Latest Unbundled Podcast Episodes
Automating Client Follow Up: How to Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients
Unbundled Attorney Mastermind - October 17, 2017 12:59 - 1 hour ★★★★ - 15 ratingsEpisode 42: Automating Client Follow Up: How You Can Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients Every day clients are contacting your office to meet with you for consultations. Some of these clients retain your services right away, but what about th...
Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts
Unbundled Attorney Mastermind - October 03, 2017 20:44 - 1 hour ★★★★ - 15 ratingsEpisode 41: Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts When Thomas King started his own practice, he saw an opportunity in the market to provide assistance for clients trying to handle ...
The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate
Unbundled Attorney Mastermind - September 16, 2017 07:07 - 1 hour ★★★★ - 15 ratingsEpisode 40: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate After working with Unbundled Attorney as a solo practitioner for over a year, Anthony Saunders decided to take a break to close up his practice and start workin...
Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System
Unbundled Attorney Mastermind - August 31, 2017 11:00 - 1 hour ★★★★ - 15 ratingsEpisode 39: Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System After launching his practice early in 2017 in the Hudson Valley, NY, Alexander Keenan quickly expanded to serve the nearby metropolitan Albany, NY community de...
Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients
Unbundled Attorney Mastermind - August 15, 2017 20:35 - 51 minutes ★★★★ - 15 ratingsEpisode 38: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients New Jersey attorney Matt Rosen has the “sales gene.” Not just because his father was a successful corporate salesman, but because of his extensive background in sales and many...
Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone
Unbundled Attorney Mastermind - July 31, 2017 16:00 - 55 minutes ★★★★ - 15 ratingsEpisode 37: Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone Lisa Brown began working with Unbundled Attorney less than two years ago. During this time, she transitioned from handling 100% of her pract...
Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client
Unbundled Attorney Mastermind - July 18, 2017 23:00 - 1 hour ★★★★ - 15 ratingsEpisode 36: Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client Brian Picarello spent the first years of his professional life working as a social worker. After graduating law school i...
How to Compete in the DIY Internet Age: A Practical, Step-by-Step Guide to Delivering Unbundled Legal Services Efficiently and Profitably in Your Practice
Unbundled Attorney Mastermind - July 03, 2017 08:45 - 1 hour ★★★★ - 15 ratingsEpisode 35: How to Compete in the DIY Internet Age: A Practical, Step-by-Step Guide to Delivering Unbundled Legal Services Efficiently and Profitably in Your Practice There is no question that YouTube and the availability of “Do It Yourself” information online continues to have a significant im...
Automate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of Lexicata
Unbundled Attorney Mastermind - June 16, 2017 20:10 - 1 hour ★★★★ - 15 ratingsEpisode 34: Automate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of Lexicata Michael Chasin joins us to give an overview of Lexicata, an all-in-one CRM and client intake solution for lawyers, and how legal techn...
Moving to a New City: How to Close Your Existing Practice and Start up a New One from Scratch, Tips for Hiring Staff, and the Benefits of Layaway Payments
Unbundled Attorney Mastermind - June 03, 2017 17:00 - 1 hour ★★★★ - 15 ratingsEpisode 33: Moving to a New City: How to Close Your Existing Practice and Start up a New One from Scratch, Tips for Hiring Staff, and the Benefits of Layaway Payments Have you ever considered moving to another city, but haven’t because you are reluctant to start a new practice from scratch? May...
How Cultivating a Deep Understanding of Your Clients’ Emotional, Cultural and Political Context Can Help You Deliver Exceptional Service and Build a More Profitable Practice
Unbundled Attorney Mastermind - May 22, 2017 06:50 - 54 minutes ★★★★ - 15 ratingsEpisode 32: How Cultivating a Deep Understanding of Your Clients’ Emotional, Cultural and Political Context Can Help You Deliver Exceptional Service and Build a More Profitable Practice Originally from Cuba, Moises Kaba has been providing immigration, family law, and estate representation in so...
