Podcasts about super lawyers

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Best podcasts about super lawyers

Latest podcast episodes about super lawyers

Elawvate
Navigating the World of 30(b)(6) Depositions with Mark Kosieradski

Elawvate

Play Episode Listen Later Dec 5, 2022 40:21


Minnesota trial lawyer, Mark Kosieradski is not only a highly accomplished trial lawyer, but he has written multiple books and is recognized across the country as a leading expert on the use of 30(b)(6) depositions.  Mark joins Ben and Rahul to talk about his roots, practice and expertise using 30(b)(6) depositions to help build and win the case. About Mark KosieradzkiMark R. Kosieradzki is a board-certified civil trial advocate by the National Board of Trial Advocacy and the Minnesota State Bar Association. He is recognized in Best Lawyers in America in addition to recently receiving his twenty-first Super Lawyer award. Mr. Kosieradzki is a past president of the Minnesota Association for Justice (MNAJ, formerly known as the Minnesota Trial Lawyers Association) and the Minnesota Chapter of the American Board of Trial Advocates (ABOTA). He was on the Board of Governors for the American Association for Justice and is a member of the Million Dollar Advocates Forum. Mr. Kosieradzki is an expert on 30(b)(6) depositions and teaches his techniques at seminars across the country. He is nationally renowned for his knowledge of 30(b)(6) deposition practice and authored 30(b)(6): Deposing Corporations, Organizations & the Government. From Mark: I am the son of Polish immigrants. My mother fought in the Polish Underground in Warsaw during World War II. She was captured by the Nazis and imprisoned in a Nazi camp. My father was captured by the Russians and sent to a Gulag north of the Arctic Circle. They survived the war and ultimately immigrated to the United States. My parents taught me to stand up for what is right and to be scrappy. They also taught me that every day is an opportunity for a new adventure. These lessons have guided me to success professionally and personally. In addition to the passion I have for my work, I am an avid cyclist. At age 50 I took up playing the blues harmonica and on my 60th birthday I took up surfing in Costa Rica. This past year I took salsa lessons in Havana. As my parents taught me, and I share with my own children: look for and pursue the opportunities to do something meaningful and keep life exciting.

The Great Trials Podcast
GTP CLASSIC: Mark Avera │Wiederhold v. Domino's Pizza LLC│$9 Million Verdict

The Great Trials Podcast

Play Episode Listen Later Nov 22, 2022 71:51


This week we're replaying a classic episode where your hosts Steve Lowry and Yvonne Godfrey interview Mark Avera of Avera and Smith (https://www.avera.com/).   Remember to rate and review GTP in iTunes: Click Here to Rate and Review   Episode Details: Gainesville, Florida trial lawyer Mark Avera of Avera & Smith explains how he secured justice for Yvonne Wiederhold, the wife of the late Rich Wiederhold, by connecting the actions of one negligent delivery driver in Orlando, Florida to the larger Domino's Pizza corporation through established right-of-control practices. Rich, a retired Brevard County District Fire Chief, strategically swerved and ultimately rolled his truck to avoid crashing into a Domino's delivery car that pulled out in front of him. Rich was rendered a quadriplegic and died 15 months later due to complications. An Orange County, Florida jury returned a verdict of $8,977,788.55 in damages against Domino's Pizza LLC. View/Download Trial Documents   Guest Bio: Mark Avera Like his father before him, Mark Avera has a history of many years of service to the people of Florida. His knowledge and understanding of the legal needs of his clients come not only from the practice of law but from his early career as sheriff's deputy in Alachua County. Before becoming a law partner at Avera & Smith in 1989 (then Avera & Avera), Mark served as a sheriff's deputy for Alachua County. He became the department's youngest deputy ever to be promoted to the rank of Sergeant. His primary assignments were uniform patrol division, SWAT, and the supervision of the department's Street Crimes Unit. Mark completed his bachelor's degree at the University of Florida while working midnight shifts for the Sheriff's Department and went on to graduate from UF with a law degree. Today, Mark serves as Managing Partner for Avera & Smith and works alongside his brother, Lance Avera, who specializes in workers' compensation law, and partner Rod Smith, who specializes in personal injury law. Mark is Board Certified in Civil Trial Law (B.C.S.) by the Florida Bar. He received his initial certification in 1998 and has remained qualified for board certification in civil trial law since that time. Board Certification is the Florida Bar's highest level of evaluation in competence and experience within a specific area of law and indicates superior professionalism and ethics in practice. Only slightly more than 1,000 of the more than 100,000 lawyers currently licensed in the State of Florida are actually Board Certified in Civil Trial Law. During his career, Mark's professionalism and dedication to his work as a trial advocate are reflected by his induction into the American Board of Trial Advocates (ABOTA) and in 2015 his induction into the International Society of Barristers. His accomplishments in the courtroom are recognized yearly in legal publications such as Florida Trend's Legal Elite, Florida's Super Lawyers, and in 2007 he was recognized by Lawdragon as one of the top 500 Plaintiff's lawyers in America. After the landmark Supreme Court decision in Engle v. Liggett Group, Inc., Mark has been involved in representing Engle plaintiffs against various tobacco companies responsible for the deaths of smokers who began smoking as children in the 1940s and 1950s. Beyond his professional achievements, he believes in community service to give back to the community which has been an integral part of his life. Mark serves on the Board of Directors for the Santa Fe College Foundation and in the past served on the Boards of Directors for the Children's Home Society, North Central Florida Community Foundation, and the Executive Committee of the North Florida Heart Ball, American Heart Association. Mark is married to the former Stacy Marie Upchurch and their blended family consists of four children; Alexandria, Danielle, Myles, and Weston. They all enjoy the outdoors and travel. Read Full Bio   Show Sponsors: Legal Technology Services - LegalTechService.com Digital Law Marketing - DigitalLawMarketing.com Harris Lowry Manton LLP - hlmlawfirm.com   Free Resources: Stages Of A Jury Trial - Part 1 Stages Of A Jury Trial - Part 2

Grow Your Law Firm
The Benefits of Hiring Offshore Employees with Jason Melton

Grow Your Law Firm

Play Episode Listen Later Nov 18, 2022 25:59


Welcome to episode 152 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode Ken sits down with Jason Melton and they talk about the benefits to hiring offshore employees.   Jason started his career fighting for victims in Florida's criminal courtrooms and has continued that drive for equity and accountability in the civil arena against insurance companies and some of the country's largest corporate entities. He is a life member of both the Million Dollar and Multi-Million Dollar Advocates Forum. Jason has also earned an AV Preeminent rating by Martindale-Hubbell and has been listed among Florida's Super Lawyers. He is a founding member of the National Academy of Motorcycle Injury Lawyers and was named Top 20 Motorcycle Injury Lawyer in the United States in 2020. Jason was also named among the top 100 High Stakes Litigators for his experience in cases worth over $2,000,000. Less than one-half percent (0.5%) of litigators in the United States are qualified for this distinction.   Bottom of Form What you'll learn about in this episode:   How remote work is here to stay The benefits of hiring offshore employees for your company How hiring offshore lawyers to do paralegal work was a game changer Learn why offshore is becoming more popular   Resources:    Website: https://www.thefllawfirm.com/ Facebook: https://www.facebook.com/whittelandmelton/ Instagram: https://www.instagram.com/jasonmeltonesquire/ LinkedIn: https://www.linkedin.com/in/jason-melton-206990/   Additional Resources:   PILMMA's Super Summit: https://www.pilmma.org/summit/ The Mastermind Effect: https://www.pilmma.org/the-mastermind-effect/ PILMMA's Free Resources: https://www.pilmma.org/resources/ PILMMA Join Page: https://www.pilmma.org/mastermind/  

Series 7 Study Guide
Series 7 Study Guide Supplement Interview with Whistleblower Atty. Mark Pugsley

Series 7 Study Guide

Play Episode Listen Later Nov 16, 2022 82:14


This is a  SIE Podcast Interview with Whistleblower Attorney Mark Pugsley This is an interview with Whistleblower Attorney Mark Pugsley while this is not information that is required for the Series 7 Exam I think you will be a more knowledgeable advisor if you are aware of the information contained in this interview. Mark Pugsley is quite famous for his part in bringing down Milton Trevor of Nikola corporation.  He was featured prominently in the podcast BAD BETS This is information about Mark Pugsley from his website "Mark Pugsley has been handling securities disputes, financial fraud and whistleblower cases for 28 years. His whistleblower practice includes preparing and filing whistleblower tips with the Securities and Exchange Commission (SEC), the Commodities Futures Trading Commission (CFTC) and the Internal Revenue Service (IRS), he also handles False Claims Act or “Qui Tam” lawsuits, FINRA arbitrations and other types of investment disputes. Mark is based in our Utah office, the state which boasts the largest number of Ponzi schemes per capita in the country. He has been recognized by Super Lawyers, Best Lawyers, Benchmark Plaintiffs, and Martindale Hubbell as one of the top securities lawyers in the country. He is licensed to practice law in Utah and California. Mark represents whistleblowers in a number of high-profile ongoing cases, including the whistleblowers in the Washakie Renewable Energy scam in which executives pleaded guilty to criminal charges in a $1 billion biodiesel tax fraud scheme.  He also represents the whistleblowers in the Nikola Motors case who uncovered widespread fraud by the CEO, Trevor Milton.  The whistleblower report to the SEC in the Nikola case led to a $125 million settlement by the company with the SEC, and Mr. Milton was charged civilly and criminally with securities fraud, among other charges. Another of his whistleblower clients uncovered an ongoing $200 million Ponzi scheme that led to civil and criminal actions by the DOJ, SEC and State regulators.  These cases are ongoing. Significant recoveries for his whistleblower, investment fraud and FINRA Arbitration clients include the following: Representation of two whistleblowers in an SEC whistleblower case that was approved for an award in April of 2021. His clients were awarded 30% of the $9,384,253 in ordered fines and penalties – the maximum award possible. Represented the Declarant in a whistleblower case filed against Vivint Smart Home Inc.. On January 6, 2021 the Justice Department announced that Vivint had agreed to pay the United States $3.2 million to resolve the case. His client will receive a significant reward. Represented a client in an $11 million CFTC whistleblower case that was approved for an award in January of 2020. His client will receive a significant portion of all restitution and civil penalties collected by the CFTC. Representation of three clients in a 5-day trial in Utah State Court where his clients were awarded compensatory damages in excess of $3 million, $2 million in punitive damages, and attorney's fees. Represented a bankruptcy trustee and trustee of a private actions trust pursuing the claims of over 400 victims of a Ponzi scheme against a national life insurance company for securities fraud and the negligent employment of the agents who perpetrated the scheme for over a decade. The parties reached an 8-figure settlement in 2018. Represented 15 clients in a FINRA arbitration case alleging more than $6 million in out of pocket damages involving a rogue broker from a national brokerage firm. The firm settled the case shortly before the arbitration hearing in August of 2018 for a confidential amount. Represented 28 clients in a case alleging more than $10 million in out of pocket damages involving a broker who was employed by a national brokerage firm. The case was settled for a confidential sum that resulted in substantial recovery of his clients' losses.

Securities Industry Essentials Exam
SIE Exam Interview with Whistleblower Atty. Mark Pugsley

Securities Industry Essentials Exam

Play Episode Listen Later Nov 16, 2022 81:27


son23 Securities Act of 1933 Quiz This is a  SIE Podcast Interview with Whistleblower Attorney Mark Pugsley This is and interview with Whistleblower Attorney Mark Pugsley while this is not information that is required for the SIE Exam I think you will be a more knowledgeable advisor if you are aware of the information contained in this interview. Mark Pugsley is quite famous for his part in bringing down Milton Trevor of Nikola corporation.  He was featured prominently in the podcast BAD BETS This is information about Mark Pugsley from his website "Mark Pugsley has been handling securities disputes, financial fraud and whistleblower cases for 28 years. His whistleblower practice includes preparing and filing whistleblower tips with the Securities and Exchange Commission (SEC), the Commodities Futures Trading Commission (CFTC) and the Internal Revenue Service (IRS), he also handles False Claims Act or “Qui Tam” lawsuits, FINRA arbitrations and other types of investment disputes. Mark is based in our Utah office, the state which boasts the largest number of Ponzi schemes per capita in the country. He has been recognized by Super Lawyers, Best Lawyers, Benchmark Plaintiffs, and Martindale Hubbell as one of the top securities lawyers in the country. He is licensed to practice law in Utah and California. Mark represents whistleblowers in a number of high-profile ongoing cases, including the whistleblowers in the Washakie Renewable Energy scam in which executives pleaded guilty to criminal charges in a $1 billion biodiesel tax fraud scheme.  He also represents the whistleblowers in the Nikola Motors case who uncovered widespread fraud by the CEO, Trevor Milton.  The whistleblower report to the SEC in the Nikola case led to a $125 million settlement by the company with the SEC, and Mr. Milton was charged civilly and criminally with securities fraud, among other charges. Another of his whistleblower clients uncovered an ongoing $200 million Ponzi scheme that led to civil and criminal actions by the DOJ, SEC and State regulators.  These cases are ongoing. Significant recoveries for his whistleblower, investment fraud and FINRA Arbitration clients include the following: Representation of two whistleblowers in an SEC whistleblower case that was approved for an award in April of 2021. His clients were awarded 30% of the $9,384,253 in ordered fines and penalties – the maximum award possible. Represented the Declarant in a whistleblower case filed against Vivint Smart Home Inc.. On January 6, 2021 the Justice Department announced that Vivint had agreed to pay the United States $3.2 million to resolve the case. His client will receive a significant reward. Represented a client in an $11 million CFTC whistleblower case that was approved for an award in January of 2020. His client will receive a significant portion of all restitution and civil penalties collected by the CFTC. Representation of three clients in a 5-day trial in Utah State Court where his clients were awarded compensatory damages in excess of $3 million, $2 million in punitive damages, and attorney's fees. Represented a bankruptcy trustee and trustee of a private actions trust pursuing the claims of over 400 victims of a Ponzi scheme against a national life insurance company for securities fraud and the negligent employment of the agents who perpetrated the scheme for over a decade. The parties reached an 8-figure settlement in 2018. Represented 15 clients in a FINRA arbitration case alleging more than $6 million in out of pocket damages involving a rogue broker from a national brokerage firm. The firm settled the case shortly before the arbitration hearing in August of 2018 for a confidential amount. Represented 28 clients in a case alleging more than $10 million in out of pocket damages involving a broker who was employed by a national brokerage firm. The case was settled for a confidential sum that resulted in substantial recovery...

The Great Trials Podcast
GTP CLASSIC: Betty Nguyen Davis & Bethany Schneider │Laguerre v. Cajun Contractors, Inc.│$5 Million Verdict

The Great Trials Podcast

Play Episode Listen Later Nov 8, 2022 95:46


This week we're replaying a classic episode where your hosts Steve Lowry and Yvonne Godfrey interview Betty Nguyen Davis (http://www.bettydavislaw.com) & Bethany Schneider (https://schneiderlawpc.com/).   Remember to rate and review GTP in iTunes: Click Here to Rate and Review   Episode Details: The National Trial Lawyers 40 Under 40 honoree Bethany Schneider of Schneider Law, P.C. and three-time Georgia Super Lawyers honoree Betty Davis of The Davis Injury Firm LLC discuss a recent personal injury case involving a metro Atlanta hotel, a general contractor, a subcontractor, and a Haitian cab driver. Struck by an 8-foot metal pipe falling from the construction site four floors above, cab driver Max Laguerre sustained a traumatic brain injury, due to a lack of safety precautions taken by Cajun Contractors, Inc. In June, a DeKalb County, Georgia jury returned a $5 million verdict, which was added to a $1 million pre-trial settlement with the hotel and over $500,000 in punitive damages.   View/Download Trial Documents   Guest Bios: Betty Nguyen Davis Betty Nguyen Davis is an Atlanta injury attorney who solely focuses her practice on plaintiff's personal injury work. Betty is consistently recognized by her peers as a top attorney in Georgia by Super Lawyers and Georgia Trend and is highly recommended by her clients as an aggressive and persistent, yet caring and accessible attorney. Read Full Bio   Bethany Schneider With more than a decade of trial experience, Bethany has built a reputation as a preeminent trial lawyer in Georgia and Florida. Bethany has always had a passion for fairness and justice and knew from an early age that she wanted to be a trial lawyer, fighting on behalf of others in the courtroom. Bethany grew up in Franklin, Tennessee, before attending the University of Georgia from 2002-2005, where she graduated with an ABJ and BA with highest honors, Phi Beta Kappa. She briefly left the Southeast for law school and graduated from the University of Texas at Austin with honors in 2009. While in law school, she honed her trial skills on the mock trial team and was honored with the award for the Best Advocate in her graduating class. Read Full Bio Show Sponsors: Legal Technology Services - LegalTechService.com Digital Law Marketing - DigitalLawMarketing.com Harris Lowry Manton LLP - hlmlawfirm.com   Free Resources: Stages Of A Jury Trial - Part 1 Stages Of A Jury Trial - Part 2

Everything Except the Law - Presented by Answering Legal
Laura Cowan Provides Details On Her 2-Hour Lifestyle Lawyer Program

