Podcasts Archives - Rosen Institute: Recent Episodes

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From Mexico City - A tech tip about using WhatsThatCharge.com to figure out what those cryptic and mysterious transactions on your credit card are. Some concise advice about receiving and giving advice on your marketing, why your ideas might interfere with what marketing pros suggest, and why you shouldn't be negotiating with the experts.

The post Don’t negotiate with the experts appeared first on Rosen Institute.

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From Mexico City - A tech tip about the lowly keyboard shortcut and why you should be using more of them. Some concise advice about getting out of that rut if you're feeling stuck in your practice.

The post 5 ways to get unstuck appeared first on Rosen Institute.

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From Raleigh, NC - A tech tip about some advanced search parameters you can use to make your Google searches useful again. Some concise advice about why thought leaders repeat themselves again and again, why it's a good idea, and why you should do the same.

The post Keep repeating yourself. Keep repeating yourself. appeared first on Rosen Institute.

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From Raleigh, NC - A tech tip about why letting email addresses at your firm disappear when employees leave is a bad idea and how to fix it. Some concise advice about how putting yourself in the right place and selling the right thing sets you up for victory in a way that just doing what comes your way doesn't.

The post Don’t go to the wrong swim meet appeared first on Rosen Institute.

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From Edinburgh, Scotland - A tech tip about the new AI and web scraping features that have been added to Zapier, and why they should get you thinking about the kinds of systems you should be building to take advantage of new technology that is right around the corner. Some concise advice about how letting the success at achieving smaller, easier, and less important goals derails us from getting to the practices we really want.

The post Mediocre donuts are ruining your practice appeared first on Rosen Institute.

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From Edinburgh, Scotland - A tech tip about the bookkeeping software you're using at your firm, why you shouldn't be making that decision, and who should be. Some concise advice about health, weight loss and what I've learned from a few decades of keeping my weight under control.

The post The world’s shortest diet book appeared first on Rosen Institute.

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From Edinburgh, Scotland - A tech tip about how Rosen Institute was fired by its bank, why that's a good thing, and how to make sure you have a backup banking plan for your practice. Some concise advice about how it's impossible not to seem like you're playing favorites when you have family members working in your law firm.

The post Playing favorites doesn’t pay off appeared first on Rosen Institute.

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From Tallinn, Estonia - A tech tip about getting around the frustration of websites that block you from being able to paste in things like account numbers and passwords with the Don't F*** With Paste browser extension. Some concise advice about why forcing employees back to the office is not a silver-bullet for making them productive on behalf of the law firm.

The post How to be unproductive from anywhere appeared first on Rosen Institute.

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From Tallinn, Estonia - A tech tip about getting around the frustration of websites that block you from being able to paste in things like account numbers and passwords with the Don't F*** With Paste browser extension. Some concise advice about why forcing employees back to the office is not a silver-bullet for making them productive on behalf of the law firm.

The post How to be unproductive from anywhere appeared first on Rosen Institute.

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From Tallinn, Estonia - A tech tip about the joys and dangers of living on the bleeding-edge by trying new software and technology from sites like ProductHunt and using them in mission-critical applications before they're ready. Some concise advice about hiring - why it's cyclical, how the market can change quickly, and what you can do to make yourself and your practice more alluring to potential employees - specifically the idea of "async" work.

The post Can you attract new employees? appeared first on Rosen Institute.

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From Tallinn, Estonia - A tech tip about the joys and dangers of living on the bleeding-edge by trying new software and technology from sites like ProductHunt and using them in mission-critical applications before they're ready. Some concise advice about hiring - why it's cyclical, how the market can change quickly, and what you can do to make yourself and your practice more alluring to potential employees - specifically the idea of "async" work.

The post Can you attract new employees? appeared first on Rosen Institute.

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From Helsinki, Finland - A tech tip about the few things you actually need while traveling - from someone whose luggage went missing for almost a month. Some concise advice about why you should trust more, when it comes to the legal arena, travel, and just about everything else.

The post Should you have a bias toward trust? appeared first on Rosen Institute.

