David Klein is the Director of Business Development for ConsulTV. 

David began his advertising journey running his own business doing print advertising and Google Adwords. Comparatively, the shift to programmatic advertising will be to traditional media as pay per click advertising was to the Yellow Pages. He is glad to be in a position to partner with agencies and help them maximize this enormous opportunity.  

ConsulTV's platform serves paid media advertising with a focus on streaming TV ads and OTT. Because of buying volume and 100's of private placement deals, we reduce our clients' CPMs and provide more robust targeting and reporting.

Connect with David on LinkedIn: https://www.linkedin.com/in/davidkleinsalesleader 

Visit ConsulTV: https://www.consult.tv/ 

On This Episode, We Discuss…

• The Seismic Shift from Traditional TV Ads to Streaming Platforms
• How Brands Can Adapt to the New Age of Digital Marketing
• Targeted Advertising in Streaming TV
• Optimizing Campaigns with Web Lift Pixels

Alay Yajnik is the Founding Partner of Law Firm Success Group, Host of the , and author of Staffing Up: The Attorney's Guide to Hiring Top Talent.

Alay’s firm enables law firms and attorneys to grow their income, take more time off, and reduce their stress. They equip their clients with the clarity, capabilities, and confidence to build their Perfect Practice: the income they want, the time off that they need, while dramatically reducing the stress that is wrecking their quality of life.

Law Firm Success Group applies proven business growth principles in the areas of Business Development, Hiring and Managing Teams, Marketing, Strategy, and Time Management to solo and small law firms.

Connect with Alay on LinkedIn: https://www.linkedin.com/in/alayyajnik/

Visit Law Firm Success Group: https://www.lawfirmsuccessgroup.com/

Alay’s Book: Staffing Up: The Attorney's Guide to Hiring Top Talent

On This Episode, We Discuss…

• How to Master Time Management for Better Work-life Balance
• Overcoming the Billable-hour Mindset
• Secrets to Hiring Top Talent 
• His book Staffing Up: The Attorney's Guide to Hiring Top Talent

Melanie Herschorn is the Founder of VIP Book Marketing & Publishing. 

Melanie wants to help you step into your spotlight as an authority. As a publisher and book marketing strategist for attorneys of boutique law firms, she’s on a mission to support and empower them to share their message with those who need to hear it most. 

Her experience as a celebrity publicist, award-winning journalist, and long-time entrepreneur gives Melanie a unique 360-degree view to guide her clients to create brand awareness, sell books, bolster client acquisition, and position themselves as subject matter experts. 

Connect with Melanie on LinkedIn: https://www.linkedin.com/in/melanie-herschorn/

Visit Big Impact Books: https://yourbigimpactbook.com/

Melanie’s Book: Make a Big Impact with Your Book: Author Marketing Strategies for Long-Term Success

On This Episode, We Discuss…

• Tips for Writing, Publishing, and Promoting a Book
• Overcoming Common Obstacles in the Publishing Process
• How to Use Your Book to Create New Revenue Streams and Attract High-quality Clients
• Steps to Leverage Your Book for Marketing Opportunities

In Part 2 of How Law Firms Will Win in 2023, Legal Mastermind Podcast hosts Chase Williams and Ryan Klein discuss the viewpoints and goals that your law firm needs to be considering when preparing for 2023 and beyond.

Visit MarketMyMarket’s Website: https://www.marketmymarket.com/

On This Episode, We Discuss…
- Using Story-branding to Help Convey the Purpose of Your Content
- It's Not Too Late to Start a Podcast
- How to Maximize the Potential of Google My Business Locations
- Switching Your Business Hours to 24-Hours on Your Firm's Google Business Profile
- Reducing Your Firm's Use of Duplicate Imagery

Recorded at Mass Torts Made Perfect (MTMP) in Las Vegas, NV. October 2022.

Featured Guests:

3:26 - Keith Newstrom, Wingman Marketing, https://mywingmananytime.com/

5:18 - Sarah Stuhldreher, QTAT BPO Solutions Inc, https://www.qtatinc.com/

15:00 - Joe Ruotolo, Intaker, https://www.intaker.com/

17:37 - Jazmin Respicio, DigitalPay, https://digitalpay.us/

20:40 - Hugo Gomez, Abogados NOW, https://www.abogadosnow.com/

Dr. Sherry Walling is a clinical psychologist, speaker, podcaster, author, and mental health advocate. Her company, ZenFounder, helps entrepreneurs and leaders navigate transition, rapid growth, loss, and any manner of complex human experience.

She hosts the ZenFounder podcast, which has been called a “must listen” by both Forbes and Entrepreneur Magazine and has been downloaded more than 1,000,000 times. She was also the host of Mind Curious, a podcast series exploring innovations in mental health care via psychedelics.

Her new book, Touching Two Worlds, is a poetic, incisive exploration of grief and joy in the aftermath of loss. Her best-selling book, The Entrepreneur’s Guide to Keeping Your Shit Together, combines the insight and warmth of a therapist with the truth-telling mirth of someone who has been there.

Connect with Dr. Walling on LinkedIn: https://www.linkedin.com/in/sherry-walling-phd/

Visit Dr. Walling's Website: https://www.sherrywalling.com/

Purchase The ZenFounder Guide to Founder Retreats: https://app.gumroad.com/l/retreats

On This Episode, We Discuss...
- The ZenFounder Guide to Founder's Retreats
- Learning How to Come Out of Your Shell
- The Benefits of Utilizing a Facilitator During a Company Retreat
- Measuring the Turnover of Your Business

Recorded at Mass Torts Made Perfect (MTMP) in Las Vegas, NV. October 2022.

