Episodios

  • Stacey Brown Randall: Generating Consistent Referrals without Asking

    Stacey Brown Randall: Generating Consistent Referrals without Asking
    Jun 4 2025
    About Stacey Brown Randall: Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Referrals podcast, and teaches business owners how to generate referrals naturally without manipulating, incentivizing, or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master’s in Organizational Communication and is married with three kids.In this episode, Ryan and Stacey Brown Randall discuss:The psychology and science behind how referrals workWhy traditional referral strategies often fail for small business ownersThe importance of maintaining authentic relationships to generate referralsStructuring referrals as a distinct strategy in business developmentKey Takeaways:A true referral only occurs when there is both a personal connection made by a trusted third party and an identified need in the prospect—without those two elements, it’s merely word-of-mouth or a cold lead, not a referral.By rejecting traditional referral tactics like asking, paying, or constant networking, Stacey developed a results-driven approach that earned her 112 unsolicited referrals in her first year, transforming her business through authenticity and strategy.Referrals should not be lumped into marketing or prospecting efforts but treated as a distinct and separate third leg of business development that requires its language, audience (referral sources, not prospects), and nurturing tactics.Stacey’s framework is grounded in the science of brain chemistry, behavioral economics, and the psychology of trust, showing that referrals are generated not by persuasion or promotion but by building long-term relationships that make people feel good about helping others."Doing amazing work does not equal generating referrals." — Stacey Brown Randall Connect with Stacey Brown Randall: Website: https://staceybrownrandall.com/Book: Generating Business Referrals Without Asking: https://www.amazon.com/Generating-Business-Referrals-Without-Asking-ebook/dp/B07D99KJ6H/Show: Roadmap to Referrals: https://podcasts.apple.com/us/podcast/roadmap-to-referrals/id1405302350LinkedIn: https://www.linkedin.com/in/staceybrandall/Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profitConnect with Ryan Kimler: Net Profit CFO Home Page: www.netprofitcfo.comEmail: ryan@netprofitcfo.comFacebook: www.facebook.com/rkimlerLinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/Show notes by Podcastologist Andy SantiagoAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    31 m
  • Rose Moran: Content, Brand, and Client Connection

    Rose Moran: Content, Brand, and Client Connection
    May 28 2025

    About Rose Moran: Rose is a legal marketing strategist who bridges business development with strategic marketing communications. She’s led business development and strategic marketing efforts for one of the fastest-growing Am Law 100 firms and now partners with firms at the firm, practice, and individual attorney level for all areas of B2B law.


    In this episode, Ryan and Rose Moran discuss:

    • The importance of aligning content marketing with branding for law firms
    • Challenges business owners face in consistently producing high-quality content
    • Strategic use of SEO and audience research in legal marketing
    • The evolving role of AI in content creation and its limitations


    Key Takeaways:

    • If you want to attract high-value corporate clients, focus on publishing well-crafted, SEO-informed articles over short-form videos, since decision-makers like GCs and C-suites trust written content more for evaluating legal expertise.
    • Instead of struggling to write content yourself, partner with a strategist who can extract your knowledge through interviews and turn it into professionally written, search-optimized material that aligns with your business development goals.
    • Audit your current branding and messaging across your website, content, and social media to ensure it aligns with the actual client experience you deliver, because consistency builds trust and drives stronger client relationships.
    • Use AI tools only as a starting point for drafting or outlining content, and always apply a human touch to infuse your unique voice, expertise, and emotional nuance—elements that AI alone can't authentically replicate.


    "AI is a fantastic starting point to get that transcript or to get an outline, but it can't make the leap to an ending point — the value is missed. That's where we try to add value as well: to make you stand out in a marketplace filled with a lot of AI or AI slop." — Rose Moran

    Connect with Rose Moran:

    Website: https://www.craftedidentities.com/

    LinkedIn: https://www.linkedin.com/in/rose-moran/


    Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit


    Connect with Ryan Kimler:

    Net Profit CFO Home Page: www.netprofitcfo.com

    Email: ryan@netprofitcfo.com

    Facebook: www.facebook.com/rkimler

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

    LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/

    LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/



    Show notes by Podcastologist Andy Santiago


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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    22 m
  • Molly McGrath: Hiring, Training your Staff

