Check out Sarah's website ResponseAbilityCoaching.com for an invitation to her free ebook on Creation and Power of Vision Boards, to learn more about her new 1 year program where you Live Your Truth and Rock Your Life, and find out more about the Be Happy Video Summit.

043: Sarah Ouellette of Response Ability Coaching discusses How to Live Your Truth and Rock Your Life!

What makes a Lawpreneur? Sarah Ouellette, Founder/CEO of Response Ability Coaching, is a Holistic Divorce Mediation Specialist, Energy Healer, Author and Legal Professional Coach. She is co-author of “The Energy of Happiness” which published in June 2014 and the Host of the Annual “Be Happy Summit.”

Sarah works as a Holistic Divorce Mediation Specialist where she incorporates forward focused transition coaching techniques with her mediation legal training and assists families to divorce with purpose, integrity and grace. Sarah is a pioneer in her field and the happiest attorney you’ll ever meet. She hosts an Annual Be Happy Video Summit where she has experts share tools and tips on how to choose happiness for ourselves and in our lives now. Sarah co-authored the book “The Energy of Happiness” which released August 2015. Sarah is on a mission to transform our profession to a happier one. She believes by incorporating our human side, our spirit and intuition into our practices we can transform our work, profession’s reputation and career satisfaction. She is barred in Connecticut and lives in San Diego, California.

Sponsors

Square my case
My Case is a web-based legal practice management software built for the modern law firm. Start your free 30 days with My Case today. Tell them Lawpreneur Radio sent you!

Listen to the podcast

Fail fast to succeed faster

  • Sarah believes that everything is a lesson. She used to be lazy about figuring out what she wanted to do, and did not take the time to create the life that she wanted. Sarah realized that if you don’t create what you want, you are actually creating what you DON’T want.

Tell us something good

  • Hosting the Be Happy Summit, where over 3000 people from all over the world got the truth that they can be happy, they just need to choose it.
  • Lawpreneur listeners can purchase the Be Happy Summit by visiting behappysummit.com and clicking the “Let’s Talk” page.

What’s on your desk?

  • Co-authoring a book called the Energy of Happiness which is due August 2015 on Kindle.

Favorite Resource

  • ABC.com – where Sarah gets all her news

Favorite Books:

  • The Monk Who Sold His Ferrari: A Remarkable Story About Living Your Dreams The Monk Who Sold His Ferrari celebrates the story of Julian Mantle, a successful but misguided lawyer whose physical and emotional collapse propels him to confront his life. The result is an engaging odyssey on how to release your potential and live with passion, purpose and peace. A brilliant blend of timeless wisdom and cutting-edge success principles, a guide for the times, as countless people dedicate themselves to living a life where family, work and personal fulfillment are achieved in harmonious balance.
  • The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change (25th Anniversary Edition)This is one of the rare books that has influenced presidents, CEOs, educators, and individuals all over the world not only to improve their businesses and careers but to live with integrity, service, dignity, and success in all areas of life.

Favorite Quote of the Show in a One Minute Clip

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This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio

042: Moty Koppes, Master Certified Coach discusses Seven Steps to a Joy-Filled Life

Moty KopesWhat supports a Lawpreneur? Moty Koppes is an Executive Master Certified Coach and a Professional Mentor Coach awarded by the International Coach Federation – The most rigorous independent body for coaches worldwide – and a member of their global credentialing team that assesses individual coaches. She has been coaching for the past 15 years. Moty is a faculty member of Coach University, training coaches globally, and is one of their Professional Mentor Coaches.

Prior to starting her coaching practice, Moty was working as a clinical psychologist for 20 years in 8 different countries. Moty works with Executives, business owners, professionals and entrepreneurs. As a psychologist she uses a unique approach, working with her clients from “inside out” enabling them to actualize their full potential personally and professionally. As a result, they will reach their goals faster increase sales enhance communication skills and gain more focus.

Sponsors

Square my case
My Case is a web-based legal practice management software built for the modern law firm. Start your free 30 days with My Case today. Tell them Lawpreneur Radio sent you!

Listen to the podcast

Moty’s Seven Steps to a Joy-Filled Career

Moty believes that the understanding of the self helps one be more compassionate with others.

