Your Profitable Law Firm

Your Profitable Law Firm

By Kelley BrubakerBusinessEntrepreneurship
Download on the App Store

Your Profitable Law Firm episodes

  • Ep 147 | Why Law Firm Owners Undercharge… And How It’s Costing Them Profit with Vanessa Ugatti

    How to Get Paid Your True Worth Ethically ... by Overcoming Fear, Raising Self-Worth, and Changing Pricing Habits with Vanessa Ugatti

    UPDATE: Vanessa's book, How to Get Paid Your True Worth Ethically, Without Selling Your Soul, is now available to purchase. Here’s the link: https://www.vanessaugatti.com/book And the U.S. Amazon link: https://a.co/d/0eiyysNO

    This is thirteen years of work distilled into one book. It brings together Vanessa's unique 9 Principle True Worth Methodology™, along with practical tools and real-life stories that will help you charge with confidence and build a profitable, sustainable business.

    At its heart is the Magic Triangle, a simple yet powerful framework for balancing client value, business value and personal wellbeing.* * * * *


    Host Kelley Brubaker welcomes Vanessa Ugatti to discuss why experienced professionals undercharge, discount, over-service, and sometimes even struggle to get paid.


    Author of Amazon Best Seller True Worth, Vanessa helps lawyers get paid their true worth ethically, while keeping their clients happy and without selling their soul, by uncovering and eliminating the behaviors that cause financial loss and stress.


    Her unique True Worth Methodology™ has been honed over a 13-year period and was born out of her own painful journey from being utterly clueless at charging to confident, calm, and collected.


    They explore how subconscious habits, limiting beliefs like “the client won’t pay,” fear-driven fight-or-flight responses, and low self-worth shaped by conditioning undermine pricing and profitability even for highly qualified people.


    Vanessa’s approach is warm and empowering and Kelley connects the conversation to law firm realities, urgency, and the gap between professional training and business ownership.


    Connect with Vanessa: 

    LinkedIn: https://www.linkedin.com/in/vanessa-ugatti-legal-pricing/

    Email: [email protected]

    Website: www.thetrueworthexpert.com

    Cheat sheet: https://www.thetrueworthexpert.com/cheat-sheet-get-paid-your-true-worth


    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90

     

    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

     

    📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

     

    🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

     

    🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

     

    🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

     

    🗣️ Continue the discussion on social! 

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

    YouTube https://www.youtube.com/@profit.scale.thrive

     

    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits 

    41 min
  • Ep 160 | Tax Planning, Business Structure, and Wealth Strategy for Law Firm Owners | Mike Milligan CFP

    Tax Planning, Business Structure, and Wealth Strategy for Law Firm Owners | Mike Milligan CFP


    Mike Milligan is a Certified Financial Planner, founder of 1.oak Financial, and author of The One of a Kind Financial Plan. In this episode, Mike joins Kelley Brubaker for a conversation that jumps straight into the deep end on taxes, financial planning, and the real difference between tax prep and tax planning. They cover why most business owners overpay taxes without knowing it, how proper business structure reduces your tax burden, the specific strategies available to law firm owners from the Solo 401k to the Augusta Rule to geographic arbitrage, and why your biggest expense in life is almost certainly taxes. Mike also shares the collard sandwich story behind 1.oak Financial and his grandmother's influence on how he thinks about money, clients, and building a business that actually serves people.


    Connect with Mike:

    Website: https://1oakfinancial.com 

    Radio show and question submission: https://1oakradio.com 

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

    YouTube: https://www.youtube.com/@1.oakfinancial 

    Instagram: https://www.instagram.com/1oakfinancial/ 

    Text IDEAS to 600-700 to reach Mike directly


    Books by Mike Milligan:

    • The One of a Kind Financial Plan

    • Retirement Deja Vu


    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90

    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

    Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P


    Check out my free resources here: https://www.profitscalethrive.com/link-in-bio


    Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact

    Continue the discussion on social!