    Molly McGrath: Hiring, Training your Staff
    May 21 2025
    About Molly McGrath: Molly McGrath is the founder of Hiring & Empowering Solutions, LLC, committed to helping law firms succeed in staffing, employee engagement, intrapreneurship, and retention. For 28 years, she has delivered results to over 5,000 law firms nationwide. She is a Top 10% Legal Podcaster, a 16-year legal blogger, and a 3x #1 Amazon Best-Selling Author of Intrapreneurs in an Entrepreneur’s World, Don’t Be a Yes Chick, and Fix My Boss. Molly brings 27+ years of experience in conversation intelligence coaching, team development, employee empowerment, and project execution. She is also a member of the Forbes Coaches Council.In this episode, Ryan and Molly McGrath discuss:The evolving challenges in legal industry hiring practicesHow to design effective employee onboarding programsThe critical role of administrative staff in law firm revenue growthAddressing disconnects between law firm owners and their teamsKey Takeaways:Successful hiring in today’s ultra-competitive legal job market demands writing short, SEO-optimized, emotionally engaging job ads and aggressively targeting passive candidates through outbound search and messaging.The first 30 days of a new hire should be structured around specific, measurable performance goals aligned with ROI, such as reducing the owner’s workload or hitting billing benchmarks, with weekly check-ins to ensure alignment and adjustment.Firms that invest in training support staff on intake, follow-ups, revenue-generating KPIs, and client experience often unlock hidden growth potential and see improved lead conversion and calendar utilization.Poor hiring results typically stem from ignoring human behavior and mindset during interviews, such as resistance to structure or collaboration, making it essential to surface non-negotiables early through direct conversations and Zoom observations."The number one rule in recruiting and staffing right now is: time kills all deals. Just like sales, hiring, staffing, recruiting is 100% sales anymore." — Molly McGrath Connect with Molly McGrath: Website: http://www.hiringandempowering.com/LinkedIn: https://www.linkedin.com/in/molly-hallmcgrath/Facebook: https://www.facebook.com/molly.m.hall.10/Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profitConnect with Ryan Kimler: Net Profit CFO Home Page: www.netprofitcfo.comEmail: ryan@netprofitcfo.comFacebook: www.facebook.com/rkimlerLinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/Show notes by Podcastologist Andy SantiagoAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    34 m
  • Dom Loffredo: The Power of Kolbe

    Dom Loffredo: The Power of Kolbe
    May 14 2025
    About Dom Loffredo: Dominic “Dom” Loffredo joined MDS in 2019 and became Director of Operations in 2020. He manages member service, onboarding, event coordination, and oversees HR for several firms, including recruiting, hiring, development, and employee handbooks. Dom is a SHRM-certified HR professional and a certified Kolbe Consultant and Team Specialist, helping align individuals’ natural strengths with their roles to boost performance and fulfillment. Committed to ongoing learning, Dom uses Kolbe insights to support organizational strategy and holds the SHRM-CP credential, a globally recognized HR certification.In this episode, Ryan and Dom Loffredo discuss:Leveraging the Kolbe assessment for strategic hiring in law firmsHR strategies for small to mid-sized law firmsThe science of instinctive strengths in employee recruitmentDeveloping a comprehensive onboarding and coaching strategyKey Takeaways:Using the Kolbe assessment in the hiring process helps law firms identify candidates whose instinctive strengths align with job roles, significantly reducing burnout, improving role compatibility, and cutting turnover-related costs.The Kolbe RightFit system, which includes supervisor-led role profiling and objective scoring, ensures candidates are evaluated based on instinctive behavior compatibility rather than subjective cultural similarities or surface-level impressions.Firms that incorporate Kolbe assessments not just in hiring but throughout onboarding, training, and coaching benefit from more engaged, self-aware teams who communicate more effectively and stay longer due to better role alignment.Despite being low-cost (around $50 per candidate and $325 per role fit profile), the Kolbe system delivers high-value ROI by improving retention, reducing mis-hires, enhancing employee satisfaction, and fostering a stronger workplace culture over time. "We want to catch potential stress, anxiety, and overwhelm before it's too late. You don't want turnover. We invest in our employees. We want to keep them long term." — Dom Loffredo Connect with Dom Loffredo: Website: https://www.themilliondollarsolution.com/Email: dloffredo@themilliondollarlawyer.comLinkedIn: https://www.linkedin.com/in/dominic-loffredo/Facebook: https://www.facebook.com/TheMillionDollarSolutionSchedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profitConnect with Ryan Kimler: Net Profit CFO Home Page: www.netprofitcfo.comEmail: ryan@netprofitcfo.comFacebook: www.facebook.com/rkimlerLinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/Show notes by Podcastologist Andy SantiagoAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    36 m
  • Ron Latz: Build your Marketing and Sales Machine!

