Shows
No Unfinished Business PodcastWhy You Need a Trademark w/ Jim HartIn this episode of the No Unfinished Business Podcast, we delve into the often-overlooked but vital topic of Intellectual Property (IP) for businesses and entrepreneurs. We're joined by Jim Hart, a seasoned trademark attorney, who breaks down the complexities of IP into digestible nuggets of wisdom. 🔑 Key Topics Covered: The Four Types of Intellectual Property: We kick off by outlining the four main types of intellectual property—patents, trade secrets, trademarks, and copyrights. Perfect for anyone new to the topic or those who need a quick refresher. Common Missteps in IP: Jim discusses the f...2023-09-2120 min
No Unfinished Business PodcastAlternative Real Estate Investments: Mortgage Notes w/ Dan DeppenJohn Strohmeyer sits down with mortgage investment expert, Dan Deppen of Fusion Notes, to dive deep into the niche world of mortgage note investing. With rising interests in alternative investments, mortgage note investing offers an avenue that not many have ventured into. In this episode, we uncover the ins and outs of this fascinating domain. Episode Highlights: Introduction: Dan Deppen explains the basics of mortgage note investing Understanding Mortgage Note Investing: From buying someone else’s mortgage to functioning as a bank, Dan explains the dynamics of this alternate real estate investing pathway....2023-09-1518 min
No Unfinished Business Podcast31. Aging in Place with Companion Care w/ Mikey NewtonIn this episode of the No Unfinished Business Podcast, we dive deep into the challenges faced by the Sandwich Generation—individuals caught between caring for their aging parents and their own children. Our guest, Mikey Newton of Maxim at Home, sheds light on the role of non-medical companions in ensuring older adults age gracefully in their own homes. Listen in as we discuss the early warning signs that indicate it's time to consider help for aging parents, how companionship plays a critical role in their quality of life, and how technology is making the process of finding the right co...2023-09-0616 min
No Unfinished Business PodcastMaximizing The Benefits of Premarital Agreements w/ Kathryn PruittIn this insightful episode, we dive deep into the intricate and sometimes misunderstood world of premarital agreements with family law attorney, Kathryn Pruitt. With 30 years of experience, 19 of which focused on family law, Kathryn sheds light on an array of prenup issues. The Necessity of Prenups: Discover why any individual with assets should consider a premarital agreement and how it doesn't always have to mean a complete separation of assets. Community Assets and What It Means for Married Couples: We tackle the misconceptions around community assets and learn how and when they are created after marriage. The Role...2023-08-2217 min
No Unfinished Business PodcastBonus: John Talks Corporate Transparency Act on Small Business Tax Savings Podcast w/ Mike JesowshekJohn recently joined Mike Jesowshek on his Small Business Tax Savings Podcast to talk about the looming changes that businesses will face under the Corporate Transparency Act. Corporate transparency is coming. It is a huge issue, and everyone needs to be ready for it. So if it sounds like we're spending a lot of time talking about it, well, it's because we are. We want to ensure everybody has heard about this because this is going to be a big deal for everyone involved with or having any ownership stake in a business. It...2023-08-1426 min
No Unfinished Business PodcastFinding and Securing an Estate's Assets w/ Leah Del PercioAs an estate planning and probate attorney, I know the challenges that come with finding and securing assets for a loved one's estate. This week, we sit down with Leah Del Percio, the founder of Trustate, to discuss the ways advisors can make their clients' assets easier to find and manage for their families. We dive into the complexities that arise when individuals pass away, leaving behind an array of assets and liabilities that often fall to their loved ones to organize. With the increasing digitization of our world, the task is only getting more difficult. 2023-07-3131 min
No Unfinished Business PodcastLeveraging Your Home Equity w/ Jen HernandezHave you or your client accrued equity in your home? How can homeowners get the most out of that equity and use it in a way that suits their own unique situation? Join us in this enlightening episode as we sit down with expert mortgage lender, Jen Hernandez. Amidst skyrocketing house prices and growing home equity, we delve into the different strategies homeowners can employ to make the most of their newfound wealth. Jen sheds light on creative financial solutions, including cash-out refinances and investment opportunities that could potentially lower monthly payments, pay off IRS tax liens...2023-07-1816 min
No Unfinished Business PodcastThe Art of Business Valuation w/ Amber WidenerIn this episode of No Unfinished Business, we delve into the finer points of business valuation. Our guest, Amber Widener, a seasoned business appraiser, shares her deep insights on why and when to consider a business valuation, how they can impact business decisions, and why it's essential to hire the right professional. She explains why having an outside appraiser provides a credible number that can help business owners with forward planning, especially in scenarios such as buy-sell agreements, succession and estate planning, or during a potential sale of the business. Amber also discusses the intricacies of hiring...2023-07-0621 min
No Unfinished Business PodcastAvoiding Disability Claim Denials w/ Marc Whitehead This week on the No Unfinished Business Podcast, we delve into the intricacies of disability insurance denials and how professional advisors can guide their clients towards making informed decisions. We welcome Marc Whitehead, an experienced attorney with a robust practice dedicated to handling disability denials. Marc takes us through the labyrinth of disability insurance, explaining the three types of long-term insurance everyone should consider – long-term disability insurance, individual disability insurance, and long-term care insurance. He sheds light on the crucial differences between these policies, the common misconceptions about coverage, and how insurance companies may resist payouts. ...2023-06-2022 min
No Unfinished Business PodcastEstate Planning & Transitioning for Pets w/ Shelby RoquemoreHow can you plan for your pets after you're gone, and what happens if you don't? In this episode, we sit down with Shelby Roquemore, a passionate animal welfare advocate with Houston's Rescued Pets Movement, to discuss the importance of estate planning and transition planning for pet owners. We start by shedding some light on what happens to pets that get left behind. There is a prevalent animal overpopulation problem in Houston and Shelby explains the process that stray and confiscated animals go through before finding a safe haven. We explore the role of rescue o...2023-05-1219 min
No Unfinished Business PodcastTailoring Retirement Plans for Business Owners w/ Elijah LopezWhen it comes to business owners and their retirement planning, there isn't a one-size-fits-all approach. In this episode, we speak with Elijah Lopez, a financial advisor at Manske Wealth, who emphasizes the importance of tailoring retirement plans to individual businesses, and the options available out there. We discuss the process of working closely with not just clients, but also their attorneys, and CPAs to create the best solution for their specific situation, and how that can change over time. He shares a case study of a client who started with an IRA, scaled up to...2023-04-1220 min
No Unfinished Business PodcastUnderstanding and Implementing Legal Guardianship w/ Adri GravesThe guardianship process can be legally confusing and emotionally challenging for families. This week's No Unfinished Business is perfect for advisory professionals seeking to better understand guardianship and better serve their clients in need. We are joined by probate and guardianship attorney Adri Graves, who navigates the complex world of guardianship. We cover key topics such as incapacity, warning signs for potential guardianship cases, the legal processes involved, and alternatives to guardianship. We also get into detail about the role physicians play in determining incapacity, the appointment of attorneys ad litem and guardians ad litem...2023-03-2419 min
