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.

Follow us on social:

• My Legal Academy...

📢 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.

Follow us on social:

• My Legal Academy...

What if the secret to scaling your firm isn’t hiring more staff but stripping it back to the essentials?

In this powerful episode, Bridgit Norris sits down with Karen Ansen, Principal Lawyer and Founder of Ignite HR and Employment Law, who brings over 20 years of experience guiding high-pressure organizations through complex employment law while building cultures where people actually thrive.

Today, she runs a lean, highly profitable practice from Australia’s East Coast, handling some of the toughest employee relations cases without the chaos of a big team.

You’ll hear how she reclaimed her health, freedom, and profit by redefining growth on her own terms—and why you can too.

This conversation isn’t about theory; it’s about practical choices that could help you build a firm that serves your life instead of consuming it.

If you’ve ever wondered whether “more” is really worth it, this episode will change the way you think about success.

Key Takeaways from Bridgit and Karen:

1. Consider Scaling Back Instead of Up

Growth isn’t always about adding more people; it can also mean reducing complexity.

By streamlining, you make space to focus on the work that delivers the most value and satisfaction.

2. Guard Your Time Relentlessly

Your time is your most limited resource, and boundaries are what protect it.

When you control your availability, you preserve energy while still serving clients effectively.

3. Price to Reflect Value, Not Just Demand

A quick “yes” from a client often signals underpricing.

Adjusting fees upward reinforces your worth and ensures your practice stays financially healthy.

4. Build Psychological Safety Into Culture

High-performing teams don’t thrive on pressure alone; they thrive on trust.

When people feel safe to speak openly, they contribute more and stay longer.

5. Align Your Firm With Your Life Goals

Success is hollow if it costs your health or peace of mind.

When your business is designed around your life priorities, freedom and profit can exist together.

"You ask every single business owner that ever started a business, they want freedom. That’s all they want. It is freedom. The problem is that the business itself becomes your prison, in some ways." — Karen Ansen

Get in touch with Karen Ansen:

Website: http://www.ignitehr.com.au/

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

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

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

🚀 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.

Follow us on social:

• My Legal Academy YouTube:...

Ready to take your law firm to the next level? This high-energy episode with Charley Mann, founder of Law Firm Alchemy, reveals the marketing and mindset shifts that separate thriving firms from struggling ones.

From mastering referral marketing and crafting irresistible social media ads to avoiding SEO pitfalls and adopting a true CEO mindset, Sam Mollaei and Charley deliver strategies you can implement immediately. This isn't just inspiration—it's your roadmap to building a firm that thrives on trust, innovation, and unparalleled client service.

Your next level is waiting. Tune in, take notes, and get ready to lead your law firm to success. Let’s dive in!



Key Takeaways from Sam and Charley:

1. Referral Marketing as a Cornerstone for Law Firms

Referral marketing remains the most reliable strategy for law firms, especially in consumer-focused areas.

It requires consistent relationship-building through personalized outreach, making a well-maintained contact list indispensable.

2. Effectiveness of Social Media Ads

Social media ads on platforms like Meta, TikTok, and YouTube yield high ROI with precise targeting and clear messaging.

Rigorous testing of lead forms and ad copy ensures better lead quality and optimized results.

3. Pitfalls in SEO and Digital Marketing

SEO often provides poor ROI compared to strategies like increasing client reviews or running ads.

Law firms must own their digital assets, such as Google Analytics and websites, to retain control and ensure transparency.

4. Consistency and Specialization in Marketing

Focused efforts, like weekly emails and newsletters, build trust and keep firms top of mind.

Mastering one platform or strategy before expanding helps maximize results and prevents inefficiency.

5. Mindset for Success in Law Firm Growth

An entrepreneurial mindset built on openness and adaptability is key to growth.

By embracing challenges and staying consistent, successful law firm owners unlock both traditional and innovative opportunities.

"When you go through the motion and start sharing [your ideas and knowledge] with the world, you enjoy it. You enjoy the process. Also, you level up when it comes to those fields, and it acts as a daily affirmation [and keeps you top of mind for your audience]." — Sam Mollaei

"There is no actual gatekeeper. It is entirely incumbent on you to say, 'I’m allowed to control my future...to communicate with people...to market myself...to provide a level of quality in my services [that seems of an absurd degree of value].' You get to make all those choices." — Charley Mann

Get in touch with Charley Mann:

Website: https://www.lawfirmalchemy.com/

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

🚀 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.

Follow us on social:

• My...

What if this episode wasn't just about AI—but was created BY AI? Dive into how artificial intelligence is revolutionizing every aspect of legal practice, from client intake to profitability.

Sam Mollaei, Esq. reveals cutting-edge AI tools like ChatGPT Mobile, Adobe Enhanced Speech, and automated review analysis that are transforming law firms. Learn how to leverage AI for faster intake, data-driven insights, and marketing strategies that maximize ROI while you focus on high-value work.

This is innovation in action. Stay tuned and get ready to rethink what’s possible for your practice.

Key Takeaways from this episode:

1. AI Tools to Boost Productivity

Cutting-edge AI tools like ChatGPT Mobile, Adobe Enhanced Speech, and Grammarly are empowering legal professionals to automate tasks, clean up workflows, and focus on what matters most.

These tools aren't just helpful—they're transformative for efficiency.



2. Google Reviews Powered by Data-Driven Insights

Leveraging AI to analyze Google reviews can uncover trends in client satisfaction, helping firms optimize operations.

AI-driven sentiment analysis transforms reviews into actionable insights for growth.

3. AI in Client Intake

Integrating AI into the client intake process ensures faster response times, better tracking, and seamless lead conversions.

