If you’re a law firm owner who feels like you’re working harder but keeping less, this conversation is going to hit home.

Bridgit Norris sits down with Frank Rekas, a CPFA with 34 years in financial services who serves as a “Personal CFO” to attorneys and has earned the nickname “The Tax Whisperer.”

Frank’s not just another advisor—he’s built a systematic approach to help lawyers minimize taxes, protect assets, and grow wealth with purpose.

From uncovering hidden leaks in your finances to strategies for building generational wealth, Frank reveals why winging it with your money is costing you more than you realize.

Stick around, because this episode gives you the clarity and confidence to finally make your money work as hard as you do.

Key Takeaways from Bridgit and Frank:

1. Stop Winging It With Your Finances

Many attorneys bring in strong revenue but fail to track or plan their money, leaving them vulnerable to overspending, missed deductions, and tax surprises.

Building even small proactive systems gives you control instead of chaos.

2. Proactive Tax Planning Beats Reactive Returns

Most CPAs look backwards, filing returns instead of helping clients plan ahead.

Frank stresses the value of collaborating with proactive tax professionals who align entity structure, retirement contributions, and deductions to keep more money in your pocket.

3. The Right Retirement Plan Unlocks Big Savings

A simple 401(k) often isn’t enough for high-earning attorneys.

Leveraging cash balance or defined benefit plans can allow six-figure contributions, creating massive tax savings while building long-term wealth.

4. Protect and Pass on Generational Wealth

Through approaches like the Rockefeller method, life insurance can be more than protection—it can become a tool for passing down wealth across generations and putting your heirs in a stronger financial position than you started with.

5. The First Step Is Deciding to Act

Whether you’re new or twenty years into practice, it’s never too late to put the right plans in place.

Progress starts with one intentional step—like a 30-minute call with an advisor—to begin turning scattered finances into a strategy.

"Every decision has a consequence—even not doing something is a decision." — Frank Rekas

Get in touch with Frank:

Website: https://palmwealthpartners.com/

Email: frank@palmwealthpartners.com

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

Book time to meet with Frank

🚀 Want to SCALE your law firm? Go here: https://bit.ly/3z7R5qM

⭐️Get our proven 2025 Law Firm Growth Plan that has generated millions in revenue for law firms just like yours.

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📢 Live AI Workshop for Law Firms

📅 Wednesday, Sept 24 | 🕛 12:00 PM PDT

Watch a brand-new lead turn into a signed retainer — in real time.

• See AI employees handle: Answering → Triage → Scheduling → Docs → Retainer
• Live metrics on speed, booking rate, and conversion
• One CRM pipeline. Zero fluff. Pure performance.

🎁 Live-Only Bonus: Get the 30-Day Practical AI Blueprint

(Only available to live attendees — not in the replay.)

🔗 Register here → https://luma.com/ai-for-law-firms/?utm_source=TLE

If your practice isn’t built on your values, it may be costing you more than you realize.

In this episode, Bridgit Norris sits down with Amanda DuBois, founder of DuBois Levias Law Group and one of the longest-standing women-owned firms in Washington, to explore what it really takes to design a law practice that reflects who you are at your core.

With over 30 years of experience, Amanda reveals how authentic leadership, intentional culture, and mentorship can reshape not just the way you practice law but the way you live your life.

You’ll walk away with a fresh perspective on building a firm that honors both your principles and your profitability.

By the end, you’ll see that the most powerful strategy isn’t growth at all costs—it’s courageously leading with purpose.

Key Takeaways from Bridgit and Amanda:

1. Revenue Follows Culture

Profitability naturally flows when a firm prioritizes values, excellence, and community engagement rather than chasing money first.

2. Vision Over Fear

Defining the environment, team, and client experience you want creates clarity that attracts alignment and success, instead of anxiety and scarcity.

3. Hiring Beyond Résumés

Life experience—such as parenting or second careers—often brings empathy, resilience, and judgment that enrich client service and team culture.

4. Mentorship as the Model

Replacing the traditional “sink or swim” approach with structured training and support builds competence, confidence, and loyalty.

5. Freedom Through Flexibility

Remote work, transparency, and honoring personal priorities create an environment where lawyers thrive without sacrificing family or well-being.

"Be brave about being willing to step into the unknown." — Amanda DuBois

Get in touch with Amanda DuBois:

Website: https://duboislaw.net/

LinkedIn: https://www.linkedin.com/in/amanda-dubois-2b46071/

Facebook: https://www.facebook.com/DuBoisLeviasLawGroup

Instagram: https://www.instagram.com/duboisleviaslaw

🚀 Want to SCALE your law firm? Go here: https://bit.ly/3z7R5qM

⭐️Get our proven 2025 Law Firm Growth Plan that has generated millions in revenue for law firms

If you’ve ever worried that you or your law practice are “too boring” to stand out, this conversation will change how you see yourself—and your marketing.

In this episode, Bridgit sits down with Jimmy Lai, CEO of Lai & Turner Law in Oklahoma, where he helps immigrants secure U.S. visas to start, scale, and succeed in the U.S.

But if you follow him online, you know him as the founder of the Unforgettable Professionals community—a space where so-called “boring” professionals learn to tell stories that attract clients, build authority, and actually make them unforgettable.

Together, they dive into how Jimmy turned everyday experiences into content that resonates, why doubling down on one channel creates faster growth, and what consistency really looks like if you want lasting results.

By the end, you’ll see LinkedIn not as another task to manage, but as a powerful tool to transform your brand—and maybe even yourself.

Key Takeaways from Bridgit and Jimmy:

1. Pick One Channel and Double Down

It’s tempting to try every platform at once, but growth comes from focusing on the channel that drives the biggest return.

Once you know what works, reinvest in it before scattering your energy elsewhere.

2. Storytelling Beats Legalese Every Time

People don’t connect with case updates—they connect with real stories, even small moments from daily life.

Share personal, authentic content alongside authority-building posts to stay memorable.

3. Nail the Hook or Lose the Reader

On LinkedIn, the first three lines decide whether someone clicks “see more.”

Spark curiosity right away, and keep paragraphs short and skimmable to respect busy professionals’ attention spans.

4. Optimize Your Profile Like a Sales Page

Don’t waste your headline with “Immigration Attorney.”

Use clear, client-focused language that says who you help and how, so people immediately know why they should connect with you.

5. Consistency Compounds into Authority

One post won’t change your career, but consistent posting builds trust and recognition over time.

Think long game—like SEO for your personal brand—and watch opportunities multiply.

"You can be the best attorney in the world, but if no one knows you, if they don't like you, and if they don't trust you, you're going to struggle with business." — Jimmy Lai

Get in touch with Jimmy Lai:

Website: https://www.laiturnerlaw.com/

LinkedIn: https://www.linkedin.com/in/jimmylai-jdmba/

Facebook: https://www.facebook.com/ThatAttorneyLai/

Instagram: https://www.instagram.com/thatattorneylai/

🚀 Want to SCALE your law firm? Go here: https://bit.ly/3z7R5qM

⭐️Get our proven 2025 Law Firm Growth Plan that has generated millions in revenue for law firms just like yours.

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