Everything Except the Law - Presented by Answering Legal

Play Episode Listen Later Nov 3, 2022 35:10


Episode 34 of the "Everything Except The Law" podcast has arrived! This time we're speaking with Laura Cowan, a New York City estate planning attorney and creator of 2-Hour Lifestyle Lawyer.In this episode, Laura and podcast host Nick Werker discuss how estate planning attorneys can get down to working just a few hours a day, finding the right clients for your firm, the power of live events for estate planning lawyers and much more!About our guest:Laura Cowan, Esq., CPA is the Founder of the Law Office of Laura Cowan, an award-winning estate planning law firm located in New York City. She has been voted a Super Lawyer™ 2019-2022, was ranked the "2nd BEST Estate Planning Lawyer in New York" by Yelp! out of over 800 lawyers, and was featured in the NY Times as a "Top Woman Attorney in New York". Laura has presented at UN Headquarters on estate planning for non-citizens and has written for both Forbes and Entrepreneur. In 2022, Laura created "2-Hour Lifestyle Lawyer™" to teach lawyers how to make $10k+ a month doing virtual estate planning working just 2 hours a day. Book a Discovery Call here to see if you qualify: https://calendly.com/estateplan/2hllgroup-scheduleLearn more about Laura's 2-Hour Lifestyle Lawyer program here: http://ow.ly/ECCE50LjcYZSubscribe to the Answering Legal Channel so you never miss an episode of Everything Except the Law! Check out audio versions of the show on Apple Podcasts, Spotify and Anchor. Learn more about the show here: http://ow.ly/Eni250LekLgInterested in learning more about Answering Legal? Book an appointment to speak with us here: http://ow.ly/LSUq30sjviNGive us a call at 631-400-8000 or go to www.answeringlegal.com

Expert CRE Secrets Podcast
Investing in Real Estate Across Boarders with Lauren Cohen

Expert CRE Secrets Podcast

Play Episode Listen Later Oct 20, 2022 21:24


Lauren A. Cohen, international speaker, #1 bestselling author, and immigration and business strategist, is an attorney licensed in both the U.S. (TN) and Canada (ON). As an active AILA (American Immigration Lawyers Association) member, Lauren boasts a stellar track record of success. She was also recently recognized as one of 2017's “Super Lawyers” by Attorney-at-Law Magazine.Although her role at e-Council does not involve practicing law, Lauren has first-hand knowledge of the visa process, having herself immigrated from Canada, and later becoming an American citizen in 2012. The overriding goal in all of her business endeavors is to help her clients achieve their version of the American Dream. Developing sound strategies designed to sustain long-term growth is a cornerstone of the e-Council Inc. brand.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Helping investors invest across borders.Steps process to help people invest in real estate.Create strategies to expand their businesses across borders.Connect with Lauren Cohen:https://www.expertcresecrets.com/episode98Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube

The Remote Real Estate Investor
The facts and fictions of asset protection with lawyer, Brian Bradley