Featured Guests:

5:35 - Gregg Goldfarb, Gregg M. Goldfarb LLP, https://gregggoldfarb.com/

7:46 - Johnny Adams, Johnny Adams Law Firm, https://www.johnnyadamslaw.com/

9:53 - Justin Lovely, The Lovely Law Firm, https://www.justiceislovely.com/

11:49 - Michelle Waddoups, George T. Waddoups & Associates, https://www.waddoupslaw.com/

12:43 - Warren Collins, Penningtons Manches Cooper LLP, https://www.penningtonslaw.com/

Laura Terrell is an executive coach with over twenty-five years of experience as a legal and business leader.

She offers an insider’s perspective for business, legal and corporate professionals, working to help her clients to improve and achieve success in their work lives.

Prior to coaching, she was a Special Assistant to the President at the White House, a senior-level appointee at the U.S. Department of Justice, an equity partner in two large, global law firms, and in-house counsel at a publicly traded company.

Laura has also led and managed teams of people across multiple countries, serving as a top advisor to many Fortune 500 and FTSE 100 companies.

Partnering with her clients, she enjoys helping them reach their goals and build confidence in their careers.

Connect with Laura on LinkedIn: https://www.linkedin.com/in/lauralterrell/

Visit Laura's Website: www.lauraterrell.com

On This Episode, We Discuss...
- How to Approach a Shift in Your Career
- Common Questions When Coaching Clients
- Trends of Non-Legal Professionals Entering the Legal Industry
- Nine Questions that Lead to Breakthroughs for Lawyers

Recorded at Mass Torts Made Perfect (MTMP) in Las Vegas, NV. October 2022.

Featured Guests:

4:43 - Cary Simowitz, Schlichter Bogard & Denton, https://uselaws.com/

7:01 - Darren Findling, The Probate Pro, https://theprobatepro.com/

8:55 - Elizabeth Yang, Yang Law Offices, https://yanglawoffices.com/

10:50 - Evan Stein, Berry Law Firm, https://jsberrylaw.com/

In Part 1 of How Law Firms Will Win in 2023, Legal Mastermind Podcast hosts Chase Williams and Ryan Klein discuss the viewpoints and goals that your law firm needs to be considering when preparing for 2023 and beyond.

Visit Market My Market’s Website: https://www.marketmymarket.com/

On This Episode, We Discuss...
- Demanding Consultant Marketing from Your Marketing Partners
- It's Important to Learn What's Next
- Developing Young Talent to Secure Your Firm's Future
- Prioritizing Structure with Standard Operating Procedures (SOPs)
- Planning Long-Term Goals for Your Firm

Robert Ingalls is the Founder of Lawpods, a podcast production company for professional attorneys offering a plan for lawyers to build relationships, generate revenue, and put them in front of new clients.

Lawpods consists of experienced producers, editors, and sound engineers that will create a podcast that is professional, polished, and on-brand for attorneys. Their branded podcast format offers services such as planning, production, and promotion.

Connect with Robert on LinkedIn: https://www.linkedin.com/in/robertingalls/

Visit Lawpods' Website: https://lawpods.com/

On This Episode, We Discuss...
- The Process of Producing Legal Podcasts for Others
- How to Dedicate Time to Create a Podcast
- Lawpods' SEO Approach to Producing & Promoting a Podcast
- The Right Gear Needed for a Podcast
- The Importance of Repurposing Your Podcast's Content

Sebastian Westerby is the Chief Marketing Officer and Co-Founder of Tort Experts. He is an expert in legal lead generation with a focus on ROI and brings with him years of marketing experience.

Tort Experts is an all-around performance marketing agency and a legal counsel in Denmark that specializes in providing high-quality leads and case acquisition for law firms nationwide in the areas of mass tort, class action, and personal injury.

Connect with Sebastian on LinkedIn: https://www.linkedin.com/in/sebastian-wincent-westerby-93a32593/

Visit Tort Experts' Website: https://tortexperts.com/

On This Episode, We Discuss...
- What's Exciting in the Mass Torts World Right Now
- How to Generate Leads Via Email
- Best Practices for Conversions for Mass Torts
- Managing Your Firm's Mass Torts Intake

Dr. Cain Elliott is the Head Legal Futurist at Filevine. Dr. Elliott develops solutions to bring Filevine to clients in a variety of professional services. He previously served as the CIO at Margolis Edelstein and taught philosophy at a variety of institutions. Cain is a philosopher and technologist, skilled in knowledge management, leadership, and technology.

Christian Carter is a Principal Product Solutions Consultant at Filevine. He enables Filevine’s suite of technologies to meet the most complex needs of the company’s largest clients. Prior to joining Filevine, he served as a Vice President in Finance & Risk Management at Goldman Sachs where he scaled reporting and analytics technologies.

Filevine is the leading legal work platform for law firms and businesses across the United States and Canada. Filevine is a case management software where legal meets business.

Connect with Dr. Cain Elliott on LinkedIn: https://www.linkedin.com/in/cainelliott/

Connect with Christian Carter on LinkedIn: https://www.linkedin.com/in/christiancarter4/

Visit Filevine's Website: https://www.filevine.com/

On This Episode, We Discuss...
- Transforming Data from the Education Field and the Finance Industry
- Data Fluidity Between Different Parts of a Legal Team
- The Vision of Technology in the Future of Law Firms
- Filevine's Game-Changing Case Management System for Law Firms

Jordan Furlong is the Principal at Law21 and a Legal Sector Analyst, Forecaster and Consultant.  

