BE THAT LAWYER

• Amy Wood: Lawyer Like An Athlete

  In this episode, Steve Fretzin and Amy Wood discuss:Cultivating inner balanceTraining your career like an athleteBuilding the four pillars of successManaging energy and embracing growth Key Takeaways:Focus on inner balance rather than chasing work–life balance. Intentionally manage your energy, mindset, and relationships to sustain long-term professional performance.Treat your career like elite athletic training by consistently prioritizing physical health, restorative sleep, and daily self-care as essential foundations for mental sharpness.Surround yourself with the four pillars of success: a genuinely supportive network, a solution-oriented mindset, deliberate self-care, and engaging, nourishing diversions that spark creativity.Protect and invest your energy wisely, design environments that actively inspire focus, and embrace mistakes as valuable opportunities for growth, reflection, and learning. "When you're thinking about your energy, look at it like a battery that needs to be recharged." —  Amy Wood Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Amy Wood: Dr. Amy Wood is a licensed psychologist, certified executive coach, and award-winning author who has devoted her career to helping individuals and organizations articulate and arrive at new and more empowering versions of success.In particular, she is known for helping individuals and organizations to edit down overwhelm to their own customized productivity and happiness essentials. With a doctorate from Adler University and a prior career in communications, she inspires transformation with a unique blend of humor, directness, and psychological insight. Dr. Wood’s intention is always to live and work in ways that bring out the best in herself and others. Connect with Amy Wood:  Website: https://amywoodpsyd.com/LinkedIn: https://www.linkedin.com/in/amywoodpsyd/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: [email protected]: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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• Susan Filan: Finding Joy and Peace in a High-Pressure Career

  In this episode, Steve Fretzin and Susan Filan discuss:Reclaiming life before life demands itAsking the questions that change everythingStepping off the professional hamster wheelChoosing authenticity over performance Key Takeaways:Near-death experiences show how fragile, temporary, and precious life truly is. Fulfillment starts when we stop postponing purpose and intentionally live each day in alignment with what truly matters most.Fear often hides our deepest desires, but asking the right questions clearly reveals them. Imagining our future self at the end of life helps guide decisions toward what we genuinely want and value.Overwork often masks misalignment with our own integrity, health, and needs. Sustainable progress begins by recognizing limits, slowing down, and making intentional changes that honor both well-being and meaningful work.Long-term fulfillment cannot grow from roles we play to please others or meet external expectations. True joy and inner peace emerge when we live, work, and lead consistently in alignment with our authentic selves. "I can't outsource my happiness. So if I'm not happy today with what I have, where I am... I'm not going to be happy then when I get it." —  Susan Filan Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Susan Filan: Susan is a former prosecutor and MSNBC Senior Legal Analyst turned transformational speaker and life strategist. With over 30 years in high-stakes arenas—from prosecuting cold-case murders to defending clients on death row and analyzing national cases on cable and network television—she has faced some of the toughest challenges imaginable. Her greatest trial, however, came in a near-fatal accident that became her ultimate wake-up call, inspiring her to help others transform crisis into clarity and purpose. Susan blends legal grit, neuroscience, and spiritual insight to guide high achievers in breaking free from limiting beliefs, reigniting their deepest dreams, and creating lives of joy, fulfillment, and impact. Known as The Wake-Up Call Speaker and The Architect of Reinvention, she delivers keynotes, private strategy sessions, immersive retreats, and media appearances designed to awaken potential, spark transformation, and help people reinvent their lives from the inside out. Connect with Susan Filan: Website: https://susanfilan.com/LinkedIn: https://www.linkedin.com/in/susanfilan/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: [email protected]: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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• Dustin Ruge: Transforming the Legal Landscape Through Strategy, Value, and AI

  In this episode, Steve Fretzin and Dustin Ruge discuss:Strategic decision-making in choosing clientsCommunicating value through intentional sales processesAdapting to AI-driven shifts in legal laborRebuilding legal services through integrated ecosystems Key Takeaways:Choosing which cases to decline becomes a powerful profitability strategy. Disciplined selection protects focus, energy, and long-term growth. The strongest outcomes come from working only with motivated, well-aligned clients.Modern legal sales depend on uncovering client needs rather than presenting credentials. Deep qualification shapes tailored solutions that build trust and clarity. Firms that master value communication thrive as outcomes matter more than hours.The billable hour strains against rising expectations for efficiency and transparency. Automation is absorbing routine intake and associate-level work. Firms that embrace value-based pricing gain an advantage in a reshaped landscape.AI is transforming a fragmented industry into cohesive, streamlined platforms. New business structures and investments accelerate disruption and innovation. Lean, automated operations create opportunities in underserved markets. "The first meeting is all about the client, the second meeting is all about you." —  Dustin Ruge Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Dustin Ruge: Dustin W Ruge is known as one of the most respected and trusted sales, marketing, and business growth coaches in the nation. In addition to his numerous books and publications, Dustin frequently appears and is referenced in major news and trade publications, business shows, and trains and keynotes at conferences across the nation. Dustin’s career includes over 27 years’ experience, ranging from technology startups to Fortune 500 companies, where he has received numerous awards and recognition for his work.Dustin graduated from the University of Nebraska – Lincoln and currently lives in Scottsdale, Arizona. Connect with Dustin Ruge: Website: https://dustinruge.com/LinkedIn: https://www.linkedin.com/in/dustinruge/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: [email protected]: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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• Pam Meissner: Creating Law Firms That Thrive Long Term

