Best Fractional General Counsel Podcasts (2025)

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The Fractional General Counsel: A Key Member of an Elite Advisor’s Team – Episode 54 43:19

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2d ago43:19

43:19

When it comes to serving HNW clients, your team of experts is everything. And increasingly, one of the key members of high-impact advisors’ teams is a fractional general counsel who works with entrepreneur clients. This week, Koby Wilbanks, founder of Continuum Legal, shines some light on the world of fractional general counsels—what they do, who c…

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Welcome to the New IP Wild West 26:15

2d ago26:15

26:15

Your product just went viral, and then... you get a cease and desist. In the new "IP Wild West," e-commerce businesses and AI-powered companies are facing unprecedented legal risks. In this episode, Pankaj Raval and Sahil Chaudry dive into the biggest IP liabilities facing modern entrepreneurs. They cover the dangers of AI-generated content, the "V…

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The Social Media Litigator: From Crisis to Clicks 36:41

9d ago36:41

36:41

How does an immigrant's son, after watching his father's business get destroyed by a $200,000 inherited tax liability, become a top business litigator? In this powerful episode, Parag Amin shares his deeply personal origin story and how it fuels his mission to protect entrepreneurs. He also pulls back the curtain on building a law firm using social…

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We Are Feeling Machines That Think 33:54

16d ago33:54

33:54

Short Summary Why do so many high-achieving professionals feel unfulfilled? In this profound conversation, Pankaj and Sahil talk with Judith Gordon, a lawyer-turned-UCLA professor and mindfulness expert, about the missing ingredient in demanding careers: emotional intelligence. Judith dismantles the myth of pure logic (we are "feeling machines that…

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The Devil's in the Details: How to Negotiate With Your Landlord 24:37

23d ago24:37

24:37

Signing a commercial lease is one of the biggest financial commitments an entrepreneur will ever make, and treating it like a simple apartment rental is a catastrophic mistake. In this episode, Pankaj and Sahil are joined by real estate law expert Robby Pinnamaneni (formerly of LinkedIn, Salesforce, and Facebook) to pull back the curtain on commerc…

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Win the Wallet—Smart Ways to Manage More of Your Clients’ Wealth – Episode 53 25:29

24d ago25:29

25:29

Growing your financial advisory practice doesn’t need to mean adding more clients. Instead, business growth can start with what’s right in front of you: your current clients—retaining them and attracting additional assets from them. Most financial advisors manage only a portion of what their clients have. And when life throws trigger events at your…

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The $28 Million Freshman: Inside the NIL Gold Rush and the Future of College Sports 13:42

1M ago13:42

13:42

In this conversation, Pankaj Raval and Sahil Chaudhary discuss the evolving landscape of college sports, particularly focusing on the recent changes in regulations that allow athletes to be compensated for their name, image, and likeness (NIL). They explore the investment opportunities in college sports, the complexities of NIL agreements, and the …

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Public Airwaves vs. Private Platforms: The Real Fight for Free Speech 22:33

1M ago22:33

22:33

In this episode of Letters of Intent, hosts Pankaj Raval and Sahil Chaudry delve into the recent controversies surrounding freedom of speech in media, focusing on the case of Jimmy Kimmel and Disney. They discuss the implications of public airwaves versus private platforms, the future of broadcasting in a streaming-dominated world, and the impact o…

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The Wealth Management Meeting Process: Screen, Discover and Present like an Elite Advisor – Episode 52 29:56

1M ago29:56

29:56

By CEG Worldwide and CEG Insights

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Elon Musk’s X Lawsuit: Trademark Lessons for Business Owners 18:17

1M ago18:17

18:17

In this episode of Letters of Intent, hosts Pankaj Raval and Sahil Chaudry discuss the complexities of trademarks and branding, focusing on a recent trademark lawsuit involving Elon Musk's rebranding of Twitter to 'X'. They explore the legal implications of trademark infringement, the importance of having a strong trademark, and strategies for prot…

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Trademark Watch: The Secret Weapon Every Brand Needs 13:44