Jordan is a leading analyst of the global legal market and forecaster of its future development. Law firms and legal organizations consult him to better understand why the legal services environment is undergoing radical change, and they retain him to advise their lawyers how to build sustainable and competitive legal enterprises that can dominate the new market for legal services.  

Connect with Jordan on LinkedIn: https://www.linkedin.com/in/jordanfurlong/  

Visit Law21: https://www.law21.ca/  

Jordan’s Substack: https://jordanfurlong.substack.com/  

On This Episode, We Discuss…

• The Need for a New Lawyer Development Model in Law Firms
• New Metrics of Value Beyond Billable Hours
• Generational Shifts in the Legal Sector
• Transformations in Lawyer Training

Kate Harry Shipham is a Principal at KHS People LLC. As Principal, Kate places business development and marketing professionals into law firms. Kate’s background is solely within professional services firms. Initially, she was a practicing attorney and, since 2011, as a search and executive recruitment professional.

KHS People LLC is an executive search firm for business development and marketing people within professional services firms. KHS People connects the right people to its clients, who are looking for sophisticated professionals who know business development and marketing.

Connect with Kate on LinkedIn: https://www.linkedin.com/in/kateharryshipham/

Visit KHS People's Website: http://www.khspeople.com/

On This Episode, We Discuss...
- Dramatic Shift to Remote Work in the Legal Industry
- The Power Being in the Employees' Hands
- Best Ways to Look for a New Job
- The State of Titles in the Legal Industry

Dan Brian is the Director of Digital Marketing at Riddle & Brantley. Dan also created Marketing for Justice and is the host of The Law Firm Marketing Mix podcast.

Riddle & Brantley is a mid-size personal injury firm in North Carolina that serves clients throughout the state and handles Mass Tort cases nationwide.

Marketing for Justice is a premier digital marketing membership program for law firm marketers.

Connect with Dan on LinkedIn: https://www.linkedin.com/in/danieldbrian

Visit Riddle & Brantley's Website: https://justicecounts.com/

Visit Marketing for Justice's Website: https://www.marketingforjustice.com/

On This Episode, We Discuss...
- The Turn-Offs of Digital Marketing Emails
- Do Your Homework When Reaching Out to Firms Via Email
- How to Create Fresh Content Using Cold Outreach
- The Commonality of SEO Audits

Adam Reiman is the Director of Coaching & Live Events at Lawyer.com. Reiman started in the Legal Marketing field in 2012 with the Rainmaker Institute.

Connect with Adam: areiman@corp.lawyer.com

Visit Lawyer.com's Website: https://www.lawyer.com/

On This Episode, We Discuss...
- Intake & Conversion
- Why Lawyers Shouldn't Handle Intake
- Upcoming Lawyer.com Live Events
- How to Operate a Business in Recent Years

Brandon Wheeler is the President of Wingman Marketing. Since 2001, Wheeler has worked in the digital marketing space and joined Wingman in 2020.

Wingman Marketing is a full-service digital agency with a primary focus on social media for law firms. Wingman's boutique marketing style assists law firms and other companies in creating profits via digital platforms and resources.

Connect with Brandon on LinkedIn: https://www.linkedin.com/in/wingmanbrandon/

Visit Wingman Marketing's Website: https://mywingmananytime.com/

On This Episode, We Discuss...
- Social Media's Impact on the Legal Industry
- Developing a Social Media Strategy for Your Firm
- Establishing Your Audience
- Who is the Face of Your Firm's Social Media?
- Determining Your Budget

Suzi Hixon is the Founder and CEO of Legally Blissed. Hixon is a Trademark Attorney by day and a Community Builder by night for entrepreneurial female attorneys.

Legally Blissed is a mentor-led community for female lawyers and will officially be launching in October 2022. This is a community that's built to transform female attorneys into self-advocates by learning to challenge those socially ingrained beliefs about how we should practice, de-programming what we're taught about how we should show up as lawyers, and prioritizing values over setting goals. Most of all, Legally Blissed is designed to help women embrace their own power.

Connect with Suzi on LinkedIn: https://www.linkedin.com/in/suzihixon/

Visit Legally Blissed's Website: https://legallyblissed.com/

On This Episode, We Discuss...
- How Saying No Creates More Space in Your Life
- Creating Boundaries in Your Workspace & in Client Relationships
- Managing Your Mental Health
- How to Help a Yes Person Say No

Shlomo Kugler is the Head of the Video Department for Market My Market. Since 2021, Shlomo has helped produce cinematic videos for law firms across the U.S. to drive in more clientele and to focus on bringing out your ultimate sales pitch.

Connect with Shlomo on LinkedIn: https://www.linkedin.com/in/shlomo-kugler-58a98a76/

Visit Market My Market's Website: https://www.marketmymarket.com/

On This Episode, We Discuss...
- Video Production & Improving Your Firm's Website with Video
- The Impact of Showcasing a Law Firm via Video
- How Client & Attorney Videos Spotlight the Importance of Law Firms

Gregory Salmon is the Owner and Founder of the Law Offices of Gregory Paul Salmon.

Salmon's firm focuses on discovering, creating, and assisting entrepreneurs across the globe.