Firms that automate intake functions see significantly higher conversion rates—responding within five minutes can boost chances of success by 21 times.

4. The Role of AI in Marketing Strategies

AI-enabled tools like call tracking and Google Local Services Ads help lawyers focus their marketing efforts on what works, maximizing ROI and driving high-quality leads with precision.

5. AI for Profitability and Niche Expertise

Using AI to automate cost-heavy, repetitive tasks and streamline workflows frees up time to focus on high-value clients.

AI also aids in identifying lucrative niches by analyzing market trends and client data, allowing firms to specialize and increase profitability.

"If you're not already on board [with AI], you're already behind."

"And while some lawyers might be intimidated by AI, Sam really sees it as a powerful tool that you can use to enhance your practice. You can streamline those workflows, provide better service to your clients, and he's all about using technology to create that leverage, freeing yourself up to focus on those tasks that only humans can do."

🚀 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.

Follow us on social:

• My Legal Academy YouTube: https://bit.ly/3KGieDs
• My Legal Academy LinkedIn: https://bit.ly/3X3D5qd
• My Legal Academy Facebook: https://bit.ly/3VJloN7
• My Legal Academy Instagram:

Being a great lawyer isn't enough. If you want consistent growth, predictable revenue, and freedom from the daily grind, you need to shift from lawyer to CEO.

Sam Mollaei and Steve Fretzin expose the biggest mistakes law firm owners make and reveal how to attract high-quality clients without burnout. Discover the power of peer advisory groups, strategic partnerships, and automation that lets you build a firm that works for you—not the other way around.

FREE Training for Law Firm Owners

On Wednesday, August 20th at 7 PM ET / 4 PM PT, join attorney and My Legal Academy founder Sam Mollaei, Esq. for a live training where he reveals the exact Facebook Ads system his six law firms use to sign 1,300+ clients every month.

In this exclusive session, you’ll learn:

• Which practice areas see the best ROI from Facebook Ads
• Why Facebook Ads can outperform Google Ads for client acquisition
• How our AI-Powered Campaign Builder can launch winning ads in minutes

Seats are limited — reserve yours here:

https://link.mylegalacademy.com/facebook-ads-for-lawyers-webinar-3

Key Takeaways from Sam and Steve:

1. The Biggest Growth Mistake: Ignoring the Business of Law

Law firm owners often focus solely on practicing law, neglecting essential business skills like marketing, systems, and financial strategy, which stunts growth.

2. Consistently Attracting High-Quality Clients Without Burnout

Lawyers who implement structured referral systems, client retention strategies, and strategic partnerships can create a steady flow of ideal clients with minimal effort.

3. From Lawyer to CEO: The Mindset Shift That Changes Everything

To grow successfully, lawyers must transition from being service providers to business owners by prioritizing planning, processes, and performance improvement.

4. How Peer Advisory Groups Accelerate Business Development

Joining structured peer groups provides accountability, proven strategies, and fresh perspectives that help lawyers scale faster and avoid costly mistakes.

5. Automation & Technology: The Hidden Superpower of Scalable Firms

By leveraging automation, AI, and digital systems for scheduling and client management, law firms can eliminate inefficiencies and scale without unnecessary overhead.

"In our show, we always focus on the future and early adoption, kind of leaning into all those early adoption strategies to take advantage of it, being aggressive on it as much as possible until the market catches up." — Sam Mollaei

"There's a table standing right in front of the lawyer, piled with money up to the ceiling, yet they're walking around it pretty much all day. And it's mainly because, again, they don't have a system, a process, or something they can feel comfortable executing." — Steve Fretzin

Get in touch with Steve Fretzin:

Website:

Most lawyers are trapped in feast-or-famine mode, manually chasing leads and burning out. What if your firm could attract qualified prospects, convert them automatically, and scale without the constant hustle?

Sam Mollaei and Neil Tyra unveil the Rapid Law Firm Growth Formula—a proven 6-step system combining high-converting ads, virtual intake specialists, and ROI tracking. Learn how to create ads that attract your ideal clients, qualify leads automatically, and let virtual intake sign clients while you focus on practicing law.



Key Takeaways from Sam and Neil:

1. Create Ads To Attract Leads

Run targeted ads that address audience pain points, like "Injured in an accident?" with strong CTAs such as "Click ‘Learn More’ to see if you qualify," and leverage platform optimization for better performance.



2. Qualify Leads

Use tools like Facebook Lead Forms or landing pages to ask essential questions that filter out unqualified leads, and automate the process with tools like ChatGPT to streamline qualification.

3. Integrate Leads Into a CRM

Automate lead management by connecting CRM tools like Zapier to ensure seamless data flow and set up automated follow-ups through text and email.

4. Have Dedicated Virtual Intakers To Sign Up Clients For You

Hire virtual intake specialists to focus on qualifying and signing up clients quickly, offering a cost-effective solution, and ensuring timely follow-ups to maximize conversions.

5. Scale Marketing Budget to Match ROI

Track CPA and CLV to assess profitability and scale spending on campaigns with at least a 200% ROI, using live dashboards to reallocate funds effectively.

6. Rinse and Repeat

Refine ads, automations, and processes regularly to improve performance and scale into new markets once the system is running smoothly.

"We've seen ourselves becoming closer to more and more of the virtual intake. It's like we're what we focus on. Much easier, much faster, more room to scale, easier to train." — Sam Mollaei

"Having the data to make that decision is key, and your live dashboard is the penultimate development of those numbers, to the point where you have this graphic and visual tool that lets you answer these questions in real time. It makes the decision point easier." — Neil Tyra

🚀 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.

Follow us on social:

• My Legal Academy YouTube: