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Building a Virtual Practice That Serves Multiple States episode artwork

Dec 20, 2024 1 hr 18 min

Building a Virtual Practice That Serves Multiple States

from Unbundled Attorney Mastermind Hosted by Unbundled Attorney

Timestamps: 00:00 Introduction to Unbundled Attorney Mastermind Podcast 01:07 Guest Introduction: Wade Goertz of Goertz Law 03:58 Scaling Legal Services Across Texas 06:15 Virtual Legal Services: Benefits and Challenges 09:49 Effective Client Engagement and Lead Management 18:15 Tools and Techniques for Virtual Practice 27:39 Pricing Strategies and Client Onboarding 40:01 Expanding Practice to Other States 42:16 Challenges of In-Person Meetings in New York 43:21 Structuring Attorney Relationships 44:27 Cost Differences Between Texas and New York 44:49 Open Q&A Session Begins 45:59 Scaling and Expanding Practices 48:10 Hiring and Managing Attorneys 50:18 Client Consultations and Payment Plans 54:33 Building a Multi-Jurisdictional Practice 01:05:44 Final Thoughts and Encouragement 01:16:45 Upcoming Events and Closing Remarks If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback! For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

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What this episode covers

A Fireside Chat is a interview and Q and A session that is hosted live as a community event for our Unbundled Attorney network. In this episode of the Unbundled Attorney Mastermind podcast, host Dave Aarons interviews Wade Goertz, an estate planning attorney from Texas. Wade shares his journey with Unbundled Attorney, discussing how he efficiently converts leads into paying clients and ethically delivers unbundled legal services. He delves into his experience of running a virtual practice, using technology tools like Blue Notary and Clio Grow, and handling the intake process. Wade also talks about expanding to other states through 'of counsel' relationships and the importance of envisioning a lifestyle that balances work with family time. The episode provides valuable insights into developing streamlined processes and scaling a legal practice while maintaining a flexible lifestyle.

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Building a Virtual Practice That Serves Multiple States

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How long is this episode of Unbundled Attorney Mastermind?

This episode is 1 hour and 18 minutes long.

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This episode was published on December 20, 2024.

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