George Esquivel started making shoes for himself and some friends, up-and-coming musicians in Southern California. Soon, Hollywood came calling. And it wasn’t just celebrities who took notice. A film financier did, too. He said he wanted to invest in the company, but George soon realized his intentions weren’t what they seemed. Join Ben and special guest host Kathleen Griffith as they speak to George about the rise of Esquivel Designs. Hear what a meeting with Anna Wintour is really like, and what happens when you’re betrayed by someone inside your company. These are The Unshakeables. See omnystudio.com/listener for privacy information.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Το περιεχόμενο παρέχεται από το Ten Golden Rules. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Ten Golden Rules ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Welcome to the Ten Golden Rules Internet Marketing for Law Firms Podcast. Join host Jay Berkowitz on an innovative journey through the world of digital marketing for the legal industry. With his expertise and passion, and world-class guests, Jay empowers legal professionals to thrive in the digital age. Explore topics like Search Engine Optimization, Google advertising, Artificial intelligence, intake strategies, content marketing, and social media strategies. Jay’s practical advice and industry expertise equip legal professionals to navigate the online world. This podcast is your invaluable resource for unlocking your law firm’s full potential. Get ready for an extraordinary adventure with Jay Berkowitz as your guide in the ever-changing realm of internet marketing for law firms. Your success story begins here!
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Το περιεχόμενο παρέχεται από το Ten Golden Rules. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Ten Golden Rules ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Welcome to the Ten Golden Rules Internet Marketing for Law Firms Podcast. Join host Jay Berkowitz on an innovative journey through the world of digital marketing for the legal industry. With his expertise and passion, and world-class guests, Jay empowers legal professionals to thrive in the digital age. Explore topics like Search Engine Optimization, Google advertising, Artificial intelligence, intake strategies, content marketing, and social media strategies. Jay’s practical advice and industry expertise equip legal professionals to navigate the online world. This podcast is your invaluable resource for unlocking your law firm’s full potential. Get ready for an extraordinary adventure with Jay Berkowitz as your guide in the ever-changing realm of internet marketing for law firms. Your success story begins here!
…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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The path to standing out in a crowded field doesn’t start with gimmicks; it begins with authentic connections, strategic planning, and consistency. I had the pleasure of speaking with Tim Semelroth, a leader in personal injury law and digital marketing innovation, who shared how his team’s efforts have earned them back-to-back GLaM Awards. From leveraging LinkedIn to mastering the art of speaking opportunities, Tim’s practical advice highlights how thoughtful marketing and relationship-building can take your firm—or any business—to new heights. His approach is all about working smarter, not harder, and turning every opportunity into long-term success. Key Topics [03:26] Tim’s passion for law began in eighth grade with mock trial competitions, which set the foundation for his legal career and leadership. [05:00] A chance encounter during a state mock trial competition connected Tim to law school and influenced his decision to stay in Iowa. [06:33] How being the youngest lawyer at his firm led Tim to take charge of digital marketing initiatives, beginning with their first website. [08:11] Winning two GLAM Awards for outstanding digital marketing as a result of a strong team and consistent strategy. [09:06] The importance of having a team-based approach to legal marketing and maintaining strong vendor relationships. [10:26] Writing ad copy that speaks to your ideal client, not to yourself, and removing legal jargon to connect effectively. [11:31] Selecting vendors who offer value beyond selling, based on conference presentations and thought leadership. [14:36] Building and maintaining a referral list to leverage connections and generate high-quality cases. [15:41] Why referrals often produce more revenue than direct client acquisitions, even though they make up a smaller percentage of cases. [16:16] Leveraging LinkedIn strategically with consistent posting, newsletters, and print materials to stay visible and relevant. [18:44] Using a dedicated in-house marketing team to ensure a consistent cadence of content and maintain a strong online presence. [20:08] Looking outside the legal industry for innovative marketing ideas and learning from successful agencies and brands. [22:36] Maximizing speaking opportunities by promoting them, creating backlinks, and repurposing content for long-term value. [25:25] Engaging the audience during presentations with actionable takeaways, giveaways, and slides to capture their contact information. [28:13] Using LinkedIn at conferences to connect with attendees in real time and build relationships. [29:50] Creating follow-up content after conferences, such as “key takeaways” posts, to highlight insights from fellow speakers. [31:02] Sending personalized messages and slides to contacts after events to nurture relationships and maintain visibility. [36:19] Using Audible to listen to business and personal development books during long commutes, ensuring ongoing learning. [37:49] Recommended books like The Checklist Manifesto by Atul Gawande for mastering standard operating procedures. [40:04] Tim’s specialization in truck accident cases and his unique expertise as the only board-certified truck accident lawyer in Iowa. Resources Mentioned Books: The Checklist Manifesto by Atul Gawande - https://a.co/d/gyEtIs7 Buy Back Your Time by Dan Martell - https://a.co/d/2Gxnaha Apps & Technologies: Audible – For listening to books during commutes. LinkedIn – Primary tool for networking and professional outreach. Podcasts: The Renegade Lawyer Podcast - Ben Glass – Legal marketing insights.- https://podcasts.apple.com/us/podcast/the-renegade-lawyer-podcast/id1644400751 Life Beyond the Briefs - Brian Glass – Focused on case management and growth strategies. - https://podcasts.apple.com/us/podcast/life-beyond-the-briefs/id1651002001 About Guest: Tim Semelroth is Iowa’s only board-certified truck accident attorney, with 25+ years of experience, and is the author of The Law Guide to Iowa Truck Accident Claims. He offers to collaborate with attorneys on trucking litigation, providing expertise and deep knowledge of Iowa’s legal landscape. Start with a no-obligation strategy call to discuss cases and explore the best approach for success. https://www.linkedin.com/in/timsemelroth/ RSH Legal - https://www.fightingforfairness.com/ About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
