071: Sona Tatiyants of Tatiyants Law discusses setting up a practice

Sona TatiyantsDescribed by her clients as “the perfect lawyer for the job”, Sona Tatiyants of Tatiyants Law understands the ever-changing and complex world of estate planning. As a wife and mother, Sona understands how overwhelming the world of estate planning can feel for a family. As an experienced lawyer, she knows just how important it is to have a plan in place. Just like no family is the same, no family’s estate plan is the same. With a deep understanding of the law and the tax-related complexities of her field, Sona works to personalize her clients’ family’s plan. Whether it’s a young family just starting out, one with a special needs child or a blended family negotiating a complex situation, Sona works to protect her clients under the most challenging circumstances. As her clients’ trusted adviser, Sona’s goal is to build lasting relationships and see her clients and their families grow and prosper.

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Fail fast to succeed faster

  • Listen as Sona discusses how she learned to be true to herself, especially in regards to the type of clients that she represents.
  • Hear how Sona learned to focus her marketing by being too broad initially.
  • Sona tells us the importance of networking in the circles where your ideal clients will be.
  • Be reminded about the importance of saying “No.”

Tell us something good

  • Listen to Sona’s excitement as she talks about how her firm has expanded over the past year to the point where she was able to hire 5 new people.

Favorite Books:

  • The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It In this first new and totally revised edition of the bestseller, The E-Myth, Michael Gerber dispels the myths surrounding starting your own business and shows how commonplace assumptions can get in the way of running a business. He walks you through the steps in the life of a business from entrepreneurial infancy, through adolescent growing pains, to the mature entrepreneurial perspective, the guiding light of all businesses that succeed. He then shows how to apply the lessons of franchising to any business whether or not it is a franchise. Finally, Gerber draws the vital, often overlooked distinction between working on your business and working in your business.
  • The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level In The Big Leap, Gay Hendricks, the New York Times bestselling author of Five Wishes, demonstrates how to eliminate the barriers to success by overcoming false fears and beliefs. Fans of Wayne Dyer, Eckhart Tolle, Marianne Williamson, and The Secret will find useful, effective tips for breaking down the walls to a better life in The Big Leap.
  • Inc. (1-year auto-renewal) [Print + Kindle] Inc. is the only major business magazine edited exclusively to guide CEOs and owners of small-to-midsize companies to success. Inc. provides fresh, insightful anaylyses to give the major players in the business world the tools they need to excel. Each issue, written by managerial gurus and experts, utilizes real life examples of strategies, case studies, and successes and failures edited specifically to illuminate new ways in which its readers can benfit. Big and small organizations alike turn to Inc. to make sense of ever-changing business world.
  • Harvard Business Review For over 80 years, Harvard Business Review magazine has been an indispensable and unrivaled source of ideas, insight, and inspiration for business leaders worldwide. Each issue contains breakthrough ideas on strategy, leadership, innovation and management. Become a more effective leader by subscribing to Harvard Business Review.
  • Entrepreneur 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.

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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

070: Steve Riley of Atticus, Inc. discusses building your business

Steve Riley of Atticus, Inc. has coached attorneys for 15 years. His program focuses on a limited number of top producing attorneys committed to taking their practices to new levels of excellence, profit and personal success.  Steve’s practice management concepts and techniques have long been utilized by Atticus graduates and other legal organizations, including:

•          Elder Counsel
•          Florida Bar
•          National Network of Estate Planning Attorneys

In addition to being one of the top law firm coaches in the country, Steve is an award-winning, practicing attorney. He built his estate planning practice into a million dollar business using innovative management and marketing skills.  His law firm, The Strategic Counsel, serves high-worth families and entrepreneurs through estate planning, asset protection, elder law and business planning. Steve is also a prolific writer, who has co-authored five books on estate planning.  In addition to these, Steve is an innovator and in 2006, Steve won the National Small Law Firm Practice Innovation Award for his creation of Double Your Revenue™ — a life-changing practice management workshop currently used by Atticus and featured in Lawyers Weekly.

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ruby

Ruby Receptionist is the smart and cheerful team of virtual receptionists trained to make a difference in your day. From their offices in Portland, Oregon, they handle your calls with care. They deliver the perfect mix of friendliness, charm, can-do attitude, and professionalism. Best of all, your callers will think they work in your office. Meet them!

