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Unbundled Attorney Mastermind

The Unbundled Attorney Team

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In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.
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Building a Six-Figure a Month, Client-Centered Probate and Estate Planning Law Practice | Episode 68 | Unbundled Attorney In this podcast episode, Bridgette Friedman, a probate and estate planning attorney, discusses the evolution of her Probate and Estate law practice that often generates over $100k per month in revenue. She shares insights on ada…
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The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney In this episode, we interview Clay Wilkinson, a long-time Unbundled Attorney from Dallas, TX. Clay reveals how he has been able to build a lifestyle-driven practice that consistently generates $50k a month in revenue, while working abou…
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Episode 66: The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable Representation In this episode, we interview Robert Wegman, a criminal law Unbundled Attorney from Richmond, VA. Robert explains how he uses three new components, two of which are legal technologies (the trifecta) that…
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Episode 65: Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice Law In this episode, we interview Joshua London, a criminal law Unbundled Attorney from Minneapolis, MN who shares how offering automated recurring payment plans have impacted the way he practices c…
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Working for an ENT and contemplating leaving to start your own adventure? This episode is for you! Worried that it won't work? Try opening your business during COVID. Dr. Battat has a story of faith and good old fashioned grit. I hope you enjoy it as much as I enjoyed listening.על ידי Erica
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**Episode 61: From $20k to $200k a Month in 12 Months: A Step-by-Step Guide for Rapidly Scaling Up a Law Practice” In this episode, we interview Brandon Potter and Robert Foster who are Unbundled Attorneys in Knoxville and Greenville, TN. During our interview, Brandon and Robert share how they were able to successfully scale up their law practice r…
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It's no secret I wasn't a huge fan of Redux when it first came on the market. In this episode, Matt and I discuss the what changed my mind and how various offices have implemented this device in their practice as well as revenue generation. Testimonial from a patient of mine: "I just wanted to let you know that I am hearing a difference in my aids …
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**Episode 61: Family and Criminal Lawyers: How to Triple New Client Retention and Law Firm Profits Overnight” In this episode we interview Aaron Harshman and Rachelle Ponist. They are a married couple and Unbundled Attorneys who work out of Indianapolis, and each of them run their own criminal and family law practices respectively. During our inter…
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Ever heard of a Music Audiologist? Listen as Dr. Malyuk educates us on the world of alternative service model deliveries, hearing solutions, musicians and what exactly a music focused audiologist does on a day to day basis. Not only does Dr. Malyuk own Soundcheck Audiology, she is also the head of Audiology for Tuned. Head over to Tunedcare.com to …
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Dr. Novick discusses providing services and "finding your passion beyond the widget" in order to stand out and be an expert in the field of audiology. She encourages those to do what's best for their business while providing best practices. Curious about zoom consults? This is a must listen. Join us on our facebook group: https://www.facebook.com/g…
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A pioneer for unbundling in a rural market, Dr. Rogers has it all in this episode. She purchased an existing private practice and quickly transitioned to a fee-for-service model to better serve her population. She offers vestibular and cochlear implant services as well. Join our private facebook group for audiologists at: https://www.facebook.com/g…
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In this episode we interview Robert Buchanan, an Unbundled Attorney in Chicago, IL we have worked with for over 5 years. During the interview we discuss how Robert has been able to successfully scale up the capacity of his firm. From attracting exceptional team members, to developing streamlined systems and automations, Robert covers the steps he h…
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Dr. Curtis opened her practice in 2018 and believes in giving back by having students and precepting from the beginning. Her relationship with the area university has allowed her to have this ability and offer a well rounded experience. Listen as she discusses her approach to having students and how she quickly grew. Join our private facebook group…
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Want to start your own practice? Listen in as Dr. Pratesi discusses her journey from employee to employer and her novel approach to contacting referring physicians. Join us in our private facebook group: https://www.facebook.com/groups/360250875191406 Shoot me a DM @theunbundledaudiologistעל ידי Erica
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Join Dr. Morrison and I as she explores being open to opportunities and what that can mean to your bottom line. Expanding services such as school screenings and industrial screenings are easy to do when you know your hourly breakeven. Join me in our private facebook group for unbundled practices: https://www.facebook.com/groups/360250875191406 Got …
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If you are transitioning from a bundled model to a fee for service model, cash flow has the potential to take a dip. Cash is KING! Use these simple tips to manage your cash flow and get your team all on the same page. Question? Shoot me a DM @theunbundledaudiologist Join our private facebook group: https://www.facebook.com/groups/360250875191406…
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Do you often wonder how to address the in-network vs out-of-network insurance conversation with patients? Dr. Tarvin walks you through what to have your front office staff say when addressing 3 appointment types. Spoiler alert: She is out-of-network with most insurances! Listen as Dr. Tarvin talks about how she started her new practice 3 short year…
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Dr. Emily McMahan of the Alaska Hearing and Tinnitus Center takes a no nonsense approach to patient care. Utilizing an unbundled approach is aligned with her view that Audiologist's offer so much more than just a widget. Listen as she talks about her approach to providing services and tinnitus treatment with a co-managed care approach and how the p…
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Listen to hear Dr. Brudereck's journey from bundled to unbundled. She discusses transitioning patients from life time service to fee-for-service as well as terminology she uses with existing users and new users. Find out WHY she moved to this model and how it affected her financially. "There is nothing else we do in life where we don't practice it.…
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In this episode, Dr. Person discusses a unique hearing aid benefit that was expiring at the end of the year. During her celebration of her good fortune, she is faced with the harsh reality that she is still addicted to bundling. Why did this happen? How did this happen? Listen to uncover how she plans to combat this moving forward. Follow us @theun…
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Join us to hear from Dr. Maura Chippendale of Chippendale Audiology as she discusses her journey from employee to business owner. Listen as she describes her decision to transition from a bundled clinic to an unbundled clinic with multiple offerings for her patients. Watch the live version in our private facebook group: https://www.facebook.com/gro…
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Dr. Person discusses 3 tips to implementing an unbundle approach. She covers KPIs and using a robust OMS system. If you are an audiologist looking to start a new unbundled audiology clinic or an existing practice looking to transition, this is the podcast for you. Like us on facebook at: https://www.facebook.com/theunbundledaudiologist Join us on f…
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During this episode, Dr. Erica Person, an audiologist with almost 20 years of experience, discusses her journey from a muli-million dollar bundled hearing aid practice to her current unbundled clinic in rural Indiana. If you are an audiologist looking to start a new unbundled audiology clinic or an existing practice looking to transistion, this is …
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Episode 60: How to Automate Client Intake and Legal Document Preparation with Tucker Cottingham, CEO of Lawyaw Modern legal technology is rapidly changing the way legal services are delivered, enabling lawyers to deliver services faster and more efficiently than ever before. One of the most valuable areas to leverage technology is for client intake…
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Episode 59: How Lawyers Can Retain a High Number of New Paying Clients During Any Economic Environment We are excited to welcome back Anthony Saunders who is an Unbundled family law attorney from Salt Lake City. Anthony has worked with us for over 7 years and has consistently been the highest converting lawyer in our network. His previous podcast i…
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Episode 58: Designing the Law Firm of Your Dreams: How to “Lead" with Unbundled Services, Run a Virtual Practice from Anywhere, and Provide Affordable Access to Justice The San Diego, CA Unbundled Attorney we interview today thought she had found her dream job working for a corporate law firm, but soon discovered it was nothing close to what she ha…
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Episode 57: Streamlining Your Family Law Practice: How to Leverage Legal Technology to Serve Your Clients More Efficiently and Profitably In the two years since launching his practice in 2016 Bryan Crone has dedicated himself to building a highly efficient and optimized practice. He’s an ambitious guy who is driven to have a significant impact on m…
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Episode 56: The Pioneer of Credit Card Payment Processing for the Legal Industry: How LawPay is Transforming the Way Lawyers Get Paid and Practice Law, with Founder and CEO Amy Porter It’s easy to forget that when LawPay started in the mid-2000s, few lawyers were accepting credit cards, and for good reason. At that time there wasn’t any way to rout…
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Episode 55: How to Make $500-$750 Per Hour Providing Unbundled Legal Services Dallas, TX attorney Clay Wilkinson’s journey in the practice of law started with a partnership in a law firm, then he became an associate with a large firm, and now he has a new role running his own solo practice. Along the way he has experienced what life is like as a la…
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Episode 54: Educating a New Generation of Solo Attorneys: The Exciting Future of Legal Incubators and a Practical Overview of the Business Model of Unbundling Legal Services San Diego, CA attorney, Lee Vernon, is a product of a legal incubator provided by the Thomas Jefferson School of Law. The incubator provided mentoring from attorneys experience…
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Episode 53: How to Instill Confidence, Trust and Loyalty With Your Immigration Clients in a Political Climate Characterized by Fear and Uncertainty When you hear Charles Lee discuss his immigration practice, it becomes abundantly clear that he takes his role as an attorney and advocate for his immigration clients very seriously. Recent changes in o…