2M ago13:44

13:44

In this episode of Letters of Intent, Pankaj Raval and Sahil Chaudry discuss the critical importance of trademarks and brand protection for business owners. They delve into the necessity of monitoring trademarks to prevent loss of rights, the compliance requirements set by the USPTO, and the significant costs associated with enforcement if proactiv…

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Spotlight: Specialty Tax Planning For HNW Clients – Episode 51 27:37

2M ago27:37

27:37

The ultra-affluent sometimes need advanced tax mitigation and estate planning. Wealth managers having that expertise at the ready can be hugely important to helping both that client and your own bottom line. At CEG Worldwide, we work with Roger Silk at Sterling Foundation Management as part of our Virtual Family Office Network of highly specialized…

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A16Z Takeaways: How Founders Win in Today’s Capital Markets 14:00

2M ago14:00

14:00

What does it take to raise capital and scale in today’s market? In this episode of Letters of Intent, Pankaj Raval and Sahil Chaudry unpack key takeaways from a recent Andreessen Horowitz (A16Z) event in Los Angeles. They dive into the realities of today’s capital markets, why defensible revenue matters more than ever, and the common legal pitfalls…

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What Every Business Owner Should Know About Trademark Infringement 28:46

2M ago28:46

28:46

In this episode of Letters of Intent, Sahil Chaudry and Pankaj Raval discuss the intricacies of intellectual property, focusing on trademarks and copyrights. Pankaj shares his journey in founding Carbon Law Group and emphasizes the importance of protecting brand identity through trademarks. The conversation covers the differences between trademarks…

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Protecting What Matters Most: Cybersecurity Strategies for High-Net-Worth Families – Episode 50 40:12

2M ago40:12

40:12

What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity. Cybercrime losses hit $16.6 billion in 2024. That’s up six-fold in just five …

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From Immigrant to Advocate: Daven Ghandi’s Journey to the American Dream 28:27

3M ago28:27

28:27

In this episode of Letters of Intent, hosts Pankaj Raval and Sahil Chaudry engage with Daven Ghandi, an immigrant attorney and content creator, who shares his personal journey navigating the U.S. immigration system. David discusses the challenges he faced as an international student, the importance of empathy in legal practice, and how he uses soci…

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Three Ways to Break Through to the Next Level of Success – Episode 49 22:29

3M ago22:29

22:29

CEG Insights recently interviewed more than 1,000 elite financial advisors to answer a vital question: What are the top financial advisors in our industry doing that sets them apart and empowers them to succeed at such a high level? Here’s what we found—along with strategies to implement that can put you on a path to the next level of success. Watc…

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Tariffs, IPOs & Raising Capital: Lessons from India’s Market Boom and U.S. Trade Shifts 23:38

3M ago23:38

23:38

In this episode of Letters of Intent, hosts Pankaj Raval and Sahil Chaudry discuss Sahil's recent trip to India, focusing on the IPO of his father-in-law's company amidst significant tariff announcements from the U.S. They explore the implications of these tariffs on U.S.-India relations, the resilience of the Indian market, and the importance of f…

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Pushing the Envelope with Van Deeb: Better Relationships, Business Success 19:16

3M ago19:16

19:16

In this episode of Law Talk with the Flock, Jeana sits down with real estate entrepreneur and the region’s foremost motivational speaker, Van Deeb, to explore what it really takes to build a business with integrity — and why having the right legal partner is part of that equation. Van shares stories from growing one of the Midwest’s most successful…

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Scaling Businesses with Jeff Baldassari: Leadership, Mindset, and Breaking Growth Roadblocks 37:54

3M ago37:54

37:54

In this conversation, Pankaj Raval and Jeff Baldassari explore the intersection of law, business, and leadership. Jeff shares his journey from practicing law to becoming a successful CEO, emphasizing the importance of mentorship, communication, and understanding the dynamics of people in organizations. They discuss the challenges of transitioning f…

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Show Up When Investor Confidence Falters – Episode 48 19:32