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From Helsinki, Finland - A tech tip about the few things you actually need while traveling - from someone whose luggage went missing for almost a month. Some concise advice about why you should trust more, when it comes to the legal arena, travel, and just about everything else.

The post Should you have a bias toward trust? appeared first on Rosen Institute.

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From Helsinki, Finland - A tech tip about moving to a technology stipend for allowing your employees to choose and maintain their own hardware so you don't have to deal with it, and using a service like Hello Retriever if you still want to be able to reclaim computers and monitors from your former employees. Some concise advice about the remote work trend - where it's headed, whether it makes sense for your business post-COVID.

The post Does remote work actually work for your practice? appeared first on Rosen Institute.

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From Helsinki, Finland - A tech tip about moving to a technology stipend for allowing your employees to choose and maintain their own hardware so you don't have to deal with it, and using a service like Hello Retriever if you still want to be able to reclaim computers and monitors from your former employees. Some concise advice about the remote work trend - where it's headed, whether it makes sense for your business post-COVID.

The post Does remote work actually work for your practice? appeared first on Rosen Institute.

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From Prague - A tech tip about using tracking devices like Apple's AirTags and Tiles for your luggage as travel resumes around the world. Some concise advice about why client communication - even when there's nothing to report, or even terrible things to report, is far better for the clients and your reputation than clamming up and ignoring the problem.

The post Going dark is not an option appeared first on Rosen Institute.

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From Prague - The deadline to sign up for VisionQuest is tomorrow. Join here: https://roseninstitute.com/join Firms without a clear vision don't grow - they repeat the same year over and over. Decide what you want and where you're going so you can get there. A tech tip about what technology products you should buy and why having a clear vision for your practice makes choices about hardware, software, client management products and more a lot easier. Some concise advice about identifying the purpose for why you do what you do in your practice and why that purpose needs to be bigger than just your ambitions.

The post Why should they care about your boat? appeared first on Rosen Institute.

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From Chisinau, Moldova - A tech tip about managing the bits of paper you still encounter in this "paperless" age. Some concise advice about being proactive about notifying clients about issues so that you can manage responses and expectations.

The post Are your clients thirsty? appeared first on Rosen Institute.

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From Sighisoara, Romania - A tech tip about conducting business, making calls, and interacting with people across time-zones without the math headaches using tools like Fantastical, The Clock, and TimeAndDate.com. Some concise advice about why specialist lingo and terminology makes us feel like insiders and serves us amongst colleagues, but can be incredibly counter-productive and send the wrong message when we use them with people who aren't in our club.

The post Lead, client, or human? appeared first on Rosen Institute.

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From Brasov, Romania - A tech tip about using plug-ins and extensions to get more out of the software you're already using, particularly your web browser. Some concise advice about the feasibility of creating video commercials and how you can likely make better commercials on you iPad without any filming than were available to local businesses paying 10s of thousands of dollars just a few years ago.

The post Do commercials still make sense? appeared first on Rosen Institute.

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From Brasov, Romania - A tech tip about streamlining and simplifying charging cables and power adapters when traveling. Some concise advice about whether or not "firing fast" really is the best solution to lackluster employees. I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Who are you listening to? appeared first on Rosen Institute.

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From Brasov, Romania - A tech tip about streamlining and simplifying charging cables and power adapters when traveling. Some concise advice about whether or not "firing fast" really is the best solution to lackluster employees. I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Why not just do what you want? appeared first on Rosen Institute.

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From Brasov, Romania - A tech tip about streamlining and simplifying charging cables and power adapters when traveling. Some concise advice about whether or not "firing fast" really is the best solution to lackluster employees. I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Is “firing fast” an excuse? appeared first on Rosen Institute.

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From Sarajevo, A tech tip about bringing your vendors into the team communication software you're already using. Some concise advice about why handing off everything you can to your bookkeeper shouldn't scare you and will make your life easier.

The post Letting go of your finances shouldn’t be scary appeared first on Rosen Institute.