No Unfinished Business PodcastThe Four Metrics of Life Insurance Policies w/ Preston SartelleDo you or your clients ever feel overwhelmed by the different types of life insurance policies out there? With so many options to choose from, it can be difficult to know where to start. This episode's guest gave me the best description of the basics of life insurance and how to choose the most appropriate policy I'd ever heard. Our guest is insurance expert Preston Sartelle, Founding Principal of RockBridge Group, LLC. Preston shares the various problems clients typically come in with and common mistakes and misconceptions people make when purchasing insurance. Life insurance policies...2023-03-0315 min
How I Lawyer Podcast with Jonah Perlin#104: John Strohmeyer - Tax and Estate Planning Lawyer & Legal Marketing ExpertIn today’s episode I am excited to speak with John Strohmeyer. John is a Tax and Estate Planning Attorney in Houston, Texas. After working in several law firms, John started his own firm about five years ago where he helps clients through the maze of estate planning, tax, & probate law to help them leave No Unfinished Business® John is active in the tax and estate planning communities like the American College of Trust and Estate Counsel, the International Tax Committee of the Tax Section of the Texas State Bar, and the ABA. He also is a regular speaker on t...2023-02-2449 min
No Unfinished Business PodcastUnderstanding Long-Term Care Insurance Policies w/ Wallis Wilkinson TsaiPlanning for long-term care, whether expected or unexpected, can be very tricky business. It can be difficult to understand the myriad policy types, payout structures, and benefit levels available on the market today. Our guest, Wallis Wilkinson Tsai, is here to demystify the world of long-term care insurance for you and your clients. She gives us her Seven Questions to Ask About Long-Term Care, and walks us through the potential answers. These questions can guide you and your client to the policy that best fits their long-term care needs. Top 7 Questions You Must...2023-02-1023 min
No Unfinished Business PodcastWhen to Turn to a Corporate Trustee w/ Beth OwensWhen a trust with significant assets is left to loved ones, things can get tricky and conflict can arise. Especially when the trustee is part of the family or the assets are complex. A corporate trustee could be the solution to this potentially explosive situation. Beth Owens is a Trust Officer at American National Bank & Trust, and an expert on the role a corporate trustee can play and how they can work to make complex and high-value easier to manage. Beth explains the best time to consider bringing in a corporate trustee, the situations they work best in...2023-02-0116 min
Legally ContentedThis lawyer's podcasts nurture his referral relationships and build his brand - John StrohmeyerIn this episode, Wayne Pollock, the founder of the Law Firm Editorial Service, interviews John Strohmeyer, proprietor of Strohmeyer Law, an estate planning, tax, and probate law firm in Houston. John is the host of two podcasts that serve different functions. The first, Five Star Counsel, answers the question, "What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like?" Before law school, John was Night Manager of the Four Seasons Hotel in Austin, Texas, where he received a crash course on best practices for client service. This podcast helps h...2023-02-0156 min
No Unfinished Business PodcastThe Basics of In-Home Care Management w/ Laura CookAs we plan for loved ones aging, families have as many options as they do questions when it comes to care management at home. Whether your family member or client is currently in need of care, or you're just thinking about the future, you need to know what levels of service exist, and when to start considering in-home care. Our guest is Laura Cook, VP of Strategic Partnerships at Family Tree Private Care. Laura breaks down the many options available to people with all kinds of needs. Nowadays, many services that used to only exist in facilities...2023-01-1319 min
No Unfinished Business PodcastWhat You Need to Know About the Corporate Transparency Act (CTA)Do you own or advise a corporation, limited liability company (LLC), limited partnership, limited liability partnership, limited liability limited partnership, or business trust? If so, be alert. There’s a new federal filing requirement coming. The Corporate Transparency Act is Coming - what is it? Back in 2021, Congress passed a new law called the Corporate Transparency Act (CTA) that requires corporations, LLCs, and other business entities to provide information about their owners to the Department of the Treasury as part of a government crackdown on corruption, money laundering, terrorist financing, tax fraud, and other illicit ac...2023-01-0446 min
No Unfinished Business PodcastWhen and Why to Review Beneficiaries w/ Elizabeth KusmiderIf you are an advisor from attorney to CPA to financial advisor, you need to consider periodic or event-based beneficiary reviews across your clients' portfolios. There are major benefits from these reviews of beneficiaries and insurance policies that may uncover other financial opportunities (for you and the client) and huge potential pitfalls for your clients or their families. Our guest is Elizabeth Kusmider, Director of Strategic Life Marketing Initiatives at EMG Insurance Brokerage. She shares her expertise on how and when incorrect beneficiary designations can wreak havoc on clients' plans, and how you can help them avoid...2022-12-2213 min
No Unfinished Business PodcastMaximizing Value with Life Settlements w/ Tama Brooks KlosekDo you or your client have a life insurance policy that has makes increasingly less sense? Perhaps your circumstances have changed, the costs have gone up, or you just want to have cash instead. Don't let a life insurance policy lapse or be surrendered without learning about Life Settlement and whether that policy qualifies. Life Settlement Market you can sell your life insurance on an exchange for a price between the cash surrender value and the death benefit payout amount. Our guest this week is attorney and life insurance expert Tama Brooks Klosek. She has been...2022-12-2022 min
Adventures In Legal TechBuilding a Customer Service-Focused Law Firm with John StrohmeyerIn this episode, I talked with a real lawyer who built a customer service-focused law firm, John Strohmeyer. John discusses customer service for law firms, including the technology required to provide excellent, high-level customer service. He talks about the importance of customer service and how it can benefit a law firm. In the conversation, John describes how his experience working at the Four Seasons Hotel influenced his decision to start his own law firm. He explains that he saw how the hotel treated its customers and wanted to bring that same level of service to...2022-12-1629 min
No Unfinished Business PodcastThe Top 5 Pitfalls in Real Estate Transactions w/ Cassie McGarveyIf you've ever bought or sold real estate, you know that risks and complexities abound. Whether you are investing in real estate or purchasing your own home, there are some simple, straightforward rules of thumb that will help guard you from the most common mistakes that people make in the process. Our guest is real estate attorney Cassie McGarvey, Founder & Principal at McGarvey PLLC. She joins to give us her top five most common pitfalls in real estate transactions. We'll cover: 1. Never buy without a title company or without title insurance. Title companies ensure that...2022-11-2926 min
