Maximum Lawyer

Did you know that it is human nature to think of adding things into our lives before we think about subtracting? Like when life gets stressful … we add. Or when work gets too busy - we add. Today we are excited to talk to our guest Leidy Klotz, author of the book “Subtract”. We talk about our instinct to add, and answer the question of “What if we thought about subtracting?” We talk about a huge physical example of subtracting (San Francisco freeway) and a subtraction checklist that we can use to cue ourselves to stop and think about subtracting as well. For example, Do you really need to go to that meeting? Or are you just a passenger? Join Jim and Tyson today as they deep dive into this idea of: “Why do we think of adding before we think of subtracting? And what can we do about it?” Because one of the biggest challenges with subtracting is that it's invisible to your calendar. So what are the benefits to you personally and to your business? Listen in and take notes. 1:11 Meet Leidy Klotz …04:28 Are we built to add? Is it a survival instinct? 06:06 The exercise of removing 5 things from your calendar every week AND the benefits!08:00 How do we stop so that we can  intentionally think about subtracting from our lives?10:16 Even after we do think of subtracting, it can be hard to execute — just like the San Francisco freeway …  here’s why …14:06 What is a checklist for subtraction? And what would be on it? 19:47 What are the recommended standards for when something should be eliminated for business and personal purposes?22:09 What about when you want to do a bunch of different things and you're trying to get it all done? (personal and business) 24:31 Time famine … and what we can do about it Jim’s Hack: Drink a gallon of water a day! Benefits = clear and healthy skin, less headaches and joint aches, plus more!Tysons Tip:  Pick one of the things that you’ve been putting off in your life and start doing it, but FIRST — remove 2 things from your calendar to free up your time to do the thing that you’ve been wanting to do.Guest Tip: If you like to read books, read anything by Eduardo Galiano because he wrote the best soccer book of all time called “Soccer and Son and Shadow”. Brilliant writer!🎥 Watch the full video on YouTube or show notes here: https://maximumlawyer.com/leidyklotz477/Connect with Leidy:Bio: https://www.leidyklotz.com/about-leidyWebsite: https://www.leidyklotz.com/Twitter: https://twitter.com/LeidyklotzResources:Join the Guild MembershipMeet us in San Diego! The final quarterly mastermind of 2022 still has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

Have you heard? NEW in 2023 we're adding 1/2 day workshops to every quarterly Guild mastermind!If you watched Jim and Tyson live in the Facebook group yesterday, they announced that we will be kicking things off in the new year with a Video Marketing Workshop to help you create an action plan to start your YouTube channel or improve your current strategies and systems. We've jam packed this 4 hour workshop to cover everything you need to know:Content CreationContent Calendar + IdeasBuilding a Tribe Using VideoStudio Setup EditingYouTube SetupDistributionRepurposing ContentEquipment ListLogisticsMastermind Schedule:Thursday January 19th, 2023 1:00 - 5:00 PM | Video Marketing Workshop6:00 PM | Welcome Dinner for you and a guestFriday January 20th, 20237:30 AM - 5:00 PM | Mastermind Day Member HotseatsView the full mastermind schedule here.Check out the Guild community for legal entrepreneurs here. Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

When one of your hacks turns into a smashing success … that’s what happened to today’s guest on the podcast. Keith Lee is CMO for a software company called Case Status. Through a phone app or website portal all law firm clients are able to check the status of their cases. Just like online banking.This eliminates roughly 85% of a law firm's inbound phone volume from current clients. With the support of the messaging system, calendaring tasks, reminders, e-signature, and stage levels, clients expectations are set about your firm's work and where everyone is in the process. This is not a case management system, but a client management system that we are talking about in today’s episode. Listen in as Keith goes over the 3 big reasons why you might want to check out Case Status to manage your clients. 01:18 Keith’s journey which a super weird non-traditional, legal career path03:08 Keith’s insights on what mistakes most legal tech vendors make when dealing with law firms and lawyers04:35 Making a career change …  15:06 What is Case Status? And how can it help lawyers? 21:14 What integrations come with Case Status  …Jim’s Hack: This week is a mindset shift from short patient’s levels, where if something doesn’t work you quickly jump over to the next thing, TO instead of jumping around — why not try staying the  course and see what happens.Tyson’s Tip:  A new website and app called Wombo, that takes words you give it and creates art about those words. It could do some fun social media things. Keith Tips: Check out Naval Ravikant, micro podcast series all about his fundamental strategies to build wealth over a long period of time. Listen to this gem in less than 3 hours! Perfect for any business owner. 🎥 Watch the full video on YouTube.Connect with Kieth Lee:Website TwitterMembershipCase StatusResources:Join the Guild MembershipMeet us in San Diego! The final quarterly mastermind of 2022 still has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

