The Millionaire's Lawyer - JP McAvoy

A Little About Josh Whiton

Josh Whiton creates participatory movements that empower people worldwide to directly contribute to planetary repair.

At the age of 23, he founded a tech startup that got people out of cars and onto public transit, creating jobs while reducing fossil fuel emissions and the carbon footprint of millions. For his positive impact on people and the planet, Josh was named a Champion of Change by then-president Obama. Josh’s company was also named one of the most innovative companies in transportation by Fast Company before being acquired by the Ford Motor Company to form Ford Smart Mobility.

Josh also co-founded one of the first urban farms in the southeastern United States. Still in operation today, the urban farm helps thousands of people each year to participate in a more beautiful food system.

His latest planetary innovation is orchestrating a global, people-powered movement to regenerate the Earth — MakeSoil.org.

Most people are thought how to be a good employees when they are growing up. They are taught how to follow orders, be professional, and be punctual.

A lot of the time people do not realize that Entrepreneurship is an option as a career, or what it means to be an entrepreneur.

People see and view Risk differently

1. Type 1  see it as
   • Being on their own
   • Not having that full security
2. Type 2 see it as
   • Not having a say
   • No influence of control over the corporation and day to day operations

Josh Whiton strongly suggests starting working on a few ideas and see which one emerges. There will be one that keeps you up at night with excitement, one that gets you out of bed, and that's how you know where your focus your energies.

Put something into motion and then leverage it

People may be willing to defer gratification a little bit

Josh Whiton states that it is a MYTH that you need investors as step 1.

What Level of Reality?

• Society
• Body
• Psych

You are able to organize and reorganize yourself

Josh Whiton states that we as humans are highly reconfigurable and that the only true mistake is to not update based on feedback

Being strong and complete tasks throughout the day, even if just a workout, allows you to have a confident glow about yourself as the day progresses

There are many ways to feel

Josh mentions how it is shocking how little mind awareness is within the body

JP and Josh highly recommend the book Inner Engineering

Once you realize how special the Earth actually is, you will realize that it 

Josh Whiton's tip and trick is that everyone can reconfigure themselves 

Connect with Josh Whiton:

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Youtube
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Connect with your host, JP:

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Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
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A Little About Martin Routte:

Martin Rutte is an international speaker and management consultant.  As President of Livelihood, a management consulting firm with offices in New Mexico, USA, and Prince Edward Island, Canada, he explores the deeper meaning of work and its contribution to society.  

Martin has helped many organizations position themselves for the future: The World Bank, Sony Pictures Entertainment, Southern California Edison, Virgin Records, Esso Petroleum, and London Life Insurance. 

He was the first Canadian to address the Corporate Leadership & Ethics Forum of The Harvard Business School, returning for four consecutive years.

Martin is co-founder and past Chair of the Board of the Centre for Spirituality and the Workplace, Sobey School of Business, Saint Mary’s University, Halifax, Canada.  

He is a co-author of The New York Times business bestseller, Chicken Soup for the Soul at Work, with over one million copies sold. 

His newest book, Project Heaven on Earth:  The 3 simple questions that will help you change the world … easily explore the deep yearning for the kind of world you want and the simple, easy, concrete steps you can take to make that happen.  Martin calls that discovering what Heaven on Earth is for you and activating a simple plan to begin making it real.

Connect with Martin Rutte:

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Instagram
Website
YouTube
 

Connect with your host, JP:

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Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
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A Little About Chris Miles:

Chris Miles, the Cash Flow Expert, and Anti-Financial Advisor is a leading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Chris Miles Money Show, has been featured in US News, CNN Money, Entrepreneur on Fire, and has a proven reputation with his company, Money Ripples getting his client's fast financial results. In fact, his personal clients have increased their cash flow by over $250 Million in the last 11 years!

Some great ways to free up time are the following:

• Looking into other ways to generate income
• Controlling your expenses

People generally have money just falling through their fingers unintentionally

Track what you spend your money on:

• What are your subscriptions? Do you use them?
• Buying food
• Morning coffees
• Marketing
• Employees

"Don't fill your ego, fill your bank account" - Chris Miles

Chris asks where his clients' money is locked in prison:

• RRSP's
• House
• Savings accounts
• Home equity

All the money that is in prison you should have working for you and making you more money

Once a corporation is financially sound they will notice that the Close Ratio will greatly increase. 

