Financially Legal artwork

Financially Legal

61 episodes - English - Latest episode: 3 months ago -

The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers.
 Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.

Entrepreneurship Business Management businessfunding financialmanagement financialservices legalfunding legalservices
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Episodes

09: A legal “plan?” What does that even mean? And why would you sell one to contractors? An interview with Seth Bloom from Levelset

June 24, 2020 14:01 - 45 minutes - 31.1 MB

Seth Bloom is the Sr Director of Attorney Services at Levelset. If you’re not familiar with Levalset, it’s a company that helps all kinds of contractors, but particularly those in the construction space get paid and focus on what they like to do. It’s most relevant for legal professionals because those contractors often file, manage, and – when things go south – litigate liens. Enter Seth and the network of attorneys he’s building to help those construction professionals sort all of that out...

08: Can you balance work and life? Should you even try? Is there anyone out there who can help you? An interview with Erin Giglia from Montage Legal Group

June 10, 2020 14:05 - 54 minutes - 37.8 MB

Erin Giglia is the Co-Owner of Montage Legal Group. As you’ll hear, Montage was founded more than a decade ago to exploit a “gap in the marketplace between freelancers and law firms.” Since then the model that Erin and her co-founder Laurie established has been emulated, adapted and admired by firms and freelance legal business across the legal sector. Erin is incredibly insightful about how and why they built Montage the way they have, the opportunities that they saw in the market and how a...

07: How do you “show up” for your clients? And what does a premium subscription have to do with that? An interview with Kim Bennett from K. Bennett Law

May 27, 2020 14:00 - 45 minutes - 31.5 MB

Kim Bennett got burned by hourly billing. She lost a bunch of money and, having come up as a young lawyer in a corporate, in-house role, the model didn’t make sense to her. One day she pitched a client on a recurring monthly fee and, to her surprise, they accepted. That’s right, we’re talking subscriptions again. But where the guest from our last subscription-based law practice, Jon Tobin, uses almost as lead-gen for his firm, Kim’s “premium” subscriptions make up the bulk of the work that s...

06: An episode about accounting? Really? An interview with Chelsea Williams from Core Solutions Group, Inc

May 13, 2020 14:00 - 44 minutes - 30.6 MB

I know you didn’t go to law school to manage financial books or be an accountant, but it turns out that your ability to successfully support and represent your clients is contingent upon running a sound financial business. And Chelsea Williams, founder, and head of Core Solutions Group is dropping some wisdom about how to manage your firm’s finances so that you can worry less about money and more about your clients. We also cover Chelsea’s hit YouTube video “Four Steps to Effective Account...

05: Can you sell legal services by subscription? Should you? An interview with Jon Tobin from Counsel for Creators

April 29, 2020 15:41 - 50 minutes - 34.5 MB

Jon Tobin is running one of the most innovative law firms you’ve never heard of. Counsel For Creators is an LA-based law firm for creatives and entrepreneurs that sells a subscription to clients. In this episode of Financially Legal, we talk with Jon about the inspiration behind his subscription legal services plan, how he made it a reality, how (amazingly) it’s morphing into a profitable, self-sustaining community, how he calls his clients members and what’s next for his bold firm.  

04: Lawyers Can Change the World with Dan Price

April 08, 2020 07:00

We feel honored to welcome Dan Price, the inspirational CEO of Gravity Payments, as our guest for today's episode of the Financially Legal Podcast. Dan is a truly extraordinary individual. In 2015, he announced that he would be increasing the salaries of all his employees to a minimum amount of $70,000 annually, and he became an overnight business celebrity for having done that.  In today's show, Dan will be talking to us about how he thinks lawyers can change the world. He will also be gi...

04: Lawyers Can Change the World with Dan Price

April 08, 2020 07:00

We feel honored to welcome Dan Price, the inspirational CEO of Gravity Payments, as our guest for today's episode of the Financially Legal Podcast. Dan is a truly extraordinary individual. In 2015, he announced that he would be increasing the salaries of all his employees to a minimum amount of $70,000 annually, and he became an overnight business celebrity for having done that.  In today's show, Dan will be talking to us about how he thinks lawyers can change the world. He will also be gi...

04: Can one small company change the world? Can one small law firm? An interview with Dan Price

April 08, 2020 07:00 - 59 minutes - 55.1 MB

Dan Price is a big deal. Full stop. And we got him on the podcast. The inspirational CEO of Gravity Payments. In 2015 Dan announced that he would raise the salaries of each of his employees to $70,000 annually. In doing so Dan became an overnight business celebrity. He’s been on the Today show, been interviewed by Trevor Noah, and keynoted hundreds of business conferences around the world. He breaks down how he thinks about company culture, why Gravity Payments is investing in Gravity Legal,...

03: Why Do Trust Accounts Even Exist? And Why Should We Care? An Interview with Lainie Hammond

March 25, 2020 07:00 - 41 minutes - 37.9 MB

We get nerdy this episode talking accounting, trust accounting, and regulatory jazz with Lainie Hammond.  Lainie runs a law firm in Washington State helping lawyers with issues related to IOLTA trust account compliance. Seriously, though, we dig in on the what and why of both trust and IOLTA accounts, how lawyers get into trouble trying to manage their finances, and how they can keep out of that trouble. We even talked about practice management! C’mon, you know you want to get in on this!

02: Lessons Learned from Growing and Building a Business with John E. Grant, the Agile Attorney

February 28, 2020 18:22 - 37 minutes - 34.7 MB

Today, we're excited to be having a conversation with John E. Grant, the Agile Attorney. John is a compelling thinker when it comes to law firm economics, law firm efficiency, and law firm productivity. In today's episode, he shares some of the valuable lessons he learned from his experience while working for Getty Images. Be sure to listen in, to find out what John learned about growing and building a business.  John is an Oregon-licensed attorney with a cool and funny family history. Cur...

01: Introducing Financially Legal

February 27, 2020 19:16 - 7 minutes - 7.24 MB

Welcome to the very first episode of Financially Legal, with your host, Dan Lear, head of partnerships and marketing at Gravity Legal.    There's a growing recognition today, that to grow, build, or scale anything meaningful, it's not enough to simply understand the law. Modern, small business owners really need to have a wide variety of disciplines at their fingertips, and they need to understand them fully, to grow and build their businesses.    There's a distinct gap in the conver...

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