What happens if there is sudden death in your firm and what happens for planned succession? Steven McClelland joins us today for practical tips and valuable insight on this situation. Not only because Steven has dealt with this first hand in his firm but also because he believes that as attorneys, we have to come to the realization that we are replaceable. With a staggering stat of 72% of attorney’s not having an “after death” plan in place, he is on a mission to share how to make this practical and possible.01:05 Where do you start when it comes to getting prepared for:  When the owner of your firm passes away? 02:39 Meet Steven and why this is his passion 09:27 A couple practical actions are … 12:00 What about your spouse?15:40 These few documents are helpful …. 18:49 Where do you put your documents for people to access after death? 21:04 What about if the person doesn't actually pass? 23:10 What about your bills? Who pays them? How does this work out?28:10 If you put together ONE document for your firm … The most important document would be is …29:15 How plans for death affect the ways the people you love process through death. Jim’s Hack: Deep Questions Podcast by Cal Newport Guest Tip: Create a video of instructions for your team in case you die. Also think of creative ways to support and connect with your family and kids after death as well. Tyson’s Tip: Use this easy editing app called InShot for assistance with your Reels etc. 🎥 Watch the full video on YouTube.Connect with Steven McClelland:Website Blog Resources:Join the Guild MembershipMeet us in San Diego! The final quarterly mastermind of 2022 still has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

From a small immigration law firm job to one of the top 20 Business Immigration Lawyers in the Nation by HR Executive Magazine, Sameer thought he was at the pinnacle of success.Like many, Sameer felt like something was missing, and he was faced with learning more about himself which began his journey of self-discovery. Understanding who you are, which is an ongoing process, and how that work is instrumental to having a vision and building a business based on that vision is what makes all the difference.Going back to square one, he decided to branch out on his own and find that connection with his work. He soon realized that he valued three things: freedom, service, and being a disruptive force.Building from his own experience as an immigrant and corporate immigration expertise, Sameer works to help highly skilled immigrants that struggle to navigate the severely arcane immigration system.2:17 need to fit in6:38 helping individuals11:16 I don’t have to do it all myself14:51 decision to niche down19:06 I just start talking about this24:03 there’s so much moreJim’s Hack: People always say, “I don’t know what to do.” If you find yourself in that situation, Les Brown said, instead say to yourself, “If I did know what to do, what would I do?” Presume you do know what to do, and just do that.Sameer’s Tip: Check out the chrome extension PDF Friendly. It makes any web page print friendly & PDF.Tyson’s Tip: When evaluating anything, always start with the positive and then move into the negative. This mindset shift is hard to change because it goes against nature. Don’t ignore the negative; just practice starting with the positive. 🎥 Watch the full video on YouTube.Connect with Sameer:WebsiteLinkedInResources:Join the Guild MembershipMeet us in Scottsdale, Arizona! The first quarterly mastermind of 2023 has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

He is the CEO of Connecticut Trial Firm and attorney of the highest bodily injury verdict in the State of Connecticut!With a dollar amount in mind, Ryan and his partner set out with a specific goal in mind about five years ago when it all began with his client, but this verdict certainly exceeded expectations.Something that may surprise many is that Ryan had no doubt about his goal. He set out knowing that his goal was going to happen but also knew it was going to take a significant amount of work and skill.One of the great things about Ryan is that he understands that clients are scared, hurt and confused, which is why he represents individuals every day against multi-billion dollar corporations that are focused on profits, not people.Being the first person in his family to graduate from a four-year college, Ryan has dedicated his life to putting law into plain English. 2:35 we want a $10 million jury verdict6:23 we were not established11:03 we really wanted to understand what they went through14:07 initial demand of $60 million19:51 I was in court sobbingJim’s Hack: There’s no substitute for looking out into the future deciding where you want to be, writing it down, and then working backward to build the infrastructure to get where you want to be.Ryan’s Tip: Even if something feels out of reach for you, believe in yourself. Surround yourself will better people, go for it and figure it out because you can do it. Everything is figuroutable!Tyson’s Tip: For visuals and recreations, check out highimpact.com. For animations, check out https://www.totaltrialsolutions.com/animations/🎥 Watch the full video on YouTube.Connect with Ryan:WebsiteLinkedInResources:Join the Guild MembershipMeet us in Scottsdale, Arizona! The first quarterly mastermind of 2023 has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

Do you find yourself being all in or all out?In this episode, Jim and Tyson discuss going from one extreme to another.Going beyond what is reasonable on one end to then changing your mind and heading in the opposite direction can be challenging to deal with in any law firm. While there are many people with this type of personality, one of the most important things is to have someone who can help balance you out.It’s essential to think about making progress by moving more toward a smooth and steady path instead of swinging from one extreme to the other.2:36 walk a little faster Hacking6:15 take violent liking to things10:15 you’re not just one dial14:35 picture yourself as the whole team17:25 not being on either one of those extremes20:42 what were the things you needed to know thenJim’s Hack: Check out the Netflix documentary called 14 Peaks: Nothing is Impossible. It’s about a fearless Nepali mountaineer, Nimsdai Purja, embarking on a seemingly impossible quest to summit all 14 of the world’s 8,000-meter peaks in seven months.Tyson’s Tip: Check out the language learning app Pimsleur. Learn to speak a new language in just 30 days.🎥 Watch the full video on YouTube.Resources:Join the Guild MembershipMeet us in Scottsdale, Arizona! The first quarterly mastermind of 2023 has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

