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About

How to Manage a Small Law Firm

How to Manage a Small Law Firm is a special place. It’s a unique community of highly entrepreneurial owners of solo, small, and large law firms.

To protect the important work we do and provide a safe place for our members to discuss their businesses, we have strict policies for the type of people we’ll work with. This means that everyone you meet either in our discussion forum or at any of our live meetings is probably someone with whom you’re going to feel comfortable discussing your challenges, celebrating your successes, and enjoying the camaraderie that comes from investing time with quality people that take pride in having a great business that serves their life. 

RJon Robins

About

RJon Robins

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It’s 2006. I've developed a pretty good regional reputation helping law firm owners who have become trapped by their business, to get un-trapped and then scale - but my wife’s sudden illness has blindsided me.

I can't function. I’m falling apart. All because inexplicably, immaturely, and quite stupidly I failed to follow my own (excellent) advice about building a business that works for you.

My wife is in severe pain and can't get out of bed.

We’re broke and about to lose our home. The stress is unbearable.

Growing up was turbulent. My father made his fortune from real estate and white-collar crime. Yes, you read that correctly.

One night I awoke to the sound of bullets hitting our house. A business associate had sent someone to kill my father. Although he escaped, he later lost his fortune, remade it, and lost it again. And then the law caught up with him. This is why I can tell you exactly what it’s like to visit your father in jail.

And just for fun, I also had a ringside seat as my mother and stepfather built and lost a fortune in a business that was at least legal; but then saw them fight off creditors for many agonizing years.

In case you’re keeping score, this was all before the age of 25 by which time I’d lived at no less than 15 different home addresses.

Maybe it was the business my father was in or the way he lived his life. Or maybe it was the way my mother and stepfather lived theirs. Or maybe it was all the moving around. Either way, I can’t remember a time in my life when I didn’t feel like an outsider looking in. One thing I can tell you for certain, I leaned pretty heavily on my superpower to survive all those turbulent years.

My superpower is clarification. I’ve been doing this my whole life without even realizing what it would someday do for me. As a kid, I'd sit at the dining table listening to my parents' conversations and try to help them avoid an argument when “he” stopped meaning him, and “she” stopped meaning her and pretty soon my parents were having two totally disconnected conversations. Sometimes they’d laugh and give me a compliment for catching the misunderstanding. Other times I’d be told, “mind your own business.” I still remember how helpless it felt having to swallow my words while the train wreck slowly unfolded in front of me - I learned to hide my superpower.

Fast forward to 2006. That’s the year I married my wife. It’s also the year she got sick. One minute life was great. So great. The next minute, Ale got so sick she lost 25% of her body weight over 18 agonizing months.

Despite preaching and teaching the virtues of building a sustainable business that works for you even when you’re not working, I’d stupidly failed to follow my own (excellent) advice. I know it was really, really stupid of me.

My so-called business was really just me working from the dining room table. I was making a lot of money, but there were no systems. No procedures. No scale. And so, within weeks of stepping away to begin nursing Ale back to health, quite predictably, everything fell apart.

We quickly burned through our savings and then went the credit. Despite selling everything of value, we lost our home to foreclosure. It was humiliating. Especially since by then I’d already been a Small Law Practice Management Advisor with The Florida Bar’s Law Office Management Assistance Service. I was lucky enough to have worked there for four years under the world-famous JR Phelps who taught me all about how to start, market, manage, grow and scale-up a small law firm. Then he set me loose with more than NINE THOUSAND (9,000) solo & small law firm owners from every walk of life and firms in every practice area you can imagine. I know this sounds like an improbable number but it’s a fact. I’d spend about half the month in the office fielding calls from owners of small law firms who needed help with starting, marketing, managing, growing, controlling and figuring out how to make their law firms more profitable. Or sometimes, just how to get their small law firms to work for them instead of letting the firm ruin their life.

In a typical day I’d speak with anywhere from 5-7 law firm owners x 5 days-a-week = 25/week. I was in office about half of every month so that’s about 50 law firm owners I had the opportunity to work with per month x 12 = 600 per year x 4 years = 2,400 one-on-one telephonic consulting, strategy and tactical solutions between 1999-2002.

And when I wasn’t in the office I’d be out in the field conducing onsite consultations on behalf of The Florida Bar when the Disciplinary Committee found that a lawyer’s violations of Bar Rules stemmed from systematic law firm management problems and not bad intentions.

And I stopped counting back in 2002 BEFORE going on the road for several years to bar associations & law schools on The National CLE Law Firm Management Tour sponsored by Microsoft, Lexis-Nexis, Law Pay & Ruby Receptionists.

And that was before I built the team that built How To Manage A Small Law Firm into the largest & fastest growing firm in the world dedicated exclusively to helping to manage small law firms.

But back in 2007 I was broke!

That’s the year Ale recovered andI pivoted into info products while doing whatever consulting jobs I could find to pay the bills.

Although money was tight, the great blessing of the year was Ale's health improved. Which was a double blessing because she was able to begin painting again and, believe it or not, that’s how we survived, by selling her paintings.