  1. Be able to articulate your life’s purpose. Create a personal mission statement. Moty encourages people to come up with a “word in the box” which represents their life’s purpose.
  2. Keep your life goals in mind. This means asking questions like “What do I want to feel?” “What do I want to do?” “What do I want to own?” “What do I want to contribute?” Listen to yourself, and think what might be your legacy.
  3. Do meaningful work. How you experience your work defines “meaningful.”
  4. Associate with energy-giving people.. Consider the people with whom you spend your time. Does their energy feed you or take from you?
  5. Check your attitude. It is your belief that creates you. One can choose to be optimistic and solutions-focused.
  6. Review what’s working and not working. Renew. Recommit.
  7. It takes discipline to get into and stay in an joyful position.

Books

Moty can be reached by Skype, telephonically, or in person.

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio

041: Matthew Stein of Pardes & Stein discusses Business Law and Networking

matt steinWhat makes a Lawpreneur? Matthew Stein of Pardes & Stein focuses his practice in the areas of business litigation, real estate and premises liability. An experienced trial lawyer and skillful negotiator, Mr. Stein is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented. Mr. Stein has handled cases throughout the state of California and obtained several significant wins for his clients.

Matt believes that the best results are achieved when every case is meticulously prepared for trial and this philosophy has enabled him to obtain scores of favorable settlements in all kinds of actions. Matthew G. Stein has been selected to the 2014 California Rising Stars list. Each year, no more than 2.5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor.

Sponsors

Square my case
My Case is a web-based legal practice management software built for the modern law firm. Start your free 30 days with My Case today. Tell them Lawpreneur Radio sent you!

Listen to the podcast

Fail fast to succeed faster

  • Matt learned that when you represent smaller businesses, they don’t always pay their bills on time. Matt learned to be OK with that — to take a step back and realize that they will pay you, you just have to have patience.

Tell us something good

  • As a new Lawpreneur. Matt never expected to get a big corporate client. But he did! One of the largest corporate clients in the world. When Matt asked the client why they chose him, the client said that it was precisely because Matt is NOT part of big law that he was drawn to him. Matt realized that the value in service is greater — he can get big clients and make them happy by producing big law work product for less money.

What’s on your desk?

  • Half of Matt’s desk is his resume building work — work that is typically put on the back burner but needs to be done. This includes website revisions and blog entries.
  • The other half of Matt’s desk is his day-to-day work, including discovery, letters to clients, and other litigation work.

Favorite Resource

  • Provisors
  • Google
  • Myshingle.com
  • Going to other solos, small firms, and entrepreneurs

Favorite Books:

  • Entrepreneur Magazine Ideas and innovations come to the forefront in every issue of Entrepreneur magazine. Aimed at business owners and influential decision makers, the magazine covers the people, places, and concepts that up-and-coming successful individuals need to know about.

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio

040: Stephen Kaufman of Kaufman Steinberg, LLP discusses Family Law

stephen kaufmanWhat makes a Lawpreneur? Stephen Jay Kaufman, Esq. is a principal attorney and partner at Kaufman Steinberg LLP. With more than twenty years of experience, Steve is an expert in matters pertaining to divorce, child custody, guardianship, property division, spousal support and child support. He has great skill and experience in complex business and professional practice issues, representing clients with assets between one and fifty million dollars.

Steve is passionate about custody issues, and takes great care to insure all children, including those with special needs, are cared and provided for. Steve is also passionate about helping those who are victims of domestic violence find a safe environment during divorce proceedings. Steve is very proud of the work he has done helping domestic violence litigants reclaim their lives and the lives of their children. He is recognized for consistently caring for his clients and ensuring that they are able to reconstitute their lives after divorce.

Steve has also represented litigants from a wide variety of businesses and industries. Steve’s business experience, as well as his advocacy for business owners, professionals and entrepreneurs brings his clients a wealth of knowledge on issues regarding division of complex assets, closely held interests, professional practices and high net-worth estates.

Sponsors

Open CollarBill McCroskey of McCroskey Consulting takes customer service to the next level.  If your company is looking to provide excellent service, bring Bill in for an assessment.  He knows how to teach you how to close ’em, keep ’em and copy ’em…the goal of any growing and thriving company! Call 657.210.1849

Listen to the podcast

Fail fast to succeed faster

  • Early in his career, Stephen partnered with someone who was not compatible with him. Through this, Stephen learned that you must know who you are, and what to expect when choosing a partner.
  • Stephen also notes that one should not act precipitously without having a good plan or doing research. It is important to consult with others.

Tell us something good

  • As a family lawyer, Stephen appreciates that there is more than money that is at stake for his clients — it is about effecting a positive difference in an individual’s life.
  • Stephen helped a domestic violence victim change the course of her life.

What’s on your desk?

  • Stephen regularly deals with property issues, and is currently working on splitting a $28 million dollar empire that entails several complex business issues. Stephen also evaluates professional practices.

Favorite Resource

  • Abacus – calendar management
  • Timeslips – billing
  • Dissomaster – calculates CA spousal and child support

Favorite Books:

  • Many Lives, Many Masters: The True Story of a Prominent Psychiatrist, His Yo As a traditional psychotherapist, Dr. Brian Weiss was astonished and skeptical when one of his patients began recalling past-life traumas that seemed to hold the key to her recurring nightmares and anxiety attacks. His skepticism was eroded, however, when she began to channel messages from the “space between lives,” which contained remarkable revelations about Dr. Weiss’ family and his dead son. Using past-life therapy, he was able to cure the patient and embark on a new, more meaningful phase of his own career.
  • Proof of Heaven: A Neurosurgeon’s Journey into the Afterlife Near-death experiences, or NDEs, are controversial. Thousands of people have had them, but many in the scientific community have argued that they are impossible. Dr. Eben Alexander was one of those people. A highly trained neurosurgeon who had operated on thousands of brains in the course of his career, Alexander knew that what people of faith call the “soul” is really a product of brain chemistry.

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio

039: Bill McCroskey of McCroskey Consulting discusses Customer Service: How to Be It

Open Collar

What serves a Lawpreneur?  Great Customer Service!  Listen as Bill McCroskey of McCroskey Consulting discusses Customer Service:  How to Be It.  Great customer service is an experience we all seek and expect, and Bill has made it an art.

Bill has taken his years of experience as a Customer Service Manager in service companies, documented the process, and figured out a way to make a difference for companies looking to turn around.  He knows what it takes to create a team to implement great customer service and retention, and he is eager to assist organizations and Lawpreneurs in building these processes into their operations to improve their customer’s experience of their service.

With 20 years of experience, Bill knows what a great experience looks like and he knows how to help Lawpreneurs provide that to their customer.  Contact Bill at 657.210.1849

Listen to the podcast

Fail fast to succeed faster

  • After layoff #1 from his customer service manager position, Bill determined he wanted to be a customer service consultant. However, when a full time position as a customer service manager at a struggling company was offered to him, he accepted. Four months later, he was laid off again when the company was put up for sale. Instead of being disappointed, he was inspired. He realized that what he achieved there was what he intended to achieve as a customer service consultant. Now he’s on his way.

Tell us something good

  • Bill is finishing up his new book Customer Service: How to Be It, in which he discusses how companies, managers, and executives can take and train that great experience into their daily lives.

What’s on your desk?

  • Bill offers his customer service consulting skills to smaller companies who are looking to raise their bottom line by improving their customers’ experiences.

Favorite Resource

  • Bill suggests you make thorough notes in your customer relationship management system (CRM) to keep customer engagement high and maintain a strong rapport.

Favorite Books:

  • As a Man Thinketh Allen’s most famous book, today is considered a classic self-help book. Its underlying premise is that noble thoughts make a noble person, while lowly thoughts make a miserable person. In “As a Man Thinketh,” James Allen reveals how our thoughts determine reality. Whether or not we are conscious of it, our underlying beliefs shape our character, our health and appearance, our circumstances, and our destinies.
  • Psycho-Cybernetics, A New Way to Get More Living Out of Life Put more living in your life! Psycho‑Cybernetics is renowned doctor and professor Maxwell Maltz’s simple, scientific, and revolutionary program for health and success. Happiness and success are habits. So are failure and misery. But negative habits can be changed—and Psycho‑Cybernetics shows you how!

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio

038: Debra Baker of Law Leaders Lab discusses New Faces of the Legal Industry

Law-Debra_BakerWhat makes a Lawpreneur? Listen in as Debra Baker of Law Leaders Lab discusses the New Faces of the Legal Industry — How changes in the law firm competitive landscape are impacting the way lawyers drive revenue and expand client relationships.

Debra Baker, Esq., is a journalist, turned lawyer, turned entrepreneur focused on helping law firms drive revenue and expand client relationships in an industry undergoing dramatic change. She started Law Leaders Lab out of her belief that the traditional model for delivering legal services no longer meets the best interests of clients and must change for lawyers to be successful in the current business climate. With more than 20 years of experience working throughout the legal industry, Debra is committed to transforming the legal market by helping clients understand what drives the need for legal services and how better to respond to the needs of their target client base.

Debra lives in San Diego and is licensed to practice law in Illinois. She has presented on a variety of law industry topics before local and international audiences and is author of the blog Law Firm Transitions (www.lawfirmtransitions.com ).

Sponsors

Open CollarBill McCroskey of McCroskey Consulting takes customer service to the next level.  If your company is looking to provide excellent service, bring Bill in for an assessment.  He knows how to teach you how to close ’em, keep ’em and copy ’em…the goal of any growing and thriving company! Call 657.210.1849

Listen to the podcast

Fail fast to succeed faster

  • Debra says that almost everything she’s done well has started as a failure.

Tell us something good

  • Clarifying the vision of her own business has allowed Debra to work with the clients she loves — clients who want to do something different, and help them achieve it.
  • One of Debra’s clients who just celebrated their 1st anniversary had their profitability rates exceed their goals.

What’s on your desk?

  • Debra is bringing her experience of business intelligence to help middle clients.

Favorite Resource

  • Debra believes in competitive intelligence through research — arming yourself with ample data about what’s going on in the market so that your decisions can be better. Competitive intelligence is when one looks at the legal marketplace as a whole and compares how each attorney brings different benefits and weaknesses.

Favorite Books:

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio

037: Merry Neitlich of Extreme Marketing discusses Strategies for Successful Business Development

What supports a Lawpreneur? Listen to Merry Neitlich of Extrememarketing.org  as she talks about strategies for successful business development in today’s marketplace.  With over 25 years in professional services marketing, Merry has been assisting law firms and other professional services to create a distinction in the marketplace and increase positive results from business development efforts.

Merry is a leader in professional services consulting, specializing in customized business development solutions and marketing programs.  She provides clients with the tools to grow relationships and to successfully identify, court and convert targets into clients.  In addition to proven business development and revenue-generating programs, she designs brand development and client satisfaction programs that lead to business.

With extensive experience in change process management, Merry is often called upon to assist firms implementing comprehensive marketing programs. She has interviewed hundreds of clients across the country.  Her work includes a variety of training programs in business development, client retention and satisfaction programs and presentation skills.  She is also an experienced and successful business development coach.

Sponsors

Open CollarBill McCroskey of McCroskey Consulting takes customer service to the next level.  If your company is looking to provide excellent service, bring Bill in for an assessment.  He knows how to teach you how to close ’em, keep ’em and copy ’em…the goal of any growing and thriving company! Call 657.210.1849

Listen to the podcast

Fail fast to succeed faster

  • As the saying goes, “getting lawyers to market is like herding cats.” In learning how to deal with rejection and negativity, Merry realized she must consider the change process – constantly lowering the level of concern, and increasing the level of use.

Tell us something good

  • Merry worked with a full service small firm, Alpert Bar & Grant, in which each of the partners was involved in leadership and service. Merry redid the firm’s website and weaved the “leadership” brand essence through the whole website.

What’s on your desk?

  • Merry is working with a firm in LA that works with nonprofits, including hospitals and universities. In developing the firm’s website, Merry is using a holistic approach to ensure that the firm is marketing in many areas. She has the firm answer questions like “where do we want to be business-wise” and “is the firm client-focused?” which are especially important issues in today’s legal market.