Visit Gregory's Website: https://gregorysalmon.com/

On This Episode, We Discuss...
- How to be a Successful Entrepreneur
- Defining the Idea of Success
- Maintaining Client Acquisition for Your Firm

Shannon Tulloss is an award-winning private investigator and speaker. She is a California-licensed private investigator and earned her license in 1997.

Connect with Shannon on LinkedIn: https://www.linkedin.com/in/shannontulloss

Visit Shannon's Website: https://tullosspi.com/

On This Episode, We Discuss...
- How Private Investigators Work with Law Firms
- Addressing Misinformation in the PI Industry
- Utilizing Online & Offline Resources when Investigating
- High-Stakes Background Checks

Steve Fretzin is a four-time author, host of BE THAT LAWYER Podcast, and top business development coach and trainer for ambitious attorneys. For 20-plus years, Steve has helped hundreds of attorneys through highly-engaging programs with an emphasis on business development for attorneys.

Connect with Steve on LinkedIn: https://www.linkedin.com/in/stevefretzin/

Visit Steve's Website: https://fretzin.com/

On This Episode, We Discuss...
- Determining Your Passion in Life
- Achieving Success in Your Career
- Common Misconceptions in the Business Development Work Space
- The Journey to Becoming a Business Development Coach

Legal Mastermind Podcast hosts Chase Williams and Ryan Klein dive into the world of Lead Tracking to determine how to create the best process for your firm while analyzing MarketMyMarket's approach.

Visit MarketMyMarket's Website: https://www.marketmymarket.com/

On This Episode, We Discuss...
- What is Lead Tracking & Why is it Important
- An Overview of MarketMyMarket's Lead Tracking Process
- Benefits of Call Tracking & Attribution to Your Firm's Lead Tracking

Michele Ross is the Founder and Owner of M. Ross & Associates, LLC.

Michele is an experienced business attorney and commercial litigator who focuses her practice in the areas of business law, real estate law and employment law matters. Having represented a wide range of commercial clients in the transactional arena, as well as in a litigious setting, Ms. Ross' track record of success in and out of the courtroom has consistently helped her to achieve efficient and satisfying results for clients, while minimizing the costs and delays that clients seek to avoid.

Big firm experience with personalized and affordable service is what you receive at M. Ross & Associates, LLC focusing on commercial litigation, employment law, and commercial and residential real estate law.

Connect with Michele on LinkedIn: https://www.linkedin.com/in/michele-l-ross-esq-b698527

Visit M. Ross & Associates, LLC.: https://www.mrossllc.com/

On This Episode, We Discuss…

• Ensuring Your Legal Documents Evolve with Your Business
• Intellectual Property Protections
• How to Navigate and Mitigate Risks in the Digital Landscape
• The Importance of Mentorship in the Legal Profession

2022 In Review So Far features Chuki Obiyo, Brenda Pontiff, Tobi Millrood, Sarah Tetlow, Roy Sexton, Steve Pockross, Russ Cersosimo, Juyoun Han, and Frans Johansson.

More About Our Guests:

Chuki Obiyo is a Senior Business Development Manager at Vedder Price. Obiyo serves the firm’s rainmakers and aspiring rainmakers in Chicago, Dallas, London, Los Angeles, New York, San Francisco, Singapore, and Washington DC with exclusive business development insights and coaching. Vedder Price is a business-focused law firm with a global reach and a proud tradition of maintaining long-term client relationships.

Featured Episode: 142

Episode Link: https://legalmastermindpodcast.com/ep-142-chuki-obiyo-sustaining-long-term-client-relationships-with-a-sustainable-business-development-model/

Discussed:
- Finding the Right Mentee for You
- Sustainable Business Development vs. Traditional Business Development

Brenda Pontiff is the Managing Principal at Partner Track Academy. Brenda stays busy helping firms find or retain clients along with coaching young associates to senior partners. Partner Track Academy helps law firms figure out new innovative ways to go to market and service clients.

Featured Episode: 144

Episode Link: https://legalmastermindpodcast.com/ep-144-brenda-pontiff-finding-the-right-chief-marketing-officer-for-your-firm/

Discussed:
- Hiring A Chief Marketing Officer for Your Law Firm
- A New-Hire CMO’s Timeline & Responsibilities

Tobi Millrood is a Partner at Kline & Specter. Millrood has been practicing law for 26 years in Philadelphia, Pennsylvania. He specializes in the area of Mass Torts including bad drugs and devices, and defective drugs and devices. Millrood is also the past president of the world’s largest trial bar, the American Association for Justice (AAJ), where he completed his term in July 2021 and currently serves as Immediate Past President.

Featured Episode: 160

Episode Link: https://legalmastermindpodcast.com/ep-160-tobi-millrood-establishing-credible-trustworthy-referrals/

Discussed:
- Best Ways to Find Referral Partners & Determining Legitimacy
- Building a Trust Relationship with Potential Referral Partnerships

Sarah Tetlow is the founder and CEO of Firm Focus. Sarah consults, coaches, and trains law firms on project, attention, time, task, and email management. Firm Focus’ mission is to help law firms and legal departments of all sizes increase their productivity, reach their mission-critical objectives, develop a strong workplace culture, and develop a plan for continuous growth and focus.