    Ron Latz: Build your Marketing and Sales Machine!
    May 7 2025

    About Ron Latz: Ron Latz is the founder of LegalFenix, a marketing consulting firm that’s shaking up the way law firms approach their growth strategies. With over 15 years of experience in the legal marketing industry, Ron has been the trusted guide for countless law firms navigating the complex world of marketing. Known for his honesty, vendor-neutral approach, and commitment to delivering results, he’s helped firms align their strategies, optimize their budgets, and rebuild trust in agency relationships. Whether it’s decoding agency speak, demystifying marketing performance, or crafting a blueprint for long-term success, Ron is all about giving law firms the clarity and confidence they need to win.


    In this episode, Ryan and Ron Latz discuss:

    • Building an effective legal marketing and sales system
    • Importance of aligning marketing with business goals
    • Benefits of data-driven decision making
    • Leveraging technology to improve client acquisition and retention


    Key Takeaways:

    • Law firms that fail to tie marketing efforts to specific, measurable business goals, like cost per acquisition or case volume, often waste money and miss growth targets due to a lack of focus and clarity.
    • Even without sophisticated tools, firms can start improving performance by reverse-engineering revenue goals into lead and consultation targets using simple math and spreadsheets, which lays the foundation for smarter decisions.
    • Implementing tools like call tracking with conversational intelligence not only helps attribute leads to the right channels but also provides invaluable training material to improve intake conversion and client communication.
    • Law firms with integrated marketing, CRM, intake, and case management systems gain visibility into their entire client journey, allowing them to detect system breakdowns, optimize team performance, and drastically improve ROI.


    "Many, many times I'll walk into a firm and they will insist that they have a lead problem, but most of the time, it's really like a system or process issue." — Ron Latz

    Connect with Ron Latz:

    Website: https://legalfenix.com/

    LinkedIn: https://www.linkedin.com/in/ronlatz


    Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit


    Connect with Ryan Kimler:

    Net Profit CFO Home Page: www.netprofitcfo.com

    Email: ryan@netprofitcfo.com

    Facebook: www.facebook.com/rkimler

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

    LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/

    LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/


    Show notes by Podcastologist Andy Santiago


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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    33 m
  • Kristen David: Business Systems for Travel

    Kristen David: Business Systems for Travel
    Apr 30 2025
    About Kristen David: Kristen David is a former trial lawyer who transformed her career after working 85 hours a week and taking home far too little from her law firm. She successfully built her firm into a million-dollar-plus business that thrived independently of her. After selling the firm, Kristen dedicated herself to empowering business owners to build profitable, self-managed companies. Today, she runs her virtual business from around the world—spending one-third of her time in Seattle, Washington, one-third in Paris, France, and the remaining third traveling—all made possible through the power of systems.In this episode, Ryan and Kristen David discuss:The importance of implementing business systems and proceduresCreating a work-life balance through delegation and documentationTraveling while managing a virtual businessEnhancing communication and productivity through systems thinkingKey Takeaways:Incorporating a simple “confirm completion and celebrate” step into checklists can significantly boost team motivation and operational consistency, leading to a measurable 3–5% increase in net profits due to improved productivity and follow-through.A well-documented calendaring system—with integrated agendas, time zone settings, and prep reminders—is essential for remote entrepreneurs to maintain professionalism, punctuality, and control while managing teams and clients across the globe.Establishing a clear internal and external communication hierarchy—such as using Slack or Asana for internal discussions and reserving email for client-facing interactions—reduces confusion, streamlines collaboration, and saves hours of wasted time each week.Hiring a trained executive assistant to manage your calendar and email using documented procedures is often the first critical move for business owners to free up their mental space, reclaim valuable hours, and focus on high-level strategic work."My mission in life is to help millions of business owners learn about systems and start putting them in place so they can thrive like I am—just enjoying life, traveling, and having fun." — Kristen David Connect with Kristen David: Website: https://www.uplevelingyourbusiness.com/Email: kristen@uplevelingyourbusiness.comLinkedIn: https://www.linkedin.com/in/kristendavidFacebook: https://www.facebook.com/UplevelingYourBusinessSchedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profitConnect with Ryan Kimler: Net Profit CFO Home Page: www.netprofitcfo.comEmail: ryan@netprofitcfo.comFacebook: www.facebook.com/rkimlerLinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/Show notes by Podcastologist Andy SantiagoAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    33 m
  • Mark Khazanovich: Accounting Solutions