Chris Miles mentions some other sources of income:

• Within your own corporation
  • Memberships
  • Online products
• Referral source with a % of the sale
• Joint Venture with someone who enjoys doing all the parts you don't enjoy

Life Insurance is a great place to have your money according to Chris for the following reasons:

• Allows max Return on Investment
• You can leverage this asset
  • Like a line of credit
  • Loans, the Life Insurance PAYS YOU more interest than YOU have to PAY THE BANK
• Sheltered from taxes
• "Supercharged tax-free savings account"

Connect with Chris Miles:

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Instagram
Website
Podcast
Twitter
YouTube
LinkedIn

Connect with your host, JP:

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Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Murs Tariq:

Murs Tariq is a CERTIFIED FINANCIAL PLANNER™ and a Partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. As an author and co-host of the ‘Secure Your Retirement’ show, Murs speaks on investing with risk management, income planning, and tax planning for and during retirement. As a first-generation American, Murs was brought up with a different perspective on the value of the dollar and the importance of proper budgeting, saving, and overall financial planning. It is this upbringing that led him to his Finance degree from North Carolina State University and eventually finding his passion in shaping the financial future of others

Murs helps people achieve peace of mind while working out of Peace Of Mind Wealth Management

He strives to get people to a point where they know they do not have to worry about their finances come retirement

Principals of a Comfortable Retirement

1. Investment Management
   • Understanding the investment plan you have with your broker
2. Income Strategy
   • Social Security, Pension - when they come in, and what else we could make work for you.
3. Tax Strategy
   • Every asset is currently being taxed and the taxes keep changing. Make sure you are using the right structures for your goals
4. Estate Plan
   • Wills, Power of Attorneys, Trusts, Beneficiaries.

When you sign a Beneficiary sheet that will outweigh the Wills as that is considered your final wishes for the said account.

Murs and his team like to have a Goals conversation with their clients to figure out:

• When they plan on retiring
• How much money they currently have saved
• How much money they think they would like to spend in retirement. People who want to travel a lot require more money than people happy with a simple retirement

People get so good at making their money, being able to provide and have the cash, that they completely neglect what they are going to require in the future.

When asked about Taxes in retirement, Murs mentioned:

• Over the last 5-6 years people have been becoming more and more aware of tax implications
• ROTH Conversions are great
• Life Insurance can be used as an inheritance

Connect with Murs Tariq

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Podcast
Book
Facebook
 

Connect with your host, JP:

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Show:
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Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Andie Monet:

Andie Monet is a Business Solutions Doctor with over 30 years of experience who helps small businesses diagnose systemic challenges in business growth and customize a treatment plan, so owners can move from fear and confusion to clarity, confidence, and a thriving business today and for the long-term.  She tackles strategies in sales, marketing, finance, business development, and operations.

You have the power to choose what you think. When you are thinking something negative, it is your choice to be focusing on the negative.

Andie mentions trying to focus on the positive, and that there is always a silver lining and a positive way you can view things. Personally, Andie states she feels like the world is looking out for everyone. If something happens to you, there was a reason for it, a meaning.

It is only one day out of 100 years, it is okay, you have so much more time and life to live.

No matter the type of boss you are, there are always stresses, Andie points out two types of CEO's and states what possible stresses they have:

1. Planned CEO
2. Fly by the seat of their pants CEO

Andie states that failing is a GOOD thing, it teaches you something, shows you what works and what doesn't.

Always be in movement, you don't need to know if you're going down the right path or not, movement forward is always progressing no matter what - there are always lessons to be learned along the way

You know more today than you did a year ago; you know more today about your business, what works and what doesn't than you did a year ago

"Business Development" is a fancy way of saying "What is next for the business?"

Have a really good idea of the complimentary industry and see if there are anyways you could do collaborations with them. If they are complimentary, you may be able to share the same clientele

There is a difference between Scaling and Growing

"Process Improvement"

• Andie looks at what processes you currently have in places and figures out
  • If she can optimize it and make it work for you
  • Upgrade it
  • Time to move on
• This is all to help expedite things and make it easier for you. Just because you had a process that worked 3 years ago, doesn't mean it still does.

Tools Andie mentions she recommends:

• Quickbooks - if you get this set up correctly it is a GREAT TOOL
• Time Slips

Never be afraid to ask your customers what else they wish you offered. If you are nervous, ask the repeat clients.

MAKE. PAYMENT. EASY. If it is hard for your client to pay you, they won't, or they will be deterred in the future.

Andie observed that the more professional the business is, the harder it is for them to take a look at their own processes and amend their work better for them. 

Goal Setting

Generally Financial

Andie feels as though people should adjust their goals from "I want to make $500K this year" to "I want to be able to travel with my family and not stress about the financial aspect of it"

Plan your day ahead of time. Think of what you would like to accomplish the night before, review in the morning, and tackle that.

