Tag: Money Management

How We Serve Law Firm Owners as Chief Wealth Counsel (Ep. 52)

How We Serve Law Firm Owners as Chief Wealth Counsel (Ep. 52)

Are you a law firm owner tirelessly chiseling away at the bedrock of your practice, feeling the weight of financial complexity bearing down on you?

On this episode of The Lawyer Millionaire Podcast, host Darren Wurz explores the rugged terrain of wealth management and business expansion, Darren breaks down how meticulous financial planning is not just a service, but a transformative experience for your practice and personal prosperity.

Darren exposes the reality that many law firm owners face – a landscape riddled with financial convolutions and missed opportunities.

Darren provides a powerful in-depth analysis of how his role as a Chief Wealth Counsel can provide clarity and growth to both your personal finances and business endeavors.

Darren discusses:

  • The importance of demystifying your financial positions, both personal and business, to make informed decisions for your future.
  • How to utilize passive income streams that allow you to earn you while you sleep and diversify your earnings beyond billable hours.
  • Proactive tax planning and cash flow optimization to ensure every dollar is working its hardest for you.
  • How to transcend the traditional plateau of law practice growth, and build a roadmap toward selling your firm as a significant wealth asset.
  • The distinctive financial planning model Wurz financial services adopts, which contrasts sharply with generic advisors and offers a flat, transparent fee structure.

 

Resources:

 

Connect with Darren Wurz:

Innovate to Thrive: New Models in Legal Business with Allen Rodriguez (Ep. 51)

Innovate to Thrive: New Models in Legal Business with Allen Rodriguez (Ep. 51)

Are you tired of the traditional law firm model holding you back from true financial liberation?

In this eye-opening episode of The Lawyer Millionaire Podcast, we dive deep with Allen Rodriguez, a visionary legal product development strategist, who shares groundbreaking strategies to transform your law firm into a well-oiled machine, generating wealth while increasing access to justice. Discover Allen’s insider insights on marrying cutting-edge technology with savvy business practices to catapult your firm’s efficiency and profitability.

Allen discusses:

  • How a subscription-based legal service can transform your firm’s revenue stream, ensuring predictable cash flow and deepened client relationships
  • Discover the power of treating legal services as products and how to employ AI and software tools for commoditized legal tasks to optimize your firm’s efficiency.
  • Be inspired by Allen’s mission to solve the ‘4 billion people’s access to justice problem’ and how innovations in the legal sector can contribute to a more just world.
  • How to offer additional services to divorced clients.
  • Learn the importance of providing strategic value over administrative tasks and how to shift towards lucrative pricing models that reward high-impact work.


Resources:

Connect with Darren Wurz:

Connect with Allen Rodriguez:

About our guest:

Allen Rodriguez is a national speaker, product development strategist and legal innovator who has been serving the legal industry for 19 years. Over the course of his career, Allen has built a reputation for creating innovative legal services products as well as developing highly effective law firm business models and marketing strategies. Allen is a valued speaker on the topics of legal services product development, design thinking in law and future of law issues. He has provided consulting and engineering services for such companies as McKinsey & Co., Fastcase, Gavelytics, LexisNexis, and Littler.

Prior to founding ONE400, Allen was the Director of Attorney Services at LegalZoom. While there, his work contributed to a substantial portion of overall revenue at the company and helped LegalZoom move from a provider of “do-it-yourself” legal services to a comprehensive legal solutions provider, incorporating attorney-fulfilled work across all U.S. jurisdictions. Allen’s immersion in the legal industry began running operations at the Los Angeles County Bar Association’s Lawyer Referral Service. While there, his marketing knowledge, operational developments, and leadership helped generate millions of dollars in revenue for the association.

Mastering Profit First: Transform Your Law Firm with RJon Robins (Ep. 50)

Mastering Profit First: Transform Your Law Firm with RJon Robins (Ep. 50)

In the competitive world of law, success is not solely measured by case wins, but also by the financial strength and stability of your practice. The latest episode of The Lawyer Millionaire Podcast offers a rigorous exploration of the tenets of financial acumen in the legal profession.

Host Darren Wurz engages with esteemed guest RJon Robins in a deep dive into the critical application of the “profit first” approach and the moral obligations law firm owners face in maintaining financial probity. With a focus on stability, sustainability, and ethical practice, this episode presents an analysis of financial strategies that align with the core values of justice and service inherent to the legal profession. Listeners will gain a wider understanding of the fiscal prudence required to navigate the future of law with confidence and clarity.

RJon discusses:

  • How the “profit first” system can revolutionize the financial health of your law firm.
  • Strategies for dealing with resistance from staff when implementing new financial systems.
  • The psychological and ethical implications of running a profitable practice for both clients and law firm teams.
  • How to stop the money leaks and transform your law firm finances today
  • The important truths most broke lawyers don’t like to hear
  • The essential financial tools included in his bonus package — bookkeeper assessment template, financial quiz, and more


Resources:

Connect with Darren Wurz:

Connect with RJon Robins:

About our guest:

RJon Robins is the one common denominator behind more multi-million-dollar law firms than anyone else on the planet. RJon believes in profit, and he detests loss.

Since he first reported for duty as a Small Law Firm Management Advisor with The Florida Bar’s Law Office Management Assistance Service (LOMAS) under the legendary J.R. Phelps (1999) and since founding How To Manage A Small Law Firm (2009) RJon and his team of wildly qualified law firm business management advisors have coached, counseled, advised, and kicked the butts of thousands of wildly successful small law firm owners. Yes, we know we used the word “wildly” twice in that sentence – what How to Manage a Small Law Firm does is that good.

The only three things that piss RJon off are:

  1. The Doctrine of Sacrifice
  2. People who would have you embrace The Doctrine of Sacrifice
  3. The BS those people often spew to try and convince you, as an entrepreneur that you should somehow take pride in how much you suffer but apologize for how much value you create for yourself and others.

Oh, and in case you’re impressed by this sort of thing RJon is a Member of The Florida Bar, he’s authorized to appear before The Southern District Federal Court, he’s a Member of The Association of Certified Fraud Examiners, his company How To Manage A Small Law Firm has been named by Inc Magazine as one of the 5000 Fastest Growing Privately Held Companies in the United States every year since 2015 and after 15 years of marriage his wife still thinks he’s funny.

Why Did RJon Write Profit First for Lawyers?

After working with thousands of law firm entrepreneurs for many years, RJon wanted to write a book dedicated to business owners who are committed to growing their law firm and living a better life. RJon has seen first-hand how “conventional wisdom” has led many entrepreneurs astray and wanted to share what he knows will help them turn their businesses around.

If entrepreneurs implement what’s explained in the book, their law firms WILL become more profitable and they WILL feel more satisfied.

But this book will probably piss them off too.

Why? Because when they discover the culprits who have been keeping them separated from their profits… It will probably piss them off. One day they will wake up and be pretty pissed about all the bad advice they’ve been given.

Ready to Take the Next Step?

If you are ready to take the next step and experience even MORE personal and professional growth, then you may be ready to become a member of How to Manage a Small Law Firm.

If you already know an HTM Member, GOOD. Now you need the courage to begin your journey “through the looking glass.”

Don’t know an HTM Member?

Several of our Members volunteer each quarter to “pay it forward” and have a conversation with potential new members about what it’s really like to work with How To Manage. Based on that conversation, they’ll send you a referral to have a formal consultation with someone from our New Member Engagement group.

If our team believes we can help you achieve your goals they’ll recommend the next-best step for you. Fill out the “I’m Interested in Joining HTM” form and you’ll be introduced to one of our members.

5 Money Scripts That Could Be Sabotaging Your Financial Success (Ep. 48)

5 Money Scripts That Could Be Sabotaging Your Financial Success (Ep. 48)

Attention, law firm owners. Have you ever stopped to consider if your personal beliefs about money could be hindering your financial success?
In this solo episode of The Lawyer Millionaire Podcast, host Darren Wurz dives deep into the concept of money scripts and how they may be quietly dictating your financial destiny. Let’s uncover what money scripts are, how they affect you, and how changing them might transform your financial future.