No Unfinished Business PodcastUnderstanding Succession Planning w/ Stephen CatonFamily-owned businesses present huge and unique challenges when it comes time to pass the business on. Without a succession plan in place, those challenges can create enormous conflict for families - usually the exact opposite of the founder's intent. Our guest this week is Steve Caton, Managing Partner at Patron Partners, LLC. He has over 35 years experience creating and implementing succession plans for businesses, and he joins us to explain why they're important, how they work, and how you should talk about these plans to your clients. He'll cover the two main goals of succession p...2022-11-2316 min
No Unfinished Business PodcastHelping Clients Overcome Estate Planning Paralysis w/ Justin MillerClients often become their own roadblock to success. Professional advisors and attorneys often have trouble getting clients to do things like finalize their documents, make tough decisions, update old documents, or just set their beneficiary designations. If this sounds familiar, we've got tips for you. Our guest this week is Justin Miller, attorney, professor, and Partner and National Director of Wealth Planning at Evercore Wealth Management. Justin joins us to drop a slew of tactics and strategies for motivating your clients to get out of their own way and get their planning done. You want...2022-11-2136 min
No Unfinished Business PodcastEstate Planning After the Ink Dries w/ Griffin BridgersHow do we dispel the notion that estate planning is a one-time, single-document endeavor? How can we effectively serve clients who have no immediate estate planning drafting need, especially when the billable hour model may discourage the entire process? Griffin Bridgers is an attorney, educator, and thought leader in the estate planning, tax, and wealth management spaces. Griffin is the owner of Bridgers Wealth Strategies and practices law part-time in Colorado. He joins us to detail all the ways that estate planning goes beyond the typical documents, and the myriad issues that clients need to address beyond...2022-11-1818 min
Ditching HourlyJohn Strohmeyer - Packaging And Selling Legal Services On A Fixed-Fee BasisProprietor of Strohmeyer Law, John Strohmeyer, joined me on Ditching Hourly to talk about why he left a big hourly law firm to start his own practice and how he packages and sells fixed-fee legal services to avoid trading time for money. John's bio:John Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston, where he guides individuals through the maze of estate planning, tax, and probate law to help them leave no unfinished business.John is board certified in both Tax Law and Estate Planning and Probate Law by the Texas B...2022-11-1555 min
No Unfinished Business PodcastAvoiding Conflict Between Trustees and Beneficiaries w/ Chris BurtDo you have a client who's a beneficiary of a trust? Are you or your client a current or future trustee? Are you a fiduciary who's dealt with beneficiaries of all sorts? Our guest, Chris Burt, attorney and Shareholder at BoyarMiller, joins us to deliver some great tips on avoiding the pitfalls that lead to conflict in a trustee/beneficiary relationship. Chris has years of experience in this field, and has broken down tips for improving this dynamic on both sides. Unsurprisingly, the keys to success here are communication and transparency. Let's detail it a b...2022-11-1117 min
Five Star Counsel PodcastManaging the ForestWhat does it mean to have "your process"? How do you make sure that everyone on your team knows what to do, and when to do it? We're getting in the weeds on how to set up your practice so you know what's happening with all of your clients, at a glance. The reason we're spending the time on this is to make sure that everybody on your team knows where every client is at their particular stage in the process. Most of us will have many more than just one client, and we need to be...2022-10-2714 min
Five Star Counsel PodcastYour Firm's VALUESWhen we think about the three-legged stool that makes up each of our practices, we think about the owners (which is probably you listening to this podcast right now), our employees (the staff who helps us build this), and our clients (the people we are serving) We first talked about our vision, which is what guides us as the owners of the practice in what we're building. VALUES are what our employees will use to guide their actions on a daily basis. Think of values as how you build culture - culture is how you...2022-10-0712 min
Five Star Counsel PodcastYour Firm's VISIONThe first three modules of the Five Star Bootcamp address three core building blocks for your firm's success - your firm's VISION, VALUES, and MISSION. This episode covers your firm's VISION. Your Vision is guidance for you, the owner. What are you building towards? This will guide your behavior as you build your practice, even if it's just a practice inside a larger firm. This may seem very obvious and fluffy, but we're here to set out where you, as the leader of your practice, are going. That practice may be o...2022-10-0510 min
Five Star Counsel PodcastFive Star Bootcamp - The Five Star Method and What Service ISN'TWe're thrilled to be starting our 7-week bootcamp for your firm’s service, all based on the grand unifying theory of Five Star Counsel. This first module is a high-level overview of our approach to client service, why great service crucial in today's legal market, and how to think of your firm as a three-legged stool - something we'll be incorporating in every future episode. Most small/solo firm owners know they have room to improve their service, but determining how and where to begin is tough. John explains how we can look to amazing service companies like Four Seasons or D...2022-10-0315 min
No Unfinished Business PodcastStopping Embezzlement Before It Starts w/ Mark MurrahShould you be concerned about embezzlement within your company? Are you certain your financial processes are secure? Can you imagine the devastation it might cause? Nobody likes to think it could happen to them, but embezzlement and misappropriation of funds can happen on any scale, in any sized firm. Luckily, we have some straightforward ways we can identify or prevent it before it starts. Our guest is corporate attorney Mark Murrah, who has years of experience preventing, spotting, and cleaning up after corporate embezzlement. Mark gives us some real world warning signs of...2022-09-2327 min
No Unfinished Business PodcastAdvising Women Through Divorce w/ Molly WardWomen have unique issues during and after a divorce - not that men don't have this, but on the aggregate, women are hit especially hard. What are these issues, and how can you, as an advisor, help address them? Molly Ward is a Certified Divorce Financial Advisor (CDFA), and has years of experience guiding women through divorce and other financial planning matters. Molly explains why divorce attorneys can't get this done alone. They need other experts on financial matters, depending on the complexity: therapists, CPAs, CDFAs, valuation experts, financial advisors, forensic accountants, and trust & estate a...2022-09-0720 min
Five Star Counsel PodcastSeason 2 TEASERAs you know, we’ve been on a little break while we put together the next season of the show, and we’re super excited to share a sneak preview of what you can expect when we have our new episodes at the end of September. Season 2 will be different than what you’re used to. We won't have any guest interviews, and no cheeky diversions (well, maybe a few). This is going to be a 7-week bootcamp for your firm’s service, all based on the grand unifying theory of Five Star Counsel. John will get into the basic outlin...2022-09-0105 min
No Unfinished Business PodcastCrypto and Tax Planning: What You Need to Know w/ Matt MetrasAre you an advisor whose eyes glaze over when your client starts talking about their crypto portfolio? Don't know where to start when thinking about their crypto tax liability? Our guest, Matt Metras, is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He's here to clear up some misconceptions and challenge some notions about how the IRS views crypto assets. We also have a little fun playing off a colleague's crypto Twitter takes. 😎 Crypto is constantly changing and des...2022-08-1832 min
