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:

1. Why you need more than just a tax preparer (and the huge difference between strategy vs. filing)
2. The 5 key roles every law firm should have on their financial bench—bookkeeper, tax pro, CFO, business banker, and retirement advisor
3. Why having these people talk together is the move most law firm owners are missing
4. How to stop feeling shame around your finances—and start building a plan you understand and control
5. What financial planning really means (and why it’s not just about retirement)
6. 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:

Website

Facebook

LinkedIn

LAW FIRM MONEY MATTERS LINKS:

Video Podcast
Socials
Core Solutions Group, Inc. Website

If you want to build a high-growth, high-profit law firm, you need more than hustle—you need the right levers.

In this episode, I sit down with Seth Price, co-founder of Price Benowitz LLP and Blue Shark Digital, to uncover what it really takes to scale a law firm from two lawyers to over 40—and how he used that same playbook to build one of the most respected legal marketing agencies in the country.

Seth doesn’t believe in fluff. He’s lived the trial-by-fire journey of entrepreneurship and built businesses by mastering operations, intake, marketing, and team dynamics—and today, he’s pulling back the curtain.

We talk about:

1. The 3 growth levers every law firm owner must understand—and the order they actually matter in
2. How to build a business that’s not dependent on you
3. What most firm owners get wrong about software, hiring, and marketing ROI
4. When to outsource—and when it’s time to bring it in-house
5. Why your first $1M is the hardest—and how to think like the $3M+ firm you want to become

Plus: the high cost of “unicorn hires,” the underrated power of admin staff, and why investing in marketing without tracking ROI is like burning your budget.

Whether you’re stuck at $400K or strategizing for $4M, this episode delivers the unfiltered truth about growth, sustainability, and what it takes to lead like a CEO.

Seth Price is the Managing Partner of Price Benowitz LLP and founder of BluShark Digital. He scaled his law firm from 2 to 40+ attorneys and now helps other firms grow through strategic digital marketing. At BluShark, Seth leads a team that delivers high-impact SEO, content, and local search strategies tailored for legal practices. A nationally recognized speaker and host of the Scalable Law podcast, Seth shares actionable insights on scaling firms, legal marketing ethics, and operations. With a passion for growth and education, he also serves as Board Chair Emeritus of KIPP Baltimore. Seth lives in Maryland with his family.

SETH'S LINKS:

Website

LinkedIn

Podcast

LAW FIRM MONEY MATTERS LINKS:

Video Podcast
Socials
Core Solutions Group, Inc. Website

If your law firm feels like it’s running you—and not the other way around—this episode is your turning point.

Today’s guest is Steph Tuss, former CEO of a multi-million-dollar consulting firm and now a trusted advisor to high-growth businesses. In this deeply insightful and practical conversation, Steph shares how your leadership, vision, and team culture impact not just your bottom line—but the soul of your business.

We talk about:

1. What “organizational psychology” really means—and why your firm already has one (whether you know it or not)
2. Why visionary leadership matters more than KPIs (and how to get your team bought in)
3. How to stop hiring B and C players—and attract top-tier talent that actually wants to perform
4. The biggest myth about burnout and the reframe every law firm leader needs to hear
5. Why personal vision is just as important as business goals—and how it affects your finances, team, and family

Whether you’re leading a team, a firm, or just managing the chaos of your daily life, this episode is a masterclass in aligned leadership, practical mindset shifts, and how to build a business that supports the life you actually want.

The best part? It’s not about hustling harder. It’s about leading smarter—with clarity, collaboration, and courage.

Steph Tuss is a seasoned strategic advisor with over 15 years of experience empowering business founders to evolve and scale. As the former CEO of Life Is Now, Inc., she guided hundreds of businesses in leadership, operations, and team development. Steph specializes in strategic growth planning, leadership realignment, and resolving complex organizational challenges. Known for simplifying complex issues, she now works one-on-one with founders, helping them make confident, aligned decisions. When not advising, Steph travels the U.S. in her Airstream, finding inspiration in nature, music, and food.

STEPH'S LINKS:

Her website

Facebook

Instagram

LinkedIn

LAW FIRM MONEY MATTERS LINKS:

Video Podcast

Socials

Our Services

LAW FIRM MONEY MATTERS LINKS:

Video Podcast
Socials
Core Solutions Group, Inc. Website