Listen to the podcast

Fail fast to succeed faster

  • Steve discusses having a high tolerance for failure, the arrogance of not knowing anything about what he was doing and, most importantly, his firm belief in himself.
  • Listen as Steve tells the story of leaving Personal Injury law because it was overwhelming only to discover that most of his challenges were from not understanding the business side of a practice.  He discovered that where ever he went, there he was.
  • Hear how he learned that he lacked the skills to say no to clients, to focus and being clear on his niche.

Tell us something good

  • Listen as Steve shares that his practice was one of the first to create an estate planning maintenance program.
  • Steve explains the value that he has gotten from creating a client advisory board and the feed back that it provides

What’s on your desk?

  • Steve reminds us that the quality of your practice is defined by the questions you ask yourself about the practice.

  • Atticus, Inc. currently offers  their one day Double Your Revenue workshop monthly to help you think differently about your practice.

Favorite Books:

  • The Busy Lawyer’s Guide to the Domestic Assistant Advantage: The Busy Lawyer’s Guide to the Domestic Assistant Advantage helps attorneys regain a sense of control over their home lives by teaching how to find, hire, and train a domestic assistant to manage household chores and errands. The strategy has helped many lawyers decrease stress at home while increasing their ability to earn more revenue in their practice.
    • How Good Attorneys Become Great Rainmakers How Good Attorneys Become Great Rainmakers provides you with an easy, practical action plan that helps you develop the marketing skills and habits needed to attract higher value clients and referral sources. In this book, you’ll find 21 Marketing Assets and 5 Marketing Habits that attorneys acquire on their way to becoming successful rainmakers.
    • The Trusted Advisor This is a guide to professional success. In the modern world of business, it’s all about the ability to earn the client’s trust and thereby win the ability to influence them. In these high risk times, trust is more valuable then gold. This detailed resource book provides readers with the five crucial steps they need for developing, managing and improving client confidence.
    • The Alchemist The Alchemist by Paulo Coelho continues to change the lives of its readers forever. Paulo Coelho’s masterpiece tells the magical story of Santiago, an Andalusian shepherd boy who yearns to travel in search of a worldly treasure as extravagant as any ever found. The story of the treasures Santiago finds along the way teaches us, as only a few stories can, about the essential wisdom of listening to our hearts, learning to read the omens strewn along life’s path, and, above all, following our dreams.

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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 rating and an honest review on iTunes by clicking here.
    Miranda McCroskey – host of Lawpreneur Radio

    • 069: Ann Jenrette-Thomas of Esquire Coaching discusses how to get more clients

    Ann Jenrette-Thomas LargeAnn Jenrette-Thomas, Esq., CPCC, ACC, of Esquire Coaching is an attorney, executive, leadership and diversity coach, organizational consultant, and facilitator. Ann has authored 3 books, including The Happy Law Practice: Expert Strategies to Build Business While Maintaining Peace of Mind. For over 18 years, Ann has worked with leaders and executives in an array of industries to strategically reach beyond their normal limits and concepts and exceed their personal and professional goals. Ann founded Esquire Coaching with the mission of empowering attorneys to achieve extraordinary personal and professional success. Through her unique business model and strategic approach, she helps her clients build a successful law practice or career while also creating the life they desire. Learn more at www.EsquireCoaching.com.

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    ruby

    Ruby Receptionist is the smart and cheerful team of virtual receptionists trained to make a difference in your day. From their offices in Portland, Oregon, they handle your calls with care. They deliver the perfect mix of friendliness, charm, can-do attitude, and professionalism. Best of all, your callers will think they work in your office. Meet them!

    Listen to the podcast

    Fail fast to succeed faster

    • Ann discusses why her refusal to not pick a target market hurt her ability to attract the clients who were willing to invest in themselves.
    • Listen as Ann explains that she needed to learn to be ready to accept good clients
    • Hear how she didn’t realize how much time would be required to run the business and market herself and why that was important to learn.
    • Ann tells us how she realized that she didn’t know how to sell and that she would need to know that in order to be successful

    Tell us something good

    • At her one year anniversary, Ann had been a public speaker for the American Bar Association among others.
    • She learned how to re-purpose her material to better leverage her capabilities as an author, speaker and coach.

    What’s on your desk?

    • Ann is currently creating a not for profit law firm.
    • Expanding Esquire Coaching to bring in experts to help her clients succeed.

    Favorite Resource

    Favorite Books:

    • E-Myth Mastery: The Seven Essential Disciplines for Building a World Class Company The bestselling author of phenomenally successful and continually vital The E-Myth Revisited presents the next big step in entrepreneurial management and leadership with E-Myth Mastery. A practical, real-world program that is implemented real-time into your business, Gerber begins by engaging the reader in understanding why the entrepreneur is so critical to the success of any enterprise, no matter how small or large it may be.
    • The Happy Law Practice: Expert Strategies to Build Business While Maintaining Peace of Mind Is it really possible to be a Rainmaker AND have peace of mind? . . . We think so! The Happy Law Practice offers guidance on essential business development skills without sacrificing work-life balance. Twenty-one lawyers and entrepreneurs of varying expertise use their combined knowledge in law, business development, well-being, and more to bring you tips and strategies on how to make your business flourish and keep your stress levels low during the process.
    • The Unhappy Lawyer: A Roadmap to Finding Meaningful Work Outside of the Law The Unhappy Lawyer will help you uncover exciting alternative careers with a unique step-by-step program that will make you feel like you have your very own career coach. With chapters containing real letters from lawyers who are desperate to leave the practice of law, tales from lawyers who have shut the door on their legal careers, and powerful exercises, The Unhappy Lawyer provides a witty, no-nonsense road map for finding and pursuing engaging work outside of the law.

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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 rating and an honest review on iTunes by clicking here.
    Miranda McCroskey – host of Lawpreneur Radio

    052: Jevon Perra of Perra Consulting Group and Centennial Mortgage discusses the Triangle of Influence

    Jevon PerraWho supports a Lawpreneur? Listen in as Jevon Perra with First Centennial Mortgage and Perra Consulting Group shares his journey, and discusses the Triangle of Influence: 3 keys to lowering resistance and getting to “Yes”.

    Jevon has been a real estate professional since 2003.  However, his passion has always been helping others through understanding human behavior.  He has been working to support non-profits and business leaders since 1995.

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    Listen to the podcast

    Triangle of Influence

    Jevon discusses his “Triangle of Influence  – 3 keys to lowering resistance and getting to yes” with us.  He explains that like the three sides of a triangle, there are three aspects to consider when negotiating and getting to a yes:  Get over being right, quit resisting, and support the identity, but change the behavior.

    #1     Get over being right

    • It is never about being right.  Remember that the other person knows that they are “right” as well.
    • It is about find out what works in a situation
    • You must go to the agreed upon vision or outcome for the most effective result.

    #2    Quit Resisting!

    • What you resist persists.
    • Come from fascinating instead of frustrating.

    #3    Support the Identity

    • People have an automatic inclination to speak to another person’s identity.
    • If they sense that you are speaking to their identity they will automatically go to a position of defense.
    • A more workable outcome comes from supporting the identity and working  to change the behavior.

    Favorite Books:

    • Wisdom Hunter: A Novel Randall Arthur’s novel presents the hypocrisy of Christian legalism and a man’s search for the only surviving member of his family. The story’s hero, embarks on a journey that lasts eighteen years and takes him through four countries in a quest to find the granddaughter who is being hidden from him. In a process that mirrors our own spiritual journey, he discovers a rich relationship with God and the peace that finally comes with true faith.
    • Experiment: The subtle differences in leadership, business and life that lead to change that profits. Experiment brings Jevon Perra’s 15 years of study on success and positive change through entertaining story and positive psychology. It makes clear the subtle differences in belief, leadership, business and life that make separate the millionaires from the wannabes, the miserable from the happy and the obscure from the significant contributors of our time.

    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

    051: Joseph Weber of Weber Firman Bankruptcy Attorneys discusses Daily Victories

    Joseph WeberWhat makes a Lawpreneur? Listen in as Joseph Weber of Weber Firman Bankruptcy Attorneys shares his journey.  Joe has represented thousands of people and businesses in bankruptcy proceedings.  He is well-versed in the new bankruptcy law, having studied it for eight years as it was being formulated.  He worked to actively oppose what he sees as a creditor-sponsored slap in the face to American consumers.

    Joe is a graduate of St. Leo University, the American College of Law, and has been a member of the Orange County Bar Association, The National Association of Chapter 13 Trustees, The National Association of Consumer Bankruptcy Attorneys, and the Orange County Bankruptcy Forum. He is the author of Credit Limits, a book about the proliferation of bankcards.

