BE THAT LAWYER

In this episode, Steve Fretzin and Niraj Chhabra discuss:How law firm financial planning is different from the average person. Building a relationship on education first with your financial advisor. Avoiding outgrowing your income. Understanding your expenses now to know what you need for the future. Thinking about and planning for long-term care.  Key Takeaways:Attorneys need more than just retirement planning, but it is often overlooked. Your savings should increase in proportion to your income and everything else. If you think creatively, there are ways to use time and money to your advantage for the future that isn’t taxed. Everyone considers monthly costs, but many do not consider seasonal budget items like traveling expenses or holiday budgets.  "Whether you make $100K per year or $1M per year you have the same limits on how much you can put into your 401K and defer on your taxes. So we got to find creative ways to get that money to work outside of the bank account, we have to find creative ways to defer taxes and take advantage of vehicles that other folks may not be taking advantage of." —  Niraj Chhabra Email Steve at Steve@Fretzin.com for a chance to audit one of his exclusive rainmaker round table groups in April! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The Power of Less: The fine Art of Limiting Yourself to the Essential…in Business and in Life by Leo Babauta: https://www.amazon.com/Power-Less-Limiting-Yourself-Essential/dp/1401309704 About Niraj Chhabra: Niraj Chhabra is the Managing Director of SideBar Advisors. Before launching the firm in 2022, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops. Connect with Niraj Chhabra:  Website: https://sidebaradvisors.com/Show: https://sidebaradvisors.com/podcasts/LinkedIn: https://www.linkedin.com/in/nirajchhabra/LinkedIn: https://www.linkedin.com/company/sidebaradvisors/Facebook: https://www.facebook.com/SideBarAdvisors/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Sean Klunder discuss:Why law firms tend to run behind other types of businesses in marketing. Understanding your SEO strategy. Individual lawyer marketing versus law firm marketing. Alignment and consistency in messaging in all areas of your firm. Watch out for fool’s gold to ensure you’re swimming in the blue ocean.  Key Takeaways:There is a difference between Marketing and marketing. Without a strategy, it is all just random acts of marketing.Sales patterns have changed over the last few years. People are taking themselves 60-70% through the sales cycle online digitally before ever contacting the law firm. Identify your unique differentiator. Use the three pillars to help identify that: what do you do, who do you help, and what makes you different.Be targeted to who you’re disseminating your message. Where are those targets digitally? Are you also there?  "It is really important to have that strategic focus before jumping directly into the tactical execution." —  Sean Klunder Email Steve at Steve@Fretzin.com for a chance to audit one of his exclusive rainmaker round table groups in April! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: Blue Ocean Strategy by W. Chan Kim and Renee Mauborgne: https://www.amazon.com/Blue-Ocean-Strategy-Uncontested-Competition/dp/1591396190 About Sean Klunder: Sean Klunder is a seasoned marketing transformation expert with a particular skill set in digital marketing. He combines his business strategy expertise with marketing transformation and execution to help law firms with explosive growth. Sean has worked with numerous law firms to develop business growth strategies, brand transformations, customized digital marketing strategies, implement the latest digital marketing initiatives, automate marketing using integrated technologies, and build reporting systems to illustrate ROI.Prior to his fractional CMO role, Sean was Senior Vice President of Marketing and Product Management at Korn Ferry International. He was also Vice President of Marketing and Digital Development at World Book (a Berkshire Hathaway company), and Divisional Vice President at ETA/Cuisenaire. For 9 years Sean was also an Adjunct Professor of Digital Marketing at the Lake Forest Graduate School of Management where he developed his own curriculum and trained MBA candidates on strategically growing businesses through modernized digital marketing. Because of Sean’s successes in helping law firms develop and implement customized marketing strategies, he developed a proven approach to help law firms strategically grow. Connect with Sean Klunder:  Website: https://www.lawfirm-cmo.com/Email: sklunder@lawfirm-cmo.comLinkedIn: https://www.linkedin.com/in/sklunder/LinkedIn: https://www.linkedin.com/company/law-firm-fractional-cmos/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Pamela DeNeuve discuss:The importance of empathy, compassion, and a trusted listening ear. Why anxiety, stress, and depression often start in law school. What to do (and not to do) in the morning to have a better day.Overcoming the busyness and stress of being a lawyer.  