BE THAT LAWYER

The podcast discusses building strong networking and client relationships by listening and giving space in conversations. The importance of proactive communication and utilizing client relationship management tools is highlighted. The significance of face-to-face communication, focusing on connecting with people rather than sales, and the limitations of email and phone calls are also explored.

In this episode, Steve Fretzin and Brett Trembly discuss:Scheduling time off, not dropping agreements with yourself. The need to delegate to grow your firm. Tracking ALL of your time (not just the billable time). Getting over the mental minutia and the fear of hiring.  Key Takeaways:You are losing money every time you do a $10 job that you can pay someone else for when you charge way more than that per hour. Hiring a good executive assistant will free up enough time for you to double your output and double your income. Your first hire should be someone to delegate to so you can protect your time as a law firm owner and allow you to focus on what only you can do (and what you love to do). When you hire, you can use those employees to help build your training material and process and procedure manuals. But you need the hands-on deck before you can build those SOPs. "You absolutely need to protect your time as the law firm owner more than anything else." —  Brett Trembly Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Get Staffed Up: https://getstaffedup.com/bethatlawyer/Overture: https://overture.law/Get Visible: https://www.getvisible.com/Moneypenny: https://www.moneypenny.com/us/ Episode References: Sign up for the next BE THAT LAWYER: Marketing Mavericks - September 28th, 2023 - https://www.fretzin.com/blog/category/events/How I Built This with Guy Raz - https://wondery.com/shows/how-i-built-this/ About Brett Trembly: Lawyer / Entrepreneur / Author / Delegation Expert 4 time Inc. 5000 Honoree (#67 in 2022 & 2 companies on the ranking) Published Author: The Danger Zones Adjunct professor Miami Law 40 employee team Trembly Law (12 attorneys) 150+ employee team Get Staffed Up Connect with Brett Trembly:  Website: https://getstaffedup.com/fretzin  Book: http://24monthstofreedom.com/LinkedIn: https://www.linkedin.com/in/bretttrembly/LinkedIn: https://www.linkedin.com/company/getstaffedup/Twitter: https://twitter.com/btremblyTwitter: https://twitter.com/Getstaffedup1Facebook: https://www.facebook.com/groups/l3community/Instagram: https://www.instagram.com/getstaffedup/ 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. 

Heidi Brown, an introverted lawyer and expert in overcoming stress, fear, and anxiety, discusses topics such as introversion, shyness, social anxiety, and learning to speak for what you need. They also talk about flourishing in character strengths, addressing anxiety around performances, and finding things that energize and revitalize you. Discover how to authentically embrace who you are and set up systems to function well amidst stress and anxiety.

In this episode, Steve Fretzin and Jodie Zerega discuss:Why many lawyers are unhappy with their current situations. How longevity can assist in your job search. The importance of having a book of business (and how it plays with the business of running a law firm). Continue learning, find your niche, become the expert.  Key Takeaways:While longevity at a firm is not as important as it used to be, law firms do still want to see that a lawyer gave the firm a chance and had a chance to be valuable within the firm. You need to have a portable book of business. It is important to know what your objectives are going to be at your new firm. Building a book of business takes consistent effort over time. Start early in your career (and if you didn’t, start today). Network both within and outside of your law firm. You never know where someone is going to be in five years.  "From a partner perspective, you have to have a portable book of business. Right now, I'm seeing a minimum of $750K. One thing that attorneys have a hard time understanding is salary - and they bring you over it as a lateral partner, they have a formulaic process that they use to calculate your salary, and it's usually a third, a third, a third." —  Jodie Zerega Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Get Staffed Up: https://getstaffedup.com/bethatlawyer/Overture: https://overture.law/Get Visible: https://www.getvisible.com/Moneypenny: https://www.moneypenny.com/us/ Episode References: Traction by Gino Wickman About Jodie Zerega: Jodie Zerega is a highly experienced legal recruiter and founder of Zerega Consulting, a recruiting firm that specializes in placing attorneys in law firms, corporations, and non-profit organizations. With over 20 years of experience in legal recruiting, Jodie has worked with a diverse range of clients, including private start-ups to multi-national publicly traded companies. She is an expert in legal hiring trends, AI in attorney hiring, legal recruiter benefits, job search technology, social media and hiring, and in-house legal recruiting.Jodie's expertise in legal recruiting and her extensive experience make her an ideal guest for podcasts with audiences of attorneys, paralegals, law firm administrators, and managing partners. She can provide valuable insights and practical tips to help listeners navigate the complex legal hiring landscape and stay ahead of the curve in their job search. With the recent launch of the Attorney Jobs app, Jodie can also share a unique perspective on how technology is shaping the legal job market and offer advice on how attorneys can use technology to their advantage. Connect with Jodie Zerega:  Website: https://www.zeregaconsulting.com/Attorney Jobs App: https://www.zeregaconsulting.com/attorney-jobsEmail: jzerega@zeregaconsulting.comPhone: 404-660-3414LinkedIn: https://www.linkedin.com/in/jodie-zerega-8265586/LinkedIn: https://www.linkedin.com/company/zerega-consulting-legal-recruiting/Instagram: https://www.instagram.com/zeregaconsulting/ 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. 

The podcast discusses the importance of focusing on what is working and being grateful, as well as the power of paradigm shifts in personal growth and overcoming challenges. They also mention resources for finding great employees and boosting online visibility for law firms.

In this episode, Steve Fretzin and Marcia Wasserman discuss:Challenges law firms are facing today that they’ve never had to before. Managing generational differences to the benefit of both parties. Where to start when everything seems to be going sideways. The benefit of a peer advisory group.  Key Takeaways:Managing expectations for both the law firm managers and the younger lawyers is key to making sure everything is being accomplished at the right profitability. Clients are also getting younger, not just new attorneys. Understanding how the younger generations think can be crucial for your law firm success. It doesn’t take a certain personality to be a leader - it takes listening skills, vulnerability, and transparency to your vision. If you delegate more, you will be more effective in what you are best at.  "It's getting the lawyers who manage the firms to understand that things have changed and they are not able to do it the way they've always done it." —  Marcia Wasserman Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Overture: https://overture.law/Moneypenny: https://www.moneypenny.com/us/Get Visible: https://www.getvisible.com/ Episode References: Measure What Matters by John Doerr - https://www.amazon.com/Measure-What-Matters-Google-Foundation/dp/0525536221ProVisors - https://provisors.com/ About Marcia Wasserman: Marcia Watson Wasserman is the Founder and President of Comprehensive Management Solutions, Inc., which provides “C.O.O. to Go”™ law practice management consulting services to boutique and midsize law firms. Her expertise includes operational management reviews; management and leadership development and training; succession planning; strategic planning; retreat facilitation; law firm start-ups and mergers. Marcia serves as a coach, mentor, and accountability partner to Managing Partners, Attorneys, and Legal Administrators. Marcia also leads multiple law firm Managing Partners’ and Legal Administrators’ Roundtables, focused on thought leadership and sharing best practices. She is a Fellow in the College of Law Practice Management and the author of 2 books published by the ABA.  Connect with Marcia Wasserman:  Website: https://www.comprehensivemgmt.com/Email: mwasserman@comprehensivemgmt.comLinkedIn: https://www.linkedin.com/in/marciawwasserman/ 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 Darren Wurz discuss:Learning skills outside of just the law. Niche down to stand out in the crowd. Top struggles lawyers have around money. Making the changes that will make the biggest difference in the future.  Key Takeaways:Awareness of your money is the first step. You have to know where it is going in order to understand what is happening.In a law firm, money is often fluctuating. Understanding your cash flow is key to understanding your overall financial situation. You have to know where you are going with an inspiring vision in order to know how much you need to save to get there. Few people are inspired by saving money. You want to make your financial plans somewhat realistic. If you’re in a situation that is completely unsustainable (maybe due to lifestyle creep) you may have to make dramatic changes to get back to your goals.  "It's tough to build a business. It is tough to launch out on your own. But the cool thing about it is if you put in the hard work and determination, if you learn the skills you need to learn, you can build the business that you want." —  Darren Wurz Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Overture: https://overture.law/Moneypenny: https://www.moneypenny.com/us/Get Visible: https://www.getvisible.com/ About Darren Wurz: Darren Wurz is a respected authority on retirement planning for law firm owners, as well as a published author and dynamic public speaker. As an experienced financial planner, Darren specializes in helping law firm owners more effectively manage their personal finances and investments, and plan for retirement and succession. He is the author of *[The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence](https://www.americanbar.org/products/inv/book/423608863/)*, published by the American Bar Association. He is also the host of The Lawyer Millionaire Podcast. Darren has been featured on radio, television, podcasts, and as a guest speaker at bar associations, law firms, and legal organizations across the country. After a brief career in education, Darren joined his dad and brother as a fee-only financial advisor and co-owner of Wurz Financial Services. As a small business owner himself, he understands the challenges law firm owners face. Over the past 8 years, Darren has developed an expertise in helping law firm owners master their money and achieve financial independence through his unique financial planning process for law firm owners—The Lawyer Millionaire™ Method. Darren holds a CERTIFIED FINANCIAL PLANNER™ designation and earned his master’s degree in financial planning from Golden Gate University. Darren is a member of the American Bar Association and the Financial Planning Association. He currently works and resides in the Toledo, OH, area but works remotely with clients in all 50 states. To learn more about Darren and his work, please visit TheLawyerMillionaire.com or connect with him on LinkedIn. Connect with Darren Wurz:  Website: https://wurzfinancialservices.com/Book: https://wurzfinancialservices.com/the-lawyer-millionaire-the-book/Podcast: https://wurzfinancialservices.com/category/podcasts/LinkedIn: https://www.linkedin.com/in/darren-p-wurz/Twitter: https://twitter.com/wurzfinancialFacebook: https://www.facebook.com/thelawyermillionaireInstagram: https://www.instagram.com/thelawyermillionaire/ 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 Whitney Harper discuss:Why so many law firms still use the billable hour. Deliverables-based billing. Getting clear about what your deliverables are. Building the playbooks to increase your profitability.  Key Takeaways:Most tech for lawyers are based on hourly billing, which makes it difficult for those wishing to switch without creating new software. Hourly billing can make you adversarial to your clients, and adversarial to yourself and your mental health. Understanding what you are looking for (more money, more time, etc.) then you can look at more ways to make yourself efficient in delivering those products. If you have agreed on the price at the front end, you are less likely to have a collection issue.  "When you bill by the hour, there's a kind of an upper limit on what you can reasonably say an hourly rate is. There's also an aspect of it, that's a mental health issue - as a lawyer, if I only can win by burning more of the midnight oil, there's a level of exhaustion, and you feel like you're playing the game that you can't win." —  Whitney Harper Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Overture: https://overture.law/Moneypenny: https://www.moneypenny.com/us/Get Visible: https://www.getvisible.com/ Episode References: The Taboo Surrounding Sales in Legal - https://www.fretzin.com/eventsThe Go-Giver by Bob Burg - https://thegogiver.com/ About Whitney Harper: Whitney Harper is a seasoned practicing lawyer, and the co-founder of ADVOS Pro, a business that helps law firms break up with the billable hour method and begin measuring what matters - value, expertise, and results. Her practice, ADVOS legal, has leveraged the ADVOS Pro P3 Method and [A]OS platform for nearly a decade, building a successful, healthy, and highly profitable practice that delivers sophisticated, strategic legal counsel to clients who are raving fans. Connect with Whitney Harper:  Website: https://www.advospro.com/Email: whitney@advospro.comLinkedIn: https://www.linkedin.com/in/whitneycharper/LinkedIn: https://www.linkedin.com/company/advos-pro/Facebook: https://www.facebook.com/ADVOSProInstagram: https://www.instagram.com/whit_onthewater/Instagram: https://www.instagram.com/advospro/ 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. 

The podcast discusses building and maintaining relationships, going solo versus having a partnership, outsourcing components of your business, and tips for a successful partnership. They emphasize the importance of business development, managing expectations, and the role of relationships with vendors and referral sources. The significance of aligning expectations and effective note-taking in client partnerships is highlighted. The speakers also discuss investing in a paper-free tool for efficient note-taking and the topic of partnerships for lawyers wanting to start their own practice.

- What does it mean to Live Big? - How does creating connect to living big — and what is creativity all about (that most people do not understand or appreciate, or feel intimidated about)? - How we can all be powerful creators of the lives we want to live.  In this episode, Steve Fretzin and Rochelle Seltzer discuss:Why lawyers need creativity. What does it mean to Live Big?How creativity connects to living big.Setting boundaries with kindness.  Key Takeaways:We all are filled with creativity - but most of it goes untapped and underutilized. When you've tapped into your creativity, you’re excited about trying new things, making bolder moves, and excited about expressing yourself. Try something that you’ve never done before. Do something to inspire you. You need to understand what it is that you want. What is your personal why? What would you do if you were bolder? "When you're in that state of being lit up and feeling inspired, the people around you feel that energy. It will impact everybody - it will impact colleagues, it will impact the people that support you in your role, it will impact your clients. It just elevates everything." —  Rochelle Seltzer Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Overture: https://overture.law/Moneypenny: https://www.moneypenny.com/us/Get Visible: https://www.getvisible.com/ Episode References: Under the Influence Podcast - https://terryoreilly.ca/undertheinfluence/Unlocking Us with Brené Brown - https://brenebrown.com/podcast-show/unlocking-us/ About Rochelle Seltzer: Rochelle Seltzer is a Creative Core Coach, a dynamic speaker, and the author of the highly acclaimed book, Live Big: A Manifesto for a Creative Life. Her mission is to unleash the untapped creative capacity inside all of us, so we can bring all of our greatness into the world. Rochelle coaches accomplished women, helping them to get clear about the lives they want and create with intention, so they can live their biggest, most fulfilling lives. Connect with Rochelle Seltzer:  Website: https://www.rochelleseltzer.com/Book: https://thelivebigbook.com/LinkedIn: https://www.linkedin.com/company/rochelleseltzercreativecorecoach/LinkedIn: https://www.linkedin.com/in/rochelle-seltzer-coach/Facebook: https://www.facebook.com/rochelle.seltzer/Facebook: https://www.facebook.com/CoachRochelleSeltzerInstagram: https://www.instagram.com/seltzerrochelle/ 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.