In this episode, Steve Fretzin and Wes Lungwitz discuss:

• Adapting to change in legal marketing
• Strengthening the website as the foundation
• Optimizing for AI-driven discovery
• Evaluating partners and acting proactively

Key Takeaways:

• Law firm growth now depends on adapting to AI, new search behavior, and shifting marketing dynamics. Firms that remain static risk losing visibility as discovery moves beyond traditional SEO.
• A law firm website must be fast, technically clean, accessible, and well-structured. Personalized practice-area content and visible social proof reinforce trust and conversion.
• Search is shifting toward AI assistants and answer engines that reward clarity and structure. Conversational content, deep practice pages, and schema markup increase AI visibility.
• Agencies must actively address AI visibility, schema strategy, and changing discovery behavior. Google Business Profiles remain essential for legitimacy and intent capture.

"You have to adapt in life and change and keep up with the times, and it's just so important in our industry and just life in general." —  Wes Lungwitz

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Wes Lungwitz: Wes Lungwitz is the co-founder and managing partner of Civille, a digital marketing and technology company focused exclusively on helping law firms grow. With a background in highly competitive, data-driven digital marketing, he brings modern website, SEO, and analytics strategies to an industry that has traditionally lagged behind other verticals. Wes regularly speaks and writes on the future of legal marketing, including AI-driven search and evolving discovery behavior.

Connect with Wes Lungwitz:  

Website: https://getciville.com/  

LinkedIn: https://www.linkedin.com/in/wes-lungwitz-1b532432/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Alefiyah Lindo discuss:

• Planning the future by evaluating what actually worked
• Supporting happiness without trying to control it
• Using energy as a diagnostic tool for alignment
• Treating burnout as feedback and adjusting accordingly

Key Takeaways:

• Reviewing the past year reveals which habits, strategies, and commitments deserve to continue and which do not. Entering a new year without reflection leads to repeating default patterns rather than making intentional choices. Sustainable growth comes from consistency and long-term relationship building, not one-off efforts.
• You cannot create happiness for others, only support their ability to create it themselves. Taking responsibility for other people’s emotional outcomes leads to exhaustion and blurred boundaries. Healthy leadership and parenting require allowing others to experience discomfort and self-direction.
• Alignment exists when beliefs, words, actions, and emotions are consistent with one another. Chronic fatigue, burnout, and self-sabotage are indicators of misalignment rather than laziness or failure. Tracking what energizes and depletes you provides clearer guidance than what you think you “should” enjoy.
• Burnout signals a need to realign priorities, responsibilities, and expectations. Bringing subconscious patterns into conscious awareness is a prerequisite for lasting change. Different results require different actions, even when those actions challenge long-held assumptions.

"Energy work really is when what we believe, what we say, what we do, and what we feel are all on the same page. That’s what energy alignment is." —  Alefiyah Lindo

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Alefiyah Lindo: Alefiyah Lindo is a Mind-Body-Energy Intuitive and licensed psychotherapist with over 20 years of experience, integrating holistic, non-dual approaches to healing that address the mind, body, and energy system. Her work blends intuitive guidance with practices such as mindfulness, breathwork, EFT, and energy medicine, shaped by early Buddhist practice and trauma-informed training. Alefiyah holds degrees from Purdue University and the University of Illinois, is licensed in Illinois, and provides personalized care rooted in both extensive professional training and lived experience, guided by the principle of Namaste — honoring the light in each person she serves.

Connect with Alefiyah Lindo:   

Website: https://www.alefiyahlindo.com/

Instagram: https://www.instagram.com/alefiyahlindo/

LinkedIn: https://www.linkedin.com/in/alefiyah-lindo-6a158a83/

YouTube: https://www.youtube.com/@alefiyahlindo9955

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Deborah Farone discuss:

• Using business development as a path to influence and autonomy
• Starting relationship-building early in your career
• Aligning marketing with authenticity and personality
• Deepening trust by focusing on long-term relationships

Key Takeaways:

• Business development gives women greater control over their careers, choices, and leadership opportunities. A strong book of business shifts power dynamics and opens doors that talent alone often cannot.
• Business development is most effective when it begins in law school, not at a partnership. Early relationships compound over time and prevent habits that isolate lawyers from future clients.
• The most effective business development reflects who you are, not generic networking scripts. Choosing methods that fit your interests builds consistency, credibility, and long-term momentum.
• Client loyalty grows from empathy, understanding, and sustained connection beyond transactions. Investing in existing relationships delivers greater impact than constantly chasing new clients.