Key Takeaways:11%, that’s 11 out of 100, lawyers are struggling with suicidal ideation. Please know, there is help out there and you are not alone. The conversation and culture need to change in the legal industry. While resources do exist, in many firms, there has been a stigma to any lawyer taking advantage of mental health resources. You must set yourself up for the next day, and that begins before you leave the office. Select what is going to be done first the following morning then there’s no question about what is going to happen. Do an hour and a half worth of work before you touch the phone or your email and you will feel like you have momentum to your day. If you can start with meditation before that, it will give you a great foundation to start the day.  "It starts the night before. You’ve got to prepare, to set yourself up for the next day. How you start your day will determine the rest of your day. You can't be sloppy or haphazard." —  Pamela DeNeuve Email Steve at Steve@Fretzin.com for a chance to audit one of his exclusive rainmaker round table groups in April! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: 988 Suicide & Crisis Lifeline: https://988lifeline.org/Lawyer Well-Being Report: https://lawyerwellbeing.net/the-report/ About Pamela DeNeuve: Pamela specializes in helping lawyers to increase productivity and to scale their law practice while building their book of business. She began coaching lawyers in Los Angeles, California, in 1992. She advocates for attorneys to succeed without sacrificing their mental, emotional, and physical well-being. She created and delivered courses to Bar Associations throughout the USA. She has also spoken internationally to empower the legal profession. Pamela also produced an international podcast, Lawyer of the Week. Pamela has negotiated deals for AM100 law firms. She is a Peer Reviewer for the NATIONAL TASK FORCE ON LAWYER WELL-BEING, published by The American Bar Association in 2017. She is a contributor to Huff Post and Medium and has written over 200 articles regarding Lawyer Well-Being. Pamela’s new book published by Globe Law and Business, “Thriving in a Multi-Generational Law Firm: How to Increase Communication and Collaboration Among Lawyers” can be ordered online. #lawyercoach #lawyerwellbeing #stressrelief #productivity Connect with Pamela DeNeuve:  Website: https://www.pameladeneuve.com/Email: pamela@pameladeneuve.comBook: https://www.pameladeneuve.com/bookLinkedIn: https://www.linkedin.com/in/pameladeneuve/Twitter: https://twitter.com/DeneuvePam40790Facebook: https://www.facebook.com/pamela.deneuve/Facebook: https://www.facebook.com/pamelalawfirmstrategist/Instagram: https://www.instagram.com/pdeneuve/Instagram: https://www.instagram.com/makinglawyersrich/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Marco Brown discuss:Changing your mindset to overcome limitations placed on you by yourself or your family. Leveraging the knowledge of those who came before you. Learn and implement the sales skills you didn’t learn in law school. Leveraging your attorney referral sources.  Key Takeaways:Learn how to sell. Even before you are making it rain, you can turn a potential client into a client through sales and closing. You are not better than sales. As a lawyer, you sell high-level concepts (arguments, negotiations, etc.) every single day. Be aggressive with the sale when you are the right person to help the potential client because you know you can help them solve their problem. Not all referral sources are created equal. Question and qualify potential referral sources to understand how you can help them and they can help you.  "Really successful people curate the people around them. That’s perfectly acceptable! You want to be around the people who share your values and who benefit you the most and you can benefit them." —  Marco Brown Email Steve at Steve@Fretzin.com for a chance to audit one of his exclusive rainmaker round table groups in April! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: Alex Hormozi: https://www.linkedin.com/in/alexhormoziLee Rosen: https://www.linkedin.com/in/leewrosen/Grant Cardone: https://www.linkedin.com/in/grantcardone/The Jordan B Peterson Podcast: https://www.jordanbpeterson.com/podcast/Brett Trembly: https://www.linkedin.com/in/bretttrembly About Marco Brown: Marco grew up in a small village in Alaska called Cold Bay (population 85). He never did manage to graduate from high school, getting his GED before moving on to college, and eventually graduating with honors from law school.In 2010, Marco and his wife, Demaree, moved to Utah and Marco started Brown Family Law, with no clients and no network, on the floor of their condo. They were $160,000 in student loan debt at the time.Since then, Marco has been awarded Utah Family Law Attorney of the Year, as voted on by his peers in the Utah Bar Association. Brown Family Law has grown and helped over 4000 through divorce and family law situations in Utah, and its expanding beyond Utah to help people in other states.In his free time, Marco spends most of his time with his wife and three kids. He also loves to cook and travel, usually to Italy. For exercise, he does what he enjoys: walking and lifting heavy things and puts them down.