Podcast appearances and mentions of stephanie everett

In episode 576, learn how to lead with empathy, build trust, and create space for growth by embracing both mentorship and sponsorship. Stephanie Everett talks with Michael Cohen, partner at Duane Morris and leadership coach, about what it really takes to inspire and support a team.  Mike shares his journey from employment litigator to building a training and coaching practice focused on culture, mental health, and leadership. He explains why sponsorship goes further than mentorship, how to adapt your style to truly know your people, and why allowing room for failure is essential to innovation.  Drawing on stories from coaching his daughters' softball team and lessons inspired by The West Wing, Mike highlights how intentional check-ins, vulnerability, and empathy can transform leaders into authentic allies. You'll leave with practical strategies to foster stronger workplace cultures, empower people to advocate for themselves, and lead with greater humanity in challenging times.  Listen to our other episodes on leadership & growth.  #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN  #527 – Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN  #499 – Conquering Self-Doubt, with Tim Atler Apple | Spotify | LTN  #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  00:00 – Growth, AI & Leadership at Lawyerist  06:01 – Small Team vs. Large Team Leadership  08:10 – Meet Michael Cohen  12:05 – From Litigator to Leadership Coach  22:02 – Lessons from Coaching & Embracing Failure  34:46 – West Wing Parable & Final Takeaways 

In episode 576, learn how to lead with empathy, build trust, and create space for growth by embracing both mentorship and sponsorship. Stephanie Everett talks with Michael Cohen, partner at Duane Morris and leadership coach, about what it really takes to inspire and support a team.  Mike shares his journey from employment litigator to building a training and coaching practice focused on culture, mental health, and leadership. He explains why sponsorship goes further than mentorship, how to adapt your style to truly know your people, and why allowing room for failure is essential to innovation.  Drawing on stories from coaching his daughters' softball team and lessons inspired by The West Wing, Mike highlights how intentional check-ins, vulnerability, and empathy can transform leaders into authentic allies. You'll leave with practical strategies to foster stronger workplace cultures, empower people to advocate for themselves, and lead with greater humanity in challenging times.  Listen to our other episodes on leadership & growth.  #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN  #527 – Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN  #499 – Conquering Self-Doubt, with Tim Atler Apple | Spotify | LTN  #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  00:00 – Growth, AI & Leadership at Lawyerist  06:01 – Small Team vs. Large Team Leadership  08:10 – Meet Michael Cohen  12:05 – From Litigator to Leadership Coach  22:02 – Lessons from Coaching & Embracing Failure  34:46 – West Wing Parable & Final Takeaways  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

Special guest David Audrain, CEO of Exposition Development Company, joins the Suite Spot to discuss the upcoming 2025 Independent Hotel Show Miami and how Expo DevCo develops, facilitates, and hosts the convention. Attendees will also learn what they can look forward to from this year's event and much more in the episode. Ryan Embree: Welcome to Suite Spot, where hoteliers check in, and we check out what's trending in hotel marketing. I'm your host, Ryan Embree. Hello everyone, and welcome to another episode of The Suite Spot. We have reached the crescendo of our Independent Hotel Show series. It is fast approaching here and with me to preview the Independent Hotel show. Miami got a very special guest, David Arin, CEO, and partner of Expo Devco, which owns and produces the Independent Hotel Show Miami. David, thank you so much for joining me. I'm excited to talk about this event that is just around the corner here. David Audrain: Thank you, Ryan. I'm very happy to be here with you and always happy to talk about our show. Ryan Embree: Yes, it's an incredible show. We're gonna talk about the history, but before we get into talking about the show, what you have geared up for Miami Beach in September. I wanna first talk about maybe your career journey and what led you to Expo Devco and your involvement with the Independent Hotel show, Miami. David Audrain: Well, I'll, I'll try not to bore everybody with too much detail, but, I grew up in Europe, to a English Father, American mother, born in the us, grew up in Europe, little island of Jersey, the original one, not the new one. Right off the French Coast. Actually, my father and his father's business before was a Green Grocers, wholesale and retail green grocery business. So, I actually was walking in the back doors of kitchens of independent hotels from a very early age and always had some good contacts and good friends in the hotel business growing up and going forward. Ended up leaving Europe and moving to the US Back in 1989, I'd sold a technology business and moved to the US and ended up working for an association, happened to be the Texas Restaurant Association. And my very first trade show was a substantial show in Texas for the restaurant and hospitality industry. And that's what got me hooked on the trade show business. So I've now been in the trade show business for 33 years, and worked for several major, some of the largest trade show organizers in the world. I've produced some of the largest trade shows in the world, everything from the largest automotive aftermarket show to the largest floor covering show to the largest apparel fashion, manufacturing industry shows. And ended up running the North American business for a major European company called Messer Frankfurt. Ran that for seven odd years. And then in January of 2012, my partner, who happens to also be my wife, Stephanie Everett and I left that business and started Exposition Development company, Expo Devco. We've partnered over the years with several companies out of Europe and produce different shows. And the one that's obviously relevant to here is the independent hotel show. The company that originally launched the Independent Hotel show in London is a company called Montgomery Group. They're a 130 year old family exhibition business. And they had started the Independent Hotel show in London, more than a dozen years ago. And I happened to visit it and talk with my friends that owned the Montgomery and really liked what they were doing with it, the specific niche for independent hotel, independent luxury boutique hotel operators. And that's how, that's how we, we first got started. Ryan Embree: It's an incredible story. You've seen it all, but hospitality being the one that brought you into, being your first show, I think is super special to hear. And that's, I think the beauty of hospitality, David, is that, you know, we all get to experience it. Maybe some of those other,

