The Wealthy Lawyer

Building real wealth starts with building your book the right way. 

In this episode of The Wealthy Lawyer, hosts Kelly and Jeff break down how aligning your business development with your financial goals is the key to lasting success.

Learn why random growth keeps you stuck—and how a focused strategy can change everything.

📩 Connect with us:
wealthylawyer.ca

Kelly: [email protected]
Web: southren.ca
LinkedIn: @kellymargani

Jeff: [email protected]
Web: lamontwealth.com
LinkedIn: @jeffery-m-lamont

Lawyers, it’s time to stop chasing billables and start building wealth. In this episode, Jeff Lamont shares how to grow your book of business with purpose, think like an entrepreneur, and create long-term financial success—on your terms.

📩 Connect with us:
wealthylawyer.ca

Kelly: [email protected]
Web: southren.ca
LinkedIn: @kellymargani

Jeff: [email protected]
Web: lamontwealth.com
LinkedIn: @jeffery-m-lamont

Want to go from lawyer to Wealthy Lawyer? It all starts with your book of business — but not just any book. In this episode, we’re digging deep into what it takes to build your book with intention and purpose. Forget the one-size-fits-all approach.

📩 Connect with us:
wealthylawyer.ca

Kelly: [email protected]
Web: southren.ca
LinkedIn: @kellymargani

Jeff: [email protected]
Web: lamontwealth.com
LinkedIn: @jeffery-m-lamont

Success isn’t one-size-fits-all. In this episode, we’re breaking down how to grow your book, build wealth, and create a legal practice that aligns with YOUR vision—not someone else’s.

📩 Connect with us:
wealthylawyer.ca

Kelly: [email protected]
Web: southren.ca
LinkedIn: @kellymargani

Jeff: [email protected]
Web: lamontwealth.com
LinkedIn: @jeffery-m-lamont

We talked about vision last time, but today, we're digging deeper. Why do you want that version of success? Is it really yours, or are you just following someone else's path? The lawyer in the next cubicle wants this, but does that mean you should, too?

Success isn't one-size-fits-all. Your wealth growth, practice, and future should be shaped by your vision—not someone else's blueprint.

📩 Connect with us:
wealthylawyer.ca

Kelly: [email protected]
Web: southren.ca
LinkedIn: @kellymargani

Jeff: [email protected]
Web: lamontwealth.com
LinkedIn: @jeffery-m-lamont

We’re taking you on a journey to define your vision of success.

Discover how to build a legal practice that aligns with your goals and values. We’ll break down how to create a crystal-clear vision for your future, explore what money means to you, and outline expert strategies for achieving financial freedom, career fulfillment, and sustainable growth. 

📩 Connect with us:
wealthylawyer.ca

Kelly: [email protected]
Web: southren.ca
LinkedIn: @kellymargani

Jeff: [email protected]
Web: lamontwealth.com
LinkedIn: @jeffery-m-lamont

In this episode, hosts Kelly Margani, CEO at Southren Group, and Jeff Lamont, President of Lamont Wealth Strategies, introduce their mission: to help lawyers take the steps they need to take to get from where they are to where they want to be.

Kelly helps lawyers take the 'ick' out of business development and build successful and fulfilling practices, while Jeff brings decades of wealth planning experience to helping lawyers create and maintain financial security. Together, they share stories, tips and strategies - and have a little fun along the way.

