Law Firms and Finance

From Etsy Clients to Trademark Expert : How Joey Vitale Built a Purpose-Driven Law Firm  Most lawyers are trained to fight in court. But Joey Vitale knew early on—conflict wasn’t his calling.  In this episode of The Law Firm and Finance Show, Joey shares his powerful story of going from courtroom burnout to building a thriving trademark-only law firm—Indie Law—serving creatives, coaches, and onlin...

What does a 13-year-old's medical leave have to do with your law firm’s financial health? Everything.  In this episode of Law Firm Financial Wellness, Terrell shares a deeply personal story about being pulled from sports due to a heart condition—and how the habits he developed during that time still guide the way he helps law firms today.  Learn how to protect and preserve the financial healt...

What happens when two lawyers ditch the traditional firm model and start building from scratch—using nearshore hiring, tech, and branding that doesn’t take itself too seriously? Meet Austin and Brian of Kurtz Riley Law Group, a fast-moving, client-focused firm that’s built on:     ⚡ Fast on-boarding.     🌍 Smart nearshore staffing with Solvo.     📈 A strategy-first mindset. In this episode of t...

Law Firm Growth Strategy: The Golden Formula to Set Your Real Revenue Goal  Are you chasing 7- or 8-figure law firm goals that don’t even matter to you?  You're not alone—and you're not wrong for feeling frustrated. In this episode of Law Firm Financial Wellness, we break down how to reverse-engineer your revenue target based on the lifestyle you actually want.  If you've been stuck...

How to Build a Law Firm Clients Can’t Stop Referring | Philip Fornaro on Strategic Growth  Want to grow a law firm that thrives on referrals and real relationships—not constant client chasing?  In this episode, Philip Fornaro shares how shifting from a transactional model to a strategic general counsel approach transformed his firm, his mindset, and his growth.  🎯 Learn how delegation, mindset sh...

Tax season is over—now what? If you're like most Law Firm owners, you’re tired of the last-minute scramble.  In this video, we break down the 3 key numbers every law firm must track monthly to stay profitable, confident, and ahead of the game.  📊 In This Video You'll Learn:  Why waiting until April is costing your firm money  How to make your bookkeeping work for you (not just your tax...

Is your law firm financially healthy—or living paycheck to paycheck without realizing it? In this video, we break down exactly how to master the money side of your law firm using our Financial Health Score Calculator. Learn how to assess your cash reserves, expenses, profitability, and more—so you can run a sustainable, thriving firm (without feeling overwhelmed by your numbers). If you want to fe...

What happens when a reluctant entrepreneur builds one of the fastest-growing law firms? In this episode of Law Firm Success Story, Omeed Tabiei  shares his powerful journey—from serial entrepreneur and software startup failures to launching a law firm that exploded with success almost overnight. This honest conversation explores the highs, the hard lessons, and the personal growth that come from s...

Ever wonder how some law firm owners seem to always know their numbers?  The secret isn't working harder—it's having a tailored dashboard that gives them the right KPIs at their fingertips.  In this episode of The Law Firm and Finance Show, we break down why not all KPIs are created equal, how to pick the ones that actually matter to your firm's goals, and how a simple, customized d...

What if gratitude could be the secret weapon for growing an eight-figure law firm? In this inspiring episode of Law Firm Success Story, attorney Hillary Walsh shares how intentionally building a culture of gratitude transformed her firm, her leadership—and the lives of her team and clients. Learn how gratitude isn't just a feel-good concept; it's a strategic advantage for law firm owners...

🎙️ From “I Didn’t Plan to Start a Law Firm” to Building a Thriving Practice | Law Firm Success Podcast What happens when your law career unfolds unexpectedly—and suddenly you’re not just practicing law, you’re running a business? In this episode, we sit down with Thomas, a New York-based attorney whose journey into law firm ownership wasn’t planned—but became one of the most rewarding (and challen...

Hiring a new attorney or staff member? Wondering if their salary actually makes financial sense for your firm? This video breaks down exactly how to calculate compensation targets, ROI, and case minimums using our simple Compensation Negotiation Calculator. Whether you bill hourly or flat fee, we’ll show you how to set realistic expectations for staff productivity and make confident hiring decisio...