Featured Episode: 148

Episode Link: https://legalmastermindpodcast.com/ep-148-sarah-tetlow-applying-the-artt-method-to-organize-your-emails/

Discussed:
- Creating & Connecting Habits to Develop a Good System of Organizing Emails
- Dedicating Time & Structure to Your Emails

Roy Sexton is the Marketing Director at Clark Hill and the President-Elect of the Legal Marketing Association. Roy has held the Marketing Director position since 2019 at Clark Hill and has begun his journey on LMA’s board as Treasurer before being chosen as the 2022 President-Elect. Clark Hill is an international team of legal advisors focused on delivering exceptional growth for your business. LMA supports the legal marketing community through thought leadership, professional advocacy, and personal enrichment.

Featured Episode: 143

Episode Link: https://legalmastermindpodcast.com/ep-143-roy-sexton-the-importance-of-connecting-with-others/

Discussed:
What is the Legal Marketing Association?
Benefits of Joining an Association

Steve Pockross is the CEO of Verblio and has more than 20 years of startup, nonprofit, and Fortune 500 experience. He was part of the early management team at crowdsourcing pioneer LiveOps and previously led five SaaS and marketing businesses. Verblio is a content creation platform based in Denver, Colorado with a thousand highly curated writers and creates 90,000 pieces of unique content per year. Verbilo is based on a marketplace with a similar dynamic to deliver high-quality content and a SaaS platform that holds all content creation in one place.

Featured Episode: 140

Episode Link: https://legalmastermindpodcast.com/ep-140-steve-pockross-bringing-your-firms-website-to-life-with-content-creation/

Discussed:
- Strategizing the Proper Content Creation Channels for Your Firm
- Artificial Intelligence in the Content Creation Marketplace

Russ Cersosimo is the Founder and CMO at Hemp Synergistics, author, keynote speaker, and patented inventor. Cersosimo founded Hemp Synergistics in 2019 and has since grown this biotech company specializing in intelligent hemp ingredients and consumer products. Hemp Synergistics incorporates THC-free, CBD-containing products by partnering with brands and healthcare professionals to offer top-of-the-line products.

Featured Episode: 157

Episode Link: https://legalmastermindpodcast.com/ep-158-russ-cersosimo-discovering-ways-to-manage-stress-with-plant-based-supplements/

Discussed:
- Ways to Manage Stress with Plant-Based Supplements
- Learning the Abilities of CBD

Juyoun Han is a Partner at Eisenberg & Baum, LLP, a private boutique law firm based in New York City. Han is also a fellow at NYU Law Engleberg Center. She has built a practice on civil rights litigation that focuses on technology which broadly encompasses algorithmic bias and discrimination, data privacy, and NFT intellectual property issues.

Featured Episode: 154

Episode Link: https://legalmastermindpodcast.com/ep-153-juyoun-han-how-young-attorneys-can-establish-themselves-in-their-career/

Discussed:
- How Young Attorneys Can Establish Themselves Early on in Their Career
- Insights in the Technology Field

Frans Johansson is the CEO of The Medici Group, Public Speaker, and Author of the Medici Effect and The Click Moment. Johansson has had a lasting impact on industries, leaders, and many more.

Featured Episode: 150

Episode Link: https://legalmastermindpodcast.com/ep-150-frans-johannson-generating-diversity-innovation-into-your-firm-by-using-the-medici-effect/

Discussed:
- How Innovation is Interpreted with the Medici Effect
- Artificial Intelligence’s Impact on the Legal System

Igor Selizhuk is the Chief Technology Officer (CTO) at SmartAdvocate and has been with the company since 2011. Selizhuk manages the development, support, and implementation teams of SmartAdvocate.

SmartAdvocate is a case management system for all legal areas. SmartAdvocate was initially designed by and for personal injury as well as mass tort litigation firms. Today, it is the most powerful, fully integrated case management system available.

Connect with Igor on LinkedIn: https://www.linkedin.com/in/igors?

Visit SmartAdvocate's Website: https://www.smartadvocate.com/

On This Episode, We Discuss...
- How to Reduce Errors in Case Management Systems
- Pinpointing Specific Needs for Enhancements in Case Management Systems
- Exploring the Eras of Popular Trends with Case Management Systems
- The Benefits of a Good Case Management System

Matthew Stansell is the President and Chief Operating Officer of A4D.

A4D became a leader in online customer acquisition more than 14 years ago by possessing a large network of trust partnerships as well as a portfolio of properties that include e-commerce products, lead generation for insurance, legal help, and more. A4D also excels in revenue-generating partnership opportunities for publishers, networks, advertisers, and agencies.

Connect with Matthew on LinkedIn: https://www.linkedin.com/in/matt-stansell-a28975100/

Visit A4D's Website: https://www.a4d.com/

On This Episode, We Discuss...
- Takeaways from Mass Torts PR
- Recent Focus in the Mass Tort World & What to Expect in the Near Future
- Why Does the World Need Mass Torts?
- Planning for Next Year's Event

Emily Rose Popson is the Head of Demand Generation and Customer Marketing at CallRail. Popson leads the team responsible for driving revenue growth and generating demand for buyer and customer journeys.

CallRail assists businesses of all sizes in turning more leads into better customers with leading marketing and sales software. Along with marketing analytics and business communications solutions, CallRail delivers real-time insights for their customers to help them market with confidence.

Connect with Emily on LinkedIn: https://www.linkedin.com/in/emilypopson

Visit CallRail's Website: https://www.callrail.com/

On This Episode, We Discuss...
- What is CallRail?
- What is Call-Tracking & What Does it Do?
- CallRail's In-Depth Features
- Three Key Benefits to Using a Call-Tracking Solution

Yuri Eliezer is the Managing Partner at Founders Legal. Eliezer's primary work is balanced between being a Managing Partner and a Patent Attorney. He specializes in preparing, developing, and executing strategies for securing patents nationally and internationally along with focusing on the development of high-value IP portfolios.