![Ten Golden Rules Internet Marketing for Law Firms Podcast podcast artwork](/static/images/64pixel.png)
The secret to growing a successful business isn’t just about working harder—it’s about building smarter relationships and leveraging time efficiently. I had the privilege of speaking with Steve Fretzin, a seasoned coach for professionals, who specializes in helping lawyers master business development without the pressure of traditional selling. Steve’s innovative “sales-free selling” approach focuses on building authentic connections, fostering trust, and creating systems that simplify the process of growing your business. His insights on networking, strategic planning, and personal productivity will inspire you to rethink your approach to professional growth and client relationships. Key Topics [03:45] Steve explains how he transitioned into coaching lawyers during the 2008 recession. [04:45] Why “sales-free selling” resonates with professionals and builds genuine relationships. [05:57] The value of starting a podcast for relationship-building and content creation. [08:15] Why networking through podcasts can generate business opportunities. [10:45] How to embrace a mindset shift from hard selling to consultative business development. [12:15] The importance of moving prospects to a clear “yes” or “no” and avoiding wasted energy. [13:45] Writing a simple, actionable plan to guide your networking and business development. [15:25] How to reconnect with old contacts to jumpstart referrals and opportunities. [17:30] The significance of asking pointed questions to qualify relationships effectively. [19:55] Testing potential referral partners with small exchanges to gauge reliability. [21:15] Strategies for building a network in groups aligned with your target market. [23:00] The “know, like, and trust” factor and why patience is critical for relationship-building. [24:45] The power of offering value to others before asking for business in return. [26:45] Using one-on-one meetings strategically to build meaningful connections. [28:45] How Rainmakers delegate effectively to focus on their strengths and scale their businesses. [30:30] Why letting go of perfectionism can increase productivity and growth. [31:15] Leveraging peer advisory groups to gain outside perspectives and solve big challenges. [33:45] The value of accountability in peer advisory groups to drive action and results. [34:00] Steve’s personal productivity tool, the Remarkable 2, and its role in his paperless workflow. [38:45] Why having a “right-hand” team member is essential for long-term success. Resources Mentioned Books: Traction by Gino Wickman - https://a.co/d/ihYy76d Getting Things Done by David Allen - https://a.co/d/jlj24W0 Who Not How by Dan Sullivan - https://a.co/d/cAouJ2E Tools/Websites Remarkable 2 – Digital paper tablet for note-taking and organization. LinkedIn – Leveraged for networking and professional branding. LinkedIn Tutorial for Business Development - https://www.youtube.com/watch?v=0EWfLRtUL0g Podcasts Be That Lawyer Podcast (Steve Fretzin’s own podcast) - Focuses on helping lawyers develop business skills they didn’t learn in law school. - https://podcasts.apple.com/us/podcast/be-that-lawyer/id1498488978 All-In Podcast - A popular podcast featuring discussions on business, technology, and investing. - https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393 Joe Rogan Experience - Known for long-form interviews with influential figures across various fields. - https://podcasts.apple.com/us/podcast/the-joe-rogan-experience/id360084272 Under the Influence - A podcast about advertising, exploring the history and impact of iconic brands and campaigns. - https://podcasts.apple.com/us/podcast/under-the-influence-with-terry-oreilly/id493536367 Modern Wisdom - Explores topics like personal development, fitness, and philosophy. - https://podcasts.apple.com/us/podcast/modern-wisdom/id1347973549 Prof G Podcast - Hosted by Scott Galloway, covering business insights, marketing, and technology trends. - https://podcasts.apple.com/us/podcast/the-prof-g-pod-with-scott-galloway/id1498802610 About Guest: Steve Fretzin is a renowned business development coach, four-time author, and the host of the BE THAT LAWYER podcast. For over 16 years, he has dedicated his career to helping attorneys achieve exceptional growth, often doubling or tripling their books of business through tailored, highly engaging programs. At FRETZIN, Steve empowers his clients to become confident, organized, and skilled rainmakers, equipping them with the tools and strategies to excel in business development. His expertise and passion for attorney success have made him a trusted partner for legal professionals seeking to elevate their practices. https://www.fretzin.com/ https://www.linkedin.com/in/stevefretzin/ https://www.facebook.com/salesresults/ https://x.com/stevefretzin https://www.youtube.com/user/SalesResultsInc About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Success in business is about more than hard work—it’s about crafting a vision, building strategies, and surrounding yourself with the right people. Ivy Slater brings her experience as a successful entrepreneur and coach to help law firms and professionals unlock their potential through strategic growth and succession planning. By aligning personal passions with professional goals, she demonstrates how bold decision-making, valuing your worth, and understanding the story behind your numbers can transform your business. Ivy emphasizes the power of stepping outside daily routines to gain fresh perspectives, fostering creativity and innovation. Her approach focuses on creating sustainable growth, building strong leadership teams, and preparing firms to thrive for years to come, inspiring a mindset shift toward abundance and long-term success. Key Topics [03:27] How Ivy transitioned from a printing business to coaching law firms and professionals. [04:22] The importance of listening to your market and identifying opportunities. [05:12] Why creating a business aligned with your passions leads to fulfillment. [06:13] Lessons learned from helping professionals transition to entrepreneurship. [07:39] Why decision-making is the foundation of effective leadership. [09:16] Building trust by sharing your authentic self in business relationships. [10:58] Overcoming self-doubt and valuing your worth as a professional. [12:33] Understanding the critical role of numbers in business growth and planning. [14:31] The importance of envisioning your personal and professional life five years from now. [16:54] Using shorter timeframes for strategic planning to stay adaptable. [19:27] Why stepping away from your desk helps unlock creativity and fresh ideas. [21:34] Steps to create an actionable strategic plan, including SWOT analysis and SMART goals. [23:24] Integrating succession planning into your long-term business strategy. [25:44] Structuring your business so it can operate effectively without you. [27:18] How building a strong team ensures the longevity of your firm. [29:12] Why mindset shifts from scarcity to abundance are critical for success. [31:13] The value of maintaining relationships over the long term for lasting success. [32:44] Productivity strategies, including using calendars and CRM tools effectively. [33:05] Incorporating wellness routines like walking and strength training into your life. [36:34] Ivy’s advice for law firms looking to grow and create actionable visions for the future. Resources Mentioned Books: Think and Grow Rich by Napoleon Hill - https://a.co/d/gdQPvmr The E-Myth by Michael Gerber - https://a.co/d/6p35pEW Podcasts: Acquired – Business knowledge and case studies podcast. https://podcasts.apple.com/us/podcast/acquired/id1050462261 Wiser Than Me by Julia Louis-Dreyfus – Inspirational interviews with accomplished women. https://podcasts.apple.com/us/podcast/wiser-than-me-with-julia-louis-dreyfus/id1678559416 Productivity Tools: CRM Systems – For managing client relationships. Calendars – Essential for task and relationship management. About Guest: Ivy Slater is the CEO of Slater Success, where she empowers C-suite executives and senior managers to drive impactful strategies that boost sales performance and business growth. With over 25 years of sales expertise, Ivy specializes in transforming sales teams by improving relationship dynamics and delivering measurable results, often increasing outcomes by up to 40% in just six months. A sought-after speaker, best-selling author, and podcast host of Her Success Story , Ivy combines strategic thinking with actionable insights to help businesses exceed their income projections and achieve lasting success. Before founding Slater Success, she built and sold a seven-figure printing business, Slater Graphics, in New York City, showcasing her proven relationship-driven growth strategies. https://slatersuccess.com/ https://www.linkedin.com/in/ivyslater/ https://www.youtube.com/channel/UCJ8b1sGnADlpFE2NrqUfToQ https://www.instagram.com/ivyslaterssc/ About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 127: From The Derby to Courtrooms to Kentucky Bourbon: Legal and Business Insights from Andre Regard 46:04
Behind every successful lawyer is a blend of expertise, adaptability, and a knack for storytelling—and Andre Regard exemplifies all three. Today I am joined by Andre, whose journey spans from the horse tracks of Kentucky to bourbon distilleries and high-stakes litigation. He shares insights on building a versatile legal career, the art of client service, and the intersection of passion and profession. Andre’s approach to blending personal passions with professional expertise will leave you inspired and ready to think differently about your own legal practice. Key Topics 03:09 - Andre shares his unique journey from Louisiana to Georgetown University and the Navy. 06:27 - Transitioning into equine law and balancing passion with legal expertise. 07:15 - Inside the world of thoroughbred racing, syndications, and high-value horses. 09:07 - Stories from representing some of the most prominent horse owners and breeders. 11:02 - The remarkable case of Curlin, a $75 million horse. 11:51 - Unique legal challenges in the equine world, including genetic anomalies in breeding. 14:51 - Andre’s evolution into complex business litigation and contingency cases. 16:46 - How Andre tackled COVID-era litigation, from FMLA cases to tuition disputes. 18:30 - The story behind Kentucky Senator Bourbon and how the brand was born. 20:31 - The unique three-tier structure of the bourbon industry. 22:31 - Plans for expansion, including upcoming bourbon releases in Louisiana. 23:23 - How bourbon law became a niche practice area for Andre. 26:53 - Advice for young attorneys: customer service is your greatest asset. 29:32 - How Andre leverages third-party legal providers for efficiency. 32:07 - The crucial role of intake in law firm growth and success. 34:59 - The financial math behind investing in intake staff. 38:33 - Breaking down the four pillars of a successful business: sales, production, administration, and leadership. 39:01 - Andre’s productivity tools: Teams, Monday.com, and his iPhone reminder app. 40:07 - Personal wellness: Andre’s daily one-hour morning walks. 44:47 - How to contact Andre and why he’s always ready to share a bourbon over conversation. Resources Mentioned Technologies & Apps: Microsoft Teams – Collaboration and communication platform. Monday.com – Project management and task tracking tool. iPhone Reminder App – Personal productivity tool. Zoom – Video conferencing platform. Books: The Art of War by Sun Tzu - https://a.co/d/fYbDvUC On War by Carl von Clausewitz - https://a.co/d/cHUcQj0 Blue Ocean Strategy by W. Chan Kim and Renée Mauborgne - https://a.co/d/eQgSiu8 Other: CallRail – Call tracking and analytics software. - https://hey.callrail.com/ LegalSoft – Remote legal services provider. - https://www.legalsoft.com/ About Guest: Andre F. Regard has practiced in various state and federal courts since 2000. He is a seasoned litigator and business transactions attorney. Andre has prevailed in complex business cases for clients in both state and federal courts. Andre F. Regard grew up in Louisiana and attended Georgetown University for undergraduate and law school. He served in the Navy for 8 years as a Supply Corps officer with the Nuclear Navy. Andre lives on a farm in Kentucky with his wife Jennifer and their seven children. Andre has been an active thoroughbred horse owner and breeder since 1996. https://www.regardlaw.com/ https://www.linkedin.com/in/andre-regard-5057b83/ https://www.instagram.com/andreregard/ About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 126: Law Firm Profitability and Business Process with Mark Khazanovich from KORE Accounting Solutions 34:27