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

    YouTube: https://www.youtube.com/@profit.scale.thrive


    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #TaxPlanning #FinancialPlanning #WealthStrategy

    59 min
  • Ep 159 | How Law Firms Can Use AI to Fix Intake, Compress the Sales Cycle, and Stop Losing Clients | Len Ward

    How Law Firms Can Use AI to Fix Intake, Compress the Sales Cycle, and Stop Losing Clients | Len Ward


    Len Ward is the founder and CEO of Commexis, an AI consulting and product development firm that began on Wall Street and evolved through digital marketing into AI-powered systems. In this episode, Len joins Kelley Brubaker to talk about what law firms are getting wrong about AI, why potential clients are arriving at firm websites already informed and impatient, and what practical steps small law firms can take right now to fix intake, remove friction, and compress the sales cycle. Len breaks down how to build a data room, how AI chatbots should be trained and why most aren't, why ranking on ChatGPT is fool's gold, and what the biggest AI mistake law firms are making heading into the next 18 months.

    Connect with Len:

    Website: https://commexis.com 

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

    YouTube: www.youtube.com/@commexis 


    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90


    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

    Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

    Check out my free resources here: https://www.profitscalethrive.com/link-in-bio

    Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact

    Continue the discussion on social!

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

    YouTube: https://www.youtube.com/@profit.scale.thrive


    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #AI #LegalTech #LawFirmMarketing

    53 min
  • Ep 158 | How Law Firms Can Use Press Releases to Build Credibility and Get Media Coverage | Mickie Kennedy

    How Law Firms Can Use Press Releases to Build Credibility and Get Media Coverage | Mickie Kennedy


    Mickie Kennedy founded eReleases 28 years ago to help small businesses and professional service firms get real media coverage through press release distribution. In this episode, Kelley Brubaker talks with Mickie about how law firm owners can use press releases to build credibility, get picked up in national and trade publications, and convert prospects at a higher rate than paid advertising. Mickie breaks down what makes a press release actually get picked up by journalists, how to use AI correctly when writing one, why the headline for a press release is nothing like a blog post headline, and how one company converted at 17% from earned media coverage versus 3% from paid ads. If you've ever been quoted in an article and felt like you should be doing more of that, this episode is the roadmap.


    Connect with Mickie:

    Website: www.ereleases.com

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

    Email: [email protected]

    Toll-free: 800.710.5535

    Case studies: https://www.ereleases.com/case-studies/

    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90


    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up


    Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P


    Check out my free resources here: https://www.profitscalethrive.com/link-in-bio

    Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact


    Continue the discussion on social!

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

    YouTube: https://www.youtube.com/@profit.scale.thrive


    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #PressRelease #LegalMarketing #LawFirmMarketing

    44 min
  • Ep 157 | Succession Planning, Selling Your Firm, and Private Equity in Law with Ed Alexander

    Succession Planning, Selling Your Firm, and Private Equity in Law | Ed Alexander


    Business attorney Ed Alexander joins Kelley Brubaker to talk through one of the most avoided topics in law firm ownership: what happens when you're ready to step away. Ed has worked on succession plans, mergers, and law firm sales well into the hundreds, and he breaks down why waiting until you're ready to retire is already too late. The conversation covers the three types of law firms and how sellable each one actually is, what buyers look for in financial records, why partnership agreements need a succession plan from day one, and Ed's candid take on private equity's growing role in the legal industry.


    Connect with Ed:

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

    Free resource: Guide to Selling Your Florida Law Practice — www.ExitMyLawPractice.com

    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90


    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up


    Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P


    Check out my free resources here: https://www.profitscalethrive.com/link-in-bio


    Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact

    Continue the discussion on social!

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

    YouTube: https://www.youtube.com/@profit.scale.thrive


    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #SuccessionPlanning #PrivateEquity

    52 min
  • Ep 156 | How Law Firms Can Use AI to 2X to 10X Their Productivity | Joe Popper

    How Law Firms Can Use AI to 2X to 10X Their Productivity | Joe Popper


    Joe Popper, founder of Popper Tech Team and returning guest, joins Kelley Brubaker for their third conversation to break down how law firm owners can use AI to dramatically improve productivity. Joe walks through the four levels of AI adoption, from basic prompting tools like ChatGPT and Copilot up through AI agents doing autonomous work in the background. He explains how IKEA turned an AI-driven workforce shift into over a billion dollars in new revenue, why attorneys should stop worrying about AI replacing them and start focusing on using it to eliminate low-value tasks, and what agentic AI looks like in a real business setting. He also closes with a critical cybersecurity reminder about wire fraud and how AI is making phishing attacks harder to detect than ever.


    Connect with Joe:

    Website: https://poppertechteam.com

    Personal site: https://card.onetapconnect.com/joepopper

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

    Email: [email protected]


    Previous episodes with Joe:

    • Episode 154: Is Your Law Firm IT Actually Good or Just Fine?

    • Episode 149: Joe Popper Shares Why Law Firms Are Easy Targets for Cybercrime (and What to Do About It): https://youtu.be/arNu-sjOYyE

    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90

    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content.

    Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

    Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

    Check out my free resources here: https://www.profitscalethrive.com/link-in-bio

    Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact

    Continue the discussion on social!

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

    YouTube: https://www.youtube.com/@profit.scale.thrive


    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #AI #LegalTech #ArtificialIntelligence

    51 min
  • Ep 155 | Why Your Law Firm Needs CFO-Level Thinking (Not Just a Bookkeeper) with Natalia Zacharin

    Why Your Law Firm Needs CFO-Level Thinking (Not Just a Bookkeeper) | Natalia Zacharin

    Most law firm owners assume that having a bookkeeper and a tax person means their finances are covered. Fractional CFO and bookkeeping expert Natalia Zacharin of Zacharin Consulting joins Kelley Brubaker to explain why that assumption leaves dangerous gaps. In this conversation, Natalia breaks down why bookkeeping done without financial analysis is just data entry, why nearly 90% of financials she reviews are inaccurate despite having taxes filed, and what CFO-level thinking actually looks like in a growing law firm. She also shares real stories of double-booked revenue, undetected fraud, and the cash flow blind spots that quietly derail profitable firms.

    Free resources for Your Profitable Law Firm listeners:

    Special page for Kelley's listeners with two free downloads:

    • Seven Ways to Find Money in Your Business Now

    • The Ultimate Checklist for Financial Success

    Visit: www.zacharinconsulting.com/yplf 

    Connect with Natalia:

    Website: www.ZacharinConsulting.com 

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

    Email: [email protected] 

    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 

    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up 

    Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P 

    Check out my free resources here: https://www.profitscalethrive.com/link-in-bio 

    Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact 

    Continue the discussion on social!

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

    YouTube: https://www.youtube.com/@profit.scale.thrive 

    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

    45 min
  • Ep 154 | Is Your Law Firm IT Actually Good or Just Fine? with Joe Popper

    Is Your Law Firm IT Actually Good or Just Fine? | Joe Popper


    Most law firm owners say the same thing when asked about their IT: "It's fine. I have a guy." But is fine actually good? IT expert Joe Popper joins Kelley Brubaker to break down the real business cost of reactive IT, why law firms are measuring IT success the wrong way, and what proactive IT support actually looks like. Joe explains the difference between paying for problems to get fixed versus paying to prevent them entirely, walks through the real math behind IT costs versus lost revenue, and shares why the threshold for needing an in-house IT person is now 500 to 1,000 employees. If your firm has ever lost billable time to a tech problem, this episode is for you.


    Connect with Joe:

    Website: https://poppertechteam.com

    Personal site: https://card.onetapconnect.com/joepopper

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

    Email: [email protected]


    Services Joe's firm provides:

    Cybersecurity and compliance audits

    AI-First strategy consulting

    Onboarding and IT optimization

    Security posture and audit readiness

    Proactive IT strategy and risk reduction


    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90


    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up


    Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P


    Check out my free resources here: https://www.profitscalethrive.com/link-in-bio


    Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact


    Continue the discussion on social!

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

    YouTube: https://www.youtube.com/@profit.scale.thrive


    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

    49 min
  • Ep 153 | How AI Is Changing Law Firms Forever with Aaron Shechet

    AI for Law Firms: Custom AI Agents, Flat-Fee Disruption & Secure Workflows with Aaron Shechet

    On the Your Profitable Law Firm podcast, host Kelley Brubaker interviews attorney and AI builder Aaron Shechet, who shares how a rare cancer diagnosis in 2023 pushed him to explore AI to keep his busy litigation practice moving, including work on a California Supreme Court case. 

