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The Successful Lawyer Podcast
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The Successful Lawyer Podcast

Author: Larry Weinstein, CPA, The CPA for Lawyers

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If you believe that success leaves clues, you’re in the right place. Welcome to The Successful Lawyer Podcast where we will interview the top successful lawyers and influeners in the legal profession. Hosted by the CPA for Lawyers, Larry Weinstein, we will be pulling back the curtain to discover their proven growth strategies including their mindset for success, marketing strategies, tactics, tools, and hacks. Larry Weinstein is a CPA, author, and consultant based in Houston, Texas and is known as The CPA for Lawyers and The Tax Terminator. He graduated from the University of Houston with a BBA in Accounting and began his career in the Houston office of Ernst & Young. Having been in private practice since 1988, Larry concentrates his practice in the area of Strategic Tax Planning, Tax Preparation and Law Firm Profitability Consulting for Solo and Small Firm Lawyers. Larry is the developer of the Strategic IRS Tax Reduction Process™. He lives in Houston with his wife Gayle

60 Episodes
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Starting a business on your own without using systems to grow and automate processes is not sustainable. Allison Williams, who is now a Business Coach at Law Firm Mentor, once tried to be her own staff. She was her own secretary and lawyer for six weeks until one day; she woke up a quarter inch away from a guard wall while driving 90 miles an hour on the highway! Then Allison began consulting with business coaches, where she learned to systematize organizing, structuring, building out, and getting tasks off her plate, and that's when her business really took off. In this episode, Allison speaks with Larry Weinstein about the basics of using systems and how she used these systems to turn her startup, Williams Law Group into a million-dollar business in three and a half years! After that success Allison created a second business, Law Firm Mentor, where she helps solo and small law firm attorneys grow their revenues. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
With so many lawyers out there these days, it is pretty hard to build your authority and gain the trust of potential clients. However, Justin Stivers found a way to make his practice different and more respected than others: by providing marketing resources containing valuable information. Justin sits down with Larry Weinstein, CPA to share how he further built his name in the legal scene not only by focusing on probate and estate planning, but also by offering PDFs and books about his specialization that he wrote himself. He also talks about the informational videos he regularly publishes on his website, which underlines one key aspect in marketing: being visible, relevant, and consistent will most likely take the prize.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
What makes up an excellent and working team? More than effective money-making strategies and a proper target audience, everyone can benefit by being clear with their core values and actually realizing them. Joining Larry Weinstein, CPA is personal injury lawyer Christopher Nicolaysen of Springs Law Group to share how they came up with strong team-building processes by concentrating on their organization's core values. They talk about allowing your business's intangible aspects to reflect in your marketing campaigns, combined with favorable customer reviews, a constant learner's mindset, and proper guidance from a reliable coach. Christopher also shares about his production, Just BeCOS, which puts local businesses into the spotlight and helping make their inspirational stories known to the world.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
For justice to be truly accessible, we need more lawyers to offer low-cost options to their clients. Colorado criminal defense lawyer, Justie Nicol excels in devising some of these for her clients. Specifically, she has created a flat fee billing system that offers free consultation and a number of options based on what a particular client needs. Not only that, but she also offers some cool DIY options for clients who aren’t necessarily looking for retention. All these measures are rooted in her deep-seated passion for increasing access to justice, especially for the less fortunate. Learn more about her firm’s unique system in this conversation with Larry Weinstein.Love the show? Subscribe, rate, review, and share!Here’s How » Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
Practically every lawyer knows the value of referrals, but not every one of them understands how to create a referral strategy that works. A big part of that comes from their misunderstanding in what a referral really means. Stacey Brown Randall, the award-winning author of Generating Business Referrals without Asking, joins Larry Weinstein in this conversation to discuss what referrals ought to be and how you can get them without having to ask. This episode is going to fundamentally change the way you think about referrals and teach you how to crack the code for the greatest revenue source you will ever have in your practice. If you don’t mind going back to the basics to create a roadmap to business growth, then you’re going to be pleased to hear that Stacey’s got a useful gift for you at the end of the episode!Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
Your business will only be as great as the people in it. However, it can be tough to determine who these people are at the onset because the reality is it’s hard to find good people, most especially during the hiring process. So how do you weed out the bad from those who will help your business thrive? In this episode, Larry Weinstein interviews Molly McGrath, a decade-long national blogger, the host of the Hiring and Empowering Podcast and an Amazon #1 Best Selling Author of Intrapreneurs in An Entrepreneurs World, The 66 Day Law Firm Turnaround and Don’t Be a YES Chick. Here, Molly shares with us some of her tips and tricks to hiring the best employees and, consequently, properly onboarding them to ensure their success. She also discusses some of the mistakes lawyers make during the hiring process and what they can do to ensure they are getting the right person.Love the show? Subscribe, rate, review, and share!HERE’S HOW »Join the Successful Lawyers Podcast Community today:THECPAFORLAWYERS.COM