• This has been proven to help productivity

Connect with Andie Monet:

Website
Facebook
Instagram

Connect with your host, JP:

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Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Jason Parr and Paul Johnson:

President and CEO of Peisner Johnson, a State and Local Tax Consulting Firm. "We are the sales tax people"... we help companies gain peace of mind when it comes to sales and uses tax obligations. Parr has been with the firm for 25 years, starting as a staff assistant in 1996. He grew up in the firm and has deep knowledge regarding the pitfalls and successes of dealing with state and local taxes.

Jason and Paul  mention how things have greatly changed in the Tax world over the last few years.

E-Commerce has made a great impact on how the government and states are looking at taxing businesses.

Sales Tax

• Tax on a transaction
• 6% to 12% depending on the jurisdiction
• Different per state
• Huge deal, aka, Margin Killer, if the sales tax is unpaid
• Can ruin selling your business should you not be compliant

In 2018 there was a Taxation case in the Supreme Courts in regards to where corporations are required to be registered and compliant

Jason and Paul state how important it is to have confidence regarding your taxation and make sure you have all jurisdictions covered in which you may be collecting tax.

Collaboration builds confidence, outsource what you are not an expert in

"What's Next?" Call

1. Do I have Nexus?
2. Is what I have taxable in that jurisdiction? / Fully-taxable or partial?
3. How do I sell?
   1. Market place Facilitator
      • If you are using a place like Amazon, they do this for you.

Each state taxes differently, Jason provides the example of Supplements

• In some states, the Supplements are fully taxable
• In others, they are only partially taxable.
• You are responsible to know this.

Jason and Paul mention that there is software out there to help track

There are Monthly and Quarterly remittances

Make sure you are set up now for when you need to get there, prepare for the growth ahead of time.

Manage where you are and set up the automation for that, and then when you expand add that into the automated system.

State
And
Local
Tax

Scott LeTourneau

Both Jason and Paul feel like the Government is going to become a little bit more aggressive in regards to the corporations that are not compliant, and even those who are yet to be registered in the correct jurisdiction.

Remain consistent in your Core Values

It is hard to successfully multi-task, slow down and become really good at one thing.

Connect with Jason Parr and Paul Johnson:

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LinkedIn
What's Next Call

Connect with your host, JP:

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Show:
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Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Kelly Rippon

Kelly Rippon started her consulting company, Authentic Change, Inc., in 2006 with the mission of “Changing the world one conversation at a time.”  She's traveled extensively across Asia, Europe, and throughout the United States speaking to and interviewing hundreds of people about how the influences they met had shaped their perspectives.  Those conversations combined with her work as a college instructor, corporate trainer, and single mother of six incredible children, including her oldest son, Olympic medalist, Adam, prompted her to write, "PARENT UP" (Sourcebooks 2020) an empowering book about developing an effective leadership perspective while building resiliency, empathy, and optimism. 

While Kelly wrote her book through the eyes of a parent, but she adopts the concepts to meet the audience's needs and notes that living each day as an effective leader elevates personal competency and can be a gateway to the next level of success.  She shares stories that offer a fresh outlook that link the reader to their positive influential power.  Kelly also offers actions and behaviors that increase credibility and grow positive habits while also helping us recognize the need to discard the negative influences that work against us. 

Kelly is an educator turned traveler who used to go around giving seminars on work/life integration

She had noted that in the Legal Industry there is a lot of ridge people, a lot of tight deadlines, and it really affects how the team operates. When this happens they really need to rely on non-verbal communications and body language.

Kelly mentions to not allow your staff to be "surprise attacks", have a time or two a day where up connect with your team in a little "huddle"; this will allow you to keep your train of thought.

Schedule times with your staff to sit down and talk with them; this will elevate a lot of the pressures and stresses throughout the day.

Remove the verbal communication, have a bunch of non-verbal cues that the whole staff is aware of, Kelly states this will allow for more clarity.

There was a corporate shift that Kelly noted with COVID-19, they are as follows:

• Short and simple
• Concise
• Efficient and to the point
• No analogies, no examples, no side stories

Good leadership is good parenting; Good parenting is good leadership.

Good leaders will teach people how to be a leader instead of teaching them how to follow.

Kelly states that good leaders provide feedback in a "going forward" way.

For example, if someone is late all the time mention that this is not in character for them, ask if something is going on, and say something along the lines of 

"Showing up at 9:10 every day really impacts the progress of the office since part of our meeting is missed, going forward if you could be on time it would be greatly appreciated."

