Law Firm Growth Podcast


Growing an Estate Planning Practice Through Win-Win Partnerships and Stellar Client Experience with Stephanie Prestridge

Ep. 119

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Stephanie Prestridge has a passion for serving her clients and it shows. She’s built up her client list to include first-round draft picks from all three major sports leagues (NFL, NBA, MLB), actors, musicians, and even one of the most followed Tik Tok influencers. 

But Stephanie never planned to work in estate planning. When she graduated from college as a smart, young lawyer, she landed her first job in Maritime law. But after her grandfather received a devastating diagnosis, she decided to shift her focus to estate planning. And she created a thriving practice.

So, how did she do it? Stephanie gives credit to both her unique practice model and her philosophy on serving her clients. 

In this week’s podcast, Stephanie Prestridge of Lineage Law joins us to discuss how her unique business model works - and why she uses it - and her philosophy on client experience. 

Stephanie shares her origin story, how she gets clients and how she directs her employees to fulfill her vision. Plus, she shares the autoresponder message she uses that’s allowed her to maintain work-life balance. 

There’s much more to learn in this episode about scaling your firm, so tune in now!

In this episode: 

  • 01:00 - Why Stephanie got into estate planning 
  • 08:22 - What makes Stephanie’s practice model unique 
  • 11:17 - How she created a win-win partnership with financial advisors 
  • 16:30 - Stephanie’s approach to difficult conversations 
  • 20:40 - Stephanie’s philosophy on serving her clients 
  • 23:01 - Measuring employee success
  • 29:53 - The autoresponder Stephanie uses with clients 
  • 32:50 - What’s next for Lineage Law

About Stephanie Prestridge:

Stephie owns and manages Lineage Law, representing individuals and families with estate planning, life insurance, and business-related legal issues. Stephie is married to her law partner, Michael Hoover, who -- not to be outdone -- also has a national practice focused on life insurance disputes.  Together, Stephie and Michael have a teen hostage negotiator-in-training, Ava Grayce, and a future hopeful Roblox majority shareholder, Mason Michael.  They live in Baton Rouge, Louisiana, but enjoy traveling frequently to explore new places.  Stephie may be contacted at or at (225) 300-4776.

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How To Become Financially Bulletproof with Melissa Houston

Ep. 127
>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.Resource Links:Download your free copy of Melissa’s 5-Step Roadmap to Biz Finance Freedom: your case count and revenue with the Double Your Case Files MasterclassEstate planning attorney? Ditch toxic revenue and get better clients with Seminar 3.0Every decision you make in your business impacts your bottom line, which is your profit.If you’re making decisions without understanding how you’re impacting your profit (like most people)…Then you may as well be driving with a blindfold on.The thing is, if you get in a wreck blindfolded, you don’t know what you hit or how to avoid it.When you can see clearly, even if you still get in a wreck, you have a CLEAR view of what happened and how to avoid it in the future.Less of a crystal ball, more of a GPS.So can we be your law firm’s GPS?Let’s begin by tuning into this week’s episode.In this week’s podcast, CPA Melissa Houston joins us to discuss finances within your firm, and how having clear visibility into where all your money is going will set you up for success in the future.There’s much more to learn in this episode about guiding your firm towards financial prosperity, so tune in now!In this episode:1:13 - Financial hurdles in small businesses3:39 - When is the right time to start focusing on finances?8:15 - A common accounting problem9:45 - Why you need to understand your business finances10:57 - Common money blockers Melissa sees with people15:35 - Statistic for high-income earners18:45 - Why you need coaching20:57 - The 7 stages of financial literacy24:51 - From sole proprietor to running a business28:01 - When money is tight…30:20 - When to hire a bookkeeper35:56 - How should law firms be thinking about their pricing?38:46 - Untangling your business/personal accounts41:50 - Quick tipsAbout Melissa Houston:Melissa Houston is a Chartered Professional Accountant (CPA), a Financial Strategist for CEOs, a columnist at, and the host of The Business Society podcast. Melissa helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast.