If you’ve ever wondered how law firms can achieve financial efficiency and unlock sustainable growth, this episode has a wealth of insights. I sat down with Mark Khazanovich of KORE Accounting Solutions to dive into the tools and strategies every law firm needs to thrive in 2025 and beyond. Mark shared how his firm specializes in helping law practices streamline their financial systems, emphasizing the critical importance of consistent internal processes and the right tech tools. We discussed the game-changing impact of connecting practice management software to business processes, the benefits of how clear financial workflows can reduce billing headaches and improve profitability. Mark also explored the distinctions between law firm owners who are business-driven versus attorney-focused, offering guidance on creating sustainable and growth-ready practices. Mark’s practical advice is a must-hear for any attorney aiming to turn operations into a competitive advantage. Key Topics 03:27 An overview of the TGR Live! event scheduled for March 10-11, 2025, at the Opal Grand Hotel in Delray Beach, Florida. 05:50 The services KORE Accounting Solutions provides, their focus on day-to-day systems, processes, bookkeeping, and management accounting. 07:21 The importance of consistent, repeatable internal processes for law firms. 07:53 Adding expenses and activities into legal practice management software immediately for better accuracy and client satisfaction. 08:18 The importance of having the right tools in place and being conscious of ROI for all subscriptions and tools. 08:46 Advising law firms to have good internal processes and the right tools in place to be efficient and effective. 09:38 Clio hard importer tool, suggesting that firms should add expenses directly into Clio for better accuracy and timeliness. 10:12 The importance of having good processes and the right tools to manage cash flow, especially for contingency-based firms. 10:59 Advising PI firms to get approved for a line of credit before they need one to manage cash flow. 11:43 Recommends managing personal finances accordingly due to the irregular cash flow of PI firms. 12:20 Waiting a couple of weeks before dispersing funds to clients and paying off liens to avoid IOLTA account overdrafts. 13:18 The unique aspects of IOLTA accounts, including the state's notification of overdrafts and the interest earned on these accounts. 15:53 Challenging the idea of winners and losers among law firms, emphasizing the difference between business owners who happen to be attorneys and attorneys who happen to be business owners. 16:17 The importance of having good processes, consistent and repeatable roles, and being on top of finances and compliance. 16:39 The significance of knowing where expenses are, how much money is being made, and having a pulse on finances. 18:50 Firms with low accounts receivable and past-due invoices likely need better accounts receivable and billing processes. 19:05 Recommending regular business accounting and three-way reconciliation on a monthly basis for accurate financial management. 19:41 Advising firms to have enough runway to cover several months of expenses, especially for contingency-based firms. 20:22 The importance of being able to pull a profit and loss statement and balance sheet quickly for accurate financial management. 22:10 Suggesting that firms with a focus on business should meet with their financial professionals at least twice a year, with some meeting quarterly. 22:25 The importance of having a good relationship with a tax professional for accurate financial management. 22:40 Reviewing estimated tax payments, payroll amounts, and planning for the next year with a tax professional. 22:55 KORE was recognized by Intuit as the firm of the future in 2016, leading to a transition from an hourly model to a fixed-price model. 23:45 Believes that more firms will move to a fixed-price model in the next five years, aided by AI advancements. 24:41 The importance of niching down and becoming experts in a specific area, which has been transformative for KORE. 25:09 KORE no longer takes discovery calls from businesses outside the legal industry due to their focus on law firms. 26:46 Utilizing Calendly for scheduling meetings, which integrates with his calendar and sends reminders. Resources Mentioned TGR Live! Growth Strategies for Law Firms Live Event, March 10-11, 2025 Books : Simple Numbers, Straight Talk, Big Profits Atomic Habits Tools & Programs: Clio Case Status QuickBooks ClickUp Calendly About Mark Khazanovich: Mark Khazanovich is the Director of Operations at KORE Accounting Solutions, where he drives innovation in technology-forward accounting services. With a Bachelor of Science in Quantitative Psychology from Arizona State University, Mark began his career in education technology, excelling in process improvements and team leadership. Since joining KORE in 2015, he has transformed the firm into a progressive accounting partner, helping clients leverage financial data for strategic business insights. Mark also enjoys educating attorneys and business owners, frequently leading Continuing Legal Education workshops on accounting and operational topics. Outside of work, he’s a music enthusiast, barbecue aficionado, and proud family man involved in community initiatives, earning the 2017 Sy Clark Young Leadership Award. http://www.koreaccounting.com/ About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Are you looking for some strategies to stabilize your law firm’s cash flow? In this episode, I sit down with Matt Darner, co-founder of Collbox, to uncover the secrets to mastering accounts receivable and build a financially sustainable practice. Matt shared valuable insights into the importance of cash flow management and collections for law firms. We explored how Collbox specializes in helping law firms streamline their accounts receivable processes by handling overdue payment follow-ups. Matt emphasized that having a defined accounts receivable policy, leveraging technology, and focusing on client-friendly payment solutions are game-changers for financial health and business sustainability. Matt also highlighted the power of niching down, both in his own business and as advice for law firms. By focusing solely on law firms, Collbox has been able to deliver unparalleled value through tailored solutions and technology partnerships with platforms like Clio. This episode is a must-listen if you’re looking to improve your firm’s cash flow, reduce financial stress, and grow your business strategically. Tune in to discover actionable tips and hear Matt’s top strategies for creating a healthy, sustainable law practice. Key Topics 02:40 Matt Darner describes his wild ride in the accounts receivable and debt collection space over the past decade. 02:10 His business partner and co-founder, who handles engineering, and their complementary roles. 03:23 Their initial focus on helping small businesses with collections and their eventual niche in serving law firms. 03:53 Their partnerships with tech companies like Clio and Smoke Ball, which significantly improved their business. 05:41 Developed a passion for solving problems and consulting. 06:22 Collbox focuses exclusively on law firms, having tripled their revenue after integrating with Clio. 06:37 The importance of cash flow and accounts receivable for any business. 06:55 Collbox takes over past-due bill follow-up for law firms, executing a well-thought-out accounts receivable workflow. 07:44 The human touch in their services, hiring trained accounts receivable professionals. 08:10 The challenges of chasing after various industries and the importance of niching down. 09:32 Their success of integrating with practice management systems and the significant impact on their revenue. 11:24 The pressure to say yes to any potential client and the learning curve in understanding different industries. 13:02 The importance of not losing the human touch in collections and maintaining client relationships. 