Starting a Brand New Law Firm After 18 Years of Practice: A Step-by-Step Walkthrough from Successful Launch to Expansion, Hiring Virtual Contract Lawyers, and Empathetic Pricing
Unbundled Attorney Mastermind - May 06, 2017 06:00 - 1 hour ★★★★ - 15 ratingsEpisode 31: Starting a Brand New Law Firm After 18 Years of Practice: A Step-by-Step Blueprint for a Successful Launch and Expansion, Hiring Virtual Contract Lawyers, and Empathetic Pricing After 18 years of practice, Maria Aguila decided to go back out on her own and start a new law firm. Toda...
15 Years of Solo Practice in the Big Apple: Relating to an Ethnically Diverse Clientele, Tracking Key Metrics, and Effectively Leveraging Paralegals
Unbundled Attorney Mastermind - April 21, 2017 23:30 - 47 minutes ★★★★ - 15 ratingsEpisode 30: 15 Years of Solo Practice in the Big Apple: Relating to an Ethnically Diverse Clientele, Tracking Key Metrics, and Effectively Leveraging Paralegals David Zaslavsky has had his own solo family law practice in New York City for over 15 years. Today, he joins our show to share his ins...
Developing a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration Services
Unbundled Attorney Mastermind - April 09, 2017 06:30 - 1 hour ★★★★ - 15 ratingsEpisode 29: Developing a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration Services After working as a public defender in Manhattan, NY and commuting for two hours each day, Vaneskha Wilson decided to move to Orlando with her family and start he...
Strategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with Clients
Unbundled Attorney Mastermind - March 25, 2017 01:20 - 50 minutes ★★★★ - 15 ratingsEpisode 28: Strategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with Clients Sean Lynch currently receives about 200 leads each month from Unbundled Attorney. Not only has he been receiving a high volume of leads since first starting...
How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm
Unbundled Attorney Mastermind - March 12, 2017 20:00 - 45 minutes ★★★★ - 15 ratingsEpisode 27: How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm Brian Winters’ experience while working for a big law firm included what he calls a “big retainer mentality.” Success there was measured by how large the initial retainer would be. After some convincing, Brian...
Deep Dive with Dave Aarons, CEO of Unbundled Attorney: How to Thrive in a Disrupted Legal Market and the Future of Unbundled Legal Services
Unbundled Attorney Mastermind - February 25, 2017 03:00 - 1 hour ★★★★ - 15 ratingsEpisode 26: Deep Dive with Dave Aarons, CEO of Unbundled Attorney: How to Thrive in a Disrupted Legal Market and the Future of Unbundled Legal Services In our previous episodes, Dave Aarons, CEO of Unbundled Attorney, interviews the guests on our show. Today, the tables are turned, and one of t...
Estate Planning Strategies Learned from 36 Years of Practice: Pay-As-You-Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving Clients
Unbundled Attorney Mastermind - February 13, 2017 17:30 - 51 minutes ★★★★ - 15 ratingsEpisode 25: Estate Planning Strategies Learned from 36 Years of Practice: Pay-As-You-Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving Clients After over 36 years of legal practice, Robert Muehlenweg has developed a well-defined strategy that provides aff...
How to Relocate a Law Practice to a New Region: Creating Relationships with Local Courts, Bartering with Clients, and Building an Efficient Firm
Unbundled Attorney Mastermind - January 27, 2017 09:00 - 1 hour ★★★★ - 15 ratingsEpisode 24: How to Relocate a Law Practice to a New Region: Creating Relationships with Local Courts, Bartering with Clients, and Building an Efficient Firm Before Charles Skinner became an attorney, he worked as a machinist for over 10 years. That experience taught him a lot about how to strea...
Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months
Unbundled Attorney Mastermind - January 13, 2017 09:00 - 1 hour ★★★★ - 15 ratingsEpisode 23: Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months Andrew Burgess is 9 months out of law school and has already built a thriving and successful solo practice. This growth is largely fueled by a high volume of Unbundled Attorney leads, his ef...
Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice
Unbundled Attorney Mastermind - January 01, 2017 22:30 - 1 hour ★★★★ - 15 ratingsEpisode 22: Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice After many years working as a prosecuting attorney and then as a contract lawyer for a firm on the east coast, David Gross decided to start h...
