Successful Barrister

Did you know your marketing & intake team can kill your best leads without anybody noticing? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry reveal the top marketing & intake reports every law firm needs to track. Hear why lead volume alone can be misleading, why you should track outcomes as a law firm, how to think about marketing & intake together, what can cause good leads to stall out, and the immense value of weekly review meetings for law firms. Think before you call Marc’s home landline.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your AI Checklist & Core Values Checklist.

Did you know your clients will tell you whether your operations are working or not? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry share 6 operations systems every law firm needs to retain more clients. Hear why ops are so crucial for client satisfaction, how to measure performance with the right KPIs (Key Performance Indicators), how to use automation & tech as a law firm today, how to approach continuous improvement, and why standardization reduces mistakes & improves consistency. See, we’re not winging this!Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your AI Checklist & Core Values Checklist.

Did you know command and control can make or break your law firm? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry discuss command and control leadership for law firms following their workshop at the Atticus quarterly meeting in Orlando. Hear the difference between a technician & leader mindset in your law firm, how the command and control leadership model works, the ideal day exercise, how many goals to focus on each quarter in your law firm, and how to manage hybrid & remote teams. We’re talking pilates. We’re talking putt-putt. And we’re talking 10-minute planks.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your AI Checklist & Core Values Checklist.

Did you know the right report can make you money? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry reveal the 5 operations (ops) reports you can’t live without in your law firm. Hear the background of closed without a fee, how Pareto analysis works, what to consider when it comes to exceptions reporting for your law firm, why cash flow is crucial, and how to develop a pipeline analysis for your law firm. Who are YOU taking to geek prom?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your AI Checklist & Core Values Checklist.

Did you know your culture might be more important than your next AI tool? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry share why culture matters more than ever in your law firm. Hear how to define & reinforce your core values, how to measure engagement regularly in your law firm, how to create equitable opportunities for advancement, how to communicate your non-negotiables, and why you should eliminate secrecy in your law firm. ENTOURAGE!!Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your Core Values Checklist.

Did you know Trader Joe’s can teach you everything you need to know about running a law firm? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry discuss law firm strategy and why strategy means making choices for your law firm. Hear the difference between strategic planning and your company vision, how to define success for your law firm, how to identify your ideal clients as a law firm, why you should stay away from price competition, and how to structure compensation in your law firm. Anyone else craving H-E-B tortillas?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your AI Checklist.

Did you know getting visible in AI is easy? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry continue their AI Search discussion by sharing how to get cited by AI as a law firm. Hear the attributes that AI Search rewards, how to inspire third-party validation, why you should consider publishing case studies, how to approach social media with AI Search in mind, and how to create helpful content that truly answers the questions your customers are asking. Quick! The robots are coming for you.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your AI Checklist.

Did you know Google is obsolete? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry break down what you need to know about AI Search as a law firm. Hear why Google Search is changing so much, how to focus on AI citations as your new marketing objective, how to make your website AI-friendly, why recognition & awards are even more important now, and why you should avoid vague marketing language. Diana’s on Part 7 of the outline, and Marc’s making up words. Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get your AI Checklist.

Did you know your intake team can make more money for you than your attorneys? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry reveal how to transform your intake team as a law firm. Hear how to standardize your intake process as a law firm, how to leverage technology correctly during the intake process, how to develop ongoing sales & intake training, what you can learn from looking at your intake numbers, and the value of decision trees in your law firm. Let’s bundle up and watch The Wolf of Wall Street. Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected]

Did you know deciding which tech tool to use is easy? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry showcase the tech tools they can’t live without as a law firm. Hear how to decide which tech tools to implement in your law firm, whether you should use AI agents as a law firm, the essential client communication platforms, how Marc Whitehead & Associates navigates complex medical records, and how Foundation AI has made them more efficient when it comes to mail. Settle this for us: does pineapple belong on pizza?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to suggest topic ideas for future episodes.

Did you know building a diversified marketing portfolio is easy? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry break down how to build a diversified marketing portfolio as a law firm. Hear why diversification matters in your marketing mix, an overview of their current marketing mix, the importance of defining marketing campaign goals & timelines, when to cut losing marketing campaigns in your law firm, and how to audit your marketing mix as a law firm. Should we just drop everything and go back to the Yellow Pages?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to get a copy of his marketing plan.

Did you know teaching your team accountability is easy? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry share the 3 habits that make or break leaders in your law firm from the hit book How Leaders Can Inspire Accountability by Michael Timms. Hear Marc’s approach to onboarding new employees, why engagement alone doesn’t guarantee results, how to welcome feedback as a leader in your law firm, the items you should automate in your law firm, and the difference between excuses & explanations. Did you know this podcast episode description can fit on a t-shirt?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected] to suggest topic ideas for future episodes.

Happy New Year! In the spirit of the season, Marc has a gift for you in today’s mini-episode: a free copy of his marketing plan. He has presented his plan to lawyers across the country.Some key points from this episode:-Are lawyers too focused on being profitable? Marc believes this is the wrong framing. Lawyers have an ethical duty to be wildly profitable – to help the most people and give them the best service. -Marc gives an outline of the marketing strategies covered in his plan – from intakes to referrals. -To get a copy of the marketing plan, email Marc Whitehead at [email protected] more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected]

Happy Holidays! Enjoy this special holiday message & gift from Marc.Did you know you can work 4 hours/week and still make a ton of money? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry talk the key lessons from the iconic bestseller The 4-Hour Workweek by Tim Ferriss - and apply them to creating your lifestyle law firm. Hear whether a 4-hour workweek is actually achievable, how to apply the DEAL framework to your lifestyle law firm (Define, Eliminate, Automate, Liberate), how to fire low-value clients & employees, whether you can take a sabbatical as a lawyer, and how to build a think day into your weekly schedule. We hope you love this episode more than Diana loves this book.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected]

Did you know dying with zero is the goal? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry talk lessons on lifestyle & law from the hit book Die with Zero by Bill Perkins. Hear how to find a task to delegate, how to design your lifestyle law firm, how to audit your firm for sellability, why you should schedule a postponed experience, and why money is a resource meant to be used. Who’s joining Marc for Machu Picchu?!Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected]

You should take some time off. That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry get real about burnout - and how to eliminate burnout in your law firm. Hear why burnout is so prevalent in the legal field, whether multitasking can ever work, how burnout impacts your customer service to clients, how AI & automation can help reduce burnout at your law firm, and why you should consider changing your pricing structure. This episode is spicy, snappy, sassy, and SaaS-y.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at [email protected]