Best Solo Professional Automation Podcasts (2025)

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#560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential with Leticia DeSuze 36:56

24h ago36:56

36:56

Feeling like you're the only one holding everything together in your law firm? You're not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professio…

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#559: The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites , with Conroy Creative Counsel (Sponsored) 18:29

3d ago18:29

18:29

In this conversation, Karin Conroy, a legal marketing strategist, discusses the evolution of law firm websites and the importance of unique branding in legal marketing. She emphasizes the pitfalls of copying competitors and the need for firms to develop their own unique selling propositions. The discussion also touches on the significance of being …

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Why Your Canadian Solo Practice Needs Canadian Web Hosting 20:58

1d ago20:58

20:58

If you're a Canadian professional, where your website is hosted has serious legal and practical implications. This isn't just about patriotism—it's about regulatory compliance, client privacy, and practice efficiency. In this episode, Greg Mount explains why Canadian web hosting matters for professionals in regulated industries and outlines a frame…

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Building a Personal Brand as a Financial Planner with Dr Pieter de Villiers 34:17

3d ago34:17

34:17

Send us a text In this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients. Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what make…

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Test Episode 1:35

6d ago1:35

1:35

Testing testing testingBy Rick Currier

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#558: The Wealthy Lawyer: Practical Financial Strategies for Legal Professionals with Darren Wurz 41:51

8d ago41:51

41:51

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modu…

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The Invisible Workload of Running a Practice 33:57

10d ago33:57

33:57

Send us a text Running a financial planning practice involves a lot more than client meetings and advice. Behind every success story is a mountain of invisible work — compliance headaches, team issues, tech frustration, and never-ending admin. In this week’s episode of PROpulsion LIVE, we pull back the curtain and talk honestly about what practice …

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#557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris 33:36

14d ago33:36

33:36

Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach. You'll gain practical knowled…

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The Double-Edged Sword of Comparison in Financial Advice 36:58

17d ago36:58

36:58

Send us a text In this episode of PROpulsion LIVE, we explore a powerful yet often overlooked topic: how comparison shows up in the world of financial planning – and the impact it has on confidence, focus, and fulfilment. From industry awards to social media highlights, the pressure to measure success by someone else's yardstick is everywhere. But …

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#556: Hidden Data: What Lawyers Need to Know About Digital Forensics, with Cole Popkin 16:21

19d ago16:21

16:21

Recorded live at the ABA Techshow, Zack Glaser interviews Cole Popkin, a digital forensics senior analyst at Proven Data, to shed light on the increasingly relevant field of digital forensics for legal professionals. Cole shares how understanding the basics of digital forensics can benefit lawyers in all practice areas, from litigation to transacti…

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#555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner 46:27

29d ago46:27

46:27

What if the key to better legal work isn’t just smarter tools but more inclusive ones? Susan Tanner, Associate Professor at the University of Louisville Brandeis School of Law, joins Zack Glaser to explore how AI and universal design can improve legal education and law firm operations. Susan shares how tools like generative AI can support neurodive…

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The Hidden Engine Behind High-Performing Advisory Firms with Louis Schlebusch 41:21

1M ago41:21

41:21

Send us a text In this episode of PROpulsion LIVE, we speak to *Louis Schlebusch, Director of BRISCH Administration Services*, about the often-overlooked engine behind successful advisory practices — your back office. Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We…

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#554: Competence and Diligence in Light of Changing Laws and Regulations 41:46

1M ago41:46

41:46

Attorney Craig Dobson, an expert on ethics and professional responsibility, joins Stephanie Everett to talk about the ethical and professional responsibility concerns lawyers face in a rapidly evolving legal landscape. They discuss how solo and small firm attorneys can stay compliant while leveraging new tools, the importance of confidentiality and…

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Ep #407: A Decade of Building XYPN from the Inside Out 49:49

1M ago49:49

49:49

In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growi…

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Client Meetings and Events That Leave a Mark with Anrico Du Plessis 36:38

1M ago36:38

36:38

Send us a text In this episode of PROpulsion LIVE, we’re joined by Anrico du Plessis, CEO of Multi-Media, to explore how technology can be used not as a gimmick—but as a tool for creating powerful audience-first experiences. Whether you’re planning a client event, hosting webinars, or delivering presentations, this conversation will shift the way y…

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#553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach 42:28

