show episodes
 
What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like? Lawyers (and other professionals) aren't in the same "service" industry as those companies, but that doesn't mean we can't benefit from employing their rigorous service mindsets. We give you inspiration and tactics to smooth out your processes, bolster your reputation, and increase your revenue - every episode of Five Star Counsel has actionable tips for you to build the firm that clients rave ...
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
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show series
 
It’s mid-January, but we’re still a bit stuck in 2021 since taxes haven’t been filed yet. Today’s episode is all about how we can make sure to be ready for this upcoming tax-filing season. Ben and Steven go over some of the key ways to make sure you don’t miss anything important, as well as what you can do to make your tax filing go smoothly. You c…
 
Is your office culture non-existent in a post-pandemic world? Are you struggling with a hybrid, virtual and in-person, work arrangement? How do you create a working environment that suits the new normal? I think most of our listeners understand that the new expectation for many workers in the U.S. is a higher level of work flexibility, in both time…
 
We're on a brief break this week after the holidays, 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 our chat with Jonathan Stark about how to ditch the billable hour pricing format. What could your business be like if you were no longer chained to th…
 
April 15th is not the only important date to keep in mind when it comes to taxes. Although the calendar year has come to an end, there are planning opportunities you can still take advantage of now that 2021 is over. So, today, Ben and Steven share what areas can be reached into and still have some influence on your tax consequence. You can find al…
 
Is your sales process structured? Do you even have a sales process? How can a sales process affect your overall client service? Allison Williams of Law Firm Mentor joins us this week to discuss just that. Law Firm Mentor provides coaching services for solo and small law firms, and one of her specialties is perfecting their sales process. We've talk…
 
As a small attorney, you know how important Google is to your business. But you might not realize that your Google My Business profile - the info that pops up when someone googles or searches for your firm in Maps - might be your firm's real key differentiator between you and your competitors. This week, I'm joined by Paul Cashman and Wes Lungwitz …
 
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment and focus on what’s happening inside you. In this episode, we invite Briana Struemph to help us understand what meditation is, how we can benefit from practicing and lead us through a simple breathing exercise.…
 
There’s only one group of people who love acronyms more than accountants: the military. In this episode, Steven and Ben will be talking about acronyms (not IN acronyms) when it comes to tax qualified accounts to give you a better understanding of them, how to differentiate between them, and how to decide which ones to use. You can find all show not…
 
What would happen if your firm's network, your email, your social accounts or your client files got hacked? How devastating could it be to your company? More importantly, what could you be doing now to protect your data and your business? Our guest this week is Tom Lambotte, of Boba Guard Security, who joins us to discuss preventative measures lawy…
 
Do you find yourself slogging through the days and weeks, buried in work? Are you frustrated at your current growth? Is your company culture simply some version of “Work hard. Bill hours. Make money?” Are you happy with that? Our guest this week is a brilliant entrepreneur, David Heinemeier Hansson. David is the cofounder of Basecamp & HEY, creator…
 
If you’re wondering how you or your loved ones can be more charitable and more tax efficient, then don't miss today’s show. Steven and Ben will be digging into this topic, outlining and explaining the various ways to give to your favorite charities in the most tax efficient way possible. You can find all show notes for this episode at: https://bit.…
 
If you’ve always wanted to give back to the community where you live and work, but wonder how to get started, learn strategies from Katie Dunn Fitzgerald, principal and senior wealth consultant at Mariner Wealth Advisors, who joined us to talk about how to find an organization to volunteer your time for that’s fits your interests, aligns with your …
 
We'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 standard…
 
Is every member of your staff on the same level when it comes to tech proficiency? Is it possible that you actually *losing* efficiency by employing tech? This week, we're joined by Alicia Pierre of Legally Techie, who specializes in legal-focused tech training. We want to get a lot out of our tech tools, but a lack of competence and a lack of trai…
 
Do you want to know how to make your job postings pop? How do you weed through a sea of applicants and land that dream employee? How do we make the hiring process better and easier for law firms? Our guest this week is Molly McGrath of Hiring & Empowering Solutions. For nearly 25 years, she's coached and consulted law firms to get the best results …
 
For many people, the best part of tax season is getting large deductions to lower their taxes. Yes, tax deductions are important, as they decrease your taxable income based on specific spending. However, despite this being a common topic, it is also very commonly misunderstood. So, in this episode, Benjamin and Steven will be sharing which tax redu…
 
We'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 …
 
We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In this episode, we invited back John M. Vincent, an automotive consumer advice writer with U.S. News & World Report, to discuss challenges manufacturers face, how to take advantage of the current car market and his thoughts on electric v…
 
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Kevin Curley in their fourth installment of witty banter. This time they cover Bitcoin, metaverse, corporate earnings, economy and the Fed, and the Biden administration’s tax proposal. Guest Bio: Kevin M. Curley, II, CFP® Kevin is a graduate of Villa…
 
Has tech made traditional legal assistants and secretaries obsolete? Think your firm can slash costs AND improve productivity by letting that support staff go? Not so fast. Law firms are laying off their support staff at alarming rates, thinking that automation is going to improve their service and efficiency. The big problem is, the automation inf…
 
Tax planning should be something that is looked at throughout the entire year. However, as the end of the year approaches, now is a particularly good time to review your finances and take advantage of any tax planning opportunities that may be available for you. So, in this episode, Benjamin and Steven will be sharing some tax tips to consider and …
 
Is your firm's efficiency still being judged by hours logged? Are your firm's flexibility policies still resulting in micromanagement and long hours? How can we get out of this paradigm of management by clock? Our guest, Jody Thompson, is the founder of CultureRx and creator of the Results-Only Work Environment or ROWE - a management strategy ancho…
 
How much do you earn every year from referrals? What if you could dramatically increase that number with some simple steps? Our guest this week is Stacey Brown Randall, Referral Ninja Master, and creator of the Referrals Without Asking strategy. Her program is designed to generate referrals without asking, without manipulation or feeling inauthenti…
 
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key concepts to keep in mind. We invite Chad Hamilton of our practice management team to discuss setting up a goals-based, comprehensive foundation of education. Included in this groundwork discussion are bu…
 
While we all have to pay taxes, there are various tax credits and deductions available that can help you maximize your tax refund and minimize the amount you pay. But does the perfect tax refund exist? In today’s episode, Benjamin and Steven will be discussing tax returns, focusing on tips to help you get your taxes where they should be while avoid…
 
Throughout 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, ou…
 
Are you fearing a new future where big tech companies push you out of business? Where the Amazon of legal services makes you obsolete? My guest and I are here to tell you to put those fears to bed. Conrad Saam is the founder of Mockingbird Marketing, an agency focused on marketing for the legal industry. He previously spent 6 years running marketin…
 
Since our last podcast, we’ve had several interesting activities take place that could impact the financial markets. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley in their third witty banter installment on the latest topics. This time they discuss the big sel…
 
Roth IRAs were created to help the average working American save money. However, records show Peter Thiel and other ultra-rich investors have used them to grow their untaxed fortunes. Now don’t worry if you don’t have six billion dollars in your Roth IRA—most people presumably do not—but in this episode, Steven and Benjamin will be going over how s…
 
Are you ready to bring on new associates? Great! Now, how do you expect those new employees to know and understand your firm's processes, values, and work culture? You can't just throw them in the ocean and assume their law school knowledge will keep them afloat. That is old-school, 1984-law firm stuff, and we have to be better than that. Modern on…
 
If you or someone you know is just getting started on the financial paths of life, there are many routes to choose and potholes to avoid. We invite a group of our advisors to sit down and share some tips on how to thoughtfully build wealth based on conversations they’ve had with their clients and experiences in their own lives. From recognizing the…
 
Is a client going to pay for a service they don't value? Even if they do, are they going to be happy about it? Ed Kless is the Senior Director at Sage Accountants Solutions and host of the Soul of Enterprise podcast. Ed has fantastic takes on pricing and billing for professional services, and we had him on the show this week to discuss the concept …
 
Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you ca…
 
Lee Cockerell is a customer service icon, and I was thrilled to have him join our show. Lee served as the Executive Vice President of Operations for the Walt Disney World Resort for ten years. This means he ran 20 resort hotels with over 24,000 Guest rooms, 4 theme parks, 2 water parks, 5 golf courses, a shopping village & nighttime entertainment c…
 
When looking for ways to improve success within an organization or business, individuals may consider reaching out to a consultant for recommendations. Another avenue for this goal, that employs a more collaborative approach, is leadership coaching. We invite Teresa Carey, CEO and president of PerformancePointe, to discuss the key differences betwe…
 
Does the term "Sales" make you shiver? Are lawyers, law firms, and legal services somehow above a lowly sales process? Sales is all about need fulfillment, and your clients have needs! That you can fulfill! You're not selling them on something they don't need, you're helping them solve their problem, or move their needle on an important issue. Stev…
 
This week we have a mixed bag of financial market topics. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley as they discuss the US dollar and other currency, what’s going on in emerging markets such as China and Afghanistan, how college athletes may now be compen…
 
How much time could systems and processes save you every week? If one new program or app or template could save you 2 hours a week, would you use it? Stacy Carlson is the Partner Manager at TextExpander, where she helps businesses consistent communicate smarter and faster across all their channels. She focuses on systems and processes, and is a sel…
 
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even in casual conversation, but digital assets can be a very complex topic. So, we invited Scott Duba, portfolio manager and director of our investments team, to give us an introduction to the realm of digital assets a…
 
Do clients need to understand the process, terminology, and documents we're creating for them? Of course they do, and clients are much happier and less stressed when they understand what's going on. And, as a bonus, they appreciate us and the value what we bring to their situation. But how do we make it easier to explain and translate the specific …
 
Is your intake process getting your firm the results it needs? Is your intake process creating barriers for potential clients? Could it be refined or totally reworked? This week, we're joined by Billie Tarascio, successful attorney and co-author of Tiger Tactics: Powerful Strategies for Winning Law Firms. Billie is a master of the intake process, a…
 
The market certainly has been interesting this year. From increased costs for houses, to interest rates, to China, there is a lot to unpack in this week’s show. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley as they discuss three financial topics including pot…
 
You don't have the time or luxury of slowly getting new employees up to speed. You owe it to yourself and your firm to get new hires trained efficiently. This week, Matt Gjertsen joins us - he's a former U.S. Air Force instructor pilot and Manager of Training and Development for SpaceX who's founded Better Every Day Studios, focused on transforming…
 
What kind of questions are you asking in your interviews? Do you know what are you even looking for? This week, we're chatting with Davis Nguyen. Davis is a former consultant and founder of My Consulting Offer, where he coaches recent graduates and students on how to get through the interview and promotion process at management consulting firm McKi…
 
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving or taking the train. Before you book your next trip, tune in as we invite Erika Richter, with the American society of Travel Advisors to share travel tips like planning ahead and hiring a travel agent who can help you navigate COV…
 
Is your website god's gift to legal world? Perfect in every way? I'm gonna bet there's at least a *little* room for improvement, if not a lot. You could be leaving a lot of deals on the table, and passing on a ton of revenue by not optimizing your site for conversions. Our guest this week gives us some simple changes and things to consider when des…
 
How do we integrate new tech in a way that improves the experience for clients and makes it easier for you and your employees to serve your clients? Colin Levy is a legal technologist and former in-house attorney who explains how not all technology, even legal-specific tech, is appropriate for every practice. Tech can be a distraction and a roadblo…
 
How can we delegate and distribute more work off our plate so that things get done faster and more consistently? This week, we're talking with Sam Mollaei. He has started and currently runs seven virtual law firms, outsourcing work without the massive overhead. He's also served over 7,000 legal clients gathering over 2,500 5-star Google reviews. Sa…
 
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