#Utah#DivorceAttorney #BrownFamilyLaw Connect with Marco Brown:  Website: https://www.brownfamilylaw.com/Email: marco@brownfamilylaw.comLinkedIn: https://www.linkedin.com/in/marcocbrownTikTok: https://www.tiktok.com/@divorceattorney Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Ashley Robinson discuss:Creating a life on purpose. Niching down your business to focus on who you want to work with. Where lawyers need help with putting their marketing money. Understanding what potential clients (and Google) are seeing when they look at your website. Working with your marketing company to know what’s happening now and what the future holds.  Key Takeaways:Plan to be present in your relationships and in your business. Marketing isn’t bad, but a lot of nuance and strategy goes into understanding what you need for your firm specifically. You need to understand your goals before you start building your marketing plan. Does your client speak to your greatness? Or does it speak to your client’s pain points?  "It's on me to bring you qualified leads, it's on you to be a good lawyer and to convert those leads into clients." —  Ashley Robinson Email Steve at Steve@Fretzin.com for a chance to audit one of his exclusive rainmaker round table groups in April! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: Buy Back Your Time by Dan Martell: https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X About Ashley Robinson: Ashley Robinson is the founder of Green Cardigan Marketing; a boutique marketing agency who specifically targets the unique marketing needs of the legal industry.   Connect with Ashley Robinson:  Website: https://greencardiganmarketing.com/LinkedIn: https://www.linkedin.com/in/ashleyrobinsongcm/LinkedIn: https://www.linkedin.com/company/green-cardigan-marketing/Facebook: https://www.facebook.com/GreenCardiganMarketingInstagram: https://www.instagram.com/green_cardigan_marketing/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Scott Simmons discuss:Selling and following up without upsetting people.Getting out of the race to the bottom and reframing old ways of thinking.Dueling banjos of business development.The power of “how can I help?” and becoming more than just the lawyer. Key Takeaways:What you’re really competing against is lawyer apathy, not other lawyers.You care more when they are your clients than you do when they are handed to you. There is a huge amount of fun in winning the work.Just start with 30 minutes. If you keep repeating that is going to be huge compared to doing nothing.Be nosy. If it is something or someone that interests you, keep asking questions. People love to talk about themselves and their business.You cannot serve everybody. When you narrow it down, your messaging becomes clear. "AI is just going to keep getting better and better and better. And this idea that lawyers continue to be document drafters and researchers if we carry on down that road, that kind of apathy, that will be the end of the profession. Reframing who we are and how we do things, that's absolutely vital." —  Scott Simmons Email Steve at Steve@Fretzin.com for a chance to audit one of his exclusive rainmaker round table groups in April! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: Rob Hanna: https://www.linkedin.com/in/roberthannaEat Their Lunch by Anthony Iannarino: https://www.amazon.com/Eat-Their-Lunch-Customers-Competition/dp/0525537627 About Scott Simmons: Scott is a toolbox for turning lawyers into rainmakers. After a successful career in law where he faced similar situations to the lawyers of today, he discovered a love of coaching and training that has seen him coaching young lawyers on how to build their own careers, and more senior executives to become rainmakers. He offers bespoke training and coaching to legal professionals at all stages of their career and has developed The BD Breakthrough Blueprint™, a digital education course aimed at helping lawyers take their first steps towards becoming 21st-century trusted advisors. Scott is a husband and father and an avid movie lover, so do not be surprised when he includes a BD analogy relating to ‘Jaws’ or ‘When Harry Met Sally’ into any training or coaching session. To get your copy of The BD Breakthrough Blueprint™, head to legalbalanceinstitute.thinkific.com..  Connect with Scott Simmons:  Website: https://legalbalance.co.uk/Book: https://legalbalanceinstitute.thinkific.com/YouTube: https://www.youtube.com/@legalbalance  LinkedIn: https://www.linkedin.com/in/scottsimmonsbdm/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Martin Lopez discuss:The three tenets of curiosity. Being interested in the other person.Peeling the onion to understand the other person’s problem. Tips to foster deeper connections between lawyers and clients to improve relationships.  