Darren discusses:

  • The concept of money scripts and how deeply ingrained beliefs about money shape financial behaviors and attitudes, often without realization.
  • The potential personal and business effects of money scripts, including overspending, difficulty saving, and impacts on law firm financial management.
  • Common money scripts, such as “money is bad” and “more money will make things better,” and how they may be influencing financial decisions.
  • Practical strategies for reflecting on and analyzing personal money scripts, including techniques for identifying and discussing these beliefs with others.
  • The importance of seeking professional guidance from a financial planner or financial therapist to navigate the intricate journey of unearthing and reshaping money scripts effectively.


Resources:

Connect with Darren Wurz:

Minimizing Taxes and Maximizing Profits with Jayden Doye (Ep. 47)

Minimizing Taxes and Maximizing Profits with Jayden Doye (Ep. 47)

Are you a law firm owner looking to navigate the maze of taxation while maximizing your profits? This exciting episode of The Lawyer Millionaire Podcast promises to be your guiding star.

Our host Darren Wurz sits down with Jayden Doye, a mastermind in tax strategy who has carved out a niche in optimizing law firms’ tax situations. Jayden shares valuable insights into selecting the right market, implementing innovative cash management systems, and changing your business’s financial trajectory.

As a proponent of work-life balance, Jayden also dives deep into making your firm not only successful but also a source of personal fulfillment, allowing you to enjoy life’s luxuries like six vacations a year!

Doye discusses:

  • The benefits of incorporating a ‘profit first’ system to manage your cash better and ensure year-round readiness for tax obligations.
  • Strategies for ethical law firm owners to distinguish themselves in a competitive market.
  • Why he doesn’t work for people he doesn’t like.
  • The differences between a value first firm and a volume first firm.
  • How involving family members in your firm could be a masterstroke for tax deductions, retirement benefits, and instilling strong work ethics.
  • Practical tips on leveraging business conference attendance to grow your firm’s network, expand your knowledge base, and enjoy tax-deductible travel perks.


Resources:

Connect with Darren Wurz:

Connect with Jayden Doye:

About our guest:

Jayden was not always the financial guru that he is today. Growing up in a household just shy of the federal poverty line in Prince George’s County, Maryland, he knew the importance of money management but didn’t have the tools to create the financial stability he so desperately craved. After graduating Towson University with a B.S in Accounting and incurring a large amount of debt, Jayden was determined to make a change.

With a little hard work, and A LOT of sacrifice, Jayden became independent, gained professional growth as an accountant at a small CPA firm in Atlanta, and became a Certified Public Accountant. Over the next years, he’s worked with clients in just about every industry — helping them not only expand their financial portfolios, but to create plans that ensure financial sustainability and minimize taxability.

As a CPA, Jayden’s goal is to help entrepreneurs like himself gain independence and create a unique action plan to bring more to their bottom line while paying less in taxes. Invest in yourself and start working with Jayden TODAY!

Effective trial preparation strategies with Mike Alder (Ep. 44)

Effective trial preparation strategies with Mike Alder (Ep. 44)

Are you ready to elevate your legal career and financial future? Take a note from a lawyer who’s truly mastered it all.

On Episode 44 of The Lawyer Millionaire Podcast, we explore the profound techniques and financial acumen of Mike Alder, an esteemed trial attorney who has mastered the art of wealth-building within the legal profession.

Host Darren Wurz engages in a thought-provoking conversation with Alder, who shares his systematic approach to trial preparation, the significance of a positive mindset, and the delicate balance between financial success and giving back to the community. His story is one of resilience, innovation, and the relentless pursuit of excellence in every facet of law practice.

Alder discusses:

  • How to refine your trial preparation strategies to enhance your courtroom efficacy and create an optimal experience for jurors.
  • How a lawyer’s upbringing shapes their approach to the industry.
  • The impact of positive language and intentionality on success.
  • How to stay grounded irrespective of the level of success you have attained.
  • Why failure is a critical path of success and part of the journey.
  • How to use wealth for systemic change and philantrophy.

 


Resources:

Connect with Darren Wurz:

Connect with Mike Alder:

About our guest:

Michael Alder is recognized as one of the top trial attorneys in California and has recovered over $2.1 billion in verdicts & settlements.

Michael Alder is the owner and Senior Trial Attorney at AlderLaw, a leading Los Angeles firm that represents plaintiffs in personal injury and employment litigation cases. He is known as one of the top trial attorneys in California, an advocate for underdog clients, and a generous supporter of fellow trial attorneys, charitable causes, and community giving.

Mr. Alder vigorously pursues all cases on behalf of his clients who have suffered injustices and takes pride in being personally involved in every case his firm takes on. Along with his team of lawyers and staff, he consistently breaks records and earns the praise of the press with significant settlements and impressive verdicts including the City of Modesto v Dow Chemical $60 million total verdict. To date, his firm has recovered over $2.1 billion in verdicts and settlements for his clients.

Over his 29+ years in litigation, he has received numerous accolades. This includes being the youngest recipient ever of CAALA’s Trial Lawyer of the Year in 2004 (the nation’s largest association of plaintiff’s attorneys), winning the prestigious California State Bar Clay Award “California Attorney of the Year” for personal injury in 2014, named one of the Daily Journal’s 2012 Top 100 Lawyers in California and named a “Top 100 Southern California Super Lawyer” 13 consecutive years. Mr. Alder has also been a member of the American Board of Trial Advocates (ABOTA) since 2003 and currently serves on their Executive Committee.

A well-renowned speaker and published author on trial strategy, Mr. Alder has a long history of supporting other trial attorneys. He maintains a 9,000-deposition database and expert witness directory plus provides information, at no charge, to his colleagues. He is a devoted mentor to young lawyers and offers access to his archived depositions, as well as financial assistance with the establishment of the AlderLaw Warrior Fund program, networking opportunities, and free seminars.

Michael Alder is a strong believer in giving back. His involvement in the community includes being a founding member of the Los Angeles Trial Lawyers Charities (LATLC), a nonprofit public benefit corporation organized to improve the lives of those in need in Southern California. He served as LATLC’s President in 2017 and continues to serve on the Board. Mr. Alder is also a founder of the American Museum of Tort Law and a member of the Board of Trustees for the Inner City Law Center (ICLC), a pro bono skid row law firm dedicated to ending homelessness and advocating for veterans’ benefits. In 2020, Mr. Alder was awarded ICLC’s highest honor – the “Katherine Krause” award – for his pro bono trial work on behalf of victims of slumlords. In 2020, he joined the board of directors for the National Hispanic Media Coalition and the Metro Los Angeles YMCA.

Most recently, Mr. Alder and law partner/wife Gina Zapanta founded Z.A. gives, a non-profit formed in response to the COVID-19 crisis to aid food and education insecurities. The charity is funded by a percentage of profits earned through their law firms, AlderLaw and Z.A. Lawyers.

Since March 2020, Z.A. gives has donated more than $150,000 in food and support to local hospitals and restaurants. In all, over 25,000 people have been fed by Z.A. gives’ direct giving.

In his spare time, he enjoys traveling to the family’s Louisiana ranch, exercising, collecting knives, taking care of his chickens and goats, and entertaining family and friends. He has a teenage daughter and son, is a bonus Dad to Gina’s two daughters, and two baby boys.

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

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

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.

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)

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.

How to grow your law firm and impact your community with Dan Fulkerson (Ep. 38)

How to grow your law firm and impact your community with Dan Fulkerson (Ep. 38)

Attention law firm owners and aspiring legal entrepreneurs! Are you ready to unlock the secrets of ethical prosperity and community impact?

