Successful Barrister

What do cargo planes, Star Wars, and disability law have in common? In this episode, Marc and Diana dive deep into the power of storytelling and why every lawyer needs to master it—both in the courtroom and in their marketing. Whether you’re persuading a jury or speaking to potential clients, turning your cases into compelling narratives makes all the difference. They discuss insights from Donald...

 When you're running a firm, having great ideas isn't the hard part—implementing them is. In this episode of The Successful Barrister , Marc Whitehead and Diana Berry introduce you to the Entrepreneurial Operating System (EOS), a proven framework that helps law firms gain traction. From the Vision Traction Organizer to Level 10 meetings and scorecards, they walk through the tools that brought clar...

Labor shortages, retention problems, and rising costs—sound familiar? In this episode, Marc and Diana discuss how offshoring (and nearshoring) can solve staffing problems without compromising quality. You’ll hear firsthand experiences, best practices, vendor recommendations, and how Marc Whitehead & Associates integrates offshore staff into the firm culture. If you’ve been curious about how of...

When cash flow gets messy, even the most organized firm can spiral into chaos. In this episode of the Successful Barrister, Marc Whitehead and Diana Berry dive into the mechanics of law firm profitability, from phantom income to the RULES matrix. They talk candidly about the financial traps contingency firms fall into and how Marc Whitehead & Associates dug their way out. You’ll learn why more...

Marketing on a budget? As Marc Whitehead sees it, most firms are looking for a way to compete with the 800-pound gorilla in their market. How do you outcompete someone with a million-dollar budget? You don’t—you outsmart them. Tune in for tips about smart marketing, the top three channels for marketing on a budget, and key tips from Allan Dib’s Lean Marketing .  Marc and Diana start by defining le...

Looking for the latest insights on marketing and managing your firm? In today’s episode of the Successful Barrister Podcast, Marc and Diana discuss their key takeaways from the PILMMA (Personal Injury Lawyers Marketing & Management Association) Super Summit. They share their most memorable insights and favorite speakers, and share how they plan to apply these insights to Marc Whitehead & A...

Looking to level up your firm? There are lots of programs out there to help small businesses create better internal systems, and Marc Whitehead & Associates uses EOS, or the Entrepreneurial Operating System. After one year of EOS, Marc and Diana give their review of EOS’s top benefits and surprises, as well as the issues EOS was not able to fix. Tune in to find out what to expect from EOS, how...

Marketing is only half the battle. While marketing can be extremely valuable, any marketing spending is wasted if your firm does not have the capacity to sign on the cases your marketing attracts. In today’s episode of the Successful Barrister Podcast, Marc and Diana discuss how Marc Whitehead & Associates created a winning intake department; from early mistakes the firm made to five quick tip...

Your clients shouldn’t just be your clients. They should be a crucial piece of your marketing strategy. In today’s episode, Marc Whitehead and Diana Berry discuss the basics of client referral marketing, from how to collect client referral sources to how to create memorable moments with your client to keep your firm top-of-mind.  From digital newsletters to snail mail to social media, there are lo...

Are you making the most of your referral network? Building and maintaining a robust referral network is a long-term strategy that will help you get consistent sources of new cases, but building a network is a marathon, not a sprint. In today’s episode of the Successful Barrister Podcast, learn how to build a referral marketing network, how to maintain your network, and how to stay top of mind for...

 Marc’s Top 10 Books, Ten Books for a Better Law Practice (And Business), Ten Books to Grow Your Firm Are you taking business advice from outside of the legal world? In today’s episode, Marc presents his top ten books for growing your law firm. True to character, he has broken his own rules and covers fourteen books in the episode.  Some cover the legal field specifically, while others focus on bu...

Is People Intelligence, Getting Emotional: Improve Your Firm’s EQ Sometimes, the soft skills are the hard skills. While emotional intelligence may seem like a fluffy concept, it can have real benefits in your practice. In this episode of the Successful Barrister, Marc and Diana discuss (and debate) the importance of emotional intelligence in law firms, particularly in your leadership team. They di...

