BE THAT LAWYER

In this episode, Steve Fretzin and Natalie Knowlton discuss:The growing number of people DIYing their legal needs and why lawyers should be concerned. Non-lawyer ownership of law firms. Why lawyers should embrace thoughtful legal regulatory reform. Emerging business models in the practice of law.  Key Takeaways:Law is both a profession and a business. Your law firm should be running as an actual business that provides legal services. Consumers are responding to the commoditization of the law - it is a way that consumers recognize and understand how to use. You can monetize legal information. There is a level of legal information you can package and sell that the average person just doesn’t know. Technology is causing a disruption and a change in the legal industry. That technology, such as AI, is likely here to stay and is only going to get more sophisticated. "Regulatory reform is here to stay. I think the level of opposition we are seeing is a testament to the fact that it is here to stay." —  Natalie KnowltonGet a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Get Visible: https://www.getvisible.com/ Episode References: Final Event of 2023!: https://fretzin.com/eventsTalk Justice: https://legaltalknetwork.com/podcasts/talk-justice/Mathew Kerbis: https://www.linkedin.com/in/mathewrobertkerbis/ About Natalie Knowlton: Natalie Anne Knowlton is the Founder of Access to Justice Ventures, empowering entrepreneurs who are developing scalable access to justice solutions. She is a 2023 ABA Journal Legal Rebel and is listed among the ABA Legal Technology Resource Center’s 2022 Women of Legal Tech. Connect with Natalie Knowlton:  Website: https://a2jventures.com/LinkedIn: https://www.linkedin.com/in/natalieanneknowlton/Twitter: https://twitter.com/natalalleycat   Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Michael Liebowitz, Principal at Magnetic Mind Studio, specializes in crafting compelling marketing messages for consultants and founders. He emphasizes the personal nature of business relationships and how behavioral neurology influences client decisions. Liebowitz shares insights on belief alignment in messaging, stressing the importance of articulating the outcomes and core beliefs that resonate with clients. He warns against the common mistake of focusing on what businesses do rather than the meaning behind it, urging a more authentic, emotional connection in marketing.

In this episode, Steve Fretzin and Brooke Lively discuss:Avoiding analysis by paralysis. The six key components of business that you need to understand. EOS (Traction) for law firms. Defining roles and delegating for law firm success.  Key Takeaways:When you have your data dialed in, you can see where the issues really are and then you can fix them. Most companies are running at about 20% strong on the six key components. Very few have 100%, but the goal is to always get better. If everything is important, nothing is important. You’ve got to keep the one thing, the one thing. There are many free resources for getting started with EOS that can help transform your law firm now.  "When you've got the vision, when you've got the right people that understand that vision and are helping to create it, that are rowing in the same direction, and you're doing it all based on data - everything in your company becomes so clear." —  Brooke Lively Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Get Visible: https://www.getvisible.com/ Episode References: Final Event of 2023!: https://fretzin.com/eventsCheck out the previous episode with Brooke here: https://www.fretzin.com/podcast/episodes/brooke-lively-from-panic-to-profit-in-your-law-firm/Traction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837EOS Worldwide: https://www.eosworldwide.com/brooke-livelyTake The Assessment: https://organizationalcheckup.com/ About Brooke Lively: Brooke is the Founder and President of Cathcap, a group of Profitability Specialists and CEOs who help lawyers grow, scale, and create more profitable firms. She started the company after spinning up a 7-figure law firm in under 2 years and receiving requests for help from other law firm owners for help. That was when Brooke began to understand the apprehension lawyers felt around the numbers in their business, and how rarely they used data in their decision-making process. As Cathcap grew and helped more than 200 firms, she began to see a trend between the firms that excelled and the ones that just survived - and that difference was implementing EOS. After years of trying to find great EOS coaches who understood the legal industry, Brooke ultimately became an EOS Implementer and now helps law firms achieve all their goals. Brooke is an international speaker, international best-selling