Today, we have something that could be a game-changer for your practice. On Episode 38 of The Lawyer Millionaire Podcast, host Darren Wurz sits down with Dan Fulkerson, the co-founder and managing partner at Batta Fulkerson Law Group.

Dan’s approach transcends the traditional models of law firm management as he intertwines ethical business practice with genuine philanthropy, supporting different nonprofits and embedding transparency at the core of his law group’s philosophy. No greedy pursuits, no mass marketing—just a bulldog mascot symbolizing their tenacity and unique grassroots marketing tactics that resonate with the community.

Dan shares his commitment to sustainable growth, demonstrated by his firm’s cautious financial strategy and dedication to ethical representation.

Dan discusses:

  • Why keeping at least 6 months worth of overhead is critical.
  • Why he dislikes the solicitous approach to legal advertising.
  • The power of transparency and building ethical practices in your law firm operations.
  • Why it is vital to put people over profit.
  • How to merge your career with causes you care about.
  • The importance of monitoring your business activities and how to build systems for scaling your business.

 

Resources:


Connect with Darren Wurz:


Connect with Dan Fulkerson:

About our guest:

Dan Fulkerson is the Co-Founder and Managing Partner at Batta Fulkerson Law Group.

Dan completed his Juris Doctor degree at California Western School of Law in San Diego in conjunction with his Masters of Business Degree at San Diego State University. He is the only person to complete both degrees at the same time in only two and a half years.  He has successfully handled over 15,000 car accident cases and personally helped recover tens of millions of dollars for victims.

Dan’s personal experiences with serious injury car accidents, combined with his experience handling thousands of accident cases, make Dan a dynamic accident injury attorney who helps get his clients the results they deserve. In addition to Attorney Dan Fulkerson’s impressive success rate, it is evident to clients that Dan goes out of his way to treat you like family. Outside of work, Dan sits on 6 charity boards including Active Valor for Gold Star families, Roadogs dog rescue, and Positive Movement Foundation.  He also has his own Bulldog rescue that focuses on rescuing French and English bulldogs.  Dan loves spending time with friends, family, and his five bulldogs; Winston, Dolly, Teddy, Juan Carlos and Gigi.

From crisis to triumph with Jeff Grant (Ep. 37)

From crisis to triumph with Jeff Grant (Ep. 37)

In this insightful episode of The Lawyer Millionaire Podcast, host Darren Wurz sits down with Jeff Grant, a remarkable figure in the legal field who has turned his tumultuous journey into a beacon of hope for others.

Beyond his personal struggles in the past- a past riddled with opioid addiction, financial turmoil, and professional misconduct, Jeff shares how he was able to launch a renewed law practice that’s not only thriving but helping individuals navigate the daunting waters of white-collar prosecution.

Jeff’s story is not just a testament to personal resilience; it’s an incredibly relevant narrative for law firm owners on structuring a business that aligns with their values and the modern world’s demands.

Jeff discusses:

  • His battle with addiction and its negative impact on his life.
  • His experience with the criminal justice system.
  • How to maintain financial integrity in the face of adversity.
  • Upcoming plans with AI technology, implementing live chat on his website and pushing the boundaries of client accessibility and support.
  • How he restarted his law firm with a renewed sense of purpose.
  • His dedication to helping people with white-collar legal issues without overcharging by providing valuable resources through his ministry.


Resources:

Connect with Darren Wurz:

Connect with Jeff Grant:

 

 

About our guest:

Jeff Grant is on a mission. After a hiatus from practicing law, Jeff has founded the law firm of GrantLaw, PLLC, is once again in private practice in New York City and is committed to using his legal expertise and life experience to benefit others.

GrantLaw, PLLC, is a new type of law firm providing private general counsel services to clients facing, who have previously faced, or who could possibly be facing white collar prosecutions and/or regulatory proceedings, and their companies and families. In this role, Jeff and his team assist clients in making critical and timely business and family decisions, and in executing on them, so that they have the best chance to come out the other side with lives of purpose, meaning and success.