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From Novi Sad, Serbia - A tech tip about the "call whisper" feature available in many VOIP phone systems that can automatically give you advanced information about your caller, as well as allow you to monitor and train new employees. Some concise advice about why using criteria like price, and "experience" to market ourselves isn't meeting our clients where they're actually making their decisions, and how being different is the better approach.

The post Being the best, or being different? appeared first on Rosen Institute.

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From Belgrade, Serbia - A tech tip about the predictive typing features and pre-written responses available in your email app (and additional tools like LightKey), and why I think they're fantastic. Some concise advice about why using your email inbox as a task list is a sure-fire way to let important action-items fall through the cracks, and how introducing some artificial constraints on your inbox can actually make you more productive.

The post Is your inbox too powerful? appeared first on Rosen Institute.

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From Lake Ohrid, Macedonia - A tech tip about why trying out the latest, bleeding-edge apps and products is fun, but you should exercise extreme caution when using them for anything that's mission-critical at your firm. Some concise advice about making (and using) a list of the key frustrations you have in your practice to get your brain engaged in finding solutions to whatever is standing in the way of your goals for the firm.

The post What are your biggest frustrations? appeared first on Rosen Institute.

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From Saranda, Albania - A tech tip about the hassles involved in taking payments from clients in foreign countries and using services like Wise.com, even for trust account payments. Some concise advice about preparing your practice for what some people say is the coming (or perhaps already arrived) recession.

The post Preparing your firm for economic turbulence appeared first on Rosen Institute.

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From Corfu, Greece - A tech tip about why you shouldn't cut corners and why buying the good stuff from market leaders nearly always saves you time and stress in the long run. Some concise advice about the value and impact of memberships in things like civic groups, online communities, and more.

The post The value of membership and belonging appeared first on Rosen Institute.

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From Madrid - A tech tip about why small gains from tiny software utilities add up to big time-savings over the long term, specifically tools like Hazel, PopClip, BetterTouchTool, Paste, and TextExpander. Some concise advice about distinguishing yourself from your competition in your marketing, but why your competition is often not another law firm, but apathy about the problem or lack of awareness about you.

The post Your biggest competitor might not be another firm appeared first on Rosen Institute.

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From Constantine, Algeria - A tech tip about why the view count on YouTube videos you're using to build an audience for your practice is a double-edged sword. Some concise advice about using marketing to build trust by helping your prospective clients, so that you've sealed the deal before they walk in your door.

The post How to win before your client walks in the door appeared first on Rosen Institute.

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From Milan, Italy - A tech tip about getting and using cash when you're traveling to foreign destinations. Some concise advice about celebrating your wins and why celebration will make a big difference in your firm.

The post What do you want them to do? appeared first on Rosen Institute.

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From Milan, Italy - A tech tip about getting and using cash when you're traveling to foreign destinations. Some concise advice about celebrating your wins and why celebration will make a big difference in your firm.

The post Why celebration matters for your team appeared first on Rosen Institute.

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From Naples, Italy - A tech tip about keeping your satellite offices and executive suites tidy even when you can't visit them very often. Some concise advice about marketing, the allure of shiny-object-syndrome, and why every marketing tactic can work, but you have to be willing to stick with it.

The post Will your new marketing tactic work? appeared first on Rosen Institute.

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From Naples, Italy - A tech tip about using expense tracking tools like Expensify and Zoho expense to track mileage, snap photos of receipts, and get reimbursements handled without the headaches. Some concise advice about traveling and why your bias should be toward trusting people rather than being suspicious, as well as overcoming communication issues in countries where you don't speak the local language.

The post Are you biased toward trust, or suspicion? appeared first on Rosen Institute.

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From Tunis, Tunisia - A tech tip for those of you still dictating your notes, and why you may not need extra software or transcription services now that the built-in speech-to-text options in products like Google Docs and Microsoft Word 365 have matured. Some concise advice about why in addition to paying attention the referral sources sending you business, you need to be asking them whether or not you're still delivering the kind of service they feel confident recommending.

The post What you need your referral sources to tell you appeared first on Rosen Institute.

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From Alexandria, Egypt - A tech tip about why in addition to using a password manager like 1password, you should also be using unique codes for your ATM card and to unlock your phone. Some concise advice about why looking exclusively at law firms for business ideas isn't a great idea, since our industry is not generally a trend-setter when it comes to processes and technology.

The post Don’t look at other law firms for ideas appeared first on Rosen Institute.

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From Tunis, Tunisia - If your law firm is going to run like a business, you need systems. The Law Firm Flywheel program is starting soon and we'll be spending aocess for building systems for every asp month creating a prect of your practice so that the practice can run under its own momentum without you having to cary every case and project across the finish line. A tech tip about software that allows you to build, assign, and update your systems using tools like Process.st, SweetProcess, and SystemHub. Some concise advice about why systems matter and how you can make your clients (and yourself) happier with systems that are documented and enforced, rather that used ad-hoc.

The post The Law Firm Flywheel appeared first on Rosen Institute.

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From Cairo, Egypt - A tech tip about tools like Descript.com, Rev.com, and GoTranscript.com for audio transcription. Some concise advice about breaking down the processes behind your client's journey to identify the flaws and get them fixed.

The post What buying pizza taught me about fixing my practice appeared first on Rosen Institute.

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From Baghdad, Iraq - A tech tip about using Trakt.tv to manage the TV and video content you're watching as well as find new things you might enjoy. Some concise advice about travel and my thoughts on the valuable things I've learned from years on the road.

The post How to travel appeared first on Rosen Institute.

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From Bahrain - A tech tip about why using search engines like Brave, Neva, and You.com might get you better results with more privacy and whether we're heading toward a post-Google search landscape. Some concise advice about why asking clients who didn't hire you what went wrong and why they went with someone else might be awkward, but will present you with opportunities for changing your approach and making your firm better.

The post Talking to the potential clients who didn’t hire you appeared first on Rosen Institute.

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From Medina, Saudi Arabia - A tech tip about email privacy services and why they make sense, including my current favorite, AnonAddy. Some concise advice about why you should take the time you're spending watching old TV shows or YouTube videos to send some quick messages to people on your contact list. You're only half paying attention anyway, so why not use the time you're spending on re-runs to touch base with people so you're always top of mind?

The post What you (and I) should be doing instead of watching TV appeared first on Rosen Institute.

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From Dubai, UAE - A tech tip about going paperless - some firms did it decades ago, but a lot are still dealing with way more paper than they should be on a daily basis. Some concise advice about hiring your first employee and why you shouldn't worry about it, because your first hire probably won't work out anyway.

The post Why your first hire won’t work out appeared first on Rosen Institute.

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From Bangkok, Thailand…

A tech tip about using Privacy.com to manage online subscription cancellation and renewals without the normal hassles.

Some concise advice about hiring team members for your firm and why headhunting fees for virtual assistants can creep up on you in less obvious ways than they would with traditional employees.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Are head-hunting fees on virtual assistants worth the cost? appeared first on Rosen Institute.

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From Bangkok, Thailand…

A tech tip about one of my favorite travel tools, TripIt.

Some concise advice about the mindset of the entrepreneur vs. the law firm owner – how they differ, why they differ, and what each kind of objective provides.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Are you a firm owner, or entrepreneur? appeared first on Rosen Institute.

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From Phuket, Thailand…

A tech tip about why you should be using one – yes, just one – computer.

Some concise advice about what I learned about getting better customer feedback from a restaurant manager.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Specific questions get more honest feedback appeared first on Rosen Institute.

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From Phuket, Thailand…

A tech tip about one of the tech tools that I keep coming back to, even after trying the competitors, the “read it later” app Pocket.

Some concise advice about why being the one who initiates communication with your clients gives you a lot more value and customer satisfaction for the same amount of time spent.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Why calling your client is better than your client calling you appeared first on Rosen Institute.

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From Phuket, Thailand…

A tech tip about why you should be looking at hiring an email deliverability expert to make sure your email marketing is landing in your prospective client’s inbox and not in the spam or bulk folders.