The Remote Real Estate Investor

Play Episode Listen Later Oct 11, 2022 36:19


Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as: Bigger Pockets Rookie, Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and member of the Forbes Magazine Real Estate Council. Brian was selected to the Best Attorney's of America's List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection. Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. Therefore, it's important to consider asset protection strategies relating to real estate holdings in order to minimize such risk. In today's episode, Brian lays out how asset protection really works from a legal standpoint and dispels some common myths that are thrown around in the industry. Episode Link: https://btblegal.com/ --- Transcript Before we jump into the episode, here's a quick disclaimer about our content. The Remote Real Estate Investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals.   Michael: What's going on everyone? Welcome to another episode of the Remote Real Estate Investor. I'm Michael Albaum and today I'm joined by Brian Bradley, asset protection attorney and he's going to be dropping some knowledge about all the things we should be aware of as real estate investors when it comes to protecting our assets. So let's get into it.   Brian, what's going on, man? Thanks so much for taking the time to hang out with me today. I really appreciate it.   Brian: No, absolutely Michael, thanks for having me on. It's going to be an important topic, a fun topic, I'm gonna try to keep it fun and not legally dense and you know, just like I'm not anyone's, you know, Attorney here legal guru. So we're just gonna be talking generalities, right? We're gonna learn a lot in this, you know, it's gonna be a lot of fun and as you're building scale and making more money, you know, you're getting a bigger red button on you and so like this world of where we're gonna be talking about asset protection is kind of a big deal. There's just a lot of ways to skin a cat, different layers, different strategies for where you're at in your life. So, you know, I think as we break these down, hopefully I can, you know, make this will make a little bit more sense for you and your listeners.   Michael: Yes, it will. Thank you. I am super excited to learn a lot because before we hit record here, you and I were chatting about some of the topics that we'll be covering today and I was like, what is that totally brand new. So I'm really excited from a self-serving perspective. So give everyone that quick and dirty background who doesn't know Brian Bradley, who you are, where you come from, and what is it you're doing in real estate today?   Brian: Yeah, absolutely. So, you know, I'm an asset protection attorney, you know, we're talking about it off recording, like from Lake Tahoe, so you know, big snowboard ski, you know, ski bum, you know, Lake bum, I got into asset protection from the litigation side of the law, I was selected to America's best attorney list 2021-2020 Super Lawyers rising star 2021-2015.   Michael: My guess is that no, that's not like an online survey, you filled out to get that…   Brian: Oh, no, and another do with me, that's really just people that you work their butt up in court, and then they recommend you or judges recommend you and I have nothing to do with it and it's actually pretty, you know, I appreciate even just the nomination, let alone winning it, you know, to where I think they only say 1% of all attorneys in the nation even get nominated for those awards, let alone then, you know, 1% of those even gets picked to as a as a winner and so…   Michael: Congratulations…   Brian: Thanks, yeah and for me getting into, you know, asset protection, which will define what that is, you know, in a minute, like, that'll be like our think our base starting point. I just, I just got into this weird area of law, because when I like money, I like investing, I like, you know, not paying as much taxes as you know, as I can and as you grow, you got to be smart with your money, right and who can take it from you and so as a trial lawyer starting out, I just had so many clients who were being sued and their lives just turned completely upside down coming to me after they're already being sued and at that point, you know, you're just too far down the rabbit hole, you know, it's like going to get a car insurance after you already got in an accident or, you know, home insurance after your house already, you know, caught on fire, it's just, it's not gonna happen and so I see a lot of people thinking that they don't need to do anything is another misconception. You know, it's kind of human nature, right? You know, like, I'm just gonna ride lady luck. I'll deal with it when I when, you know, it hits me later on and that's just not how anything that needs to be proactive in the legal sense is going to work like insurance or asset protection. Wishful thinking is not a protection tool. You know, that's how everything you know, like, go to Vegas, go to breaks and hit the roulette table and see how long your wishful thinking is gonna last for you, right? You know or, you know, as you're leveling up, people forget about this. Like, as your wealth is leveling up, you're leveling up, you don't level up your protection, you don't level up your insurance. Yeah, people go buy an umbrella policy, but they don't realize what an umbrella policy is just like everything else, right? You know, it just provides more access and money to, you know, for coverage, but it doesn't, it's not the same escape clauses, you know, like, there's no insurance in the world that's gonna say, okay, hey, if I go punch you in the face, are you gonna cover it for me? No, like, they don't cover you for intentional wrongdoings or allegations of fraud and intentional wrongs and so that's how they have their escape clauses out especially for very big cases. You know, if you're talking about like a million dollar or more lawsuit. A couple other big misconceptions that we need to address as we lay this landscape is just, you know, the revocable living trust, if people think like, oh, yeah, I have a trust, right, that you know, they don't realize trust. There's a lot of different types of trust. Your family estate plan, your revocable living trust are not designed to protect you while you're living in they don't have the lead have teeth to be able to. So once you pass, they're only designed to avoid probate not protect you while you're living from lawsuits and then over the last five years, I've noticed this massive misconception about the use of limited liability companies. LLCs and they just think that they're like, you know, Silver Bullet Dracula slayers and you guys miss, like, first word first letter, like limited, I tell you. Whereas, whereas this happened, where's this come from? Like, they're not hiding the fact they tell you like they titled it telling you limited liability. So like, now we have to reeducate people on this, like, yeah, don't put everything in the world under one LLC. Otherwise, if it gets pierced, you're gonna lose it on like, What are you talking about, which we'll break that down, you know, in a little bit. And then the sad thing is like, and I think it's worth explaining is this, if you just look around, and you look at, you know, our legal system and the world we live in, it's just broken, it's a broken system, you know, and we're so happy nirvana and just to like, kind of lay this framework down a little bit more. We're no longer about justice. We're about redistributing wealth from the haves, which is you, your listeners, people trying to grow and accumulate more to the have nots and over the last 40-50 years, things that didn't happen in the past, or that weren't allowed to happen in the past like contingency fee lawyers or law from advertising their common place. and then this created a cultural shift of a predatory legal system that's no longer about justice. So it's about profits now and then when you get on the road of high net worth, in affluent families and wealth, this level of protection, now we have to deal with taking a macroeconomic, more of like a global look about what's going on and the big picture here is really that we have a global financial system that has structurally deep rooted issues. You know, we have government backed fiat currencies that are now in question. This is also including the US dollar. So don't think like, just because we're in the US, we're exempt from all of this, you know, monetary policy today, you know, the one that exists is, you know, inflate or die and then you got governments looking for a deep and accessible pools of financing and meaning our money, you know, the hard workers, the people who are investing, along with financial repression, monetary economic manipulation. So this just adds all the challenges that we have to deal with when we're looking to protect your assets and so asset protection is that modern best bet to level this playing field by using a lot of the tools and the combination of the tools that we're going to talk about today to make it very hard for you to be collected on and so what this is really about is just like a talk about giving you peace of mind, lifestyle preservation, and you know, really just how collectible are you at the end of the day…   Michael: Love it. But well, I am all about doing things to help peace of mind and insulate ourselves from the world at large. This you happy world at large. So help us understand Brian, like, what are some of the things when someone says asset protection to you like, Brian, I gotta protect my assets? What does that mean to you? What alarm bells are going off in your head?   Brian: Yeah, absolutely. One is like, do you understand the difference between tax mitigation and asset protection and I've been getting this a lot, you know, especially this last year, obviously, as we see what's going on, you know, within inflation, taxes and everything right now, asset protection is not tax mitigation, like that's your CPE and wealth managers job. If creating an asset protection plan or an asset protection, trust or going offshore, you know, where to create tax havens like one that's illegal, it's fraud, you know, so system won't work, and then you go to jail for that type of stuff.   Michael: So don't do that is what you're saying.   Brian: That's not what this is about. So people always like, oh, I want to protect my assets and I don't want to pay taxes, completely two different things. The asset protection plan is to protect your assets from predatory lawsuits and litigation, not saying I want to not pay taxes, that's tax mitigation, talk to your CPA and wealth managers. First, lock down your assets from lawsuits because if you get sued and lose everything, what's your miracle working CPA going to be able to do for you if you have nothing for them to work on, so order of operation, protect your assets, then let them work through the system that's created to actually like mitigate, you know, forced depreciation, all those wonderful things that they do cost segue analysis…   Michael: Yeah but Brian, to that, to that point, really quick. I'm just curious, like, do you work with a lot of CPAs because I can see, I can envision a scenario in which the legal side of things is super buttoned up super tight, but maybe isn't very tax efficient and so my guess is there's probably a happy medium, or some input that a CPA or wealth manager can inject into the situation to help make both things as tight as possible.   Brian: Correct. You got to, you know, the issue generally is people don't involve their lawyers until later on down the line and it creates a lot of problems. So for example, a lot of CPAs will set up S Corps for investors, especially real estate investors for some reason, and great for tax purposes, horrible for litigation and I get this call a lot, you know, and most of my clients are calling with like 50 $100 million of real estate all stuffed in one S Corp. Okay, great again, for tax mitigation, horrible for let's say you get sued and now you're S Corp and all the shares get frozen and cease, there is nothing I can do for you. At that point, I can't move assets out and then even if I want it and you realize like, oh my god, I have so many pieces of property under one corporation like this is very risky, I need to start diversifying and employing these assets out, you're stuck, you're not going to be able to and I just had this call yesterday with a potential client. The reason is, when you're all the benefits of the S Corp, right? You know, deferred taxation and all this stuff, you're kicking the can down the road, once you start taking the assets out, you have to pay the money back and so people don't generally have millions of dollars sitting in their bank account saying like, okay, hey, I feel like you know, taking all the assets out of my S Corp now and now I'm going to go and pay the piper and the IRS. So because you don't have that money sitting around to pay the IRS and the taxes, we can move the assets for you and I'm not going to force you to go, you know, and have the IRS coming after you to collect on you and move the assets out anyways, because now you're just creating a bad situation for the client. So the lesson here to learn is if you're thinking of investing, you need to talk to both the lawyer and the CPA, because a lot of CPAs, they shouldn't be giving you legal advice. They're not lawyers, and they're not going to understand the aspect of what happens actually in court with s corpse and C corpse, when it comes to litigation, and why we don't want to use those to protect your assets. So we have to all talk together. The problem is I get this all I get the mess after the fact right, and then I have to start supporting afterwards and so when done, right, really, the modern, you know, estate planning is asset protection, what we're doing is creating legal barriers between your assets, and your potential creditor, the person suing you, the person trying to come after your money before it's needed and that's it, you know, it's like a safe for your gold or your guns or your valuables. Anything of value, you know, you want to put behind the legal barrier and out of your personal name so that it's not easily attached with a lien or reached and so I just like the rich, I really liked the Tony Robbins saying success leaves clues. The rich don't own things in their personal names their businesses do their trust, do they just get the beneficial use and enjoyment out of them while separating out that legal liability and we do that through just like different tools and mechanisms that we have kind of like key concepts and roadmaps like LLC is limited partnerships and trust.   Michael: Got it. Okay and so when real estate investor comes to you, they're just getting started. They are moist clay, you can totally mold them, they don't already have a bunch of issues. What is your go to, like ideal scenario for asset protection?   Brian: Yeah, so there, I mean, you're just starting out your green horn, like really just going to be an LLC and insurance and that's where you're gonna go, okay and as you think about how to use these systems and how to grow within them, okay, I want you and your listeners to think about winter, okay, like we were talking about this before we started recording like I'm from Lake Tahoe, snow, cold snowboarding skiing, I lived in Michigan, freezing cold arctic, you know, minus 40 degree weather for a while, well, I'm in Portland damp cold, you got to really layer you and so the first entry layer is as your base layer, when you're getting dressed, it's going to sit on your skin. This is the equivalent of an LLC and insurance. This is you know, when you're just starting out investing in you have zero to three units, or you know, zero to three properties, you're exposed net worth generally is like 250,000, net or below and then as you grow, and you add more assets, and you hit around that four unit or four property mark, you could be starting to invest in a couple different states as well, you know, you have now around like 500, to 700,000 exposed nets, what you need is a mid-layer, which is usually a little bit thicker, that's going to be made out of like a merino wool sweater, or for you ladies a car and again, this is your management company, like a limited partnership and I can break down that later on if we have time and then when you hit around that 1 million net worth mark, you know, you're gonna want to water shell waterproof layer. This keeps you nice and dry and warm when the weather's really bad. You know, this is your doomsday lawsuit protection layer is going to be an asset protection trust and specifically for our clients, we use a hybrid trust, which is combining an offshore trust and domesticating it through the IRS. So when a client comes to me, I receive it I realistically, you want four things you know, you want you're going to want an effective plan to have, you're going to want to control your plan. Three, you want a reasonable and sustainable cost, you know, depending on what layer you're at, is going to be individual for the for the client profile and then four you want a plan that's going to be easy to maintain compliance on what the IRS like I can create the strongest thing in the world for you. But if you're not going to be maintaining it and you don't want to do the IRS compliance with it, eventually you're just going to stop doing it and the whole system falls apart. So as you go through the valuation process and you're talking to different attorneys and you're vetting the process, just remember the acronym ECCC effectiveness, control cost and compliance and as long as you can start checking off all those boxes, you know you're gonna have a really good system. If you want to I can break down the first layer if you want to Trying to kinda go there like LLCs, or just really wherever you feel like directing this.   Michael: Yeah, so I think our listeners probably have a good handle on LLCs. But I would love if you would walk us through what this hybrid trust is because it's not something that I'm familiar with, I've never heard of before.     Brian: So yeah, and I think the reason why is like not many people focus on asset protection at a high level, you know, I think events like insurance, a lot of people wonder not only purely asset protection attorneys, right, they're generally business attorneys who do some asset protection or their real estate, you know, attorneys who do a little bit and they take continuing legal education course, learn about LLCs, and the kind of stops there and like insurance, they kind of tried to cast a large net nationwide, what was one thing you can cast nationwide and LLC and so I kind of think that's why like, the base layer, knowledge kind of stops there, because not many people just focus on, you know, very, very strong protection. This comes with the asset protection trust. So it's this final layer, the bad weather, you know, the outer shell waterproof layer, is this asset protection trust, it's going to be really the heart and soul of the system, especially when you have over 1 million exposed and that wealth and what I mean exposed is like your 401 K is exempt. So I don't include that in a net worth evaluation, because it's already a reset protecting some states, like if you're a Florida resident, we have a very strong homestead exemption of 100% of your of your primary residence. So I will take that out of the equation too, depending on the state you're in and the homestead. So what we're looking at is exposed unprotected, and that, you know, equity and wealth, all right. The great thing about trust is that they can be sculpted, to fit how you need them and they can morph as you need them without dealing with funding issues that you're going to fall into an LLC and other business entities that get their protection pierced, meaning now you're going to be held personally liable. So I just love trust and having a trust at the very top of the planning is very powerful and this is where picking the proper jurisdiction for a trust really comes into play. The standard 101 trust that I'm sure like everybody's familiar with, you know, kind of started in the 60s is the family revocable living trust. So you know, like when trust, you know, trust don't die. So then when you do, you act, and you fund your trust, which a lot of people forget to do, like, oh, I created my estate plan, and then they never transfer title into it. Remember, fund that fund the trust, if it's just, you know, your revocable living trust, the benefit of it is when you pass you don't have to go through probate, you can just skip the court system and probate and it changed the landscape of estate planning. Then you have what are called land trusts for real estate, you know, you hold your land, and then you connect them to an LLC. But land trusts don't have any protection in and of themselves. They're only as strong as the LLC that they're connected to, you know, so they're just a privacy mechanism, not a protection mechanism. Okay from there, you have higher levels of trust. They're called asset protection trust and I really want to spend the time, you know, with this and break down the three different types, you know, and after this, I think you and probably 99% of your listeners are going to know more than 99% of all the attorneys out there about asset protection, trust, they came, yeah, they came about in the early 1980s. You know, and so an asset protection trust is what's called a self-settled spendthrift trust. All sell settled means is that you created it for yourself, you know, they're for you, by you, as your own beneficiary, and they have very important spendthrift provisions in them. So this lets you protect your assets while you're actually living, you know, from creditors trying to sue you from not having to relinquish control of your assets. The difference is that they allow you to protect your assets, not just for your grandkids, but for yourself, which you weren't allowed to do in the past and then like I said, you're probably familiar with another type of self-settled trust the revocable living trust. They're the same and that they're self-settled created for you by you. The difference is that with an asset protection version of this trust, it includes these critical provisions called spendthrift provisions and what spendthrift provisions are is they are provisions that allow you to protect your assets from the creditors, they're the actual teeth behind it and for those to work, the trust them has to be not revocable, but it will revocable. So it's a very different type of trust, you know, just like chocolate or vanilla, both ice cream, just different types of ice cream.   Michael: Yeah…   Brian: You know, this is where the fun really starts to actually happen. There's two major school of thoughts here you can go international meaning offshore, another country jurisdiction, you know, you hear about Cook Islands, Cayman Islands, Belize, in the Bahamas, or domestically here in the US, you know, Nevada, Delaware, Wyoming, Texas, um, so you can set them up here in the United States and you know, if you don't mind, I think a great way to talk about it, just kind of talking about it through historical context, because I think if you understand the foundations of both offshore and domestic then you understand the principles of how we combine them together and why you want to   Michael: Yeah, let's do it.   Brian: Alright, cool. So again, you really have these three options, right, you can establish them offshore, you're going establish them domestically, and then we can hybrid them out like a hybrid car, take the best of both worlds put them together. So from the historical concept, the offshore trust actually came first, in 1984, when the famous Cook Islands, they created the first asset protection trust. I like and choose the Cook Islands if and when it's applicable, just because it literally offers the best home court advantage and why it's the best is because asset protection is just what these trusts in the Cook Islands were specifically drafted for and the power here is they have this wonderful word called statutory non recognition of any other jurisdictional court orders in the world, including the United States and so what this means is that if you have a judgment against you, in the United States, and you took it down to the Cook Islands, your US judgment is literally worthless, it literally has no value whatsoever. statutorily the Cook Islands they prohibited from recognizing it even from their own constitution and so if somebody wants to sue your trust, and it has a Cook Islands, you know, clause in it. So as a Cook Islands trust, they will have to start their case all over from scratch, the person who's suing you, they're going to have to prove their case beyond the reasonable doubt. This is the murder standard, the highest legal standard in the world that 99% sure standard. Not that you know, 51%, preponderance of the evidence, I'm not sure we don't know what happened. But we don't like the way they look right now. So let's just let's just give it to them. You know, you can't get a contingency fee attorney to represent you, because they're just not allowed down there. It's an ethical in the Cook Islands, just like it used to be unethical here in the United States. But then that got changed in the 60s, the claim meaning the lawsuit, you know, it's not amendable. So what this means is that it can't be changed or amended after the discovery process starts like we can do here in the United States. Like we can literally just say, okay, I'm suing you for this, dig around start discovery, then completely change what We're suing you for, because we started using as a fishing expedition. The person suing you, yeah, no, I mean, this is just like standard trial tactics is like, okay, hey, let me just flood you with discovery and like, start poking around and say, oh, hey, we didn't even know this was right here. Now I'm gonna add this to the complaint and sue you now, for this looks like a better cause of action anyways, I can't do that down there. But we can do it here all the time in the US.   Michael: So it sounds like I need to go move to the Cook Islands.   Brian: Now. Well, here and maybe not right, because you know, there's, there's cons to things, we'll get to the cons in a minute. So the person suing you, they're gonna have to front the entire court costs by the judge from New Zealand and if you lose your pay, you know, and I honestly think this is one of the worst things that we don't have here in the United States, though, like the loser doesn't need to pay the legal fees and the cost of the winner. So if you get sued for something completely bogus, I mean, a frivolous lawsuit, and you spend $200,000, defending yourself on legal fees, then the judge finally is like, this is ridiculous. I'm throwing this case out, you're still out 200,000 bucks, you know, the person who sued you, they're not going to be getting the bill for that because our legal system in the United States, they just that will discourage lawsuits and our legal system is run by trial lawyers who don't want to discourage lawsuits and there's only a one year statute of limitations. So if you go back to those four things I mentioned, right, remember, like effectiveness, cost, control, compliance, I mean, effectiveness, five out of five stars, nothing really nothing beats statutory nonrecognition. So what about the other ones, right, you know, control costs and compliance. This is kind of his kryptonite, you know, these are the drawbacks. If you're going to be purely foreign, like a purely foreign trust, you have a lot more IRS reporting, compliance and disclosure. So you have these things called IRS forms 3520 3520 A's. What this is, is a full balance sheet disclosure of everything that trust owns, and sometimes even the entire trust agreement to be disclosed and submitted to the IRS and it is expensive for this IRS forms to be done every year. Also, you're going to have factor compliance, because you're going to have a foreign bank account at that time.   And of course, we're these trusts to work, you're going to be out of control of the trust. That's why they work so good. That's why they're the creme de la crème and clients are just not comfortable with this. So while we literally have the most effective trust in the world, by far, it's not something that I generally start with, I probably only say like 1% of my clients, I will go to a purely foreign trust with which then brings us right to the second option. Okay, we're not going to be going forward and what about these domestic trust? Yeah, they came about 10 years later down the road of all places, Alaska started it out and then not to be outdone, obviously, you're gonna be like, Well, hey, we're Wyoming and Nevada and Delaware like this is what we're known for. So we're jumping on the gravy train, right and then now about 19 other states now have created some form of asset protection, self-settled trust statutes. So we're seeing as a state starting to jump on board seeing yeah, our legal system is a threat and things have to get done to protect your assets and so as to protection the United States is very is very important to understand this ballot on It's just the concepts like how you go about doing it is very important. The issue with a purely foreign under the purely domestic asset protection trust is that, you know, we live in the United States of America, we have a Constitution, Article four section one for Faith and Credit Clause. What this provides and means is that every state has to grant the full faith and credit to the judicial proceedings of every other state. What this is means what it's telling you is that, for example, Nevada can pass and has passed an asset protection statute, okay, but it cannot ignore a California or Washington or like another states court orders. So where the Cook Islands can literally just throw that California judgment in the trash. Nevada can't do that. Nevada has to respect it constitutionally and even litigate it and then you have courts that are just simply ignoring the choice of law clause. So I mean, like literally, like bait levers more dissent in re Hubber, cucumber Steelman, Dover still all great facts, all great cases, they should have one of those cases, and judges literally just use their superpower public policy, we're ignoring the you know, choice of law clause, trust is breach means loss of assets, that's just completely unacceptable and so because of the case law that we're seeing, I'm not a big fan of a purely domestic asset protection, trust or anything purely domestic without something offshore built into it. This is why I prefer the hybrid version called like, we just call it a bridge trust, but it's really just like a hybrid, hybrid trust, think of them like a hybrid cars, okay? What we're doing just combining the best of both, and then making a better product and so these trusts have been around for almost three decades. So they're not, you know, the new lady to the dance, they've been around for about 30 years now and at the end of the day, what you're doing is taking a fully registered foreign Cook Island, offshore asset protection, trust, what all that for two years of solid case law, again, so it's fully registered offshore from the day we created with the offshore trustee, they're there in standby just in case you need them and then we build a bridge back to the IRS for IRS classification. So the IRS is literally taking this foreign trust and then they're classifying it as a domestic US trust, by complying with USC Section 7701. It's called the court test control test and so because of that bridge, as long as we have our compliance in place, we stay classified domestically and what this does is that the trust is now going to be cheaper to create. So generally, a purely foreign trust is going to cost like 4550, even $60,000 plus $12,000, a year to maintain very expensive, a hybrid trust is going to be cheaper, you're generally gonna be talking about, you know, 23 to 30,000, to set up a hybrid trust, plus no IRS tax filings whatsoever, while you're domestic because it's classified as a domestic US grantor trust, so you have no more IRS tax filings, unless God forbid, we have to break that bridge and now you also get the power of the offshore trust. If and when we need it. It's in our toolbox now, just like a contractor who says like, okay, hey, I don't need to use all my tools today. But I'm going to need them possibly at some point. So now I can use them as I need them. Versus coming to me later on after the fact oh, my God, Brian, I mow somebody over with my car, like, can you help me? You know, like, I want that foreign trust? Well, no, sorry, it's after the fact I can't do it now. But if we have the hybrid, I could have engaged it. So that would be like during the State of duress, we would break the bridge, stop being an IRS compliance, you are what you are a foreign trust. Until that point, you want to be classified domestically. So that hybrid trust is very, very effective, you may control of your assets, you may take control the trust, right up until that doomsday scenario where you don't want to be in control of it anymore. You know, maintenance and compliance with the IRS. Very simple. So at that point, you've now checked off all the boxes, effectiveness, cost control and compliance check, check, check, check, check and so this is where you know, for our clients, we generally are starting with these hybrid trust.   Michael: Wow, this is wild, is super cool and so are you thinking that most folks that are in that kind of million dollars of expose net worth, this is where that starts to make sense.   Brian: That's exactly like, so our main client profile that comes in you would think they'd be like, you know, 10s of millions of dollars for us, like realistically, I would say 75% of our clients generally around that 1.2 million, exposing that. Some high risk, probably like a doctor or surgeon lawyer, or just straight real estate investors. I have some of my favorite clients, nurses, firefighters, cops who self-funded their retirement through cash flowing properties, and now they're about to retire and they realize like, I can't lose all of this now because this is literally my nest egg and my legacy. Yeah, they need to lock it down and so you generally see the average client profiles like 1.2 to 2 million of exposed net with some risk, and it makes sense at that point. Yeah, get the LLC get the limited partnership get the trust for like 30,000 dollars locked down a million plus, and then sleep well at night. That's when the investment kind of makes sense for this type of protection.   Michael: Yeah, that makes total sense and what would you say because I would imagine, after listening to this folks might go to other attorneys they work with mentioned this type of hybrid trust and they might be told now you don't need an LLC is good enough. I mean, what's the I know, we've talked about kind of a counter argument, but how does that conversation get ahead?   Brian: Most of the time, I was, say, like the one the estate planning attorney, they will know about this, because their knowledge base, you know, is just not going to be around, let alone foreign trust. I mean, there's not that many people who even know like that much detail about how a foreign trust works, let alone using the incorrect domestic asset protection trust, you know, how many times I have California residents, using the Nevada asset protection trust, and the person who set it up for them, like the lawyer has no idea like, okay, what about this case? We're still in 2012, California case that said, hey, you're a California resident, we don't recognize asset protection trust, because we don't have the statutes here. So your Nevada asset protection, trust, and sorry, it's worthless, it's not gonna it's not gonna work, you know, so unless you go to an actual specialist and say, hey, here's the case law, here's what's going to happen down the run. Most people don't have that level of education, because they're not in that world. They don't exist in in it. So I feel bad for the clients because where's the knowledge come from? You think you're going to an attorney who was specialized in this, but you're not taught this in law school, you're not taught this for the bar exam, so how you develop this level of knowledge is really just did you get into the right group of people and were you passionate about it enough to like transition your practice into it… That's why I do these talks is just to educate people and you know, just the base thing, like, why not just an LLC, they're disregarded entities for tax purposes. So they're disregarded for taxes. That means it's disregarded to you for lawsuits and liability, meaning you're pierced. If you're using them for real estate. They're not businesses, they're holding companies, which means the number one argument that will win and pierce that every time is well, Your Honor, this is an actual business. It's an extension of Michael is just a holding company. Boom, you're pierced funding issues, bad accounting systems, like there's four ways to pierce that veil right there and I don't even have to think part about it. Charging, charging order protection mean, like what state do I go set these things up in? You know, how many times I hear people like, oh, just go create a Wyoming LLC? Are you a resident of Wyoming? Is the asset in Wyoming and the answer is no to either one of those, you just tried to buy another state's jurisdiction, that you have no connection to try bringing another state's laws to like California and other state that you're not connected to, and there's no reason to, you're gonna get laughed out of court. Like, it's just you can't go by other states more beneficial laws and bring them, you know, to another state that, you know, that has no jurisdictional connection to it and anonymity is the other like, really, like, flavor of the last like, two years is like, oh, create this anonymous, Delaware or Wyoming? Trust and Ghost the lawsuits, right? Yeah, well, that's not how these that's not how it works but that's how it's being sold by, you know, law firm salesmen and promoters. Yeah, create this and get a really crazy operating agreement and then next thing, you know, like, you're never gonna have to show up in court. I'm sorry, you have a personal agent of service for these out of state law firms their sole job, like, let's say, Mike here is my, you know, personal agent of service, he's gonna get my service and he's gonna say, hey, Brian, here's your service. That's why dude, you just…   Michael: Got to show up in court…   Brian: Court now and amenities done at that point. So the only way that an amenity works is you show up the court, a judge is gonna say, Hey, you're getting sued for a million bucks. Here's your you know, asset disclosure list. Tell me everything that you own, because we didn't know what can be collected on or not, at that point, and amenity or a quote, unquote, air quotes, Secrecy is now up to you. So you're gonna decide, am I gonna lie under oath and hope to god, I don't get you know, my operating agreement will hold up and commit perjury in court, or do I just disclose it. So like, you're the weak link at that point and then if you lie and commit perjury, under oath, you're going to jail on top of losing your assets. So it makes more sense just to say, hey, create a proper asset protection plan, LLC in the state that is layered up into a management company, once you hit the net worth put in the trust, and then sleep well at night because at the end of the day, I don't care if you lose your lawsuit. I care about it for your collectible or not, you know, like you can lose the 10 $50 million case. I just if the asset protection trusts setup strong and in the right jurisdictions with a proper exit strategies, does it mean that you can be collected on and then it lets me settle a case for pennies on the dollar…   Michael: Dang this is nuts, Brian… This is like or this is earth shattering stuff. We got to have you back on to talk more about this. But I want to be very respectful of your time get you out here for people that have a similar response and you're like, holy crap, I gotta call this guy Brian, immediately. Learn more about this, reach out for your services. What's the best way for folks to get in touch get a hold of you?   Brian: Yeah, one great resources, jump on my website, www.btbegal.com , I use it more as an educational resource with a lot of case law client studies. I just want you to be educated at the end of the day like, listen this here's the case law. Like, that's what lawyers should know about, especially trial lawyers. That's why I'm a good trial lawyer. I tell stories through case law and then another great way is through my email, you know, Brian: B R A I N @btblegal.com. I do you know, free 30 minute consultation, whether we're a great fit or not, like we'll figure that out over the phone. I would just rather how people have an educated decision, and then they can like go shop around.   Michael: Love it, love it. Well, hey, man, thanks again for coming on. Really appreciate the time and we'll definitely be in touch.   Brian: Yeah, for sure. Thanks brother…   Michael: All right, everyone. That was our episode, a big thank you to Brian for coming on talking about a lot of things that we've never heard before on the show and definitely bring up some excellent counterpoints to be thinking about as always, if you enjoyed the episode, feel free to leave us a rating or review wherever it is to get your episodes and we look forward to seeing the next one. Happy investing…

TheTechSavvyLawyer.Page Podcast
Episode #49, Online Legal Marketing and More! My conversation with Meranda M. Vieyra of Denver Legal Marketing.

TheTechSavvyLawyer.Page Podcast

Play Episode Listen Later Oct 4, 2022 29:22


Episode 49 – With  Meranda Vieyra One of the best ways to become a smart lawyer is to pay attention to what's going on in social media. It will help you not only to gain knowledge but also to be more engaged with the new technologies constantly added to the industry. This week, we are joined by Meranda Vieyra to discuss how strategically interacting with social media will make you a smart lawyer. Meranda M Vieyra is the owner and marketing consultant at Denver Legal Marketing. She is one of the country's most visible legal professionals, with over 20 years of service in the legal community. Denver legal marketing is a marketing service dedicated to the recognition, promotion, and visibility of attorneys accross the country. The marketing firm has earned a strong reputation as the go-to for impactful, cost-effective legal marketing strategies. Meranda has helped her clients secure coverage by well-known publications and has obtained local, national, and international awards on their behalf. Meranda enjoys working with solo practitioners and advises medium-sized and national law firms on business development and marketing strategy. Meranda is a lecturer and author on issues related to marketing, including how lawyers can use LinkedIn effectively, how to develop a personal brand, and the promotion of legal services through the first class on law firm marketing at the undergraduate level in the country through the College of Business - Metropolitan State University of Denver. Join Meranda and me as we talk about the following questions and more; What are three reasons attorneys should be on social media and podcasts? What are three common mistakes attorneys make when on social media and doing a podcast? What are three simple tech tools, hardware, or software attorneys can use to make their social media and podcast appearance shine? In the conversation we cover, [01.39] Tech stack – Meranda dives into her current technological setups and what occasions she is using them. [04.37] Question 1. - What are the top three reasons that attorneys should be on social media, according to Miranda. [07.01] Question 2. - What are the top three mistakes attorneys make when on social media, according to Meranda. [09.18] Mistakes when appearing on Podcasts – Not preparing, not promoting podcast appearances, and updating social media pages regularly are the three mistakes attorneys make when it comes to podcasting, according to Meranda. [14.18] Handling problems – Even if it is difficult, attorneys need to pay attention to what's going on on social media, and having a third-party validation of your practice is important to maintain. [18.53] Google reviews – Meranda dives into what solutions lawyers have if they get bad reviews on social media. [23.23] Question 3. - What are the top three tech tools that Meranda likes and uses to make a good appearance on social media. [29.45] Consistency – Meranda shares how important it is to maintain the consistency of interacting with social media as an attorney. RESOURCES: Connect with Meranda: LinkedIn - www.linkedin.com/in/merandavieyra Website - www.denverlegalmarketing.com Equipment Mentioned in the Podcast: Apple iPad - www.apple.com/ipad Blue Yeti Microphones - www.bluemic.com/en-us/products/yeti Epson printer - epson.com/printers Epson projector - epson.com/projectors MacBook Pro - www.apple.com/macbook-pro Mevo camera - www.mevo.com/pages/mevo-camera Software & Services Mentioned in the Podcast: Animaker - www.animaker.com Avvo - www.avvo.com Canva - www.canva.com Findlaw - www.findlaw.com Hootsuite - www.hootsuite.com Martindale-Hubbell - www.martindale.com Pocket - getpocket.com Super Lawyers - www.superlawyers.com Zapier - zapier.com

Govcon Giants Podcast
147: Eric Crusius - How to Get Ahead of the Competition on Legal Matters “Government Contracting”

Govcon Giants Podcast

Play Episode Listen Later Sep 28, 2022 45:31


Today we have a sit down with Mr. Eric Crusius, a Partner at Holland & Knight. In this episode, Eric and I discuss the regulation changes between the current administration and the previous two administrations as it applies to certain topics related to government contracts, how he gets ahead of the competition on new and upcoming regulations, and cybersecurity. Eric is a Partner at Holland & Knight specializing in government contracts, internet and technology and representing businesses of all shapes and sizes. He was named Super Lawyer's Rising Star, only given to the top 2.5% of attorneys who meet certain criteria. He has also appeared as a guest on Fox News, Government Matters, MPR, Federal News Radio and has been quoted in numerous publications including Newsweek, Washington Lawyer and The Washington Business Journal. In addition to this, Eric has successfully represented contractors before the government accountability office, GAO, United States Court of Federal Claims, Department of Labor and various governmental boards. Eric has also braved and argued appeals in the state and federal court. Stay tuned for this invigorating episode with Mr. Eric Crusius.

The Father's Truth
Interview with family law attorney Taryn G Sinatra.

The Father's Truth

Play Episode Listen Later Sep 27, 2022 53:12


Taryn G. Sinatra Taryn G. Sinatra, Esq., is a Florida Bar Board Certified Marital and Family Attorney and Florida Supreme Court Certified Family Mediator. Ms. Sinatra is the founder and owner of the Law Office of Taryn G. Sinatra, P.A., founded in 2010. She dedicates her practice to serving the families of South Florida by handling marital and family law matters exclusively. Ms. Sinatra has practiced family law exclusively since 2009 and has handled a diverse range of family law matters, from simple uncontested matters to high conflict and complex matters. She is highly regarded by colleagues and the judiciary alike. With nearly fifteen years of experience as a litigation attorney, Ms. Sinatra is uniquely qualified to handle the many facets of family law, whether sensitive and emotional issues related to children, or complex financial matters related to division of assets, alimony, and support. Involvement in the legal community has been paramount and extensive for Ms. Sinatra. She is a current member and the past President of the South Palm Beach County Florida Association for Women Lawyers, past President of the South Palm Beach County Young Lawyers Section, current member and former Board Member of the South Palm Beach County Bar Association, member and former Co-Chair of the South Palm Beach County Bar Association Family Law Section, a member of the Florida Bar Family Law Section and former Legislation Committee Member, and founding member of the Palm Beach Family Law Inn of Court and current Master. Ms. Sinatra has been honored as the recipient of various accolades including Super Lawyers Rising Star for 2014 and 2015, and Super Lawyer for four years in a row, 2018 -2021, She was honored among her peer as the recipient of the Florida Bar Family Law Section Spotlight Award in 2016, and Top Lawyer in Palm Beach County for 2018 and 2019. Prior to working in the private sector, Ms. Sinatra began her legal career in 2005 as an Assistant State Attorney at the Broward County State Attorney's Office where she was a prosecuting attorney through 2008. Ms. Sinatra graduated with a Bachelor of Arts degree from the University of Central Florida in 2001. She then earned her Juris Doctorate from Nova Southeastern University Shepard Broad Law in 2005. Ms. Sinatra was admitted to the Florida Bar in 2005. --- Send in a voice message: https://anchor.fm/thefatherstruth/message Support this podcast: https://anchor.fm/thefatherstruth/support

School for Startups Radio
September 23, 2022 Canadian Super Lawyer Norman Bacal, Bank of Americas Chris Curtin and Covid

School for Startups Radio

Play Episode Listen Later Sep 24, 2022


September 23, 2022 Canadian Super Lawyer Norman Bacal, Bank of Americas Chris Curtin and Covid Update Dr. Winston Price

The Confident Retirement
Ep 071: Calm in the Chaos

The Confident Retirement

Play Episode Listen Later Sep 22, 2022 33:25


Jason S. Weiss is a litigator who handles all aspects of business and commercial litigation. He was recently appointed as a Board Member of Benefits Specialist Inc. and voted President of Leadership Coral Springs Class of 2011. Jason is also a former adjunct professor of Sports Law at Nova Southeastern School of Law, a former adjunct professor of the graduate level course Sports Law at St. Thomas University and a former judge for the Broward County Teen Court Program. He serves as a legal advisor to professional athletes, performers and entertainers in all aspects of their professional and personal activities. Jason has been selected by Super Lawyer magazine as a Rising Star in 2009, 2010 and 2011. His areas of concentration include Commercial/Business Litigation, Sports and Entertainment, Business Transactions, American's with Disabilities Act cases, Consumer Protection, Landlord/Tenant Matters, Medical Marijuana, Personal Injury and Real Estate Litigation. Listen to this informative The Confident Retirement episode with Jason Weiss about being calm counsel in chaos. Here is what to expect on this week's show: ●     Common misconceptions people have about Jason ●     Jason's passion outside of law ●     Unique factors in dealing with sports & entertainment clients ●     What is elder abuse? ●     Jason's biggest challenge and obstacle   Connect with Jason: https://www.jswlawyer.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Love Me or Leave Me
S2 Ep5 | Determined to Divorce with Joy Rosenthal

Love Me or Leave Me

Play Episode Play 22 sec Highlight Listen Later Sep 22, 2022 25:23 Transcription Available


Date: September 22, 2022Love Me or Leave Me PodcastDetermined to Divorce with Joy RosenthalHosted by Meredith Shirey & Isaiah Vallejo-JusteProduced by Rich HackmanDescription:Mediator Joy Rosenthal returns to the Love Me or Leave Me podcast, and weighs in on the finality of a person's resolve to go through with a divorce, the legal and emotional implications.In this episode we discuss:How feelings differ for each person in divorceSeeking emotional support systemsThe effects on children in a divorceHow one divorce differs from the other, and their settlementsHow and when to maintain privacy during divorce proceedingsFree Resource: Divorce Journey RoadmapCourse: Landing On Your Feet, A Compassionate Lawyer's Guide to DivorcePodcast Website: www.lovemeorleavemepodcast.comPodcast Email: lovemeorleavemepodcast@gmail.comAbout Joy RosenthalJoy S. Rosenthal, Esq. - compassionate lawyer, divorce mediator, educator.Joy is a compassionate lawyer and divorce mediator based in York City. She founded Rosenthal Law & Mediation in 2006, after representing children in Family Court for nearly 10 years. Joy's practice now focuses on divorce mediation. Joy is also an adjunct professor at the CUNY School of Law, and the creator of her signature online divorce course, Landing on Your Feet - A Compassionate Lawyer's Guide to Divorce.Email: joy@joyrosenthal.comWebsite: http://www.joyrosenthal.com/Instagram: @joymediator About Meredith ShireyMeredith Shirey, MS, LMFT is a licensed psychotherapist specializing and the Founder and Practice Director of her New York based psychotherapy practice. Trained in Mental Health Counseling and licensed in Marriage and Family Therapy, Meredith's approach to treating clients emphasizes the importance of focusing the quality of interpersonal relationships and their impact on almost every facet of our lives. She believes that everyone is deserving of connection and strives to show empathy and compassion to everyone in her life.Office Email: info@relationshipcounselingnyc.comWebsite: www.relationshipcounselingnyc.com About Isaiah Vallejo-JusteIsaiah Vallejo-Juste is an attorney with over fifteen years of experience in matrimonial and commercial litigation and has been recognized as a Rising Star by Super Lawyers for the year 2019. Isaiah has represented some of New York's City's most successful and affluent individuals in the area of family law, including, divorces, prenuptial agreements, support hearings, custody proceedings, family offense proceedings, appeals, and all other family law proceedings throughout the New York City metropolitan area. Isaiah often also taps into his substantial commercial litigation experience in litigating complex financial issues involved in a divorce.Office Email: Isaiah@rvjlaw.comWebsite: http:/www.rvjlaw.com DISCLAIMERThis podcast is for informational purposes only. It does not constitute medical or legal advice and is not a substitute for professional consultation, diagnosis, or treatment. Always follow up with a licensed attorney or healthcare professional who can address your specific needs. 

Love thy Lawyer
Dan Callahan - Davis

Love thy Lawyer

Play Episode Listen Later Sep 21, 2022 26:53 Transcription Available


lovethylawyer.comA transcript of this podcast is available at lovethylawyer.com. Throughout his career, Daniel J. Callahan has always been known as one of the top trial attorneys in California.  His notable jury verdicts included a $934,000,000 jury verdict obtained after a three-month jury trial in a complex business dispute entitled Beckman Coulter vs. Flextronics. This unanimous verdict was the largest in California in 2003 and remains the largest in Orange County history.Mr. Callahan grew up in Chicago, Illinois where he went on to receive his BA, magna cum laude, from Western Illinois University in 1976, and graduated with honors from the UC Davis School of Law in 1979, while serving as Editor of the Law Review. He began his career in Hawaii before relocating to Southern California and starting his own firm by opening the doors on St. Patrick's Day, 1984. Mr. Callahan also provides corporate consulting to law firms and lawyers regarding litigation and strategy through Callahan Consulting Group, LLC.Among his many accomplishments over the last 42 years of practice:Won the Largest Jury Verdict in Orange County History – $934 Million.Obtained the Highest Personal Injury Settlement in the history of the United States – $50 Million.Obtained the highest Insurance Bad Faith Judgment in Orange County History – $58 Million.Obtained the Largest Employment Judgment in Orange County History – $38 Million.Named One of the Top 10 Attorneys in the United States by National Law Journal.Voted California Business Trial Lawyer of the Year by California Lawyer Magazine.Named One of Top 10 Lawyers in Southern California by Super Lawyers.Winner of the Prestigious OCTLA Trial Lawyer of the Year Award – 2000, 2004 and 2012.Received Commendation Resolution from California Legislature Assembly, 2013.Received Commendation Resolution from California Senate, 2014.Best Lawyers in America, 2005 to 2021.Super Lawyers, Named One of The Top 100 Lawyers in Southern California – 2011 to 2021.CONTACT INFOEmail: dcallahan@callahan-law.comToll Free: (888) 284-0809Phone: (714) 241-4444Fax: (714) 241-4445Download VCard Louis Goodman www.louisgoodman.comhttps://www.lovethylawyer.com/ 510.582.9090  Musical theme by Joel Katz, Seaside Recording, Maui Technical support: Bryan Matheson, Skyline Studios, OaklandAudiograms & Transcripts: Paul Roberts   We'd love to hear from you.  Send me an email at louis@lovethylawyer.comPlease subscribe and listen. Then tell us who you want to hear and what areas of interest you'd like us to cover.  Please rate us and review us on Apple Podcasts.    

WholeCEO With Lisa G Podcast
Natalie Goldberg: "If They Can Do It So Can I" How Natalie Goldberg Crushed It In Business

WholeCEO With Lisa G Podcast

Play Episode Listen Later Sep 19, 2022 15:42


Have you ever said, "If They Can Do It, So Can I"? In today's podcast, learn how you can crush it in business like Natalie Goldberg. Tune in today.   Natalie Elisha Goldberg is the founder of GOLD LEGAL LLC, a law firm focusing on trusts & estates. An award-winning attorney, rising star “Super Lawyer”, five-time best-selling author and a nationwide speaker about families, the transition of wealth and money issues. She prides herself on being a fearless cheerleader for her clients' success. As an influential industry leader, she's appeared on television networks and shows including CNBC, Fox News, CBS, BBC and Good Morning America as well as being featured in articles in CNN World, Parents Magazine, The New York Post, Star Magazine and Cosmopolitan, to name a few. Her greatest success? Her family of course. She works at the intersection of your LIFE, LOVE, LEGACY and the LAW. https://www.goldbergllp.com/   ------------------------------ Lisa Goldenthal is the best-selling author of "The Boss Weight Loss", and creator of the original Skinny Jeans Workout that sold over 100,000 units in Target and Walmart. Lisa has been featured in Life & Style Magazine, KTLA 5, CBS News, Thrive Global, and Web MD and has 20+ years transforming clients' lives, including Cheryl Tiegs and Paul Zane Pilzer. Lisa is recognized as an expert VIP lifestyle coach, and Corporate Health and Wellness specialist creating customized nutrition and exercise plans for clients to combat sleep deprivation, stress and unhealthy eating. Lisa gets results for high-impact CEOs, Senior Executives, Busy Entrepreneurs and Boss Moms by holding them to the highest level of accountability to get in shape while increasing productivity and energy levels. She inspires clients to go from stuck to unstoppable in all areas of life - wellness, weight loss, business and mindset!

School for Startups Radio
September 16, 2022 Super Lawyer Fred Penney and American Entre History John Landry

School for Startups Radio

Play Episode Listen Later Sep 16, 2022


September 16, 2022 Super Lawyer Fred Penney and American Entre History John Landry

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
IAM1491 - Law Firm Founding Member Offers High Mission of Service to Clients

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co

Play Episode Listen Later Sep 12, 2022 16:56


Jon Vegosen is a founding member of Chicago corporate and litigation law firm Funkhouser Vegosen Liebman and Dunn Ltd., where he was a co-managing partner for many years. While Jon has a broad-based legal background, he concentrates on labor and employment matters and also writes and speaks widely about them. A Phi Beta Kappa graduate of Northwestern University and a cum laude graduate of its law school, Jon has received the highest professional peer review ratings, including being selected as a Super Lawyer in Illinois in employment law for several years. Jon has served on several boards of directors, including as Chairman of the Board, President, & CEO of the United States Tennis Association in 2011 and 2012, and has been Chairman of the Board of the Intercollegiate Tennis Association since 2015. Website: www.fvldlaw.com LinkedIn: fvld  

Love Me or Leave Me
S2 Ep4 | Roe v. Wade, Pt.2 - The Emotional Reaction

Love Me or Leave Me

Play Episode Play 54 sec Highlight Listen Later Sep 8, 2022 15:59 Transcription Available


Date: September 8, 2022Love Me or Leave Me Podcast"Roe v. Wade, Pt.2 - The Emotional Reaction"Hosted by Meredith Shirey & Isaiah Vallejo-JusteProduced by Rich HackmanDescription:In that last episode we discussed the legal ramifications of the overturned Roe v. Wade decision. This week we unravel the emotional fallout that is a direct reaction to this pivotal action.  For some, this is a victory long awaited, for others it is a painful blow to their autonomy and reproductive rights.In this episode we discuss:Pro-Choice vs. Pro-LifeGendered conversations about abortion nuanceMaternal mortality ratesManaging and navigating collective and shared traumaEmpathizing with others without understanding their experience.Communication and conflict resolution practicesPodcast Websitehttps://www.lovemeorleavemepodcast.comPodcast Emaillovemeorleavemepodcast@gmail.comAbout Meredith ShireyMeredith Shirey, MS, LMFT is a licensed psychotherapist specializing and the Founder and Practice Director of her New York based psychotherapy practice. Trained in Mental Health Counseling and licensed in Marriage and Family Therapy, Meredith's approach to treating clients emphasizes the importance of focusing the quality of interpersonal relationships and their impact on almost every facet of our lives. She believes that everyone is deserving of connection and strives to show empathy and compassion to everyone in her life.Office Email: info@relationshipcounselingnyc.comOffice Phone Number: +1 (646) 951-3692Website: www.relationshipcounselingnyc.comAbout Isaiah Vallejo-JusteIsaiah Vallejo-Juste is an attorney with over fifteen years of experience in matrimonial and commercial litigation and has been recognized as a Rising Star by Super Lawyers for the year 2019. Isaiah has represented some of New York's City's most successful and affluent individuals in the area of family law, including, divorces, prenuptial agreements, support hearings, custody proceedings, family offense proceedings, appeals, and all other family law proceedings throughout the New York City metropolitan area. Isaiah often also taps into his substantial commercial litigation experience in litigating complex financial issues involved in a divorce.Office Email: Isaiah@rvjlaw.comOffice Phone Number: +1 (212) 953-1600 Ext. 3Website: www.rvjlaw.comDISCLAIMERThis podcast is for informational purposes only. It does not constitute medical or legal advice and is not a substitute for professional consultation, diagnosis, or treatment. Always follow up with a licensed attorney or healthcare professional who can address your specific needs. 

Driving You Crazy
E257 - Answering all your traffic law questions with Super Lawyer David Perecman

Driving You Crazy

Play Episode Listen Later Sep 1, 2022 63:03


I get questions all the time from viewers and listeners about legal situations involving driving that they might be caught in or just curious about. So, I invited to answer a barrage of traffic law related questions David H. Perecman, Founder and Lead Trial Attorney at New York City's Perecman Law Firm. All that and more on the Driving You Crazy Podcast.    Contact: 303-832-0217 or DrivingYouCrazyPodcast@Gmail.com Jayson: twitter.com/Denver7Traffic or www.facebook.com/JaysonLuberTrafficGuy    Perecman Law Firm: Contact Number: 212-977-7033 or 718-Workers Perecman Website: https://www.perecman.com/ David Perecman Bio: https://www.perecman.com/attorneys/david-perecman/   Production Notes: Open music: jazzyfrenchy by Bensound Close music: Latché Swing by Hungaria   iTunes:https://apple.co/2fgLX8u iHeart: https://ihr.fm/2LVBvoc Podbean: https://bit.ly/2JbBiec Spotify: https://spoti.fi/30gj3zq Stitcher: https://bit.ly/3EViUk5

Dad's Night - Where Ridiculous Becomes Reality

Manhattan Beach's most historic podcast is honored to have Bobby Simon, arguably the only lawyer fighting for YOU. We discuss the return of football and how Chris got screwed in his AYSO draft in the 3W's (02:32), then Bobby joins (09:00) to discuss his career in law and what every young lawyer should be doing to be more successful. We get into some awesome Dad Stuff (30:00) before we jump into our weekly FOP section (48:33). This week's segment of “3 W's” is brought to you by postal.io. Learn more and get a free trial at postal.io/dads. Our “Friends of the Pod” segment is brought to you by South Bay's power realtor Brook Billings! Find us on Instagram at @dadsnightpodcast or email us dadsnightpodcast@gmail.com Dad's Night Podcast is brought to you on BLEAV.

The Litigation War Room
Special Replay: Building a "Fireproof" Law Firm with Mike Morse

The Litigation War Room

Play Episode Listen Later Aug 31, 2022 32:47


On this special replay, we return to Max's interview with Mike Morse, a high-profile attorney known for his entertaining TV ads and his impressive wins on behalf of injured clients. Mike is the author of Fireproof: a Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable. Mike talks about how he went from being a true solo to becoming a household name. Mike shares some of his secrets for building what he calls a “fireproof” law firm. ---------- “What is the lawyer's biggest case? The biggest thing in their life is their law firm. And I don't see the same preparation in running a law firm as I do running their biggest case. . . . Spend at least the amount of time running your law firm that you do on your biggest case.”-Mike Morse---------- 00:19 – Introduction 02:23 – About Mike Morse's practice 05:09 – The importance of delegation 06:58 – Why Mike decided to write Fireproof 08:38 – COVID's impact on law firms 09:24 – Mike's television ads 13:26 – The Jesus Moreno Case 17:46 – Why Mike wrote Fireproof 21:14 – Running a law firm like a business 23:43 – The “Legal Jumbotron” 25:37 – How Mike answers skeptics 28:23 – Concluding remarks ---------- Mike Morse is the founder of Mike Morse Law Firm, the largest personal injury firm in Michigan. Mike lectures across the country on the practice of law and how to build a successful law firm. Recently, he was named a #1 Amazon Best-selling author for his book on this topic, FireProof: a Five-Step Model to Take Your Law From from Unpredictable to Wildly Profitable. Mike also hosts a weekly podcast, Open Mike, where he shares advice on the law and brings important legal topics to the forefront. He is also involved with many charitable organizations including Project Backpack, a program he founded that provides free backpacks and school supplies to students in need. Mike has received many awards and accolades, including being named one of America's 50 Most Influential Trial Lawyers by The National Law Journal and The Trial Lawyer Magazine, Lawyers Weekly Leader in the Law, DBiz Top Lawyer, and Super Lawyer's Top Rated Lawyer. Mike has also received multiple Golden Gavel Awards for his award-winning commercials and garnered coverage from prominent news outlets and renowned publications such as The Today Show, Huffington Post, and Lawyers Weekly. He is often featured as a legal advisor on local news broadcasts in metro Detroit. ---------- https://www.amazon.com/Fireproof-Five-Step-Unpredictable-Wildly-Profitable-ebook/dp/B088X41PPP/ref=sr_1_1?dchild=1&keywords=fireproof+mike+morse&qid=1624735279&sr=8-1 (Mike's Book: Fireproof) https://www.855mikewins.com/podcast/ (Mike's Podcast: Open Mike) https://www.youtube.com/playlist?list=PLA-zdVrR6P5hhdRUbS_cFXm3xV5veOxF5 (Mike's Award-Winning Commercials) ---------- The Litigation War Room is hosted by litigation lawyer Maxwell Goss. Max represents clients in intellectual property and business cases throughout Michigan and around the country, bringing forceful advocacy and creative solutions to every case he handles. ---------- https://www.thelitigationwarroom.com/ (Show Website) https://twitter.com/LitWarRoom (Twitter) https://www.linkedin.com/company/the-litigation-war-room-podcast/ (LinkedIn) https://www.facebook.com/The-Litigation-War-Room-Podcast-111235441143108 (Facebook)

The Political Life
Democrats Achieve Legislative Wins before The August Recess - We Dive in with Rich Gold

The Political Life

Play Episode Listen Later Aug 26, 2022 24:11


This week we welcome back friend of the show Rich Gold to discuss the recent wins for Democrative policy-makers in Congress. Rich Gold is the leader of Holland & Knight's Public Policy & Regulation Group and focuses his practice at the intersection of complex policy and political issues involving Congress, the executive branch, and the media. Mr. Gold has been recognized as a top lobbyist in Washington by The Hill, The National Journal, Washington SmartCEO, Super Lawyers, Washingtonian and The Washington Business Journal. Help us grow! Leave us a rating and review - it's the best way to bring new listeners to the show. Don't forget to subscribe! Have a suggestion, or want to chat with Jim? Email him at Jim@ThePoliticalLife.net  Follow The Political Life on Facebook, Instagram, LinkedIn and Twitter for weekly updates.

Let's be Blunt with Montel
FOR REAL CHANGE, WE NEED ACTION! | MATT ZORN

Let's be Blunt with Montel

Play Episode Listen Later Aug 25, 2022 59:40


On this episode of Let's Be Blunt, Montel talks with Matt Zorn, Esq, a partner at Yetter Coleman, LLP. Matt is recognized as an authority on issues relating to the federal Controlled Substance Act and issues relating to canna regulation, even being named to the Law360 2020 Cannabis Editorial Advisory Board. Matt routinely speaks and publishes on issues relating to legal issues involving controlled substances. He was honored as a 2020 Pegasus Scholar by American Inns of Court. In one of his favorite areas of complex litigation, Best Lawyers in America named Matt "One to Watch," and Thomson Reuters' Super Lawyers recognized him as a "Texas Rising Star" in IP Litigation, Canna Law, and Administrative Law. Before joining the firm, Matt was a judicial clerk to the Hon. Rodney Gilstrap, U.S. District Judge for the Eastern District of Texas, spending hundreds of hours in court helping manage one of the busiest trial dockets in the country. Before then he was a litigator with Paul, Weiss in New York City. He earned his law degree at Columbia Law School, and his BA in European History and Applied Mathematics from Emory University.Support the show

Love Me or Leave Me
S2 Ep3 | Roe v. Wade, Pt.1 - The Legal Actions

Love Me or Leave Me

Play Episode Play 35 sec Highlight Listen Later Aug 25, 2022 24:47 Transcription Available


Date: August 25, 2022Love Me or Leave Me Podcast"Roe v. Wade, Pt.1 - The Legal Actions"Hosted by Meredith Shirey & Isaiah Vallejo-JusteProduced by Rich HackmanDescription:What does it mean that the US Supreme Court overturned Roe v. Wade? Why now? And how is it that it's caused such discourse for reproductive rights in the United States? What if anything can we do as individuals in response to this decision?The history behind Roe v. WadeLegal Implications: Federal Law vs. State Law Defining "stare decisis" legal precedentInterpreting Constitutional LawExtradition and access to abortion carePodcast Websitehttps://www.lovemeorleavemepodcast.comPodcast Emaillovemeorleavemepodcast@gmail.comAbout Meredith ShireyMeredith Shirey, MS, LMFT is a licensed psychotherapist specializing and the Founder and Practice Director of her New York based psychotherapy practice. Trained in Mental Health Counseling and licensed in Marriage and Family Therapy, Meredith's approach to treating clients emphasizes the importance of focusing the quality of interpersonal relationships and their impact on almost every facet of our lives. She believes that everyone is deserving of connection and strives to show empathy and compassion to everyone in her life.Office Email: info@relationshipcounselingnyc.comOffice Phone Number: +1 (646) 951-3692Website: www.relationshipcounselingnyc.comAbout Isaiah Vallejo-JusteIsaiah Vallejo-Juste is an attorney with over fifteen years of experience in matrimonial and commercial litigation and has been recognized as a Rising Star by Super Lawyers for the year 2019. Isaiah has represented some of New York's City's most successful and affluent individuals in the area of family law, including, divorces, prenuptial agreements, support hearings, custody proceedings, family offense proceedings, appeals, and all other family law proceedings throughout the New York City metropolitan area. Isaiah often also taps into his substantial commercial litigation experience in litigating complex financial issues involved in a divorce.Office Email: Isaiah@rvjlaw.comOffice Phone Number: +1 (212) 953-1600 Ext. 3Website: www.rvjlaw.comDISCLAIMERThis podcast is for informational purposes only. It does not constitute medical or legal advice and is not a substitute for professional consultation, diagnosis, or treatment. Always follow up with a licensed attorney or healthcare professional who can address your specific needs. 

Hill-Man Morning Show Audio
Paul Bristow, 69, prostate cancer, Norton, with his wife, Kathy, Governor Sununu, Sarah Sallan, RN, Nurse Practitioner, Jimmy Fund Clinic, Dana-Farber, Sean C. Flaherty, Managing Partner Keches Law Group

Hill-Man Morning Show Audio

Play Episode Listen Later Aug 24, 2022 39:54


Paul Bristow, 69, prostate cancer, Norton, with his wife, Kathy ● Paul has metastatic prostate cancer, which means his cancer has spread. He wasdiagnosed in August 2019. Throughout his cancer journey Paul has felt he's in greathands with his Dana-Farber care team.● The disease causes pain which has been challenging at times, especially since Paulloves to be active, even as a rider on the PMC.● This past year, his cancer was still progressing, despite previous treatments. That'swhen he learned there was a new treatment available that was just approved by theF-D-A, thanks to a clinical trial.● It's a radio-pharmaceutical, which means it is a nuclear medicine. It's a drug that isinjected and targets the radiation precisely to the tumor.● Paul was the first patient at Dana-Farber to undergo this cutting-edge treatment,going to the Chestnut Hill location to receive it.● Paul and his wife say when they learned about this new treatment option, they felthope and were thankful that Dana-Farber can offer it and appreciative of the scienceand research that made this treatment possible.● In his spare time, in addition to staying active, he loves to travel. Prostate cancer facts● Prostate cancer is the most common cancer among men (after skin cancer).● The American Cancer Society's estimates for prostate cancer in the United States for2022 are about 268,490 new cases of prostate cancer.● About 1 man in 8 will be diagnosed with prostate cancer during his lifetime.● Prostate cancer begins when cells in the prostate gland start to grow out of control.The prostate is a gland found only in males.● Almost all prostate cancers are adenocarcinomas. These cancers develop from thegland cells (the cells that make the prostate fluid that is added to the semen).● Most prostate cancers are found early, through screening. Early prostate cancerusually causes no symptoms. Symptoms can include problems urinating, blood inurine or semen, pain in the hips, back, or chest, and weakness or numbness in thelegs or feed.● New research on gene changes linked to prostate cancer is helping scientists betterunderstand how prostate cancer develops. This could make it possible to designmedicines to target those changes. Sarah Sallan, RN, Nurse Practitioner, Jimmy Fund Clinic, Dana-Farber● She earned her Master's in Science at the University of Pennsylvania and started as aSolid Tumor Nurse Practitioner in the Jimmy Fund Clinic in December of 2019.● She primarily sees patients with osteosarcoma and germ cell tumors, but also othersolid tumor diseases. Sarah loves her team because of their depth of knowledge,patient care, and overall teamwork. Though the job can be difficult, the people makeit worth it.● Before working at the Jimmy Fund, Sarah worked as an inpatient registered nurse onthe Oncology and Bone Marrow Transplant unit at the Children's Hospital ofPhiladelphia (CHOP).● At the start of her career, Sarah worked for a non-profit in Cambridge for severalyears eventually realizing she wanted to interact more directly with people.Ultimately, she realized that nursing was her tue calling.● Sarah loves getting to know patients and their families and building relationshipswith them to care for their individual needs. ● Sarah is a granddaughter, niece, and daughter to a family of nurses and is very proudto follow their lead.● Already an avid city walker, Sarah is working on becoming a runner and has recentlylearned how to play pickleball. Sean C. Flaherty, Managing PartnerSean Flaherty joined Keches Law Group, P.C. in 2004 with a background in the constructionindustry. He is a former member of Iron Workers Local 7 Union. He represents injuredworkers in all phases of workers' compensation litigation including conciliations, conferences,and hearings before Administrative Law Judges at the Department of Industrial Accidents. Healso handles social security disability claims, as well as cases involving employmentdiscrimination, sexual harassment, and wrongful termination.Before joining Keches Law Group, Flaherty interned with the Norfolk County District Attorney'sOffice. He's also President of the Taunton Bar Association since 2011, and the past president ofthe Bristol Bar Association and has been on their board of directors since 2011. Flaherty is alsoCo-Chair of the Workers' Compensation Section of the Massachusetts Academy of TrialAttorneys since 2012; Vice President of Kids' Chance of Massachusetts, a guest professor at NewEngland School of Law, is on the board of directors at MassCOSH (Massachusetts Coalition forOccupational Safety and Health). Flaherty is also a member of the Workers' Injury and AdvocacyGroup.Flaherty was named in 2018 Boston Magazine's Super Lawyers edition as one of Massachusetts'“Super Lawyers” and prior as “Rising Star”, 7 years in-a-row. He is also the recipient ofMassachusetts Lawyers Weekly Excellence in The Law Award in 2011 and 2012.Flaherty received his bachelor's degree summa cum laude from Quinnipiac University. While atQuinnipiac University, he was named to the Phi Beta Kappa International Honor Society. Seanearned his law degree from New England School of Law and is admitted to practice law inMassachusetts.Professional & Bar Association Memberships● Co-Chair, Massachusetts Academy of Trial Attorneys, Workers' Compensation Section● President, Bristol County Bar Association● President, Taunton Bar Association● Vice President, Kids' Chance of Massachusetts● Board of Directors, MassCOSH, (Massachusetts Coalition for Occupational Safety andHealth)● Member, Workers' Injury and Advocacy Group Awards● Super Lawyers, “Super Lawyer”; 2017, 2018, 2019, and 2020● Super Lawyers, “Rising Star”; 2011, 2012, 2013, 2014, 2015, and 2016● Americas Most Honored Professionals Top 5% Award, 2015● 10 Best 2016 American Institute of Legal Counsel for Client Satisfaction● WILIG 2014 Top 100 of the Nations Injured Worker Attorneys● Speaker 2016 Massachusetts Continuing Legal Education seminar on Workers'Compensation

Hill-Man Morning Show Audio
Sean C. Flaherty, Managing Partner, Keches Law Group

Hill-Man Morning Show Audio

Play Episode Listen Later Aug 24, 2022 6:05


Sean C. Flaherty, Managing Partner, Keches Law Group Sean Flaherty joined Keches Law Group, P.C. in 2004 with a background in the constructionindustry. He is a former member of Iron Workers Local 7 Union. He represents injuredworkers in all phases of workers' compensation litigation including conciliations, conferences,and hearings before Administrative Law Judges at the Department of Industrial Accidents. Healso handles social security disability claims, as well as cases involving employmentdiscrimination, sexual harassment, and wrongful termination.Before joining Keches Law Group, Flaherty interned with the Norfolk County District Attorney'sOffice. He's also President of the Taunton Bar Association since 2011, and the past president ofthe Bristol Bar Association and has been on their board of directors since 2011. Flaherty is alsoCo-Chair of the Workers' Compensation Section of the Massachusetts Academy of TrialAttorneys since 2012; Vice President of Kids' Chance of Massachusetts, a guest professor at NewEngland School of Law, is on the board of directors at MassCOSH (Massachusetts Coalition forOccupational Safety and Health). Flaherty is also a member of the Workers' Injury and AdvocacyGroup.Flaherty was named in 2018 Boston Magazine's Super Lawyers edition as one of Massachusetts'“Super Lawyers” and prior as “Rising Star”, 7 years in-a-row. He is also the recipient ofMassachusetts Lawyers Weekly Excellence in The Law Award in 2011 and 2012.Flaherty received his bachelor's degree summa cum laude from Quinnipiac University. While atQuinnipiac University, he was named to the Phi Beta Kappa International Honor Society. Seanearned his law degree from New England School of Law and is admitted to practice law inMassachusetts.Professional & Bar Association Memberships● Co-Chair, Massachusetts Academy of Trial Attorneys, Workers' Compensation Section● President, Bristol County Bar Association● President, Taunton Bar Association● Vice President, Kids' Chance of Massachusetts● Board of Directors, MassCOSH, (Massachusetts Coalition for Occupational Safety andHealth)● Member, Workers' Injury and Advocacy Group Awards● Super Lawyers, “Super Lawyer”; 2017, 2018, 2019, and 2020● Super Lawyers, “Rising Star”; 2011, 2012, 2013, 2014, 2015, and 2016● Americas Most Honored Professionals Top 5% Award, 2015● 10 Best 2016 American Institute of Legal Counsel for Client Satisfaction● WILIG 2014 Top 100 of the Nations Injured Worker Attorneys● Speaker 2016 Massachusetts Continuing Legal Education seminar on Workers'Compensation

Building the Premier Accounting Firm
Systemizing Work for Efficiency w/ Allison Williams

Building the Premier Accounting Firm

Play Episode Listen Later Aug 17, 2022 44:56


In this week's episode, Roger Knect has a conversation with Allison Williams about ways to systemize your work for efficiency, the three key things to look out for in order to hire the right person and business principles that are effective for running a business.  With experience helping solo and small firm attorneys grow their revenue, crush problems in business and making money, Allison shares business principles that she has found to be applicable to the law firm and can be applied to accounting professionals.    Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Allison Williams Allison Williams, known as the Law Firm Mentor, is the owner of two successful companies. She is Founder of Williams Law Group, a full-service family law firm where she is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the New Jersey Supreme Court as Matrimonial Law Attorney and is certified by the National Board of Trial Advocacy in Family Law. After taking Williams Law Group from start-up to a multi-million-dollar business in 3.5 years, she created a second business, Law Firm Mentor, where she provides business coaching services for Solo and Small Law Firm attorneys helping them grow their revenues, crush chaos in business and make more money.   This business was born out of her success in business, including winning the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, being named a Stevie Award Finalist for Female Entrepreneur of the Year in 2017 and in 2018, being voted as NJBIZ's Top 50 Women in Business and designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. The motto of Law Firm Mentor is #NeverStopGrowing!   An international speaker in the field of child abuse and neglect evidence and trial practice, Ms. Williams has appeared on the Katie Couric show and has published articles in the Huffington Post addressing issues of child maltreatment. She has been selected among her peers as one of the Top 100 Super Lawyers in New Jersey and has been voted by her clients as one of New Jersey's Best Lawyers for Families.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Allison provides a chance for you to listen to her podcast,  The Crushing Chaos with Law Firm Mentor podcast. on your preferred platform.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant's library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Between the Lines with Lou Palumbo
Immigration: Getting To The Truth

Between the Lines with Lou Palumbo

Play Episode Listen Later Aug 17, 2022 54:33


Lou welcomes special guest Richard Herman. He is a nationally recognized immigration lawyer and immigration activist. He has dedicated his life to advocating for immigrants and helping change the conversation on immigration. He believes immigrants can help grow the economy, create jobs and reverse progressive depopulation. He is also the co-author of the acclaimed book, Immigrant, Inc. ---Why Immigrant Entrepreneurs Are Driving the New Economy.They discuss the situation at the borders, the difference between illegal vs legal refugees, how to fix our current visa program, reverse progressive depopulation, his book and much more. More Info about Richard:  https://www.lawfirm4immigrants.com/immigration-expert/https://www.lawfirm4immigrants.com/video into to book:  https://youtu.be/cTizYF0Ie4Aamazon book link: https://www.amazon.com/Immigrant-Inc-Entrepreneurs-Driving-American/dp/0470455713?ie=UTF8&n=283155&ref_=dp_proddesc_0&s=bookssampling of news mentions on Richard Governing Magazine, "The Resource We Are Throwing Away:  Entrepreneurial Immigrants"  Richard Herman, February , 2015New York Times, "Ailing Midwestern Cities Extend Immigrant a Welcoming Hand to Immigrants," Julia Preston, 2013, Washington Post Writers Group, "Cities Scramble for Immigrants,"  Peirce, Neal,Sarasota Times, May 17, 2004.Super Lawyers," A Lawyer Without Borders ," Kashuba John, January 2006Forbes, "The Immigrant Connection" Megha Bahree, Jan 2010Our show is interactive with our audience, callers, and renowned guests. No topics are ignored, however, be prepared to get an earful and interact as there are no sound-bite answers to these meaningful questions. Our show is passionate yet not snarky nor patronizing – we listen to both sides, ask relevant questions, stay on topic, and then Lou chimes in with a recap and practical breakdown with problem-solving that lays out a foundation for change – “heavy lifting” rather than kicking the can down the road. Visit our website:  www.betweenthelines.tvCreditsIt City Entertainment Production In association with Tenacity Entertainment Executive ProducersBrian B WilliamsLloyd Bryan Molander  Produced and Directed by Lloyd Bryan Molander Story ProducerRyan Rossell Recorded at Studio Podcast Suites, Jacksonville FLExecutive Producer Gary Spurgeon 

Love Me or Leave Me
S2 Ep2 | Everything is Politicized

Love Me or Leave Me

Play Episode Play 53 sec Highlight Listen Later Aug 11, 2022 16:18 Transcription Available


Date: August 11, 2022Love Me or Leave Me Podcast"Everything is Politicized"Hosted by Meredith Shirey & Isaiah Vallejo-JusteProduced by Rich HackmanDescription:Are politics making it more difficult to manage our relationships? From our personal lives to our professional lives it seems as though an increasing number of subjects are becoming more difficult to have meaningful conversation about. Is this a symptom of heightened awareness and mindfulness surrounding the needs of others, or is this the limit to our collective tolerance? How do we normalize conversations that may make us uncomfortable and possibly find acceptance in the discord?In this episode we discuss:The trouble with code words and talking PointsHow previously non-political issues are now polarizedHow single-mindedness impacts our relationshipsChoosing curiosity in divisive conversationsLearning how to disagreePodcast Websitehttps://www.lovemeorleavemepodcast.comPodcast Emaillovemeorleavemepodcast@gmail.comAbout Meredith ShireyMeredith Shirey, MS, LMFT is a licensed psychotherapist specializing and the Founder and Practice Director of her New York based psychotherapy practice. Trained in Mental Health Counseling and licensed in Marriage and Family Therapy, Meredith's approach to treating clients emphasizes the importance of focusing the quality of interpersonal relationships and their impact on almost every facet of our lives. She believes that everyone is deserving of connection and strives to show empathy and compassion to everyone in her life.Office Email: info@relationshipcounselingnyc.comOffice Phone Number: +1 (646) 951-3692Website: www.relationshipcounselingnyc.comAbout Isaiah Vallejo-JusteIsaiah Vallejo-Juste is an attorney with over fifteen years of experience in matrimonial and commercial litigation and has been recognized as a Rising Star by Super Lawyers for the year 2019. Isaiah has represented some of New York's City's most successful and affluent individuals in the area of family law, including, divorces, prenuptial agreements, support hearings, custody proceedings, family offense proceedings, appeals, and all other family law proceedings throughout the New York City metropolitan area. Isaiah often also taps into his substantial commercial litigation experience in litigating complex financial issues involved in a divorce.Office Email: Isaiah@rvjlaw.comOffice Phone Number: +1 (212) 953-1600 Ext. 3Website: www.rvjlaw.comDISCLAIMERThis podcast is for informational purposes only. It does not constitute medical or legal advice and is not a substitute for professional consultation, diagnosis, or treatment. Always follow up with a licensed attorney or healthcare professional who can address your specific needs. 

Unstoppable with Corina Burton
Natalie Elisha Goldberg - Helping you create financial independence and build your legacy!

Unstoppable with Corina Burton

Play Episode Listen Later Aug 9, 2022 59:18


"The greatest shift in wealth is happening as we speak!" Natalie Elisha Goldberg is the founder of GOLD LEGAL LLC, a law firm which focuses on trusts and estates.  She is an award-winning attorney, rising star “Super Lawyer”, five-time best-selling author and a nationwide speaker about families, the transition of wealth and money issues. Natalie is an influential industry leader who prides herself on being a fearless cheerleader for her clients' success, thriving on and off the camera. She has appeared on television networks and shows including CNBC, Fox News, CBS, HLN, BBC and Good Morning America as well as being featured in articles in CNN World, Parents Magazine, The New York Post, Star Magazine and Cosmopolitan, to name a few. Her greatest success?  Her family of course. She works at the intersection of your LIFE, LOVE, LEGACY and the LAW. A lawyer you'll like...on a Podcast you love!   Social: @lawyernatalie - TikTok Linkedin: https://www.linkedin.com/in/natalieelishagold/ Website: https://www.goldbergllp.com/

Maximum Mom
Women In Larger Firms with Leora Maccabee

Maximum Mom

Play Episode Listen Later Aug 8, 2022 47:46


This week on Maximum Mom, your host Elise Buie joined Leora Maccabee.Leora is a mom of 3 who is a partner at an award-winning #midlaw firm (of approximately 85 attorneys) in Minneapolis, building her business through relationships with women executives, in-house counsel, and businesses in various industries, including the medical device space. She is a thriver (not survivor) of divorce, and has channeled her personal story and lessons she has learned into pro bono work for low-income women seeking or responding to divorce and rebuilding their lives. Leora has been at her law firm for over 12 years and has established a track record as an effective but empathic litigator.Leora Maccabee is a trial lawyer practicing primarily in the areas of general business, product liability, and trust and estate litigation. In the business and product liability litigation side of her practice, she prides herself on offering exceptional legal service to businesses—from multimillion-dollar companies to startups—facing conflicts and challenges that at minimum threaten to distract from the products they are selling and services they are providing to our community, and at maximum are bet-the-company matters. Whether that means going to court, engaging in mediation, or conducting complex and large-scale written and deposition discovery and e-discovery to develop the factual record, she represents her clients aggressively, intelligently, and effectively, and with a keen eye toward their business needs. As a trust and estate litigator, Leora partners with other attorneys in Maslon's Estate Planning Group to handle contested matters in probate courts, representing her clients in disputes regarding the obligations of fiduciaries such as trustees, executors, conservators, and guardians as well as the interpretation of testamentary instruments.Leora was recognized as a 2016 40 Under 40 Honoree by Minneapolis/ St. Paul Business Journal, a 2015 Up & Coming Attorney by Minnesota Lawyer, and annually on the Rising Stars and Top Woman Attorney lists by Super Lawyers.1:15 generalist litigator5:45 very family friendly9:40 there's a very big difference13:38 I can go about my day18:20 it's not sanitary21:47 we have to be more vulnerable27:30 as mentors to other women31:27 we support the work you're doing35:20 you're going to do best in the spaces that you're happiest in39:08 I do think it's a dance43:07 life work integrationWatch the interview here.Subscribe to Maximum Mom on your favorite podcast player, so you never miss an episode!Sign up for the Maximum Mom newsletter!

Revolutionize Your Retirement Radio
Disaster-Proof Your Retirement with Harry Margolis

Revolutionize Your Retirement Radio

Play Episode Play 29 sec Highlight Listen Later Aug 2, 2022 66:51


Episode Guest: Harry Margolis, estate planning and elder law attorney and author who is a passionate advocate for seniors and individuals with special needs and their families. Episode Description: Too often, retirement plans fail due to a lack of coordination between financial and estate planning and failure to involve care managers. While we're healthy and cognitively intact, we can continue to work, travel, care for grandchildren (if we're so lucky), and go up and down stairs. Almost no financial and estate planning is necessary as long as we stay healthy. But when a spouse or we become disabled, most plans (or lack of plans) fall apart.Age 75 is a good time to ask and answer the following questions:Where do you want to live when you need help from others? Being close to children (assuming you have a good relationship) will make life a lot easier for all concerned. Make sure you can live on one floor.Who will step in to take over your finances when you can no longer handle them yourself? A revocable trust is an ideal mechanism for managing financial matters.Who will make health care and life decisions for you when you can't make them yourself? You need a health care proxy, but you must also talk with your agent about your wishes.Do you care if all your resources are spent down on your care? At age 75, it's probably too late to buy long-term care insurance, but it can be a good time for Medicaid planning.About Harry Margolis:Harry S. Margolis has been representing seniors, individuals with special needs, and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987. Since then, he and the firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.For three decades, Harry served as editor of The ElderLaw Report, an attorney's monthly newsletter. His peers have recognized his leadership in the field in his selection as a Fellow of the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He has been named a "Super Lawyer" since 2005 and, in different years, recognized as one of the top 100 attorneys in New England. In 2015, Best Lawyers named him Best Lawyer in America in the practice of Elder Law and Trust and Estates. He is the only elder law attorney to receive these honors.He firmly believes that the best legal solutions are achieved through the partnership of well-informed clients and attorneys who combine great technical expertise, experience, and an ability to listen. Most recently, he began answering consumer questions online at AskHarry.info. He is also the author of Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning.When not working, Harry resides in Brookline with his wife, college-age twins (when they're home), and a dog of uncertain breed. He loves biking and traveling, both in the U.S. and abroad.Get in touch with Harry Margolis:Harry's website: https://margolisbloom.com/ Ask Harry a question: https://askharry.info/  Buy Harry's book: https://revolutionizeretirement.com/margolis Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at https://10keyretirementissues.com/ 

CRE SharkEye Commercial Real Estate Show Hosted BY Yishai Breslauer
Creating the Real Estate Law Firm Super Team with Adam Leitman Bailey

CRE SharkEye Commercial Real Estate Show Hosted BY Yishai Breslauer

Play Episode Listen Later Aug 1, 2022 36:16


Actively at the helm of the law firm he built from scratch, Adam Leitman Bailey, Esq. practices residential and commercial real estate law. Among New York's most successful and prominent real estate attorneys, Mr. Bailey is one of two attorneys from a law firm with less than 30 attorneys that has been ranked in Chambers & Partners, honored with a Martindale-Hubbell “AV” Preeminent rating, a Best Lawyers ranking for himself and his law firm, selected by Super Lawyers as one of New York's “Top 100” attorneys, a list that included only five real estate law firms' attorneys and selected among America's Top 100 Bet-The-Company Litigators. https://www.alblawfirm.com/ https://www.linkedin.com/in/adamleitmanbailey/ The CRE SharkEye Show https://www.youtube.com/c/YishaiBreslauer The best 6 secrets of commercial real estate download free https://lnkd.in/dZkCUFR The CRE Crash Course - Everything you need in order to get the Must Have Skills for Commercial Real Estate, in only 2 weeks https://www.crelaunchpad.com/cre-crash-course

Law Firm Marketing Catalyst
Episode 104: Why Google My Business Is a Gamechanger for Law Firm SEO with CEO of NoBull Marketing, Ronnie Deaver

Law Firm Marketing Catalyst

Play Episode Listen Later Aug 1, 2022 42:35


What you'll learn in this episode: Why all successful business owners use a combination of thought and action The difference between Google Ads, Google My Business, and organic SEO Why all roads lead to Google My Business, and why law firms should be investing in it How SEO has changed over the last decade, and how it will likely change over the next five years Why online reviews are crucial for ranking on Google, and how to get more of them About Ronnie Deaver Ronnie Deaver is the founder of NoBull Marketing, a lead generation firm for lawyers. Specializing in Google Ads and Google My Business, NoBull is know for its “No B.S. Guarantee” and fluff-free services. Before founding NoBull, Ronnie was Director of Operations and Director of Web Development & SEO at SMB Team, a legal marketing and coaching firm.  Additional Resources NoBull Marketing Website Ronnie Deaver LinkedIn No Bull Marketing Facebook Transcript: SEO has changed dramatically over the last five years, but one thing remains the same: keep Google happy, and Google will reward your firm with higher rankings. Ronnie Deaver, CEO of NoBull Marketing, has figured out exactly how to do that for his legal clients. He joined the Law Firm Marketing Catalyst Podcast to talk about why Google My Business is so important for law firms; how to get more valuable online reviews; and why your website still matters—but not for the reasons you might think. Read the episode transcript here.    Sharon: Welcome to the Law Firm Marketing Catalyst Podcast. Today my guest is Ronnie Deaver, who is CEO of NoBull Marketing. NoBull Marketing is a lawyer-exclusive marketing firm. In this session, we're going to be touching on three areas: search engine optimization or SEO, Google My Business and Google Ads. They all play a role in generating leads for your firm. They can also make your head spin, as they have mine, but Ronnie's going to lay it out for us clearly. Ronnie, welcome to the program.   Ronnie: Thank you. I'm so excited to be here.   Sharon: So glad to have you. First of all, tell us about your career path, how you got here.   Ronnie: My career path probably started around 10 years ago, and it was a very unexpected way to get into marketing as a whole. I moved to Boston, and for anyone who wonders why, it's a very stereotypical story: I chased a woman. The woman did not work out, but the city did. While I was there, I was very broke. I went on Craigslist—this is one of my favorite stories—and found a guy who was like, “Hey, I need help with my website.” I met with him at a McDonald's, and the first thing he said to me was, “Hey man, I want a website, but what I really want is to show up number one on Google.” In my head, I was like, “I don't know how to make that happen, but if you pay me this much per month, I'll make it happen for you.” So, I got my first recurring client. Fortunately I succeeded, and the rest is history from there.   As it relates to lawyers, I got involved with lawyers three or so years ago. From then on, I've been sold that they're the people I want to work with. As far as I'm concerned, it's almost like a spiritual calling. I have so much respect for lawyers because they literally raise their hands and say, “Yes, I'm willing to get involved with people at the worst times of their lives.” They're crazy. That's insane to be like, “People going through the most emotional problems of their lives, when they're at their worst and their lowest, I'm going to help those people.” I'm like, “Wow! I want to help those people help other people.” I've been working with lawyers ever since.   Sharon: Why are they at the lowest? Because they're lawyers, because they went to law school?   Ronnie: No, they're helping people who are at their lowest.   Sharon: I see. I get it.   Ronnie: If you're getting a divorce, you're pretty emotionally stressed.  If you're going through a criminal case, you're usually not your happiest person at that time. What I respect about lawyers is they put a lot of training and time and willingness into helping people who are not coming to them when they're super chippy and cheery and excited. They're usually unhappy; they're usually trying to solve a big problem; they need help; they can be emotionally touchy. It's not easy to be a lawyer. You're dealing with people at the worst, but these lawyers are volunteering to do that. It's a cool career. While I couldn't be a lawyer—I wasn't destined for that—I want to help those lawyers build better lives and build better businesses for themselves so they can help more people.   Sharon: That must keep you very busy. You answered my question. I was going to ask if you had thought about law school yourself.   Ronnie: I did, but I'm one of those guys that's more of intense action than intense thought. I thought about it, and I was like, “Man, this is not my destination.” I'm a very clearcut, no B.S. guy, and the law is a little—there's a lot of negotiation. There's no clearcut “This is right. This is wrong.” It's not that simple, and I'm a simple guy in that sense. I'm like, “This is how we do it. This is what's going to work. I've tested it and I'll evolve that over time.” I'm not destined for that high level of nuance and thought that lawyers need. I thought about it, but it's not me as a person.   Sharon: That's interesting. I'll have to think about it. I like the idea about intense action. You're a person of intense action and not intense thought, and lawyers are so thoughtful and think everything through. What keeps you attracted, then? Why, after years now, have you continued to work with lawyers?   Ronnie: The biggest thing is because they're so intensely thoughtful, they're also willing to recognize that intense thought doesn't make a business. That's the cool thing about business; it inherently is this weird balance of both. You have to have to incredibly good thinking. You have to think and know what you're doing and why you're doing it, but you can't think your way to success. You also have to take a lot of action, action that you don't know if it's going to be profitable; action you don't know if it's going to work; action even when it's hard; action when you're having a bad day. It's a combination of both.    What I love about lawyers is that oftentimes they're very driven people if they went through law school. They're like, “Hey, I know I have this weakness. I know I can think well, but I don't know what I need to do to act.” They're very willing, if given appropriate guidance and coaching, to take real, major action and have success. When I work with a lawyer, I'm usually quite confident. In almost every circumstance, I can work with that lawyer and they're like, “Yes, I want to make this business work,” and I'm like, “Great. Do this, this and that. This is what we found works. If we follow these steps, we're going to make you money.” They're like, “Great, I will follow the steps,” and they do it and they execute.    If I work with a restaurant and I work with somebody who's not quite as driven as a lawyer, you can end up with a lot less successful story. The success stories I get with lawyers are incredible. I've got one woman right now, and when I met her, she was basically facing bankruptcy. Now she's growing so fast and hiring because she can barely keep up with the caseload. They're struggling to follow up with their leads. That delta, that change, is so common in the lawyer space because once given direction, they run with it because they're so driven. I love it, and I have so much energy for it.   Sharon: That's great. I'd like to know some of the lawyers you know. Don't you find resistance sometimes? Resistance like, “I know. You don't know. I'm a lawyer. I know how to do that.” Not to knock anybody, but it's like, “I know how to do whatever needs to be done, whether it's marketing or whatever.” Do you find that?   Ronnie: I think that's broadly true for most marketers in working with lawyers. I have a unique experience with lawyers as an individual because of the way I come off and the way I speak to people. The way I think and talk and approach people is very forward. It's no B.S. It's like, “Hey, this is what I think. This is why. This is going to be the outcome if you do this and the outcome if you don't.” I'm very honest and transparent.    Maybe you have seen my guarantee—I won't go into it right now—but if I don't think I can make you money, I'm not going to charge you, basically. If I don't think I can succeed for you, I'm going to tell you I can't, and I won't take you on as a client. I make it very clear to people that I'm not trying to sell you anything. Either you want the thing I do and I can make you money, or you don't want the thing I can do or I can't make you money, and we shouldn't work together. When I come to people with that approach and I'm that transparent, that no-B.S., and I have that wiliness to not take your money, and I'm not trying to scam you or sell to you regardless of your benefit, people will come to trust me a lot quicker. They're going to say, “This guy actually has integrity.”    Character and integrity building is something I care a lot about. Because I approach my business and every person I speak with like that, I usually get very little resistance, because at that point, they're like, “Hey, I actually trust this guy.” That resistance is usually coming from fundamentally they don't trust the person they're talking to. That's not usually an experience I have, because I will willingly stop working with somebody when I'm like, “I think you should focus on a different investment, because I don't think you're getting the ROI from me for whatever circumstances. I think you should go to do this.” I do that even to my own detriment, because my fundamental goal is that I want lawyers to build better businesses. Sometimes that includes me and sometimes that doesn't. I'm willing to say that regardless.   Sharon: I can see how that can engender trust and less resistance. You're in area we've worked in, but not so much as a hands-on area. It's something that really needs to be straightened out. SEO has come a long way since the first websites and I could tell people, “Do it yourself.” That can't be done anymore. What's the difference between SEO, search engine optimization, Google My Business and Google Ads? Can you explain that all?   Ronnie: I find the easiest way to explain it is to envision an actual search. Any lawyer listening, do a search for “divorce lawyer New York City.” I chose New York City because it's going to have tons of searches and a lot of competition. If you do that search, what you'll see immediately at the top is Google Ads. You're going to see the new local service ads. I should say newer; it's been out for years now. That's where you see maybe an image of a lawyer and their reviews. Under that, you'll see text ads. Those are ads that literally just have text on them. Both of these, though, are a form of Google Ads. Google Ads, they're great. A lot of people have had mixed experiences, but the great thing about Google Ads is you can pay to play, and it works if it's done right, if you're doing it with a professional who knows how to fight Google.    Here's the thing: Google Ads is designed to spend your money, not make you money. Think about who's running it. Google wants to make money. They don't really care that much about you. They just want to make money. But when you work with a professional whose goal is to make you money, like me, my goal is to say, “Hey, Google, I don't want you to take my money. I want to make sure we're making money.” Anyway, Google Ads can be really profitable if you spend this much to get that much. So, that's Google Ads, and basically it's pay to play. You pay to advertise. You get clicks. Those clicks turn into calls. Those calls turn into cases. You run the numbers. You try to make it profitable. That's Google Ads you see at the very top.    Interestingly enough, as you mentioned, a lot has changed over the last 10, 15 years in the SEO/Google world. What's right below Google Ads now—and this didn't used to be true—is Google My Business, otherwise known as the Map Pack or the Three Pack. There are a lot of different names for it. That's the next thing, where you see names and reviews and a literal map. Back about 10, 15 years ago, you saw organic results first. You would see ads, of course, but then you would see organic results, your typical text search results, and then you would see a map under that. This was a major shift that happened roughly five years ago, where Google My Business was completely allotted to being above organic results.    Nowadays, what I talk to lawyers most about is that Google My Business shows up above all of your organic results. This is where I think you should put your effort into on the organic side. Google My Business is its own standalone profile. It has a lot of ranking factors that are a little bit different than SEO. It's going to have ranking factors based on reviews, how active you are on the profile. Are you making posts? Are you uploading photos? Have you added your services? Have you added your products? Are you doing Q&As? Are you responding to your reviews? There's a lot of grunt work, which we'll talk about later, that goes into Google My Business as a platform for ranking on there.    Quick caveat there: one of the big differences from traditional SEO—when people say, “I want to be ranked one”—is on Google My Business, you can get to rank one, two or three, but you're never going to own that spot 100% of the time. It doesn't happen. Google My Business is always switching them out. There's no owning rank one 100% of the time in your market, especially in a bigger market. So, the name of the game with Google My Business, because it's so dynamic, is not just to rank one. It's the percentage of time that you own rank one, otherwise known as your market share or your share of local voice, which are just different ways of saying how often you show up in the top three. So, just remember that, people. The big thing that's changed from SEO to focusing on Google My Business is instead of owning that rank one spot and owning it permanently for years, you're talking about a percentage of time, literally, in a given day. If a thousand searches are made in one day, you're trying to have maybe 20% of that, not 100% like you would in the old days, which is traditional SEO.   Beneath is, of course—if you search “divorce lawyer New York City,” we saw the ads; we saw Google My Business. Right beneath that is your traditional SEO. I personally don't promote a lot of traditional SEO anymore. The big reason for that is that nowadays there are all these aggregators: Super Lawyers, Lawyers.com, Justia, FindLaw. These guys are spending millions and millions of dollars a year to own these. I've found that even if you could rank here—and you can with sufficient effort, but the value you get out of it, plus the chances of your ranking are so low that it's not worth the ROI. I did the tracking once. The average website tracker converts 3%. You're going to put all this effort in, and you get 300 extra people on your website. That's like 10 calls. 300 people, that could be a big number for a lot of business owners, especially for the level of SEO they can commit to, but it's only 10 calls. Making that profitable is very hard.   Regardless, that's your three fundamental separations between Google Ads that show up at the top, pay to play. Google My Business, which is where I now recommend people put the majority of effort because it's at the top. More importantly, you're not competing with Findlaw, Super Lawyers, Avvo, any of those guys on Google My Business. You're just competing with the local people in your market. It's a much less competitive market while still having all the volume of everyone in your area searching for it. Below that are organic SEO results. That covers the three.    Sharon: Let's say I'm a family lawyer and I've never done any of this. I come to you and say, “I have money to put behind it. Can you get me to the top or near the top?” Is that possible today? Do I have to redo my website with content?   Ronnie: Yes, it's absolutely possible. Here's the thing. SEO and Google My Business, they still have a relationship together. Do you have to do everything as crazy and intense as you used to have to do with SEO? People used to think with SEO, “We have to redo the website, and we've got to make millions of pages of content. We've got to do that,” and it's this whole giant affair. You don't have to do that anymore. However, your website still does affect your Google My Business because it scans your website and uses that for context of what services you offer. If you say you're an estate planning lawyer, for example, Google wants to see that you have pages for probate, pages for estate planning, pages for wills, pages for trusts, because it's going to scan your website and use that as context.    But here's the thing. This is the big changing in mindset. It's not about those pages' rankings. Those pages are never going to rank. I don't give a crud if anyone ever Googles and finds that page. That's not the goal when you're focusing on Google My Business, at least. The goal is that Google scans them to help it understand what your business does, and then it's more likely to rank your Google My Business profile higher on that Map Pack rather than your actual page.    Here's the other reason I love Google My Business. Google My Business only shows up on the searches where people have literally raised their hands and said, “I need a lawyer right now.” It doesn't show up when they're saying, “Should I get a lawyer?” or “Can I avoid getting a lawyer?” or any of these other research terms. It literally only shows up when people say, “Hey, I want to hire a lawyer right now.” So, the leads you get from it, the people who call you, they're usually very close to making a decision. You're putting effort into showing up in front of people right when they need a lawyer, which is why it can have a high conversion rate and why it can be so profitable.   But yes, you can absolutely start ranking. A lot of my clients rank within as little as 90 days. That's possible. The reason it's possible is because if you put the sufficient grunt work into the profile—grunt work being the posts, photos, Q&As, getting reviews—reviews alone are like 35% of the factor. Put that grunt work in, and even a small boost in your ranking on Google My Business can easily turn into an extra 10, 15, 20 calls a month. 10, 15, 20 calls, maybe that's three, four or five consultations. If you close one of those with an average case value of $3,000 to $5,000, you're already starting to get profitable from what you're spending on somebody like me. The ROI to time factor with Google My Business is so much better and so much faster than whatever SEO that was in the past, where it's 12 months or 24 months to float an expense, and maybe $30, 40 grand a year for years. Google My Business doesn't have that factor. You can go a lot faster.   Sharon: You still have to do a lot of SEO behind the scenes. It shows up in a different way. Tell us more about the grunt work. Do you do the reviews? Are you doing the photography? Are you prodding your clients, saying it's time to write an article or whatever?   Ronnie: Yes, so we do as much of the grunt work as we humanly can. This what I talk about the whole time. We're not selling back magic. We're not selling a magic pill that solves all your problems. What we sell is grunt work. We know if we put this work in, it pays. So, we handle all the on-page SEO. We'll go through and optimize your website fully. For anybody who wants to hear these terms, some of these will be a little technical. We're not going too far into them, but metatitles, metadescriptions, local schema, image alt text, image compression, website speedup stuff. All your basics of having a website that makes sense to Google so they know your name, your address, your phone number, what you do, we'll handle all that.    Then on the setup side of Google My Business, there's actually quite a lot. One of the things people don't realize is that five or eight years ago, Google My Business was a set-and-forget thing. You put your name, your info, your category and never thought about it again. Maybe you get a review every now and then. Nowadays, they've turned it into a quasi-social platform. I want to be clear here: it's a terrible social platform. Never think of it as a social platform. But even if you're not going to get views or likes or whatever on it, doing that activity still makes Google happy, which means you're more likely to rank higher. It's about making Google happy, not about getting profile views or image likes. In terms of setup, you can put all that basic information in: your name, address, phone number, description.   Nowadays, they've recently—and I say recently as in the last couple of years—they've added functionality where you can add literally every service you offer. Let me give you an example. When I work with a criminal lawyer, they're not just a criminal lawyer. They do drug crimes; they do manslaughter; they do criminal deportation. They do all these different subcategories. Even below that, a drug crime lawyer is not just a drug crime lawyer. It's also Xanax crime, meth crime, marijuana crime. You can break this down. For our average client, we're adding 50 to 100 individual services, breaking down literally every single thing they do. We're adding 100 words of extra context into the back of the profile, putting every single thing they do. Again, that gives Google more context of who you are and what you do, and it makes it easier for you to rank. The cool thing is when you do rank, if somebody did want a marijuana crime lawyer near me, Google literally would say, “Provides service: marijuana crime lawyer.” You're more likely to get the call because not only did you rank higher, but you showed that you're a specialist in that industry.    You can also do products. Products are basically a visual version of that. You get to do the same thing, but you put photos and you can link to a certain page on the website. It has a little more of a visual component to it, but again, it's another way of telling Google who you are and what you do. We do all of that on the setup side.   Then you have the ongoing side. On the ongoing side, again, we do all this grunt work. We write a blog post every single month. Lesson learned; I now only work with J.D. holders to write blog posts for lawyers. I will never have somebody who has not gone to law school write a post for a lawyer. No lawyer likes that. I've never had a problem with a lawyer now that I only have people who went to law school writing it. I had lots of issues before, but we've done that for years now, no problems. So, we have an actual law student, somebody who went to law school, got their J.D., write the blog posts so the lawyer doesn't have to.    Then we go further than that. We have posts on Google My Business. We'll upload photos. If we have to, we have stock photos; even stock photos are better than no photos. We do send a little automated text asking lawyers, “Hey, send me a photo if you have it. If you have a real one, I'll take it.” I make it as easy as if you just respond to a text, I'll handle uploading the photo. So, we ask for those photos or we post our own.    We're going to be uploading our own questions and answers. People don't realize this, but you can actually ask yourself a question on Google My Business and answer it. You don't have to wait for somebody to ask you a question. That's a whole new functionality. A couple of years ago, Q&As didn't even exist. Now Q&As will do this. Say I have a family lawyer. I'll say, “Hey, what's the process of divorce?” and I'll ask myself that question. Then, J.D. holders will write a 300-word response and post that there. We're adding 10 of those a month; we're adding 3,000+ characters of words to the profile proving to Google that we're an expert and know what we're doing. Again, more and more grunt work, everything you can do.    Finally, on the review side, I can't do it for you fully. People have tried completely outsourcing but your conversion rate will be terrible. If I do it for you completely, I'll get one out of every 10 people to leave a review for you, which is a waste. What I have done—and I've gotten this up to a 40% conversion rate, so four out of 10 will leave of review of you. I set up a very simple flat automation for our clients, where all they have to do is give me a name, a phone number and an email, and we'll automatically send three to six follow-ups by SMS asking them to leave a review. It'll follow up over 10 days. It's that follow-up that makes a big difference, because the first time you ask, they're never going to leave a review. You've got to ask at least two or three more times, and they'll do it on the follow-up. That gets about a 40% conversion rate. Most of our clients are getting two to five, sometimes 10 new reviews a month.   When you combine all that together, what we end up seeing is often between 20% and 30% lift month over month. By lift, I mean an increase. If they're getting 30 calls now, next month I'd see maybe 40 calls. The next month I'd like to see 50, 60 calls. The next month I'd like to see 60, 70 calls, so that at the end of it, I have a lot of clients. Within six months, they've doubled their call volume. When you're doubling your call volume, that pretty easily turns into quite a bit more revenue.   Sharon: Wow! But you're saying, though, you still have to do all the stuff we used to do. It's the stuff we're talking about, just on your website. You'd come in and say, “Let me change the tags. Let me change this.” You still have to do that, even though people aren't coming to the website directly; they're coming to the ads or Google My Business. When you add, let's say, 15 more services, is that behind the scenes? Like if they search “criminal lawyer in New York City” and then they click on that and see, “Oh, this guy does all this criminal stuff,” is it behind the scenes?   Ronnie: It's completely behind the scenes. The customer will almost never see it unless it showed up on a very specific search. Here's the thing: it's in the profile of Google My Business itself. It's not a thing anybody can click through to. It's not a thing somebody can explore or open up. Products are a little different. Products you can click through and explore, but services are explicitly a backend thing, so Google My Business knows exactly what your services are. They sometimes use it where the customer can see it says “provides” and whatever the service is. That will sometimes show up, but you can't control it. It'll sometimes show up on the search, but there's no clicking through and seeing all those services. So, mostly we do it for Google's sake.   I love that you mentioned all that old SEO stuff as still being present. The way I think about it, Google My Business was built on the foundation of SEO. It's not that they're completely disconnected, but nowadays, SEO is a supporting tool to Google My Business. I don't usually recommend SEO as a standalone campaign anymore just because of the numbers and profit. I tracked 200 campaigns and here's what I found. I tracked every call, every form fill, every everything. I found that 60% to 80% of all calls a lawyer got over 200 campaigns could be directly attributed to Google My Business. They called straight from Google My Business. They didn't go to the website at all. They just called from Google My Business without ever going to the website.   Sharon: Does Google My Business give you a separate phone number if you're paying Google for ads? Do they give you a separate phone number to track this?   Ronnie: They do have some call tracking functionality. It's not a separate number. What they do is behind the scenes. They have what is called call history in Google My Business. I don't usually recommend it, and the reason I don't recommend doing that is because, first of all, it's bad data. It'll lead you to believe you're getting worse data than you are because it can only track the people who click it to call. It can't track the people who type it in manually. Google My Business is still going to show your actual number, but when you click it, they run it through a different phone number on the back end. So, it's only tracking 60% to 70% of your calls. It's not tracking the many, many people who Google on their desktop and then call from their phone, for example.    What I do instead is set up call tracking, where we replace your office number or we import your office number and turn it into a tracked line, depending on if you have a vanity number or really old number you love. Either way, we either completely replace your office number with a new tracked line, or we'll import your current one and make it into a tracked line, and then we put that on Google My Business. Then we have perfect data because it doesn't matter how you placed the call. Whether it's clicked on or manually called, I have that data. I know how that person called and I know where they came from.    Sharon: Is everything you're describing the same on the phone, desktop, mobile device?   Ronnie: It's all the same. They would see one phone number all the way through. It doesn't matter where they come from.    Sharon: What happens if you have a vanity number? Let's say I'm a client and I say, “Oh, I have to call John. I know his number is 1-800-LAWYER.” How do you separate those?   Ronnie: Yes, if you really care about running a vanity number, I understand. Like I said, we have the option to import that. We can import that number and turn it into a call tracking, which I think is best practice regardless. If you're going to have a fancy number, at least know how many people are calling you. I think that's the useful thing to do. So, we import that number and turn that into a call track number. Then that number stays the same. Nothing changes. It's the same number. When you switch from T-Mobile to Verizon, you get to keep your number. It's the same thing. We get to keep that number; we just turned it into a tracked one. It's the same number, but you get all the benefits and now you can track all your calls.    Sharon: When you're working lawyers, what are the top three mistakes you see, or the top three tips you have? What would you say?   Ronnie: I think as it relates to broad marketing, the biggest thing is not realizing what personally works for you as an individual. What I mean by that is the biggest thing I see lawyers do as a mistake—this is all business owners—is that it's so tempting to follow the advice of everyone else who says, “This is the best way to succeed,” and they'll do it regardless of whether or not it's good for them as an individual. I'll give you an example of somebody it's not good for. Say you've got a very shy person, a very shy lawyer who doesn't enjoy meeting in person. It makes them very nervous. It makes them very sickly and unhealthy and anxious. They're having a bad day. Every time they go to a networking event, they're miserable. But every lawyer they've ever met has told them the only way they're going to succeed is if they get good at networking, so they grind their way through and force themselves to go to all these networking events. The reason I think that's a terrible idea is because business is marathon; it's not a sprint. This is general business advice separate from marketing. Business is a marathon, not a sprint. If you go do things that make you miserable all the way through, you're not going to be able to sustain. You're going to want to quit. You're going to want to give up. You're going to burn out. You're going to shut down. You're going to give up. It doesn't work. So, the biggest mistake I see lawyers make is trying to do things the way everyone else tells them to, regardless of how it feels to them.    Networking for me is super easy. I'm very outgoing, very loud. I speak. I can own a room very easily. Great. What didn't work for me was trying to force myself to run a lot of Facebook ads. I'm a very direct marketing guy. Cold email is how I do things. Meeting people in person is how I do things. Podcasting and talking, that's how I do things. But everyone I met was telling me, “Do Facebook ads. Do Facebook ads.” That just freaked me out. If I spent $3,000 in Facebook ads, I was terrified all month, like, “Oh my god, I'm wasting money.” Then I'd be miserable the whole day, all day, every day. I never would have gotten this far if I kept doing what everyone else told me to do.    The same thing is true for most lawyers. Find the marketing path. Find the way to run your business that works for you as an individual, even if everyone else tells you it's not the best way. Again, success is going to come from surviving over the long run, over the marathon, so you can find what works and find the thing that keeps building up rather than the short-term thing everyone says should work. That's the biggest mistake with lawyers. Just find the path that works for you. If you don't like making content, you don't want to be on TikTok, you don't want to network, you don't want to whatever, that's fine. There's a way to do it; I promise. You've just got to find the way that works for you. That's my number one tip there.   The second one, as it relates to Google My Business specifically, is that it's not a set-and-forget profile. I'm going to say it again. It is not a set-and-forget profile. Five years ago, you were right; it kind of was. You would set it. It wasn't even the thing that showed up first. It was secondary. Now, it's the thing that shows up first. I've tracked 200 campaigns. The majority of your leads comes from Google My Business. Think about this: all roads lead to Google My Business. Here's why. You run that billboard campaign. They'll remember your billboard. They might remember your name, and what do they do? They Google your name. What's the first thing that shows up? If you do a Google search for the business and you have a Google My Business listing, the first thing they see on the entire right side of the screen is a massive thing with everything about you, your reviews, you information. That is Google My Business. It's literally massive. It takes up the entire right side of a Google search. It's huge.    So, if you run that billboard campaign, you run that Facebook ad, you do that radio campaign, even if you get a referral, the first thing people do nowadays is they Google you and read your reviews and look at your profile. I've seen lawyers lose referral leads because they were Googling them, and they were like, “Hey, you've only got one review. I don't trust you. Your Google My Business profile looks terrible.” All roads lead to Google My Business, so what I tell people is don't set it and forget it. Put more effort into it than anybody else, whether you pay somebody or do it yourself. This is not stuff you can't do yourself; it's just a lot of grunt work. Get in there. Make the posts, add the photos, get reviews. Do the work. All roads lead to Google My Business. Don't set and forget it. Make use of it. Find everything you can do. You'll get paid for it in the end. It's grunt work that pays. That's what I tell people: it's grunt work that pays.   Which brings me to my next thing, which is that when it comes to reviews, there's a big myth. I get so many complaints about reviews. “I can't get reviews. I'm a criminal lawyer. Somebody who just had a child sex case doesn't want to leave a review. Somebody who just went through a divorce doesn't want to talk about the divorce.” First of all, you don't actually know that. There are a lot of assumptions. I know if you were going through a divorce, you wouldn't want to leave a review, but you don't know that about other people. I have met a lot of criminals who are pretty thrilled to brag about the fact that they were a criminal who got off the hook. They're very thrilled to leave that review. They're proud of it. You've got no idea what people are willing to do. Don't assume you do. More important, the reality is that reviews are so profitable. Even the referral person is going to look at your reviews. So, you've got to get those reviews, and the number myth I see is that most lawyers think they can only get reviews from paying clients, people who have succeeded and paid you. That is not true. The only requirement for a review is that you gave somebody legitimate legal value.    Let's think about that. What does that mean? I'll give you an example that blows it out of the water every time. Estate planning lawyers, every quarter they're going to host a local seminar at the nursing home, for example, and 60 people are there. Maybe they get three, four, five clients out of that session. They're thrilled. They've just made so much money. However, here's what they do next. After that seminar—they've just spent two hours with these people—the ask all 60 attendees to leave a review right then and there. They get 15 to 20 extra reviews in one day for a seminar they were already going to do and they already got five clients out of. At free consultations, you just spent 30 minutes giving legitimate legal value to somebody, even if they don't become a client. I've got clients right now who get three, four, five reviews a month just from people they did a free consultation with. They didn't even become clients, but at least they got a review out of it for that free consultation. So, there are lots of creative ways that you can get reviews. You've just got to think, “Did I provide legal value of some sort?” Friends and family count here. If you gave legitimate legal value, if somebody asked for advice or a thought or suggestion or direction and you gave legal value of some form, that's cool; ask for that review. You're safe to do it. It's worth the payout.   My final thought for people, and I'll close off here, is that I know you've probably had a bad experience with Google ads when you tried running them yourself. Don't throw the baby out with the bath water. There are a lot of lawyers who are like, “I'll never do Google ads. It's never profitable. I tried it once and I lost a lot of money,” especially after Google launched Google Express Ads. I don't know if you remember those, but Google tried it for a while. Basically, Google wants to get rid of us agencies because we are really good at not getting people to spend as much money. We're really good at getting our clients to reduce the budget with Google ads. Google wants a direct path to the client where they can work with the lawyer and the lawyer pays Google. They don't want a middleman. However, the benefit of the middleman is that when you work with an appropriate middleman, you can get it to where we're constantly telling Google, “I don't want to pay for this. I don't want to pay for that. I don't want to pay for this.” What we're doing every day and every week is finding out what's worth paying for and what actually turns into money.    I'll give you an example. If I work with a criminal lawyer, what I've found out—and we've helped clients make more money this way—is that if we just pay for DUI searches, we'll get some cases that way, but a lot of people who are in a DUI, some of them don't have the money or they aren't very socially responsible people. They're not likely to have the money or to pay out. What I found was if we go after nursing DUI or contractor DUI, suddenly the game changed. Now we were going after people who lose the entire livelihoods and licenses. A nurse loses her license for a DUI. Suddenly, those people have more money because they're nurses, and they're way more incentivized to make it work because they don't want to lose their license. I have that context where I can pay money on Google Ads to find the leads that are most likely to make you money and actually convert. When you work with a professional on Google Ads, you can make your campaign a lot more profitable than anything you've ever done on your own. So, don't throw out Google Ads. You're literally getting to pay to put yourself in front of people who say, “I need a lawyer right now.” If you work with a professional, you can make a lot of money with it. Don't throw it out. Consider it.   Sharon: You work with Google a lot. It sounds like Google would love to go to a lawyer and say, “Just buy my ads.” It doesn't matter whether it's a nurse. This is just off the cuff. What's next for Google and you? Do you feel changes coming? It seems like every time one learns what's going on, it's changed. What do you feel is changing or coming?   Ronnie: Yes, one thing I love about Google is that while it seems like it's changing a lot—which it is. It's changed more in the last five years than it's changed in the last 15. At the same time, it's kind of the index fund of marketing. What I mean by that is if you think of it as a broad hull and you don't get distracted by Google itself in terms of user behavior, it's the most ingrained thing now. It's a social/cultural thing. When you don't know something, what do you do? You Google it. You look for it. You make a search for it. It's the most basic thing. We haven't quite gotten to that with social media like Facebook. You're not so ingrained with the idea of Facebook that you go on Facebook to look for an ad to find an answer to your problem. It's not the same; it's completely different. Google has the benefit of being this culturally ingrained thing. Even though its platform is changing a lot from a user behavior standpoint, nothing's really changing, unlike Facebook where a single iOS update completely shattered Facebook ads, and now you suddenly can't make money on it. That's wild. That's very unlikely to happen on Google because it's so ingrained in culture and how people work. It has the benefit of being high intent. People only go there when they intend to find an answer or when they intend to hire somebody, unlike Facebook. They don't intend to find an ad on Facebook; they just happen to.    I bring that up because when it comes to Google and why I love it and expound on it so much, it's the index fund of marketing. It's hyper-ingrained in culture. It's not going to change very much at all in terms of the cultural side. It might evolve, but it's going to be Google. It's going to be the idea of searching for a solution. That may evolve in its format. It might be like a VR headset, where an ad shows while you're searching for something on a VR headset. But fundamentally people are going to search for answers, and you can pay or put grunt effort in to show up in front of people when they search for the answer, whatever format they take. So, in some ways it's changing; in a lot of ways it's almost not at all. For me, I'll probably be on the Google search world, because why would I not put all my effort into putting myself in front of people when they're already looking for me? That's where I want to be. It's easier that way. Fundamentally that's not changing.    Now, when it comes to actual platforms—which, to me, are on a micro scale compared to the macro we just talked about—there is some micro-stuff changing. The thing that's going to keep changing is Google's going to keep trying to find ways to get rid of agencies. I'm going to have to keep fighting. We're going to fight that as long as we can. There's going to come a day where eventually Google succeeds with that, but the agencies will probably still have a role because business owners have better things to do than manage their budgets or campaigns. There may be a human component forever, but there will probably be a point where Google succeeds enough where their ads actually perform at reaching their goals for the client. That is probably still many, many years off, because right now the reason Google Ads can't do that is because they don't know your business.    For example, right now with local service ads, which is probably the most they've ever succeeded at making it where they can go directly to the lawyer, they will run a campaign for an immigration lawyer, but they don't know that business. So, if that immigration lawyer says, “Hey, I don't do deportations and I don't do asylums,” Google has no filtering for that. You can't turn that off, so you get all immigration leads. Right now at least, there's no customization to that individual business. That's the kind of filtering I can do as the human saying, “Hey, I only want these types of cases. I don't want any of these cases.” I can put that kind of thinking into it. Google may one day fix it up, but they haven't done it yet.   What they're trying now is an improved version of all this called Performance Max. It recently came out. Basically, it's the same idea as Google Express Ads, but with the lessons from local service ads. It's like version 3, but now it goes on all of their Ads platforms. They're trying merge into one giant ad platform where you pay one budget to advertise on Google ads, display ads, YouTube ads, Gmail ads, on all their platforms all at once. Of course, in theory that sounds great, but if you just give it to the bots, it's going to spend money. It has no context of who you want to target, what types of cases turn into money. Performance Max might have a role to play. I don't expect it's going to take over the agency role anytime soon. I probably need to keep fighting them for a long time to make sure we're only spending money when it makes money. But what we're going to keep is a trend where Google tries to find some new way where we don't need an agency. They're going to underestimate and still not understand what the individual business actually needs, so we're going to keep going back and forth until one day they figure it out. I don't know how long that's going to be, but it's probably at least five, 10 years.    Sharon: You've given us a lot to think about. It's not your father's Google, I should say.   Ronnie: Yeah, it's changed a lot.   Sharon: I want to thank you so much. It's been very, very interesting. We greatly appreciate you being here.   Ronnie: Absolutely. I had a great time. Thanks for having me.