"They say it's five times more expensive to get a brand new client than it is to grow an existing client. So it's a better use of your time." —  Deborah Farone

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Deborah Farone: Deborah Farone is a strategic advisor, author, and speaker specializing in business development and marketing for law firms. She is the founder of Farone Advisors, where she helps lawyers build strong client relationships and sustainable practices. Deborah previously served as Chief Marketing Officer at Cravath, Swaine & Moore and Debevoise & Plimpton, and is widely recognized as a pioneer in legal business development. She is the author of Best Practices in Law Firm Business Development and Marketing and a frequent lecturer at law schools and legal organizations worldwide.

Connect with Deborah Farone:  

Website: https://deborahfarone.com/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Charlie Gaudet discuss:

• Moving beyond hard work toward sustainable growth
• Escaping the founder-centered business model
• Outperforming talent using systems
• Protecting time as the highest-leverage asset

Key Takeaways:

• Hard work eventually becomes a liability when it replaces strategy, systems, and recovery. Sustainable growth requires designing the business so it scales without destroying the founder’s health or capacity.
• Businesses stall when the founder becomes the bottleneck for decisions, delivery, and growth. Long-term scale only happens when systems and teams replace heroic individual effort.
• Top performers win not because they work harder, but because their systems reduce variation and create consistency. Documented, measurable processes turn small improvements into repeatable, compounding gains.
• Return on Time matters more than effort, activity, or hours worked. Delegation, automation, and pricing strategy free leaders to focus on high-impact thinking instead of constant execution.

"They have to look at ROT, which is return on time… Where are they spending the time, and how do they maximize their time?… Raise your rate… leverage AI… More and more attorneys are able to get more done in less time when they can leverage AI in the right way." —  Charlie Gaudet

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Charlie Gaudet: Charlie Gaudet is the author of “The Predictable Profits Playbook: The 7- and 8-Figure CEOs’ Guide to Generating Consistent and Sustainable Growth“ (voted #1 Book on Sales & Marketing by Indie Excellence) and host of The Beyond 7-Figures Podcast.

The International Business Times called him “The Go-To Business Coach for 7- and 8-Figure Businesses” and perhaps the “busiest sales coach in the US.“

GritDaily said Gaudet is: “regarded in entrepreneurial circles as one of the top coaches for helping entrepreneurs surpass the seven and eight-figure mark.”

Yahoo Finance referred to him as: “The CEO Whisperer.”

CEO Weekly said he was one of the top 10 “Innovative CEOs to Follow.”

And he’s listed at the top of several “Best Business Coach”  lists.

He’s been an entrepreneur since the age of 4, created his first multi-million dollar business at 24, and has helped others generate millions with his strategies.

He’s received numerous awards and recognition (including founding a company named as “One of the Best Seed Stage Companies” by Ernst & Young), received his Certificate of Leadership Development from The US Army War College and has his business advice featured around in the world – including Inc., Forbes, Salesforce, Success, Entrepreneur, and Fox Business – as well as on podcasts and radio.

He was named one of American Genius’s Top 50 Industry Influencers.

He trains in Brazilian Jiu-Jitsu (two gold medal finishes) and is a 3-time wrestling state champion. He lives in Florida with his beautiful wife, three adorable kid-preneurs, and one badass dog.

Connect with Charlie Gaudet:  

Website: https://predictableprofits.com/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Colleen Joyce discuss:

• Failing fast while managing risk
• Building a competitive legal practice intentionally
• Treating sales as listening and diagnosis
• Leading and adapting for the future of law

Key Takeaways:

• Test ideas quickly and learn from small, recoverable failures. Avoid high-stakes decisions that can jeopardize the entire business. Fast iteration builds resilience in a rapid attention and news cycle.
• Strong branding is essential in a crowded legal market. Lawyers must understand marketing and business, not just legal skills. Personal brand and visibility increasingly determine growth and opportunity.
• Effective sales begins with asking questions and listening deeply. Clients commit when they feel understood, not when they are pitched.  A clear diagnosis must come before proposing solutions or pricing.
• Know your strengths and hire to cover gaps. Transparency and honesty strengthen leadership and team trust. Investing in technology, efficiency, and learning is required to stay competitive.

"I know lawyers don't like to hear this, but they are salespeople, just like every other job." —  Colleen Joyce

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Colleen Joyce: Colleen Joyce is the Chief Executive Officer of Lawyer.com, the leading U.S. legal directory and lawyer-matching service that connects consumers with qualified local attorneys. She has spent over a decade building and scaling Lawyer.com’s offerings, from foundational directory services to expanded products, marketing education (including CLE courses), and industry events focused on lawyer growth and digital strategy. Joyce previously served as President and Senior Vice President of Lawyer Services, developing deep expertise in management, online legal marketing, and business development before becoming CEO in 2024. Under her leadership, Lawyer.com has experienced significant growth and expanded its role in helping lawyers with client acquisition, thought leadership, and industry engagement. Joyce also brings a background in marketing and publicity from earlier roles, including directing marketing and public relations at PopStar.com, and holds a Bachelor of Arts from the University of Illinois, graduating magna cum laude in liberal arts and sciences.