He also provides a broad range of legal services, all in a highly attentive, personalized manner. These include private general counsel, white collar crisis management, strategy and team building, services to family-owned and closely-held businesses, and support to special situation and pro bono clients. He practices in New York and on authorized Federal matters, and works with local co-counsel and criminal defense counsel to represent clients throughout country.

For more than 20 years, Jeff served as managing attorney of a 20+ employee law firm headquartered in New York City and then Westchester County, New York. The firm’s practice areas included representing family-owned and closely-held businesses and their owners, business and real estate transactions, trusts and estates, and litigation. Jeff also served as outside general counsel to large family-owned real estate equities and management and brokerage organizations.

Jeff is admitted to practice law in the State of New York, and in the Federal District Courts for the Southern District of New York and the Eastern District of New York. He is a member of the American Bar Association, the New York State Bar Association, the New York City Bar Association, the Federal Bar Association and the National Association of Criminal Defense Lawyers.

Guiding people forward in their lives

After an addiction to prescription opioids and serving almost 14 months in Federal prison (2006 – 07) for a white collar crime he committed in 2001, Jeff started his own reentry. He earned a Master of Divinity from Union Theological Seminary in the City of New York, majoring in Social Ethics. After graduating, Jeff was called to serve at an inner city church in Bridgeport, CT as Associate Minister and Director of Prison Ministries. He then co-founded Progressive Prison Ministries, Inc. (Greenwich, CT), the world’s first ministry devoted to serving the white collar justice community. On August 10, 2023, Jeff celebrated 21 years of sobriety.

An ordained minister, Jeff has more than three decades of experience in crisis management, business, law, reentry, recovery (clean & sober 20+ years), plus executive and religious leadership. He works frequently with people prosecuted for white collar crimes (and their families) who want to emerge from isolation and join a supportive community. In this role he helps them navigate their journey through the criminal justice system to new, ethical, productive, joyful lives on the other side of their issues.

Sometimes referred to in the press as “The Minister to Hedge Funders,” Jeff regularly uses his experience and background to guide people forward in their lives, relationships, careers, and business opportunities – and help them avoid making the kinds of decisions that resulted in loss, suffering, and shame.

Service and more service

A verified Psychology Today professional, he also serves on the ministry team at St. Joseph Mission Church (Cliffside Park, NJ) and as Chaplain to the Woodbury Fire Department (Woodbury, CT).

From 2016 – 2019, Jeff served as Executive Director of Family ReEntry, Inc. (Bridgeport, CT), a 100+ person criminal justice organization with offices and programs in eight Connecticut cities. Jeff is the first person in the United States formerly incarcerated for a white collar crime to be appointed Executive Director of a major criminal justice nonprofit.

Jeff has served on numerous criminal justice-related Boards. They include the Legal Action Center (New York, NY), Co-Chair, American Bar Association Criminal Justice Section Reentry & Collateral Consequences Committee, (Washington, DC), American Bar Association Lawyers Assistance Programs Advisory Commission (Chicago, IL) , Co-Chair, Mayor’s Advisory Council on Reentry Affairs (Bridgeport, CT), Family ReEntry (Bridgeport, CT), Community Partners in Action (formerly the Connecticut Prison Association, Hartford, CT), and Healing Communities Network (New York, NY). He has also served on the Advisory Boards of Creative Projects Group (Los Angeles, CA) and Reentry Survivors (Bridgeport, CT).

Recognition and more recognition

Jeff was twice selected a Nantucket Project Scholar (2012, 2014) and was recognized by JustLeadershipUSA as one of 15 Inaugural National Leaders in Criminal Justice (2015). He was selected a Keepers of the Commons Fellow (2017) and a Keepers of the Commons Senior Fellow (2018). Jeff has been the recipient of the Elizabeth Bush Award for Volunteerism (2011), received the Bridgeport Reentry Collaborative Advocate of the Year Award (2013, 2014, 2015), and was selected the Bridgeport Reentry Collaborative Professional of the Year (2016, 2017, 2018, 2019). He has also been recognized by the Connecticut Coalition Against Domestic Violence (2017) and by the Connecticut NAACP (2017), and was selected a 2019 Collegeville Institute Writing Fellow.