Learn how to overcome busyness, start meaningful conversations, and build lasting adult friendships that enrich both your personal and professional life. In this episode, Stephanie Everett talks with Kat Vellos, author of We Should Get Together: The Secret to Cultivating Better Friendships, about practical ways to form new connections, deepen existing relationships, and create a sense of community. You'll discover strategies for moving beyond small talk, making the most of your time, and using Kat's four “seeds of connection” framework to help relationships thrive.  Kat shares research-backed insights on why friendships matter for well-being, how to integrate connection into your daily life without adding more to your to-do list, and ways to authentically connect with neighbors, colleagues, and acquaintances. Whether you're looking to expand your circle, reconnect with old friends, or foster deeper ties in your professional network, this conversation offers actionable ideas you can start using today.  Listen to our other episodes on Careers & Professional Development.    Episode #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert (leadership and professional growth) Apple | Spotify | LTN  Episode #567 – From Quiet to Confident: Redefining Success as an Introverted Lawyer, with Heidi Brown (confidence-building for career success) Apple | Spotify | LTN  Episode #564 – The Gift in the Struggle: Leveraging Emotional Intelligence for Growth Apple | Spotify | LTN  Episode #520 – The Truth About Lawyer Self‑Care: Prioritize or Suffer (personal well-being integral to professional longevity) 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.    Links from the episode:    Learn More about LabCon  We Should Get Together: The Secret to Cultivating Better Friendships    Chapters:  00:56 – Lab Con: Hands-On Business Building for Lawyers  04:43 – Meet Kat Vellos: Author & Friendship Expert  08:47 – Why Adults Have Fewer Close Friends Today  13:44 – Finding Time for Friends & the “Seeds of Connection”  16:20 – How to Meet Neighbors and Build Local Ties  18:53 – Moving Beyond Small Talk with Meaningful Questions  22:49 – Using Conversation Prompts to Connect at Work  26:30 – Committing to Local Friendships & Staying Connected 

Learn how to overcome busyness, start meaningful conversations, and build lasting adult friendships that enrich both your personal and professional life. In this episode, Stephanie Everett talks with Kat Vellos, author of We Should Get Together: The Secret to Cultivating Better Friendships, about practical ways to form new connections, deepen existing relationships, and create a sense of community. You'll discover strategies for moving beyond small talk, making the most of your time, and using Kat's four “seeds of connection” framework to help relationships thrive.  Kat shares research-backed insights on why friendships matter for well-being, how to integrate connection into your daily life without adding more to your to-do list, and ways to authentically connect with neighbors, colleagues, and acquaintances. Whether you're looking to expand your circle, reconnect with old friends, or foster deeper ties in your professional network, this conversation offers actionable ideas you can start using today.  Listen to our other episodes on Careers & Professional Development.    Episode #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert (leadership and professional growth) Apple | Spotify | LTN  Episode #567 – From Quiet to Confident: Redefining Success as an Introverted Lawyer, with Heidi Brown (confidence-building for career success) Apple | Spotify | LTN  Episode #564 – The Gift in the Struggle: Leveraging Emotional Intelligence for Growth Apple | Spotify | LTN  Episode #520 – The Truth About Lawyer Self‑Care: Prioritize or Suffer (personal well-being integral to professional longevity) 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.    Links from the episode:    Learn More about LabCon  We Should Get Together: The Secret to Cultivating Better Friendships    Chapters:  00:56 – Lab Con: Hands-On Business Building for Lawyers  04:43 – Meet Kat Vellos: Author & Friendship Expert  08:47 – Why Adults Have Fewer Close Friends Today  13:44 – Finding Time for Friends & the “Seeds of Connection”  16:20 – How to Meet Neighbors and Build Local Ties  18:53 – Moving Beyond Small Talk with Meaningful Questions  22:49 – Using Conversation Prompts to Connect at Work  26:30 – Committing to Local Friendships & Staying Connected  Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode recorded live at the Becker's Hospital Review 15th Annual Meeting features Stephanie Everett, Administrator of Mountrail Bethel Home and Chief Executive Officer of Mountrail County Medical Center. She shares her journey from foundation director to CEO, highlights a $53 million expansion project, and discusses the importance of listening to staff, addressing rural staffing challenges, and embracing technology to deliver the best possible patient care.

Learn how to navigate difficult conversations, manage risk, and lead with integrity in legal settings by building courage as a practical skill. In this conversation, Stephanie Everett is joined by Jim Detert, professor at UVA's Darden School of Business and author of Choosing Courage: The Everyday Guide to Being Brave at Work.  Together, they explore why speaking up at work is so hard, how fear and stress shape behavior, and what lawyers can do to build confidence over time. Jim introduces tools like the “courage ladder” to help professionals take small, strategic steps toward more effective and values-aligned leadership.  Legal professionals will gain:  Skills to manage fear and prepare for high-stakes conversations  A framework for building everyday workplace courage  Insight into the cost of silence in legal practice  Guidance on how to align personal values with professional conduct Ideal for lawyers, firm leaders, and legal professionals who want to take more intentional action in their work and leadership.    Listen to our other episodes on personal leadership:   Episode 491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN  Episode 494: How to Stop Procrastination and Conquer Your To-Do List, with Paul Unger Apple | Spotify | LTN  Episode 499: Conquering Self‑Doubt, with Tim Atler Apple | Spotify | LTN  Episode 508: From Retreat to Rebrand, with Patricia Mancabelli 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:  0:00 – Contranyms & Clarity in Legal Language  2:39 – Meet Jim Detert: Leadership Professor & Author of Choosing Courage  3:18 – Why Speaking Up at Work Feels So Hard  4:56 – Courage Is Not a Personality Trait: Debunking the Myths  6:28 – Practicing Bravery Like a Skill: The Importance of Reps  7:30 – Fear, Physiology, and Mindset: What's Really Holding You Back  10:40 – From Performance to Growth: Reframing Stress and Risk  13:18 – How to Start Tough Conversations Without Fluff  16:39 – When Courage Gets Risky: Speaking Up in Politicized Professions  20:20 – Values vs. Aspirations: What Do You Really Stand For?  26:51 – The Long-Term Costs of Staying Silent  28:49 – Building a Courage Ladder: Start Small, Scale Up  32:34 – First Steps to Practicing Everyday Courage  33:34 – Final Reflections: Leading with Bravery at Work   

Learn how to navigate difficult conversations, manage risk, and lead with integrity in legal settings by building courage as a practical skill. In this conversation, Stephanie Everett is joined by Jim Detert, professor at UVA's Darden School of Business and author of Choosing Courage: The Everyday Guide to Being Brave at Work.  Together, they explore why speaking up at work is so hard, how fear and stress shape behavior, and what lawyers can do to build confidence over time. Jim introduces tools like the “courage ladder” to help professionals take small, strategic steps toward more effective and values-aligned leadership.  Legal professionals will gain:  Skills to manage fear and prepare for high-stakes conversations  A framework for building everyday workplace courage  Insight into the cost of silence in legal practice  Guidance on how to align personal values with professional conduct Ideal for lawyers, firm leaders, and legal professionals who want to take more intentional action in their work and leadership.    Listen to our other episodes on personal leadership:   Episode 491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN  Episode 494: How to Stop Procrastination and Conquer Your To-Do List, with Paul Unger Apple | Spotify | LTN  Episode 499: Conquering Self‑Doubt, with Tim Atler Apple | Spotify | LTN  Episode 508: From Retreat to Rebrand, with Patricia Mancabelli 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:  0:00 – Contranyms & Clarity in Legal Language  2:39 – Meet Jim Detert: Leadership Professor & Author of Choosing Courage  3:18 – Why Speaking Up at Work Feels So Hard  4:56 – Courage Is Not a Personality Trait: Debunking the Myths  6:28 – Practicing Bravery Like a Skill: The Importance of Reps  7:30 – Fear, Physiology, and Mindset: What's Really Holding You Back  10:40 – From Performance to Growth: Reframing Stress and Risk  13:18 – How to Start Tough Conversations Without Fluff  16:39 – When Courage Gets Risky: Speaking Up in Politicized Professions  20:20 – Values vs. Aspirations: What Do You Really Stand For?  26:51 – The Long-Term Costs of Staying Silent  28:49 – Building a Courage Ladder: Start Small, Scale Up  32:34 – First Steps to Practicing Everyday Courage  33:34 – Final Reflections: Leading with Bravery at Work    Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

Your law firm isn't just a business—it's an evolving system. And what works in one stage of growth can sink you in another.  In this episode, Zack Glaser and Stephanie Everett introduce the new Lawyerist Small Firm Scorecard™, a tool that helps lawyers identify which stage their firm is in—and what to focus on next.  Stephanie breaks down the four key stages of firm development, shares the reasoning behind the Scorecard's redesign, and explains how understanding your stage changes everything: from hiring to marketing to long-term planning.  Lawyerist Lab is evolving alongside the new scorecard, offering coaching clients a more personalized, stage-specific growth path. If you're building a law firm with long-term goals, this episode will help you step back, recalibrate, and take the right action for where you are now.  Listen to our other episodes on Law Firm Growth :   #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | Lawyerist  #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential with Leticia Desuze Apple | Spotify | Lawyerist  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | Lawyerist  #522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   0:00 – Episode Introduction and the Power of Unplugged Vacations  4:49 – Tabs3 Spotlight: Practice Management That Adapts to You  14:48 – Why the Small Firm Scorecard™ Got a Makeover 16:50 – Inside the New Scorecard: Defined Benchmarks, Real Clarity 19:10 – The Healthy Firm Model: The Six Pillars of Sustainable Growth 21:00 – Mapping Your Firm's Stage: Launch, Build, Grow, or Exit 27:26 – Coaching Evolved: How the Scorecard Shapes Lawyerist Lab 30:58 – From Overwhelm to Focus: Coaching Like a Personal Trainer 34:38 – What to Do Next: Take the Scorecard, Get a Plan 

Your law firm isn't just a business—it's an evolving system. And what works in one stage of growth can sink you in another.  In this episode, Zack Glaser and Stephanie Everett introduce the new Lawyerist Small Firm Scorecard™, a tool that helps lawyers identify which stage their firm is in—and what to focus on next.  Stephanie breaks down the four key stages of firm development, shares the reasoning behind the Scorecard's redesign, and explains how understanding your stage changes everything: from hiring to marketing to long-term planning.  Lawyerist Lab is evolving alongside the new scorecard, offering coaching clients a more personalized, stage-specific growth path. If you're building a law firm with long-term goals, this episode will help you step back, recalibrate, and take the right action for where you are now.  Listen to our other episodes on Law Firm Growth :   #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | Lawyerist  #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential with Leticia Desuze Apple | Spotify | Lawyerist  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | Lawyerist  #522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   0:00 – Episode Introduction and the Power of Unplugged Vacations  4:49 – Tabs3 Spotlight: Practice Management That Adapts to You  14:48 – Why the Small Firm Scorecard™ Got a Makeover 16:50 – Inside the New Scorecard: Defined Benchmarks, Real Clarity 19:10 – The Healthy Firm Model: The Six Pillars of Sustainable Growth 21:00 – Mapping Your Firm's Stage: Launch, Build, Grow, or Exit 27:26 – Coaching Evolved: How the Scorecard Shapes Lawyerist Lab 30:58 – From Overwhelm to Focus: Coaching Like a Personal Trainer 34:38 – What to Do Next: Take the Scorecard, Get a Plan  Learn more about your ad choices. Visit megaphone.fm/adchoices

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts  

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts   Learn more about your ad choices. Visit megaphone.fm/adchoices

Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach.  You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future.  For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise.    Listen to our other episode with Bernadette Harris:  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify |  Lawyerist  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist  #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters:  (00:00) Introduction  (04:36) Diving into Key Performance Indicators (KPIs)  (06:38) Understanding Your Firm's Profitability: Net Profit Margin  (10:47) Optimizing Team Productivity: Utilization Rate  (15:51) Maximizing Revenue Collection: Realization Rate  (21:21) Improving Cash Flow: Managing AR Aging  (25:36) Strategic Insights: Revenue by Practice Area  (28:32) Working with a Financial Coach and a Special Announcement 

Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach.  You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future.  For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise.    Listen to our other episode with Bernadette Harris:  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify |  Lawyerist  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist  #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters:  (00:00) Introduction  (04:36) Diving into Key Performance Indicators (KPIs)  (06:38) Understanding Your Firm's Profitability: Net Profit Margin  (10:47) Optimizing Team Productivity: Utilization Rate  (15:51) Maximizing Revenue Collection: Realization Rate  (21:21) Improving Cash Flow: Managing AR Aging  (25:36) Strategic Insights: Revenue by Practice Area  (28:32) Working with a Financial Coach and a Special Announcement  Learn more about your ad choices. Visit megaphone.fm/adchoices

Attorney Craig Dobson, an expert on ethics and professional responsibility, joins Stephanie Everett to talk about the ethical and professional responsibility concerns lawyers face in a rapidly evolving legal landscape. They discuss how solo and small firm attorneys can stay compliant while leveraging new tools, the importance of confidentiality and competence, and the fundamental need to maintain diligence in your practice. Craig and Stephanie examine alternative fee structures beyond just hourly billing and provide guidance on ethical practices around lawyer pricing models. Craig also shares how he's approaching billing in his own practice and why lawyers need to be proactive about understanding the risks.  Read Craig's article: Overview | Full Article    Listen to our other episodes about ethics and alternative billing practices:   #350: Ethics in Your Business: It's More than Regulations, with Susan Liautaud Apple Podcasts | Spotify | Legal Talk Network  #488: The Power of Value-Based Pricing, with Shaun Jardine Apple Podcasts | Spotify | Lawyerist   #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple Podcasts | Spotify | Lawyerist  #547: Legal Tech You Need for Flat Fees, with Adriana Linares Apple Podcasts | Spotify | Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters:    00:00 Introduction   00:18 Lawyerist Coaching  05:22 Expense Tracking in MyCase   10:01 Integrating Finance with Practice  14:54 Immigration Law and the Current Administration  17:53 Specialization and Maintaining Competence Across Multiple Areas  22:39 Lawyer Pricing Models in an Era of Uncertainty 

Attorney Craig Dobson, an expert on ethics and professional responsibility, joins Stephanie Everett to talk about the ethical and professional responsibility concerns lawyers face in a rapidly evolving legal landscape. They discuss how solo and small firm attorneys can stay compliant while leveraging new tools, the importance of confidentiality and competence, and the fundamental need to maintain diligence in your practice. Craig and Stephanie examine alternative fee structures beyond just hourly billing and provide guidance on ethical practices around lawyer pricing models. Craig also shares how he's approaching billing in his own practice and why lawyers need to be proactive about understanding the risks.  Read Craig's article: Overview | Full Article    Listen to our other episodes about ethics and alternative billing practices:   #350: Ethics in Your Business: It's More than Regulations, with Susan Liautaud Apple Podcasts | Spotify | Legal Talk Network  #488: The Power of Value-Based Pricing, with Shaun Jardine Apple Podcasts | Spotify | Lawyerist   #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple Podcasts | Spotify | Lawyerist  #547: Legal Tech You Need for Flat Fees, with Adriana Linares Apple Podcasts | Spotify | Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters:    00:00 Introduction   00:18 Lawyerist Coaching  05:22 Expense Tracking in MyCase   10:01 Integrating Finance with Practice  14:54 Immigration Law and the Current Administration  17:53 Specialization and Maintaining Competence Across Multiple Areas  22:39 Lawyer Pricing Models in an Era of Uncertainty  Learn more about your ad choices. Visit megaphone.fm/adchoices

