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FEATURE
Mastering the Art of Effective Leadership and Delegation in Law Firms with Walt Hampton (Ep. 42)

Mastering the Art of Effective Leadership and Delegation in Law Firms with Walt Hampton (Ep. 42)

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As a law firm owner, the struggle to balance the demands of your practice with the aspirations for growth and financial freedom can seem unending. In this pivotal Episode 42 of The Lawyer Millionaire Podcast, host Darren Wurz engages with Walt Hampton, founder and CEO of Summit Success International.

Walt talks about the critical transitions law firm owners must navigate to shift from active practitioners to strategic business owners. With Darren, they dissect the intricacies of leveraging a lawyer’s inherent skills into tangible wealth creation and the importance of strategic delegation and goal setting.

Walt discusses:

  • A huge mindset shift lawyers need to embrace to achieve their business goals.
  • The importance of effective delegation by using a pancake metaphor.
  • The necessity of self-care, structured daily habits, and the power of saying no, to safeguard well-being and spur productivity.
  • Why you should have an evening routine together with your morning routine to end your day.
  • How he was able to balance his career aspirations as a single parent.
  • The significance of solid referral marketing and lead generation strategies.


Resources:

Connect with Darren Wurz:

Connect with Walt Hampton:

About our guest:

Walt Hampton, J.D. is the Founder and Chief Executive Officer of Summit Success International, a global personal and professional development firm; and the Acquisitions Director at Summit Press Publishers, a premier publisher of expert positioning books.Walt is a business coach, management consultant, leadership trainer and motivational speaker.

He is the bestselling author of Journeys on the Edge: Living a Life That Matters, named a Top 10 Non-Fiction Book and a two-time recipient of the North American Book Awards; as well as the author of The Power Principles of Time Mastery: Do Less, Make More, Have Fun.

A 1984 graduate of The Cornell Law School, Walt was managing partner of a law firm for nearly 30 years with a practice focused on commercial litigation and criminal defense.

He was trained as a Results Coach by Robbins Research International and worked directly for Tony Robbins as one of Tony’s elite-level certified business coaches.

Walt’s passions are high-altitude mountaineering, ultra-distance running, blue-water sailing & adventure photography.

He and his wife, the publisher Ann Sheybani, reside in Intervale, New Hampshire.

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Using Automation to Scale your Law Firm with James Grant (Ep. 41)

Using Automation to Scale your Law Firm with James Grant (Ep. 41)

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In the competitive arena of law firm ownership, every decision can make the difference between lasting success and missed opportunity.

In the 41st episode of The Lawyer Millionaire Podcast, host Darren Wurz takes an incisive look into the journey of James Grant, a civil engineer turned law firm co-founder who mastered the art of converting professional hurdles into strategic growth for Georgia Trial Attorneys.

Join us as we delve into the vital role of refining processes within your niche, leveraging technology and automation to streamline operations, and the continuous journey of embracing change that every entrepreneur faces.

James Grant’s story is a testament to strategic acumen and the power of resilience in the face of the trials he endured on his path to achieving triumph in both the courtroom and the financial market.

James discusses:

  • The immense value in hiring experts and not cutting corners when it comes to business and financial operations.
  • Why he is a massive fan of AI and the disruptive effect it is poised to have in the legal industry.
  • The importance of implementing strategic systems and procedures that will streamline operations and enhance efficiency.
  • How niching down in a specific area can differentiate your firm and lead to greater profitability.
  • How law firm owners can save time by automating payment processes.
  • Tax strategies that law firm owners can explore to benefit their business and their employees.
  • Why entrepreneurs need to embrace change and creative disruption.

 


Resources:

Connect with Darren Wurz:

Connect with James Grant:

About our guest:

James Grant isn’t just an attorney; he’s a game-changer. As the co-founding partner of Georgia Trial Attorneys, he’s revolutionized the field of personal injury law in Georgia. He has created a powerhouse law firm that serves as the outsourced litigation arm for other personal injury firms. Gone are the days of personal injury lawyers juggling pre-litigation and courtroom battles. James’ mantra says it all: “We litigate, so you don’t have to!”

