Yes? Then, this episode is for you as Stephanie dives into generational differences with Katherine Jeffery, a generational strategist.   It turns out, these labels aren't just excuses for behavior. There are real differences in the way each generation was raised that show up in the skill sets and abilities they bring to the workplace. Listen to find out how bathrooms might be impacting your team's skills and much more!  Links from the episode:    Learn more about working with Katherine here   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

Be honest! Have you ever muttered or thought someone was being “such a Millennial” or “ok, Boomer!” Yes? Then, this episode is for you as Stephanie dives into generational differences with Katherine Jeffery, a generational strategist.   It turns out, these labels aren't just excuses for behavior. There are real differences in the way each generation was raised that show up in the skill sets and abilities they bring to the workplace. Listen to find out how bathrooms might be impacting your team's skills and much more!  Links from the episode:    Learn more about working with Katherine here   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Stephanie talks with our new Lawyerist Lab business coach, Leticia DeSuze, about what is holding most business owners back and how working with a business coach can help. They also explore why it is time to be radically honest with ourselves about what we are—and aren't—willing to do.    Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

Stephanie talks with our new Lawyerist Lab business coach, Leticia DeSuze, about what is holding most business owners back and how working with a business coach can help. They also explore why it is time to be radically honest with ourselves about what we are—and aren't—willing to do.    Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Business owners often hear the advice: “hire help and delegate!” In this episode, Stephanie talks with entrepreneur Dan Martell about why you should hire to buy back your time.  Learn how small shifts in how you think as a business owner can make big impacts on your business—and your happiness! To start, Dan shares why it's time for lawyers to let go of their inboxes and calendars. We know why you think that is impossible but listen to hear why it is essential.  Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

Business owners often hear the advice: “hire help and delegate!” In this episode, Stephanie talks with entrepreneur Dan Martell about why you should hire to buy back your time.   Learn how small shifts in how you think as a business owner can make big impacts on your business—and your happiness! To start, Dan shares why it's time for lawyers to let go of their inboxes and calendars. We know why you think that is impossible but listen to hear why it is essential.   Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Kirk Simoneau joins Sara to explore client experience design and accessibility. Sharing his journey from trauma survivor to lawyer, Kirk emphasizes the importance of understanding the client's perspective and creating a personalized and empathetic client experience.   He advocates customizing spaces and communication to clients' individual needs, but for taking on pro bono work and representing people with disabilities, as it can be both financially rewarding and make a positive impact. You'll also learn the origins of his firm's name, "Red Sneaker Law."   Links from the episode:   Lawyerist LabCon  Red Sneaker Law    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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Kirk Simoneau joins Sara to explore client experience design and accessibility. Sharing his journey from trauma survivor to lawyer, Kirk emphasizes the importance of understanding the client's perspective and creating a personalized and empathetic client experience.  He advocates customizing spaces and communication to clients' individual needs, but for taking on pro bono work and representing people with disabilities, as it can be both financially rewarding and make a positive impact. You'll also learn the origins of his firm's name, "Red Sneaker Law."  Links from the episode:   Lawyerist LabCon  Red Sneaker Law    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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

Stephanie talks with Eric Webber about the silent addiction of gambling. In this episode, we explore why you can't go anywhere or watch a sporting event without hearing betting terms. Online gambling has become all the rage, but it is not without potential dangers.   Especially in a profession like law where attorneys have access to client's money, problems can turn problematic quickly. Learn more about what is triggered in the brain during gambling, what signs to watch for, and how to know when to suggest help for a colleague or yourself. Understanding this part of addiction is part of nurturing our healthy team.   Links from the episode:   Caron Treatment Center   Judge and Lawyer Assistance Program     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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