    Mark Khazanovich: Accounting Solutions
    Apr 23 2025
    About Mark Khazanovich: Mark Khazanovich is Director of Operations at KORE Accounting Solutions, a future-focused bookkeeping and management accounting firm that helps cloud-based law firms stay compliant and run more profitable practices.As Clio Gold Certified Consultants, QuickBooks Online Elite ProAdvisors, and legal accounting experts, Mark and the KORE team use their experience to help small, tech-forward law firms build systems that support efficient and successful operations.Outside of work, Mark serves with local philanthropic and community groups, including a Phoenix Police Department Advisory Council, and enjoys playing guitar, smoking meat, working on his smart home, and spending time outdoors with his wife and two sons.In this episode, Ryan and Mark Khazanovich discuss:The unique accounting and compliance challenges law firms face compared to other small businessesStreamlining law firm billing and trust accountingImproving cash flow and profitability in legal practicesThe impact of cloud-based technologies on law firm financial operations and efficiencyKey Takeaways:Law firms can significantly reduce unpaid invoices by sending electronic bills immediately after engagements and offering easy payment options like credit cards and QR codes.Clio (for practice management) and QuickBooks Online (for accounting) are the most effective software combo for small cloud-based law firms to avoid duplication and maximize efficiency.Tracking expenses and time as they happen — especially using cloud tools and mobile apps — greatly increases the likelihood of cost recovery and accurate billing.Firms should maintain at least three months of runway in savings and reevaluate expenses regularly, including discretionary costs and underutilized marketing spend, to stay financially healthy. "We believe that if you can get the information you need from one system, you don't need it in all places." — Mark Khazanovich Is your law firm financially healthy? Get expert insight with KORE’s Financial Health Assessment — and save $50 with our exclusive listener offer. Claim yours at www.koreaccounting.com/fha.Connect with Mark Khazanovich: Website: http://www.koreaccounting.com/LinkedIn: https://linkedin.com/in/markkhazFacebook: https://www.linkedin.com/company/koreaccountingSchedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profitConnect with Ryan Kimler: Net Profit CFO Home Page: www.netprofitcfo.comEmail: ryan@netprofitcfo.comFacebook: www.facebook.com/rkimlerLinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/Show notes by Podcastologist Andy SantiagoAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    29 m
  • Adam Ouellette: CEO Mindset

    Adam Ouellette: CEO Mindset
    Apr 16 2025
    About Adam Ouellette: Adam practiced law for 23 years before making the move from Florida to North Carolina—where he decided to step away from another bar exam and into a new role: empowering law firm owners to reclaim control of their lives. As a published author and experienced coach, Adam has helped over 500 lawyers in the past decade break free from the overwhelm that so often comes with running a law firm. Through his one-on-one consulting and group coaching programs, he provides the tools, strategies, and training law firm owners need to build thriving, profitable firms—without sacrificing their well-being.In this episode, Ryan and Adam Ouellette discuss:The importance of shifting from a law firm owner mindset to a CEO mindsetStrategies for attracting ideal clients and improving law firm marketingManaging stress, preventing burnout, and achieving work-life balanceLeveraging technology and automation to streamline law firm operationsKey Takeaways:Law firm owners should categorize clients into A, B, C, D, and F tiers, then fire C- and lower-tier clients to focus on attracting better-paying, appreciative clients.Implementing “Do Not Disturb” time blocks for at least one hour a day can significantly improve productivity and reduce interruptions from staff and emails.Using automation tools like CRM systems and AI-driven client intake processes can drastically reduce administrative workload, yet many firms resist due to being "too busy" to implement them.Lawyers who overwork themselves risk adrenal burnout, which can manifest in severe health issues like heart arrhythmias—proper work-life balance is essential for long-term sustainability. "What happens if you wake up and can't go to work? Can the firm run without you for a day or a week? Most law firm owners are golden-handcuffed to their firm, unable to even take real vacations." — Adam Ouellette Connect with Adam Ouellette: Website: https://www.adam.law/Esquire Academy Coaching and Consulting: https://adamo.kartra.com/affiliates/516624Email: ajo@adam.lawLinkedIn: https://www.linkedin.com/in/adamjouellette/ Facebook: https://www.facebook.com/esquireacademySchedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profitConnect with Ryan Kimler: Net Profit CFO Home Page: www.netprofitcfo.comEmail: ryan@netprofitcfo.comFacebook: www.facebook.com/rkimlerLinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/Show notes by Podcastologist Andy SantiagoAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    34 m
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