No Unfinished Business PodcastAppraising and Planning for Collections w/ Jennifer JonesDo you or your client have a collection, artwork, or valuable that you're not sure how to valuate? What's the right process for insuring it or addressing it in an estate plan? Our guest, Jennifer Jones, is the SVP/Senior Director of Trusts, Estates and Valuations at Phillips Fine Art Auctioneers. She knows all there is to know about appraising and planning for art and collections. She's here to give you the critical info you, as an advisor, need to know to help your clients deal with their valuable collections. She starts with a simple...2022-08-1225 min
No Unfinished Business PodcastProtecting Your Clients' Anonymity and Security w/ Jim MottolaWe know that certain clientele warrant certain privacy considerations. These days, it's increasingly hard to actually keep someone's name, address, contact info, or even asset data away from the public online. Whether it's you personally, your high-net-worth client, or even your child or grandmother, sensitive and personal data is available to almost anyone - so how do we deal with that? Jim Mottola of Porzio CS is here to offer some guidance. Jim was a Special Agent with the Secret Service for 26 years, and now serves as Vice President of Data Privacy, Investigations and Security for Porzio...2022-07-1925 min
No Unfinished Business PodcastWhat Advisors Need to Know About Medicaid and Medicare w/ Angela OdenskyWhat you *don't* know about Medicare and Medicaid could be a dangerous blind spot when advising certain clients. The maze of Medicare and, particularly, Medicaid options out there can be dizzying, but we want to get you knowledgable enough to competently help your clients who use these services. Angela Odensky of Odensky Law is an expert in planning for elder and long-term care. She joins us to explain the differences in Medicare and Medicaid, how common Medicaid programs work, and for whom. We even get into the financial pros and cons of certain Medicaid options, and what...2022-07-1223 min
No Unfinished Business PodcastAdvising for Dental Professionals w/ Boyd ShepherdWe know that specific professional clients have even more specific needs, concerns, and behaviors. Dental professionals are no exception. So what do you need to know to advise them like an expert? Our guest this week is Boyd Shepherd, founder of Legal Dental. Boyd started his career as a dentist, and eventually transitioned to practicing law, focusing his specialty on helping dental professionals with their particular legal issues. Sitting in the Venn diagram overlap of attorneys and dental practice, he's found a successful niche practice, and has loads of great insight and tips...2022-07-0624 min
No Unfinished Business PodcastHow to Protect Your Clients' Digital Assets w/ Lee PoskanzerMost professional advisors know that digital assets are a growing consideration for clients looking to plan for their futures and estates, but there's a lot that goes into protecting a client's digital goods. Lee Poskanzer of Directive Communications joins us to discuss how you can approach the process of planning for a digital estate, and the myriad issues that often arise. Digital assets play by different rules than a lot of physical or financial assets, and they're often hard to find, hard to access, or designed to be difficult to transfer, even as part of...2022-06-2823 min
Five Star Counsel PodcastEPISODE 100! Season 2 Preview & Season 1 RecapIt's Five Star Counsel's 100th episode! We're amazed and thrilled to have shared the last 100 shows with you. We've had truly incredible guests, and we hope you've learned a whole lot along with us. We've used our time thus far to talk through John's big ideas on service, get inspiration and guidance from smart people in the legal field, and continue our quest to help imagine the kind of firm the founders of Amazon, Disney, and Four Seasons would build. We'll recap some of our favorite episodes, and main guideposts, and then give a...2022-06-2814 min
No Unfinished Business PodcastDemystifying Employment Law Issues w/ Brett HolubeckIn our continuing quest to enlighten you, a professional advisor, and eliminate your blind spots, I've asked labor and employment law attorney Brett Holubeck of Fisher Phillips to join us. Brett is here to help demystify the common issues we encounter regarding employment law and explain the big points we need to know about this area of the law. There are many ways that advisors can run into employment law issues, and the laws around these issues are constantly in flux, in ways I wasn't aware of. We get into the nuances of em...2022-06-2122 min
The 80/20 Principle206: Exceptional Client Service (with John Strohmeyer)If you want a high-level practice, you need high-level clients. The first step is making sure you can deliver exceptional service. John Strohmeyer joins me to talk about how to do that, which he first learned before law school when working as a manager at a Four Seasons hotel. How did that experience help him in his law practice? Listen and find out. Show Notes Strohmeyer Law website 5 Star Counsel (John's podcast about customer service lessons for lawyers) Commanding the Table (documentary about Commanders' Palace restaurant) Check out my 2-page outline: Digital Automation (how to use technology better to create a...2022-05-3156 min
Five Star Counsel PodcastFive Star Listener Q&AJohn is back, delivering some fun, quick-hitting tips, tackling a host of great listener questions. How do you respond to clients who want to go to the front of the line and skip your normal intake process? How to respond when you've screwed up? You mentioning Disney and Four Seasons makes sense when discussing service, but why do you include Amazon? Do you have any tips on creating internal training materials? How often do you follow up with potential clients after an initial contact/call? How rigid...2022-05-0331 min
No Unfinished Business PodcastEverything You Need To Know About TrustsWelcome back to the No Unfinished Business Podcast. This week, I want to give you a breakdown on trusts. Many clients (and even some planning professionals themselves) have misconceptions about how trusts work and what they can and can't do. They're not magical money-hiding shelters, but they are powerful tools that can direct money to go exactly where and to whom you want it to. And with the right planning, this can result in some big tax savings. Talking about trusts isn't the most earth-shatteringly exciting thing in the world, but it's 30 minutes w...2022-04-2928 min
Five Star Counsel PodcastFive Star Recap - Episodes 81-89This week, we're once again taking a look back at the last nine episodes of the show, recapping the main points, and adding a little more perspective and discussion. We've had such great guests, and want to really sink these lessons and takeaways in, and give you a chance to hear the main points on any episodes you might have missed. 81. The Art of Email Delegation w/ Lizzy Brooks 82. Email Delegation for Attorneys w/ Maddy Martin, Jess Birken, and Tyson Mutrux 83. Finding Your Email Solutions w/ Jess Birken 84. Delivering Real Value with...2022-04-1924 min
Profit with Law: Profitable Law Firm GrowthReplay - Maximizing Client Experience with John Strohmeyer - 307Send us a textShownotes can be found at https://www.profitwithlaw.com/307. As a lawyer, you might think your main job is to guide your clients through complicated legal paperwork and proceedings. But while clients come to you for your technical and legal expertise, they’re also expecting a certain level of client experience. In this episode, John Strohmeyer of Strohmeyer Law PLLC joins us. He discusses the importance of client experience. John also goes above and beyond as he also shares his simple practices to keep his clients satisfied. Fin...2022-04-1444 min
No Unfinished Business PodcastWelcome to No Unfinished BusinessWelcome to the No Unfinished Business Podcast! There are a thousand different ways your clients can leave unfinished business, but no single advisor can address every issue. Let's face it, even after decades in a particular practice, you still have blind spots that your professional training and experience can't address. We're here to help professional advisors focused on individual clients - like attorneys, CPAs, and financial advisors - identify and eliminate those planning blind spots so you can speak competently and confidently to your clients and help them leave No Unfinished Business. We'll also help...2022-03-2103 min