The Paradox of Scaling

Ep. 126
>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.Resource Links:Boost your case count and scale the sustainable way with the Double Your Case Files MasterclassSupercharge your law firm growth and get access to free masterclasses and more when you join our Facebook groupYou’ve probably never been asked this question before.It’s a bit strange without context, but an important concept to grasp nonetheless.So the question is…If you were hungry, would you rather eat 100% of a grape or 75% of a watermelon?In this scenario, just about everybody would pick a watermelon since it’s more food, after all.So what the heck is the point of asking this question?Well, think of the grape as referral marketing, and think of the watermelon as paid marketing.Referrals are only a small percentage of what’s out there, so relying solely on referrals to scale your practice can be a bit challenging.None of the largest firms in the country scale without some form of paid marketing.Those firms understand that the more they make on their services, the more they can spend to acquire new business.In this week’s podcast, Jan discusses the mindset and approach necessary to grasp the nuances of scaling, and why you can’t have a customer acquisition cost that’s higher than your LTV.There’s much more to learn in this episode about structuring the framework of paid marketing in your firm, so tune in now!In this episode:0:43 - A quote from one of the all-time greats2:20 - Breaking down the numbers4:43 - The “auction” algorithm behind scaling6:38 - Circling back to LTV9:12 - Referral based practicesAbout Our Host:Jan Roos is the founder and CEO of CaseFuel agency, which helps law firms generate revenue through pay-per-click advertising. He is a legal marketing expert and is the author of the bestselling book, Legal Marketing Fastlane. It talks about PPC lead generation, a technique used to generate client leads for big and small practices.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast.

Why Your Law Firm Should Pay Attention to the Hispanic Market With Liel Levy

Ep. 125
Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.Resource Links:Check out Liel’s book, Beyond Se Habla Español: How Lawyers Win the Hispanic Market hereClose more of your ideal clients after you’ve tapped into their market with our Double Your Case Files MasterclassEstate planning attorney? Tap into your Hispanic market quicker and only pay with results with Seminar 3.0If you have a law firm, it's hard to ignore this number.Why?Because it represents the purchasing power of the fastest growing ethnic group in the country......the Hispanic market.It’s an audience that you can no longer afford to ignore in 2021 and beyond.So, how can you tap into this market if you haven't already?Well, statistics show that online marketing is the best way to target them, by far.Is your firm ready to get a slice from that $1.5 trillion pie?Let's start by getting some practical advice from an expert on this subject.In this week’s podcast, Co-founder and Head of Partnerships at Nanato MediaLiel Levy joins us to discuss why it's absolutely necessary to include marketing that specifically targets the massive US Hispanic market.There's much more to learn in this episode about why every law firm should have a better understanding of the rapid growth and opportunity in the Hispanic market, so tune in now!In this episode:0:59 - Hispanic market essentials3:54 - Consequences of no calibration6:00 - Hispanic market growth10:07 - Giving back to the community13:01 - First-time outreach to the Hispanic market17:21 - Big picture using the internet18:49 - Distinctive Hispanic demographics21:52 - Market recommendations26:46 - A difficult traffic source to master30:40 - Social media strategy for Hispanic markets36:41 - Where to reach Liel LevyAbout Liel Levy:Liel Levy is the Co-founder and Head of Partnerships at Nanato Media, a bilingual digital marketing agency specializing in the US Hispanic market. Nanato Media specializes in helping law firms across the country run marketing campaigns that target local Hispanic markets.Liel is also the co-author of the book Beyond Se Habla Español: How Lawyers Win the Hispanic Market and the Co-host of the In Camera Podcast.After a career in the food and hospitality space, Liel entered the marketing industry, working as the Assistant Food and Beverage Director and MUZE Restaurant Manager at Mandarin Oriental and Restaurants Manager at Meliá Hotels International.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast.