Episode 125-James Grace on Financial Planning After the Bar
Counsel to Counsel - Career Advice for Lawyers
Release Date: 01/20/2024
Counsel to Counsel - Career Advice for Lawyers
We are taking a pause until mid-late January 2026 for some upgrades. We are adding a YouTube feed to our mix for listeners who prefer video and we are lining up some great guests to talk to you about your legal career. We are grateful to our listeners and guests who have made Counsel to Counsel a labor of love. Until then, best wishes for a happy and healthy New Year!
info_outlineCounsel to Counsel - Career Advice for Lawyers
In this episode, Steve speaks with , an immigration lawyer based in the Bay Area, about how introverted lawyers can build thriving practices without pretending to be extroverts. A self-proclaimed introvert and creative marketer, Saja shares how she transformed networking anxiety into authentic relationship-building through her “Wallflower Power” approach and how coaching and ProVisors played key roles in her success. Topics Discussed How hiring a coach in 2018 helped shifted her mindset from isolation to confident business owner. The role of ProVisors and the pandemic’s move...
info_outlineCounsel to Counsel - Career Advice for Lawyers
In this episode of Counsel to Counsel, Stephen Seckler speaks with Steve Herman, a civil litigator and documentary filmmaker from Vancouver, Canada. After more than 35 years in practice, Steve turned the camera on himself to explore one of the biggest transitions lawyers face—retirement. His film, Retirement on Trial, which he produced with his filmmaker wife, Evelyn Neaman, uses humor and introspection to examine what it means to step away from a career that has long defined one’s identity. In this episode, Steve Seckler speaks with Steve about his journey in making the film Through...
info_outlineCounsel to Counsel - Career Advice for Lawyers
In this episode of Counsel to Counsel, I reflect on some of the themes of the Jewish New Year and the importance of self reflection (and the fact that you get to do it twice a year if you happen to be Jewish!)
info_outlineCounsel to Counsel - Career Advice for Lawyers
Publishing a book may feel like an overwhelming project, but for lawyers it can be one of the most effective ways to build credibility, attract new clients, and open doors to new opportunities. In this episode of Counsel to Counsel, host Stephen Seckler speaks with , publisher and book marketing strategist, about how attorneys can transform their expertise into a powerful marketing asset. Melanie draws on her diverse career in journalism, PR, entrepreneurship, and publishing to explain: Why publishing a book can significantly enhance your visibility and authority as a lawyer Common myths...
info_outlineCounsel to Counsel - Career Advice for Lawyers
Many lawyers are clear about what they don’t want in their career. But they struggle to define what they do want. In this episode of Counsel to Counsel, Steve Seckler speaks with , former Biglaw associate, communications consultant, coach, and author of . Philippe shares insights from his own career journey—spanning Biglaw, corporate communications, solo coaching, authorship, and now his current role with the Career Design team at Latham & Watkins. He explains why career clarity is often so elusive, how lawyers can expand their range of possibilities, and why “freedom”...
info_outlineCounsel to Counsel - Career Advice for Lawyers
In this episode of Counsel to Counsel, Steve Seckler speaks with attorney, entrepreneur, and legal business strategist , founder of The Success Partner, about how law firms can navigate the generational handoff in leadership. As founding partners prepare to step back, younger attorneys are stepping up—bringing fresh perspectives on technology, especially AI, and new expectations for work-life balance, flexibility, and firm culture. Steve and Daya explore The tensions and opportunities between senior and next-generation lawyers Succession planning strategies that work (and those...
info_outlineCounsel to Counsel - Career Advice for Lawyers
Artificial intelligence is dramatically changing how legal services are marketed—and how clients find lawyers. In this episode, Steve Seckler speaks with Annie Stern, a seasoned digital marketing strategist, about what lawyers need to know to stay relevant in the AI era. Key Takeaways: AI tools like ChatGPT are reshaping how clients discover and vet lawyers, including those who rely heavily on referrals. A strong digital footprint—updated bios, accurate directories, and mentions on reputable sites—is now critical for visibility. Traditional SEO isn’t dead but must be complemented...
info_outlineCounsel to Counsel - Career Advice for Lawyers
As lawyers, we are trained to analyze, critique, and mitigate risk — all essential skills in practice. But when we bring that same mindset into our everyday conversations, we can unintentionally undermine connection and trust. In this episode, Stephen Seckler explores how the habits that make us successful advocates can backfire in networking, business development, and even personal relationships. Stephen breaks down some of the most common communication traps lawyers fall into: Leading with skepticism instead of curiosity Listening to respond instead of truly listening to understand...
info_outlineCounsel to Counsel - Career Advice for Lawyers
In this solo episode, attorney Stephen Seckler reflects on the importance of building small, consistent habits—both for professional success and personal wellbeing. Drawing on his own efforts to reduce news and screen time, improve sleep hygiene, and maintain dental health, Stephen underscores how selfcare routines can create calm and clarity in stressful times. He also highlights how the same principle applies to business development: splashy efforts are no substitute for consistent outreach and visibility. Whether it's connecting with referral sources, posting on LinkedIn, or attending...
info_outline
We talk a lot on this program about finding ways to build a more satisfying legal career. While many attorneys are drawn to the profession because they care about justice, they like the idea of becoming a trusted advisor, or they just enjoy the intellectual rigor of being an attorney, status and money are important too.
But if you are like me, one of the reasons you chose law school rather than business school is because math is not your jam.
If you are a lawyer who has been practicing for a few years and thinking about your financial health and your financial future, you may have questions about paying off your student loans or figuring out how much to start saving for retirement.
Maybe you aren’t sure how to organize your finances now that you are planning for life’s big events like buying a house or starting a family.
Maybe you are thinking about eventually starting your own law practice and you aren’t sure how to get your financial house in order.
James Grace has joined me for a very practical conversation about managing your finances as you get past the early stages of your legal career.
Jim is the Director of Wealth Management for Silver Pine Capital. Jim worked at regional wealth management agencies and banks before joining Silver Pine. Jim describes himself as an educator, coach, motivator, confident, coach. He is also the host of the Modern Financial Wellness podcast. He is also someone I've gotten to know, like, and trust through my ProVisors business network.
Additional Resources
- Episode 62- Financial & Career Planning for Senior Attorneys
- Episode 93-Planning for Retirement with Julie Jason, The Discerning Investment Advisor