In this episode of the Successful Barrister, Diana Berry presents a list of her top ten book recommendations for law firms. From general business tips to books specific to firms, Diana covers books that have helped her gain a better understanding of Marc Whitehead & Associates and her role at the firm. Reach out to Diana to let her know if you agree or disagree with her favorites – and tune in...

Are you an effective executive? If you’re not sure, or even if you think you are, you can learn something from this episode of the Successful Barrister. In this conversation, Marc and Diana discuss leadership skills as conceptualized by Peter Drucker in his book The Effective Executive . Importantly, Drucker conceptualizes leadership as different than management; and argues that while many of us l...

Thirty-Year Working Relationship! How do you retain your top talent? Fostering working relationships that last can be complicated, but Marc has worked with his paralegal Mel for thirty years, so he must be doing something right. On this first-ever guest cohost episode of Successful Barrister, Marc and Mel discuss why Mel stay for so many years; from how they met to the qualities that make them com...

In some ways, business can feel like a sport – there’s players, strategy, and to an extent, rules to play by to be successful. However, unlike a sport, business is not static; it does not have set p-layers, a set length, or an endpoint. In this episode, Marc and Diana discuss The Infinite Game by Simon Sinek. The book explores business through the lens of longevity and legacy, and gives tips to he...

How do you get in front of the right clients? In today’s episode of the Successful Barrister Podcast, Marc and Diana discuss The One Page Marketing Plan as it relates to the marketing strategy of Marc Whitehead & Associates. Lots of firms are stuck in the past with their marketing, so taking inspiration from other industries can help your firm reach its future clients.  There are three main pi...

Success can be simple. In today’s episode, Marc and Diana offer ten simple strategies that have contributed to Marc’s success for your practice to adopt. From scalability to marketing, these tips will help you plan for your firm’s future instead of getting caught up with in the whirlwind of day-to-day tasks.  For detailed show notes, navigate using the time stamps below: [1:50] Instead of discussi...

Do you think you’re a great boss? Most of us do, but being a great boss is deceptively difficult and takes practice. Today, Marc and Diana discuss the appropriately titled How to Be a Great Boss by Gino Wickman and René Boer. They dive into the appropriate balance of friendliness and detachment from your employees, the key areas where bosses often fail, and how your workplace compares to a bus.  F...

As a leader in your firm, you are not paid to get bogged down in the day-to-day tasks of your practice –you are paid to think. This can be difficult for many of us, because thinking is amorphous and unstructured. However, Paid to Think: A Leader’s Toolkit for Redefining Your Future by David Goldsmith gives a structure for your thinking. Learn how you can think and plan more effectively, how to pro...

In today’s episode of the Successful Barrister, Marc and Diana discuss the Stay Interview, a concept introduced by Richard P. Finnegan. The idea of a stay interview is simple – companies conduct exit interviews to understand why employees are leaving, but if they had that information before they left, they could have prevented that turnover. Marc and Diana explain the questions Finnegan coined, an...

Productivity might be even more important than you realize. As Marc describes it, productivity is about buying back your time – it allows you to work faster, make more money, and spend more time living the life you want to live. In today’s episode, Marc and Diana discuss productivity through the book Smarter Faster Better: The Secrets of Being Productive in Life and Business by Charles Duhigg. The...

Is your firm afraid of AI? Or are you one of the many of firms who have adopted it? While AI has a mixed reputation in the legal industry, it can be extremely useful when applied responsibly. In today’s episode, Marc and Diana discuss their firm’s adoption of AI and advise listeners on how they can adopt artificial intelligence responsibly.  For detailed show notes, navigate using the time stamps...

In this episode of the Successful Barrister, Diana and Marc give you the secrets to being brilliant. While that may sound a little far-fetched, they have the tools to do it; specifically, they are pulling from The Personal MBA: Master the Art of Business by Josh Kaufman. The book asks a series of 49 questions to help you become brilliant, guiding you through topics like your health, your focus, yo...

In this episode of the Successful Barrister, Diana and Marc discuss one of Marc’s biggest pet peeve: new years resolutions. Most people do not stick to their new years resolutions – they tend to be lofty and ill-defined, and few people hold themselves accountable to them. Because of this, this episode focuses on setting realistic goals – helping you avoid “shiny object” thinking, create milestones...