Some concise advice about law firm partnerships – you probably know by now that I don’t think they’re a good idea, but since a lot of lawyers choose to get involved in them anyway, I have some thoughts on how you can avoid some of the headaches you’ll might encounter otherwise.

We’re about to dive into our Marketing Tactics Lab program in February. If you’re interested in joining us, you can sign up here.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post My advice for your ill-fated partnership appeared first on Rosen Institute.

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From Bangkok, Thailand…

A tech tip about whether or not software built for lawyers and the legal profession is really a better option than more mass-market products and why a product like Zoho might make more sense than a practice management package.

Some concise advice about my 4 step plan for building your law firm, and your life.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post My 4 step plan for everything appeared first on Rosen Institute.

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From Bangkok, Thailand…

Happy new year! Today – a tech tip about renting cars and saving money with AutoSlash.com and whether what’s called a non-owners insurance policy for a car is worth it for you.

Some concise advice about scheduling your holidays now, for the rest of the year. Blocking off your vacations now, at the beginning of the year, makes it a lot less likely that you’ll run into scheduling issues in a few months time.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Schedule the rest of the year’s holidays right now appeared first on Rosen Institute.

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From Bangkok, Thailand…

A tech tip about sending faxes – yes, really – with GeniusFax.

Some concise advice about performance reviews and how relevant (or irrelevant) they are today.

It’s the last day to join me in the Marketing Accelerator program that starts in January, where we’ll create and tailor the marketing message you need to get the clients you deserve.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Is a performance review still relevant? appeared first on Rosen Institute.

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From Bangkok, Thailand…

Today’s podcast is a little bit different. I want to talk about the two most common issues I hear about when I talk to lawyers, and issues I dealt with myself.

The first is not having enough clients. You know what you’re doing, you’re good at what you do, and you enjoy the law. But there just aren’t enough clients walking through the door. The second is kind of the opposite – you have too many clients. So many that they run you ragged. You feel like you just can’t get ahead. You’re swamped, your team is swamped, and you feel like there’s nothing left to give.

The solution to both these problems is actually more clients – even in the second case. But those clients need to be better. They need to be able to understand and afford the fees you deserv.

And because of that, the solution to the problem of having too few clients, or too many of the wrong clients, lies in how you’re marketing your practice.

Our Marketing Accelerator program is coming in January and I want you to join me as we create and tailor the marketing message you need to get the clients you deserve.

The post Too few clients? Too many? A better message is the solution appeared first on Rosen Institute.

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From Bangkok, Thailand…

Our Marketing Accelerator program is coming in January and you can sign up here to join me as we create and tailor the marketing message you need to get the clients you deserve.

I have a tech tip about using your phone to record videos and why getting an external microphone is absolutely necessary for decent content.

And some concise advice about how to avoid and remove negative reviews on services like Google and Yelp.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post How to fix negative reviews appeared first on Rosen Institute.

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From Bangkok, Thailand…

A tech tip about letting your team bring their own devices when it comes to computers and phones used for work.

Some concise advice about office design and whether it’s worth having a specialist arrange and outfit your workspace.

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Who owns your team’s computers? appeared first on Rosen Institute.

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From Raleigh, North Carolina…

A tech tip about getting your new website done in an hour (rather than weeks or months) with tools like http://carrd.co.

Some concise advice about medical care and staying healthy while traveling, or living out of the US.

My wife Lisa does more in-depth writing on our travels in her weekly newsletter. You can find it here: rosenfinder.com

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post Have a new website by this afternoon appeared first on Rosen Institute.

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From Raleigh, North Carolina…

A tech tip about juggling the multitude of communications platforms we have to use for internal and external communication in a law practice.

Some concise advice about what kind of marketing works (hint: all of it works… if you’re consistent).

I have a lot more ideas about marketing, management, finance, and technology in your practice that I send out in my Friday File email each week. Get it here.

The post What marketing tactics actually work? appeared first on Rosen Institute.