Together with his co-founder, Mark Kirchen, James has designed a form that embodies the future of law: where partners thrive, justice is swift, and technology leads. His leadership has shaped Georgia Trial Attorneys into a beacon of:

  • Absolute Accountability: We own it, fix it, and finish it
  • Forward Momentum: We accelerate cases, not just activity
  • Relentless Refinement: We are always looking to elevate
  • Every Conversation Is A Chance To Excel

Not just a powerhouse litigator, James is a tactical businessman. His dual expertise proves that you can win in the courtroom while maintaining a well-balanced life. A seasoned veteran in the courtroom, his prior roles include stints as an Assistant Solicitor-General and Senior Associate Attorney, where he honed his skills in both criminal and civil litigation. His diverse experiences make him the ultimate weapon against insurance companies and their greed, leveling the playing field for every client he represents.

But James isn’t all business. Outside the courtroom, he’s an amateur strongman competitor and an avid golfer. He values the harmony of a fulfilling personal life,. He lives in Roswell, Georgia with his wife Meredith and their children, James and Leah.

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Unlocking the Power of Delegation for Law Firm Success with Dan Warburton (Ep. 40)

Unlocking the Power of Delegation for Law Firm Success with Dan Warburton (Ep. 40)

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Are you a law firm owner buried in administrative tasks, leaving little time for your true passion for practicing law? It’s time to change the narrative and steer your firm toward greater profits and personal freedom.

In today’s episode of The Lawyer Millionaire Podcast, Guest expert Dan Warburton, a seasoned leadership coach, joins host Darren Wurz to explore the critical importance of delegation as a strategic tool for the modern legal practitioner.

Dan’s transformative strategies, explores how proper delegation transcends merely offloading tasks but can serve as a pathway to elevating your firm’s profits and team morale.

Dan discusses:

  • Why no leader is ever a true leader without a loyal team.
  • Empowering staff to take responsibility.
  • The fastest way to break down team members loyalty.
  • The critical role of mentorship in reducing staff turnover and increasing profitability.
  • How to make clear requests without manipulating people or using scare tactics.


Resources:

Connect with Darren Wurz:

Connect with Dan Warburton:

About our guest:

Dan Warburton helps Law Firm Partners & CEOs increase their profit and reduce their workload

Dan Warburton a well travelled British entrepreneur is someone who has always had a great ambition to create, live and share an extraordinary lifestyle yet he spent a major part of his life dealing with sadness, anxiety and frustration.

The cause of his deep dissatisfaction was a feeling of not fitting in at school and college, failing to succeed in numerous business ventures and not being able to make his father proud. From his mid-twenties and throughout his thirties Dan became ever more determined to discover why he found himself to continually fail in creating even one satisfying business and so turned to self-reflection and development for the answer.

Initially, Warburton read hundreds of books about leadership and success all in an attempt to find that missing key to breaking through and begin succeeding as a business owner. He implemented what he learned from books such as The Monk Who Sold His Ferrari by Robin Sharma. Think and Grow Rich by Napoleon Hill, Losing My Virginity by Sir Richard Branson, The Way Of The Peaceful Warrior By Dan Milman and A New Earth By Eckhart Tolle, The 4 Hour Work Week By Timothy Ferris and The Richest Man in Babylon By George Clason.

Along with reading such literature Dan also spent time learning to meditate with Buddhist monks, he practised Thai Chi for years and was awarded a Thai Chi Master certificate, he also practised Yoga under great teachers in India and in the Himalayas. All of this was again to enhance his abilities in creating and living the greatest lifestyle an entrepreneur possibly can.

While reading and carrying out such practices Dan also completed nearly two-hundred courses in self-development that covered ontology (the study of being), leadership skills and self-transformation which is now his primary expertise.