Stephanie talks with Eric Webber about the silent addiction of gambling. In this episode, we explore why you can't go anywhere or watch a sporting event without hearing betting terms. Online gambling has become all the rage, but it is not without potential dangers.   Especially in a profession like law where attorneys have access to client's money, problems can turn problematic quickly. Learn more about what is triggered in the brain during gambling, what signs to watch for, and how to know when to suggest help for a colleague or yourself. Understanding this part of addiction is part of nurturing our healthy team.   Links from the episode:   Caron Treatment Center   Judge and Lawyer Assistance Program     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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Think golf is a boring game for old white dudes? Think again! In this episode, Stephanie talks with LJ Finney about why golf is great for networking and business development and so much more!   Golf is about getting outside your comfort zone, mindfulness, self-talk, and being with nature. Use the game to learn more about yourself and how you approach your business problems or use the time to truly get to know a friend or colleague. You'll also hear Stephanie's favorite golf story from back when she was a summer associate out on the course with a senior partner, and, boy is it a doozy!    Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Think golf is a boring game for old white dudes? Think again! In this episode, Stephanie talks with LJ Finney about why golf is great for networking and business development and so much more!   Golf is about getting outside your comfort zone, mindfulness, self-talk, and being with nature. Use the game to learn more about yourself and how you approach your business problems or use the time to truly get to know a friend or colleague. You'll also hear Stephanie's favorite golf story from back when she was a summer associate out on the course with a senior partner, and, boy is it a doozy!    Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we're diving into achieving and maintaining Healthy Profits.    In this episode, Sara talks with Lawyerist Lab finance coach, accountant, and small business owner Bernadette L. Harris about making finances less scary, understanding healthy profits, and why owners need to prioritize paying themselves.  She advises listeners on how to determine a business's desired income, how to be intentional with financial data to understand the story that numbers can tell, and more.  Links from the episode:    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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we're diving into achieving and maintaining Healthy Profits.    In this episode, Sara talks with Lawyerist Lab finance coach, accountant, and small business owner Bernadette L. Harris about making finances less scary, understanding healthy profits, and why owners need to prioritize paying themselves.  She advises listeners on how to determine a business's desired income, how to be intentional with financial data to understand the story that numbers can tell, and more.  Links from the episode:    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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Lawyerist Lab member and estate planning lawyer Rachel Allums knows that the client experience isn't “one size fits all.”   In this episode, Rachel Allums talks with Zack about her deliberate and thoughtful approach to client experience. Learn how she creates a personalized experience for every client by considering their age, family dynamics, comfort with technology, and more.   Rachel delves into how she integrates both digital tools and traditional methods for efficiency and offers valuable advice on creating educational videos, seeking mentorship, and navigating the path to a successful estate planning business.  Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Lawyerist Lab member and estate planning lawyer Rachel Allums knows that the client experience isn't “one size fits all.”   In this episode, Rachel Allums talks with Zack about her deliberate and thoughtful approach to client experience. Learn how she creates a personalized experience for every client by considering their age, family dynamics, comfort with technology, and more.   Rachel delves into how she integrates both digital tools and traditional methods for efficiency and offers valuable advice on creating educational videos, seeking mentorship, and navigating the path to a successful estate planning business.  Links from the episode:   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

In this episode, delve into the crucial topic of active violence preparedness with Brink Fidler, owner and founder of Defend Systems, a prominent life safety and security consulting firm in Nashville, TN. Stephanie and Brink talk about why every firm owner should have open discussions and plan for frightening events, and how they can empower their team with knowledge and tools to respond effectively.   They also address the relevance of active violence preparedness in office environments and how to adopt a “warrior mindset” when faced with danger. The emotional and traumatic aspects of active violence events are not overlooked, as Stephanie and Brink touch on the need for mental health support and proper coping mechanisms.  Links from the episode:    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!  Thanks to Posh Virtual Receptionists, Postali, & LawPay for sponsoring this episode.  