Boosting efficiency starts with basic tools your law firm probably already has! But, if you're not engaging with your tools effectively, your firm may very well be falling behind the competition. Niki Black and Stephanie Everett talk with Dan Lear about their session on enhancing law firm workflows and client experience with simple, innovative technology. Embracing tools for scheduling, finances, communications, and more improves your firm's productivity, draws in new clients, and helps you do your best work.  Nicole Black is an attorney, author and journalist, and serves as the principal legal insight strategist at MyCase (AffiniPay). She is the nationally-recognized author of “Cloud Computing for Lawyers” and co-authored “Social Media for Lawyers: The Next Frontier”.  Stephanie Everett is CEO and a Law Firm Business Coach at Lawyerist and serves as Affinity Consulting Group's Chief Growth Officer. She is a co-author of Lawyerist's book, “The Small Firm Roadmap”. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this “Super Episode,” host Adriana Linares is joined by Stephanie Everett, a host for the Lawyerist podcast on the Legal Talk Network and the chief growth officer, lab coach, and speaker with Lawyerist, a firm dedicated to helping solo and small legal practices flourish in every area including marketing, finance, staffing, and legal tech. Twice the hosting! Together, they tackle the transition to flat-fee billing and explain how it can sometimes be a better solution for lawyers and their clients.  Clients are used to the traditional billable hour, but in reality, they aren't paying for your time, they are paying for results. They are paying you for what you achieve. So why not bill that way?  This doesn't have to be all or nothing. Some jobs can be better handled with a straight up, flat fee or a subscription model. Others may still require hourly billing. Or maybe one part of the case is a set amount, with hourly add-ons if the case drags on.  The goal is never to see your practice earn less revenue, but flat-fee billing can benefit both client and lawyer. Think of how many times clients were afraid to call you or chat a bit to build a relationship because they worried the clock was ticking. Hear how you can try it out, “play with” a rate shift. Maybe even present clients with an option. If you've been curious about how flat-fee billing can work, this is the episode for you.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Flat-fee billing? It can be done, and it can offer advantages to both clients and law firms. Clients are paying for results, not “hours. How you price your services doesn't have to be one way or the other. It can be both. Some tasks can be set for a straight up, transparent flat fee. Others may work best at an hourly rat Explaining fees to clients is a new concept. But clients often warm up to new ways of doing things if they're given the chance and understand their options. It starts with honest, clear conversations. (Don't forget to help your own staff understand, too.)  Mentioned in This Episode: Previously on Lawyerist podcast, “#547: Legal Tech You Need for Flat Fees, with Adriana Linares” ABA TECHSHOW 2025 Clio Cloud Conference 2025 Clio Legal Trends Report

Dreaming of launching your own law firm or leveling up your current practice? In this episode, Stephanie Everett shares the top five game-changing strategies you need to know to build a thriving law firm. From crafting a crystal-clear vision to mastering your tech stack and establishing solid legal and financial foundations, they've got you covered.  Links from the episode:   Amplify your legal practice with Paxton AI   Paxton AI  We just announced a $22M Series A funding round  Listeners can sign up for our webinar - accelerating your practice with AI on 2/19 here.   CHAPTERS:   00:00 - Best Law Firm Websites Contest   04:16 - AI in Legal Research with Paxton.ai   12:39 - Introduction to Stephanie   16:48 - Define Vision and Business Strategy   19:30 - Legal and Financial Framework Setup   22:49 - Legal Tech Stack Overview   26:54 - Marketing Strategies for Law Firms   31:05 - Financial and Operational Discipline   33:35 - Key Performance Indicators (KPIs) Tracking   37:15 - Importance of Saying No in Business   39:45 - Five Essential Actions for Success   41:43 - Outro 

In this “Super Episode,” host Adriana Linares is joined by Stephanie Everett, a host for the Lawyerist podcast on the Legal Talk Network and the chief growth officer, lab coach, and speaker with Lawyerist, a firm dedicated to helping solo and small legal practices flourish in every area including marketing, finance, staffing, and legal tech. Twice the hosting! Together, they tackle the transition to flat-fee billing and explain how it can sometimes be a better solution for lawyers and their clients.  Clients are used to the traditional billable hour, but in reality, they aren't paying for your time, they are paying for results. They are paying you for what you achieve. So why not bill that way?  This doesn't have to be all or nothing. Some jobs can be better handled with a straight up, flat fee or a subscription model. Others may still require hourly billing. Or maybe one part of the case is a set amount, with hourly add-ons if the case drags on.  The goal is never to see your practice earn less revenue, but flat-fee billing can benefit both client and lawyer. Think of how many times clients were afraid to call you or chat a bit to build a relationship because they worried the clock was ticking. Hear how you can try it out, “play with” a rate shift. Maybe even present clients with an option. If you've been curious about how flat-fee billing can work, this is the episode for you.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Flat-fee billing? It can be done, and it can offer advantages to both clients and law firms. Clients are paying for results, not “hours. How you price your services doesn't have to be one way or the other. It can be both. Some tasks can be set for a straight up, transparent flat fee. Others may work best at an hourly rat Explaining fees to clients is a new concept. But clients often warm up to new ways of doing things if they're given the chance and understand their options. It starts with honest, clear conversations. (Don't forget to help your own staff understand, too.)  Mentioned in This Episode: Previously on Lawyerist podcast, “#547: Legal Tech You Need for Flat Fees, with Adriana Linares” ABA TECHSHOW 2025 Clio Cloud Conference 2025 Clio Legal Trends Report Learn more about your ad choices. Visit megaphone.fm/adchoices