Warburton gained great insights as to how he’d been subconsciously dominated by ways of thinking that no longer served him. These where totally life-transforming insights for Dan. After further years of studying self-transformation, Dan is now able clearly to guide others to implement the self-transformational methods that he’s discovered to have greatly elevated his lifestyle as an entrepreneur.

Dan now has numerous testimonials online from entrepreneurs stating that the quality of their life has dramatically elevated from receiving Dan’s coaching and thus he is now seen as the pioneer of transformational coaching and is often invited to speak at large events around the world about what transformation makes possible for those who truly want to succeed.

What makes Dan happier than anything is coaching entrepreneurs, seeing them impact humanity in a great way and in the process create and live their dream lifestyle.

From his own lives journey and from now having coached over one thousand entrepreneurs, in his books, the author Dan Warburton reveals his greatest insights about what it takes to succeed in an extraordinary way as an entrepreneur both in business and in dream lifestyle creation.

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Building A Successful Law Firm with Jordan Ostroff (Ep. 30)

Building A Successful Law Firm with Jordan Ostroff (Ep. 30)

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Are you a law firm owner seeking the keys to success and financial prosperity? In this episode we dive into the incredible journey of Jordan Ostroff, founder of Jordan Law, who not only reshaped the legal landscape but also unlocked the secrets to building a digital first firm that has rapidly grown to become a prominent force in Central Florida.

 

In this episode, Jordan Ostroff, our guest, explores the business principles lawyers need to adopt to enjoy remarkable financial success. Jordan highlights the importance of mentorship, how his firm thrived during the pandemic and why he passionately believes in sharing his knowledge online.
From learning how to build valuable relationships with clients to effective referral systems, this episode is packed with insightful nuggets for lawyers aiming to build a thriving law firm

Jordan shares:

  1. Why it is very important to know your ideal client
  2. How law firms can price their offerings and increase their profitability
  3. How to maintain a healthy work-life balance
  4. How attorneys can build a team that works for them and eventually transition into a leadership role
  5. What it means to be a digital first law firm and how it has improved his clients experience
  6. What his dream retirement looks like

 

Resources:

Connect with Darren Wurz:

Connect with Jordan Ostroff:

 

About our guest:

Jordan Ostroff is a visionary entrepreneur, Managing Partner of Driven Law Fl, Host of multiple Facebook live shows, and a board member of Big Brothers Big Sisters of Central Florida.

From a young age, he knew that he wanted to be a lawyer, even when he had no idea what that meant. During college, he began competing in trial competitions across the country, where he was an award-winning advocate for fictitious cases.

After law school, he started his legal career as a Prosecutor for the State Attorney’s Office. There he cut his teeth in the trenches and learned how to truly be a “real” lawyer.

Today, he manages Driven Law FL, a firm focused on personal injury and helping injured victims get the recovery they deserve. His firm utilizes the latest technology and automation to provide top-level legal work, with a low volume of cases but a high touch level of care and compassion. The son of a postal employee and a substitute teacher, he is the first lawyer in his family, and with no business experience, his first few years of running a firm were incredibly difficult.

He was consistently taken advantage of by marketing companies because he didn’t get it and didn’t know what to ask for or what to look for. Having been faced with the prospect of learning how to run a successful business or close his firm and file for bankruptcy, he chose the latter. Now Jordan works 2-3 days a week, usually 20-25 hours each week.

Board member of his local Big Brothers Big Sisters chapter, a non-profit that pairs hundreds of underserved children with professionals who mentor them for most of their lives and help them achieve success.

Jordan’s life motto is that High Seas Raise All Boats – we are stronger together and we can make the world a better place.

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Unraveling Insurance: Protecting Your Law Firm’s Success with Brad Barkin (Ep. 29)

Unraveling Insurance: Protecting Your Law Firm’s Success with Brad Barkin (Ep. 29)

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Have you ever wondered how to protect your law firm from financial risks, or perhaps, how to select the insurance coverage that’s just right for your needs? In this episode, we’ll uncover the veil from the world of insurance and risk management for law firms, so you can set the stage for a future of financial confidence and security.