When you say "going forward" it gives off the impression of forgiveness to the employee

When asked about Habits, Kelly says:

• Actions develops behavior
• Behavior develops habit
• Habit develops character

Corporations are really developing into the "Wellness" aspect of things and making it a great focus.

Walking Meetings

• 20 minutes
• Best ideas are found to come from these
• No more than 3 staff
• bring a recorder instead of pen and paper
• brainstorm while all other sensories are being activated as well

Corporate Training has evolved from webinars to seminars, and now finally settling in on Zoom calls and the efficiency of it is tremendous

The Women's Conference

• Work-life integration
• "Breaking Scrub"

Make sure to do something every day that helps activate all of your sensors, once all of your senses are activated it allows you not to worry.

Smile File, is a great tool that Kelly mentions and uses herself to shift her mood into a positive one

• Good memories
• Celebrations
• Even could play music while looking through them

TIP OR TRICK!

Everything is temporary, so enjoy it.

Connect with Kelly Rippon:

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Website
LinkedIn
Book

Connect with your host, JP:

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Show:
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Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Sam Mollaei:

Sam Mollaei is a lawyer who runs a multi 6 and 7-figure automated virtual law firm from his bedroom while generating 400 clients a month using the Legal Funnel system. Like most lawyers, Sam struggled with getting clients consistently until he built his first Legal Funnel that changed his law firm and life forever. 

Once Sam realized his success he created Legal Funnel to hand over the secrets of success of the Legal Funnel system to lawyers ready to automate their firm with the FREEDOM to live the 4-hour workweek lifestyle and work on their own schedule. 

Legal Funnel is Sam’s passion project and it is his mission to help other lawyers and entrepreneurs grow and automate their dream virtual law firms! Sam is also the first lawyer recipient of the ClickFunnels® TwoCommaClub Award for generating over $1 million with a funnel while serving 7,600 clients from his bedroom using the exact systems he teaches inside of Legal Funnel.

How Sam was able to make Funnels a great success for law firms

Funnels are a systematic way to take action

The four key points of Funnels are the following:

1. Contact information
2. Nurturing the client relationship
3. Automation
4. Sales

Sam suggests having the funnel you are creating and making your prospects go through is detailing the client's problem in which they need to be solved.

Use the Funnel to help qualify the prospect before you give them any of your time. Through the funnel you can have them answer questions in detail you would like to know before even talking with them, you have the power to cancel the appointment as well if you feel they are not the right match for you.

Mollaei mentions that Funnels are going to be the Revolution of websites

• This is because It makes a clear call to action for all  prospects

Softwares that Sam Molaei suggests:

• Click Funnel
• Clio
• Loom
• Calendly

Sam created a Facebook group for fellow lawyers called Legal Funnel Members

When you are looking for Google Reviews, it is a good idea to ask the client first if they would be willing to, then sending them the link to do so once they say "Yes"; Sam noted that this has a higher conversion rate than just sending the link with the ask.

When Same created his web page he likes to keep it all on one page, keeps in line with the concept of "less is more" and ensures there is a clear call to action.

Make sure your website and Funnels are not about you, they are about the problem the client is struggling with.

Upon being asked what Sam thinks would be the best online virtual Marketing Plan to invest in, he stated that he does not feel that the Return on Investment is worth it in regards to the SEO aspect of things, and highly recommends running Google Ads, Facebook Ads, and youtube videos.

There are four zones that people generally work in:

• Stuff they hate
• The stuff they don't mind
• Stuff think like but are not good at
• And the stuff they like and are good at

Make sure you are working in your desired zone, the zone that works best for you

Sam mentions that he feels Stress comes when there is a lack of control

Results lag your actions by about 6 to 12 months, be patient

If you are having a hard time converting prospects to clients, remember:

• Know
• Like
• Trust

And make sure you are being clear in what you want the prospect to do

Connect with Sam Mollaei:

Website
Facebook
Instagram
Google Reviews
Legal Funnel Links
 

Connect with your host, JP:

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Facebook
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Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Karin Conroy

If you have lawyers in your audience who want to be more successful, you should talk to Karin Conroy. Karin is the Founder and Creative Director of Conroy Creative Counsel, an award-winning recognized leader that has cracked the code of smart, sophisticated, and strategic websites for law firms.

Her clients are proud of the way they look online and their firm reputation is improved because their online presence beautifully displays their experience and expertise.