Connect with Colleen Joyce:

Website: http://www.lawyer.com/

LinkedIn: https://www.linkedin.com/in/colleenjoyce/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Amy Wood discuss:

• Cultivating inner balance
• Training your career like an athlete
• Building the four pillars of success
• Managing energy and embracing growth

Key Takeaways:

• Focus on inner balance rather than chasing work–life balance. Intentionally manage your energy, mindset, and relationships to sustain long-term professional performance.
• Treat your career like elite athletic training by consistently prioritizing physical health, restorative sleep, and daily self-care as essential foundations for mental sharpness.
• Surround yourself with the four pillars of success: a genuinely supportive network, a solution-oriented mindset, deliberate self-care, and engaging, nourishing diversions that spark creativity.
• Protect and invest your energy wisely, design environments that actively inspire focus, and embrace mistakes as valuable opportunities for growth, reflection, and learning.

"When you're thinking about your energy, look at it like a battery that needs to be recharged." —  Amy Wood

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Amy Wood: Dr. Amy Wood is a licensed psychologist, certified executive coach, and award-winning author who has devoted her career to helping individuals and organizations articulate and arrive at new and more empowering versions of success.

In particular, she is known for helping individuals and organizations to edit down overwhelm to their own customized productivity and happiness essentials. With a doctorate from Adler University and a prior career in communications, she inspires transformation with a unique blend of humor, directness, and psychological insight. Dr. Wood’s intention is always to live and work in ways that bring out the best in herself and others.

Connect with Amy Wood:  

Website: https://amywoodpsyd.com/

LinkedIn: https://www.linkedin.com/in/amywoodpsyd/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Susan Filan discuss:

• Reclaiming life before life demands it
• Asking the questions that change everything
• Stepping off the professional hamster wheel
• Choosing authenticity over performance

Key Takeaways:

• Near-death experiences show how fragile, temporary, and precious life truly is. Fulfillment starts when we stop postponing purpose and intentionally live each day in alignment with what truly matters most.
• Fear often hides our deepest desires, but asking the right questions clearly reveals them. Imagining our future self at the end of life helps guide decisions toward what we genuinely want and value.
• Overwork often masks misalignment with our own integrity, health, and needs. Sustainable progress begins by recognizing limits, slowing down, and making intentional changes that honor both well-being and meaningful work.
• Long-term fulfillment cannot grow from roles we play to please others or meet external expectations. True joy and inner peace emerge when we live, work, and lead consistently in alignment with our authentic selves.

"I can't outsource my happiness. So if I'm not happy today with what I have, where I am... I'm not going to be happy then when I get it." —  Susan Filan

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Susan Filan: Susan is a former prosecutor and MSNBC Senior Legal Analyst turned transformational speaker and life strategist. With over 30 years in high-stakes arenas—from prosecuting cold-case murders to defending clients on death row and analyzing national cases on cable and network television—she has faced some of the toughest challenges imaginable. Her greatest trial, however, came in a near-fatal accident that became her ultimate wake-up call, inspiring her to help others transform crisis into clarity and purpose. Susan blends legal grit, neuroscience, and spiritual insight to guide high achievers in breaking free from limiting beliefs, reigniting their deepest dreams, and creating lives of joy, fulfillment, and impact. Known as The Wake-Up Call Speaker and The Architect of Reinvention, she delivers keynotes, private strategy sessions, immersive retreats, and media appearances designed to awaken potential, spark transformation, and help people reinvent their lives from the inside out.

Connect with Susan Filan: 

Website: https://susanfilan.com/

LinkedIn: https://www.linkedin.com/in/susanfilan/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Dustin Ruge discuss:

• Strategic decision-making in choosing clients
• Communicating value through intentional sales processes
• Adapting to AI-driven shifts in legal labor
• Rebuilding legal services through integrated ecosystems

Key Takeaways:

• Choosing which cases to decline becomes a powerful profitability strategy. Disciplined selection protects focus, energy, and long-term growth. The strongest outcomes come from working only with motivated, well-aligned clients.
• Modern legal sales depend on uncovering client needs rather than presenting credentials. Deep qualification shapes tailored solutions that build trust and clarity. Firms that master value communication thrive as outcomes matter more than hours.
• The billable hour strains against rising expectations for efficiency and transparency. Automation is absorbing routine intake and associate-level work. Firms that embrace value-based pricing gain an advantage in a reshaped landscape.
• AI is transforming a fragmented industry into cohesive, streamlined platforms. New business structures and investments accelerate disruption and innovation. Lean, automated operations create opportunities in underserved markets.