 

In this exciting episode of The Lawyer Millionaire Podcast, host, Darren Wurz is joined by Brad Barkin, the VP of Law & Accounting Practice at Embroker which is an insurance company committed to transforming insurance purchasing with transparency, efficiency, and intelligence.

Brad Barkin, our guest and seasoned professional on the frontline of insurance coverage for law firms explores the common reasons lawyers get sued, the annual cost of a business owners policy, disability insurance and the rise of key person insurance adoption by technology companies.
Brad also highlights how Embroker is adopting a lean organizational structure and reducing their overhead cost through technology.

Brad discusses:

  • The major risk management concerns law firms are facing today
  • The types of insurance coverage that are critical for law firms
  • Why small law firms are vulnerable to Cyber liability risks
  • How malpractice insurance works
  • The importance of a business owner policy
  • Why law firms in California need to be vigilant about employment related issues
  • Future trends in the insurance industry law firms need to be aware of

Resources:

Connect with Darren Wurz:

Connect with Brad Barkin:

 

About our guest:

Brad Barkin is the current VP of the Law & Accounting Practice at Embroker. Brad has over 15 years of experience in the insurance industry, specializing in professional liability and other professional insurance lines.

Previously, Brad was with Integro Insurance Brokers, where they served as Sr. Vice President from July 2015 to October 2016. In this role, Brad worked closely with mid and large sized law and CPA firms across the country on their insurance needs.

Prior to Integro, Brad was with Lemme, a Division of Integro USA, Inc., where they served as Vice President from October 2005 to October 2016.

Before their career in insurance, Brad worked as a Sr. Business Analyst at ConAgra Foods from August 2004 to October 2005 and as a Sr. Consultant at Manugistics from May 2001 to August 2004.

Brad Barkin has a Bachelor’s degree in Business from Indiana University Bloomington and a Bachelor’s degree in Business from the Kelley School of Business at Indiana University. Brad is also certified as a Registered Professional Liability Underwriter (RPLU) from the Professional Liability Underwriting Society (PLUS).

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Unleashing The Power of Non-financial Wealth in Estate Planning with Stan Miller (Ep. 28)

Unleashing The Power of Non-financial Wealth in Estate Planning with Stan Miller (Ep. 28)

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As a law firm owner, the world of estate planning may seem familiar, but have you truly tapped into its potential? In this episode, Stan Miller shares his expertise on estate planning and delves into the invaluable opportunities and solutions it offers including the importance of asking the right questions, understanding clients’ unique needs, and leaving a non-financial legacy. 

In this episode, Darren Wurz is joined by Stan Miller, experienced estate planning attorney and author of “Your American Legacy.” Stan sheds light on the often overlooked power of estate planning tools and addresses common fears and concerns that clients may have. From protecting heirs’ inheritances to transferring non-financial wealth, Stan emphasizes the opportunities for attorneys to make a lasting impact. He also highlights the importance of crafting tailored solutions and shares valuable insights on helping clients navigate the estate planning process and building a thriving estate planning practice 

Stan discusses:

  1. The importance of creating trusts that support beneficiaries’ desired outcomes and recommends the use of trustee letters and parent-to-child letters
  2. How to uncover clients’ true objectives by asking diagnostic questions
  3. The importance of building rapport and trust through active listening
  4. The immense impact of estate planning on clients’ lives and future generations
  5. The incredible opportunities for attorneys in the $70 trillion wealth transfer happening in the next 20-25 years 

Resources:

Connect with Darren Wurz:

Connect with Stan Miller:

About our guest:

Stan Miller is the CEO and Principal Attorney at Pinnacle Legacy Law —a law firm with headquarters in Little Rock, Arkansas. Stan is passionate about the power of estate planning and the positive difference it makes in the lives of families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. 