Karin and her team’s goal is to enhance the success of the clients she works with through a proven online marketing process. She doesn‘t leave the success of her projects up to creative chance but uses proven systems that result in more reach and revenue through strategic branding and positioning.

At the time of the Financial Collapse Karin, with her NBA and found that there were no positions available so she created her own corporation!

Lawyers when they are in school are not taught anything about business, it is something that they have to learn on their own.

When Karin is trying to bring on new clients she always makes sure to talk about the fact that she has an NBA, she does this for the following reasons:

• Allows you to notice her on a peer level
• This shows that she will be coming in strategically to assist you with your goals
  • The why
  • What's the reason?

Understanding the firms positioning:

• Knows your target audience
• Know your messaging - specific for the area of your specialty
• Work backward from there to create the website and online presence.
  • the guy reaction to what you are looking for

General Principals of a Home Page:

• Make sure they feel like they are in the right place
• Client-focused
• Understanding the client's problems and how you can solve them (without being specific)

Law Firm websites are generally to maintain and boost reputation

• Not about the info on the website, but more testimonials, event appearances, noting what type of cases you've dealt with and how without telling them the specifics

There is a fine line between SEO Based and Content-Based websites

Karin states that there is so much more to just having a website, you need to be able to attract traffic and gain the client's confidence 

Websites are:

• First impression
• Clients validation
• Businesses messaging
• Brand Experience
• Design

Make sure you are where your clients will be; go to the local event, do the public speaking.

Borrow someones else's audience in the field you are working on - go on their podcast, have them promote and publish your blog post, you will grow your following that way.

Karin noted that the clients she started to attract once she switched from price-based to strategy-based were astonishing, they were better to deal with, there were always fewer complications, and her business was finally able to start flourishing.

Have your clientele note the value you bring to the table

Pinterest is surprising a great platform for people to leverage their business on - It is a search engine which is why it is unlike all other social media tools

Being Present is something that Karin feels is still a good thing to be, traditional marketing has not died yet and it still has an impact

Connect with Karin Conroy:

LinkedIn
Website
Twitter
Facebook

Connect with your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Joe Burns

Founder of the NextGen Millionaires™, Joe Burns doesn’t just help people increase their income, he trains innovators and industry disruptors to take command of the money in their life so they can better exert power in their decision-making, control in their pocketbooks, and leadership in their field. 

Simply put, he talks to money. The cool part? It talks back – and it has a lot to say.

Using the best practices of both the scientific and intuitive worlds, he puts shape around that message to provide simple, actionable steps that calm the chaos and give entrepreneurs back control over their relationship with money. On average, his clients more than double their monthly revenue and experience incredible personal breakthroughs.

As Mike Michalowicz, author of Profit First, wrote: “Wealth is a game of emotion. Business success is a game of emotion. It all comes down to the stories we tell ourselves about what we’re doing.”

Joe’s here to change the conversation we’re having around money so entrepreneurs can win their game.

His belief: You really are just one story away from success.

How the goal is to change how people think and interact with their money 

Joe mentions how the majority of people's relationship with money is dysfunctional.

What were the reasons Joe says he was unsuccessful?

• Was questioning if he was broken
• Noted that as he improved his relationship with himself the money ended up following.
• Joe found a greater relationship with himself and noted that he was wealthier in the process.

People generally do not think of their money unless they require something from it They never check in and see how it is doing.

Joe recommends to his client that they withdraw cash and carry some on them. Having it as a physical asset. Create a persona for your money and check in with a pen and paper, and reflect.

When you carry cash on you, you have the possibility to change someone else's day. Joe goes to tell JP about a man he helped out in an airport one day, and how he was grateful to have the cash on hand.

Mindset is everything, as Joe had started to interact with the personified cash he had, he noted that his relationship with it had changed.

In regards to cryptocurrency, Joe feels as though it creates a disassociated and note that they are currently very volatile. 

JP asks what would be the best way to move forward and create that good relationship with money, Joe Burns suggests:

• PAUSE.
  • Wait for that emotion to pass through you, wait till logic can step up.
• Collect your thoughts
• Ask your clarifying questions.

It is not a good thing to ever be defined by money, as soon as it is gone that person has lost their sense of self, their whole identity.

Joe mentions these three steps that could help you increase your income:

• Figure out who you are
• Characteristics
• Emotions and relationships with money
• Having boundaries

When is the right time to say "No"?

• Most times
• the only time you say yes is if it leads to your goals and passions
• Passion allocations like charities

"Stagnant water does not create life"

Connect with Joe Burns:

Website
Twitter
Facebook
LinkedIn

Connect with your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website