"The first meeting is all about the client, the second meeting is all about you." —  Dustin Ruge

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Dustin Ruge: Dustin W Ruge is known as one of the most respected and trusted sales, marketing, and business growth coaches in the nation. In addition to his numerous books and publications, Dustin frequently appears and is referenced in major news and trade publications, business shows, and trains and keynotes at conferences across the nation. Dustin’s career includes over 27 years’ experience, ranging from technology startups to Fortune 500 companies, where he has received numerous awards and recognition for his work.

Dustin graduated from the University of Nebraska – Lincoln and currently lives in Scottsdale, Arizona.

Connect with Dustin Ruge: 

Website: https://dustinruge.com/

LinkedIn: https://www.linkedin.com/in/dustinruge/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Pam Meissner discuss:

• Aligning strengths with strategy
• Addressing operational challenges
• Clarifying compensation and career paths
• Maximizing long-term firm value

Key Takeaways:

• Successful firm growth depends on matching personal strengths to business goals. Chasing clients or revenue alone does not ensure satisfaction or long-term success. Intentional planning creates a foundation for sustainable growth and fulfillment.
• Lawyers often face cash flow issues, staff management, and unclear compensation. These operational gaps can lead to stress and sleepless nights if unchecked. Recognizing and addressing challenges early safeguards both firm and personal well-being.
• Open conversations about pay and partnership tracks motivate legal professionals. Transparency fosters equity and encourages long-term commitment from team members. Clear structures help attorneys understand their role in firm growth and success.
• Profitability, efficient systems, and reducing single-owner dependency matter most. External guidance, such as fractional CFOs, can help firms overcome growth plateaus. Strategic planning ensures the firm remains valuable for exits or future opportunities.

"Everybody wants more money, and they don't realize it comes with problems, and they don't realize that we all get paid for solving problems, but you have to pick the problems you're really good at solving, because if you're solving problems that you're not good at, you're going to be miserable." —  Pam Meissner

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

HireParalegals: https://hireparalegals.com/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Pam Meissner: Pam Meissner is the COO, Director of Client Services & CFO at CathCap. She is a seasoned CPA and financial executive whose career spans public accounting, multinational corporations, and entrepreneurial ventures. She has served as a CPA, CFO, COO, CEO, and even a stay-at-home mom, bringing a rare combination of technical expertise and real-world business insight to every role. Now at CathCap, Pam leverages her decades of experience to guide clients in financial strategy, operational excellence, and coaching, helping businesses achieve sustainable growth and success.

Connect with Pam Meissner:

Website: https://cathcap.com/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Adam Williams discuss:

• Planning taxes proactively
• Exploring creative tax strategies
• Building a professional team
• Implementing actionable year-end steps

Key Takeaways:

• Most law firms wait until filing to address taxes, missing savings opportunities. Working with a tax strategist year-round aligns decisions with long-term goals. Proactive planning uncovers ways to reduce liabilities and strengthen financial outcomes.
• Techniques like the Augusta rule, hiring family members, and royalty setups save money. Advanced structures such as captive insurance can provide additional tax benefits. Knowing these options allows law firms to tailor strategies to their unique situation.
• Successful tax and business strategies require bookkeepers, advisors, and strategists. Delegating responsibilities reduces personal burden while improving firm performance. A strong team empowers owners to focus on growth and long-term success.
• Year-end is ideal for accelerating deductions and making tax-advantaged purchases. Prepaying vendors or investing in marketing can reduce taxable income efficiently. Evaluating current practices ensures every opportunity for savings is captured.

"If they don’t bring you ideas throughout the year, you don’t have a tax strategist. You have a tax preparer." —  Adam Williams

Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.

Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/

Thank you to our Sponsor!

Rankings.io: https://rankings.io/

HireParalegals: https://hireparalegals.com/

Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/

About Adam Williams: Adam started this business out of frustration with accountants who congratulated him for having a large tax bill.

As a serial entrepreneur, Adam is inspired by entrepreneurship and small business, direct response marketing, non-traditional and unexpected solutions, mindset & personal development, helping create businesses that serve the owners, and high-performance driving.

Adam received his undergraduate degree in Business from Penn State Behrend and his MBA and J.D. from the University of Pittsburgh. A Cathedral Prep graduate and active member of the community, Adam has served on the Board of Directors for the Erie County Bar Association, Lakeshore Community Services, the Innovation Collaborative, and the Erie Art Museum. He was named to the 2013 Erie Reader 40 Under 40, and has also been listed as a Pennsylvania Super Lawyers Rising Star in 2016, 2017, 2018, and 2019. 

Connect with Adam Williams: 

Website: https://www.pennywise.tax/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Instagram: @fretzinsteve

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn't Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.