Hire and Empower with Molly McGrath

Molly McGrath
  • 4.7 (13)
  • Management
  • Updated Weekly

This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. As some of the country's leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.

  1. 5d ago

    Episode 367: Your Law Firm Isn't Losing to AI… It's Losing to Lawyers Who Use It Better

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly sits down with Aaron Fransua, founder of AVID Legal Group, to discuss how AI for law firms is transforming legal operations, client experience, law firm marketing, and estate planning. You'll learn how to use AI to automate intake, improve legal workflows, increase conversion rates, strengthen your law firm systems, optimize SEO, and create a more efficient, profitable practice. Key Takeaways: Use AI to automate repetitive tasks so your team can focus on client service, strategy, and legal work. Scalable systems—not star employees—drive efficiency, consistency, and long-term growth. A compelling purpose story builds trust, differentiates your firm, and strengthens your marketing. Track the right metrics, improve ROI, and make faster decisions with AI-powered insights instead of guesswork Law firms that embrace AI today will improve operations, enhance the client experience, and stay ahead of the competition.   Quote for the Show:  "My AI reviews my marketing, my finances, and my operations every Saturday morning. Technology should not replace humans. It should make us more effective." - Aaron Fransua   Connect with Aaron: Email: aaron@avidesq.com Website: https://www.avidesq.com LinkedIn: https://www.linkedin.com/in/aaronfransua/ Facebook: https://www.facebook.com/avidlawyers Instagram: https://www.instagram.com/avidesq/    Links: AI Newsletter: https://substack.com/@theaibreak?r=53w665&utm_medium=ios&utm_source=stories&shareImageVariant=blur AI Course: https://www.skool.com/chase-ai-community/about  Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/w3mkKzC3ctY

  2. Jul 28

    Episode 366: Selling a Law Firm - What Every Attorney Should Know

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly sits down with Michael Di Gennaro, Chief Growth Officer and Head of Advisory at Law Practice Exchange, to explore what every law firm owner needs to know about selling a law firm, succession planning, law firm valuation, and the rapidly changing legal marketplace. You'll learn how to prepare your law firm for sale, increase your firm's valuation, build operational systems that buyers want, strengthen your marketing and referral pipelines, navigate private equity and MSO opportunities, and develop an exit strategy that protects your clients, your employees, and your legacy. Key Takeaways: Start your exit strategy years before you're ready to sell. Learn why succession planning should begin years in advance so you have time to increase your firm's value, identify the right buyer, and create a transition that benefits you, your clients, and your team. Discover how systems, leadership, marketing, and operational independence dramatically increase your firm's marketability. Learn the factors buyers evaluate—including recurring referral sources, predictable intake systems, employee retention, operational infrastructure, and transferable goodwill. Explore Private Equity, MSOs, and Modern Exit Opportunities. Today's law firm owners have more options than ever before. Every Hiring Decision Shapes Your Firm's Future Value. Your next hire isn't just filling a role—it's strengthening (or weakening) your firm's long-term value.   Quote for the Show:  "The sale of your practice is a financial and succession decision. Practicing law is an employment decision" - Michael Di Gennaro   Connect with Michael: Email: michael@thelawpracticeexchange.com Website: https://www.thelawpracticeexchange.com  LinkedIn: https://www.linkedin.com/in/michaeljdigennaro/  Facebook: https://www.facebook.com/lawpracticeexchange/  Instagram: https://www.instagram.com/thelawpracticeexchange/ Podcast: https://theexchangewithtomlenfestey.buzzsprout.com/    Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/bnzK_DjPFq4

  3. Jul 21

    Episode 365: The 6 Hiring Stages Every Law Firm Must Fix Before Making Another Hire

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly shares the 6 hiring stages every law firm must fix before making another hire and explains why so many law firms struggle with hiring, employee retention, and team performance. You'll learn proven law firm hiring and legal recruiting strategies to improve your candidate experience, strengthen your interview process, build an effective employee onboarding system, increase employee retention, and create a scalable hiring framework that helps your law firm attract, hire, and retain the right people for long-term growth.   Key Takeaways: Every Hiring Problem is a stage problem. The issue isn't your candidates — it's a breakdown in one of the six hiring stages. Diagnose the stage before making your next hire. Top candidates judge your law firm before they ever apply. Your employer brand, job ads, online reputation, and candidate experience determine who says "yes." Stop hiring from urgency or industry experience alone. A structured hiring system with clear roles, interview scorecards, and a 90-day success profile consistently leads to better hires. Hiring doesn't end with an accepted offer. Clear expectations, coaching, accountability, and a structured onboarding plan are what keep great employees beyond their first 90 days. Great firms don't rely on the owner to solve every people problem. Strategic staffing, capacity planning, and knowing when to coach, retrain, or let someone go create a team that can grow without you.   Quote for the Show:  "Candidates are interviewing your law firm just as much as you're interviewing them." - Molly Mcgrath   Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/o8FA75CCX0U

  4. Jul 14

    Episode 364: Before You Fire Another Employee, Listen to This

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly reveals why so many law firm owners struggle with underperforming employees—not because they lack good people, but because they lack a clear framework for making people decisions. You'll walk away with practical tools to evaluate employee performance, coach with confidence, make difficult decisions with clarity, and build a team that helps your law firm grow instead of slowing it down.   Key Takeaways: Learn how to determine whether an underperforming employee needs coaching, retraining, a new role, or it's time to let them go using a proven leadership framework. Discover why many hiring mistakes are actually onboarding, training, or role alignment issues—and how to identify the real problem before making costly staffing decisions. Improve employee performance with clear expectations, accountability, coaching, and measurable performance goals that build stronger, more engaged teams. Recognize the warning signs of a true hiring mistake and protect your law firm's culture before poor performance impacts morale, productivity, and profitability. Build a high-performing legal team with practical leadership strategies that strengthen accountability, improve retention, and support long-term law firm growth.   Quote for the Show:  "The right decision isn't always to fire someone. Sometimes the right decision is to train them. Sometimes it's to move them. And sometimes it's to let them go." - Molly Mcgrath   Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/9St37qZIlOE

  5. Jul 7

    Episode 363: The 90-Day Onboarding System That Actually Keeps Great Employees

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly reveals why most law firms don't have an employee retention problem—they have an onboarding problem. The first 90 days determine whether a new hire becomes a long-term, high-performing team member or starts quietly disengaging long before they resign. She walks through the exact 90-day onboarding framework her team uses to help boutique law firms create clarity, accountability, and confidence from day one. You'll walk away with actionable strategies to build an onboarding system that improves retention, reduces turnover, strengthens your culture, and creates a team that grows alongside your law firm instead of growing out of it.   Key Takeaways: Employee retention starts with onboarding. The first 90 days determine whether a new hire stays or leaves. Clarity drives performance. Clear expectations, KPIs, and milestones help new hires succeed faster. Daily communication prevents turnover. Regular huddles and check-ins catch problems before they grow. Build owners, not order-takers. Empower employees to solve problems and improve systems. Onboarding is a business system. A structured 90-day plan improves retention, accountability, and long-term growth.   Quote for the Show:  "The offer letter gets the hire. The first 90 days earn their commitment." - Molly Mcgrath   Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/VPgOWBlvFcY

  6. Jun 30

    Episode 362: The Exact Hiring System We Use to Recruit Top Legal Talent

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly reveals why most law firms don't actually have a hiring process—they have hiring habits. Those habits lead to costly mis-hires, wasted attorney time, and unnecessary turnover. She walks through the exact recruiting system her team uses to help boutique law firms consistently attract, interview, and hire top legal talent. You'll walk away with practical strategies to build a repeatable hiring process, attract better attorneys and legal staff, and create a 180-day onboarding system that improves retention and helps your law firm scale with confidence.   Key Takeaways: Most law firms don't have a hiring process — they have hiring habits. Successful hiring requires a structured process that removes emotion, creates consistency, and produces predictable hiring outcomes instead of relying on gut instinct or urgency. Hire the human being, not just the resume. Years of experience don't predict long-term success. A structured interview scorecard helps eliminate bias and emotional decision-making. Your job ad is a marketing tool. Your job ad should sell the opportunity—not just describe the position. Protect attorney time with a layered hiring process. Delegate phone screens, video interviews, and candidate debriefs so only qualified candidates reach the attorney. Hiring doesn't end with the offer letter. A structured 180-day onboarding plan with KPIs and coaching improves retention and reduces turnover.   Quote for the Show:  "You're not losing great candidates because of the talent market. You're losing them because of your hiring process." - Molly Mcgrath   Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/yMtAWKpoxKg