11:19 The top problems Collbox solves, focusing on cash flow and accounts receivable. 16:29 Taking charge early in my sales career by creating my own presentations and resources, even clashing with marketing, to ensure I could deliver results quickly and effectively. 17:63 Working closely with business owners to tackle cash flow challenges, helping them improve receivables processes and avoid the financial pitfalls that cripple so many small and mid-sized businesses. 20:02 Top strategies for improving cash flow and collections, starting with defining and documenting an accounts receivable policy. 21:35 The importance of having a clear timeline for actions when bills go past due. 22:46 Reiterates the importance of having a documented accounts receivable policy and a clear process. 23:13 The importance of defining what are you, what are your leverage points, and what are your escalation points. 24:48 Leveraging technology to streamline the process and make it easier for clients to pay. 25:34 Setting clear cost expectations and making payment options as convenient as possible for clients. 26:10 Leverage modern practice management technology and flexible payment solutions, like financing options to reduce financial risk for your firm. 28:32 Hire the right person for the job, freeing up attorneys to focus on higher-value tasks. 29:15 Personal productivity technique of time boxing and using his calendar to block off time for work. 30:10 Efforts to create more content and his struggle with being camera shy. Resources Mentioned Books: Traction Hacking Growth The Challenger Sale Influential Figures and Content: Alex Hormozi - Entrepreneurial content creator. Technology and Software: CollBox Clio Smokeball Financing Solutions: Affirm LawPay About Matt Darner: Matt Darner is a co-founder and the Vice President of Business Development at Collbox, a platform designed to help businesses get paid for their hard work. With a background in guiding industries to leverage data for growth, Matt has been instrumental in helping businesses streamline operations and reclaim time from repetitive tasks. As a seasoned revenue leader, he understands the challenges of scaling a company and is driven by a passion for helping businesses succeed. Through CollBox, Matt combines technology with a personal touch, ensuring that companies are compensated for their efforts while simplifying their financial processes. His expertise in business development and innovation has made him a trusted partner for businesses seeking to grow efficiently and get paid faster. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 124: How to Create Your Annual Business and Marketing Plan – The 2025 Playbook for Law Firms 51:41
Welcome to our annual planning session! I dive deep into the strategies and tools you need to build a winning business and marketing plan for 2025. From setting objectives to developing your strategies and tactics, I break down the steps to help your firm thrive. And to make it easier, I’ve created a downloadable Workbook and Worksheet to help you map out your goals and strategies as you listen. As we map out the year, I'll share the leading trends for law firms, I will show you how to analyze your performance metrics, track your competitive rankings, and set actionable goals using proven frameworks like quarterly rocks and detailed marketing calendars. Whether you're looking to increase leads, improve conversion rates, or stand out in a competitive market, this episode is packed with insights to help you take your firm to the next level. Let’s get your business ready to crush it in 2025—grab the worksheet and let’s get started! Key Topics 02:10 The introduction of Google's AI overviews, a feature similar to ChatGPT, which will impact search results. 03:35 The importance of answering questions on websites to be included in AI overviews, which can drive SEO traffic. 04:38 The trend of Morgan and Morgan dominating local service ads due to their strong branding. 05:03 The importance of building a notable, popular brand to optimize SEO. 05:48 Examples of consistent branding, such as Amanda Demanda's social media presence. 06:36 The trend of local service ads is discussed, with a focus on intake and conversion optimization. 07:41 The back-end services for clients, such as Case Status and Hona, provide updates on case status. 08:23 A case study comparing two firms with identical website traffic but different results. 09:45 The importance of running the business like a business, with systems and processes in place. 10:37 Recommends using systems like Traction, Rockefeller Habits, and EOS to manage the business effectively. 12:25 The steps to set goals for 2025, include defining the target revenue and the number of leads needed. 17:29 The importance of writing down your goals, develop the plan and execute. 18:30 The calculation of monthly revenue targets and the importance of understanding the average case value. 21:36 Write down their "why" for setting these goals, such as preparing for a family member to take over the business. 20:01 The importance of having weekly leadership meetings and quarterly planning sessions. 23:33 An example of a scorecard used to track key metrics and performance. 27:39 Examples of how to track performance and identify areas for improvement. 29:27 The need for precise tracking of calls, chats, and leads to identify and solve problems. 30:09 The importance of tracking competitive analysis, including SEO, backlinks, and local service ads. 30:50 Track rankings, reviews, and competitor metrics from Google to optimize performance and dominate your market. 33:18 The process of setting quarterly projects, also known as "rocks," and assigning responsibilities. 33:54 Example of a firm's quarterly projects, such as hiring a social media person and launching a new website. 35:00 The brainstorming process involves identifying strengths, weaknesses, and trends to define the 2025 plan. 35:15 The importance of involving as many department heads as you have. 39:40 Creating a marketing calendar to map out the year and assign the task, ensuring execution. 41:36 Using EOS to implement an operating system for the business, including the responsibilities of your team. 42:15 The importance of completing the top priority project in each quarter. 42:59 The role of the visionary and integrator in the EOS framework. 43:51 The importance of having weekly and quarterly meetings to track progress and address issues. 44:56 Selecting an integrator, growing Google reviews, and conducting a CRO audit. Resources Mentioned Download the Workbook and Worksheet to create your Annual Business and Marketing Plan. Books : Traction Get a Grip Mastering the Rockefeller Habits Scaling Up The Great Game of Business Tools & Programs: Case Status Hona Hotjar About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Ever wonder what it takes to scale your law firm while reclaiming your life? Stephanie Everett reveals the blueprint for building a thriving practice that works for you , not the other way around. I had the pleasure of speaking with Stephanie Everett, CEO of Lawyerist. Stephanie shared her fascinating journey from practicing attorney to managing a 20-person law firm, and finally, to becoming a coach and consultant for law firms worldwide. She emphasized the importance of intentional strategy, whether it’s building scalable business systems or aligning with personal goals like achieving work-life balance. Stephanie also discussed Lawyerist’s unique coaching model, which focuses on helping smaller firms create sustainable growth while ensuring the firm owner’s well-being—a philosophy rooted in their "Healthy Firm Model." Stephanie and I dove deep into business strategies for law firm growth, touching on practical topics like marketing authenticity, building cohesive teams, and leveraging systems like the Entrepreneurial Operating System (EOS) for scalability. We also explored key differentiators between thriving firms and those struggling, highlighting the significance of consistency in branding and operational excellence. Key Topics 03:04 Journey from practicing law at a big firm to starting her own firm with a partner, driven by client suggestions. 03:39 The growth of her firm to a team of 20 in seven years, her role as managing partner, and her transition to coaching and consulting for other firms. 04:05 Her love for the business puzzle and the opportunities that led her to become a business coach and consultant. 05:11 The evolution of Lawyerist from a blog to a resource website and eventually into a business coaching and consulting service. 05:52 Joining Laywerist to help launch the coaching program and eventually taking on more responsibilities, leading to the role of the CEO. 06:50 The importance of niching down in business, with Jay sharing his personal experience of focusing on the lawyer niche. 07:30 The importance of understanding the initial goals and creating a path to achieve them, often revamping strategies to align with the firm's true objectives. 07:54 The concept of the E-Myth and the common challenges faced by business owners who transition from being a technician to running a business. 08:57 The importance of having a strategy, building a team, creating a marketing plan, implementing systems and technology, understanding finances, and ensuring the firm owner's quality of life. 09:32 The "healthy firm" model including the firm owner's quality of life. 09:58 A success story of a husband-wife team who aimed to run their firm from Italy and achieved it within 18-20 months with intentional planning. 12:39 Lawyerist empowers your firm's growth with personalized coaching, strategic planning, ready-to-use resources, and collaborative workshops designed to drive actionable results 15:40 Stop wasting time on random acts of marketing—define your ideal client, identify where they seek solutions, and focus your efforts strategically to maximize impact. 16:45 The importance of aligning with the right help and building a supportive community, whether through formal coaching or informal networks. 17:35 The importance of consistency of a brand message. 19:02 Firm's success hinges on seamless operations—ensure every touchpoint, from answering the phone to delivering services, reflects your core values and creates a cohesive client experience. 22:41 Being open to opportunities and taking meetings, sharing her experience of how she joined Lawyerist through a serendipitous connection. 23:09 Her role in launching an incubator for socially conscious law firms, highlighting the importance of aligning with the right help and building a supportive community. 23:54 Her "why," driven by her own experiences as a firm owner and her desire to help other lawyers make their lives easier. 24:24 The importance of creating a firm that serves clients well and provides a fulfilling work environment for employees. 26:10 The importance of asking for help and being open to learning from others in the industry. 27:19 The role of having a clear vision and strategy for growth, including building a team and systems to support the firm's expansion including becoming a CEO. 28:30 The importance of having a plan for scaling, including the potential for selling the firm or creating an exit strategy. 29:46 Productivity tools, including using Teamwork for project management and planning on paper for big-picture thinking. 31:25 The balance between work and personal well-being, highlighting the importance of self-care and setting boundaries. Resources Mentioned Books : The E-Myth Traction Simple Numbers, Straight Talk, Big Profits High Performance Habits About Stephanie Everett: Stephanie understands what it’s like to practice law and run a business. She started her career at a big law firm before co-founding her own real estate litigation firm. As the managing partner, Stephanie watched her firm grow from two lawyers to a team of twenty people in just seven years. Her passion for running a business led her to pursue coaching and consulting so she could help other lawyers who work hard, but often felt stuck in their business. In 2016, a joint venture comprising the State Bar of Georgia, the Georgia Supreme Court, and Georgia’s five law schools tapped Stephanie to design and launch Lawyers for Equal Justice, an incubator helping newer lawyers start socially conscious law firms. Stephanie joined the Lawyerist team in 2018 and launched our Lawyerist Lab program—helping lawyers grow and sustain a healthy business. Lawyerist merged with Affinity Consulting Group in 2023. Today, Stephanie serves as Affinity’s Chief Growth Officer and continues to coach lawyers. She is a co-author of Lawyerist’s best-selling book The Small Firm Roadmap Revisited , and host of The Lawyerist Podcast. Lawyerist.com https://lawyerist.com/about/stephanie-everett/ https://www.linkedin.com/in/stephanieaeverett/ https://www.facebook.com/Lawyerist https://www.facebook.com/stephanie.everett.79 https://www.linkedin.com/company/lawyerist-media-llc/ https://twitter.com/lawyerist https://www.instagram.com/lawyeristdotcom/ About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 122: Chris Ronzio from Trainual on Transforming Training, New Employee Onboarding and Processes for Scalable Success 48:34