His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Stan was an early pioneer in Living Trust planning in Arkansas- and at a time when most law firms were in favor of probating estates- a much more costly and time-consuming alternative to Living Trusts. He has established over 5,000 Living Trusts and helped protect more than $4.5 billion in assets.  

Those pioneering successes led him to emerge as a national leader in Estate Planning. He later helped found WealthCounsel, LLC, the leading provider of education and document-drafting software for Estate and Business Planning attorneys throughout the US. In 2008, he was instrumental in co-founding ElderCounsel, LLC, which is now the national leader in technology and education for Elder Law attorneys. He served on the board of both companies prior to their sale in late 2021. 

Stan is a sought-after speaker for professional audiences, individuals, families, colleagues, and contemporaries around the US. Speaking on topics including estate planning, business planning, wealth planning, and legacy planning. Stan previously served as an elected member of the Board of Directors for the City of Hot Springs, and as a member of the Board of St. Joseph’s Regional Health Center- now CHI St. Vincent.  

He and his wife Patrice are the proud parents of two sons.  Stan’s passion for helping his clients build powerful legacies led him to write the national bestselling book, Your American Legacy – Powerful Strategies That Instill Lasting Values for Generations. He founded The Legacy Leaders Network in 2022 and is training a national network of attorneys, financial advisors, CPAs, and realtors how to grow their business and help their clients build lasting legacies. 

Stan is also the co-host of the Your Life, Your Legacy Podcast and the Legacy Leaders Podcast that can be found on Apple and Spotify.

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Mastering Financial Success for Law Firm Owners with Chelsea Williams (Ep. 27)

Mastering Financial Success for Law Firm Owners with Chelsea Williams (Ep. 27)

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Are you a law firm owner looking to achieve financial success and create a thriving practice? Look no further! 

In this episode, Darren Wurz and guest Chelsea Williams explore the unique challenges faced by law firm owners when it comes to financial success. They discuss the importance of assessing the current situation, and delving into team KPIs, marketing KPIs, and profitability KPIs. Chelsea shares insights on building a successful mindset, understanding human psychology and neurobiology, and decoding the numbers of your law firm to drive positive change. From creating effective cash management systems to strategic decision-making and scaling, this episode provides invaluable advice for law firm owners seeking financial mastery.

Throughout this eye-opening conversation, you will: 

  1. Learn how to bridge the gap between human behavior and financial management by decoding the numbers of your law firm.
  2. Discover the importance of financial literacy for lawyers and attorneys and the steps needed to overcome any barriers in understanding.
  3. Gain insights on the significance of key performance indicators (KPIs) and metrics in monitoring your law firm’s growth and profitability.
  4. Understand the art of balancing business investments and personal wealth creation, as well as the role of mental well-being in achieving financial success.
  5. Uncover effective cash management systems and strategies tailored specifically for law firm owners, such as the Profit First system.

Resources:

Connect with Darren Wurz:

Connect with Chelsea Williams:

About our guest:

With over a decade of experience helping business owners understand their numbers, Chelsea has the knowledge to not just get your financial house order but set it up for long-term sustainability at a healthy profit.

For the past 6 years, she has been focusing her zone of genius on law firms. Why law firms? It’s a pretty cool story you can check out here.

It’s about the day she met a local lawyer who changed her life and showed her exactly what she can help law business owners avoid. It’s why she does what she does with such conviction. Learn how to get a grip on the numbers so you can continue the journey with clarity.

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Rethinking the Business of Law: Unveiling the Secrets to Law Firm Success with James Crawford (Ep 26.)

Rethinking the Business of Law: Unveiling the Secrets to Law Firm Success with James Crawford (Ep 26.)

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Are you a law firm owner looking to take your practice to new heights? Struggling to strike a balance between the practice of law and the business side of things? Look no further! In this eye-opening episode of The Lawyer Millionaire Podcast, host Darren Wurz sits down with James Crawford, a highly successful lawyer, to discuss the untapped potential within the legal industry. Prepare to rethink how law firms function and unlock the keys to maximizing services for clients.