Founders Legal is a Corporate & Intellectual Property Law Firm based in Atlanta, Georgia that focuses on matters in the areas of Intellectual Property, Transactional, Corporate, and Securities law.

Connect with Yuri on LinkedIn: https://www.linkedin.com/in/techpatents/

Visit Founders Legal Website: https://founderslegal.com/

On This Episode, We Discuss...
- Building Equity in Your Law Firm
- The Creation of a Patent Portal
- The Four Guiding Lights
- Obtaining Good Results for Your Clients

Pooja Kothari is a former Public Defender of seven years who found a desire to highlight the bias in the legal system. She has since created tools and methods to combat and educate bias in the workplace and in everyday life.

Kothari created the anti-bias organization Boundless Awareness with the mission to build inclusive spaces.

Boundless Awareness designs and facilitates workshops for committed companies and individuals that engage people to understand what language they are using that influences attitudes, behavior, and decision-making.

Connect with Boundless Awareness' website: https://www.boundlessawareness.com/

Connect with Pooja on LinkedIn: https://www.linkedin.com/in/boundlessawareness/

On This Episode, We Discuss...
- Identifying & Addressing Bias in the Workplace
- How to Affect Change on a Variety of Levels
- How to Hold Others Accountable
- The Process of Educating Clients

Tobi Millrood is a Partner at Kline & Specter. Millrood has been practicing law for 26 years in Philadelphia, Pennsylvania. He specializes in the area of Mass Torts including bad drugs and devices, and defective drugs and devices.

Millrood is also the past president of the world’s largest trial bar, the American Association for Justice (AAJ), where he completed his term in July 2021 and currently serves as Immediate Past President.

Connect with Tobi on LinkedIn: https://www.linkedin.com/in/tobiasmillrood/


On This Episode, We Discuss...
- The Connotation Behind Referrals
- Developing Diversification in Your Firm from a Referral Practice
- Best Ways to Find Referral Partners & Determining Legitimacy
- Building a Trust Relationship with Potential Referral Partnerships

Michael Lissner is the Executive Director of the Free Law Project. The Free Law Project is the leading non-profit using software and data to make the legal ecosystem more equitable and competitive. The organization's official mission is to try to make the legal sector more competitive using data software and advocacy.

Check out Free Law Project's website: https://www.linkedin.com/in/mlissner/

Connect with Michael on LinkedIn: https://www.linkedin.com/in/mlissner/


On This Episode, We Discuss...
- How the Free Law Project Began
- The Importance of Information
- Creating Revenue as a Non-Profit
- The Company's Current Advocacy Projects

Recorded at Mass Torts Made Perfect in Las Vegas, NV April of 2022.

0:20 – Giugi Carminati, LexShares, https://www.lexshares.com/

0:49 - De Novo Review, https://denovoreview.com/

1:14 – Ray Maldonado, Ybarra Maldonado & Alagha Law Group, https://abogadoray.com/

1:40 – Jeff Bartholomew, Netmark Business Services, https://netmarkservices.com/

2:00 – Jessica Shaffer, Legal Nurse Alliance, https://lncalliance.com/

2:23 – Jacob Whitehead, SW Employment Law, https://swemploymentlaw.com/

2:50 – Jay Edelson, Edelson PC, https://edelson.com/

3:28 – Matthew Kearny, LeadingResponse, https://leadingresponse.com/

4:15 - Ryan Chase, Fortis, https://www.fortisprivatebank.com/

4:40 – Nick Mucerino, Forman Law Offices, https://www.formanlawoffices.com/

5:08 – Ammad Sheikh, Duffy & Duffy, https://www.duffyduffylaw.com/

Russ Cersosimo is the Founder and CMO at Hemp Synergistics, author, keynote speaker, and patented inventor. Cersosimo founded Hemp Synergistics in 2019 and has since grown this biotech company specializing in intelligent hemp ingredients and consumer products.

Hemp Synergistics incorporates THC-free, CBD-containing products by partnering with brands and healthcare professionals to offer top-of-the-line products.

Connect with Russ on LinkedIn: https://www.linkedin.com/in/russcersosimo/

Check out Hemp Synergistics: https://hempsynergistics.com/

On This Episode, We Discuss...
- Ways to Manage Stress with Plant-Based Supplements
- Learning the Abilities of CBD
- Accessibility of Plant-Based Supplements & Psychedelics

Thomas Dunlap is a Managing Partner at Dunlap Bennett & Ludwig.

As the Managing Partner at Dunlap Bennett & Ludwig, a law firm that handles intellectual property and government contracts matters, Thomas leverages his diverse and extensive experience to advise and represent clients across various industries and sectors. With over 22 years of legal practice, he has successfully defended and protested hundreds of millions of dollars in government awards, won large verdicts in state and federal courts, and authored numerous books and articles on intellectual property law.

Dunlap Bennett & Ludwig is a veteran-owned law firm with outcome-focused attorneys advising and representing clients in national and international legal matters.