3M ago19:32

19:32

A recent CEG Insights Wealth Confidence Report showed that investors with a net worth of $1 million or more are down in the dumps. But even worse, the Report also shows that far too many financial advisors aren’t bothering to reach out to their clients at a time when those clients need your perspective, insights and reassurance. Failing to support …

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The Future Is Creative: AI, Storytelling & Big Deals with Tony Ringor 25:53

3M ago25:53

25:53

In this episode of Letters of Intent, hosts Pankaj Raval and Sahil Chaudry engage with Tony Ringor, a creative visionary with a rich background in branding, advertising, and technology. The conversation explores Tony's journey from his early days in comics to his impactful experiences at Disney, including a memorable presentation to Steve Jobs. The…

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The Big Beautiful Bill: What Founders and Startups Need to Know 10:07

4M ago10:07

10:07

In this episode of Letters of Intent, Pankaj Raval and Sahil Chaudry discuss the implications of a significant new tax bill for entrepreneurs and business operators. They explore various aspects of the bill, including immediate cash flow benefits from capital expenditures, R&D expensing, qualified business income deductions, childcare credits, and …

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Law Meets Lights, Camera, Action: London Lewis Breaks It Down 34:07

4M ago34:07

34:07

In this episode of Letters of Intent, host Pankaj Raval and corporate attorney Sahil Chaudry welcome London Lewis (Wright-Pegs), a veteran legal executive in the entertainment industry. They explore London's journey from growing up in Windsor Hills to becoming a prominent figure in entertainment law, her transition into producing and screenwriting,…

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Top 4 Ways To Build a High-Performance Team – Episode 47 32:29

4M ago32:29

32:29

Great teams don't just happen--they are built with purpose. For elite wealth managers looking to scale to the next level, your next hire could be the hinge that swings open the door to exponential growth--or slams it shut. That's why the best in our profession don't leave team building to chance. They hire with precision, source with strategy, and …

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How to Control Your Legal Spend With A Fractional General Counsel 11:29

4M ago11:29

11:29

In this episode of Law Talk with the Flock, CEO Jeana Goosmann teams up with law partner Barry Sackett to spotlight an innovative legal solution tailored for growing businesses: Fractional General Counsel (“GC”). With a career spanning in-house leadership and private practice, Barry unpacks how Goosmann Law Firm’s Fractional GC model provides execu…

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From Air Force to Amplifier: Lessons in Entrepreneurship with Nate Carden 44:18

4M ago44:18

44:18

In this episode of Letters of Intent, Sahil Chaudry interviews Nate Carden, a former Air Force officer turned entrepreneur. They discuss Nate's journey from the military to the startup world, the lessons learned from early failures, and the importance of storytelling in business. Nate shares insights on building Bunker Labs to support veteran entre…

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Navigating the Complexities of Immigration with Raghu Reddy Suram 28:25

4M ago28:25

28:25

In this episode of Letters of Intent, host Pankaj Raval speaks with Raghu Reddy Suram, founder of EB1A Experts, about the complexities of the immigration system, particularly focusing on the EB1A visa. Raghu shares his entrepreneurial journey, the challenges faced in the immigration consultancy space, and how AI is being leveraged to improve effici…

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Unlocking Legal Marketing Through Podcasting with Dennis Meador 26:08

5M ago26:08

26:08

In this episode of Letters of Intent, host Pankaj Raval and guest Dennis Meador delve into the world of legal marketing, focusing on the transformative power of podcasting for attorneys. Dennis shares his journey from entrepreneurship to establishing the Legal Podcast Network, emphasizing the importance of storytelling and content creation in build…

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Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46 51:01

5M ago51:01

51:01

For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built. Trouble is, financial advisors often don’t possess the deep expertise needed to create…

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Navigating IP in the AI Era: Copyright, Trademarks, and Fair Use with Sara Gold, Esq. 32:51

5M ago32:51

32:51

In this episode of Letters of Intent, host Pankaj Raval speaks with IP attorney Sara Gold, Esq. about her journey into intellectual property law, the complexities of copyright and trademark law, and the implications of AI on copyright. They discuss the importance of fair use, the process of registering trademarks, and the challenges of responding t…