Do you want to scale your business without being tied to every detail? Our guest today Chris Ronzio, the founder of Trainual, shares the secrets behind creating a streamlined, scalable business through effective systems and SOPs. Chris shared his journey from running a sports video production company to creating Trainual, a game-changing software that simplifies and centralizes standard operating procedures and employee onboarding. We explored how proper systems like Trainual can streamline processes, onboard employees seamlessly, and scale businesses effectively—especially for law firms. Chris also discussed the importance of building a "process culture" to ensure consistent updates and foster innovation. With practical advice for optimizing processes like client intake and employee orientation, this episode is packed with actionable insights to help your business run like a well-oiled machine. Key Topics 02:09 The widespread use of Trainual and its integration with standard operating procedures (SOPs) and onboarding processes. 02:45 His journey and the story behind Trainual. 03:21 The importance of good training and onboarding in scaling his video production company. 03:45 The initial challenges of using Google Docs and Dropbox folders for business manuals and the need for a dedicated tool. 03:59 The need for a dedicated tool for business operating manuals led to the creation of Trainual, which started as a consulting tool and later became a software business. 05:08 Chris mentions writing a book, "The Business Playbook," to provide a framework for creating comprehensive operating manuals. 05:40 The benefits of having documented processes for onboarding new employees and training them effectively. 08:10 The need for businesses to create best practices, celebrate innovation, and regularly update their systems. 09:21 The importance of having the right tools and building a process culture into the DNA of the business. 10:15 Outlines the four pieces of the playbook methodology: business profile, people, policies, and processes. 10:42 The importance of understanding the business's culture, key milestones, and ideal customer. 11:15 The need to document roles, responsibilities, and processes, starting with administrative and sales processes. 13:15 He suggests using sent emails and calendar activities to identify responsibilities. 14:49 The importance of a structured orientation for new employees, especially in a remote setting. 15:50 Improving the intake process in law firms. 16:16 Documenting processes that are done frequently or by multiple people to ensure consistency and efficiency. 17:29 Using flowcharts to outline the intake process and involving all stakeholders in the documentation. 18:21 Recording steps with screen recordings or document templates to ensure clarity. 19:37 The importance of assigning and tracking training completion to ensure new employees are up to speed. 21:17 Approach to onboarding, including pre-offer training and intake forms to gather preferences and working styles. 22:23 A structured orientation program with live presentations, downtime for asynchronous training, and a buddy system for support. 26:35 Joined Dan Martell’s SAS Academy early on, learned the power of delegation through his 'Buyback Your Time' concept, and witnessed his business and book thrive worldwide. 30:45 Use playbooks both macro and micro: a full operations manual for the business and detailed SOPs for clear ownership, frequency, and efficiency. 32:35 Sharing an example of an account manager who pre-writes meeting notes, creating an SOP for the process. 36:25 Start training during the interview process, personalize onboarding with intake forms, and design a structured, engaging first day with a buddy system and tailored resources. 38:03 The role of change management in training and the importance of crowdsourcing best practices. 39:20 An example of an account manager who created an SOP for pre-writing meeting notes. 42:26 Structuring his week and daily routine, including time blocking for workouts and family time. Resources Mentioned Books : The E-Myth The Business Playbook by Chris Ronzio Buy Back Your Time by Dan Martell Living Your Best Year Ever by Darren Hardy Websites: Trainual Website About Chris Ronzio: Chris Ronzio is a serial entrepreneur and the Founder and CEO of Trainual, a leading software platform that helps businesses document and delegate their processes for scalable growth. After starting his first business at 14, Chris built and sold a national video production company by the age of 25. He then launched Organize Chaos, a consulting agency specializing in business efficiency, which inspired the creation of Trainual. Chris is passionate about empowering business leaders to focus on what they love by streamlining operations. He is also a part-owner of Design Pickle, the world’s top flat-rate graphic design service. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 121: Secrets of High-Converting Law Firms: Proven Intake Strategies with Attorney Ben Leader, Chad Kerby, and Adam Reiman 1:28:11
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For our latest webinar I hosted an incredible panel of experts—Ben Leader, Adam Reiman, Chad Kerby, and Gary Musler —where we uncovered game-changing intake strategies that can revolutionize law firm conversion and client acquisition. From optimizing response times to implementing effective lead tracking and follow-up systems, we explored how firms can boost their conversions without increasing marketing spend. Ben shared his firm’s transformation journey, tripling case sign-ups by focusing on intake efficiency, while Adam and Chad provided actionable insights on leveraging technology, audits, and training for intake teams. One standout theme was the importance of treating intake as a sales department rather than an afterthought. We discussed how tools like CRM systems, intake audits, and strategic follow-up practices can eliminate friction in the client onboarding process. If you're serious about scaling your practice and maximizing your marketing ROI, this episode is packed with strategies to streamline intake processes and secure more clients. Key Topics 01:45 - Introduction of the panelists: Ben Leader, Chad Kerby, and Adam Ryman, and provides a brief background on each of them. 07:20 Ben Leader, a managing partner at Elrod Pope, shares his firm's growth from 165 cases in 2021 to 512 cases in 2023 by focusing on intake and conversion rates. 09:02 His firm missed 18% of incoming calls, which cost them thousands of dollars, and how they improved their intake process to increase signed cases by over 200%. 11:35 Reallocating funds from marketing to build an intake team boosting cases from 165 to 512 in two years, with 600 projected this year despite growing competition. 12:51 Six key take aways that helped fuel 200% growth. 15:49 The importance of viewing intake as a key pillar of the firm and investing in an intake team and software. 16:31 The importance of investing in an intake team and intake software, and the need to track marketing data accurately. 18:34 Transforming the intake process by implementing Lead Docket and hiring a dedicated intake manager, enabling us to track marketing data and make informed decisions for the first time. 21:00 The importance of having an intake audit done to identify friction areas and improve the intake process. 24:04 The benefits of working with an intake optimization company, such as Legal Intake Pros, to train staff, create manuals, and track marketing data. 27:31 The importance of minimizing paralegal and attorney involvement in the intake process to avoid delays and missed opportunities. 