By 2011, we’d sold all the paintings and Ale couldn’t keep up with demand. Because it turns out the same marketing & sales strategies I’d been using to help law firm owner build million and multimillion-dollar law firms worked well for selling paintings, too.

My business was finally gaining some momentum, and that’s when Ale made a tough decision I’ll always be grateful for, to postpone her art career and join me in the business. But she had one SERIOUS condition: “Yes or Yes. You’re going to find a way to make this happen.”

That was in 2012. That year I allowed myself NO excuses and gross revenues shot up to one million dollars.

We celebrated by shopping for new furniture, and at the store, my wife scribbled me a note:

"Take all your excuses, and shove them up your ass – T.A.Y.E. A.S.T.U.Y.A!"

That became our rallying cry. That also became the name of our son who was born in 2015.

Today, How To Manage A Small Law Firm works for me. I only work in it about 90 days a year, and it’s well into the 8 figures.

All because I stopped making excuses.

I know this is probably one of the longest bios you’ve ever read. And I thank you for making it to the end. That tells me you’re probably more likely than most people about saying “YES” to the question that was put to me all those years back: Are you willing to live for a few years the way most people aren’t, so you can know what it’s like to live the rest of your life the way most people can’t? So let me offer you one piece of advice here at the end of my bio: If you want it badly enough (whatever “it” is), you can make it happen. You just have to be ready to take all your excuses, and shove them up your ass.

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Alejandra Leibovich

About

Alejandra Leibovich

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Alejandra Leibovich is a successful author, business owner and entrepreneur, designer, and musician. Her work as a senior art director at Nickelodeon, VH1, and MTV received some of the most coveted awards in the industry. Her art was broadcast at the Miami Art Basel, San Diego Comic-Con, and MOCA. As co-founder of How to Manage Enterprises, listed as one of INC 5000's fastest-growing companies in the U.S., her efforts have yielded multi-million-dollar companies and are inspiring many others to think and act differently. Ale was born in Argentina, and she has always been the new girl in town. These experiences led Ale to use her amazing skills to help others to think out of the box while challenging herself and others to go for their dreams.

LOOPTROPOLIS,” Ale's podcast and album, can be found in major podcasting players and major music streaming services such as Apple Music, Pandora, or Spotify. You can get her not boring book on leadership. Feel Warm Inside. Funny Quotes for Serious Leadership, at Amazon. This book is a funny, honest, and imaginative view of life and leadership that will help you on your very serious journey of becoming the leader you were meant to be. It doesn’t matter if you are an experienced leader of a team or if it’s just you and your cat. Get it at Amazon.

You can always catch her up to something here at HTM and at http://aleloop.com.

