Did you know your law firm might be worth nothing? That’s the - wait, what?! In this episode of the Successful Barrister, Marc Whitehead & Diana Berry talk all things succession planning as it relates to your law firm. Hear how to confront your fears about succession planning, the best options for your succession plan, whether you need to sell your law firm, how to transition from Operator to Owner, and the introduction of our new segment: Marc’s 5 Action Items. Including Marc’s plans at age...
Aug 25, 2025•52 min•Ep. 57
Did you know making new habits is easy? 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 Atomic Habits by James Clear - and apply them to Marc’s busy calendar. Hear how to use the Four Laws of Behavior Change from Atomic Habits, the problem with our calendars, how to pair enjoyable activities with less appealing tasks, how to avoid perfectionism, and how to stay accountable wit...
Aug 18, 2025•48 min•Ep. 56
Did you know TV advertising still works for law firms? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry talk what works and what doesn’t work when it comes to TV advertising for law firms - with all sorts of highs & lows from Marc’s 30+ years running TV commercials. Hear whether TV advertising is dead, the main benefits of TV advertising for your law firm, how to avoid the mistakes Marc made, where to run your ads, and h...
Aug 11, 2025•53 min•Ep. 55
Did you know a good vendor can manage themselves? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry recap their visit to the AAJ 2025 Annual Convention in chilly San Francisco and set the record straight on building & managing strong vendor relationships. Hear how to choose the right vendor for your law firm, how to set clear expectations with your vendors, why you need to communicate frequently & transparently, how t...
Aug 05, 2025•50 min•Ep. 54
Running a profitable law firm is one thing, but maintaining healthy cash flow is another. In this episode of The Successful Barrister , Marc Whitehead and Diana Berry dive into the numbers behind law firm management, specifically focusing on the cash strategies outlined in Verne Harnish’s book Scaling Up . While EOS offers a solid framework for team health and traction, it doesn’t address the cash side of business—so Marc and Diana walk through the cash flow tools they’ve adopted from Scaling Up...
Jul 29, 2025•48 min•Ep. 53
When you’re running a law firm, pressure is part of the package—but how you respond to that pressure determines your long-term success. In this episode of The Successful Barrister , Marc Whitehead and Diana Berry explore how Stoic philosophy can help lawyers navigate the inevitable stressors of legal practice. Drawing from Ryan Holiday’s The Obstacle Is the Way , they discuss how perception, action, and inner strength are essential tools for staying grounded, making better decisions, and leading...
Jul 22, 2025•49 min•Ep. 52
When you're building a legal career, it’s easy to focus on success inside the courtroom—but what about financial success outside of it? In this episode of The Successful Barrister , Marc Whitehead and Diana Berry dive into the path toward true wealth and financial freedom for lawyers using the framework from Robert Kiyosaki’s Cashflow Quadrant . They break down the four types of earners—employee, self-employed, business owner, and investor—and explain how lawyers often end up as accidental busin...
Jul 15, 2025•51 min•Ep. 51
What do cargo planes, Star Wars, and disability law have in common? In this episode, Marc and Diana dive deep into the power of storytelling and why every lawyer needs to master it—both in the courtroom and in their marketing. Whether you’re persuading a jury or speaking to potential clients, turning your cases into compelling narratives makes all the difference. They discuss insights from Donald Miller’s Building a StoryBrand and break down the SB7 framework with a fictional—but all too familia...
Jul 08, 2025•51 min•Ep. 50
When you're running a firm, having great ideas isn't the hard part—implementing them is. In this episode of The Successful Barrister , Marc Whitehead and Diana Berry introduce you to the Entrepreneurial Operating System (EOS), a proven framework that helps law firms gain traction. From the Vision Traction Organizer to Level 10 meetings and scorecards, they walk through the tools that brought clarity and accountability to their firm. You'll learn how to identify the right tools for your team, whe...
Jul 01, 2025•1 hr 1 min•Ep. 49
Labor shortages, retention problems, and rising costs—sound familiar? In this episode, Marc and Diana discuss how offshoring (and nearshoring) can solve staffing problems without compromising quality. You’ll hear firsthand experiences, best practices, vendor recommendations, and how Marc Whitehead & Associates integrates offshore staff into the firm culture. If you’ve been curious about how offshoring could work in a legal setting, this episode is packed with the insight and cautionary wisdo...
Jun 24, 2025•58 min•Ep. 48
When cash flow gets messy, even the most organized firm can spiral into chaos. In this episode of the Successful Barrister, Marc Whitehead and Diana Berry dive into the mechanics of law firm profitability, from phantom income to the RULES matrix. They talk candidly about the financial traps contingency firms fall into and how Marc Whitehead & Associates dug their way out. You’ll learn why more cases don't always equal more profits and how law firm owners can use financial data—not gut feelin...
Jun 17, 2025•54 min•Ep. 47
Marketing on a budget? As Marc Whitehead sees it, most firms are looking for a way to compete with the 800-pound gorilla in their market. How do you outcompete someone with a million-dollar budget? You don’t—you outsmart them. Tune in for tips about smart marketing, the top three channels for marketing on a budget, and key tips from Allan Dib’s Lean Marketing . Marc and Diana start by defining lean marketing, and then they dive into the book Lean Marketing and their takeaways from it. They move ...
Jun 10, 2025•49 min•Ep. 46
Looking for the latest insights on marketing and managing your firm? In today’s episode of the Successful Barrister Podcast, Marc and Diana discuss their key takeaways from the PILMMA (Personal Injury Lawyers Marketing & Management Association) Super Summit. They share their most memorable insights and favorite speakers, and share how they plan to apply these insights to Marc Whitehead & Associates. Tune in for information on holding your vendors accountable, scaling your firm, and makin...
Jun 03, 2025•50 min•Ep. 45
Looking to level up your firm? There are lots of programs out there to help small businesses create better internal systems, and Marc Whitehead & Associates uses EOS, or the Entrepreneurial Operating System. After one year of EOS, Marc and Diana give their review of EOS’s top benefits and surprises, as well as the issues EOS was not able to fix. Tune in to find out what to expect from EOS, how to make the most of it, and whether it is the right fit for your firm. For detailed show notes, nav...
May 27, 2025•45 min•Ep. 44
Marketing is only half the battle. While marketing can be extremely valuable, any marketing spending is wasted if your firm does not have the capacity to sign on the cases your marketing attracts. In today’s episode of the Successful Barrister Podcast, Marc and Diana discuss how Marc Whitehead & Associates created a winning intake department; from early mistakes the firm made to five quick tips to set your intake department up for success. Plus, Marc is offering his firm’s intake training ma...
May 20, 2025•50 min•Ep. 43
Your clients shouldn’t just be your clients. They should be a crucial piece of your marketing strategy. In today’s episode, Marc Whitehead and Diana Berry discuss the basics of client referral marketing, from how to collect client referral sources to how to create memorable moments with your client to keep your firm top-of-mind. From digital newsletters to snail mail to social media, there are lots of ways to stay in touch with your clients and community. Diana and Marc discuss some of the ways ...
May 13, 2025•47 min•Ep. 42
Are you making the most of your referral network? Building and maintaining a robust referral network is a long-term strategy that will help you get consistent sources of new cases, but building a network is a marathon, not a sprint. In today’s episode of the Successful Barrister Podcast, learn how to build a referral marketing network, how to maintain your network, and how to stay top of mind for your referral sources. Marc and Diana begin by explaining what attorney referral marketing is, how i...
May 06, 2025•53 min•Ep. 41
Marc’s Top 10 Books, Ten Books for a Better Law Practice (And Business), Ten Books to Grow Your Firm Are you taking business advice from outside of the legal world? In today’s episode, Marc presents his top ten books for growing your law firm. True to character, he has broken his own rules and covers fourteen books in the episode. Some cover the legal field specifically, while others focus on business more generally – your firm will benefit from both. Find out Marc’s favorite books and key takea...
Apr 29, 2025•1 hr•Ep. 40
Is People Intelligence, Getting Emotional: Improve Your Firm’s EQ Sometimes, the soft skills are the hard skills. While emotional intelligence may seem like a fluffy concept, it can have real benefits in your practice. In this episode of the Successful Barrister, Marc and Diana discuss (and debate) the importance of emotional intelligence in law firms, particularly in your leadership team. They discuss the four components of emotional intelligence, times they applied at the firm, and how emotion...
Apr 22, 2025•47 min•Ep. 39
In this episode of the Successful Barrister, Diana Berry presents a list of her top ten book recommendations for law firms. From general business tips to books specific to firms, Diana covers books that have helped her gain a better understanding of Marc Whitehead & Associates and her role at the firm. Reach out to Diana to let her know if you agree or disagree with her favorites – and tune in next week to hear Marc’s list. For detailed show notes, navigate using the time stamps below: [2:14...
Apr 15, 2025•45 min•Ep. 38
Are you an effective executive? If you’re not sure, or even if you think you are, you can learn something from this episode of the Successful Barrister. In this conversation, Marc and Diana discuss leadership skills as conceptualized by Peter Drucker in his book The Effective Executive . Importantly, Drucker conceptualizes leadership as different than management; and argues that while many of us learned how to manage, that does not mean we know how to lead. Learn how to treat leadership as a ski...
Apr 08, 2025•47 min•Ep. 37
Thirty-Year Working Relationship! How do you retain your top talent? Fostering working relationships that last can be complicated, but Marc has worked with his paralegal Mel for thirty years, so he must be doing something right. On this first-ever guest cohost episode of Successful Barrister, Marc and Mel discuss why Mel stay for so many years; from how they met to the qualities that make them compatible. For detailed show notes, navigate using the time stamps below: [1:29] For the first time, M...
Apr 01, 2025•34 min•Ep. 36
In some ways, business can feel like a sport – there’s players, strategy, and to an extent, rules to play by to be successful. However, unlike a sport, business is not static; it does not have set p-layers, a set length, or an endpoint. In this episode, Marc and Diana discuss The Infinite Game by Simon Sinek. The book explores business through the lens of longevity and legacy, and gives tips to help you address the infinite nature of your business. Marc and Diana move through the five concepts S...
Mar 25, 2025•50 min•Ep. 35
How do you get in front of the right clients? In today’s episode of the Successful Barrister Podcast, Marc and Diana discuss The One Page Marketing Plan as it relates to the marketing strategy of Marc Whitehead & Associates. Lots of firms are stuck in the past with their marketing, so taking inspiration from other industries can help your firm reach its future clients. There are three main pillars of marketing: the channels you choose, your USP (unique selling proposition), and your customer...
Mar 18, 2025•50 min•Ep. 34
Success can be simple. In today’s episode, Marc and Diana offer ten simple strategies that have contributed to Marc’s success for your practice to adopt. From scalability to marketing, these tips will help you plan for your firm’s future instead of getting caught up with in the whirlwind of day-to-day tasks. For detailed show notes, navigate using the time stamps below: [1:50] Instead of discussing a book, today’s episode is about the top ten things that have made Marc successful. [4:23] Marc’s ...
Mar 11, 2025•1 hr 5 min•Ep. 33
Do you think you’re a great boss? Most of us do, but being a great boss is deceptively difficult and takes practice. Today, Marc and Diana discuss the appropriately titled How to Be a Great Boss by Gino Wickman and René Boer. They dive into the appropriate balance of friendliness and detachment from your employees, the key areas where bosses often fail, and how your workplace compares to a bus. For detailed show notes, navigate using the time stamps below: [2:28] Today’s episode is about how to ...
Mar 04, 2025•44 min•Ep. 32
As a leader in your firm, you are not paid to get bogged down in the day-to-day tasks of your practice –you are paid to think. This can be difficult for many of us, because thinking is amorphous and unstructured. However, Paid to Think: A Leader’s Toolkit for Redefining Your Future by David Goldsmith gives a structure for your thinking. Learn how you can think and plan more effectively, how to project the future, and how to broaden your perspective to benefit your firm. For detailed show notes, ...
Feb 25, 2025•58 min•Ep. 31
In today’s episode of the Successful Barrister, Marc and Diana discuss the Stay Interview, a concept introduced by Richard P. Finnegan. The idea of a stay interview is simple – companies conduct exit interviews to understand why employees are leaving, but if they had that information before they left, they could have prevented that turnover. Marc and Diana explain the questions Finnegan coined, and how Marc Whitehead & Associates handles its version of stay interviews. For detailed show note...
Feb 18, 2025•39 min•Ep. 30
Productivity might be even more important than you realize. As Marc describes it, productivity is about buying back your time – it allows you to work faster, make more money, and spend more time living the life you want to live. In today’s episode, Marc and Diana discuss productivity through the book Smarter Faster Better: The Secrets of Being Productive in Life and Business by Charles Duhigg. They pick their favorite tips and explain how they apply to Marc Whitehead & Associates and firms m...
Feb 11, 2025•42 min•Ep. 29
Is your firm afraid of AI? Or are you one of the many of firms who have adopted it? While AI has a mixed reputation in the legal industry, it can be extremely useful when applied responsibly. In today’s episode, Marc and Diana discuss their firm’s adoption of AI and advise listeners on how they can adopt artificial intelligence responsibly. For detailed show notes, navigate using the time stamps below: [1:17] Today’s episode is about the latest CLIO trends report, which was published at the end ...
Feb 04, 2025•48 min•Ep. 28
