The advice most owners get is accurate but incomplete. We sat down with attorney and financial professional Matthew Meredith to show how legal, tax, and financial planning become far more powerful when they’re designed together, not bolted on after the fact. If you’ve ever bounced between a CPA, a lawyer, and an advisor while problems lingered, this conversation gives you a better model, and a clear checklist to start fixing the gaps.

Matthew walks through his one-stop shop approach: begin with a working estate plan, make sure entities are active and aligned, separate operating risk from valuable assets, and right-size umbrella and professional coverage. Then add forward-looking tax design, think S-corp elections, accountable plans, depreciation strategies, and real-asset moves that match your cash flow and risk. We talk about when trusts make sense, how to actually fund them, and why business continuity can collapse if ownership isn’t structured to survive you. He also shares lessons from Wall Street to wealth management on how the industry shifted after 2008, and why convergence across law, tax, and finance is accelerating because clients demand it.

You’ll learn practical steps for families and entrepreneurs: spot defunct LLC filings, avoid sole proprietorship exposure, separate properties, and create a simple review rhythm so documents and titles stay current. We also get candid about the branding hurdle many professionals face, moving from back-office expert to on-camera educator, and why learning the basics yourself makes it easier to lead a team and maintain your message. If you want fewer advisors to manage, fewer surprises, and a plan that holds up in the real world, this one is for you.

Reach Matt here:

www.meridianlg.com
https://www.linkedin.com/in/matthewrmeredith/

Law Firm Marketing Fix

Fix Your Law Firm’s Marketing in 10 Simple Steps

Download Your Free Checklist - https://fix.lawmarketingzone.com/

Ready to level up your law firm marketing? Book a FREE Discovery Call with Marilyn Here: https://lawmarketingzone.com/bookacall

Leadership In Law Podcast with host, Marilyn Jenkins
Powered by Law Marketing Zone®
https://lawmarketingzone.com
A full-service Digital Marketing Agency helping clients increase Leads, Cases, and Profit by getting their digital marketing right.

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What if the same methods that help dyslexic students master reading could help attorneys craft clearer, more persuasive videos? We sit down with Russell Van Brocklen, the Dyslexic Professor, to unpack a practical system for recording short, human clips that earn trust and grow your firm without expensive gear or endless retakes.

Russell shares his journey from struggling reader to law school standout and Senate-funded researcher, then maps those evidence-based strategies to modern legal marketing. We break down a simple framework: define your hero, sharpen the universal theme to a precise word that feels right, and name the “optimum villain” blocking progress. Add one to three reasons, and you’ve got a crisp, 45-second outline almost any attorney can deliver naturally. We also show how to use AI the right way, ChatGPT for deeper reasoning and Apogee for idea generation, to refine language, extract action verbs, generate synonyms, and transform FAQs into a steady stream of topics without sounding robotic.

The big lesson: authenticity beats polish. Viewers flee when a video looks too perfect or smells like an avatar. Keep small human imperfections in frame, focus on clear audio, and batch five to ten clips in a single session. You’ll build answer engine optimization by speaking in real phrases clients actually search for, while reinforcing the know and trust factor that drives calls and consultations.

Reach Russell here:

Website: https://dyslexiaclasses.com
LinkedIn (Russell): https://www.linkedin.com/in/russell-van-brocklen-2007ab87
LinkedIn: https://www.linkedin.com/company/dyslexia-classes
Facebook: https://www.facebook.com/dyslexiaclasses
Instagram: https://www.instagram.com/dyslexiaclassesus/
YouTube: https://www.youtube.com/channel/UC_cqwfxn9FqFx1Idl0YbeHg

Law Firm Marketing Fix

Fix Your Law Firm’s Marketing in 10 Simple Steps

Download Your Free Checklist - https://fix.lawmarketingzone.com/

Ready to level up your law firm marketing? Book a FREE Discovery Call with Marilyn Here: https://lawmarketingzone.com/bookacall

Leadership In Law Podcast with host, Marilyn Jenkins
Powered by Law Marketing Zone®
https://lawmarketingzone.com
A full-service Digital Marketing Agency helping clients increase Leads, Cases, and Profit by getting their digital marketing right.

Subscribe on your favorite Podcast listening platform!

Like, Share, and Review us!

#leadershipinlawpodcast #leadershipinlaw #lawmarketingzone #marilynjenkins

The legal talent market didn’t just “cool off”, it reset. I sit down with Chris White, attorney-turned-recruiter and founder of Navigate Legal Search, to unpack how COVID-era hiring sprints, salary spikes, and a slower 2023–2024 cycle reshaped what firms need and what candidates should showcase. We look at where AI is actually changing workflows, why some firms are trimming junior intakes, and what that means for associates planning the next move.

Chris pulls back the curtain on how attorneys stand out when pedigree won’t carry the day: translate matters into measurable impact, align your experience to the role’s core work, and make your resume read like evidence, not autobiography. On the firm side, we get tactical about fixing broken hiring: define decision makers, compress interview rounds, communicate timelines, and write job posts that sell the role, the culture, and the growth path. The most persuasive pitch isn’t “competitive comp”, it’s a credible story about mentorship, training, client exposure, and values that show up in daily work, not just on the website.

We dive into retention, the true profit lever. Mentorship tops compensation as a mid-level priority, and for good reason: law is an apprenticeship. Hybrid models can either starve learning or supercharge it; the sweet spot is structured flexibility paired with intentional coaching. For long-term engagement, firms should start business development training early, offer rainmaker shadowing, and clarify promotion paths, even when opaque. For attorneys, choosing environments with authentic mentorship, real responsibility, and BD support builds a portable career that thrives through market cycles.

Reach Chris here:
www.linkedin.com/in/christopherbrucewhite
https://www.navigatelegalsearch.com/

Law Firm Marketing Fix

Fix Your Law Firm’s Marketing in 10 Simple Steps

Download Your Free Checklist - https://fix.lawmarketingzone.com/

Ready to level up your law firm marketing? Book a FREE Discovery Call with Marilyn Here: https://lawmarketingzone.com/bookacall

Leadership In Law Podcast with host, Marilyn Jenkins
Powered by Law Marketing Zone®
https://lawmarketingzone.com
A full-service Digital Marketing Agency helping clients increase Leads, Cases, and Profit by getting their digital marketing right.

Subscribe on your favorite Podcast listening platform!

Like, Share, and Review us!

#leadershipinlawpodcast #leadershipinlaw #lawmarketingzone #marilynjenkins