Five Star Counsel PodcastFive Star Listener Q&AIt's time for our listeners to get their burning questions answered! John delivers some fun, quick-hitting tips, tackling a host of great listener questions ranging from tech tools to gifting to Web3 to John's penchant for The Dillinger Escape Plan. As we mention at the end of the episode, if you have questions for our next Q&A episode, please send those our way at john@fivestarcounsel.com or on any of our social channels! ----- FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors...2022-02-0831 min
Five Star Counsel PodcastFive Star Recap - Episodes 70-78This week, we take a look back at the last nine episodes of the show, recap the main points, and give a little more perspective and discussion. We've had such great guests, and want to really sink these lessons and takeaways in. Join us for some quick-hitting breakdowns and service wisdom. We break the episodes down thusly. Workflow/Management/Employee Ops 70. Nailing Your Interview and Hiring Process w/ Molly McGrath 71. Training Your Staff for Tech Proficiency w/ Alicia Pierre 73. The Eight Layers of Legal Cybersecurity w/ Tom Lambotte 76. Reimagining Your...2022-02-0131 min
Five Star Counsel PodcastFive Star Counsel Coaching Session w/ Greg SteeleFor the first time on this program, we're turning the tables a bit and inviting our guest to receive live feedback and consultation from John on their firm's client service systems and overall philosophy. This week on Five Star Counsel, we're talking with Greg Steele of Greg Steele Law in Anderson, SC. Greg has some unique challenges as both a small-town Family Law attorney, and as a court-appointed Guardian ad Litem. Greg has done a great job with his growing practice, and John's going to help him really tighten his focus and bring some clarity t...2022-01-2632 min
Solo de FactoMoving the Needle - John Strohmeyer - Episode # 016Today’s guest has gone from being a night manager at the Four Seasons to being the Proprietor at Strohmeyer Law PLLC. John Strohmeyer is also the host of the 5 Star Counsel podcast. He joins host Kory Underdown to discuss best practices for solo attorneys, such as making sure to focus on what’s important to your clients rather than spending money on fancy artwork for your office. Takeaways You don’t need to go over the top for your clients. You need a service that makes you different from others but you don’t need to g...2021-12-2137 min
Solo de FactoMoving the Needle - John Strohmeyer - Episode # 016Today’s guest has gone from being a night manager at the Four Seasons to being the Proprietor at Strohmeyer Law PLLC. John Strohmeyer is also the host of the 5 Star Counsel podcast. He joins host Kory Underdown to discuss best practices for solo attorneys, such as making sure to focus on what’s important to your clients rather than spending money on fancy artwork for your office.
Takeaways
You don’t need to go over the top for your clients. You need a service that makes you different from others but you don’t need to g...2021-12-2137 min
The Law EntrepreneurFocusing on What Clients Want with John StrohmeyerStarting your own practice isn’t something they teach in law school. Join me as I sit down with legal professionals to hear firsthand accounts of just how they did it. In this episode, Neil and John discuss:Transferring the lessons from The Four Seasons and Disney to your business. Focusing in on what most of your clients want. Hiring for your firm before individuals have graduated law school and passed the bar. Answering your clients questions, and training your employees. Key Takeaways:You don’t need chicken soup and cold med...2021-12-2047 min
Five Star Counsel PodcastFSC REWIND: Setting Our Service StandardsWe're on a brief break this week after the holiday, but we still want to give you something to think about (or revisit) in the mean time, especially if you missed it the first time around. Check out John's take on setting your firm's standards. You have standards and expectations for service in your personal life - shouldn't your firm have standards too? By formalizing these standards, you can ensure great service and communication, and make things easier for clients and within your firm. When we understand our own business models, our processes, and our desired outcomes...2021-11-3017 min
Five Star Counsel PodcastFSC REWIND: Values, Culture, and StandardsWe're on a brief break this week, but we want to give you something to think about (or revisit) in the mean time, especially if you missed it the first time around. Here's John's take on the importance of your firm's values, culture, and standards. Client service should stem from an overarching goal or philosophy. Our firms' values, standards, and ideal culture are the starting points that guide our service. If those are wrong, or undefined, or ignored, then our service will follow. John walks us through the basic ideas, and explains how you can start defining...2021-11-0918 min
Lawyers Who CareJohn Strohmeyer - Trusts and Estate Planning - Lawyers Who Care with Andrew SamalinAndrew Samalin interviews John Strohmeyer, Founder of Strohmeyer Law. His practice focuses on taking care of individuals and their planning issues, which take a number of forms. Connect with John StrohmeyerLinkedIn: https://www.linkedin.com/in/johnthelawyer/Website: https://www.strohmeyerlaw.com/john-r-strohmeyer-houston-attorney/Twitter: https://twitter.com/johnthelawyerConnect with Andrew SamalinWebsite: https://samalinwealth.com/Email: Info@SamalinWealth.com2021-11-0414 min
Law Firm Growth PodcastWhat Management at the Four Seasons Hotel Can Teach you about Meaningful Client Service with John Strohmeyer>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.Resource Links:Check out John’s recommended episode of his Five Star Counsel Podcast hereLearn how to close more online leads and create better client experiences with our Double Your Case Files MasterclassEstate planning attorney? Create stellar client experiences for more prospects when you use our growth system Seminar 3.0Just how important is good client service for law firms?If you ask attorney John Strohmeyer, he would argue that standout client service is absolutely essential for a pr...2021-10-2635 min
Five Star Counsel PodcastFive Star Service EssentialsThroughout the first year in our podcasting journey, we've learned a lot from our guests, and our core tenets have been honed and adjusted. We thought we'd take this time to refresh our growing audience on the essentials, and talk about the core concepts of Five Star Counsel that have come into even clearer focus. We'll discuss our show's goals, our definition of service, how to think about your product, and how to think of your service holistically across your business. We'll also discuss the spectrum of tech and humanity that should drive your service, an...2021-10-1234 min
Wealth and LawTax Talk With John Strohmeyer
This week Brent joins John Strohmeyer on John’s show, Tax Talk, to discuss the House Ways & Means Committee tax proposals, changes to estate planning, and what to expect in the future. They cover the proposals on the estate tax exemption, changes to the treatment of grantor trusts, what they are advising their clients to do now, and much more.
John Strohmeyer is the owner of Strohmeyer Law PLLC, in Houston, Texas. After earning his B.S. in Zoology from the University of Texas at Austin, John spent four years working for the Four Seasons Hotel in Au...2021-09-2223 min
Lawyers With LivesE32 - Customer Service as a Hobby with John StrohmeyerIn this episode of the Lawyers With Lives podcast, Houston, Texas Estate Planning Attorney John Strohmeyer (Strohmeyer Law) joins Attorney Steven Lefkoff (Lefkoff Law) to discuss two of his hobbies - customer service as a business owner and making his own unique LEGO creations.