Embracing Authenticity and Faith in Law Firm Success with Greg Ward In this episode of 'Law Firm Success Story,' we sit down with Greg Ward, a successful personal injury lawyer, to discuss the critical role of confidence, authenticity, and faith in building a thriving law practice.  Greg shares his journey from starting with a fold-out table and laptop to leading a firm with 200 employee...

🎯 Your Law Firm Is Growing… But Is Your PROFIT? If your law firm is bringing in more clients but your take-home pay is shrinking—this video is for you. In today’s episode of The Law Firm & Finance Show, we’re breaking down the three silent profit killers that cause many law firm owners to work more and earn less. 👉 You’ll learn: Why hiring more people doesn’t always increase profit How to se...

🏖️ From 65-Hour Weeks to Living in France: How Kristen David Built a Law Firm—and a Life—She Loves What if you could run a successful law firm and take a real vacation in France… without worrying about emails, missed deadlines, or putting out fires? In this episode of Law Firm Success Story, we sit down with Kristen David, a former attorney turned business coach, who made that dream a reality—and...

🌍 Bridging the Justice Gap: How Modern Legal is Transforming Family Law 🌍 Did you know that 48 out of 100 counties in North Carolina are considered legal deserts—areas with little to no access to legal services? Modern Legal is on a mission to change that. In this episode, we sit down with Theresa, founder of Modern Legal, to discuss: ✅ How technology is revolutionizing access to justice in Nor...

🚀 How This Lawyer Built a Highly Profitable, Efficient Law Firm (Without Burnout!)  Learn how Ana Juneja runs a streamlined, results-driven law firm that maximizes efficiency, eliminates unnecessary work, and delivers exceptional results—all while maintaining a great work-life balance.  👇 Watch now! 📊 In this episode of Law Firm Success Story, Ana shares how she engineered her law firm for effi...

📍 Fix My Firm: Trust Accounting Best Practices for Law Firms 💼 In this episode of Fix My Firm, we’re diving into essential trust accounting practices to keep your law firm compliant and organized. 💬 We’ll cover everything from setting up a dedicated trust account to tracking client transactions accurately and implementing a robust reconciliation process. 📊 Here’s what you’ll learn: 🎯 Why a Se...

In this episode of Law Firm Success Story Podcast, we dive into the journey of building a thriving law firm with Joshua Nelson, owner of Georgia’s largest Elder Law practice. 🚀 Josh shares his growth from 3 employees to over 40 and offers insights on the tactical moves and culture-building that made it possible. ✨ Discover how investing in the right talent and cultivating a positive firm culture...

⛑️Addressing Ineffective Marketing Strategies In this episode of Fix My Firm, we tackle a common issue faced by many law firms: "Spending heavily on marketing without seeing desired results." 😫 💵Through a financial perspective, we explore the importance of defining ideal leads and assessing if your marketing agency understands and targets the right clients.  ✍️Learn why it's cruci...

In this episode of "Law Firm Success Stories", we explore how Jordan transformed his challenging law firm experience into a thriving practice. 🏆 Learn how he moved from 🥵burnout to balance⚖️ by redefining his role, focusing on strengths, and creating a fulfilling business that aligns with his personal goals. 🎯 ✨ Plus, discover key strategies on embracing what works for YOU, setting b...

Solving Cashflow Issues in a Flat Fee Model 💼 In this episode of Fix My Firm, we’re addressing a common cashflow challenge for law firms operating under a flat fee model.  We’ll dive into why cashflow problems persist despite a high volume of leads and how shifting your focus to higher-value cases can improve profitability. 📊 Here’s what you’ll learn: 🎯 How to identify the cashflow problem in a...

In this episode of Fix My Firm, we tackle cash flow issues that persist even with hardworking staff and a solid caseload. 🧐 We dive into whether your team is focused on billable work or just busy work and highlight the importance of a strong billing and collections process. ✨Plus, discover how hiring a virtual assistant for admin tasks can free up your legal staff to maximize billable hours. 🎯...