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

In the digital age, LinkedIn isn’t just a networking platform; it’s a gateway to new opportunities and connections. Success on LinkedIn doesn’t come from simply having a profile; it comes from making the most of every pixel and feature. For ambitious law firm owners, optimizing LinkedIn can translate to business growth and professional acclaim.

In our latest episode of “The Lawyer Millionaire,” we bring you Marc Halpert, LinkedIn specialist and business growth guru, who shares his top strategies to elevate your LinkedIn presence in 2024.

Marc discusses:



* Strategies for consistently creating high-quality posts on LinkedIn.

* The critical components of an impeccable LinkedIn profile, from eye-catching visuals to a compelling “About” section.

* Practical tips on crafting posts that inspire action, without over-relying on superficial engagement tactics like emojis.

* How to create a compelling “About” section.

* The nuances of using client and colleague reviews ethically on LinkedIn, and why it’s crucial for compliance.

* How to create a powerful first impression that significantly attracts potential clients.



 



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 Marc Halpert:



* Linkedin: Marc W. Halpert

* Facebook: Marc W. Halpert

* Website: Connect 2 Collaborate





About our guest:

Marc W. Halpert is a self-described “multi-preneur.” Since leaving the corporate finance world in 2001, Marc has started 3 companies, all of which he still operates.

Two of those companies offer specialized, paperless electronic payment services to optimize cash flow of by speeding of payments, to:



* retailers, small- and medium-sized businesses (Your Best Interest LLC)

* nonprofit organizations, professional and membership groups (e-giving).



In 2010 he started his third company, connect2collaborate, to spread his LinkedIn and networking evangelism to train and coach others. In all his LinkedIn training and coaching, he offers professionals the opportunity to better explain their brand and positioning on their LinkedIn profile pages: who they really are and why them vs. the competition.

As a LinkedIn trainer, Marc has been recognized as a high-energy speaker at national and regional conferences and instructor to sales/marketing and HR/training departments at large and small professional service firms and businesses.

He is one of a handful of “evangelists” recognized by LinkedIn nationwide to train nonprofits to cultivate their talent pool, volunteer, board member and donor development opportunities.

His specialty in customized personal coaching has helped individuals in all walks of life and industries to use LinkedIn to better achieve their professional goals.

Marc has authored numerous articles on innovations using the latest LinkedIn techniques for self-branding in national publications, both in paper and online. He serves as a subject matter expert for the business, technology and social media press. He is a frequent contributor to inc.com and has been heard frequently on WCBS Newsradio 880 AM giving LinkedIn advice on their business reports.

The legal profession demands not just expertise but strategic acumen to navigate the journey from a six-figure practice to a seven-figure powerhouse. In Episode 66 of The Lawyer Millionaire Podcast, we have the privilege of hosting Davina Frederick, a seasoned attorney, author, and founder of “Wealthy Woman Lawyer.”

Her impressive trajectory from a career in marketing to owning and scaling successful law practices offers a wealth of insights for law firm owners poised for growth.

In this episode, Davina Frederick delves into the intricacies of scaling a law firm, offering a candid look at her path to success—from initiating a law firm during the foreclosure crisis to running a virtual practice focused on sustainable growth.

Her experience underscores the necessity of building a proficient team, implementing effective systems, and mastering financial management to achieve seven-figure results. Guided by our host Darren Wurz, the discussion translates these experiences into actionable strategies for our audience.

Davina discusses:



* The importance of focusing on one big idea for monumental success.

* How to transition from a doer to a leader and team cultivator.

* How high-flying women can balance work and life as law firm owners.

* How hiring, training, and retaining lawyers can transform your business.

* The role of robust systems in streamlining operations and driving growth.

* How to overcome common pitfalls like money management fears and perfectionism.





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 Davina Frederick:







* Linkedin: Davina Frederick

* Website: Wealthy Woman Lawyer

* Wealthy Woman Lawyer Podcast







 

 

About our guest:

Davina Frederick is a Florida-licensed attorney, law firm growth strategist, and business coach for women law firm owners. Prior to starting her own law firm in 2007 and growing it successfully during the 2008 recession and its aftermath, she enjoyed a career as a professional services marketer.

In 2013, she founded D. Frederick Media and Marketing, LLC, with the goal of helping professional service business owners implement their marketing strategies.

However, she quickly discovered that most did not even have a strategy! It was then she began to work with her clients to develop strategic growth plans for their businesses and to coach them through the implementation of these plans, including how to market and sell, cultivate A+ teams, and set-up systems-driven businesses.

Since most of Davina’s clients were women law firm owners who wanted the inside-scoop on how Davina had successfully created and scaled her own law firm, she began to focus on serving just women law firm owner clients. In 2020, Davina rebranded her company to reflect this shift, creating Wealthy Woman Lawyer.®

Wealthy Woman Lawyer® assists women law firm owners in scaling their law firms into $1M+ wealth-generating businesses, without overwork or overwhelm.

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.