Brooke Lively is founder and president of CathCap, a fractional CFO service provider focusing on lawyers and their law firms. Brooke has been named one of the Top 25 Women to Watch, one of Diversity Journal’s Women Worth Watching, and one of Fort Worth’s CFOs of the Year! She is an international speaker and best-selling author with two books under her belt.

0:00 Introduction

2:05 How CathCap Got Started

3:44 What Do Fractional CFOs Do?

8:05 CathCap’s Ideal Clients

9:14 A Case Study on How CathCap Works

13:40 Understanding the Value of a True CFO

17:24 Book Alert: Exit On Top by Brooke Lively

22:25 The Key to Valuing a Law Firm

30:21 Me Inc. vs. A Branded Company

35:00 What Profit Actually Consists of

36:18 Wrapping Up

CathCap has served up top-tier CFO services to businesses of all sizes for over a decade, with a particular interest in helping attorneys grow and scale their firms like proper businesses. The company has built a strong expertise with all practice types, but they’ve also earned a particular popularity among personal injury and immigration firms. CathCap’s commitment to empowering businesses through strategic financial leadership helps their clients redefine their status quo and helps founders build practices they can later sell or hand off confidently.

- Tom Foster of Foster Web Marketing
- Brooke Lively of CathCap

This episode is brought to you by Foster Web Marketing.

Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices.

Our award-winning marketing and systems solutions are what set us apart from everyone else.

Stephanie Everett is CEO of Lawyerist, a major league coaching program for lawyers that is dedicated to improving its members’ lives through growing and sustaining a healthy business. She also hosts the popular Lawyerist Podcast, which is geared toward improving the workflow of law firms. On top of this, Stephanie has co-authored the bestselling book, The Small Firm Roadmap Revisited.

0:00 Introduction

2:12 How Stephanie Got Started

4:10 Deciding to Leave Big Law

5:41 Creating the ‘Lawyerist Podcast’

7:15 What Stands Out About Lawyerist

10:20 Process of Coaching Lawyers

15:39 Coaching Different Kinds of Lawyers

18:15 Biggest Client Success Stories

22:05 Stephanie’s Mentors

23:24 Daily Rituals and Routines

25:20 Wrapping Up

Lawyerist is a team of veteran legal professionals, tech enthusiasts, and business coaches dedicated to the improvement of lawyers’ lives and wellbeing in and out of the office. Their resources and expertise are effectively endless as they provide what you need to know about running your firm and getting more out of it. This isn’t a program that will tell you to simply charge more and work less. Instead, they work with you to develop solutions to your problems that keep work interesting. Check out the Lawyerist team today.

- Tom Foster of Foster Web Marketing
- Stephanie Everett of Lawyerist

This episode is brought to you by Foster Web Marketing.

Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices.

Our award-winning marketing and systems solutions are what set us apart from everyone else.

Steve Fretzin is driven, focused, and passionate about helping attorneys reach their full potential. Over the past 17 years, he has devoted his career to helping lawyers master the art of business development to achieve their business goals and the peace of mind that comes with developing a successful law practice.

Steve is regarded as the premier coach, skills trainer, and keynote speaker on business development for attorneys.

0:00 Introduction

1:47 How Steve Got Started

3:20 Sales-Free Methodology

5:34 Importance of Legal Marketing

7:17 Steve’s First Client

10:06 Niche Legal Fields

12:36 Successful Lawyer Training

17:42 Steve’s Biggest Success Stories

21:37 Steve’s Biggest Mistakes

23:55 Managing Legal Wear & Tear

28:00 Steve’s Mentors

30:40 Daily Rituals and Routines

32:20 Wrapping Up

Fretzin, Inc. has 15 years of experience coaching lawyers through their careers. They provide the tools, coaching expertise, skill sets, and advisory services you need to establish consistently strong years of success in your firm. Discover the secret to their “Sales-Free Selling” program to see how you can improve your results with them. Enjoy your career and become that lawyer with Fretzin.

- Tom Foster of Foster Web Marketing
- Steve Fretzin of Fretzin, Inc.

This episode is brought to you by Foster Web Marketing.

Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices.

Our award-winning marketing and systems solutions are what set us apart from everyone else.