  7. Jun 22

    Episode 361: The Hiring Practices That Make Your Best Candidates Ghost You

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly reveals why great candidates seem to "ghost" law firms and why the real problem often isn't the candidate, it's the hiring process. She breaks down the key moments where firms lose top talent, from slow response times and outdated recruiting practices to weak offer letters and poor communication. You'll learn the practical strategies to improve the candidate experience, speed up hiring decisions, and compete for high-performing attorneys, paralegals, and legal staff in today's competitive market.   Key Takeaways: The biggest hiring mistake law firms make is moving too slowly. Top candidates are often interviewing with multiple firms. If you take days— or even weeks —to respond, schedule interviews, or make decisions, your competitors will hire them first. Candidates are interviewing you, too. Candidates are evaluating your leadership, communication, culture, and professionalism throughout the entire process. Your hiring process is a sales process. The firms winning the talent war treat recruiting like client intake. They communicate quickly, personalize their outreach, clearly explain next steps, and make candidates feel valued from the very first conversation. Weak communication creates candidate drop-off. Vague job ads, generic offer letters, delayed follow-up, and poor communication between offer acceptance and start date are some of the biggest reasons candidates disappear. Great candidates choose culture and growth, not just salary. Top candidates are also looking for strong leadership, a clear onboarding plan, professional development, and confidence that the firm is invested in their success.   Quote for the Show:  "Candidates aren't playing games. They're interviewing you while you're interviewing them." - Molly Mcgrath   Links: Session Tools & Exercise: https://docs.google.com/document/d/10BLPPN1khXP8S7r0-4P8nUl1QtCuyOeTqFGyewSQcIg/edit?usp=sharing Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/AFfXvrf0SL4

  8. Jun 16

    Episode 360: Why Most Estate Plans Fail After the Documents Are Signed

    *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:fadca77c-d598-4883-9d08-f5936404db56-20" data-testid= "conversation-turn-4" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" dir="auto" data-turn-id="11719b1f-6439-4c14-b996-bf72039ac7ce" data-testid="conversation-turn-27" data-scroll-anchor="false" data-turn="user"> In this episode, Molly sits down with Jessica Schmitz, Founder of Fund Ease, LLC, to discuss why so many estate plans fail after the documents are signed and the critical role trust funding plays in ensuring a plan actually works when it's needed most. Jessica shares the common reasons trusts go unfunded, why clients often fail to complete the funding process, and how law firms can improve follow-through, avoid probate risks, and deliver a better client experience. You'll learn how to identify trust funding gaps, create a more effective estate planning process, improve client accountability, and ensure your clients' assets are properly protected from unnecessary probate and costly mistakes.   Key Takeaways: A Trust Isn't Complete Until It's Funded. Assets must be properly transferred into the trust to avoid probate and ensure the plan works as intended. Most Funding Problems Are Really Follow-Up Problems. The biggest breakdown isn't preparing the paperwork—it's the lack of a consistent process to follow up with clients, advisors, and confirmations after documents are submitted. Funding Needs Dedicated Ownership. When funding is assigned to someone already juggling multiple responsibilities, files get delayed, clients disengage, and trusts remain incomplete. Proactive communication, timely reminders, and clear expectations keep clients engaged and significantly increase the likelihood that funding gets completed Unfunded trusts can lead to probate, frustrated clients, damaged referral relationships, and reputational risk for the law firm.   Quote for the Show:  "The cost isn't the funding fee. The cost is failing to deliver on your promise to the client." - Jessica Schmitz   Connect with Jessica: Email: jessica@fund-ease.com Website: https://www.fund-ease.com/  LinkedIn: https://www.linkedin.com/in/jessica-schmitz-fund-ease/ Facebook: https://www.facebook.com/FundEase  Instagram: https://www.instagram.com/fund_ease/    Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/jMdiJ3pao1E

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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. As some of the country's leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.

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