Gary’s lightbulb moment was when he was working as a personal injury attorney. He quickly realized that smarts didn’t matter as much as how one chooses to run their business.From there, his knowledge and expertise in the intake arena took off, and he began consulting with law firms. Gary is now the proud founder of Intake Conversion Experts, LLC, Principal Consultant at Maximum Intake Consulting Inc., Managing Partner at The Falkowitz Law Firm PLLC, and as his kids would attest to, "The Loudest Guy In The Room".He authored the book, The Complete Guide to Law Firm Intake, which is a great read for all personal injury law firms spending money to generate leads. Gary has also started a coaching program called The Intake Playbook.In this conversation, Gary shares his story, the truth he teaches to help law firms fix their intake, as well as doing everything you can to sign as many potentially good clients as possible.2:23 the lightbulb went off 6:48 teaching law firms how to run a business11:41 that is fantastic14:17 how much money they're wasting  19:15 this is 100% sales26:23 make them subject matter experts 30:35 trying to provoke thoughtJim’s Hack: Check out the book Zone to Win: Organizing to Compete in an Age of Disruption by Geoffrey Moore. Established firms and companies need to play offense and defense and maintain their current position while innovating. If you stand still, you’ll get run over!Gary’s Tip: Take five minutes and call your law firm during off hours to see what the experience is like. Make up a name and use a different phone number.Tyson’s Tip: Every week pick one thing from your calendar to be removed or delegated. This will help you get to the work you were meant to do.🎥 Watch the full video on YouTube.Check out the Maximum Intake Episodes at the links below:Maximum Intake Pt. 1 w/ Jim Hacking and Gary Falkowtiz 254Maximum Intake Pt. 2 w/ Jim Hacking and Gary Falkowitz 257Maximum Intake Pt. 3 w/ Jim Hacking and Gary Falkowtiz 260Maximum Intake Pt. 4 w/ Jim Hacking and Gary Falkowtiz 263Maximum Intake Pt. 5 w/ Jim Hacking and Gary Falkowtiz 266Maximum Intake Pt. 6 w/ Jim Hacking and Gary Falkowitz 269Maximum Intake Pt. 7 w/ Jim Hacking and Gary FalkowitzConnect with Gary:WebsiteLinkedInResources:Join the Guild MembershipMeet us in Scottsdale, Arizona! The first quarterly mastermind of 2023 has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

From teaching to certified financial planner, Darren specializes in serving the unique financial planning needs of attorneys and law firm owners.When it comes to clarifying your needs, he takes a deep dive into getting to know and understand you and the people and things that matter most to you.Welcome back to another episode of the Maximum Lawyer; this time around, we have the host of The Lawyer Millionaire Podcast and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence. Darren is active in his local community and dedicated to helping his clients transition from their working life to a comfortable retirement with confidence.2:42 burned out6:02 during the pandemic11:19 the basics work14:39 you have to be proactive and plan19:03 how can we accomplish your goalsJim’s Hack: Don’t allow yourself to become a victim of employee blackmail. When employees say no to doing multiple things at once, you have to decide the priorities of your firm and figure out a way to make it happen.Darren’s Tip: An upside to inflation is having a high-yield savings account. Marcus.com offers a 1.7% high-yield savings account. Tyson’s Tip: For podcasting, both of us use Shure mics. Tyson’s model is an SM7B, and Jim uses a USB model, the MV7.🎥 Watch the full video on YouTube.Connect with Darren:Website FacebookLinkedInTwitterResources:Join the Guild MembershipMeet us in Scottsdale, Arizona! The first quarterly mastermind of 2023 has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

When you’re faced with a scenario like this, how can you hold yourself accountable?In this episode, Jim and Tyson discuss spot-checking yourself for accountability. There are often a million things running through your mind when something like this happens. Start by identifying the problem and then begin looking for solutions. It may not always be about putting a better system in place.It’s important to think about the process and the things that need to be fixed. When you find that the ball has been dropped, review your operations and build in what is necessary to prevent this from happening again in the future.2:27 how to keep people accountable6:02 our system doesn’t have alarm bells10:21 start to finish14:22 that’s how it’s framed17:51 my biggest concern20:37 file reviews on a regular basisJim’s Hack: There’s a huge difference between having nothing on your calendar and having one thing on your calendar. Have big blocks of time away from the office where you can focus and do the high-level work that only you can do.Tyson’s Tip: Write down the different lessons learned in a journal to give to your children when they’re older. Fill it with wisdom to pass along the way so they can treasure it forever.🎥 Watch the full video on YouTube.Resources:Join the Guild MembershipMeet us in Scottsdale, Arizona! The first quarterly mastermind of 2023 has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn