The Lawyer Millionaire: Financial Planning for Law Firm Owners Darren Wurz

Are you a law firm owner aiming to build a fortune that lasts generations? If so, our latest episode of The Lawyer Millionaire Podcast is a must-listen!

In Episode 65, Host Darren Wurz welcomes Bobby Sawyer, a seasoned estate planning attorney, to explore innovative strategies for securing generational wealth.

Together, they delve into innovative approaches to estate planning, including the novel concept of a subscription-based model designed to adapt to your evolving life circumstances.

Bobby discusses:



* The essential documents involved in Estate planning.

* The innovative Forever Estate Plan and its benefits.

* Why you need to select a competent trustee.

* How to safeguard your assets from increasing tax liabilities.

* Key considerations for succession planning in law firms.

* Essential estate planning tools for law firm owners.





Resources:



* Book a Call with Darren

* Wurz Financial Services

* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz

* LinkedIn: Darren P. Wurz



 

Connect with Robert (Bobby) Sawyer:



* Linkedin: Robert Sawyer

* Website: Forever Estate Plan





About our guest:

Attorney Robert Sawyer, known as Bobby, is a highly skilled attorney focusing on estate planning, business law, and helping families continue their legacies. With experience representing individuals, companies, and local governments, Bobby is dedicated to providing comprehensive legal solutions to his clients.

Before embarking on his legal career, Bobby served in the United States Army Corps of Engineers, where he held the position of combat engineer platoon leader and executive officer. During his service Bobby was awarded the Bronze Star, Meritorious Service Medal, Army Commendation Medal, Army Achievement Medal.

Bobby graduated from Auburn University in 2001, obtaining a BS degree in Education. Following his military service, he pursued his passion for law and achieved remarkable success. Bobby graduated Summa Cum Laude from the Charlotte School of Law in 2011 and passed the North Carolina Bar Exam in August of the same year. Subsequently, he obtained admission to the South Carolina Bar in February 2012.

In 2015, Bobby established Sawyer Law, a law firm dedicated to providing exceptional legal counsel and services to clients. Recognizing the value of collaboration, he later co-founded Johannesmeyer & Sawyer, PLLC in June 2016, further expanding his legal expertise.

Outside of his professional pursuits, Bobby cherishes spending quality time with his family. He has his pilot’s license, loves to barbecue all sorts of meat and pork. He and his wife Katie, also an accomplished attorney serving as an Assistant District Attorney in Cleveland County, have been proud residents of Belmont, North Carolina since 2005. Together, they raise their three children.

With his diverse background, dedication, and commitment to his work, Bobby Sawyer is a trusted legal professional who continues to positively impact the lives of his clients and his community.

Are you prepared to ensure your firm stands out in a crowded market in 2024?

In this compelling installment of The Lawyer Millionaire Podcast, host Darren Wurz engages with Travis Hoechlin, an expert in digital marketing with extensive experience working with law firms.

Travis, who leads a team of 37 employees and works with 350 law firms across the U.S., provides an in-depth analysis of digital strategies that can help law firms gain a competitive edge. Drawing on his vast expertise, he explores how advancements in technology and clear communication can play a pivotal role in your law firm’s success.

This episode is a must-listen for any law firm owner serious about growing their business.

Travis discusses:



* The importance of using clear and concise language that is tailored to a broad audience to effectively convert website visitors into clients.

* Why you should make contact information easily accessible on your website.

* The current and future impact of AI on digital marketing

* The significance of utilizing texting services and ensuring rapid response times to meet your client’s expectations.

* Why having a social media presence is very important?

* The future of digital marketing.



 

Resources:



* Book a Call with Darren

* Wurz Financial Services

* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz

* LinkedIn: Darren P. Wurz





Connect with Travis Hoechlin:



* Facebook: RizeUp Media

* Linkedin: Travis Hoechlin

* Website: RizeUp Media





About our guest:

Travis Hoechlin is the co-founder and CEO of RizeUp Media. With over a decade of experience, he and his team have been helping hundreds of law firms grow. They customize strategies to boost client generation, improve the quality of clients, and generate higher revenue. Travis’s clients trust him to take the guesswork out of marketing so they can focus on practicing law.

Are you a law firm owner grappling with your firm’s financial planning and cash flow management? If so, this episode of The Lawyer Millionaire Podcast is tailor-made for you! In our latest episode, Darren Wurz sits down with Rachel Blackburn, an experienced CFO consultant, to discuss critical accounting practices that can transform your firm’s financial health.

Rachel discusses:



* The significance of starting the year with strong financial processes and goal alignment

* How consistent and accurate bookkeeping can prevent costly mistakes and ensure timely financial reporting.

* How to streamline billing processes and reduce clerical errors with tools like Quickbooks.

* The importance of proactive communication with CPAs for better tax planning and financial management.

* The benefits of a fractional CFO for law firm owners.

* Why you must do today’s work today when it comes to accounting?



 

Resources:



* Book a Call with Darren

* Wurz Financial Services

* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz

* LinkedIn: Darren P. Wurz



 

Connect with Rachel Blackburn:



* Email: info@tp4advisors.com

* Website: TP4 advisors





About our guest:

Rachel Blackburn is a proven business leader with over 15 years of experience in developing and leading executive-level engagements, as well as building and managing high-functioning teams and practices.

Rachel possesses a deeply rooted passion for understanding the needs of business owners and identifying optimal strategies to support their goals in an ever-changing marketplace. Before joining TP4 Advisors, Rachel held senior management positions at Cincinnati-based companies, including TRAK Group and Titan Chair.

As the Business Development Executive, Rachel leads the organization in engaging with potential clients to understand how TP4 Advisors can best support their needs and develop financial foundations for sustainable business growth.

