Episodios

  • 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
  • Part 3 - Top 10 Clips: Top Business Advice

    Part 3 - Top 10 Clips: Top Business Advice
    Apr 9 2025
    As we reach the milestone of our 100th episode, we're wrapping up the series with the last three of our top ten most downloaded episodes. Part 3 brings some of the most valuable insights, diving into the intersection of operations, finances, and strategic growth—key elements for driving meaningful business progress. We’ll hear from seasoned experts across industries, from law firms to entrepreneurial ventures, each offering practical wisdom on scaling, overcoming challenges, and building long-term success.This final chapter brings together a range of perspectives and lessons learned, offering strategies and real-world approaches that separate thriving businesses from those merely surviving. Whether you're refining your current path or looking to scale, this episode has valuable takeaways to help you move forward.Key Takeaways:From Dr. Jean Oursler: Business Operations and Finance (Ep. 49)Sustainable business growth depends on strengthening both operations and financial strategy, as inefficiencies in one can directly hinder the other.Without addressing underlying issues and building a solid foundation, scaling a business can amplify problems instead of solving them.From Margaret Burke: Business Integrations, Growth, and Coaching (Ep. 26)Law firms frequently encounter operational bottlenecks, financial management issues, and integration challenges that require targeted expertise beyond their internal capacity.Bringing in external support can provide actionable solutions, relieve overburdened staff, and help firms grow or transition more effectively with practical, business-minded strategies.From James Gallagher: Gaining Operational Control (Ep. 20)Despite the immense demand for legal services, with 87% of civil legal needs in the U.S. going unmet, many law firms struggle to grow because lawyers often lack the business acumen and systems required to scale effectively.By adopting automation, building scalable systems, and embracing delegation, lawyers can transform their firms into thriving businesses that offer both profitability and work-life balance.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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    48 m
  • Part 2 - Top 10 Clips: Top Business Advice

    Part 2 - Top 10 Clips: Top Business Advice
    Apr 2 2025
    We’re continuing our 100th episode celebration with Part 2 of our milestone series—revisiting three of the top ten most downloaded episodes. These standout conversations have delivered game-changing financial insights that have resonated with entrepreneurs and business owners alike.From legal safeguards to smart financial planning, we’re diving deep into the key lessons that have helped businesses protect and grow their financial future. Whether you’re hearing them for the first time or refreshing your knowledge, these proven strategies are worth revisiting.As we mark this milestone, we’re more committed than ever to bringing you the most powerful, transformative advice. Get ready for a financial deep dive that could change everything.Key Takeaways:From Frank Rekas: Building a Great Retirement (Ep. 96)A comprehensive financial plan is essential for minimizing taxes, managing risk, and building wealth for law firms and businesses.Proactive financial planning ensures peace of mind by protecting your family and securing your financial future through strategies like long-term care insurance.From Mike Payne: Legally Protecting You and Your Business (Ep. 14)Law firms and businesses require strong legal protection through well-structured agreements, covering everything from employee contracts to client service terms.An owner's energy and consistency play a key role in fostering a productive and confident business environment.From Jaime Rodriguez: The 4 Must-Have Financial Positions (Ep. 51)Specialized bookkeeping for law firms goes beyond tracking expenses—it serves as a vital tool for managing financial risk and gaining strategic insights.Investing in a well-rounded financial team—including a bookkeeper, CFO, tax preparer, and retirement planner—can yield significant returns and long-term support for business owners.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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    44 m
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