𝗔 𝗻𝗼𝘁𝗲 𝗳𝗿𝗼𝗺 𝗞𝗲𝗹𝗹𝘆 𝗮𝗻𝗱 𝗝𝗲𝗳𝗳: 𝘖𝘬 𝘧𝘰𝘭𝘬𝘴, 𝘭𝘦𝘵'𝘴 𝘨𝘦𝘵 𝘳𝘦𝘢𝘭 𝘧𝘰𝘳 𝘢 𝘮𝘪𝘯𝘶𝘵𝘦. 𝘍𝘪𝘳𝘴𝘵 𝘦𝘱𝘪𝘴𝘰𝘥𝘦𝘴 𝘢𝘳𝘦 𝘏𝘈𝘙𝘋! 𝘉𝘶𝘵 𝘸𝘦 𝘥𝘪𝘥 𝘪𝘵. 𝘈𝘯𝘥 𝘸𝘦 𝘤𝘢𝘯 𝘰𝘯𝘭𝘺 𝘨𝘦𝘵 𝘣𝘦𝘵𝘵𝘦𝘳 𝘧𝘳𝘰𝘮 𝘩𝘦𝘳𝘦, 𝘳𝘪𝘨𝘩𝘵? 𝘚𝘰 𝘴𝘵𝘢𝘺 𝘸𝘪𝘵𝘩 𝘶𝘴 𝘧𝘰𝘳 𝘵𝘪𝘱𝘴 𝘢𝘯𝘥 𝘵𝘳𝘪𝘤𝘬𝘴 𝘢𝘯𝘥 𝘢𝘭𝘭 𝘵𝘩𝘢𝘵 𝘨𝘰𝘰𝘥 𝘴𝘵𝘶𝘧𝘧, 𝘣𝘶𝘵 𝘢𝘭𝘴𝘰 𝘴𝘵𝘪𝘤𝘬 𝘢𝘳𝘰𝘶𝘯𝘥 𝘵𝘰 𝘸𝘢𝘵𝘤𝘩 𝘶𝘴 𝘦𝘷𝘰𝘭𝘷𝘦 𝘢𝘴 𝘱𝘰𝘥𝘤𝘢𝘴𝘵 𝘩𝘰𝘴𝘵𝘴. 𝘛𝘩𝘪𝘯𝘬 𝘺𝘰𝘶 𝘤𝘢𝘯'𝘵 𝘬𝘪𝘭𝘭 𝘪𝘵 𝘢𝘵 𝘉𝘋? 𝘛𝘩𝘪𝘯𝘬 𝘺𝘰𝘶 𝘤𝘢𝘯'𝘵 𝘩𝘢𝘷𝘦 𝘵𝘩𝘦 𝘬𝘪𝘯𝘥 𝘰𝘧 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘧𝘳𝘦𝘦𝘥𝘰𝘮 𝘺𝘰𝘶 𝘥𝘳𝘦𝘢𝘮 𝘢𝘣𝘰𝘶𝘵? 𝘎𝘶𝘦𝘴𝘴 𝘸𝘩𝘢𝘵. 𝘠𝘰𝘶 𝘤𝘢𝘯 - 𝘺𝘰𝘶 𝘫𝘶𝘴𝘵 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘴𝘵𝘢𝘳𝘵 𝘸𝘩𝘦𝘳𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘢𝘯𝘥 𝘨𝘦𝘵 𝘢 𝘭𝘪𝘵𝘵𝘭𝘦 𝘮𝘰𝘳𝘦 𝘪𝘯𝘵𝘦𝘯𝘵𝘪𝘰𝘯𝘢𝘭, 𝘢 𝘭𝘪𝘵𝘵𝘭𝘦 𝘣𝘳𝘢𝘷𝘦𝘳 𝘢𝘯𝘥 𝘢 𝘭𝘪𝘵𝘵𝘭𝘦 𝘣𝘦𝘵𝘵𝘦𝘳, 𝘦𝘷𝘦𝘳𝘺 𝘥𝘢𝘺. 𝘞𝘦'𝘳𝘦 𝘥𝘰𝘪𝘯𝘨 𝘪𝘵 𝘳𝘪𝘨𝘩𝘵 𝘢𝘭𝘰𝘯𝘨 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶! 𝘚𝘦𝘦 𝘺𝘰𝘶 𝘪𝘯 𝘵𝘩𝘦 𝘯𝘦𝘹𝘵 𝘦𝘱𝘪𝘴𝘰𝘥𝘦. - 𝘒 & 𝘑

📩 Connect with us:
wealthylawyer.ca

Kelly: [email protected]
Web: southren.ca
LinkedIn: @kellymargani

Jeff: [email protected]
Web: lamontwealth.com
LinkedIn: @jeffery-m-lamont