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Dave Zumpano

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Innovate & Overcome: Unleashing PotentialInnovate & Overcome: Unleashing PotentialWhat is the Future of Law Practice | Dave ZumpanoEmbracing Change and Technology in Legal Practice with Dave Zumpano Episode 34 Dave Zumpano shares his journey of building and evolving multiple businesses in the legal industry, highlighting the lessons he learned through economic downturns, partnerships, and leadership transitions. He discusses how growing up in an entrepreneurial family shaped his mindset and how his early career in estate planning law led him to innovate within the field. Dave reflects on the impact of the 2008 financial crisis on his law firm, revealing how he went from years of consistent growth to an unexpected downturn that...2025-03-1454 minThe BrewedAt PodcastThe BrewedAt Podcast#23 - Beermill (Dave Argust)Host Richie Tevlin talks with Dave Argust, Partial Owner / Head of Sales & Marketing at Beermill West Chester. Beermill is a beer distributor that has been in West Chester, PA 18+ years. They have imports from 30+ countries & 1000+ different beer selections.   Beermill West Chester: https://beermillwc.com/ @beermillwc _______________________________________ THANK YOU TO OUR SPONSORS:   POS Specialists by Heartland: ⁠⁠https://www.posspecialists.com/⁠⁠ ⁠⁠kevin@⁠⁠posspecialists.com⁠ Mention "BrewedAt" for $500 off!⁠⁠⁠ _______________________________________ EPISODE NOTES: Mentioned Breweries Rhythm Brewing - New Ha...2024-10-091h 02The Camilita® PodcastThe Camilita® Podcast164: Dave & Guy | Remond Super Charging Your Real Estate BusinessDave Zumpano was born and raised in Central New York, began his professional career with Price Waterhouse and graduated from Syracuse College of Law in 1992. In 1995, Dave’s founded The Estate Planning Law Center, David J. Zumpano CPA, Esq., and since, it has served as a “model firm” for more than one thousand estate planning law firms nationwide based on his building of systems and processes for running a successful firm created by his application of reading The E-Myth, by Michael Gerber. In 2000 Dave introduced to the Estate Planning Industry, the IPUG® Protection Trust, a whole new genre of trust for Ass...2023-05-2339 minRetire As You DesireRetire As You DesireWhy Is It Important To Find Collaborators with Dave Zumpano Part 2In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of Da...2023-02-1616 minRetire As You DesireRetire As You DesireWhy Is It Important To Find Collaborators with Dave Zumpano Part 1In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of Da...2023-02-1321 minCebollas VerdesCebollas Verdescebollas verdes 366 - 07/noviembre/2022Cebollas especial con nuestro querido Alfredo Cobo, que en su novena visita al programa nos trae otra colección delicattessen de canciones sunshine&powerpop&revivalmod&beat... todo calidad suprema. Suenan sucesivamente: Youami, los Decibels, Material Issue, los B-Team, Sloan, Zumpano, Fabienne delSol, Françoise Hardy, Louise Feron, Claude Lombard, los Hazey janes, los Shakers, Sylvain Sylvain, los Outsiders, los Motors y Dave Davies. Gracias por tu gran aportación Alfredo, nos vemos en los conciertos, un abrazo2022-11-071h 17Smart Lawyers Position to TransitionSmart Lawyers Position to TransitionDigitization of Law With Attorney Dave Zumpano and Guy ReymonGoing from the Dark Ages to the Digital Age of law poses many questions, including the ethics of such transformation. Dave Zumpano and Guy Reymon eloquently explain and answer these questions in their book, The Digitization of Law:  How to Transform Technology Disruptions into Abounding Opportunity.    Key Takeaways 17:30 Learn about the 3 ways people work with lawyers and how clients shift between them.    21:00 Discover how the digitization of law increases the value of a law firm rather than replacing a law firm Then, you will hear Dave’s position on how efficiency is a fa...2022-10-2740 minThe Legal Community PodcastThe Legal Community PodcastEP 43: The Digitization of Law with Dinesh Chawla (Part 2/2)In today's episode, Lisa, Guy and David welcome Dinesh Chawla to the show for the second in a two-parter about the Digitization of Law.Dinesh is an Attorney and Owner of Chawla Legal Group.Some of the topics discussed include: why ethics remains a central tenet of law, whether online or in person; why reducing the room for user error is vital when digitizing law; and how digital security plays a pivotal role in forming trust with clients and the industry as a whole.Guy Remond can be found...2022-10-1224 minThe Legal Community PodcastThe Legal Community PodcastEP 42: The Digitization of Law with Dinesh Chawla (Part 1/2)In today's episode, Lisa, Guy and David welcome Dinesh Chawla to the show for the first in a two-parter about the Digitization of Law.Dinesh is an Attorney and Owner of Chawla Legal Group.Some of the topics discussed include: the ways in which Dinesh chose to fully embrace the digitization of his Estate Planning business; why it is so important to offer flexibility to potential clients; and the ways in which the area can improve and transform even more.Guy Remond can be found here:...2022-10-0515 minThe Legal Community PodcastThe Legal Community PodcastEP 41: The Importance of a Life of Contribution with Julian AlvarezIn today's episode, Lisa and David welcome Julian Alvarez to the show.Julian is the Co-Founder and CEO at Mindflow.Some of the topics discussed include: how Julian's life changed course after attending a Tony Robbins seminar; why it's crucial to focus on solving real world problems as opposed to wealth creation; and the overall importance of hard work and contribution in charting a life of significance.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found...2022-09-2818 minThe Legal Community PodcastThe Legal Community PodcastEP 40: The Four Levels That Identify a Recognized Authority with Alastair McDermott (Part 2)In today's episode, Lisa, Guy and David welcome back Alastair McDermott to the show for the second in a two part special.Alastair is a Marketing Coach, Consultant and Founder of The Recognized Authority.Some of the topics discussed include: what the Authority Maturity Model is and where it stems from; the assessment which can help identify the four distinct levels when measuring someone's personal authority; and how this can apply more specifically to those working within the legal community.Guy Remond can be found here:...2022-09-2119 minWinners Find a WayWinners Find a WayTwo Heads Are Better Than One with David Zumpano & Guy RemondHaving a trustworthy partner that will help you achieve your goal is great. Two heads are better than one, as people say. This is evident with our guests, Guy Remond and Dave Zumpano.    Welcome to Coach Trent Clark's podcast Winner's Find A Way. Let us hear the inspiring story of Guy and Dave, on how they established an excellent company, the challenges they encountered along the way, and how they dealt with them.   Timestamps: 3:47 - How did their partnership develop? 18:56 - Influences that made them become entrepreneurs....2022-09-1629 minWinners Find a WayWinners Find a WayTwo Heads Are Better Than One with David Zumpano & Guy RemondHaving a trustworthy partner that will help you achieve your goal is great. Two heads are better than one, as people say. This is evident with our guests, Guy Remond and Dave Zumpano.    Welcome to Coach Trent Clark's podcast Winner's Find A Way. Let us hear the inspiring story of Guy and Dave, on how they established an excellent company, the challenges they encountered along the way, and how they dealt with them.   Timestamps: 3:47 - How did their partnership develop? 18:56 - Influences that made them become entrepreneurs....2022-09-1620 minThe Legal Community PodcastThe Legal Community PodcastEpisode 39: How to Become a Recognized Authority with Alastair McDermott (Part 1)In today's episode, Lisa, Guy and David welcome Alastair McDermott to the show for the first in a two part special.Alastair is a Marketing Coach, Consultant and Founder of The Recognized Authority.Some of the topics discussed include: why becoming a "recognized authority" is deeper than "personal branding" - and what the key differences are; why encouraging staff to become specialist leaders in their field is something to aspire to, not fear; and how a twenty minute coffee meeting can lead to effective relationship building.Guy Remond can...2022-08-3119 minInvestor Connect PodcastInvestor Connect PodcastInvestor Connect - 738 - Guy Remond of EHE CapitalOn this episode of Investor Connect, Hall welcomes Guy Remond, Co-founder and Partner at EHE Capital. Headquartered in Altrincham, England, EHE Capital Limited is a highly efficient tech-led private equity organisation with a genuine focus on supporting entrepreneurs through their companies’ high growth stage through to a successful conclusion. They also provide qualified, high-quality deal flow for investors, private equity, and venture capital organisations.  Guy’s working career began in retail, where he enjoyed an eleven-year stint in various managerial positions. Following this, he followed his passion for anything technical and branched out on his own into the technical world. In 20...2022-08-2621 minThe Legal Community PodcastThe Legal Community PodcastEpisode 38: Introducing New Technologies to the Legal IndustryIn today's episode, Lisa, Guy and David talk about some new technologies being incorporated at Guidr.Some of the topics discussed include: the process of creating new technologies that directly benefit both lawyers and clients; how it can level the playing field for smaller practices; and the different types of traditionally under-represented people who may now be more likely to take advantage of this new technology.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found here:2022-07-0616 minThe Legal Community PodcastThe Legal Community PodcastEpisode 37: How Technology Took Over the WorkplaceIn today's episode, Lisa, Guy and David talk about how technology took over the workplace.Some of the topics discussed include: why SAAS has proven to be so much more flexible for businesses; the ways in which technology has invaded law firms; and why taking online security is so crucial in an ever-changing world.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found here:LinkedInWebsite Lisa Roser c...2022-06-2925 minThe Legal Community PodcastThe Legal Community PodcastEpisode 36: Abundance 360In today's episode, Lisa, Guy and David discuss the recent Abundance 360 conference, hosted by Peter Diamandis.Guy and David attended it in person, and it sparked many fascinating thoughts for them, including: the technological advances coming over the next decade; why having an abundant mindset matters so much to business owners; and their personal favorite talks from the conference.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found here:LinkedInWebsite2022-06-1524 minThe Legal Community PodcastThe Legal Community PodcastEpisode 35: What 'Digitization' Really Means with Scott BlandfordIn today's episode, Lisa, Guy and David welcome Scott Blandford to the show.Scott is the Executive Vice President and Chief Digital Officer at TIAA.Some of the topics discussed include: what digitization actually means and how it can transform targeted areas of your business or practice; why people don't want to talk to you - until they really want to talk to you; and the intriguing overlap between the financial and legal industries.Guy Remond can be found here:LinkedInTwitterEmail2022-06-0822 minWealth On Main StreetWealth On Main Street118. Estate Planning Innovations In A Digital World Meet GuidrWealth Without Bay Street EPISODE 118: Featuring on this episode of Wealth Without Baystreet are David Zumpano and Guy Remond. David Zumpano started out as an estate planner, founding The Estate Planner Law Center in 1995. Over the years David has also founded the Medicaid Practice Systems, LLC in 2010 and has authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for Estate planning attorneys in 2015. David now continues his journey helping estate planning and elder law attorneys build purpose driven practices with personal and professional balance. Guy Remond has over 20 years in the tech, software & consulting/advisory industries...2022-06-0754 minThe Legal Community PodcastThe Legal Community PodcastEpisode 34: 9 Steps to Liquidity Event Success with Jeffrey FeldbergIn today's episode, Lisa, Guy and David welcome Jeffrey Feldberg to the show.Jeffrey is the Co-Founder of Deep Wealth and the Chief Liquidity Event Advisor.Some of the topics discussed include: the reasons why preparation is of paramount importance if you're planning to sell your practice or business;the nine most essential steps in preparing for a liquidity event; and the hidden statistics explaining why most attempts at liquidity don't always work as intended.Guy Remond can be found here:LinkedInTwitter...2022-06-0123 minThe Legal Community PodcastThe Legal Community PodcastSelf-Serve Vs Self-Help with Andrew BeacockIn today's episode, Lisa, Guy and David welcome Andrew Beacock to the show.Andrew is the CTO of Guidr.Some of the topics discussed include: the reasons why digitization taking care of various processes can free up valuable time for lawyers; the difference between self-serve and self-help platforms; and how embracing digital flexibility can help both clients and lawyers alike.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found here:LinkedInWebsite2022-05-2523 minThe Legal Community PodcastThe Legal Community PodcastTechnology From a Consumer's PerspectiveIn today's episode, Lisa, Guy and David welcome Julia Da Rocha to the show.Julia is a Graphic Designer, Illustrator and Author.Some of the topics discussed include: how technology feels and functions from the perspective of your average consumer; what these shifts in online behavior mean for the legal industry moving forward;and why the right technology can help us trade the most important commodity - time.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found here:2022-05-1120 minThe Legal Community PodcastThe Legal Community PodcastAccelerating Your Influence with Matt HalloranIn today's episode, Lisa and David welcome Matt Halloran to the show.Matt is a Partner at ProudMouth, an Influence Accelerator company.Some of the topics discussed include: why podcasts have a magical influence and how it can help you build a network over time; the differences between podcasts within the finance and legal industries; and why, with the right people and processes in place, you can create great content that can accelerate your influence.Guy Remond can be found here:LinkedInTwitterEmail...2022-05-0422 minThe Legal Community PodcastThe Legal Community PodcastHaving a Figureoutable Mindset with Christen BelcherIn today's episode, Lisa, David and Guy welcome Christen Belcher to the show.Christen is the CEO of Guidr.Some of the topics discussed include: the importance of asking the magic question "Why?" continuously; the magic behind a team having a positive mindset and not getting rebuffed by difficult challenges; and the reasons why technological and structural change is inevitable in the legal industry.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found here:...2022-04-2821 minLions Guide PodcastLions Guide PodcastHigh-Performing Partnerships with David Zumpano and Guy RemondDave Zumpano is Founder of Lawyers with Purpose and Co-Founder Guidr, Host of the Legal Community Podcast.  Guy Remond is also a Co-Founder of Guidr and an experienced individual with over 20 years in the tech, software & consulting/advisory industries, as a founder, director, investor and advisor.   In this episode, Dave & Guy share their insights on what makes for success in mindset, business, entrepreneurship, and partnerships.  These guys have a ton of wisdom that they share.  You're going to love it…     Links for David and Guy: Website: https://guidr.le...2022-04-201h 20The Legal Community PodcastThe Legal Community PodcastHow To Keep Up With Technological Changes with Bill BloomIn today's episode, Lisa, David and Guy welcome Bill Bloom to the show.Bill is a Financial Advisor, Strategic Coach and the Host of the "Retire As You Desire" Podcast.Some of the topics discussed include: the differences between the approach to technology of the finance industry and law firms; why technology is constantly evolving and the importance of keeping up with those changes; and how understanding the demands of the client can make companies more efficient moving forward.Guy Remond can be found here:LinkedIn...2022-04-2020 minPractice SuccessPractice SuccessMarketing for Practice Success: EPLC Attorney Dave Mancuso Discusses RMS.Lisa and Dave are joined by attorney Dave Mancuso from the Estate Planning Law Center (The Lab), who shares his challenges learning the LWP Relationship Management System (RMS). The discussion begins with the premise that there are two ways to get leads: you can write checks, or you can shake hands. The latter involves identifying allied professionals and forging mutually beneficial relationships with them. Dave Mancuso describes how he learned the importance of using RMS to sell himself as a worthy and valuable synergistic partner for allied professionals. Through reflective listening and experience, Dave was able to closely follow...2022-04-2025 minThe Legal Community PodcastThe Legal Community PodcastInto the Lion's Den with Dale WallsIn today's episode, Lisa, David and Guy welcome Dale Walls to the show.Dale is a High Performer Coach and the Founder of Lion's Guide.Some of the topics discussed include: Dale's background from his early struggles to finding purpose in the Marines; how leaders swing a heavier stick than others and why they must choose their words more carefully; and how technology can foster a more modern and effective company culture - no matter the industry.Guy Remond can be found here:LinkedInTwitter...2022-04-1319 min