Favorite Resource

Favorite Books:

  • Selling the Invisible: A Field Guide to Modern Marketing SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects.
  • You Just Don’t Understand Women and men live in different worlds…made of different words. Spending nearly four years on the New York Times bestseller list, including eight months at number one, You Just Don’t Understand is a true cultural and intellectual phenomenon.

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio

036: Scott Burnett of Burnett & Associates discusses Will your Corporation or LLC really protect you?

scott_burnett2What makes a Lawpreneur? Listen in as today Scott Burnett, CEO of Burnett and Associates, discusses if your Corporation or LLC will really protect you.

Scott spent much of his early career as a trial attorney who collected millions of dollars in settlements for his clients. Many of his cases involved peeling back the protection of a business owner’s Corporation or LLC, and attacking the personal assets of the owners.

He now champions the cause to protect business owners from frivolous litigation, and over regulation. Scott is considered to be one of the nation’s leading legal authorities on asset protection and business education for Corporations and LLC’s.

Sponsors

Marc HankinAs a small firm, Hankin Patent Law can provide each and every client with a high degree of personal service. Mr. Hankin personally visits clients at their location, asking the right questions to understand their needs and goals. This enables him to develop an intellectual property protection strategy that is comprehensive, rational and cost-effective. For more information on how Marc E. Hankin and his associates can “Protect What You Have in Mind,” contact Hankin Patent Law for a complimentary initial telephone consultation at (310) 979-3600.

Listen to the podcast

Fail fast to succeed faster

  • When Scott learned to provide service and follow the mantra “don’t try to sell it, just give it away,” this is when his business changed the most and grew exponentially.
  • Believe in your product – that what you offer has value.

Tell us something good

  • Helping and teaching people, showing them things they did not see, and helping them understand what comes next in their journey.

What’s on your desk?

  • The Business Academy – where people must have a burn to learn. Scott teaches people about the ins and outs of corporations. More information can be found at www.burnettandassociates.com

Favorite Resource

  • Association Network of Marketing Sellers

Favorite Books:

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here.

Miranda McCroskey – host of Lawpreneur Radio

 

035: Lorie Eber of Lorie Eber Wellness Coaching on Living a Happier Healthier Life

Lorie Eber LargeWhat supports a Lawpreneur? Lorie Eber, of Lorie Eber Wellness Coaching, practiced law for 23 years and is now a trained wellness coach who helps people live healthier, happier lives. She’s passionate about helping others make long-lasting changes in the way they live every day. Her holistic approach addresses all aspects of health and well-being, including stress-reduction, eating better food, and moving your body more. Unlike yo-yo dieting or joining a gym every January 1st, wellness coaching yields permanent lifestyle changes.

Ms. Eber is a re-careered baby boomer, whose first career was as a corporate litigator. After practicing law for 23 years, she returned to school to learn about aging. She has been teaching Gerontology at Coastline Community College since 2006.

Lorie is also a NASM Certified Personal Trainer, a nationally known keynote speaker, a contributor to the Huffington Post and the Orange County Register, and a writer. She has published two books:   “Aging Beats the Alternative and a Sense of Humor Helps,” and “How to Stay Healthy in a World Designed to Make Us Fat and Lazy.”

Sponsors

Marc HankinAs a small firm, Hankin Patent Law can provide each and every client with a high degree of personal service. Mr. Hankin personally visits clients at their location, asking the right questions to understand their needs and goals. This enables him to develop an intellectual property protection strategy that is comprehensive, rational and cost-effective. For more information on how Marc E. Hankin and his associates can “Protect What You Have in Mind,” contact Hankin Patent Law for a complimentary initial telephone consultation at (310) 979-3600.

Listen to the podcast

Fail fast to succeed faster

  • Lorie was romanticized into believing that the internet will bring business. She learned that in person networking and word of mouth are the way to go.

Tell us something good

  • Coaching people, and helping her clients plan to be healthy and change their lifestyle habits.
  • Helping clients choose health over convenience.

What’s on your desk?

  • A 12 week coaching program, in which she helps clients create a 3 month goal and vision, and weekly more specific goals.
  • Series of 1.5 hour weekly bootcamps, including How to Fit Exercise into Daily Life.

Favorite Resource

  • In person networking, word of mouth.
  • Yelp (although she has a hate/love relationship with this website!)