Establishing a business starts with your specific goals. But these will remain mere business punchlines unless you work on them, which calls for proper strategic planning. Larry Weinstein, CPA interviews Melissa Shanahan of Velocity Work to share how she helps law firms and attorneys realize that their goals will remain unimplemented without well-targeted planning, focusing on the right way to delegate and pay attention to successes on granular levels. Melissa discusses the importance of honoring your plan and going through it whatever it may take, allowing you to get out of your comfort zone and avoid getting sidetracked from all kinds of personal urges.  Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
Growing wealth for yourself is one thing, but growing it to pass on to your family is a different game in itself. Finding the problem among lawyers struggling to do the latter, Larry Weinstein interviews Moshe Amsel, host of the Profit with Law and the Law Firm Growth Summit. Moshe shares how he started helping law firms in creating generational wealth and how he learned about Profit First. He explains what is Profit First, how the system works, and its benefits in the law firm. Moshe then gives real examples of the problems and solutions for law firms in terms of handling revenue, paying employees, taxes, and operational expenses. Don’t miss this episode that can surely provide you more understanding and show you the added value of utilizing Profit First. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
Still in the middle of a global pandemic, most of us have already applied and received the PPP loan. On December 21st, 2020, Congress passed a long-anticipated additional round of COVID relief legislation as part of the Bipartisan-Bicameral Omnibus COVID Relief Deal, providing a much-needed stimulus to individuals and businesses due to the economic distress caused by the Coronavirus pandemic. On today’s show, Larry Weinstein, CPA talks about PPP loans, how to apply for the new round of funding, and how to go through the forgiveness process for loans previously received. If you haven’t taken advantage of this additional round, you don’t want to miss this episode.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
The economy is steadily moving towards the subscription model. While unheard of in the law profession, Jess Birken, a solopreneur lawyer at Birken Law Office, is thinking ahead, adopting it into her own practice. In this episode, she joins Larry Weinstein, CPA, to tell us more about it, what she is seeing in the shift towards this model, and why subscriptions could be a great way to help build lasting relationships in the field. He also talks about rolling out the system, the billing process, and more, and how you, too, can do this in your practice. Learn more about this new tool that can help you not only keep your clients but also build recurring revenue for the company in this conversation.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
Above any product or service, people usually value customer experience the most. Even with great offers, they will probably look for better prospects if their questions or concerns are not entertained. With that in mind, entrepreneurs look into two areas for better customer retention: the intake process and referrals. Larry Weinstein, CPA sits down with Maddy Martin, the Head of Growth and Education at Smith.ai. Together, they talk about closing the feedback loop and considering your chosen demographic during the intake process, and why it is important to publicize your referrals to grow your connections. Maddy also explains the integrated communication services they provide at Smith.ai, particularly for solo businesses and law firms.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
In life, you can either sit and become a victim of your circumstances, or you can take charge of your life. Bill “the Lawman” Umansky is a great believer of the latter. Practicing Personal Injury Law, in addition to running a seven-figure criminal law practice, Bill is passionate about driving his clients to a state of excellent physical and mental health while they are recovering from a serious personal injury. In this episode, he sits down with host Larry Weinstein, CPA, on how he does that with his systems that are guided from the wisdom of E-Myth. He then takes us into how he is navigating this tough COVID-19 time, his plans for a mastermind, and more. Bill then offers some great advice for lawyers out there on achieving the work-life balance, where you get to spend time with your loved ones while still doing your thing.
Your “why” evolves with what’s going on with the world. For Johnnie Finch, the author of Black Lawyer Confidential, it has shifted from simply being able to get cases through with to tackling some of the hardest conversations we need to have about criminal justice. He may be a role model for future successful lawyers, but he is also an unapologetic advocate for fairness and justice, especially for minorities and other disadvantaged sectors in society. Sitting down with Larry Weinstein for a chat, he shares a few things that new lawyers can do to succeed in the profession. More importantly, they take a little sidetrack into some of the problems that the country’s law enforcement is struggling with. Johnnie’s take on the matter is a big eye-opener.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
Not many lawyers and law firms really think about seriously marketing their services on social media, but those who do (and do it right) are definitely way ahead in terms of leads and conversions. With FirmFlex, your social marketing needs will be handled by a team of industry experts while you take only five minutes of your day to do your part. Heading this company is the brilliant criminal defense attorney, social media marketer, author and podcast host Jay Ruane. Jay is a man with two big personalities: one, a brilliant lawyer who scaled his firm to seven figures through a combination of an incredibly narrow niche and a wider geographic footprint; and two, a savvy marketer who spreads the message of social media salvation for lead-thirsty attorneys. Listen to this episode as he shares his remarkable work with Larry Weinstein.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Successful Lawyers Podcast Community today:thecpaforlawyers.com
Over the past 20 years, McCready Law has grown into one of the most successful personal injury firms in the Midwest, owning four offices in Illinois and Indiana. Managing partner Michael McCready attributes this success to a three-component marketing formula that would work for any law business, or any other business for that matter – attorney referrals, client referrals and “traditional” marketing through advertising and media. Such a business model takes more work and commitment than it sounds, but the rewards are extremely worth it. In this episode, Michael talks to Larry Weinstein about each of these components in detail. You will learn a lot about building referral relationships, staying in touch with your contacts, creating engaging newsletter content and cultivating a client experience that becomes a natural extension to your marketing.