Building Blocks for Great Relationships with Clients, Mobile-Lawyering, and Strategies to Convert Estate Leads
Unbundled Attorney Mastermind - December 16, 2016 23:00 - 1 hour ★★★★ - 15 ratingsEpisode 21: Building Blocks for Great Relationships with Clients, Mobile-Lawyering, and Strategies to Convert Estate Leads Bill Fix didn’t become a lawyer straight out of college. Instead, he worked in sales and as an investment advisor before enrolling in law school. These experiences taught h...
Lessons from 50 years of Practicing Law: Empathetic Listening, Limited Scope, and the Disrupted Legal Market
Unbundled Attorney Mastermind - December 05, 2016 02:00 - 1 hour ★★★★ - 15 ratingsEpisode 20: Lessons from 50 years of Practicing Law: Empathetic Listening, Limited Scope, and the Disrupted Legal Market Richard A. Shannon is an exceptional attorney with over 50 years of experience. After studying liberal arts and graduating from UT School of Law, he served as an Assistant At...
Starting a Solo Practice in Your Forties: Embracing Tech, Leveraging an Assistant, and Flexible Payment Plans
Unbundled Attorney Mastermind - November 18, 2016 19:00 - 1 hour ★★★★ - 15 ratingsEpisode 19: Starting a Solo Practice in Your Forties: Embracing Tech, Leveraging an Assistant, and Flexible Payment Plans Kathy Orr has been practicing family law for over 15 years, and what makes her stand out from our other guests is that she took up the practice of law in her forties. After ...
Scaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 Months
Unbundled Attorney Mastermind - November 04, 2016 20:00 - 1 hour ★★★★ - 15 ratingsEpisode 18: Scaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 Months Rhonda Telford Naidu has been an Unbundled provider attorney out of Oklahoma City, OK for about 3 months. During this time her client base has grown from 9 active clients to 51 which h...
How Offering “Pay-As-You-Go” Options Can Dramatically Increase the Number of Clients You Can Profitably Serve
Unbundled Attorney Mastermind - October 21, 2016 23:00 - 56 minutes ★★★★ - 15 ratingsEpisode 17: How Offering “Pay-As-You-Go” Options Can Dramatically Increase the Number of Clients You Can Profitably Serve Barbara Rogachevsky has been an Unbundled provider attorney out of Akron, Ohio, for over two-and-a-half years now. Today Barbara shares the types of unbundled and “pay-as-yo...
Proven Sales Strategies to Convert More Leads and Eliminate No-Shows
Unbundled Attorney Mastermind - October 08, 2016 20:00 - 1 hour ★★★★ - 15 ratingsEpisode 16: Proven Sales Strategies to Convert More Leads and Eliminate No-Shows Tera Lee is a long-time unbundled provider attorney based in San Bernardino, CA who has applied best practices and strategies he learned from his background in sales to calling leads. Today Tera joins our show to d...
Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling
Unbundled Attorney Mastermind - September 23, 2016 21:00 - 1 hour ★★★★ - 15 ratingsEpisode 15: Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling Obreziah Bullard is an unbundled provider attorney out of Atlanta, GA that converts about 75% of the leads she receives into paying clients. That’s an impressive conversion rate,...
Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone
Unbundled Attorney Mastermind - September 09, 2016 17:00 - 1 hour ★★★★ - 15 ratingsEpisode 14: Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone Zoe Garvin joins our show today and shares her journey from college graduate to opening her own solo practice, including resources that helped her make the transition. She has also b...
The Modern Solo Practice: How to Leverage Internet Leads to Ramp Up a New Law Firm
Unbundled Attorney Mastermind - August 30, 2016 04:00 - 1 hour ★★★★ - 15 ratingsEpisode 13: The Modern Solo Practice: How to Leverage Internet Leads to Ramp Up a New Law Firm Immigration and Family Law Attorney, Austin Andenmatten, sole practitioner at the Law Offices of Austin Andenmatten, joins our show today and shares his success story after opening his practice just a...
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