Connect with Thomas on LinkedIn: https://www.linkedin.com/in/tomdunlap/

Visit Dunlap Bennett & Ludwig: https://www.dbllawyers.com/ 

Black Letter Podcast: https://www.dbllawyers.com/monday-minutes/

On This Episode, We Discuss…

• Challenges and Triumphs of Building a Law Firm from Scratch
• The Significance of Hiring Non-lawyers for Business Roles
• Maintaining a Positive Ethos and Strong Culture Within a Law Firm
• Administrative Burdens of Growing a Team

Tom Kirkham is the founder and CEO of IronTech Security, an expert in the cybersecurity space, and focuses on educating organizations to establish a security-first environment in their business.

With more than three decades of knowledge and experience in software design, network administration, and computer security; Kirkham has become an expert in the cybersecurity world and an advocate for cybersecurity training programs for all workers to prevent successful cyber-attacks.

Connect with IronTech Security here: https://irontechsecurity.com/

On This Episode, We Discuss...
- Five Recommendations to Protect Your Firm from Cyber Attacks
- Insight on Ransomware & Extortion-ware
- What is EDR? How Does it Work?
- Ways to Protect Your Firm's Information
- Accessing Educational Resources to Stay Up-to-Date with the Best Cybersecurity Tools & Software

Recorded at Mass Torts Made Perfect in Las Vegas, NV April of 2022.

0:17 - Giugi Carminati, LexShares, https://www.lexshares.com/
2:42 - Bre Swanson, LEX Reception, https://www.lexreception.com/
4:03 - Samantha Esilva, De Novo Review, https://denovoreview.com/
4:45 - Ray Maldonado, Ybarra Maldonado & Alagha Law Group, https://abogadoray.com/
5:44 - Jeff Bartholomew, Netmark Business Services, https://netmarkservices.com/
7:50 - Paul Carrier, Claimant Medical Data Solutions, https://www.linkedin.com/in/paul-carrier-065b7746/
9:01 - Jessica Shaffer, Legal Nurse Alliance, https://lncalliance.com/
10:39 - Jacob Whitehead, SW Employment Law, https://swemploymentlaw.com/
12:08 - Jay Edelson, Edelson PC, https://edelson.com/
14:58 - Matthew Kearny, LeadingResponse, https://leadingresponse.com/
16:52 - Keith Newstrom, Intake Conversion Experts, https://www.intakeconversion.com/
17:30 - Mark Panzavecchia, Panzavecchia & Associates, https://www.panzavecchialaw.com/
19:38 - Nick Mucerino, Forman Law Offices, https://www.formanlawoffices.com/
21:37 - Neal Zeer, Express Funding of America, https://efafunds.com/
23:50 - Paul Faust, RingBoost, https://www.ringboost.com/
25:18 - Jeff Trueman, Jeff Trueman, Esq., Mediator & Arbitrator, https://www.jefftrueman.com/
26:53 - Vesper Gibbs Barnes, Law Office of Vesper Gibbs Barnes & Associates, https://www.vespergibbsbarneslaw.com/
27:44 - Ammad Sheikh, Duffy & Duffy, https://www.duffyduffylaw.com/
30:16 - Steve Chapman, Webb Cason & Manning, https://www.wcctxlaw.com/

Juyoun Han is a Partner at Eisenberg & Baum, LLP, a private boutique law firm based in New York City. Han is also a fellow at NYU Law Engleberg Center. She has built a practice on civil rights litigation that focuses on technology which broadly encompasses algorithmic bias and discrimination, data privacy, and NFT intellectual property issues.

Connect with Juyoun: https://www.linkedin.com/in/juyoun-han/

On This Episode, We Discuss...
- How Young Attorneys Can Establish Themselves Early on in Their Career
- Entering the World of NFTs
- Insights in the Technology Field
- Common Elements & Differences in Smaller & Large Firms

Hosts Chase Williams and Ryan Klein sit down for a special episode to reflect on their time at the MTMP Conference in Las Vegas and their biggest takeaways.

On This Episode, We Discuss...
- Attending the MTMP Conference in Las Vegas
- Biggest Takeaways from the Conference
- Importance of Mass Torts

Andrew Finkelstein is the Managing Partner of Finkelstein & Partners LLP, a renowned consumer activist, and an accomplished litigator. and is the author of "I Hope We Never Meet." Andrew defines himself as a deterrence lawyer and holds wrongdoers accountable when they violate various safety rules that expose people to catastrophic injuries and harm.

On This Episode, We Discuss...
- What is a Deterrence Lawyer?
- Changing the Precedent in the Legal Industry
- Moving Away from Using Email as Your Company's Internal Communication
- The Story Behind the Newly-Released Book "I Hope We Never Meet"

Joe DiNardo, known as the Godfather of the legal financing industry, is a trial lawyer by training and practiced for twenty-five years. Throughout this time, DiNardo became familiar with the difficulties of financing a contingency to practice. In 2005, he started Counsel Financial which provides lines of credit to contingent fee lawyers using their contingent fees as the collateral for their loans. DiNardo is currently the CEO of Plaintiff Support and the founder of Counsel Financial.

Dean Chase spent a number of years in the medical industry and then found his way into the legal field due to a chance opportunity. Chase is a qualified industry expert in law firm financing, banking, litigation and medical funding, ancillary services, and special projects for law firms that are in growth and or repositioning modes, including mergers and acquisitions. Chase is currently the President and CEO of Plaintiff Support.

Joe and Dean created Plaintiff Support in 1992. A company that provides pre-settlement, non-recourse funding to the plaintiff which means that if the case is lost they don't have to pay a settlement.