A Professional Member of the National Speakers Association, Jeff is an in-demand keynote speaker, panelist, moderator, and guest preacher. Speaking venues include Main Stage Presenter at The Nantucket Project (Nantucket, MA), American Bar Association Criminal Justice Conference (Washington, DC), Association of Certified Fraud Examiners Webinar (December 2022), the Greenwich Leadership Forum (Greenwich, CT), the Corrections Ministries and Chaplains Association (CMCA) Correctional Ministry Summit (Wheaton College, IL and Philadelphia, PA), Delaware Trust Conference (Wilmington, DE), Salons at Stowe – Harriet Beecher Stowe Center (Hartford, CT), Community Health Network of Connecticut Social Determinants of Health Summit (Wallingford, CT), The Neighborhood Project (Greenwich, CT), U.S. Small Business Administration Conference (Fairfield, CT), Union Theological Seminary in the City of New York (NY, NY), Yale Divinity School (New Haven, CT).

Jeff has also spoken at many universities, colleges, and religious institutions across the country. For information or to book Jeff to speak, guest preach, or for a panel or other presentation, please see his e-speakers profile here.

Magazines, radio, television, podcasts, books

Jeff has authored, been the subject of, or been prominently mentioned in many national and regional publications. They include The New Yorker (Aug. 2021), Entrepreneur (Sept. 2021 & Apr. 2020), Bloomberg Law (Oct. 2021), Wells Street with CNBC’s Jane Wells (Oct. 2021), Reuters (May 2021), American Bar Association Criminal Justice Magazine (Spring 2021), Business Insider (July 2021), Forbes (July 2020), Philadelphia Inquirer (Oct. 2020), Vanity Fair (Aug. 2019), Greenwich Magazine (Mar. 2018), Law360, Inc., Medium, The Huffington Post, Absolute Return/HedgeFund Intelligence, Institutional Investor, CFO Dive, New York Magazine, Real Men Real Faith Magazine (cover story), Fairfield County Business Journal, Nonprofit Quarterly, Reentry Central, The Vision (the newspaper of the United Methodist Church NY Conference), Weston Magazine Group, Weston Forum, Hartford Courant, New Haven Register, New Haven Independent, Inner City News, Connecticut Post, Greenwich Sentinel, Greenwich Time, Greenwich Free Press, The Hour and others. Jeff authored a chapter in the book, Suicide and Its Impact on the Criminal Justice System (2021), served on the Editorial Board of the book The Justice Imperative: How Hyper-Incarceration has Hijacked the American Dream (2014)and was prominently mentioned/quoted in the books Wildland: The Making of America’s Fury (2021), Trusted White Collar Offenders: Global Case Studies of Crime Convenience (2021) and the Teal Book of Wisdom (2022).

He has been featured or interviewed on many radio shows, televisions segments and podcasts. They include the Rich Roll Podcast (# 644 November 2021, #440 May 2019), The Confessional with Nadia Bolz-Weber (May 2021), The Sydcast (October 2021), Newsy (October 2021), Business Talk with Jim Campbell (June 2021), Tha Yard Hangout (June 2021), the Colin McEnroe Show on WNPR (October 2019), The Same 24 Hours podcast with Meredith Atwood (March 2020), the Fraud Stories podcast (September 2020), the Taxgirl Podcast (July 2020), Landmark Recovery Radio (November 2020), Clara CFO podcast with Hanna Smolinski (January 2021), and Founders Focus podcast with Scott Case (April 2021), among others.

Jeff is also editor of the important, widely-read website and blog prisonist.org, for which he authors, edits, and curates content around national and international criminal justice advocacy/ministry issues. He also co-hosts the Criminal Justice Insider podcast, hosts the White Collar Week podcast, and leads a weekly online confidential White Collar Support Group (the first in the country). The group, which has had more than 650 participants, held its 350th weekly online meeting in March 2023.