Episodes
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In this episode of the Managing Partners Podcast, Kevin Daisey welcomes back business consultant John McCarthy, who specializes in helping law firms increase profits with minimal extra effort or marketing spend. Dive into the "100K Profit Challenge" as John reveals straightforward, high-impact strategies for boosting profitability, improving cash flow, and scaling through smart, efficient systems. From identifying profitable clients to optimizing internal processes, this episode delivers essential insights for law firm owners aiming for growth without burnout. Whether focused on expanding or preparing an exit strategy, these tactics pave the way for sustainable, low-stress success.
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Missing episodes?
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In this episode of the Managing Partners Podcast, Kevin Daisey and Gary Sarner discuss the significance of conferences in the legal industry.
They explore how networking at these events can lead to valuable relationships and business opportunities.
Gary shares insights from his extensive experience attending conferences, emphasizing the importance of being approachable and authentic.
The conversation also touches on the role of personal branding, the impact of marketing strategies, and the necessity of building trust in professional relationships.
They conclude by encouraging listeners to attend conferences and engage with others to foster growth and collaboration in their careers.
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The Educational Interview meeting featured Will Hoffman, a seasoned expert with over 20 years of experience in retirement plans and medical insurance, as he discussed advanced retirement strategies tailored for business owners.
Kevin introduced the session, highlighting key topics such as the various ways business owners can receive compensation, including salaries, business sales, and retirement plans.
Notably, Will explained cash balance plans, showcasing their potential savings, like a doctor's group saving over $250,000 annually.
He also covered non-qualified deferred compensation plans, life insurance for tax-efficient savings, and a new 401(k) product offering a 20% hedge against market declines.
Furthermore, the discussion emphasized the use of retirement plans to attract and retain talent, with a focus on the importance of annual benchmarking.
The meeting concluded with action items for exploring these advanced strategies and contacts for further personalized support from Will Hoffman.
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In this episode of the Managing Partners Podcast, host Kevin interviews Jon Halaby, co-founder of a law firm alongside his wife, Julie.
They delve into their professional journey, beginning from their law school days at Case Western Reserve University to starting their firm in 2011, influenced by the aftermath of the 2008 financial crisis.
Jon discusses the distinct roles they play within the firm—Julie specializing in employment law and business disputes, while he manages insurance cases, injury claims, and financial oversight.
The conversation shifts to essential advice for new law firms, highlighting the importance of focusing on core competencies while remaining open to new opportunities.
Jon emphasizes the value of delegation and hiring capable staff, noting that the right hire can significantly boost practice income, all while ensuring client attention is maintained as the firm scales.
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In the latest episode of "The Managing Partners Podcast," host Kevin Daisey and guest Jobeth Bowers engage in a lively conversation about balancing legal practice with personal passions.
Jobeth shares insights into his successful side business in stage hypnosis, primarily aimed at fundraising for nonprofit organizations, and discusses how he's structured it to maximize profits for his clients.
He also emphasizes the importance of community engagement and referrals in building his personal injury law firm, which he has designed for flexibility to accommodate his dual career.
Both Kevin and Jobeth highlight the essential nature of pursuing hobbies outside the law to prevent burnout and maintain a healthy work-life balance.
Listeners are encouraged to explore unique fundraising options through Jobeth's website, uniquefundraiserides.com, and to share their own side businesses in the comments.
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In this episode, Kevin Daisey and Nick Passalacqua discuss the challenges of delegation in law firms, the importance of building a supportive team, and the lessons learned from personal and professional crises. Nick shares his journey from a solo practice to a growing firm, emphasizing the need for trust, effective systems, and a positive culture. They explore the impact of the pandemic on business growth and the significance of hiring the right talent to foster a thriving work environment.
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In this episode, Kevin Daisey interviews Brian Glass about the upcoming Great Legal Marketing Summit.
They discuss the agenda, the importance of connections, and the focus on mindset and entrepreneurship.
Brian emphasizes the need for lawyers to prioritize their marketing efforts and understand their ideal customer before diving into digital advertising.
They also talk about the value of attending conferences with team members and the power of visualization.
The episode concludes with information on how to get tickets and sponsorship opportunities for the summit.
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In this episode of the Managing Partners Podcast, Kevin Daisey sits down with business coach Andy Goldstrom to explore the crucial benefits of hiring a coach for small law firms.Andy, the Managing Partner at Midcourse Advisors, brings over 25 years of experience in driving high-growth success to the show, including senior executive roles at two Inc. 500 companies. He specializes in helping professional services firms grow rapidly and profitably.Throughout the episode, Andy & Kevin discuss the importance of finding the right fit in a coach, maintaining accountability, and building a results-driven approach. They explore essential topics for small law firms, including structuring for success, creating a positive company culture, and hiring the right talent. Andy also offers valuable advice for solo practitioners and small firm attorneys, focusing on generating momentum, validating their value proposition, and overcoming the challenges of scaling a business. Don't miss this episode packed with practical insights on how to grow and sustain a successful law firm.
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On today’s installment of Tactical Tuesday, we’ll be covering the world of sales in legal firms!
In our final chat with Meghan, we talk about the power of follow-ups, the importance of persistence, and the secrets of personalized communication that often turns “leads” into clients.
Kevin and Megan share some great tips on using tools like chatbots and AI to connect with potential clients and why law firms should go beyond just relying on emails alone.
We also emphasize the need for continuous improvement in sales tactics, staying updated with the latest trends, and enhancing communication strategies to better serve clients.
If you're part of a law firm looking to power up your sales game or just curious about how to better engage with clients, this episode is full of helpful tips and ideas.