author, and coach whose down to earth actionable advice has helped hundreds of lawyers. She loves nothing more than the moment when "the light bulb goes on" and she knows that a person is going to take action that will positively impact their business, and not only their life, but the lives of their clients and employees. Brooke holds an MBA in Corporate Finance and Investments from TCU, is a CFA Charter holder, has been voted one of Fort Worth's CFOs of the year, and has been featured in such publications as CNBC, Forbes, and US News and World Report. Connect with Brooke Lively:  Website: https://cathcap.com/  LinkedIn: https://www.linkedin.com/in/brookelively/LinkedIn: https://www.linkedin.com/company/cathedralcapital/Facebook: https://www.facebook.com/boo.lively.3Facebook: https://www.facebook.com/CathedralCapital Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Steve Fretzin and Jonathan Fitzgarrald discuss:Collaboration between a lawyer and a business coach. Why you should have a business plan for your law firm. Finding the right referral partners and investors. Ideas for staying top of mind and staying in touch. Key Takeaways:Relationships are proactive, not reactive. If you don’t have a plan, you won’t know where you are going.Be the go-to person for people outside of the things you do. Listen with your eyes - people are telling you more on LinkedIn than even they realize.  "The number one challenge for most professionals is staying top of mind among their target audience for people who can refer them business." —  Jonathan FitzgarraldGet a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Overture: https://overture.law/Get Visible: https://www.getvisible.com/ Episode References: Accept Steve’s Challenge at: http://fretzin.com/Alex Hormozi: https://www.youtube.com/@AlexHormoziJerry Maatman: https://www.linkedin.com/in/geraldmaatman/ProVisors: https://provisors.com/The Armstrong & Getty Podcasts - https://www.armstrongandgetty.com/podcasts/ About Jonathan Fitzgarrald: Jonathan Fitzgarrald looks to undervalued professionals, untapping their potential to grow revenue, market visibility, and their practices. Many of the firms Jonathan advises report up to 20 percent increases in revenue within the first year. Jonathan’s proprietary approach adapts a Moneyball strategy by recognizing and coaching traditionally overlooked, highly skilled professionals in legal, financial, accounting, and professional services firms. Connect with Jonathan Fitzgarrald:  Website: https://equinoxstrategy.com/LinkedIn: https://www.linkedin.com/in/jonathanfitzgarrald/LinkedIn: https://www.linkedin.com/company/equinox-strategy-partnersTwitter: https://twitter.com/JRFitzgarraldTwitter: https://twitter.com/EquinoxStrategyFacebook: https://www.facebook.com/EquinoxStrategyInstagram: https://instagram.com/JRFitzgarrald Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Stewart Wessel discuss:How Stewart got into legal recruiting. The control and freedom that comes from having your own book of business. Building your network. Understanding the market for 1+1=3.  Key Takeaways:As a younger lawyer, you do not have to start building your book alone - you can bring a more senior attorney with you to help close the deal. The optimal size of your book when making a lateral move is different depending on where you are trying to move. When making a lateral move, look for a fit outside of just a monetary fit. The cultural fit and what you’re looking to get out of the firm will also make a difference in where you want to look. There are many questions you need to understand so you go into a move with your eyes wide open.  "The truth of the matter is, that's the baseline. The expectation is you're a great lawyer, but you need to have business in order to have some control and some freedom over your life and make moves." —  Stewart WesselGet a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Get Visible: https://www.getvisible.com/ Episode References: Last Event of 2023!: https://fretzin.com/eventsProVisors: https://provisors.com/Eat That Frog! By Brian Tracy: https://www.amazon.com/Eat-That-Frog-Great-Procrastinating/dp/B08NN397DN/ref=sr_1_1 Connect with Stewart Wessel:  Website: https://www.thewessel.group/Email: stewart@thewessel.groupLinkedIn: https://www.linkedin.com/in/stewart-wessel-88935ab/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Steve Fretzin and Diane DiResta discuss:The value of speaking both in person and virtually.Common mistakes lawyers make when speaking.Understanding your audience.What to do when you’re nervous (and why those nerves are selfish). Key Takeaways:Fit is often about culture, not about a skill mismatch.It doesn’t matter if you are a fast speaker, you want to leave space in between - remember the pause. That is where the information you are sharing is going to land with the audience.Speaking is 90% preparation and 10% delivery - the price you charge is for more than the 1 hour of your time to give the presentation.Group things into 3 - it is more memorable. Stories also are memorable and touch the heart. "Speaking is one of the most powerful and cost-effective marketing tools you can have.  It's like test driving a car, they get to see you in action." —  Diane DiRestaGet a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Get Visible: https://www.getvisible.com/ Episode References: Gladden Longevity Podcast - https://gladdenlongevity.com/podcast-episodes/ About Diane DiResta: Diane DiResta, CSP, is Founder and CEO of DiResta Communications, Inc., a New York City consultancy serving business leaders who deliver high-stakes presentations— whether one-to-one, in front of a crowd, or from a virtual platform. DiResta is the author of Knockout Presentations: How to Deliver Your Message with Power, Punch, and Pizzazz, an Amazon.com category best-seller, and has spoken on 4 continents. She works with lawyers and leaders to speak with confidence, clarity, and exude executive presence. Diane is Past President of the NYC chapter of National Speakers Association and former media trainer for the NBA and WNBA. She was featured on CNN, and quoted in the NY Times, Wall Street Journal, London Guardian, and Investors Business Daily, and Bloomberg radio. Diane is a Certified Speaking Professional, a designation held by less than 12% of speakers nationwide. She is a Certified Virtual Presenter. And her blog, Knockout Presentations, made the Top 50 Public Speaking blogs. Diane is Past President of the NYC chapter of National Speakers Association and former media trainer for the NBA and WNBA. She was featured on CNN, and quoted in the NY Times, Wall Street Journal, London Guardian, and Investors Business Daily, and Bloomberg radio. Diane is a Certified Speaking Professional, a designation held by less than 12% of speakers nationwide. She is a Certified Virtual Presenter. Her LinkedIn Learning course Speaking Confidently and Effectively made the Top 20 Most Popular courses for two consecutive years. Connect with Diane DiResta:  Website: https://www.diresta.com/Book: Knockout Presentations: How to Deliver Your Message with Power, Punch, and PizzazzLinkedIn: https://www.linkedin.com/in/dianedirestaLinkedIn: https://www.linkedin.com/company/diresta-communications-inc-Twitter: https://twitter.com/speakingproFacebook: https://www.facebook.com/diane.diresta/Instagram: https://www.instagram.com/dianediresta Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin, Erik Olson, Jocelyn Brumbaugh, Jared Correia, and Gyi Tsakalakis discuss:Social media and your law firm.Doing research on LinkedIn for potential connections. Taking accountability for what you publish on social media. Directing people back to your website for the full content and owning your content on your website.  Key Takeaways:Be on the social platforms that your audience is on. Keep your social media posts to information, not advice. Clients want to know about the legal process. Responding to negative reviews is not for the reviewer - it is for the next person who sees it and sees that you are recognizing it. Repurpose the content on your website for social media - don’t make more work for yourself. All content should be guided through the eyes of your audience.  "You've got to think about who your audience is. But I will tell you this, from a from a top of mind awareness standpoint, it's the best, the most efficient, and the most effective way to stay in front of your audience on a regular basis. It's cheaper than TV, it's cheaper than radio. Radio and TV don't even have the eyeballs and the attention span that social media has." —  Gyi TsakalakisGet a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Get Staffed Up: https://getstaffedup.com/bethatlawyer/Overture: https://overture.law/Get Visible: https://www.getvisible.com/Lawmatics: https://www.lawmatics.com/bethatlawyer/ Episode References: LinkedIn Examples: https://www.linkedin.com/in/ryanmckeen/https://www.linkedin.com/in/brewster-rawls/YouTube Examples: https://www.youtube.com/channel/UCra2AXtKeyqnkAcToRAP8wwhttps://www.youtube.com/playlist?list=PLCFwfTmTPYWyj7F2tg6VPOzg2b1eRru8PClio Legal Trends: https://www.clio.com/resources/legal-trends/What Legal Consumers Want to Know Article: https://www.attorneyatwork.com/2019-clio-legal-trends-report-lawyers-fail-to-communicate-value/Coogan Knows the Law: https://podcasts.apple.com/us/podcast/coogan-knows-the-law/id1701005291Simple Concepts for Legal Consumers: https://drewlewis.law/category/blog/Descript: https://www.descript.com/Think