    Sponsors

    rubyRuby Receptionist is the smart and cheerful team of virtual receptionists trained to make a difference in your day. From their offices in Portland, Oregon, they handle your calls with care. They deliver the perfect mix of friendliness, charm, can-do attitude, and professionalism. Best of all, your callers will think they work in your office. Meet them!

    Listen to the podcast

    Learning Moment

    • Joe tells how he had a client give him all of the requested data for a case.  The client also included additional debts under another name. The client said it was a nom de plume.  Joe replied that the court would most likely see it as a “nom de fraud.”  The lesson he learned was to get data, ask questions and don’t assume anything.
    • Don’t be afraid to turn down a case if it doesn’t serve you.

    Tell us something good

    • Listen as Joe explains that victories are sometimes small, however they happen daily.
    • Joe talks about how helping good people brings him happiness as 90% of his clients are good people who made some errors in judgement.

    Favorite Resource

    • Joe’s best tip: work for other attorneys to learn the business from the ground up.

    Favorite Books:

    • Credit Limits This comprehensive book details virtually everything one needs to know about avoiding the pitfalls of the rampant over-use of credit cards. Masterfully written in plain language by Joseph Weber, the author lets the reader benefit from his experience in his field.  The obvious intimacy displayed by Mr. Weber with the material covered made “Credit Limits” easy to read, easy to understand, and makes the reader think twice before filling out that credit application.  Mr. Weber has written a book that I wish I had access to *before* I got my first credit card.

    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

    049: Tracey Plemon of Plemon Insurance discusses health insurance for businesses

    Tracey PlemonWho supports a Lawpreneur? Listen in as Tracey Plemon of Plemon Insurance Services shares her journey.  Tracey Plemon is a Medicare and Health Insurance Expert with 18 years of experience.  Their family owned and operated business has been providing superior customer service in the health insurance industry for more than two decades.

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    Learning Moment

    • Listen as Tracey discusses how Health Care Reform caused her to recreate her business and hire an assistant.

    Tell us something good

    • Find out how hiring an assistant improved her performance and ability to support her clients.

    Favorite Resource

    • Hear how Tracey is able to use technology like the internet and laptop to be able to support her clients by going where they are instead of always having them come to her.

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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

    048: Brian Hogan of Hogan Law Group discusses Showing the Way with M&As

    Brian HoganWho is a Lawperneur? Brian Hogan of Hogan Law Group, P.C.  focuses on corporate law with a specialty in Mergers and Acquisitions.  Brian likes to say they make their clients securely profitable with their holistic approach to Mergers and Acquisitions, which includes tax planning and asset protection to reduce taxes and safeguard wealth, combined with making the necessary changes to a company’s organization and operations to produce the highest possible sale price.  Hogan Law Group’s  motto is: For M&A, we show the way.

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    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

    Learning Moment

    • Brian tells us about one of his more challenging transactions, the sale of a local telecom business owned by five individuals.  Four of the five wanted to set up charitable structures for their share of the proceeds.  As a reflection of Hogan Law Group’s holistic approach, they were able to adapt and satisfy each of the partners desires for distribution of the proceeds.
    • Brian points out that there are usually 3 destinations for the equity from a  sale:
      • 1. Family/ Friends
      • 2. Government (Taxes)
      • 3. Charities

    Tell us something good

    • Brian talks about representing a minority owner in a business sale.  The unique wrinkle here was that the business owners were ex-spouses.  There were many novel personal issues that threatened process.  Ultimately, they were able to complete the deal – the former marriage had big impact on deal.

    What’s on your desk?

    • Brian discusses the topic of planning for an equity event as they can take up to two years to complete.

    Favorite Resources

    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

    047: Steven Goodman of Premiere Bail Bonds discusses Entrepreneurship

    Steve GoodmanWho supports a Lawpreneur? Steven Goodman shares about being a licensed Bail Bondsman and partner in Premiere Bail Bonds.  Premiere Bail Bonds has been in business since 1992. Their professionally trained staff has experience in all of areas of California. With over 20 years at service in the bail business Premiere Agents have the expertise you need to complete the bonding process. Steven’s first career was in Acupuncture.  He operated Goodman Wellness Center where he achieved success and learned to run a practice as a business and how to market that practice which is a skill that he uses extensively in the daily business of running Premier Bail Bonds.

