Tag: Lawyers

Becoming a No A/R Law Firm and Effective Case Workflow (Ep. 61)

Becoming a No A/R Law Firm and Effective Case Workflow (Ep. 61)

Are you a law firm owner struggling to manage billing cycles and case workflows efficiently? You’re not alone. In Episode 61 of The Lawyer Millionaire Podcast, Darren Wurz and guest Randa Prendergast dive deep into practical solutions for transforming your firm into a no Accounts Receivable (A/R) powerhouse.

Randa explores the future of AI in legal work and discuss strategies for effective task delegation.

This episode is packed with actionable advice that will help you streamline your processes, improve client communication, and ultimately, boost your firm’s profitability.

Randa discusses:

  • The pros and cons of Clio, Lawmatix, and other case management systems for better case workflow and billing capabilities.
  • How AI can revolutionize case workflow and billing tasks, making your firm more efficient.
  • The art of delegation with actionable tips, ensuring detailed instructions, regular progress monitoring, and initial support for team members.
  • How setting efficient task management systems can free up your time and increase profitability.
  • How to implement smaller, more frequent billing cycles and manage retainer-based billing to create a no A/R law firm.

 

 


Resources:

 

Connect with Randa Prandergast:

 

About our guest:

Randa Prendergast is an experienced Paralegal, Intake Specialist, and Task List Developer Extraordinaire. She has a legal background working with boutique law firms, solo practitioners, and virtual settings. She maintains excellent client and business relations skills with well-versed office and project management experience. She offers professional support, paralegal services, and guidance while you grow your firm and/or take your firm virtual!

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)

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.

A Conversation About Money and Emotions with Christine Luken (Ep. 18)

A Conversation About Money and Emotions with Christine Luken (Ep. 18)

Why do our emotions have such a strong influence on our finances?

Many people struggle with managing their finances because they don’t fully understand their emotions about spending, or because they feel pressure to maintain a certain level of living.

In this episode, Darren Wurz sits down with Christine Luken, the founder of the Financial Dignity™ Movement and author of “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet”, to talk about the connection between the way we control and spend our money and our emotions. Christine chats about certain factors that determine our financial decisions and also mentions what mentality we should have when it comes to our money.

Christine and Darren discuss:

  • How emotions can lead us to poor financial decisions and why making more money does not solve underlying issues  
  • How understanding and harnessing the power of emotions can help us achieve our financial goals
  • The power of creating a specific vision and goal with positive and negative emotions 
  • How professionals, such as attorneys and doctors, struggle with money management due to lack of time and disorganization, and pressure to maintain a certain lifestyle
  • The impact of money scripts and how they can unconsciously affect our financial behavior and decisions
  • Using money as a tool for good
  • Why budgeting isn’t the most healthy way of managing your finances
  • And more!

Resources:

Connect with Darren Wurz:

Connect with Christine Luken:

About our guest:

Ready to master your money and become a financial success? Then you need Christine Luken, the Financial Dignity® Coach, in your corner! 

As the Founder of the Financial Dignity® Movement & a Certified Financial Counselor, Christine has coached hundreds of high-earning professionals to pay off staggering amounts of debt and massively increase their net worth over the past fourteen years. 

Christine’s three books, Money is Emotional, Manage Money Like a Boss, & Financial Dignity® After Divorce, have landed her over 100 podcasts, TV, and radio interviews, establishing her as the authority on money and emotions. 

When she’s not coaching clients from her office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.