Key Takeaways:You’re not building trust when you’re talking at someone. You need to connect with them to build rapport and trust. Nobody asks for a pitch unless they explicitly ask for it, then it’s answering a question.It is not about answering questions, it’s about asking questions. Once you start answering questions you’ve lost control of the meeting if the foundation is not yet built. Take yourself out of the picture so you can better understand and assist your clients with their problems. Tension, frustration, and anxiety arise when needs are not being met. "There's three tenets or three foundations of curiosity: trust, safety, and respect. The more trust they have in you, the more safe they feel, and the more respect that you have between each other, the more they're going to open up and start sharing." —  Martin Lopez Find out more about the Bootstrap Your Marketing to Build Your Personal Brand Event at: https://fretzin.com/events Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: Heroic - https://www.heroic.us/Areté: Activate Your Heroic Potential by Brian Johnson - https://www.heroic.us/arete About Martin Lopez: Martin Lopez is a Speaker, Author, Trainer, and Master Coach in the personal development industry. His book The Curiosity Theory is a powerful methodology that radically changes the way we look at life, the way we look at ourselves, and the way we look at each other. Martin’s gift is strengthening professional and personal relationships by applying curiosity thus improving communication and collaboration at a fundamental level. The result… individuals, teams, and organizations work together more openly and efficiently. During his 35+ years in business, Martin has seen opportunities lost due to misaligned energy, conflict, and self-sabotaging communications. Almost every time, the issues were fixable: • Simple misunderstandings • Personal disagreements • Fear-driven distrust The Curiosity Theory is the culmination of his search for answers on how to transform the tension and destruction he found in conflict into connection, creativity, and results. Martin is a graduate of the University of Santa Monica’s Spiritual Psychology program and holds multiple certifications in Coaching, Communication, and Mental Performance.He lives at the beach in San Diego with his fiancé Ingrid and his two boys Jordan & Diego. In addition, he is a Real Estate Professional with over 35 Years of Experience, Former Founder and Vice-President of Equity National Funding, Former Record Producer & Jazz Musician (Piano & Saxophonist). He also leads men’s groups and teaches a course called “BREAKTHROUGH” dedicated to helping people powerfully communicate with clarity, love, and kindness.  Connect with Martin Lopez:  Website: https://www.thecuriositytheory.com/Cell Phone: 619-838-1553The Curiosity Theory Book: https://www.thecuriositytheory.com/thecuriositytheorybookLinkedIn: https://www.linkedin.com/in/mrmartinlopez/Facebook: https://www.facebook.com/profile.php?id=100025535526690Instagram: https://www.instagram.com/thecuriositytheory/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Steve Fretzin and Nermin Jasani discuss:Setting and implementing the plan to achieve your goals. Understanding what is realistic for a quarterly goal. Listing out the micro steps and adding them to your calendar for achievable goals. Monitoring your metrics that move the needle forward.Utilizing time and calendars to make your day work for you. Key Takeaways:Give yourself milestones along the way to keep you on track to achieving your goals. The goal with planning is to make sure you aren’t burning yourself out while still making forward progress. Leverage the tools and resources at your fingertips that you’re already using to help make your goals come to fruition. You won’t know where you are unless you track the data. The data gives you accountability and allows you to gamify your goals.  "Give 100% of yourself to that one thing. Then when you achieve that, you’re going to feel the motivation, the fuel, the confidence to go to the next big project you want to tackle." —  Nermin Jasani Find out more about the Bootstrap Your Marketing to Build Your Personal Brand Event at: https://fretzin.com/events Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The 80/20 Principle: The Secret to Achieving More with Less by Richard Koch - https://www.amazon.com/80-20-Principle-Secret-Achieving/dp/0385491743 About Nermin Jasani: Nermin Jasani is a law firm advisor for solo and small law firms who want to grow their law firm by focusing on their profitability, their team, and their time spent doing those tedious (and sometimes hated) admin tasks. Nermin was a former law firm owner working with hedge funds on Wall Street and is now a full-time law firm growth consultant.  Connect with Nermin Jasani:  Website: https://ws-lawyers.com/  LinkedIn: https://www.linkedin.com/in/nerminjasani/LinkedIn: https://www.linkedin.com/company/wildlysuccessfullawfirm/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and John Scott discuss:Storytelling with the numbers that leads to a logical conclusion.Why spending time in the numbers is key.Dynamic forecasting and cash flow.Four categories of important financial metrics lawyers need to look at to grow their firm.Improving poor billing hygiene. Key Takeaways:If you pay attention to the numbers regularly, you can make necessary course adjustments along the way rather than scramble at the end of the year to make sure everything is fine.Your goals need to be realistic based on your capacity. Set up your goals, even challenge goals, but then you need to look at them and work through how they can be achieved.If you want more rainmakers, you have to train them to be better at what they do.Bring in a non-lawyer finance team to focus on your firm’s finances. Delegate those things that are not your superpower. Let them focus on the