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EXECUTIVE TEAM

Rajiv Khatri

Rajiv Khatri

CEO

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Oscar Ferenczi

Oscar Ferenczi

General Manager

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Steve Barclay

Steve Barclay

Director of Operations

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Candice Saltzman

Candice Saltzman

Director of Human Resources

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Sarah Khatri

Sarah Khatri

Director of Acquisitions

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Erika Ferenczi

Erika Ferenczi

Director of Brand Promise

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Sherri Mansell

Sherri Mansell

Director of Controllership & Bookkeeping Business Services

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OUTSOURCED

CEOs/CFOs/COOs

Jennifer Dudley

Jennifer Dudley

Practice Management Advisor - CMO

Christina Ellis

Christina Ellis

Practice Management Advisor - CFO

Kelly-Ann Jenkins

Kelly-Ann Jenkins

Practice Management Advisor - CEO

Kevin Carrier

Kevin Carrier

Practice Management Advisor - CEO

Eric Scheele

Eric Scheele

Practice Management Advisor - CEO

Uli Seuster

Uli Seuster

Practice Management Advisor - CEO

Tracey Sherwood

Tracey Sherwood

Practice Management Advisor - CEO

Jorge Santisteban

Jorge Santisteban

Practice Management Advisor - CEO

Beth Freeman

Beth Freeman

Director of SLFU

Charlene Spilker

Charlene Spilker

Practice Management Advisor - Controller

Terri Larson

Terri Larson

Practice Management Advisor- CEO

Hector Sierra

Hector Sierra

Practice Management Advisor - CFO

Charles Chronis

Charles Chronis

Practice Management Advisor - COO

Nigel Gonzalez

Nigel Gonzalez

Practice Management Advisor - COO

Andrew Million

Andrew Million

Practice Management Advisor - CFO

Lucia Martin

Lucia Martin

Practice Management Advisor

Brian Ainsley Horn

Brian Ainsley Horn

Practice Management Advisor - CMO

Dawn Mobley

Dawn Mobley

Practice Management Advisor

Stephanie Luongo

Stephanie Luongo

Practice Management Advisor - CEO

Jose R Sevilla

Jose R Sevilla

Practice Management Advisor - CFO

Jon Sullivan

Jon Sullivan

Practice Management Advisor

Jose Luis Perdomo

Jose Luis Perdomo

Practice Management Advisor - CFO

Emily Britton

Emily Britton

Practice Management Advisor - COO

Eric Herbert

Eric Herbert

Practice Management Advisor - CEO

Jason Plumer

Jason Plumer

Practice Management Advisor - CEO

Jeremy Driver

Jeremy Driver

Practice Management Advisor - CEO

Jessica Douglas

Jessica Douglas

Practice Management Advisor - COO

Todd Rogers

Todd Rogers

Practice Management Advisor - CEO

Thomas Wright

Thomas Wright

Practice Management Advisor - CFO

Arnel Ortega

Arnel Ortega

Practice Management Advisor - CEO

Brian Robinson

Brian Robinson

Practice Management Advisor

Charles Luna

Charles Luna

Practice Management Advisor - CMO

Clarissa Maldonado

Clarissa Maldonado

Practice Management Advisor - COO

our team

Shari Fetzer

Shari Fetzer

Relationship Manager

Jakera Cooper-Willis

Jakera Cooper-Willis

Events Manager

Teala Zytczak

Teala Zytczak

Events Coordinator

Oscar Meezs

Oscar Meezs

Relationship Manager

Lily Yari

Lily Yari

Metadata Librarian

Ariadna Martinez

Ariadna Martinez

HR Coordinator

Nichole Hanscom

Nichole Hanscom

Director of Special Projects

James Tsikerdanos

James Tsikerdanos

Director of CSO Program

Laura Helton

Laura Helton

Sales and Service Manager

Ray Paradise

Ray Paradise

Relationship Manager

Andrew Ferenczi

Andrew Ferenczi

Relationship Manager

Jennifer Niemier

Jennifer Niemier

Relationship Manager

Jolene Griesse

Jolene Griesse

Relationship Manager

Chrissie Bettencourt

Chrissie Bettencourt

Relationship Manager

Jennifer Sjostrom

Jennifer Sjostrom

Staff Accountant

Kate Lucas

Kate Lucas

Quality Control - Technical Specialist

Tiffany Muller

Tiffany Muller

Relationship Manager

Sal Guarino

Sal Guarino

Relationship Manager

Rachel Basile

Rachel Basile

Project Manager

Amber Rojek

Amber Rojek

Onboarding Supervisor

Melissa Waters

Melissa Waters

Staff Accountant

Willie Williams

Willie Williams

Junior Helpdesk Specialist

Tami Cumpston

Tami Cumpston

Quality Control Manager

Steph Borel

Steph Borel

Digital Marketing Solutions & Systems Architect

Orion Carrington

Orion Carrington

Recruiter

June Grave de Peralta

June Grave de Peralta

Staff Accountant

Jessica Humphrey

Jessica Humphrey

Payroll Manager

Ellie Lewitt

Ellie Lewitt

Technical Bookkeeping Manager

Annette Guy

Annette Guy

Staff Accountant

Nicholas Correa

Nicholas Correa

Accounts Payable Specialist

Riva Benjamin

Riva Benjamin

Member Administrator Coordinator

Veronica Zambrano

Veronica Zambrano

Controller

Raul Longoria

Raul Longoria

Creative Designer

Robert Musso

Robert Musso

Accounts Receivable Manager

Gina Hussar

Gina Hussar

Copywriter

Jackie Niemiec

Jackie Niemiec

Human Resources Generalist

Joan Zajac

Joan Zajac

Staff Accountant

Jonathan Gonzalez

Jonathan Gonzalez

Software Developer

Jordan Wendt

Jordan Wendt

Recruiter

Juan Reyna

Juan Reyna

Staff Accountant

Judy Weiner

Judy Weiner

C-Suite Administrator

Laurie Malin

Laurie Malin

Staff Accountant

Dahyana Romero

Dahyana Romero

Staff Accountant II

Daniel Ponce

Daniel Ponce

Payroll Specialist

Gavin Snider

Gavin Snider

Operations Coordinator

Daniel Ferro

Daniel Ferro

Controller

Viviana Galvis

Viviana Galvis

Office Coordinator

Patty Horne

Patty Horne

Member Progress Scheduling Coordinator

Alex Martinez

Alex Martinez

Senior IT Manager

Alison Marshall

Alison Marshall

Lead Staff Editor

Debora Goldenberg

Debora Goldenberg

Family Office Policy & Procedures Coordinator

Evelyn Aucoin

Evelyn Aucoin

Financial Literacy and Strategy Expert

Brittany Mansell

Brittany Mansell

Customer Service Representative

Rohan Dussa

Rohan Dussa

Data Visualization

Julie Wees

Julie Wees

Events Planner

Karli Mcnamee

Karli Mcnamee

Project Manager

Nydia Russo

Nydia Russo

Customer Service Manager

Adriana Sarmiento

Adriana Sarmiento

Personal Assistant To COO

OUR CANADIAN

TEAM

Tania Music

Tania Music

Advisor & Special Counselor to CEO

Sanj Ark

Sanj Ark

Operations Manager

Andy Voth

Andy Voth

Operations & Systems Specialist

Tracy McGinnis

Tracy McGinnis

Operations Project Manager

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