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    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

    • Steven speaks about getting up and driving forward features that are the epitome of an entrepreneur.  He offered this example:  He had an acupuncture client coming in to his office, while he was waiting for her to arrive, Steve got a call that his brother had passed away.  At that moment, he had a choice to make; he could either shut down or buck up.  Being the entrepreneur he is, he took care of the client.

    Tell us something good

    • Steve shows that there is victory in creating his partnership with Sean Cook in Premier Bail Bonds.  Through that partnership they have grown the business by 60% in 18 months.  They have accomplished this through communicating and how they think.
    • He will also discuss the importance of trust and respect.  And, how organizing, marketing and executing a plan are vital to success.

    What’s on your desk?

    • Steve discusses one of the things that sets Premier Bail Bonds apart from their competition.  They don’t charge a renewal premium Fee which is usually paid by a bail client.
    • Steve also explains that the Bail Bondsman is on hook for bail if defendant doesn’t show up to hearings when they are supposed to.  And, that they are licensed through department of Insurance.

    Favorite Resource

    • Facebook
    • LinkedIn
    • Bar Associations
    • Good Search Engine Optimization

    Favorite Books:

    • Enduring Courage: Ace Pilot Eddie Rickenbacker and the Dawn of the Age of Speed At the turn of the twentieth century two new technologies—the car and airplane—took the nation’s imagination by storm as they burst into American life. The brave souls that leaped into these dangerous contraptions and pushed them to unexplored extremes became new American heroes: the race car driver and the flying ace. No one did more to create and intensify these new roles than Eddie Rickenbacker, who defied death over and over with such courage and pluck that a generation of Americans came to know his face better than the president’s.

    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

    045: Kathy Dawson of Dawson & Dawson Staffing

    Kathy DawsonWhat supports a Lawpreneur? Kathy Dawson serves as Founder and President of Dawson & Dawson, Inc. overseeing the firm’s Executive Search, Contracting/Staffing and Business Development. Kathy is a Certified Staffing Professional with over 30 years of experience in Orange County California, Western United States Region and the National market place. Prior to establishing Dawson & Dawson, Kathy served as a Regional Vice President for a National Search and Staffing firm. She managed over 120 staff members while developing a forte’ in the Search, Contract and Direct Hire niche of the search and staffing industry. Her early career experience in a Fortune 500 Communications firm taught her the keys to running a successful business.

    Kathy has had the pleasure of working with 1000’s of clients helping them get the right person at the right time. Kathy’s plethora of experience in making quality connections consistently demonstrates results. Her hands on approach and proven track record of recruiting for prestigious clients continue to make her a sought after talent broker. What sets her apart is an ability to develop long term mutually satisfying relationships. Her unique business strategy involves active listening then truly giving clients what they want.

    Kathy’s passion for helping people made her a natural in teaching the best way to source and service clients. She is a well-known speaker and trainer in the industry, traveling nationally to share her enthusiasm for the Search and Staffing industry. Kathy has served as President for NAWBO-OC (National Association of Women Business Owners Orange County). Recently, she was selected to become a member of the Orange County chapter of WPO (Women President’s Organization). Kathy is currently serving as President for WBI (Women’s Business Institute) which focuses on providing leadership and education to those in need.

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    Listen to the podcast

    Learning Moment

    • Kathy looks to determine whether a true Partnership is warranted/wanted.  Her team then applies the trademarked and patented processing system that they have developed – It’s how they serve clients.

    Tell us something good

    • Kathy applies what they teach clients to her own staff as well.
    • She goes off facts not emotions when hiring her staff.
    • She points out that there is danger in high employee turn-over.
    • Their processing system is her triumph

    What’s on your desk?

    • Kathy points out that the unemployment rate nationwide is currently about 6%.  As 3% are unemployable, 3% are left for available jobs and so not only are they competing for positions, employers are competing for candidates.  Lawpreneurs can use Dawson & Dawson to attract paralegals and attorneys.  They will calibrate the employer and open position to determine what’s realistic and feasible and then vet candidates.  The vetting process includes conducting background checks and initial interviews.  Dawspon & Dawson also works as a business consultant, for example working with an employer in brainstorming requirements and duties for a new position.

    Favorite Resource

    Favorite Books:

    • Traction: Get a Grip on Your Business In Traction, you’ll learn the secrets of strengthening the six key components of your business. You’ll discover simple yet powerful ways to run your company that will give you and your leadership team more focus, more growth, and more enjoyment.

    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