Dreaming of launching your own law firm or leveling up your current practice? In this episode, Stephanie Everett shares the top five game-changing strategies you need to know to build a thriving law firm. From crafting a crystal-clear vision to mastering your tech stack and establishing solid legal and financial foundations, they've got you covered.  Links from the episode:   Amplify your legal practice with Paxton AI   Paxton AI  We just announced a $22M Series A funding round  Listeners can sign up for our webinar - accelerating your practice with AI on 2/19 here.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Jared may be too busy to write personalized Valentines for each member of the Legal Toolkit community, so, instead, he's gifting you with a special rebroadcast of an excellent episode from our friends over at Lawyerist. In this episode, Stephanie Everett sits down with Matthew Hunt on Lawyerist Podcast to break down the art of creating high-impact, snackable content for LinkedIn. Because let's face it—if you're not using LinkedIn to boost visibility, generate leads, and build real connections, you're leaving opportunities on the table. Matthew shares his best strategies for turning LinkedIn into a powerful tool for growing your law firm, attracting referrals, and making sure you stay top of mind in your network. Get ready to rethink how you use LinkedIn!

Jared may be too busy to write personalized Valentines for each member of the Legal Toolkit community, so, instead, he's gifting you with a special rebroadcast of an excellent episode from our friends over at Lawyerist. In this episode, Stephanie Everett sits down with Matthew Hunt on Lawyerist Podcast to break down the art of creating high-impact, snackable content for LinkedIn. Because let's face it—if you're not using LinkedIn to boost visibility, generate leads, and build real connections, you're leaving opportunities on the table. Matthew shares his best strategies for turning LinkedIn into a powerful tool for growing your law firm, attracting referrals, and making sure you stay top of mind in your network. Get ready to rethink how you use LinkedIn! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Stephanie Everett, CEO and Administrator of Mountrail County Medical Center, shares her remarkable journey of leadership and community-focused innovation in rural North Dakota. From navigating staffing challenges to spearheading a $47 million nursing home project, Stephanie highlights the importance of culture, collaboration, and care in building a thriving healthcare campus.

Stephanie Everett, Chief Growth Officer and Business Coach at Lawyerist, shares the 6 principles she teaches businesses to grow in a healthy and sustainable way. She covers topics ranging from the mindset of the owner, to how to set a clear vision and hire a stellar team, plus why she hates hourly billing and what you should do instead.Learn more about her companies here: lawyerist.com and affinityconsulting.comTimestamps00:00 Highlight and Intro01:51 Stephanie Everett's Journey to Lawyerist04:58 Transitioning to Ownership and Leadership09:41 Merging Companies16:53 Coaching at Scale: A New Approach23:32 Building a Healthy Owner Mindset33:36 Defining a Clear Vision for Your Business44:32 The Importance of Team Values50:46 How To Find Great Employees54:32 Attracting and Retaining Ideal Clients1:05:17 How To Get Off Hourly Billing1:09:47 Implementing The Right Systems and Technology1:19:10 Final ThoughtsClearBrand Social & WebsiteWebsite: https://clearbrand.com/X (Twitter): /clearbrand_LinkedIn: /clearbrand-co/Instagram: /clearbrand_Facebook: /clearbrandcoNewsletter: https://clearbrand.com/subscribe/

In this episode of the Lawyerist Podcast, Stephanie Everett and Law Firm GC founder Jonathan Hawkins dive into essential lawyer protections that every law firm needs to avoid common legal pitfalls. Jonathan shares expert advice to safeguard your practice from client, staff, and third-party risks. Discover how to draft solid retainer agreements, ensure adequate insurance coverage, and implement robust conflict processes and cybersecurity measures. These strategies are crucial for any law firm aiming to thrive. Plus, learn about the importance of written policies and wellness support for attorneys.  Links from the episode:   Golden Rules Retainer Agreements  Subscribe to our Youtube channel   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! 

In this episode of the Lawyerist Podcast, Stephanie Everett and Law Firm GC founder Jonathan Hawkins dive into essential lawyer protections that every law firm needs to avoid common legal pitfalls. Jonathan shares expert advice to safeguard your practice from client, staff, and third-party risks. Discover how to draft solid retainer agreements, ensure adequate insurance coverage, and implement robust conflict processes and cybersecurity measures. These strategies are crucial for any law firm aiming to thrive. Plus, learn about the importance of written policies and wellness support for attorneys.  Links from the episode:   Golden Rules Retainer Agreements  Subscribe to our Youtube channel  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! 