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A Smarter Way to Settle: Practical Tools for Small Business Dispute Resolution 26:04

5M ago26:04

26:04

In this episode of Law Talk with the Flock, CEO Jeana Goosmann welcomes Katherine Gloede of the American Arbitration Association (AAA) for a deep dive into how small businesses can take control of legal risk and avoid costly court battles. Katherine shares actionable strategies — like flat-fee mediation options and tailored contract clauses — that …

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AI Contract Battle: What Happens When a Lawyer Reviews a ChatGPT Contract? (Video Optimized) 21:43

5M ago21:43

21:43

Keywords AI contracts, contract drafting, manufacturing agreements, legal advice, risk management, intellectual property, quality control, warranties, termination, statements of work Summary In this episode, Pankaj Raval and Sahil Chaudry discuss the implications of using AI for drafting contracts, particularly in the context of manufacturing agree…

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From Corporate to Creative: How Cynthia Ferngren Builds Brands That Win 34:44

5M ago34:44

34:44

Keywords branding, entrepreneurship, marketing, design thinking, client relationships, brand strategy, legal considerations, AI in business, personal values, storytelling Summary In this episode of Letters of Intent, Pankaj Raval and Sahil Chaudry engage with branding expert Cynthia Ferngren to explore the nuances of branding in entrepreneurship. C…

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How Great Coaching Can Accelerate Your Success – Episode 45 37:46

5M ago37:46

37:46

Let’s be honest: Financial advisors are often very successful people who have figured out a lot of things on their own. But even top financial advisors can potentially build on and accelerate their success if they enlist the help of a coach. And certainly if you’re struggling, coaching can be vital. In our experience, coaching is the ignition switc…

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Into the Silence: What Five Days Without Speaking Taught About Living with Intention 29:12

5M ago29:12

29:12

This week on Letters of Intent, Sahil interviews Pankaj about his transformative experience at a five-day silent meditation retreat. They discuss the challenges and insights gained from practicing mindfulness, the structure of the retreat, and how these experiences can be applied to both personal and professional life, particularly in the legal fie…

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Venture in the Void: Dilveer Vahali on Funding Innovation Before the Framework Exists 57:44

6M ago57:44

57:44

This week on Letters of Intent, Dilveer Vahali joins Pankaj and Sahil to discuss his remarkable legal journey from Wall Street to Web3. As a Sikh American professional, Dilveer shares how he transformed potential challenges into distinctive advantages throughout his career. Having worked at Citigroup during the 2008 financial crisis, made partner a…

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Three Big Reasons You Need AI in Your Wealth Management Practice – Episode 44 43:00

6M ago43:00

43:00

Artificial intelligence isn't the future of wealth management—it’s already here, shaking up our industry in ways we've never seen before. Financial advisors who harness AI will create efficiencies and scale, and deliver an elite client experience. Those who don't will be playing catch-up while the competition surges ahead. We see AI as even bigger …

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Fractional General Counsel: Legal Support When You Need It 13:16

6M ago13:16

13:16

In this episode, Jeana Goosmann is joined by her longtime colleague and law partner, Aaron Adams, to talk about how fractional general counsel work can provide growing businesses with tailored legal support without the overhead of a full-time hire. Aaron explains how Goosmann Law Firm's fractional general counsel services offer customized legal sol…

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Building Bold: Risk, Resilience & SaaS with Pulkit Agrawal 49:37

6M ago49:37

49:37

In this captivating conversation, Pulkit Agrawal, co-founder and CEO of Chameleon, shares his journey from risk-averse management consultant to innovative startup attorney. Pulkit discusses how his IndieCore experience transformed his perspective and path to entrepreneurship. He reveals key insights about Chameleon's evolution in improving SaaS use…

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Art vs. ROI: Producing Films in the Creator Economy 49:32

