Managing Online Risk: Apps, Mobile, and Social Media Security and
Online Security for the Business Traveler by Deborah Gonzalez along with her website www.ManagingOnlineRisk.com are excellent resources for business travelers interested in keeping their business, and online reputation secure.  Even those who only travel locally will find value in these resources.

152: Deborah Gonzalez, Esq.of Law2sm, LLC discusses Managing Online Risk with us.

Debora GonzalezDeborah Gonzalez, Esq. is an attorney and the founder of Law2sm, LLC, a legal consulting firm focusing on helping its clients navigate the legal and security issues relating to the digital and social media world. Deborah is the co-developer of the Socially Legal Audit® tool that assists a company to ensure that their online activity is in line with state laws, federal laws, and regulatory compliance. She is a sought after speaker, content contributor, and news commentator.

Listen to the podcast

Fail fast to succeed faster

  • Hear how Deborah offered many free services in the beginning but felt that in the long run the give-away’s wouldn’t get her clients.
  • Deborah tells us that she ultimately figured out that she had to ask for her value to the clients.

Tell us something good

  • Deborah tells us that she really enjoys researching the answers to tricky questions and finding out the best way for her clients to manage their concerns.

Tips and Advice:

  • Monitor conversations about ourselves; manage our reputations
  • You do not need to be on every social media platform; be strategic and select the ones that will enhance your relations and generate leads and referrals
  • implement simple steps to protect data
    • Use a strong password
    • encrypt your data when you can
  • Have a specific voice in your online presence; be authentic
  • Consider a disclaimer on your social media headers regarding legal advice (see Deborah’s twitter feed).
  • Use Online platforms to develop offline relationships

Favorite Books:

  • Managing Online Risk: Apps, Mobile, and Social Media SecurityIn recent years, building a corporate online presence has become nonnegotiable for businesses, as consumers expect to connect with them in as many ways as possible. There are benefits to companies that use online technology, but there are risks as well. Managing Online Risk presents the tools and resources needed to better understand the security and reputational risks of online and digital activity, and how to mitigate those risks to minimize potential losses.
  • Online Security for the Business Traveler Today’s high-tech enabled businessperson travels with electronic devices such as smartphones, tablets, etc. These devices offer new levels of productivity and efficiency, but they also become the weak link in the security chain: if a device is lost or stolen during travel, the resulting data breach can put the business in danger of physical, financial, and reputational loss. This book provides an overview of this often overlooked problem, explores specific security issues, and offers practical advice on what to do to ensure business security while traveling and engaging in online activity. It is an essential reference guide for any travelling business person or security professional.

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

151: Jim Doty of B2B CFO discusses Outsourced Financial Services with us.

Jim DotyJim Doty is a partner in B2B CFO, the largest CFO Services Company in the nation, with 200+ partners serving 46 states.

 

 

 

Listen to the podcast

Fail fast to succeed faster

  • Jim Tells us that he experienced a slow burn failure in getting clients until he figured out he was going about it backwards.  He ultimately figured out that all he needs to do is to serve clients and assist other in serving their clients.

Tell us something good

  • Jim tells us that learning to discuss matters with clients by getting their perspective and then showing them that he can have a different perspective was a key to improving the service that he offered

What’s on your desk?

  • Jim helps Lawpreneurs by offering a different perspective and issue spotting.
  • He can instruct managing partner as to HR Issues, metrics, communication breakdowns and conflict resolution.
  • Jim also reminded us of the importance of  running your practice as the business it is, including:
    1. Identify the metrics for your business: billable hours, revenue per hour, referrals, client source, office expenses, etc.
    2. Choose three key metrics and define an upper and lower limit for those metrics so that if go beyond the limits you can take immediate action.

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

150: Michael Levine of Levine Insurance Advisors discusses Income and Wealth Preservation with us.

Michael Levine HeadshotMichael Levine of Levine Insurance Advisors is a former Public Accountant with many years of experience. For the past 25 years Michael has specialized in succession, continuation and exit strategy planning for closely held businesses and professional service firms, with the integration of the necessary and/or required Life Insurance, Disability and Long Term Care Insurances.

Listen to the podcast

Fail fast to succeed faster

  • Early on, Michael realized that running a business by “elephant hunting” doesn’t work. Elephant hunters only look for the BIG clients, but then fall short due to the gap between elephants.  To succeed, an entrepreneur has to hunt hares in between the elephants.
  • Michael tells us that the key so success is to be able to pivot quickly.

How do you serve a Lawpreneur?

  • Michael explains that one of the key succession strategies to have in place is a “Buy-Sell Agreement” which as three main features:
    1. It describes how shares flow in the event of a death or disability.
    2. It outlines the methodology for valuing the business.
    3. It provides life and disability insurance.
  • Listen as Michael describes the increasing importance of Long Term Care (LTC) insurance as a tool for wealth preservation.

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

149: Jason Tashea of Recht Plan Solutions discusses ExpungeMaryland.org with us.

Jason Tashea HeadshotJason Tashea of Recht Plan Solutions graduated from the University of Oregon School of Law in 2012. Since then he was a Fulbright Fellow to Kosovo, where he researched their juvenile justice system. He was the juvenile justice policy director at Advocates for Children and Youth in Baltimore, Maryland. And more recently he is the co-creator of ExpungeMaryland.org, an automated website that helps Marylanders understand if they can expunge their criminal records and how to find pro or low bono legal help. Jason is a Legal Tech and Criminal Law Consultant at the John Jay College of Criminal Justice in New York City and co-founder of the National Expungement Project.

Listen to the podcast

Fail fast to succeed faster

  • Jason tells us that right out of law school he started his own non-profit.  He learned from this to focus on solving problems where other people are looking for that solution.
  • Jason explains that he trained primarily to do policy work and that turned out to not be as fulfilling as he was expecting.

Tell us something good

  • ExpungeMaryland.org has been a tremendous success.  Early on Jason and his business partner John quickly became knows as experts and began speaking on the subject.
  • Jason and John have been focusing their attention on scaling the concept to a national level.
  • One of the great values that Jason sees in this expansion is the ability to collect data and learn from it in real time.

Favorite Resource

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

148: Diane Bass of Law Office of Diane C. Bass discusses Federal Criminal Defense.

website photo2Diane Bass of the Law Office of Diane C. Bass has been practicing law for 24 years. She has devoted the last 19 years to criminal defense. She has been in private practice for 17 years and specializes in Federal White Collar Cases.

Listen to the podcast

Fail fast to succeed faster

  • Diane tells us that she believes her natural gregariousness, and desire to speaks out when she sees injustice didn’t work so well in civil law; but is those qualities are necessary in a criminal practice!

Tell us something good

  • Diane says that in her federal defense practice, learning about the underlying issues, i.e. medical fraud, real estate fraud keeps it interesting.
  • Diane tells us that she gets great satisfaction from her grateful clients; especially when she manages to keep them out of prison even when there is a mandatory sentencing requirement.

What’s on your desk?

  • Currently Diane has 4 embezzlement cases, a medical billing case and other federal white collar crimes.

Favorite Resource

  • Diane’s favorite resource is her fellow criminal defense attorneys.

Favorite Books:

  • The Artist’s WayThe Artist’s Way is the seminal book on the subject of creativity. An international bestseller, millions of readers have found it to be an invaluable guide to living the artist’s life. Still as vital today—or perhaps even more so—than it was when it was first published a decade ago, it is a powerfully provocative and inspiring work.

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

147: Brian Gurwitz of The Law Office of Brian Gurwitz, APC discusses transitioning from Government Law to being a Lawpreneur

Brian Gurwitz PhotoBrian Gurwitz of The Law Office of Brian Gurwitz, APC is a certified criminal law specialist. Brian has been an attorney for 20 years. He was a deputy district attorney in Orange County for 13 years, where he prosecuted numerous high-profile case, and then went into private practice in 2007. In addition to trying more than 50 cases, Brian has argued four cases in the California Supreme Court and more than a dozen cases in the Court of Appeal that have resulted in published decisions.

Listen to the podcast

Fail fast to succeed faster

  • Hear Brian describe how after leaving the District Attorney’s office he discovered that working in a Civil Law firm wasn’t as much fun as he was expecting as a law geek.  He is grateful to know that he won’t have to wonder in the future if that would have been a fulfilling pathway for him.

Tell us something good

  • Brian tells us that he had two different residential burglary cases dismissed, one of those the DA dismissed the case in the middle of the trial when the evidence became overwhelming that the police officers were not telling the truth.
  • Brian discusses representing the mother of Kelly Thomas in the mother’s wrongful death suit versus the Fullerton Police Department which was settled out of court for $1 million.

What’s on your desk?

  • Brian reminds us that preparation is the key to success, no matter if it is a trial or running your practice.
  • Brian tells us that he hired a paralegal after just three months of being out on his own.  He then tells us that about a year ago he hired a newly minted attorney as an associate because there are things that a paralegal isn’t able to do in supporting a practice.
  • Brian says that about 95% of his practice is state level criminal defense
  • He has about 30 cases open at any given time, ranging from first time DUI’s to murders and sex crimes.
  • Brian is also expanding his practice to include Federal Level criminal defense.

Favorite Resource

Favorite Books:

  • How to Start & Build a Law Practice (Career Series / American Bar Association) How to Start and Build a Law Practice has been used by tens of thousands of lawyers as the comprehensive guide to planning, launching, and growing a successful practice. Author Jay G Foonberg, has packed this book with over 600 pages of guidance on identifying the right location, finding clients, setting fees, managing your office, maintaining an ethical and responsible practice, maximizing available resources, upholding your standards, and much more.
  • Solo by Choice: How to Be the Lawyer You Always Wanted to Be “Solo By Choice is a much-needed manual. (It contains) so much information that it ought to be required reading, and everyone from seasoned veterans to law students will find something in this book they knew little or nothing about … or were totally misguided about. Regardless the stage of your legal career, buy this book. It’s filled with great information aggregated in one-easy-to-read collection.” — Susan Cartier Liebel, solo practice consultant

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

143: Kris De La Pena of Ameriprise Financial discusses the importance of financial planning with us.

Kris De La PenaKris De La Pena is a Platinum Financial Advisor and Board Certified Financial Planner with Ameriprise. Kris is not only one of the most credentialed advisors in the Orange County and Los Angeles areas, he is also one of the most highly regarded.

Listen to the podcast

Fail fast to succeed faster

  • Kris referenced Thomas Edison and his quote “I have not failed. I’ve just found 10000 ways that won’t work.”    
  • He’s tried many avenues for marketing, for instance, and some work and some didn’t – but he learned from all of them.
  • The key to any failure is to learn from it and do better next time.

Tell us something good

  • Kris developed a relationship with a high-net worth individual who thought he didn’t need any help.  Kris showed him strategies that would reduce his yearly taxes by about $200k.  Kris, as a well-versed financial planner, had the resources and knowledge that served his client.  He acts as this client’s, and other client’s, personal CFO.

How do you support a Lawpreneur?

  • Kris says that sole practitioners/entrepreneurs/business owner have many retirement options available to them.
  • What should a Lawpreneur look for in a Financial Advisor?
    • The designations after the financial advisor’s names are relevant and important.
    • Look for the ways the advisor’s differentiate themselves with their education.
  • Kris evaluates the investments his clients are holding and watches for great opportunities.

Favorite Resource

  • Audible
  • Podcasts (especially Lawpreneur Radio : ))
  • FlipBoard

Favorite Books:

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

146: Marc Cerniglia of One Marketing discusses Internet Marketing for Law Firms with us.

Mark CernigliaMarc co-founded One Marketing three years ago with a passion to help lawyers and professionals get more out of their internet marketing, and understand where they are often led astray by other internet marketing firms. Marc is the primary Account Manager and handles all client relationships.

Listen to the podcast

Fail fast to succeed faster

  • Marc tells us that when he and his partner first started the were not focused.
  • Listen as Marc tells us that he discovered that a “niche makes you rich.”

Tell us something good

  • Marc explains that One Marketing differentiates itself from other internet marketing companies by asking the question:  What can we do online to stay top of mind?  To increase referrals?
  • Hear how they have built a successful business by going against the grain of convention in online advertising.

How do you support a Lawpreneur?

  • One Marketing helps a Lawpreneur measure ROI  through untackable methods.  For example attorney increase referrals or when a potential new client comes in the door the deal is “halfway done” because the internet presence did the majority of the selling.
  • That ROI is difficult to track and it is experiential.
  • Marc specifically recommends creating Frequently Asked Question (FAQ) videos and placing them in your newsletter, social media and a website library.

Favorite Resource

  • Trello lets you see everything about your project in a single glance.

Favorite Books:

  • The E-Myth : Why Most Small Businesses Don’t Work and What to Do About It .  In this expanded edition of The E-Myth, business guru Michael Gerber adds new information from both small and Fortune 500 companies to guide people through a business’ developmental growing pains, showing them how to turn around a business that doesn’t work into one that works in a predictable and profitable way.

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

145: Greg Van Camp of Go Viral Marketing discusses Inbound Marketing with us.

Greg Van Camp Head ShotGreg Van Camp of Go Viral Marketing has been in sales and marketing for the past 20 years. Through his marketing strategies he was able to take a company from $50,000 a year in sales to over $3mil in sales in less than a year.

Sponsors

Listen to the podcast

Fail fast to succeed faster

  • When Greg started in sales and marketing he was good at marketing to MLM and financial companies.  His a-ha moment came when he realized that everyone had to overcome communications issues.

Tell us something good

  • Greg tells us GoViral Marketing took a restaurant company up to such an extent that the restaurant had too many people coming in.
  • Hear Greg discuss developing a campaign for a financial adviser that got 6 leads over night.

How do you support a Lawpreneur

  • Go Viral Marketing offers two different no contract packages:
    1. Go Viral will create social media content, schedule and deliver thate content for a $600.00 set up fee and $35.00 per month.
    2. Go Viral will create two professionally produced videos for a $1200.00 set up fee and $35.00 per month.
  • GoViral Marketing is offering Lawpreneur Radio Listeners a 50% discount off of the set up for either package through March 15, 2015

Favorite Resource

  • Education and books

Favorite Books:

  • The Greatest Salesman in the WorldThe Greatest Salesman in the World is a tiny book, and it is a treasure. Mandino’s clear, simple writing style supports his purpose: to make the principles of sales known to a wide audience. A parable set in the time just prior to Christianity, The Greatest Salesman in the World weaves mythology with spirituality into a much needed message of inspiration in this culture of self-promotion. Mandino believes that to be a good salesperson, you must believe in yourself and the work you are doing.

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

144: Garrett Clance of Meritus Payment Solutions discusses Merchant Processing with us.

Garrett ClanceGarrett Clance of Meritus Payment Solutions is a full disclosure merchant service provider who loves to empower his clients with knowledge.

Listen to the podcast

How do you Support a Lawpreneur

  • Garrett explains that it is important to be able to accept any method of payment in today’s economy.
  • Meritus has a full range of services from mobile swipe devices for phones all the way up to support large corporate accounts.
  • An on-the-go Lawpreneur needs to be able to accept payment anywhere and any time which can be most easily accomplished with the swipe device.
  • Garrett tells us that along with the swipe device Meritus has a web based gateway that allows you to manage and track your processing.
  • Listen as Garrett reminds us that it is better to swipe a card than to key the card when possible, because there can be a cost difference between the two.
  • Meritus is unique because they are a full disclosure processing company.  Garrett will explain exactly where every penny goes when you use a credit card.
  • Hear Garret tells us that Meritus has no binding contract.  They operate on a month to month relationship and don’t take early termination fees.
  • Garret is offering a free review of your current statement to see where Meritus Payment Solutions can save you money.  Fax your statement to 800-420-1251.  Make sure to include your call back phone number and tell him that Lawpreneur Radio sent you.

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