numbers and keep you appraised of where they are at now, not just what they used to be. "The biggest part of running your business’s dynamic forecasting is taking the data points that we have within the practice management system and within our accounting system to determine cashflow, 3-6-9-12 months out so that we know where we're going." —  John Scott Find out more about the Bootstrap Your Marketing to Build Your Personal Brand Event at: https://fretzin.com/events Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The E-Myth by Michael E. Gerber: https://www.amazon.com/Myth-Most-Businesses-Dont-About/dp/0887303625 About John Scott: John Scott is a Partner in Tax at Anders CPAs + Advisors. With over thirty years of experience, he brings a breadth of financial knowledge and a deep expertise in advising law firms. With a long track record of success that includes firms of all sizes and specialties, John helps maximize profits via cash flow management and KPIs, while minimizing taxes with his extensive understanding of the tax code. Leading the legal industry division of his firm’s Virtual CFO services, John offers strategic advising to mid-sized law firms, using a customizable, industry-leading tech stack that allows firms to make data-driven decisions. He advises on strategies around: staff utilization, cash flow planning, when to hire, creating clear career paths, trust accounting, accounting controls, and partner distributions. He is the author of a forthcoming book on creating a roadmap to success for law firms.  Connect with John Scott:  Website: https://home.virtualcfo.cpa/johnscott  https://anderscpa.com/virtual-cfo-legal/Email: jscott@anderscpa.comBook: Judicial Dollars and Cents: https://home.virtualcfo.cpa/johnscottLinkedIn: https://www.linkedin.com/in/john-c-scott-cpa/LinkedIn: https://www.linkedin.com/company/vcfobyanders/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Marc Halpert discuss:How Marc became the LinkedIn expert that he is today. Spending the time to show the world you’re amazinger. The recent and upcoming changes to LinkedIn. Working within the rules of the system you are bound to.  Key Takeaways:LinkedIn is always changing, even as we speak. But there are ways to make LinkedIn work for you, even with the changes. Using only your bio on your firm’s website is not enough. Put your personality into your LinkedIn profile and branding. People won’t know how to connect with you if they can’t figure out who you are. People want to read narrative, they don’t want to read your laundry list of skills or dense paragraphs of text.  Tell people why, not what.Write all of your profile in first person and present, active tense. People want to be able to relate to you as a peer. Share on LinkedIn when you have something important to say and always end your posts with a call to action. "If I'm looking to engage a lawyer, I want to find somebody who's going to reflect the personality I'm looking for. I don't want somebody who's bland, dull, and boring. And everybody who went through law school missed the opportunity to learn how to market themselves." —  Marc Halpert Find out more about the Bootstrap Your Marketing to Build Your Personal Brand Event at: https://fretzin.com/events Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The Startup of You by Reid Hoffman About Marc Halpert: Marc W. Halpert is a self-described “multi-preneur.” In 2010 he started his third concurrent company, connect2collaborate, to spread his LinkedIn and networking evangelism to train and coach others and offer professionals the opportunity to better explain their perceived mission and positioning on their LinkedIn profile pages: why they do what they do, not what. As a personal LinkedIn coach, he advises and mentors professionals in all walks of life to renovate their LinkedIn personal and company profiles. He advises job seekers of all generations to differentiate themselves and extend their transferrable skills. Marc is also recognized as a high-energy LinkedIn speaker at conferences and as an instructor to sales/marketing, HR/training departments at large and small professional service firms and companies including HUB International and GE Capital. He has taught at bar associations, professional practitioner groups, and law schools on these topics. His book LinkedIn Marketing Strategies for Law and Professional Practices(2021 second edition, American Bar Association), helps all types of professionals learn to better market themselves using the tools in LinkedIn and be “amazing-er” than the competition. His book You, Us, Them: LinkedIn Marketing Concepts for Nonprofit Professionals Who Really Want to Make a Difference, (2018, self-published) is the only book of its kind aimed at the nonprofit/NGO/association/foundation/membership organization industries and its employees to prosper in such a fast-changing industry. Marc is a frequent podcast guest, author of articles, LinkedIn advisor to networking groups, and blogger every business day with a LinkedIn Nugget.   Connect with Marc Halpert:  Website: https://connect2collaborate.com/Email: marchalpert@connect2collaborate.comMobile: 203-218-8288LinkedIn: https://linkedin.com/in/marchalpert Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.