In this episode, James Crawford, our guest, dives headfirst into the perennial challenge of running a law firm while shedding light on the positive and negative aspects of the old partnership model. James challenges the conventional notions by advocating for a results-driven approach that merges the worlds of law and business seamlessly. From sales techniques to system creation, this episode is a treasure trove of wisdom for law firm owners aiming to scale their practice.

In this episode, James discusses: 

  1. The power of reframing legal services as a sale: Discover how viewing legal services as a sale instead of a mere consultation can enhance the client’s understanding of the resolution process, leading to better outcomes for both parties involved.
  2. The importance of the business side of law: Gain invaluable insights into striking a harmonious balance between the practice of law and financial considerations, ultimately driving success and growth for your law firm.
  3. Mastering cash flow management: Learn how to anticipate and understand cash flow on a weekly basis, a skill crucial for law firm owners aiming to expand their practice and hire more lawyers.
  4. Marketing techniques beyond personal injury law: Explore how innovative marketing strategies, including media outreach and sales conversations during consultations, can be applied to various areas of law, revolutionizing how law firms attract and retain clients.
  5. Unshackling limiting beliefs: Discover the path to rising above mediocrity and reaching your desired level of success—an inspiring journey that requires sincere self-reflection and a willingness to challenge your own beliefs.
  6. Don’t miss out on this incredible opportunity to learn from one of the industry’s foremost trailblazers.

Resources:

Connect with Darren Wurz:

Connect with James Crawford:

About our guest:

After law school, Mr. Crawford immediately went into private practice in 1992 by opening a law office in Baltimore. At the time he was a young general practitioner who handled many different types of cases with a focus on criminal law. Gradually, over the years he established himself as a premier practitioner in the State of Maryland. In order to accomplish his mission of practicing law on an extremely high level, he realized that he must offer the type of services to the community that he would want if he needed legal representation himself. He gradually expanded the firm into the full-service law firm that exists today. Presently JC Law is viewed as a “go-to” firm for many Marylanders and businesses. With over seventeen lawyers and forty support staff, JC Law is well-equipped to take on any issue presented.

One of Mr. Crawford’s passions has always been politics. He comes from a family that believed service to the community and being involved in political life was a fundamental requirement as a productive member of society. Mr. Crawford’s political career ranges from being noted as one of the youngest elected officials in the State’s history to handling and running many state, local and judicial campaigns. Since entering private practice Mr. Crawford has handled many notable cases that appeared in the media. The type of clients he represents ranges from ordinary citizens to police officers, professional athletes, lawyers, doctors, politicians, and other persons of notoriety.

Jim is highly regarded by his clients, peers, and the judiciary. It is, without doubt, undisputed that to obtain a successful result you need a zealous and relentless trial lawyer. That’s Jim. He has also put his fingerprints on the firm as to how each lawyer represents their clients.

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Sales-Free Selling for Law Firm Owners: Secrets to Business Success (Ep. 25)

Sales-Free Selling for Law Firm Owners: Secrets to Business Success (Ep. 25)

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Are you a law firm owner looking to enhance your business development skills and build lasting client relationships? Embracing the art of ‘sales-free selling’ might be the secret weapon.

Join Darren Wurz as he chats with Steve Fretzin, a renowned author, podcast host, and advisor to lawyers. Get ready to discover proven methods and practical advice to revolutionize your law firm’s marketing efforts. In this power-packed episode, Steve unveils the essence of his ‘sales free selling’ technique, emphasizing the importance of authentic relationship-building over traditional hard sales. Through real-world examples and practical tips, he highlights the importance of developing soft skills, leveraging existing relationships, and adapting to the evolving legal industry. 