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On today’s episode, we take you back to Answering Legal’s 2024 Law Firm Summer Reboot Camp, featuring Jennifer Gore!In this episode of the Managing Partners Podcast, Kevin and Jennifer sit down to talk about the critical importance of intake, onboarding, and client experience for law firms. Drawing from their vast experiences, Kevin and Jennifer discuss common pitfalls in lead generation, the need for 24/7 client availability, auditing processes, and the profound impact of client experience on referrals and firm success. You’ll also get firsthand insight into effective internal processes, strategies for optimizing client interactions, and the keys to maintaining strong relationships with partner vendors.If you are a law firm looking to improve efficiency & client journey, you won’t want to miss this episode!
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In this episode, we are again joined by Meghan where we discuss the critical role that culture and values play in shaping a successful business. Together, Megan & Kevin explain how empowering frontline employees and attracting top talent can lead to higher sales, better marketing, and improved client satisfaction. The conversation highlights the importance of leaders establishing a strong culture and communicating their values through initiatives that align with those principles to prevent potential issues.Tune in for tips on creating a workplace culture where employees feel safe, encouraged to share ideas, and empowered to contribute, all leading to greater success.
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Today we welcome Jason Epstein, Managing Partner of Premier Law Group, to the show.
On today’s episode, Jason shares his firm’s unique approach to work-life balance - a four-day workweek. He explains how this system helps foster teamwork, accountability, and a strong company culture.
This is a must-watch episode, as Jason also reveals his successful marketing strategies, including hosting summer barbecues at apartment complexes and even offering a VIP program.
Tune in every Thursday at 12 pm Eastern for a brand new episode of The Managing Partners Podcast!
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On this episode of Tactical Tuesday, we're excited to welcome a new special guest—Meghan O'Doherty, the Director of Client Advocacy at Array Digital!
Join us as we cover the importance of client communication, and how you can tailor your approach to each client's unique needs.
We’ll also be exploring the significance of the client journey in fostering strong client relationships, especially the pivotal first 90 days.
Meghan will be on the next few episodes of Tactical Tuesday, so be sure to set your calendars for every Tuesday at 12 pm Eastern!
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Today on the show, we sit down with Jonathan Keyser, founder & thought-leader of the Keyser Commercial Real Estate. Keyser is a full-service commercial real estate brokerage firm that exclusively represents tenants, and was named by USA Today as “The Commercial Real Estate Disruptor.”With over 20 years of experience in the Commercial Real Estate industry, Jonathan shares his unique approach to business, emphasizing the importance of investing in long-term success, prioritizing client needs, and cultivating trust through selfless service. Throughout the show, we talk about his firm’s emphasis on the value of selfless service and the impact it can have on building trust and long-lasting relationships. The discussion also touches on the challenges of maintaining a customer-centric approach in a busy and competitive business environment. As an author, national speaker, and regular contributor to The Business Journal, Jonathan gives some great perspectives, making this episode a must-listen for anyone interested in elevating their approach to business and client relationships.
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Today on Tactical Tuesday, Kayla & Kevin will be diving into some of the most frequently asked questions from our audience & clients.This episode is packed with insights on content marketing, SEO, quality control, user intent, and Google Analytics. Tune in to hear how to tackle questions like: “How much should I invest in content?”“How often should I create content?”“How do I conduct research to properly write my content?”“What tools do I need to start writing content?”We highlight the importance of prioritizing quality over quantity, understanding user intent, and the value of patience, thorough research, and delivering helpful, informative content to attract organic traffic and boost your search engine rankings.This is our last segment with Kayla - you won't want to miss this jam-packed episode!
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Today we are joined by the managing partner at Work Injury Rights, Stacey Isaacs, where we’ll be discussing the importance of the client journey in the legal industry.
Learn how you can create a seamless client journey process as Stacey shares her expertise on why empathy and clear communication are essential throughout the entire client experience.
Plus, we explore her inspiring journey of founding her own law firm and the thoughtful process behind crafting their client-focused approach.
Tune in for valuable insights on building meaningful client relationships in the legal world!
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Join Kevin Daisey and Kayla Davis as they share how to optimize your law firm’s website in our seventh installment of Tactical Tuesday! Throughout the show, we explore the importance of modern, user-friendly designs and effective conversion strategies to turn website traffic into clients.
Learn about mobile optimization, clear messaging, the crucial role of SEO in driving organic traffic, and EAT (expertise, authoritativeness, trustworthiness) information.
This is a must-listen for attorneys aiming to enhance their website performance and attract more clients.
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In today’s episode, we sit down with best-selling author, Mike Michalowicz, the mastermind behind books like Profit First and All In.Throughout the show, Kevin & Mike discuss the importance of building unstoppable teams and creating a sense of ownership within a company. Mike also shares his FASO model, which stands for Fit, Ability, Safety, and Ownership, and explains how these elements contribute to team success. We explore the concept of potential ability, emphasizing the importance of finding individuals who have the desire and thirst to excel in their roles. Overall, the conversation emphasizes the significance of creating a positive and empowering work environment. Don’t miss out on learning how you can take your Law Firm to the next level! Tune in every week for a brand new episode of The Managing Partners Podcast!
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In this segment of Tactical Tuesday from The Managing Partners Podcast, Kayla Davis and Kevin Daisey discuss the use of AI in generating legal content. They explore Google's stance on AI-generated content, the potential consequences of its use, and the crucial importance of creating high-quality, helpful content.
The discussion also covers the risks and legal repercussions of over-relying on AI for content creation in addition to the risks and legal repercussions of relying too heavily on AI-generated content.
Kayla and Kevin stress the necessity for attorneys and agencies to focus on user experience and deliver unique, valuable content.
Whether you're a legal firm in search of a reliable agency or a legal marketing professional aiming to enhance your strategies, this episode is tailored for you!
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