1M ago42:28

42:28

Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions…

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The Trusted Adviser in a Low-Trust Society 30:52

2M ago30:52

30:52

Send us a text In this episode of PROpulsion LIVE, we unpack what it takes to be a trusted financial adviser in today’s polarised, politically uncertain, and low-trust world. With public confidence in institutions at historic lows, financial planners face a new challenge: building and maintaining trust in an environment where scepticism is the defa…

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#552: Should Your Law Firm Welcome Non-Lawyer Owners? Insights from UK Attorney Corinne Staves 26:45

2M ago26:45

26:45

What if law firms didn’t have to be owned by lawyers? In the UK, non-lawyer ownership has been shaking up the legal industry for over a decade, bringing in private equity, corporate structures, and even stock market listings. But has it led to innovation or just new ethical dilemmas? Corinne Staves, a UK legal expert, joins Lawyerist Podcast to rev…

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Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo 34:43

2M ago34:43

34:43

Going independent doesn’t mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN Sapphire helped him navigate compliance, operations, and client transfers—without sacrificing his brand or autonomy. He opens up about building a lifestyle practice, overcomin…

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#551: Becoming the AI Driven Leader, with Geoff Woods 44:48

2M ago44:48

44:48

In this episode, Geoff Woods discusses his book, 'The AI Driven Leader,' exploring how AI can serve as a thought partner for lawyers and business owners. He emphasizes the importance of adapting leadership skills to navigate technological disruptions, the strategic use of AI in business, and the mindset shift required to embrace these changes. The …

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The Future of Money and Mindset with Charlotte Kemp 31:59

2M ago31:59

31:59

Send us a text In this episode of PROpulsion LIVE, we sit down with Charlotte Kemp, a futures thinking coach, to explore two key trends that are shaping the future of financial planning: Binary vs Fluid Thinking – Do we see financial decisions as fixed or adaptable? Scarcity vs Abundance – Do we operate from a place of limitation or opportunity? Th…

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#550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam 46:54

2M ago46:54

46:54

Zack talks with the hosts of the Lunch Hour Legal Marketing Podcast, Gyi Tsakalakis, and Conrad Saam about how artificial intelligence is affecting consumer behavior and how your law firm should adjust to the changing market. Additionally, they discuss how to leverage AI to your advantage against your own marketing data to be more deliberate with y…

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Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation 38:00

2M ago38:00

38:00

On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process. During our conversation, Libby breaks down her three-phase onboarding approach: the first 30 days focused on professionalism, days 30-60 on surprising and deligh…

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The Art of Letting Go: Removing What’s Holding Your Practice Back 26:35

2M ago26:35

26:35

Send us a text Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day. We’ll look at everything from juggling too many product providers and…

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#549: A Journey into Video Marketing, with Temi Siyanbade 41:11

2M ago41:11

41:11

In this conversation, Temi Siyanbade, founder of TOS Legal, discusses the importance of video marketing for legal professionals. She shares her journey into using video to connect with clients and build her brand, emphasizing the need to overcome the fear of being on camera. Temi explains how video can enhance legal marketing by building rapport wi…

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Building a Client Base vs Building a Client Community 22:17

3M ago22:17

22:17

Send us a text This week on PROpulsion LIVE, we’re diving into a game-changing shift: moving beyond a client list and creating a true client community. Why does this matter? When clients connect with you—and each other—you build trust, loyalty, and natural referrals. A strong community isn’t just about engagement; it’s about business growth, deeper…

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#548: Essential Strategies to Know Before You Go Solo, with Stephanie Everett 43:01

3M ago43:01

43:01

Dreaming of launching your own law firm or leveling up your current practice? In this episode, Stephanie Everett shares the top five game-changing strategies you need to know to build a thriving law firm. From crafting a crystal-clear vision to mastering your tech stack and establishing solid legal and financial foundations, they’ve got you covered…

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The Skills Financial Advisers Need for an AI-Integrated Future 36:11

3M ago36:11

36:11

Send us a text AI is changing the way financial advisers work. Some see it as a challenge, others as an opportunity. The question is—how do you make AI work for you instead of against you? In this episode of PROpulsion LIVE, we explore how financial advisers can embrace AI to grow their businesses, improve efficiency, and enhance client relationshi…

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#547: Legal Tech You Need for Flat Fees, with Adriana Linares 29:14

3M ago29:14

29:14

Stephanie talks with New Solo podcast host, Adriana Linares, about the technology necessary to run a law practice and move away from the billable hour. Adriana emphasizes the importance of automation and organized client files and communication. Additionally, Zack talks with Lindsay Bushong, from MyCase, about what software law firms can use to man…

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#546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy 31:20

3M ago31:20

31:20

In this conversation, Karin Conroy and Zack Glaser discuss the integration of AI in marketing, emphasizing the importance of maintaining a human touch while leveraging technology. They explore the significance of a unique brand voice, particularly the value of female perspectives in marketing. The discussion also covers Google's EAT principles, the…

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Building a Value Proposition That Grows with Your Financial Advisory Practice 30:52

3M ago30:52

30:52

Send us a text In this episode of PROpulsion Live, we look at how financial advisers can build and improve their value proposition throughout their careers. Whether you're just starting out, looking to grow, or leading an established firm, understanding and explaining your unique value is essential. Join us as we discuss focused strategies for diff…

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#545: Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas 35:19

3M ago35:19

35:19

In this conversation, Rho Thomas, a money coach for lawyers, discusses the financial struggles faced by legal professionals, particularly focusing on student loans, lifestyle expectations, and the impact of debt. Rho emphasizes the importance of intentional spending, budgeting, and making significant financial decisions, such as housing choices. Th…

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The Year to Explore: Mindset, Growth & Innovation 24:40

3M ago24:40

24:40

Send us a text Welcome to Season 6 of PROpulsion LIVE! This year’s theme is "Explore", and in this episode, we unpack what that means for financial planners in 2025. Francois du Toit from PROpulsion discusses: 🔹 Mindset shifts – The key to growth. 🔹 Learning as an adventure – Moving beyond compliance. 🔹 Experimentation – Testing and adapting for su…

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#544: How to Build a Respectful Legal Workplace, with Erika Harold 18:29

3M ago18:29

18:29

In this conversation, Zack Glaser and Erica Harold discuss the prevalence of bullying in the legal profession, highlighting a study conducted by the Illinois Supreme Court Commission on Professionalism. They explore the findings of the study, which revealed that one in four Illinois lawyers experienced bullying and discuss the need for concrete rec…

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Building Professional Credibility in the Digital Space 14:29

3M ago14:29

14:29

Moving your practice online? Learn how to establish and maintain your professional credibility in the digital world without compromising your values or standards. In this episode, Greg Mount explores how Canadian professionals can thoughtfully translate their expertise into an effective online presence while navigating regulatory requirements and p…

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#543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy 40:54

4M ago40:54

40:54

In this conversation, Hillary Gerzhoy discusses the intersection of legal ethics and artificial intelligence (AI) in the legal profession. She highlights the risks associated with incorporating AI into legal practices, emphasizing the importance of confidentiality and the distinction between open and closed AI systems. The conversation also delves …

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#542: Getting the Most out of Legal Conferences, with Ruby Powers 29:02

4M ago29:02

29:02

In this conversation, Ruby Powers and Stephanie discuss the significance of attending legal conferences, particularly the ABA TECHSHOW. They explore the differences between local and national events, the benefits of networking, and how to maximize the conference experience. Ruby shares her personal experiences and insights on how these events can b…

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Ep #404: Building a Purpose-Driven Practice in Three Months 49:28

4M ago49:28

49:28

XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals. In this episode, Rob dives into his process for guiding advisors to define bot…

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#541: Why the Best Teams Have Keystone Conversations, with Michael Bungay Stanier 30:48

4M ago30:48

30:48

In this episode, Stephanie talks with Michael Bungay Stanier, the author of The Coaching Habit, about his new book How to Work with (Almost) Anyone. They discuss how successful law firm leaders know how to effectively coach teammates and how to foster what Stanier calls the ‘Best Possible Relationships’ (BPRs). This discussion emphasizes the import…

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#540: Microsoft Word Rules Every Lawyer Needs to Know, with Barron Henley 37:02

4M ago37:02

37:02

In this conversation, Barron Henley shares his expertise on document automation and formatting in Microsoft Word, focusing on hidden features, effective techniques, and the importance of styles. He discusses common pitfalls lawyers face and provides practical solutions to streamline document creation, including the use of templates, styles, numberi…

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Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer 51:09

4M ago51:09

51:09

On this episode of XYPN Radio I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your a…

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