Throughout this episode, Darren and Steve discuss:

  • Unleashing the power of sales-free selling: Growing your law firm without feeling salesy by developing genuine relationships and focusing on client needs. 
  • Mastering the Art of Relationship Building: Techniques to strengthen rapport and trust through effective communication and understanding different personality types. 
  • Embracing Intentional Marketing: Insights into strategic marketing, time management, and business development to maximize your law firm’s growth potential. 
  • Navigating the Zoom World: Practical advice on optimizing virtual meetings, making eye contact, and preparing for successful Zoom interactions in the digital era. 
  • Adapting to the Changing Legal Landscape: Current challenges in the legal industry, new marketing platforms, and setting yourself apart from the competition. 
  • And more!

Resources:

Connect with Darren Wurz:

Connect with Steve Fretzin:

About Steve Fretzin:

Steve Fretzin is the “business development therapist” for lawyers. He teaches everything you never learned in law school.  As a bestselling author of three books on legal business development, Steve offers modern-day coaching, offering fresh ideas, precise tips, and actionable tasks that get results. He’s not just any coach; he’s the voice behind the “BE THAT LAWYER” podcast and a recognized figure in media, with features in the Chicago Tribune, Crain’s, and Entrepreneur.com, and appearances on NBC News and WGN Radio. Steve also contributes regularly to the Chicago Daily Law Bulletin and to prominent platforms like Attorney at Law magazine, the National Law Review, the American Bar Association, and the Illinois State Bar Association.

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Succession Planning Series, Part 5: Mastering Law Firm Mergers and Transitions with Margaret Burke (Ep. 24)

Succession Planning Series, Part 5: Mastering Law Firm Mergers and Transitions with Margaret Burke (Ep. 24)

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Are you a law firm owner looking to expand and take your firm to new heights? Or are you looking to merge with another firm as part of your retirement and succession plan?

In our latest episode of The Lawyer Millionaire Podcast, we sit down with Margaret Burke – founder of MB Law Consulting – to uncover the secrets of a successful law firm merger. If you’re eager to learn how to navigate the integration process, establish and maintain relationships, and grow your client base, this episode is a must-listen!

In this episode, Margaret Burke shares her expertise on law firm mergers and integration processes. She delves into the importance of practice theory and individual relationships, as well as the methods used to establish and maintain these relationships. From in-person meetings to PR marketing and business development, Margaret leaves no stone unturned when discussing the keys to a successful merger. She also emphasizes the value of communication in marketing and selling a law firm, as well as the challenges and strategies involved in integrating an acquired group into a new firm.

Margaret discusses:

  • The crucial role of relationships in the success of a law firm merger.
  • Practical methods to establish and maintain strong connections with acquired firms.
  • Key factors to consider during the integration process, such as technology, training, and culture.
  • Strategies to effectively communicate the benefits of a merger to clients.
  • Insights into selling a law firm and planning for succession.

 And more! 

Resources:

Connect with Darren Wurz:

Connect with Margaret:

About our guest:

Margaret Burke, President, and Founder of MB Law, has decades of experience consulting with lawyers, Partners, and small to midsize law firms. She specializes in managing operations, finance, HR, IT, and business development to improve law firm operations, streamline processes and scale revenue. She has advised and led acquisitions, relocations, succession planning, restructuring and start-ups. Prior to MB Law, she helped launch and build a startup providing consulting services to law firms. She also served as CEO and member of the Executive Committee at a Boston-based law firm.  

Margaret earned her MBA at Sawyer Business School at Suffolk University. She is a CLM Certified Legal Manager, Yellow Belt Legal Lean Sigma, and Certified Professional Coach. She is the recipient of the Excellence in the Law in Firm Administration and Operations Honoree. She is a proud member of the ALA, Association of Legal Administrators, and a current member of the ALA’s Program’s Committee. Margaret is truly passionate about partnering with Law Firm leaders to help each practice achieve their goals. She loves a challenge and, as a lifelong learner, prioritizes her professional development to ensure she brings the best to her clients and their firms. When not working, she can be found cooking fun and funky vegan cuisine, mastering her latest kitchen gadget, taking a barre class, on a day trip or travelling internationally with her husband.

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