Jake Carlson
Law Firm Management & Marketing Advisor

Jake Carlson is a business leader, an inspirational speaker and host of the Modern Leadership podcast.

Before joining the How to Manage a Small Law Firm team, he led an independent consulting agency; creating law firm marketing plans, team collaboration practices, and accountability systems. In one case, taking a bankruptcy firm to 500% growth in just two months. He has authored over 100 leadership articles on influence, catalytic leadership, and zone of genius impact

A background in operational efficiency & talent development

After earning a joint MBA/JD in San Diego, CA., he began his career as in-house endowment counsel and Associate Regional Director with the National BSA Foundation; advising ultra-high net worth families in charitable planning and estate preservation by integrating testator vision with executor execution.

After six years in tax consulting, Jake went to work in San Jose, CA. as the Chief Operating Officer for the Silicon Valley Monterey Bay Area Council where he led the team through a multimillion dollar acquisition with unanimous board approval. In the process, earning the Journey to Excellence Award and ranking #2 out of 292 similar organizations.

After 11 years in corporate, Jake chose “different”. Taking his kids out of school for the adventure of a lifetime, the family spent a year living in 12 countries from Bagan, Myanmar to Paris, France, overcoming robbery, redeye flights and Haggis while learning to love the rich cultures of the world.

All of which he expected.

What he didn’t expect was the journey of Leadership this decision would create. From the high-rises of London to the nipa huts of Malaysia, the need for strong leadership is everywhere.

But where are the leaders?

As Director of Member Progress, Jake is on a mission to help lawyers and elite achievers overcome self-imposed limiting beliefs, identify their zone of genius and create the life (and firm) they desire. Weaving humor with experience, his authentic storytelling creates memorable moments in every interaction.

Jake and his wife Kari have 3 kids and live in Arizona. He loves ice hockey, pizza, and motivational cassettes (or mp3s)

Conviction, Irresistibility & Accountability.

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