
Implementing EOS and Traction for Law Firm Success
05/30/24 • 44 min
Previous Episode

Financial Expert Frank Rekas Discusses the Importance of Financial Planning for Attorneys
Frank Rekas hails from a strong background in financial services, boasting an impressive career spanning nearly 33 years. Originally from Chicago, Frank has been calling Boca Raton, Florida his home for over three decades. His transition to the warmer climate coincided with his shift from retail hardware into the financial sector. Frank's extensive experience, particularly in advising attorneys on financial matters, positions him as a thought leader in the industry. His expertise spans over various aspects of financial planning, including cash flow management, retirement strategies, and tax optimization. In this episode of The Managing Partners Podcast, host Kevin Daisey welcomes Frank Rekas to share his wealth of knowledge on financial planning for attorneys. Frank discusses the common hurdles legal practitioners face in managing their finances and offers valuable insights into proactive financial strategies. The conversation kicks off with Frank's personal journey, from his roots in Chicago to becoming a financial savant in the sunny state of Florida. Frank delves into the common financial pitfalls for attorneys such as procrastination and compartmentalizing financial products without a cohesive plan. He emphasizes the importance of organizing one's financial drawer, working with a mentor, and the benefits of having a one-stop financial planning shop.
Next Episode

Revolutionizing Criminal Defense in South Florida: The Rosen Law Firm's Ambitions
Manny Serra is the Managing Partner at Rossen Law Firm, whose passion and expertise lie in the field of criminal defense. Based in South Florida, Manny has devoted his career to revolutionizing criminal defense in the region, with a focus on preventing the "plea factory" approach common in the justice system. Originally intending to join big law firms, Manny's journey took a turn when he discovered his calling at the public defender's office. He firmly believes in the ethical duty to fight for clients and has been a driving force in growing Rossen Law Firm alongside the founder, Adam Rossen. In this episode of The Managing Partners Podcast, host Kevin Daisey welcomes Manny Serra from Rossen Law Firm to delve into the transformative goals and ambitions set to scale their firm. Engaging and eloquent, this session offers an insightful journey into the criminal defense landscape. Manny Serra shares his South Floridian roots and his dedication to criminal defense, highlighting how passion for justice fuels his and the firm's endeavors. This episode's narrative weaves through the evolution of Manny's career from law school to the front lines of legal defense, identifying the issues within the justice system and the firm's unique approach to combating them. It also touches on the importance of culture, core values, and the Entrepreneurial Operating System (EOS) in driving business success.
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