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Episode 52: Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services Ardy Pirnia and John Ibrahim are Beverly Hills and Orange County, California family law and personal injury lawyers. You’d expect firms from their regions to be charging high end retainer fees of between $5000 - $10,000+ and hourly rates of $35…
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Episode 51: How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice Jacob Sapochnick is a San Diego immigration attorney who has created a highly successful online legal brand. He has over 140,000 followers on Facebook, thousands of subscribers on YouTube, and receives invitations regularly to appear on national me…
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Episode 50: A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law We are excited to announce the release of our first video podcast episode! We traveled to Seattle, WA recently to film this interview with Sou Bounlutay and Sunny Awla. Both Sou and Sunny are successf…
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Celebrating Our 50th Podcast Episode: A Review of the First 49 Episodes, Announcing Exciting Changes to Come, and Our Vision for the Long-Term Impact of Unbundled Services As we prepare to launch our 50th podcast episode, Unbundled Attorney's CEO, Dave Aarons, takes a moment to review our show’s accomplishments during the past two years. He overvie…
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Episode 49: Becoming an Effective Legal Coach: Understanding Your Client’s Decision-Making Process, Guidelines for Structuring Coaching Sessions, and Compassionate Communication with People of Faith Jamie Manning is an Unbundled Attorney out of Columbus, OH who has a background working with the Legal Aid Society. When working with her legal aid cli…
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Episode 48: Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology Mark Brinkworth explored a number of other professions before becoming an attorney. By the time he started his own practice in 2015, the internet, smartphones and legal technology were already making a substantial impact on t…
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Episode 47: A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services Originally from Trinidad, Jamila Little has always been passionate about immigration law. However, it took some time to take the plunge from the corporate world and star…
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Episode 46: Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer Lauren Kelley started her own practice two days after graduating law school. Fueled by Unbundled Attorney leads, Lauren acquired over 20 new paying clients in her first two months…
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Episode 45: 21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice Rebecca Fuller is part of a new era of lawyers who embrace legal technology to build a highly efficient and streamlined practice. The cloud-based tools she uses enable her to operate her practice from any…
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Episode 44: The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures Ross Tew is an estate attorney out of Dallas/Ft Worth, TX who believes in being flexible and taking a problem solving approach to the way he works for his clients. Today, Ross joins us to share the creati…
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Episode 43: A Discussion with the Founder of Unbundled Legal Services, Forrest “Woody” Mosten: Exploring the History and Exciting Future of Unbundling Considered to be the founder of the “Unbundled” concept, Forrest “Woody” Mosten has spent the last 20+ years advocating for the awareness and ethical acceptance of unbundled legal services. Today Woo…
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Episode 42: Automating Client Follow Up: How You Can Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients Every day clients are contacting your office to meet with you for consultations. Some of these clients retain your services right away, but what about the rest? Most law firms fail to follow up with prospects…
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Episode 41: Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts When Thomas King started his own practice, he saw an opportunity in the market to provide assistance for clients trying to handle cases by themselves using the internet. Now with the he…
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Episode 40: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate After working with Unbundled Attorney as a solo practitioner for over a year, Anthony Saunders decided to take a break to close up his practice and start working with a local Salt Lake City, UT law firm as an associ…
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Episode 39: Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System After launching his practice early in 2017 in the Hudson Valley, NY, Alexander Keenan quickly expanded to serve the nearby metropolitan Albany, NY community despite the fact that he lives 2-3 hours away. After tryi…
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Episode 38: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients New Jersey attorney Matt Rosen has the “sales gene.” Not just because his father was a successful corporate salesman, but because of his extensive background in sales and many years studying the art of building rapport with client…
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Episode 37: Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone Lisa Brown began working with Unbundled Attorney less than two years ago. During this time, she transitioned from handling 100% of her practice alone to hiring a team of trained and competent sta…
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