About Client Journeys: https://www.thinkwithgoogle.com/consumer-insights/consumer-journey/micro-moments-understand-new-consumer-behavior/AI Assisted Workflow Tool: https://www.taskade.com/ Connect with Erik Olson:  Website: https://arraylaw.com/Show: https://arraylaw.com/managing-partners-podcast/YouTube: https://www.youtube.com/channel/UCWsbJqhtLMS5wmWmXulpY2ALinkedIn: https://www.linkedin.com/in/iamerikjolson/Twitter: https://twitter.com/thisisarrayFacebook: https://www.facebook.com/thisisarrayInstagram: https://www.instagram.com/array.digital/ Connect with Jocelyn Brumbaugh:  Website: https://www.buildenpartners.com/LinkedIn: https://www.linkedin.com/in/jocelynbrumbaugh/ Connect with Jared Correia:  Website: RedCaveLegal.com & Gideon.LegalLinkedIn: linkedin.com/in/jaredcorreia & linkedin.com/company/gideon-legal-software/Twitter: twitter.com/RedCaveLegal & twitter.com/Gideon_LegalFacebook: facebook.com/GideonLegal Connect with Gyi Tsakalakis:  Website: GyiTsakalakis.com & AttorneySync.comEmail: Gyi@AttorneySync.comShow: legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/LinkedIn: linkedin.com/in/gyitsakalakisTwitter: twitter.com/gyitsakalakisFacebook: facebook.com/gyitsakalakis Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Steve Fretzin, Erik Olson, Jocelyn Brumbaugh, Jared Correia, and Gyi Tsakalakis discuss:The first step lawyers and law firms need to do before marketing themselves.  Positioning yourself as uniquely qualified to help your client.  Perspective client avatars and referral partners.  Pros and cons of specializing and finding your niche.   Key Takeaways:Look at what you are already doing well now and capitalize on that first.  Bring in personal differentiation points in your marketing strategy to stand out from the crowd.  Positioning is what you want to be known for, it does not necessarily cover all that you do.  AI can be a tool, but there still needs to be a human component both before and after using the technology.   "AI is a remarkable tool as a supportive assistive tool. I think about it just like we use Grammarly or a bunch of other stuff to help us write and publish and do research, and it is absolutely remarkable in those contexts. So short answer, yes, use it - just learn about it and learn how you can actually use it both effectively and ethically." —  Gyi Tsakalakis Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Get Staffed Up: https://getstaffedup.com/bethatlawyer/  Overture: https://overture.law/Get Visible: https://www.getvisible.com/Lawmatics: http://lawmatics.com/bethatlawyer   Episode References:  ChatGPT for Legal Marketing Search: https://www.google.com/search?q=chatgpt+for+legal+marketing  ChatGPT for Legal Marketing Article: https://www.attorneysync.com/blog/chatgpt-for-legal-marketing/  Law Firm AI Article: https://thisisarray.com/law-firm-ai/ Connect with Erik Olson:  Website: https://arraylaw.com/  Show: https://arraylaw.com/managing-partners-podcast/  YouTube: https://www.youtube.com/channel/UCWsbJqhtLMS5wmWmXulpY2A  LinkedIn: https://www.linkedin.com/in/iamerikjolson/Twitter: https://twitter.com/thisisarray  Facebook: https://www.facebook.com/thisisarray  Instagram: https://www.instagram.com/array.digital/   Connect with Jocelyn Brumbaugh:  Website: https://www.buildenpartners.com/  LinkedIn: https://www.linkedin.com/in/jocelynbrumbaugh/   Connect with Jared Correia:  Website: RedCaveLegal.com & Gideon.LegalLinkedIn: linkedin.com/in/jaredcorreia & linkedin.com/company/gideon-legal-software/Twitter: twitter.com/RedCaveLegal & twitter.com/Gideon_LegalFacebook: facebook.com/GideonLegal Connect with Gyi Tsakalakis:  Website: GyiTsakalakis.com & AttorneySync.comEmail: Gyi@AttorneySync.comShow: legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/LinkedIn: linkedin.com/in/gyitsakalakisTwitter: twitter.com/gyitsakalakisFacebook: facebook.com/gyitsakalakis   Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

In this episode, Steve Fretzin and Elizabeth Tresp discuss:How Elizabeth started her law firm (and manages her other businesses as well). The secret of work-life balance. Managing workload capacity and workload ability when hiring. Understanding your core competencies and trying new things.  Key Takeaways:The work-life balance will change throughout your career and will look different for every person. Knowing when to hire is going to come with experience, but you need to be in tune with your employees, what is really happening, and if the work currently can support someone else. Always be recruiting (even if you’re not currently hiring). You never know what conversation is going to be had and what that will turn into. Be willing to take the risk on things you enjoy and make you feel good. You never know what you will learn or how your business will grow.  "Don't be scared. Take the risk. Invest in yourself. Invest in your goal and what you have to offer, own it, and feel good about it." —  Elizabeth Tresp Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Get Staffed Up: https://getstaffedup.com/bethatlawyer/Overture: https://overture.law/Get Visible: https://www.getvisible.com/ Episode References: 24 Months to Freedom by Brett Trembly - https://www.amazon.com/24-Months-Freedom-Staffing-Solutions/dp/1955242445 About Elizabeth Tresp: An attorney, business owner, investor, philanthropist, and mother, Elizabeth A. Tresp, JD, LL.M. founded her law firm, Tresp Law, APC in 2013 as a solo practitioner but quickly grew the firm to a successful mid-sized practice with several attorneys practicing under her direction. Elizabeth has a national client base consisting of thousands of clients from all walks of life in virtually every State.In 2019, Elizabeth purchased the nationally-revered law firm of Day & Associates, Inc, which has practiced continuously in Solana Beach since 1992. Today, Elizabeth is the principal attorney and owner of both law firms, with offices in Solana Beach, California; San Diego, California; and Kemmerer, Wyoming. Elizabeth is a respected volunteer and major donor in the non-profit community, and an angel investor and small business owner in numerous ventures throughout the United States. Elizabeth also owns or is a partner in several businesses from professional services to retail and food service. Her unique perspective informs her law practice, enabling her to design the right legal solutions for every individual client’s needs.For the past six consecutive years, Elizabeth has been awarded Super Lawyers Rising Star. Awarded by the San Diego Business Journal, Elizabeth is also an honoree of the 2021 and 2023 Women of Influence in Law and the 2022 Business Women of the Year. Elizabeth earned her Juris Doctor (JD) and Master of Laws in Taxation (LLM) at the University of San Diego School of Law. Connect with Elizabeth Tresp:  Website: https://www.tresplaw.com/Website: https://www.trespday.com/Website: https://www.normandysolutions.com/Website: https://www.trespcs.com/Phone: 858-248-2779LinkedIn: https://www.linkedin.com/in/elizabethtresp/Instagram: https://instagram.com/tresplawapcInstagram: https://www.instagram.com/trespdayInstagram: https://www.instagram.com/normandysolutionsInstagram: https://www.instagram.com/fossilfuelwy Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Steve Fretzin and Jeff Kimmel discuss:Understanding the business and the finances of the firm. Referrals, delegation, and trust in your team. Communicating clearly and confidently to your client about transitions in teams.Scaling down to scale up.  Key Takeaways:Everyone has their own way of managing - find the way that works for you and the firm and do that. It can be fun and exciting if you are doing it in a way that is fresh and right for you.You can give clients reassurance that you are part of their case while also assuring them that your team is more than capable and will be handling the day-to-day. You do not have to do it all. Answer internal firm questions not just with an answer, but with perspective as to how it affects the client and the case. You do not need to accept every referral case to maintain relationships - sometimes declining the cases that don’t fit can earn you respect and better future cases.  "Even if you don’t want to be the boss, it is so important for you, as a young lawyer, to understand that the firm you are working at is also a business." —  Jeff Kimmel Get a free copy of Steve’s book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Get Staffed Up: https://getstaffedup.com/bethatlawyer/Overture: https://overture.law/Get Visible: https://www.getvisible.com/ Episode References: What Lawyers Don’t Know by Jeff Kimmel and Connie Henriquez - https://startlovinglife.com/whatlawyersdontknow/ About Jeff Kimmel: As Managing Partner of Salenger, Sack, Kimmel & Bavaro, a New York trial firm, Jeff Kimmel is a fierce business leader and attorney who has navigated the firm's rapid growth and elevated its status to one of the leading personal injury and medical malpractice law firms in New York. Jeff has been recognized in the industry as a leader. His business background and innovative thinking have helped him structure the firm for continued growth and success.  Connect with Jeff Kimmel:  Website: https://www.sskblaw.com/Book: https://startlovinglife.com/whatlawyersdontknow/LinkedIn: https://www.linkedin.com/in/jeffrey-m-kimmel-4782864/Facebook: https://www.facebook.com/jeffrey.kimmel.524Facebook: https://www.facebook.com/Salengersackkimmelbavaro/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.