    After building internal AI tools and a sourdough app, he began creating narrowly tailored, secure AI workflow solutions for lawyers and other professionals, emphasizing minimal data retention and human review guardrails (avoiding legal research and automatic court filings). 

    Aaron explains how AI can streamline transactional drafting and litigation documents by leveraging a firm’s own forms and prior work, and how faster production may accelerate a shift from hourly billing to flat fees. He also introduces his beta platform, Veilgrid, a white-label AI operations and distribution platform that charges no upfront fees and takes 20% of revenue billed through it.

    00:00 Podcast Welcome

    00:46 Aaron’s Origin Story

    01:16 Cancer Diagnosis Pivot

    02:57 Sourdough AI App

    05:08 From Hobby to Lawyer Tools

    07:41 Free Custom AI Model

    08:41 Privacy and Guardrails

    11:27 Building Veilgrid Platform

    12:19 Two Ways to Use AI

    16:32 Automation Overwhelm Wins

    21:29 Law Firm Use Cases

    22:06 Drafting with Private Libraries

    24:05 Litigation Letters and Motions

    26:28 Billing Model Disruption

    27:25 Flat Fee AI Upside

    28:57 Scope Milestones Pricing

    29:44 Big Law Layoffs Debate

    30:45 Hourly Rate Trap

    31:13 AI Engines Commoditize

    33:53 DIY Law Limits

    36:34 Human Judgment Value

    39:38 Cultural Trust Gap

    42:07 Case Data Patterns

    46:44 Genie Hallucinations

    48:46 Fraud Friday Lessons

    51:20 Contact and Wrap

    Connect with Aaron: 

    Website: https://veilgrid.ai

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

    Substack: https://shechetai.substack.com

    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90

     

    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

     

    📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

     

    🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

     

    🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

     

    🗣️ Continue the discussion on social! 

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

    YouTube https://www.youtube.com/@profit.scale.thrive

     

    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

    54 min
  • Ep 152 | Why Great Service Doesn't Automatically Generate Referrals with Stacey Brown Randall

    How Law Firm Owners Can Build a Referral System (Without Asking) | Stacey Brown Randall

    Kelley Brubaker interviews referral expert Stacey Brown Randall about how law firm owners can generate consistent, high-quality referrals without asking, paying, or relying on constant networking. Stacey explains why great work alone doesn’t create predictable referrals and outlines a system-based approach that treats referrals as an ecosystem: processes that run when referrals arrive (intake, tracking, thank-you, follow-up), three plans for existing referral sources, potential referral sources, and the client experience, plus language to handle issues like poor-fit referrals. She shares practical guidance on categorizing contacts correctly in a CRM, using small “running” lists to cultivate relationships, and typical touchpoint frequency (about five to seven times per year).

    Connect with Stacey: 

    Website: www.StaceyBrownRandall.com 

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

    Roadmap to Referrals Podcast: https://staceybrownrandall.com/category/podcast/ 

    Free Monthly Training: www.StaceyBrownRandall.com/teaching

    Books:

    • Generating Business Referrals Without Asking https://www.amazon.com/dp/1683509269/ 

    • The Referrable Client Experience https://www.amazon.com/dp/1774585936 

    Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90

     

    Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

     

    📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

     

    🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

     

    🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

     

    🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

     

    🗣️ Continue the discussion on social! 

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

    YouTube https://www.youtube.com/@profit.scale.thrive

     

    #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits 

    45 min

About Your Profitable Law Firm

From the publisher's feed

Guiding law firms to overflowing profits 💰 scaled growth 🌱 and thriving lives 😎 This is your source of business insights and money mindset with a little bit of humor tossed in. Hosted by Kelley…

More shows like Your Profitable Law Firm

Pod Save America by Pod Save America

Pod Save America

87,098 Listeners

The Daily by The New York Times

The Daily

111,873 Listeners

Up First from NPR by NPR

Up First from NPR

56,396 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,148 Listeners