Your Profitable Law Firm

Kelley Brubaker
  • 5.0 (4)
  • Entrepreneurship
  • Updated Weekly

Guiding law firms to overflowing profits 💰 scaled growth 🌱 and thriving lives 😎 This is your source of business insights and money mindset with a little bit of humor tossed in. Hosted by Kelley Brubaker, CPA who is a business advisor and entrepreneur. Kelley knows there is an easier way to make money as a small business owner and that's what she's here to help you do.

  1. 6d ago

    Ep 164 | How Attorneys Can Build a Book of Business Without Feeling Like a Salesperson | Dena Lefkowitz

    How Attorneys Can Build a Book of Business Without Feeling Like a Salesperson | Dena Lefkowitz Dena Lefkowitz is an attorney turned executive coach who works with lawyers to build books of business on their own terms. In this episode, Dena joins Kelley Brubaker to talk about why most attorneys hate the idea of rainmaking, why that resistance is costing them more than they realize, and what a sustainable business development approach actually looks like for someone who went to law school specifically to practice law, not sell it. Dena walks through her Rainmaker Pyramid framework, the difference between transactional networking and genuine relationship building, why introverts can be exceptional rainmakers, and the mindset shift that separates attorneys who consistently grow their book of business from those who wait and hope. Free resource for Your Profitable Law Firm listeners: Rainmaking Self-Check — a free assessment to identify your rainmaking strengths and gaps: https://achievementbydesign.com/rainmaking-self/ Connect with Dena: Website: https://achievementbydesign.com LinkedIn: https://www.linkedin.com/in/denalefkowitz/ Email: dena@achievementbydesign.com Book - Winning Your Own Court: A Guide for Successful Women Attorneys: https://www.amazon.com/Winning-Your-Own-Court-Successful-ebook/dp/B0CGN643MK/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #Rainmaking #BookOfBusiness #LegalMarketing

  2. Aug 19

    Ep 163 | A CFO Reviews a Real Law Firm P&L… Here Is What She Found

    A CFO Reviews a Real Law Firm P&L… Here Is What She Found NOTE FOR SPOTIFY LISTENERS: This episode includes a live screen share walkthrough of a real law firm profit and loss statement. To follow along with the visuals, watch the full video on YouTube here: https://youtu.be/_RaUprFhhTA Kelley Brubaker, CPA and fractional CFO for law firms, walks through a real anonymized profit and loss statement from a family law firm generating $3.7 million in annual revenue. No guest, no theory ... just Kelley and the actual numbers, pointing out what she sees, what she would ask, and what she would change. She covers the rule of thirds, how to read net income as a percentage of revenue, where client costs belong on a P&L, why payroll ratios matter more than the dollar amount, how S corp owners often miss a key health insurance deduction, and why advertising and marketing needs to be broken down by channel to be useful. This is the episode for any law firm owner who has ever looked at their P&L and felt like they were missing something. Want Kelley to review your P&L on a future episode? Send your P&L to: podcast@profitscalethrive.com It is completely free. Kelley will anonymize all identifying information before anything goes public. You will receive a full walkthrough before the episode airs. Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #ProfitAndLoss #LawFirmFinance

  3. Aug 12

    Ep 162 | Why Law Firms Lose Revenue Before a Single Ad Is Placed | Scott Berry

    Why Law Firms Lose Revenue Before a Single Ad Is Placed | Scott Berry Scott Berry is the founder and president of MarketCrest, a law firm growth company specializing in immigration and family law. He joins Kelley Brubaker to make the case that most law firms don't have a lead problem, they have a client acquisition problem. In this episode, Scott breaks down the five revenue leaks killing law firm growth, why unanswered calls cost more than any marketing campaign, what elite intake actually looks like, how to use the math of your own pipeline to set growth targets without guessing, and the Rule of Nine follow-up system he developed to recapture clients who didn't hire on the spot. Connect with Scott: Website: https://marketcrest.com LinkedIn: https://www.linkedin.com/in/mscottberry/ Book - The Law Firm Intake Playbook: https://a.co/d/0hdbIHg7 Free resources including lead-to-revenue calculator: https://marketcrest.com/media/free-marketing-resources/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #LawFirmMarketing #LawFirmIntake