Lorie Eber’s Books:

  • Boomers: Aging Beats The Alternative: and a sense of humor helps Lorie Eber, a re-careered lawyer, who is now a Gerontologist, addresses these boomer issues with her rapier-sharp wit and distinctive “tell it like it is” style, honed on the streets of New York. She talks candidly about the pain of her career reinvention, the challenges of keeping up with technology and the disquieting feeling that life is going by all too fast. Her introspective style also lends itself to creative insights, such as the off-the-wall notion that Starbucks Cafés provide the perfect model for boomer elder care.
  • Eating with Fierce Kindness: A Mindful and Compassionate Guide to Losing Weight Eating with Fierce Kindness is not a diet, but a way to revolutionize how you think about yourself and about food. Eating with fierce kindness and compassion toward yourself, instead of shame and self-blame, will empower you to change your relationship to food and see yourself in a whole new light.
  • How to Stay Healthy in a World Designed to Make Us Fat and LazyTrying to stay in shape and eat a healthy diet in today’s stressed-out, super-sized, sedentary environment can sometimes feel like a daunting task. As many as two-thirds of us have given up the ghost and decided to just make friends with our spare tires and jiggly butts. We convince ourselves that the culprit is getting old, our slowing metabolism, or hormones run-amok. The truth is, we sit too much and eat way too much food. This book will give you the skills you need to be a lifestyle rebel and stay healthy in our Humpty Dumpty culture

Favorite Quote of the Show in a One Minute Clip

Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here.

Miranda McCroskey – host of Lawpreneur Radio

 

034: Jeffrey Verdon Managing Partner of Jeffrey M. Verdon Law Group, LLP

Jeffrey Verdon LargeWhat makes a Lawpreneur? Jeff Verdon is Managing Partner of Jeffrey M. Verdon Law Group, LLP.  He has been practicing law in the areas of taxation and comprehensive estate planning since receiving his Masters of Law (LL.M. Taxation) from Boston University in 1979.  Mr. Verdon was named by Goldline Research as one of the “Top 10 Most Dependable Lawyers of California for 2008.” He specializes in estate, trust and income tax planning, and asset and lifestyle protection planning for high-net worth clients across the United States.

Mr. Verdon was a Fellow and Senator of the distinguished Isle of Man-based Offshore Institute, a professional body that is dedicated to the education and training of competent practitioners in offshore and international finance and tax planning, and to improving the professional standards of those who dispense professional advice in this field.  He is also one of the founding members of one of the earliest and most distinguished publications on comprehensive estate planning, Jacob’s Report on Asset Protection Strategies.

Sponsors

Marc HankinAs a small firm, Hankin Patent Law can provide each and every client with a high degree of personal service. Mr. Hankin personally visits clients at their location, asking the right questions to understand their needs and goals. This enables him to develop an intellectual property protection strategy that is comprehensive, rational and cost-effective. For more information on how Marc E. Hankin and his associates can “Protect What You Have in Mind,” contact Hankin Patent Law for a complimentary initial telephone consultation at (310) 979-3600.

Listen to the podcast

Fail fast to succeed faster

  • During the 2009 recession, real estate values dropped, and Jeffrey refocused on his practice of asset protection. He created a great experience for his clients as a concierge service, and established a good network and team.

Tell us something good

  • 25 years ago, Jeffrey got a call from an attorney who asked Jeffrey to take his place to speak on an investment cruise. Jeffrey took the opportunity, and since then, has continued give seminars on investment cruises and garner clients from across the nation.

What’s on your desk?

  • Jeffrey works on estate planning, and protecting assets from future lawsuits.
  • Jeffrey also deals with premium financing, which has transformed the way large life insurance plans are dealt with.

Favorite Resource

  • Jeffrey is a member of the Offshore Institute, which was created to educate people in the offshore trust business through an open architecture philosophy.
  • The Real Estate Guys
  • Freedom Fest

Favorite Books:

Favorite Quote of the Show in a One Minute Clip

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Thanks for Listening

This information is coming to you to inspire you and drive you forward. Be bigger than you know yourself to be! If you haven’t already done so, please take a minute to leave a quick 5-star review rating and honest review on iTunes by clicking here. Miranda McCroskey – host of Lawpreneur Radio