  In this episode, Steve Fretzin and Pam Meissner discuss:Aligning strengths with strategyAddressing operational challengesClarifying compensation and career pathsMaximizing long-term firm value Key Takeaways:Successful firm growth depends on matching personal strengths to business goals. Chasing clients or revenue alone does not ensure satisfaction or long-term success. Intentional planning creates a foundation for sustainable growth and fulfillment.Lawyers often face cash flow issues, staff management, and unclear compensation. These operational gaps can lead to stress and sleepless nights if unchecked. Recognizing and addressing challenges early safeguards both firm and personal well-being.Open conversations about pay and partnership tracks motivate legal professionals. Transparency fosters equity and encourages long-term commitment from team members. Clear structures help attorneys understand their role in firm growth and success.Profitability, efficient systems, and reducing single-owner dependency matter most. External guidance, such as fractional CFOs, can help firms overcome growth plateaus. Strategic planning ensures the firm remains valuable for exits or future opportunities. "Everybody wants more money, and they don't realize it comes with problems, and they don't realize that we all get paid for solving problems, but you have to pick the problems you're really good at solving, because if you're solving problems that you're not good at, you're going to be miserable." —  Pam Meissner Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/HireParalegals: https://hireparalegals.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Pam Meissner: Pam Meissner is the COO, Director of Client Services & CFO at CathCap. She is a seasoned CPA and financial executive whose career spans public accounting, multinational corporations, and entrepreneurial ventures. She has served as a CPA, CFO, COO, CEO, and even a stay-at-home mom, bringing a rare combination of technical expertise and real-world business insight to every role. Now at CathCap, Pam leverages her decades of experience to guide clients in financial strategy, operational excellence, and coaching, helping businesses achieve sustainable growth and success. Connect with Pam Meissner:Website: https://cathcap.com/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: [email protected]: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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• Adam Williams: Maximizing Tax Strategy For Law Firms

  In this episode, Steve Fretzin and Adam Williams discuss:Planning taxes proactivelyExploring creative tax strategiesBuilding a professional teamImplementing actionable year-end steps Key Takeaways:Most law firms wait until filing to address taxes, missing savings opportunities. Working with a tax strategist year-round aligns decisions with long-term goals. Proactive planning uncovers ways to reduce liabilities and strengthen financial outcomes.Techniques like the Augusta rule, hiring family members, and royalty setups save money. Advanced structures such as captive insurance can provide additional tax benefits. Knowing these options allows law firms to tailor strategies to their unique situation.Successful tax and business strategies require bookkeepers, advisors, and strategists. Delegating responsibilities reduces personal burden while improving firm performance. A strong team empowers owners to focus on growth and long-term success.Year-end is ideal for accelerating deductions and making tax-advantaged purchases. Prepaying vendors or investing in marketing can reduce taxable income efficiently. Evaluating current practices ensures every opportunity for savings is captured. "If they don’t bring you ideas throughout the year, you don’t have a tax strategist. You have a tax preparer." —  Adam Williams Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/HireParalegals: https://hireparalegals.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Adam Williams: Adam started this business out of frustration with accountants who congratulated him for having a large tax bill.As a serial entrepreneur, Adam is inspired by entrepreneurship and small business, direct response marketing, non-traditional and unexpected solutions, mindset & personal development, helping create businesses that serve the owners, and high-performance driving.Adam received his undergraduate degree in Business from Penn State Behrend and his MBA and J.D. from the University of Pittsburgh. A Cathedral Prep graduate and active member of the community, Adam has served on the Board of Directors for the Erie County Bar Association, Lakeshore Community Services, the Innovation Collaborative, and the Erie Art Museum. He was named to the 2013 Erie Reader 40 Under 40, and has also been listed as a Pennsylvania Super Lawyers Rising Star in 2016, 2017, 2018, and 2019.  Connect with Adam Williams: Website: https://www.pennywise.tax/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: [email protected]: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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