Law Firm Money Matters
Are you a law firm owner ready to ditch the traditional model and take control of your cash flow? In the Law Firm Money Matters Podcast, host Chelsea Williams, founder of Core Solutions Group, dives deep into what it really takes to build a bold, profitable, and mindset-driven law firm.
From post-COVID disruptions to modern operations and finance strategies, we explore the new breed of legal entrepreneurs who aren’t afraid to challenge the norm.
Whether you're scaling your practice, seeking clarity on your financials, or simply staying afloat, you'll find stories, strategies, and no-fluff advice that puts profit first.
🔗 Connect with us: Explore more free tools and strategies at www.YourCoreSolution.com
Law Firm Money Matters
#7: Money Talks: But Only If You Bring the Right People to the Table with Frank Rekas
If you’re still relying on your CPA to do everything from taxes to long-term financial strategy—you’re leaving money (and peace of mind) on the table.
In this powerful episode, Chelsea sits down with financial planner Frank Rekas to expose the financial blind spots most law firm owners don't even know they have—and break down the five key financial players every law firm must have to build true wealth and financial stability.
Together, they mastermind what a real money team looks like—and how to make sure all your financial experts are rowing in the same direction
You’ll learn:
- Why you need more than just a tax preparer (and the huge difference between strategy vs. filing)
- The 5 key roles every law firm should have on their financial bench—bookkeeper, tax pro, CFO, business banker, and retirement advisor
- Why having these people talk together is the move most law firm owners are missing
- How to stop feeling shame around your finances—and start building a plan you understand and control
- What financial planning really means (and why it’s not just about retirement)
- Real stories of clients who waited too long—and how they turned it around
If your numbers are stressing you out, or you feel like you should be doing more but don’t know where to start—this episode is your wake-up call and roadmap.
Your law firm can only grow as fast as your finances are structured to support it. This is where that structure starts.
As a financial planner Frank works with successful law firm owners who are great at generating income, but need a trusted partner to help turn that income into real, lasting wealth. Palm Wealth Partners start with a simple belief: Serve the person, don't sell the product. That means every solution is tailored to your life—not a product pitch. They act as your Personal CFO, to manage your strategy. As your Wealth Guardian, they protect your legacy. By minimizing your taxes, protecting and growing your wealth, you can achieve the financial freedom you want.
FRANK'S LINKS:
LAW FIRM MONEY MATTERS LINKS: