Podcast Episodes

Targeting Big Fish: How to Find Your Law Firm’s Niche Market

Targeting Big Fish: How to Find Your Law Firm’s Niche Market

In a saturated marketplace, a seasoned lawyer must strategically target a specific niche market and craft a tailored marketing plan to stand out, find their big fish, and convert leads into clients. This episode focuses on targeting a niche market through narrowing...

Revenue Goal Setting: SMART Strategies to Maximize Profits

Revenue Goal Setting: SMART Strategies to Maximize Profits

Learn how to set target revenue goals that are both achievable and realistic for your business. Today I discuss revenue goal setting and explain how to set SMART goals for increasing revenue. This includes being specific, measurable, attainable, relevant, and time...

Cash Flow Management: 4+ Bank Accounts to Maximize Profits

Cash Flow Management: 4+ Bank Accounts to Maximize Profits

Discover how to maximize your cash flow and never worry about money management again! Learn about Cash Flow Management with this podcast episode which discusses a new cash flow method that could help improve your firm's profitability. This method involves having four...

Uncovering the Mystery of IOLTA Accounts

Uncovering the Mystery of IOLTA Accounts

IOLTA Accounts are trust accounts that collect interest and are used to provide free or low-cost civil legal services. Operating accounts and trust accounts are the main difference between a law practice and other businesses. Retainers must go into the trust account,...

Budgeting for Law Firm Growth: Maximizing Profit & Efficiency

Budgeting for Law Firm Growth: Maximizing Profit & Efficiency

Today you will learn the secrets of successful budgeting and cost management to save money like a pro! I am back to give you some tips on managing costs and budgeting. When setting income goals, it is important to consider the time, system, and tools necessary to...

Grow Your Law Firm with Strategic Financial Projections

Grow Your Law Firm with Strategic Financial Projections

Uncover the secrets of successful financial projections and take your business to the next level! Today, you will learn how to create successful financial projections and grow your business, and the importance of planning for a successful law firm. It's important to...

KPIs for Law Firms: Measuring Performance & Profitability

KPIs for Law Firms: Measuring Performance & Profitability

Learn that Key Performance Indicators (KPIs) are important for measuring progress, setting goals, and ensuring efficiency in law firms. Common KPIs for law firms include billable hours, new client acquisitions, and case is one. Additionally, KPIs can also help measure...

Software Switch: Comparing Time & Money to Maximize Your Benefit

Software Switch: Comparing Time & Money to Maximize Your Benefit

This episode is about comparing time & money to help you decide if you should switch software. I will talk about how to determine if it is time to switch software by comparing the savings from labor expenses to the cost of the software. Additionally, you will...

Legal Automation: Free Up Time & Scale Your Firm

Legal Automation: Free Up Time & Scale Your Firm

A determined rainmaker must overcome the challenges of legal automation to reduce labor costs, improve client experience, and scale their firm to multimillion-dollar success. This episode is about the Benefits of automation. I explain how automation can free up time,...

SOPs for Scaling Your Law Firm: 7 Strategies for Success

SOPs for Scaling Your Law Firm: 7 Strategies for Success

In a race against time, a “Chief Everything Officer” must delegate, create Standard Operating Procedures, and manage human capital in order to scale their law firm and protect against costly mistakes. This episode is about the power of Standard Operating Procedures...

The Pros and Cons of Different Business Entity Types

The Pros and Cons of Different Business Entity Types

As an attorney, it is very important to plan what entity you are going to be from a tax perspective, and today we're going to talk about the pros and cons of each entity type. Are you considering forming a business entity and unsure of what type to choose? With so...

Tax Deductions for Law Firm Owners: What You Need to Know

Tax Deductions for Law Firm Owners: What You Need to Know

In this episode of the podcast, we discuss various tax deductions that law firm owners should be aware of, including strategies like hiring family members and deferring income, to help lower your tax liability. I'm always meeting with law firm owners who are missing...

Tax Mistakes People Make (And How to Avoid Them)

Tax Mistakes People Make (And How to Avoid Them)

The tax planning process is essential for ensuring that business owners are in the right tax entity. However, many people avoid working with a CPA who specializes in tax planning, which can lead to them not getting the correct advice. This can result in them...

Tax Planning vs Tax Preparation: What’s the Difference?

Tax Planning vs Tax Preparation: What’s the Difference?

Do you know the difference between tax planning and tax preparation? If you're like most people, you probably think they're the same thing. But in reality, they're very different. And when you combine the two, that's how you can maximize your personal and business...

8 Steps to Properly Plan Your Exit

8 Steps to Properly Plan Your Exit

"The more that you actually say it, the more you are telling the universe and the powers that be around you that this is what you want. And that is what you will attract."   Today we’re talking about how to properly plan your exit from your current job or firm....