On This Episode, We Discuss...
- Loans and Post-Settlement Financing
- Spearheading the Movement of Legal Financing
- Creating Plaintiff Support
- Plaintiff Litigation Funding & Financing

Frans Johansson is the CEO of The Medici Group, Public Speaker, and Author of the Medici Effect and The Click Moment. Johansson has had a lasting impact on industries, leaders, and many more.

On This Episode, We Discuss...
- How Innovation is Interpreted with the Medici Effect
- Artificial Intelligence's Impact on the Legal System
- The Four Dimensions of Diversity
- Inviting the Unexpected into Your Life

Annie Scranton is the Founder and President of Pace Public Relations (PPR). Scranton started PPR as a solopreneur in 2010 with only herself and has since turned the company into a multi-million-dollar business with more than 40 clients across the globe. Her career expands prior to starting PPR where she worked as a television producer for nearly a decade on CNN, Fo New, and other major networks.

PPR is a full-service media relations and communications agency that strategically customizes each client's publicity plan and PR campaign to meet their specific goals and maximize their media exposure.

On This Episode, We Discuss...
- How to Get National Placements on Television
- Boosting Your Credibility
- Ways to Gain Live TV Exposure & Experience
- Create Opportunities for Yourself to Offer Opinions and Advice

Sarah Tetlow is the founder and CEO of Firm Focus. Sarah consults, coaches, and trains law firms on project, attention, time, task, and email management.

Firm Focus' mission is to help law firms and legal departments of all sizes increase their productivity, reach their mission-critical objectives, develop a strong workplace culture, and develop a plan for continuous growth and focus.

Sarah was featured on the Legal Mastermind Podcast in EP 19 where she discussed the 5D Program, Meta Decisions, tips for a more balanced work-life, and more.

Check it out here: https://legalmastermindpodcast.com/ep-19-sarah-tetlow-empowering-yourself-to-become-more-focused-and-effective/

On This Episode, We Discuss...
- Creating & Connecting Habits to Develop a Good System of Organizing Emails
- The Introduction of ARTT (Action, Reference, Tracking, Trash)
- Prioritizing & Organizing Emails with ARTT
- Dedicating Time & Structure to Your Emails

Matthew Prinn is the Principal at RFP Advisory Group. RFP stands for Request for Proposal and RFP Advisory Group specializes in the two most common RFPs known as preferred panel proposals and matter/project-specific proposals. RFPs are often used to purchase goods and services.

Prinn has years of experience issuing RFPs to law firms to help corporate counsel better manage outside counsel legal spending and possesses experience with all the different types of RFPs used in the legal industry, covering all practice areas and industries.

On This Episode, We Discuss...
- What are RFPs and What is the Process Like?
- Types of RFPs Being Used in the Legal Industry
- Using RFPs to Develop Business
- Technology's Impact on RFPs

Ken Wahlster is the CEO of STAK 8.

STAK 8 is Ken's forensic CFO firm that handles Bar audits, embezzlement investigations, accounting and finance department restructuring, lease negotiations and contract negotiations

Connect with Ken on LinkedIn: https://www.linkedin.com/in/kenwahlster/

On This Episode, We Discuss…

• The Critical Need for Accurate Financial Management in Law Firms
• Four Categories of CFO Duties
• Strategic Management
• The Importance of an Annual Budget

David Fullmer is a Partner at WR Immigration, one of the largest business immigration law firms in the United States, that's located in many destinations across the globe including Los Angeles, New York, and Shanghai. WR Immigration is dedicated to helping the corporate world and the business investor with immigration law.

Fullmer joined WR Immigration as a partner in 2017 and has practiced exclusively in the area of immigration law for over twenty years. His main goal is to provide leading-edge immigration legal services. He is a top-rated immigration lawyer and the past immigration section chair of the LA County Bar.  In 2021, he was recognized as Best Lawyers’ “Immigration Lawyer of the Year” in Los Angeles.

On This Episode, We Discuss...
- What is Immigration Law?
- Understanding Business Immigration
- How to Hire International Attorneys
- The Process of Obtaining an H1B Visa
- The Pandemic's Effect on Immigration Law

Ryan Kimler is the owner of Financial Clarity LLC, a company that partners exclusively with law firms that provide custom business and trust accounting services. Ryan is a Fractional CFO by trade, a trained Law Firm Accountant, and a planning strategist who helps self-employed attorneys and law firm owners leverage their business.

Financial Clarity LLC gives their clients unprecedented control and clarity over their financials such as having 24/7 access to data and better decision-making power.

Connect with Ryan:

Facebook:
www.facebook.com/rkimler

LinkedIn:
www.linkedin.com/in/ryankfinancialclarityllc/

Website:
www.financialclarityllc.com

Right Fit Call Booking (30 Min):
https://go.oncehub.com/rightfit

On This Episode, We Discuss...
- Building a Financial Dashboard for Your Client
- Setting Attainable Targets with Your Client
- Establishing a Safe and Reasonable Line of Credit
- Learning How to Cash Flow Your Firm's Profits

Brenda Pontiff is the Managing Principal at Partner Track Academy. Brenda stays busy helping firms find or retain clients along with coaching young associates to senior partners.

Partner Track Academy helps law firms figure out new innovative ways to go to market and service clients.

On This Episode, We Discuss...
- Hiring A Chief Marketing Officer for Your Law Firm
- Determining If Your Firms Needs Marketing Help
- A New-Hire CMO's Timeline & Responsibilities
- Creating a Client Team Structure for Your Firm