Stephanie and Joey Coleman, author of Never Lose an Employee Again: The Simple Path to Remarkable Retention, explore the crucial role the employee experience plays in creating a happy and engaged team.   Learn the steps team leaders can take to create a place where everyone LOVES their job. They delve into the power of creating memorable experiences throughout the employee journey—starting with the hiring process and through an employee's first 100 days, which plays a vital role in long-term commitment and loyalty.   This episode is packed with lots of practical tips to give you ideas to start implementing immediately. Listen to the end to learn one easy thing you can do today to show your appreciation to your team.    Links from the episode:   Never Lose an Employee Again by Joey Coleman  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!  Thanks to Posh Virtual Receptionists, Postali, & LawPay for sponsoring this episode. 

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into building, enabling, and integrating Healthy Systems in a law firm.  Lawyerist Labster Matt Loker sits down with Sara to discuss using systems and automation to deliver a consistent service to clients. They dive into how task management is crucial to consistent communication—from finding the right CRM, to rebuilding their systems and automating tasks, to regular system maintenance. Learn how Matt used healthy systems to save time, improve client experience, and create a seamless client journey.   Links from the episode:  https://lawyerist.com/resources/lawyerist-store/ 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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

Professors Andrew Garcia and James Matthews discuss Suffolk University Law School's Accelerator to Practice program. Designed to prepare students for small and solo practice, students partnered with small law firm owners in the Lawyerist Lab coaching program. Using tenets learned in Lawyerist's book The Small Firm Roadmap, students interviewed the owners, analyzed their firms, and presented a case study complete with recommendations for improvements. Links from the episode:  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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

In this episode, Stephanie talks with diversity scholar Dr. Terrell Strayhorn about the concept of belonging, emphasizing its significance beyond buzzwords like diversity, equity, and inclusivity. They highlight the positive outcomes of belonging, including increased job satisfaction and productivity and explore obstacles to fostering belonging. Dr. Strayhorn offers strategies for cultivating a sense of belonging in large organizations. The conversation extends to the ongoing need for addressing challenges faced by the LGBTQ+ community in leadership and workplaces. Rewarding behaviors that foster belonging, such as recognizing selflessness and facilitating social connections, is also discussed. They discuss the concept of belonging and its importance, highlighting that it goes beyond buzzwords like diversity, equity, and inclusivity. positive outcomes of belonging, such as higher job satisfaction and productivity in the workplace. They explore the obstacles to creating a sense of belonging in the workplace, highlighting individual, group, and structural factors. Dr. Strayhorn suggests strategies for making large organizations feel smaller and promoting a sense of belonging among employees. discusses the importance of continuing conversations about the challenges faced by the LGBTQ+ community in leadership, the workplace, and job opportunities even beyond the month of June. The discussion also touches on the idea of rewarding behaviors that promote belonging, such as recognizing selfless actions, welcoming newcomers, and facilitating social connections. Links from the episode:  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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

In this episode, Zack explores the vital role sleep plays in overall health and well-being with Alex Colkit, Founder and CEO of AC Holistic Wellness. They discuss the connection between sleep and mental health, suggest reminders of sleep importance, and emphasize the significance of a consistent sleep schedule. You'll learn tips to help form healthy sleep habits and how prioritizing rest can lead to better decision-making and emotional stability. Sleep is the cornerstone of good health and can positively impact one's daily choices and well-being. Lack of sleep and poor mental health are interconnected, and good sleep contributes to better decision-making and emotional stability. Zack asks for tips on forming sleep habits and kicking himself into prioritizing sleep without much thought. Alex suggests finding tricks or touch points to remind oneself of the importance of sleep and the negative consequences of sleep deprivation. Stick to a regular sleep schedule, including wake-up and bedtime, to synchronize with the body's circadian rhythm. Links from the episode:  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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Zack talks with Joe Hodge from American Printing House for the Blind, about building websites and systems for the visually impaired. They discuss why accessibility plugins may not be the panacea they claim to be and why good accessibility practices are beneficial to all users. Links from the episode:  https://www.w3.org/WAI/standards-guidelines/wcag/ 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.