Welcome to another episode of The Law Firm Blueprint #summerseries! In this episode, Seth Price sits down with Stephanie Everett, the Chief Lab Coach and CEO of Lawyerist, to discuss the fundamentals of building a healthy law firm. Lawyerist, known for its emphasis on sustainability and comprehensive growth strategies, offers invaluable insights for law firm owners at every stage of their journey. Stephanie shares the core philosophy of Lawyerist, emphasizing the importance of a healthy firm — not just in terms of profits but also strategy, team, systems, processes, and the well-being of the owner. The discussion covers various aspects of their Lawyerist Lab program, designed to cater to law firms from startup phases to legacy planning, ensuring a robust framework for growth and sustainability. Tune in to learn about the importance of mindset shifts for law firm owners, the critical role of non-lawyer administrators, and innovative succession planning strategies. Discover how Lawyerist is helping lawyers build successful, forward-thinking practices that adapt to modern challenges and opportunities. Don't miss this insightful conversation packed with practical advice for every law firm owner! #LawFirm #LawFirmGrowth #LegalMarketing #Lawyerist #SummerSeries

Stephanie Everett is CEO of Lawyerist, a major league coaching program for lawyers that is dedicated to improving its members' lives through growing and sustaining a healthy business. She also hosts the popular Lawyerist Podcast, which is geared toward improving the workflow of law firms. On top of this, Stephanie has co-authored the bestselling book, The Small Firm Roadmap Revisited. Here's a Glimpse of What You'll Learn 0:00 Introduction 2:12 How Stephanie Got Started 4:10 Deciding to Leave Big Law 5:41 Creating the ‘Lawyerist Podcast' 7:15 What Stands Out About Lawyerist 10:20 Process of Coaching Lawyers 15:39 Coaching Different Kinds of Lawyers 18:15 Biggest Client Success Stories 22:05 Stephanie's Mentors 23:24 Daily Rituals and Routines 25:20 Wrapping Up Lawyerist is a team of veteran legal professionals, tech enthusiasts, and business coaches dedicated to the improvement of lawyers' lives and wellbeing in and out of the office. Their resources and expertise are effectively endless as they provide what you need to know about running your firm and getting more out of it. This isn't a program that will tell you to simply charge more and work less. Instead, they work with you to develop solutions to your problems that keep work interesting. Check out the Lawyerist team today. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Stephanie Everett of Lawyerist This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.

In this week long series, Lawyers Who Lead covers insights from 2024 ABA Tech Show in Chicago, Illinois. In episode one, we interview Stephanie Everett, the CEO of Lawyerist. Stephanie, a pioneer in the legal tech space and a recognized contributor to legal tech and innovation, delves into her journey from owning a law firm to becoming a business coach for lawyers. She discusses the challenges lawyers face in running a business and how they can strategically tackle them. She further advocates for shifting from billable hours towards more innovative billing solutions. Stephanie also addresses the significance of effectively leading in the legal tech sector, emphasizing the necessity of making bold, risky statements to instigate change in the profession. Visit https://lawyerist.com/ to learn more.

The Whole Equestrian is known for aiming to bridge the gap between riding and wellness. Lake Girl Retreats offer a transformative experience for women fostering healing, connection, and empowerment all through the lens of mental, emotional, and physical wellness. It seems only natural that Dr. Tyler Held, EdD CMPC of The Whole Equestrian, and Stephanie Everett, M.Ed CHC of Total Evolution Health & Transition would collaborate on an epic journey for equestrians of all levels and disciplines. On this episode of the podcast, we are joined by Lake Girls of the past, present, and future to talk about wellness and what a retreat is all about. With a limited number of participants, these all-inclusive retreats ensure an intimate atmosphere where women can embrace where they've come from to honoring where they are at, all while setting goals and working towards where they want to be. The work done at these retreats showcase women supporting women while arriving at a higher level individually, truly nothing short of magical. This retreat includes: + Accommodations in a lovely lake house on Deep Creek Lake, MD + Over 18 hours total of wellness counseling & mental performance consulting + Delicious and nutritious food & drink! *cheers* + Luxury goodies and one-of-a-kind swag + Movement & adventure + Deep relaxation + Fire pit, hot tub, lake toys and more! If you're interested in this event, please send us a message at stephanie.e.bff@gmail.com. We'll shoot you a survey and connect with you on how we can customize this retreat for YOU

Debbie interviews Stephanie Everett, an authentic and accomplished leader in the legal field. They discuss Stephanie's inspiring journey from a lawyer to a leadership coach, her commitment to authenticity in leadership, and the transformative power of coaching, along with insights on women in leadership and the importance of diversity and inclusivity in building successful teams.    Check out the show notes for this episode on our website.   Connect with us: Facebook Twitter LinkedIn

Get Connected with SixFifty, a business and employment legal document automation tool. Sign up for Gavel using the code LAWSUBSCRIBED to get 10% off an annual subscription.  Purchase The Small Firm Roadmap Revisited. Visit Lawyerist and Affinity. Contact Stephanie at stephanie@lawyerist.com. Follow ⁠⁠⁠⁠@lawsubscribed⁠⁠⁠⁠ ⁠⁠⁠⁠everywhere⁠⁠⁠⁠. Visit ⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠ to discover more related content and to subscribe to the newsletter. Sign up for the Subscription Seminar Waitlist at ⁠⁠subscriptionseminar.com⁠⁠. ⁠⁠Become an advertiser⁠⁠. Check out ⁠⁠Mathew Kerbis'⁠⁠ law firm ⁠⁠Subscription Attorney LLC⁠⁠.