  4. Aug 5

    Ep 161 | How Law Firms Can Use AI for Intake, Client Communication, and Operations | Alejo Pijuan

    How Law Firms Can Use AI for Intake, Client Communication, and Operations | Alejo Pijuan Alejo Pijuan is a fractional AI officer who works with law firms on AI strategy and implementation through his company AmplifyVoice. In this episode, Alejo joins Kelley Brubaker to talk about why most law firms are losing clients to voicemail, how AI voice agents can handle intake without making callers feel like they are talking to a robot, and what attorney-client privilege actually means when AI is involved. Alejo also breaks down how the right AI approach changes depending on firm size, shares a powerful tip for using AI more accurately (ask it how confident it is and what it might have missed), and explains why the biggest AI mistakes come from people problems, not technology problems. Connect with Alejo: Free 30-minute consultation: https://cal.com/alejo-amplify-voice/30min-w-alejo  Claude for legal quick start guide: https://www.youtube.com/watch?v=db6i06tTIAs  "Is Claude For Legal Safe?" Webinar (aka Attorney-client privilege in AI webinar): https://www.youtube.com/watch?v=Lg7NWXUZzRM  My LinkedIn profile if they want to get in touch: https://www.linkedin.com/in/alejopijuan/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #AI #LegalTech #LawFirmAI

  5. Jul 30

    Ep 147 | Why Law Firm Owners Undercharge… And How It’s Costing Them Profit with Vanessa Ugatti

    How to Get Paid Your True Worth Ethically ... by Overcoming Fear, Raising Self-Worth, and Changing Pricing Habits with Vanessa Ugatti UPDATE: Vanessa's book, How to Get Paid Your True Worth Ethically, Without Selling Your Soul, is now available to purchase. Here’s the link: https://www.vanessaugatti.com/book And the U.S. Amazon link: https://a.co/d/0eiyysNO This is thirteen years of work distilled into one book. It brings together Vanessa's unique 9 Principle True Worth Methodology™, along with practical tools and real-life stories that will help you charge with confidence and build a profitable, sustainable business. At its heart is the Magic Triangle, a simple yet powerful framework for balancing client value, business value and personal wellbeing.* * * * * Host Kelley Brubaker welcomes Vanessa Ugatti to discuss why experienced professionals undercharge, discount, over-service, and sometimes even struggle to get paid. Author of Amazon Best Seller True Worth, Vanessa helps lawyers get paid their true worth ethically, while keeping their clients happy and without selling their soul, by uncovering and eliminating the behaviors that cause financial loss and stress. Her unique True Worth Methodology™ has been honed over a 13-year period and was born out of her own painful journey from being utterly clueless at charging to confident, calm, and collected. They explore how subconscious habits, limiting beliefs like “the client won’t pay,” fear-driven fight-or-flight responses, and low self-worth shaped by conditioning undermine pricing and profitability even for highly qualified people. Vanessa’s approach is warm and empowering and Kelley connects the conversation to law firm realities, urgency, and the gap between professional training and business ownership. Connect with Vanessa:  LinkedIn: https://www.linkedin.com/in/vanessa-ugatti-legal-pricing/ Email: vanessa@thetrueworthexpert.com Website: www.thetrueworthexpert.com Cheat sheet: https://www.thetrueworthexpert.com/cheat-sheet-get-paid-your-true-worth Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P   🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ YouTube https://www.youtube.com/@profit.scale.thrive   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

  6. Jul 29

    Ep 160 | Tax Planning, Business Structure, and Wealth Strategy for Law Firm Owners | Mike Milligan CFP

