Strategic Planning And Implementation For Law Firms With Melissa Shanahan

Starting a business on your own without using systems to grow and automate processes is not sustainable. Allison Williams, who is now a Business Coach at Law Firm Mentor, once tried to be her own staff. She was her own secretary and lawyer for six weeks until one day; she woke up a quarter inch away from a guard wall while driving 90 miles an hour on the highway! Then Allison began consulting with business coaches, where she learned to systematize organizing, structuring, building out, and getting tasks off her plate, and that's when her business really took off. In this episode, Allison speaks with Larry Weinstein about the basics of using systems and how she used these systems to turn her startup, Williams Law Group into a million-dollar business in three and a half years! After that success Allison created a second business, Law Firm Mentor, where she helps solo and small law firm attorneys grow their revenues. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

With so many lawyers out there these days, it is pretty hard to build your authority and gain the trust of potential clients. However, Justin Stivers found a way to make his practice different and more respected than others: by providing marketing resources containing valuable information. Justin sits down with Larry Weinstein, CPA to share how he further built his name in the legal scene not only by focusing on probate and estate planning, but also by offering PDFs and books about his specialization that he wrote himself. He also talks about the informational videos he regularly publishes on his website, which underlines one key aspect in marketing: being visible, relevant, and consistent will most likely take the prize.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

What makes up an excellent and working team? More than effective money-making strategies and a proper target audience, everyone can benefit by being clear with their core values and actually realizing them. Joining Larry Weinstein, CPA is personal injury lawyer Christopher Nicolaysen of Springs Law Group to share how they came up with strong team-building processes by concentrating on their organization's core values. They talk about allowing your business's intangible aspects to reflect in your marketing campaigns, combined with favorable customer reviews, a constant learner's mindset, and proper guidance from a reliable coach. Christopher also shares about his production, Just BeCOS, which puts local businesses into the spotlight and helping make their inspirational stories known to the world.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

For justice to be truly accessible, we need more lawyers to offer low-cost options to their clients. Colorado criminal defense lawyer, Justie Nicol excels in devising some of these for her clients. Specifically, she has created a flat fee billing system that offers free consultation and a number of options based on what a particular client needs. Not only that, but she also offers some cool DIY options for clients who aren’t necessarily looking for retention. All these measures are rooted in her deep-seated passion for increasing access to justice, especially for the less fortunate. Learn more about her firm’s unique system in this conversation with Larry Weinstein.Love the show? Subscribe, rate, review, and share!Here’s How » Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

Practically every lawyer knows the value of referrals, but not every one of them understands how to create a referral strategy that works. A big part of that comes from their misunderstanding in what a referral really means. Stacey Brown Randall, the award-winning author of Generating Business Referrals without Asking, joins Larry Weinstein in this conversation to discuss what referrals ought to be and how you can get them without having to ask. This episode is going to fundamentally change the way you think about referrals and teach you how to crack the code for the greatest revenue source you will ever have in your practice. If you don’t mind going back to the basics to create a roadmap to business growth, then you’re going to be pleased to hear that Stacey’s got a useful gift for you at the end of the episode!Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

Your business will only be as great as the people in it. However, it can be tough to determine who these people are at the onset because the reality is it’s hard to find good people, most especially during the hiring process. So how do you weed out the bad from those who will help your business thrive? In this episode, Larry Weinstein interviews Molly McGrath, a decade-long national blogger, the host of the Hiring and Empowering Podcast and an Amazon #1 Best Selling Author of Intrapreneurs in An Entrepreneurs World, The 66 Day Law Firm Turnaround and Don’t Be a YES Chick. Here, Molly shares with us some of her tips and tricks to hiring the best employees and, consequently, properly onboarding them to ensure their success. She also discusses some of the mistakes lawyers make during the hiring process and what they can do to ensure they are getting the right person.Love the show? Subscribe, rate, review, and share!HERE’S HOW »Join the Successful Lawyers Podcast Community today:THECPAFORLAWYERS.COM

Establishing a business starts with your specific goals. But these will remain mere business punchlines unless you work on them, which calls for proper strategic planning. Larry Weinstein, CPA interviews Melissa Shanahan of Velocity Work to share how she helps law firms and attorneys realize that their goals will remain unimplemented without well-targeted planning, focusing on the right way to delegate and pay attention to successes on granular levels. Melissa discusses the importance of honoring your plan and going through it whatever it may take, allowing you to get out of your comfort zone and avoid getting sidetracked from all kinds of personal urges.  Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

Growing wealth for yourself is one thing, but growing it to pass on to your family is a different game in itself. Finding the problem among lawyers struggling to do the latter, Larry Weinstein interviews Moshe Amsel, host of the Profit with Law and the Law Firm Growth Summit. Moshe shares how he started helping law firms in creating generational wealth and how he learned about Profit First. He explains what is Profit First, how the system works, and its benefits in the law firm. Moshe then gives real examples of the problems and solutions for law firms in terms of handling revenue, paying employees, taxes, and operational expenses. Don’t miss this episode that can surely provide you more understanding and show you the added value of utilizing Profit First. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

Still in the middle of a global pandemic, most of us have already applied and received the PPP loan. On December 21st, 2020, Congress passed a long-anticipated additional round of COVID relief legislation as part of the Bipartisan-Bicameral Omnibus COVID Relief Deal, providing a much-needed stimulus to individuals and businesses due to the economic distress caused by the Coronavirus pandemic. On today’s show, Larry Weinstein, CPA talks about PPP loans, how to apply for the new round of funding, and how to go through the forgiveness process for loans previously received. If you haven’t taken advantage of this additional round, you don’t want to miss this episode.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com

The economy is steadily moving towards the subscription model. While unheard of in the law profession, Jess Birken, a solopreneur lawyer at Birken Law Office, is thinking ahead, adopting it into her own practice. In this episode, she joins Larry Weinstein, CPA, to tell us more about it, what she is seeing in the shift towards this model, and why subscriptions could be a great way to help build lasting relationships in the field. He also talks about rolling out the system, the billing process, and more, and how you, too, can do this in your practice. Learn more about this new tool that can help you not only keep your clients but also build recurring revenue for the company in this conversation.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com