Have you heard? We released a new edition of our book! Our goal has always been to help lawyers better manage their firms. Now we have new strategies and stories to help in that journey. Today Jennifer sits down with co-authors of The Small Firm Roadmap Revisited, Aaron & Stephanie. They dive into the reframing they have done since writing the first edition and the major differences in our new book.   Links from the episode:  https://lawyerist.com/book/   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? Check out our coaching community to see if it's right for you.   Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.

Have you heard? We released a new edition of our book! Our goal has always been to help lawyers better manage their firms. Now we have new strategies and stories to help in that journey. Today Jennifer sits down with co-authors of The Small Firm Roadmap Revisited, Aaron & Stephanie. They dive into the reframing they have done since writing the first edition and the major differences in our new book.   Links from the episode:  https://lawyerist.com/book/   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? Check out our coaching community to see if it's right for you.   Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.

Are you a law firm owner looking to take your business to the next level? If you are, tune in to our latest Exhibit (A)ttorney episode, where our guest Stephanie Everett shares her top 10 tips to help you grow a firm you can be proud of.

Creating a happy path from intake to invoice makes firm processes easy and efficient, but how do you get there? Hosts Laurence Colletti and Stephanie Everett talk with Adrian Francis and Raquel Trinidad about getting paid without the hassle. They outline the importance of meeting clients where they're at, embracing flexible billing strategies, and using online billing for quick and easy payments. Adrian Francis is a Group Product Manager across Oil & Gas, Supply Chain, and Legal at Clio.  Raquel Trinidad is Manager of Product Marketing at Clio.

Creating a happy path from intake to invoice makes firm processes easy and efficient, but how do you get there? Hosts Laurence Colletti and Stephanie Everett talk with Adrian Francis and Raquel Trinidad about getting paid without the hassle. They outline the importance of meeting clients where they're at, embracing flexible billing strategies, and using online billing for quick and easy payments. Adrian Francis is a Group Product Manager across Oil & Gas, Supply Chain, and Legal at Clio.  Raquel Trinidad is Manager of Product Marketing at Clio.

Bad decision making is a very human problem, but that doesn't mean we can't override our natural tendencies and make successful choices. Host Stephanie Everett taps into Nika Kabiri's insights on science-based decision strategies. They discuss Nika's work at Clio and run through helpful decision making tactics for both your personal and professional life.  Stephanie Everett leads the Lawyerist community and Lawyerist Lab. Nika Kabiri is Senior Director of Decision Science at Clio.

Stephanie Everett talks with clinical psychologist and mental health advocate, Dr. Sherry Walling, about dealing with grief in the workplace. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode. 

Stephanie Everett talks with clinical psychologist and mental health advocate, Dr. Sherry Walling, about dealing with grief in the workplace. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode. 

Are you a believer of the old idea that "the customer is always right?" What happens when that rule comes into conflict with a trusted employee? Is there room for a better, more holistic approach to your firm's service? Our guest this week, Stephanie Everett, is here to advocate for a people-focused, not just client-focused, approach to running your firm and serving your clients. Stephanie is the VP of Community Success at Lawyerist and runs her own law firm consulting and growth coaching firm. Stephanie and I discuss what it means to be people-focused and how many firm owners and managers often miss the mark by putting their employees second. Your employees are a truly valuable resource, and understanding their goals and needs is crucial to your firm's success. This doesn't mean you're ignoring your clients' needs; rather, it's about finding the right balance between all three legs of the stool: owners, employees, and clients, and aligning your values with your employees.  Find Stephanie and Lawyerist at the following links: https://www.facebook.com/stephanie.everett.79 https://www.facebook.com/Lawyerist https://www.linkedin.com/in/stephanieaeverett/ https://www.linkedin.com/company/lawyerist-media-llc/ https://twitter.com/StephAEverett https://twitter.com/lawyerist ----- FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/1575616019297055 Here's a link for you to get 20% off your first year of using TextExpander! - https://fivestarcounsel.com/textexpander

Stephanie Everett talks with Energy Lawyer, Author, Blogger & Legal Innovation Influencer Carolyn Elefant about her newest book, Solo by Choice: How to Be the Lawyer You Always Wanted to Be. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode. 

Stephanie Everett talks with Energy Lawyer, Author, Blogger & Legal Innovation Influencer Carolyn Elefant about her newest book, Solo by Choice: How to Be the Lawyer You Always Wanted to Be. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode. 

Stephanie Everett talks with Lawyerist Lab coach and finance expert, Bernadette Harris, about law firm expenses, when it's okay to spend money on your business, and when debt might even be a good thing.  If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.  Check out the winners of this year's Best Law Firm Websites contest!

Stephanie Everett talks with Lawyerist Lab coach and finance expert, Bernadette Harris, about law firm expenses, when it's okay to spend money on your business, and when debt might even be a good thing.  If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.  Check out the winners of this year's Best Law Firm Websites contest!