Outside of work, Rachel enjoys outdoor activities, reading, biking, traveling, bonfires, and spending time with her husband and daughter.

Are you ready to elevate your law firm to new heights by integrating innovative add-on services? In our latest episode of The Lawyer Millionaire Podcast, we sit down with Nellie Akalp, the entrepreneurial force behind Corpnet.com.

Nellie shares her entrepreneurial story, highlights the growth and evolution of Corpnet.com, and reveals how lawyers can leverage these services to attract clients early and ensure they receive the best possible advice. This episode is packed with actionable insights, real-life examples, and practical advice on making your law firm more dynamic and client-focused.

Nellie discusses:



* How passion drives success in business and in life.

* How offering business startup, compliance, and tax registration services can prevent common client mistakes and add significant value to your practice

* Corpnet’s commitment to providing exceptional customer service, responsiveness, and real-time access to information.

* Partnership opportunities with Corpnet that can expand your service offerings, whether through reselling products or acting as referral partners

* The future of legal services and how Corpnet aims to continue supporting law firms with comprehensive business solutions.



 

Resources:



* Book a Call with Darren

* Wurz Financial Services

* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz

* LinkedIn: Darren P. Wurz



 

Connect with Nellie Akalp:



* Linkedin: Nellie Akalp

* Facebook: CorpNet

* Instagram: CorpNet

* Twitter: CorpNet

* Website: CorpNet





About our guest:

Nellie Akalp is a passionate entrepreneur, recognized business expert and mother of four. She is the CEO of CorpNet.com, the smartest way to start a business, register for payroll taxes, and maintain business compliance across the United States.

Loved by entrepreneurs, accountants and lawyers, CorpNet offers transparent pricing, a simple ordering process, and quickly scalable software and API solutions.

Are you a law firm owner struggling to manage billing cycles and case workflows efficiently? You’re not alone. In Episode 61 of The Lawyer Millionaire Podcast, Darren Wurz and guest Randa Prendergast dive deep into practical solutions for transforming your firm into a no Accounts Receivable (A/R) powerhouse.

Randa explores the future of AI in legal work and discuss strategies for effective task delegation.

This episode is packed with actionable advice that will help you streamline your processes, improve client communication, and ultimately, boost your firm’s profitability.

Randa discusses:



* The pros and cons of Clio, Lawmatix, and other case management systems for better case workflow and billing capabilities.

* How AI can revolutionize case workflow and billing tasks, making your firm more efficient.

* The art of delegation with actionable tips, ensuring detailed instructions, regular progress monitoring, and initial support for team members.

* How setting efficient task management systems can free up your time and increase profitability.

* How to implement smaller, more frequent billing cycles and manage retainer-based billing to create a no A/R law firm.



 

 



Resources:



* Book a Call with Darren

* Wurz Financial Services

* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz

* LinkedIn: Darren P. Wurz



 

Connect with Randa Prandergast:



* Linkedin: Attorney Whisperer

* Facebook: Attorney Whisperer

* Website: Mrs June Legal



 

About our guest:

Randa Prendergast is an experienced Paralegal, Intake Specialist, and Task List Developer Extraordinaire. She has a legal background working with boutique law firms, solo practitioners, and virtual settings. She maintains excellent client and business relations skills with well-versed office and project management experience. She offers professional support, paralegal services, and guidance while you grow your firm and/or take your firm virtual!

In the digital age, a strong online presence is essential for any law firm looking to grow and succeed. In our latest episode of The Lawyer Millionaire Podcast, hosts Darren Wurz and guest Ashley Robinson delve into powerful strategies that can help law firm owners elevate their digital footprint.

Ashley emphasized the significance of SEO and email marketing in consistently producing leads and gaining the trust of Google. She also covers the importance of developing a well-designed, mobile-friendly website that ranks high on search engines.

If you’re aiming to attract more clients and stand out in a saturated market, you won’t want to miss a single minute of this insightful discussion.

Ashley discusses:



* Why SEO is indispensable for ranking well on Google and attracting a steady stream of clients to your website.

* The importance of utilizing short-form videos and AI-driven content creation to adapt to evolving digital trends.

* The importance of website optimization.

* Find out why regular email marketing keeps you top of mind through the long buyer’s journey, especially for niches like family law.

* How to measure effective KPIs—like conversion rates, contact form activity, and call tracking—to gauge your marketing success accurately.



 



Resources:



* Book a Call with Darren

* Wurz Financial Services

* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz

* LinkedIn: Darren P. Wurz



 

Connect with Ashley Robinson:



* Linkedin: Ashley Robinson

* Instagram: Green Cardigan Marketing

* Facebook: Green Cardigan Marketing

* Website: Green Cardigan Marketing





About our guest:

Ashley Robinson is the founder and CEO of Green Cardigan Marketing, a digital marketing agency that focuses on helping law firm’s grow and achieve their financial goals through marketing strategies that work! Ashley’s journey to starting Green Cardigan Marketing first began with her love for golf; literally (keep reading and you will understand why)! Ashley played collegiate golf at Jacksonville State University where she earned her degree in Public Relations. After college Ashley began her career in marketing where she worked in account management in the automotive and cabinet industries.

In 2019 the opportunity presented itself for Ashley to begin her career in legal marketing. When she began working for lawyers as a side hustle, Ashley quickly realized the need for honest digital marketing services for law firms. As the side hustle grew, Ashley soon realized her passion and love for helping law firms grow through digital marketing. As the business grew, the brainstorming began for what to call the business. Drawing inspiration from her love for golf and the rich history and level of excellence behind the term “The Green Jacket”, the name “Green Cardigan” was born!

Since its inception, Green Cardigan Marketing has been hyper focused on helping law firm owners achieve their goals all while providing out of this world customer service. To date, Ashley and her team have worked with over 150 law firms across 37 states.