It’s often hard to quantify the benefits of branding videos to any business – a fact that generally puts off those who are only after instant monetary gain. When you’re playing the long game, however, you would see that it does a lot of miracles in building you a trustworthy brand that clients will veer towards. Personal injury lawyer, Chris Morrell appreciates the value that this marketing tool has to offer so much that it is literally the first thing you will come across when you access his website. Being extremely passionate about helping people with just cause, Chris extends a lot of his expertise for free through educational videos. Beyond the money, he believes that when you help other people, karmic forces will pay you back somehow. Bringing in these noble principles and practical tips to the table, he now joins Larry Weinstein for this informative and inspiring episode. LOVE THE SHOW? Subscribe, rate, review, and share! Here’s How » JOIN THE SUCCESSFUL LAWYERS PODCAST COMMUNITY TODAY: thecpaforlawyers.com
Content marketing can do wonders in generating leads for different businesses, even the legal profession. By providing free, accessible content that can be used by both your clients and your colleagues, you are essentially building credibility as an authority in your space, which in turn drive referrals and return business. A trial lawyer for 27 years, Gary K. Burger, Jr. has written five books and countless newsletters that cater to different niches in the profession. What kind of value does this kind of marketing have for trial lawyers like him? Gary talks about this in this interview with host, Larry Weinstein. They also talk about Gary’s ongoing representation of 15,000 corrections officers in a class suit against the State of Missouri over unpaid shift time. Listen in for Gary’s gutsy but witty move that left the State’s mouth gaping. LOVE THE SHOW? Subscribe, rate, review, and share! Here’s How » JOIN THE SUCCESSFUL LAWYERS PODCAST COMMUNITY TODAY: thecpaforlawyers.com
Marketing can be one of two kinds: ego-centric and client-centric, and it doesn’t require too much thinking to know which one works better. It’s an important thing to note when you’re in the legal business, where you are dealing with real people with real issues every day. If you want to stay long in this kind of business, you have to make your clients feel that they are being taken care of. You have to give them an experience that makes them want to reciprocate by referring your business to others. Illinois family and divorce lawyer, Brian W. Reidy speaks from experience that there is no better way to drive more leads and conversions to your business than having a happy customer. Listen in as he shares some of his brilliant marketing strategies and tactics with Larry Weinstein. LOVE THE SHOW? Subscribe, rate, review, and share! Here’s How » JOIN THE SUCCESSFUL LAWYERS PODCAST COMMUNITY TODAY: thecpaforlawyers.com
What can lawyers and CPAs learn from a Las Vegas chiropractor? Two words: recurring revenue. Whether you’re a chiropractor or a lawyer or a CPA, it is almost too easy to get caught in an endless chase for clients just to keep the practice afloat. Frustrated by this inefficient business model, Las Vegas chiropractor and business owner, Joshua Satterlee came up with an ingenious idea, where he productizes his service to get a steady pool of clients instead of having to chase them one by one all the time. From experience sprung Clinic/Gym Hybrid, Josh’s business coaching program, where he teaches chiropractors and physical therapists this ultimate business model. Joining Larry Weinstein in this episode, Josh explains how such a model can be applied to any practice, including the legal and accounting professions. Did you know Josh is also a whiz in practice automation? You’ll get some of that too, so tune in! LOVE THE SHOW? Subscribe, rate, review, and share! Here’s How » JOIN THE SUCCESSFUL LAWYERS PODCAST COMMUNITY TODAY: thecpaforlawyers.com
Over the years, technology has revolutionized our daily existence. With the creation of amazing tools and the accessibility of useful information, our lives have been made easier and better. Ernie “The Attorney” Svenson is no exception. By leveraging technology and creating a simpler and more enjoyable way of practicing law, he went from being burned out to blissful. On today’s show, Ernie joins Larry Weinstein to share how he has set up a paperless practice and helps other lawyers get more things done by leveraging technology.  LOVE THE SHOW? Subscribe, rate, review, and share! Here’s How » JOIN THE SUCCESSFUL LAWYERS PODCAST COMMUNITY TODAY: thecpaforlawyers.com
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