Check out John's podcast Five Star Counsel here: https://strohmeyerlaw.libsyn.com/1-what-is-service2021-09-0926 minProfit with Law: Profitable Law Firm GrowthMaximizing Client Experience with John Strohmeyer - 244Send us a textShownotes can be found at https://www.profitwithlaw.com/244. As a lawyer, you might think your main job is to guide your clients through complicated legal paperwork and proceedings. But while clients come to you for your technical and legal expertise, they’re also expecting a certain level of client experience. In this episode, John Strohmeyer of Strohmeyer Law PLLC joins us. He discusses the importance of client experience. John also goes above and beyond as he also shares his simple practices to keep his clients satisfied. Fin...2021-09-0944 min
BE THAT LAWYERJohn Strohmeyer: Going Above and Beyond in Customer ServiceIn this episode, Steve Fretzin and John Strohmeyer discuss:Recognizing how lawyers and law firms are different from other types of companies.Definition of customer service for a law firm. Minimize the things that don’t help you solve the problem your clients bring to you.Take care of your referral partners with exceptional service as that is where your primary business comes from. Key Takeaways:We are all selling some sort of product and it is, primarily, one of three flavors: stuff, results, or entertainment and fun. Understanding what type of business you are c...2021-08-2328 min
Five Star Counsel PodcastAsking the Right Questions and Building Rapport w/ Brock HendricksWhen you get on an initial call with a new client, do you know what questions you must have answers to by the end of that call? How much time do you spend building rapport and understanding? In this episode, we're talking with Brock Hendricks, and he'll share how the best practices of premium sales and service can help your legal team focus on the right clients. Now, Brock's background is about as far from the legal industry. He's the top Premium Salesperson for the Staples Center, home to the NBA's Los Angeles Lakers and Clippers, the W...2021-07-0130 min
Five Star Counsel PodcastDealing with Burnout and Work-Life Balance as an Attorney w/ Sherry WallingAre you a firm owner with feelings of burnout? Are you an attorney with work-life boundary issues? It's so common and easy for us attorneys to let our mental health take a backseat to our work and our businesses. Dr. Sherry Walling helps smart people do hard things. She is a clinical psychologist, speaker, podcaster, angel investor, entrepreneur, yoga teacher, and mental health advocate. Her company, ZenFounder, provides mental health-related resources to leaders and entrepreneurs as they navigate transition, loss, conflict, or any manner of complex human experience. Sherry joins us to help navigate the me...2021-06-2829 min
Five Star Counsel PodcastAvoiding Grievances with Great Service w/ Lisa GonzalezDoes the idea of sitting before a state bar grievance panel sound like a fun time? About as much fun as a root canal or an IRS audit, right? But what can we do to help avoid grievances altogether, even from those high-maintenance clients? Lisa Gonzalez is a defense attorney and Associate Judge who served as a member of the State Bar of Texas Grievance Panels. We'll spend a few minutes going through the grievance process in Texas. Now, you may not practice in Texas like me, but these lessons - and these pitfalls - a...2021-06-2535 min
Five Star Counsel PodcastDitching the Billable Hour w/ Jonathan StarkWhat could your business be like if you were no longer chained to the billable hour? Do you think your business model is even feasible without the billable hour? Does making the leap away from hourly billing sound terrifying? Stupid? Suicidal? Jonathan Stark is a former software developer who is on a mission to rid the world of hourly billing. He wrote Hourly Billing Is Nuts, hosts of the Ditching Hourly podcast, and writes a daily newsletter on pricing for independent professionals. We've talked about the importance of being an expert, and how it's less...2021-06-2239 min
Five Star Counsel PodcastYour Great Service IS Your Marketing (and Vice Versa) w/ Jordan OstroffGreat client service is the bedrock of great marketing. It's the core of the snowball of referrals, reviews, and happily returning clients. Legal marketing specialist Jordan Ostroff of LegalEase Marketing and Jordan Law Fl joins us today to connect the dots between our marketing strategies and our client service standards. When we understand what our clients' actual goals are - moving the needle on a divorce, a recovery, or a lawsuit - we can combine that goal with our empathy and understanding to better market our services, with a focus on solutions. We discuss how l...2021-06-1829 min
Five Star Counsel PodcastSucceeding with Your Own Online Course w/ Stephen LadekAre you thinking about building a course for clients, colleagues, or your own employees? Where do you start? How do you even approach what can be a huge undertaking? Stephen Ladek of LMS Pulse joins us - he's an e-learning expert with loads of experience in the structural design of courses, testing of skills, and e-learning tech. He's got a unique take on e-learning, and has some really great advice on how lawyers can use different methods and platforms to achieve their goals, and some concrete ways to get your course off the ground. 2021-06-0129 min
Five Star Counsel PodcastManaging Stress to Maximize Productivity w/ Olivia VizacheroWhat if your head wasn't full of stressful thoughts all day? How would it change your work? How would it change your approach to clients, judges, employees, challenging situations? This week we're joined by Olivia Vizachero, the Less Stressed Lawyer. She's here to discuss stress management, understanding what truly causes your stress, and helping us clear the negative emotions so we can make a plan of action in stressful situations. Ultimately, our own thoughts cause our emotions and stress, and with a little practice and guidance, we can control those thoughts and avoid things procrastination and overcome...2021-05-2729 min
Five Star Counsel PodcastHow and Why to Implement Lead Scoring Using Data w/ Paul KortmanNot all leads are created equal. What if you could use technology and data to qualify, predict, and automatically parse out the bad from the good from the great potential clients? With a combination of human sense, digital data, and a little bit of setup, you can have a powerful, time-saving system for scoring your leads. Friend of the show and automation expert Paul Kortman returns to explain the concept of lead scoring, and how lawyers can use their existing client management systems and marketing platforms to create valuable analytics. Find Paul at https://connex.d...2021-05-2024 min
Five Star Counsel PodcastReducing Client Anxiety and Friction with Marketing w/ Gyi TsakalakisYour service and your marketing are intertwined much more than you think. Your marketing tells clients what to expect, who you are, and how you operate. That expectation sets the stage for your actual service delivery. Gyi Tsakalakis of AttorneySync joins the show to explain how you can reduce client anxiety, friction, and uncertainty with your marketing - and gain new clients by doing so. - Your marketing explains your unique qualifications and whether that's what the client needs - High stress situations warrant clarity and respect, and your marketing efforts should show that 2021-05-1823 min
Five Star Counsel PodcastBuilding a Legal Subscription Service w/ Dan LearYou might think the billable hour is your only option. You might think that legal subscriptions will be an easy ticket to free, passive income. You might think your practice isn't even suited to subscriptions. Dan Lear of Gravity Legal joins us to challenge all those assumptions about subscriptions, and give you tips on how you can make them a reality in your practice. We discuss: - Why you're really not locked into the billable hour - How subscriptions work with different law practices and focuses - How subscriptions can change...2021-05-1428 min