6M ago49:32

49:32

In this conversation, Mark Korshak shares his journey from making a documentary in college to producing Netflix hit "Incoming." He discusses how he built his career by making economically viable films that have consistently returned profits. Korshak explains the changing entertainment landscape, where traditional studios compete with tech platforms…

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The Evolution of Wealth Management – Episode 43 35:20

6M ago35:20

35:20

The wealth management industry is shifting faster than ever. Demographics are changing, client expectations are rising, and the pace of change with technology is just unbelievable. The next few years will separate the firms that thrive from those that struggle to stay relevant. That's why it is more important than ever that you are on the front edg…

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Show & Tell: How Brian Hecht Created a Fashion Trade Show Empire 1:01:11

6M ago1:01:11

1:01:11

In this episode, hosts Pankaj Raval and Sahil Chaudry welcome Brian Hecht, founder of Show & Tell Trade Show. Brian shares his journey from growing up in the fashion industry to launching one of the most influential trade shows featuring major brands like K-Swiss and Ed Hardy. He discusses the importance of sales in fashion, emphasizing persistence…

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Litigation in the Digital Age: AI Tools for Modern Discovery 13:51

6M ago13:51

13:51

In this episode of Law Talk with the Flock, CEO Jeana Goosmann is joined by litigation leader and former military judge Steven Henricks to dive deep into one of the most critical parts of any lawsuit: discovery. Together, they explore how digital evidence, including emails, chat logs, texts and cloud-based files, has reshaped how businesses and att…

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From Probate to Protection: Why Estate Planning Starts Now 35:46

7M ago35:46

35:46

In this episode of Letters of Intent, hosts Pankaj Raval and Sahil Chaudry welcome Justin Gordon, a trusts and estates attorney who practices with his father at Gordon and Gordon. Justin shares insights on estate planning, including the differences between wills and trusts, common misconceptions, and why everyone should consider getting their affai…

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Seven Strategic Wealth Management Trends You Need To Know About – Episode 42 28:47

7M ago28:47

28:47

The wealth management industry is evolving very rapidly, and client expectations are shifting. Technology is playing a bigger role, and alternative investments are becoming more mainstream. Understanding these trends is crucial for financial advisors who want to stay ahead. With that in mind, CEG Insights surveyed more than 2,500 affluent investors…

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From Law Firm to Credit Repair: Shiva Bhaskar's Journey as an Attorney Entrepreneur 39:54

7M ago39:54

39:54

In this episode, Pankaj and Sahil interview Shiva Bhaskar, an attorney-turned-entrepreneur who founded Tier One Credit. Shiva shares his unique journey from working at law firms to becoming a real estate broker in New York before establishing his current business. He discusses common credit report myths, how his company helps consumers legally chal…

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If It Don’t Make Dollars, It Don’t Make Sense: Merging Wisdom, Spirituality, and Legal Insights with Robby Pinnamaneni 36:10

7M ago36:10

36:10

Los Angeles attorneys and Carbon Law partners Pankaj Raval and Sahil Chaudry sit down with attorney Robby Pinnamaneni, who shares his unconventional career path from prestigious law firms to working as a $13/hour bud tender in the cannabis industry before raising $50M for a vertically integrated cannabis company. Robby discusses how his spiritual p…

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How Much Does AI Matter To Your Clients? The Answer Might Surprise You – Episode 41 21:48

7M ago21:48

21:48

Unless you’ve been living under a rock, you know that artificial intelligence (AI) has rapidly become one of the most talked-about and game-changing technologies ever. It’s increasingly becoming part of more and more industries—including, of course, wealth management. Like any new, rapidly evolving technology, AI has its pros and cons—and its cheer…

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Trump Trade War (The Art of the Deal Gets Dealt a Blow) 23:35

7M ago23:35

23:35

In this episode, Pankaj Raval and Sahil Chaudry discuss the escalating US-China Tariff War, focusing on the implications for international law, intellectual property, and global commerce. They explore the recent tariff increases, China's retaliatory measures, and the new regulations affecting foreign intellectual property disputes. The conversation…