    Tax Planning, Business Structure, and Wealth Strategy for Law Firm Owners | Mike Milligan CFP Mike Milligan is a Certified Financial Planner, founder of 1.oak Financial, and author of The One of a Kind Financial Plan. In this episode, Mike joins Kelley Brubaker for a conversation that jumps straight into the deep end on taxes, financial planning, and the real difference between tax prep and tax planning. They cover why most business owners overpay taxes without knowing it, how proper business structure reduces your tax burden, the specific strategies available to law firm owners from the Solo 401k to the Augusta Rule to geographic arbitrage, and why your biggest expense in life is almost certainly taxes. Mike also shares the collard sandwich story behind 1.oak Financial and his grandmother's influence on how he thinks about money, clients, and building a business that actually serves people. Connect with Mike: Website: https://1oakfinancial.com  Radio show and question submission: https://1oakradio.com  LinkedIn: https://www.linkedin.com/in/mikemilligancfp/  YouTube: https://www.youtube.com/@1.oakfinancial  Instagram: https://www.instagram.com/1oakfinancial/  Text IDEAS to 600-700 to reach Mike directly Books by Mike Milligan: The One of a Kind Financial Plan Retirement Deja Vu Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #TaxPlanning #FinancialPlanning #WealthStrategy

  7. Jul 22

    Ep 159 | How Law Firms Can Use AI to Fix Intake, Compress the Sales Cycle, and Stop Losing Clients | Len Ward

    How Law Firms Can Use AI to Fix Intake, Compress the Sales Cycle, and Stop Losing Clients | Len Ward Len Ward is the founder and CEO of Commexis, an AI consulting and product development firm that began on Wall Street and evolved through digital marketing into AI-powered systems. In this episode, Len joins Kelley Brubaker to talk about what law firms are getting wrong about AI, why potential clients are arriving at firm websites already informed and impatient, and what practical steps small law firms can take right now to fix intake, remove friction, and compress the sales cycle. Len breaks down how to build a data room, how AI chatbots should be trained and why most aren't, why ranking on ChatGPT is fool's gold, and what the biggest AI mistake law firms are making heading into the next 18 months. Connect with Len: Website: https://commexis.com  LinkedIn: https://www.linkedin.com/in/lenward/  YouTube: www.youtube.com/@commexis  Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #AI #LegalTech #LawFirmMarketing

  8. Jul 16

    Ep 158 | How Law Firms Can Use Press Releases to Build Credibility and Get Media Coverage | Mickie Kennedy

    How Law Firms Can Use Press Releases to Build Credibility and Get Media Coverage | Mickie Kennedy Mickie Kennedy founded eReleases 28 years ago to help small businesses and professional service firms get real media coverage through press release distribution. In this episode, Kelley Brubaker talks with Mickie about how law firm owners can use press releases to build credibility, get picked up in national and trade publications, and convert prospects at a higher rate than paid advertising. Mickie breaks down what makes a press release actually get picked up by journalists, how to use AI correctly when writing one, why the headline for a press release is nothing like a blog post headline, and how one company converted at 17% from earned media coverage versus 3% from paid ads. If you've ever been quoted in an article and felt like you should be doing more of that, this episode is the roadmap. Connect with Mickie: Website: www.ereleases.com LinkedIn: https://www.linkedin.com/in/publicity/ Email: ereleases2@gmail.com Toll-free: 800.710.5535 Case studies: https://www.ereleases.com/case-studies/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #PressRelease #LegalMarketing #LawFirmMarketing

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5
out of 5
4 Ratings

About

Guiding law firms to overflowing profits 💰 scaled growth 🌱 and thriving lives 😎 This is your source of business insights and money mindset with a little bit of humor tossed in. Hosted by Kelley Brubaker, CPA who is a business advisor and entrepreneur. Kelley knows there is an easier way to make money as a small business owner and that's what she's here to help you do.

Information

  • Creator
    Kelley Brubaker
  • Years Active
    2023 - 2026
  • Episodes
    164
  • Rating
    Explicit
  • Copyright
    © Kelley Brubaker
  • Show Website
    Your Profitable Law Firm

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