Five Star Counsel PodcastInterviewing, Hiring, and OnboardingGreat service and growth starts with your firm's team. The way you screen and attract applicants, and ultimately hire and train your team shapes the entire customer dynamic. Get some invaluable tips on the interviewing, hiring, and onboarding process for your employees - an even a few things to think about from the applicant side. FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/15756160192970552021-05-1023 min
Five Star Counsel PodcastMastering Consistent Marketing w/ Chelsea WilliamsIs your marketing plan a slot machine or a vending machine? Are you just tossing money at marketing efforts hoping to strike gold? Or do you know what results you'll get every time? Chelsea Williams of Core Solutions Group brings knowledge from the accounting & tax world to discuss some really powerful ways to critique your marketing strategy, make incremental improvements, and track your data. Stick around for some great intake chat (filters are good!) and KPI pitfalls to avoid. Find Chelsea at https://www.yourcoresolution.com/ or on their Instagram @core_solutions_group2021-05-0629 min
Five Star Counsel PodcastBuilding a Great Course to Serve New Clients w/ Joey VitaleBuilding out a legal-focus course sounds great, right? A couple hours of work, and the checks keep coming in! Well, not to burst your bubble, but there's a lot more to it than that. You first have to consider WHY and FOR WHOM you're even making it - then get into the details of making, marketing, and sustaining a course. Trademark attorney Joey C. Vitale gives us A TON of invaluable secrets for creating, marketing, and launching a course that actually moves the needle for your clients and continues to sell. There's a whole tier of potential...2021-05-0334 min
Five Star Counsel PodcastDesigning Your 'Win the Day' Checklist w/ Jess BirkenYour to-do list is never-ending, and it's really easy to get down on yourself for not clearing it (or for not even making it in the first place). Priorities change, new work comes up, and life gets in the way, bogging you down. Making a simple list of limited things you can and must do in your day can help ground you and achieve real, tangible progress with small tasks and lofty goals alike. Jess Birken of Birken Law explains how she adapted this approach for herself, and how other firm owners and attorneys can e...2021-04-2926 min
Five Star Counsel PodcastEmbracing Your Personality and Humor w/ Lianna PatchAs lawyers, we have so many self-imposed limits on our communication, especially about showing personality or humor. We fear the air of informality will make us look unprofessional or immature. But, clients don’t want to deal with a robot! Empathy and humor ASSUME trust, so why not use that to your advantage with your clients? Copywriter and comedian Lianna Patch joins us to give us all the reasons we should be injecting humor and humanity into our communication - and finding the right balance for your practice. Plus, learn some great tips on how to...2021-04-2623 min
Five Star Counsel PodcastIncreasing Your Speed to Expert w/ Maddy MartinGreat client service requires making the client's process as easy and efficient as possible. We should aim to minimize the time it takes for prospective clients to go from first contact to face-to-face expertise from you. Our friend Maddy Martin of Smith AI joins us to discuss the ways to increase that "speed to expert," and why it benefits both you and the client. Find Maddy on Twitter or LinkedIn. FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/1575616019297055 2021-04-2026 min
Five Star Counsel PodcastAutomating Your Documents and The Future of Legal Products w/ Dorna MoiniHand-drafting your documents is rarely a great use of your time. You need to be automating this stuff - and you can do it without knowing a lick of code! Our guest Dorna Moini co-founded Documate to help attorneys automate their own most common documents with custom, logic-driven workflows, all without needing to code yourself. Making our service delivery more efficient AND more consistent is double-win. Since then, Documate has also become a platform for legal practitioners to create and market their own automated legal products, without needing to be coders themselves. We had a great chat a...2021-04-1926 min
Five Star Counsel PodcastFinding & Developing Your Practice Niche w/ Emily AlbrechtAttorneys often fear specializing and drilling too deep with their focus, concerned that they'll miss opportunities and steady work. But casting too wide a net carries just as much downside: you stretch too thin, taking on work you're not the best at, and probably don't love. Finding a practice niche can create expert status, steady referral streams, perfectly suited clientele, and hopefully, more fulfilling work. Our guest, Emily Albrecht, has developed a very unique niche, funeral law, and she shares her story and the myriad ways that a great niche can transform your...2021-04-1526 min
Five Star Counsel PodcastFocusing on Your Highest & Best Use w/ Talitha Gray KozlowskiYou can't deliver great service if you don't have time. And you won't have time if you're constantly juggling fifty tasks by yourself. Talitha Gray Kozlowski of LAWCLERK joins to talk about finding your highest & best use, making that your focus, and finding ways to remove the work that isn't. With solo & small law firms, figuring out what you can and should get off your plate, especially without staff, isn't easy. Automation, delegation, and outsourcing can get a lot of your work 80% there (especially the repetitive, time-sucking minutia) - and that's a huge win for your productivity. A...2021-04-1322 min
Five Star Counsel PodcastStructuring Communication with Clients w/ Colin LeyHow often do you hear clients complain that they don't know where their matters stand or what's happening next? Keeping your clients informed is a crucial component of your service, and it saves us time and headaches too. Clients deserve to know where they are in their legal process, what to expect next, and to have clear instructions. But how do we find the time to give our clients all this info? We can't custom draft it all by hand - we need structure at a minimum, and automation at best. Lawyer-Human® Colin Ley gives us the l...2021-04-0824 min
Five Star Counsel PodcastValues, Culture, and StandardsClient service should stem from an overarching goal or philosophy. Our firms' values, standards, and ideal culture are the starting points that guide our service. If those are wrong, or undefined, or ignored, then our service will follow. John walks us through the basic ideas, and explains how you can start defining and implementing these concepts in your firm. FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/15756160192970552021-03-2918 min
Five Star Counsel PodcastThe 3 Main Bottlenecks in Your Law Practice w/ John GrantEvery firm has its own unique challenges, but this episode focuses on the three biggest choke points that we see across law firms. These three points, while broadly defined, are what prevent firms from growing and efficiently serving our clients. Our guest, John Grant, the Agile Attorney, pulling from lean methodology, helps us identify these bottlenecks, and how we can address these roadblocks to success in ways that works for our firms. Find John Grant at https://www.agileattorney.com/, LinkedIn, and on the forthcoming Agile Attorney Podcast. FiveStarCounsel.com Get our FREE...2021-02-2733 min
Five Star Counsel PodcastManagement IS ServiceIt's time to reframe your management approach to incorporate great service to your employees. This pays so many dividends in the long run: team morale, work ethic, efficiency, and more. In turn, all of that flows down to your clients as well. John discusses ways to make your firm a place your EMPLOYEES rave about. FiveStarCounsel.com Get our FREE client service whitepaper!2021-02-0229 min
Five Star Counsel PodcastThe Future of Legal Tech and Service w/ Jack Newton & George Psiharis of ClioJack Newton and George Psiharis spend a lot of time thinking about the future of the legal profession – as CEO and COO of Clio, it drives what they do and directs their company goals. John spoke to them both on the heels of the recent Clio Cloud Conference about the future of the tech/service dynamic. We discuss Clio’s approach to legal tech as a way to bolster firms’ ability to deliver great service – and recognizing service itself as a key differentiator in the marketplace. Follow @jack_newton and @GeorgePsiharis on Twitter FiveStar...2021-01-2626 min
Five Star Counsel PodcastProgressing Through Business LevelsIt's hard to know where to start improving your business sometimes. This week, we'll build on our Four Stages of Business, and help you figure out where to focus your efforts based on what stage you're at. We'll also tackle how you need to tailor your actions for appropriate risk and ROI, with client service in mind. FiveStarCounsel.com Get our FREE client service whitepaper! Catch John speaking LIVE at Law Firm Growth Summit 2021, and help future-proof your law firm! Go to https://www.lawfirmgrowthsummit.com/fivestarcounsel2021-01-2530 min
Five Star Counsel PodcastSelectively Breaking the Lawyer Mindset w/ Moshe AmselThe lawyer mindset makes attorneys great at their jobs - questioning, pessimistic, risk-averse - but it can make for huge roadblocks to building a successful firm and innovative client service. Moshe Amsel of Profit With Law and The Law Firm Growth Summit joins to discuss this mindset and how we can reject it selectively to benefit our business. Find Moshe on the Profit With Law Podcast Catch John speaking at the 2021 Law Firm Growth Summit! FiveStarCounsel.com Get our FREE client service whitepaper!2021-01-0434 min
Five Star Counsel PodcastThe Four Stages of BusinessYour firm's business is an evolving entity, progressing along a continuum. John explains the four stages of business, helps you determine where your firm sits on that continuum, and explains what that means from a service and growth perspective. FiveStarCounsel.com Get our FREE client service whitepaper!2020-12-2829 min
Five Star Counsel PodcastMastering Your Intake and Referral Leads w/ Seth PriceYour intake process sets the stage for your entire client relationship, and can make or break your rapport, your trust, and your business together. When it comes to getting a client to choose you over other firms, not all leads are equal, and you should have very different approaches for warm referrals vs. your marketing leads. Seth Price is a master of both of these crucial client inflection points, and he gives John some invaluable tips on his process. Find Seth at https://blusharkdigital.com/, seth@pricebenowitz.com, or his cell (!) 347...2020-12-2328 minFive Star Counsel PodcastUnderstanding Your ProductYour product is the core of your firm. We need a deeper understand of what we're actually delivering clients, and what clients are paying for, before we can improve our service and our business. It's incredibly common for attorneys - even very successful ones - to have an incomplete, or even incorrect, view of their own product. John walks us through the basic types of products and how attorneys need to perceive their own deliverables and value to clients. FiveStarCounsel.com Get our FREE client service whitepaper! 2020-12-0828 min
The Law Firm Owner Podcast#68: Demystifying Customer Service for Law Firm Owners with John StrohmeyerThis week, customer service expert John Strohmeyer joins Melissa for a discussion about the importance of having seamless processes before you aim for the "above and beyond" as far as service goes. 1. Check out John's podcast: Five Star Counsel 2. Learn more about John Strohmeyer. 3. Don't know about Joshie? Check out the story of the lost giraffe that was returned with pizazz here. 4. Learn about Zappos' longest customer service call to date. 5. To learn more about Mastery Group, go to: velocitywork.com/join2020-11-241h 07Five Star Counsel PodcastWhat is Service?Client service can be your practice's best market differentiator, bringing in more clients, better clients, and clients who are excited to refer you. In order to start improving, we have to have a baseline understanding of service and what it means in today's legal landscape. John walks us through a working definition, the three types of products businesses offer, and how we can correctly think about service in the legal field. FiveStarCounsel.com Get our FREE client service whitepaper!2020-11-2429 min
Five Star Counsel PodcastIntro to Five Star CounselWelcome to the Five Star Counsel Podcast! We're excited to help you fine-tune and level up your client service. Our host John Strohmeyer gives us the show's main focus and a brief preview of what's to come on our podcast. FiveStarCounsel.com Get our FREE client service whitepaper!2020-11-0602 min
Grow Your Business and Grow Your WealthJohn Strohmeyer: Proprietor of Strohmeyer Law PLLCJohn Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston where he assists individuals and their business with cross-border tax planning, estate planning, and estate administrations. John is board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization. John is the Chair of the International Tax Committee of the State Bar of Texas Tax Section, was named Rookie of the Year by the Tax Section of the State Bar of Texas, was a 2015-2017 Fellow of the American Bar Association Section of Real Property, Trust and Estate...2020-11-0426 min
Lawyers Gone Ethical2020 Service Planning with John StrohmeyerIt is quite clear that lawyers could use some work on client service. In our last episode, we talked about the Clio Legal Trends Report, which made that abundantly clear. In this episode, Megan sits down at Clio Con 2019 with John Strohmeyer to talk about how lawyers can plan to better serve clients in 2020. Resources Mentioned: Lawyers Gone Ethical Episode 65 Five Star Counsel Guest Info: John Strohmeyer – Website and LinkedIn Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode...2020-01-0721 min
Lawyers Gone EthicalFour Seasons Customer Service for Lawyers with John StrohmeyerLawyers are terrible at customer service. Many bar complaints could be prevented with far better client service. We have all experienced amazing service at other businesses -- five star restaurants or hotels, local businesses that deeply care about the customer, and others. Today's guest John Strohmeyer -- estate planning and international tax lawyer -- shares with listeners his experiences at the Four Seasons and how they can apply to lawyers. John and Megan talk about: - John's experience at the Four Seasons - Lawyers' failings in taking care of clients ...2019-06-1840 min
Clienting#4: Five-Star Customer Service w/John StrohmeyerThis episode, Gyi and Kelly are joined by Attorney John Strohmeyer, to discuss what five-star customer service looks like in the legal profession. Show notes: Principles of Service Friendly Connected Prepared Consistent Efficient Adaptive Four Seasons Service Initialism Smile Eye contact Recognize Voice Informed Clean Everyone What can lawyers do to improve right now? Smile Name usage, including during phone calls Systematize routine interactions Empower your employees Not "how are we doing?", but "what can we do better?" and "what are we doing well?" Ask your clients. Mentions: - Trello - Jordan Furlong More about John: John Strohmeyer's practice focuses on tax and...2018-02-2629 min