30:33 His firm incentivizes their intake team with performance-based incentives, which has led to increased conversion rates and revenue. 32:58 The importance of listening to phone calls and using tools like Google LSA and CallRail to monitor and improve call quality. 34:50 Eliminating bias and treating intake as the foundation of your firm's success transforms it from an afterthought into a powerful, cost-effective driver of growth and scalability. 39:49 Breakdown on call audits - Regular coaching, call monitoring, and detailed scorecards ensure our intake team stays empathetic and effective, driving continuous improvement in client interactions. 41:34 Chad Kerby introduces himself and his company, Scalable, which provides sales training and process improvement for law firms. 43:28 A case study where he secret shopped 30 law firms and found significant friction in their intake processes. 46:42 The importance of tracking key performance indicators (KPIs) such as lead conversion rate, average response time, follow-up rate, appointment scheduling rate, and cost per lead conversion. 47:23 Focusing on reducing intake friction and investing in strategic intake improvements over marketing can significantly boost client acquisition and long-term firm success. 50:57 The importance of having a strategic approach to intake and following up with leads consistently and effectively. Provide them with something of value. 1:03:31 Adam Reiman introduces himself and his role at Legal Soft, where he helps law firms improve their intake processes with virtual assistants. 1:07:42 His experience of working with over 200 law firms and secret shopping over 3000 law firms. 1:08:37 The importance of having a CRM system and using it consistently to track leads and follow-up activities. 1:10:59 The five-stage funnel of lead conversion and the critical stages that occur before a lead becomes a client. 1:12:11 The importance of having a methodology for follow-up and consistently pursuing leads until they either buy, die, or unsubscribe. 1:15:22 Have a sense of urgency with leads and to follow up quickly to avoid losing potential clients. 1:18:44 Claims that apply his coaching strategies can improve conversion rates by 128% without additional marketing expenses. 1:20:00 His team has secret shopped over 3000 law firms, with most scoring between 30 and 40 out of 100. 1:23:42 The issue of paralegals being overwhelmed with new client intake, leading to rejection of potential cases. 1:25:43 The benefits of having dedicated intake specialists who focus solely on their role, improving their skills through daily practice. 1:27:15 Highlights the high burnout rate among paralegals and attorneys handling intake, making it essential to have a specialized team. 1:28:31 The 3-2-1 format, where firms call, text, and call again for three days, then call and text for two days, and finally call every day until the lead responds. 1:30:20 Identifying success with video messages and tailored follow-up messages, emphasizing the importance of timing and content. Resources Mentioned Books Traction Fireproof Software & Tools Lead Docket Filevine CallRai Scalable Legal Intake Pros About Ben Leader: Ben Leader, Managing Partner at Elrod Pope Accident & Injury Attorneys - Ben is a second-generation attorney who oversees Elrod Pope’s Intake and Marketing departments. Under his leadership, the firm has doubled its conversion rates and successfully resolved over 750 cases. His strategic approach to intake has revolutionized how his firm converts potential clients into success stories. About Adam Reiman: Adam Reiman, Director of Law Firm Growth at Legal Soft - Adam Reiman has trained thousands of law firms across North America in growth and scalability. His “Legal Mastermind” sessions have become essential learning opportunities for forward-thinking firms, and his innovative strategies help create consistent client journeys that drive unprecedented growth. About Chad Kerby: Chad Kerby, Co-Founder at ScaLawble.ai - Chad is a business strategist specializing in revenue growth for law firms. His innovative methods have empowered numerous legal professionals to implement systems that enhance their sales skills and achieve predictable revenue growth. Chad's expertise in building accountability and delivering effective client presentations has transformed how firms approach their intake process. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 120: Attorney, Law-Di-Gras host, founder of Justice HQ and Attorney Share: meet lawyer-entrepreneur Robert Simon 40:16
I had the privilege of sitting down with Robert Simon, co-founder of the Simon Law Group, Law-Di-Gras, Attorney Share and Justice HQ, to explore his remarkable journey from launching a small law practice in 2009 to leading a powerhouse firm with 27 lawyers across multiple states. And, somehow he also finds time to host the popular Bourbon Approved Podcast! Robert shared invaluable insights into building a thriving membership community for high-level attorneys, developing innovative tools like Attorney Share, and carving out a niche in personal injury law, particularly in complex disc injury cases. His strategies and experiences offer practical guidance for anyone looking to scale their legal practice or improve operational efficiency. Robert’s passion for innovation and mentorship shines through in everything he does, from creating unique networking events like the music-festival-style legal conference Law-Di-Gras to hosting his bourbon-focused podcast, Bourbon Approved . He also shares actionable tips on leveraging technology, fostering community, and mentoring the next generation of legal talent. This conversation is a goldmine of inspiration for anyone eager to take their law practice to new heights. Key Topics 03:13 Founded Justice HQ, a membership community for high-level lawyers, and Attorney Share, a case marketplace with over 2000 lawyers. 04:05 Annual Law-Di-Gras conference, which focuses on networking, personal growth, and legal education. 04:35 The conference features various tracks on media marketing, business operations, personal wealth, personal health, AI technology, and trial skills. 05:22 The conference's origins and the decision to make it more fun and interactive with musical guests. 06:22 The firm's trial successes and the publication of his book on disc injury cases. 06:55 Types of cases the firm handles, including disc injury cases, product liability, wrongful death, and ride-share cases. 07:35 Expansion into other states, including Texas and Arizona, and the success in these new markets. 08:43 The firm's mission to litigate and try a lot of cases and the importance of having a good team of trial lawyers. 09:21 Justice HQ as a membership community for lawyers, offering masterminds, media platforms, and on-demand education. 10:10 The community's technology platform, Slack communities, and new software for building communities. 10:45 The benefits of Justice HQ, including access to office space, branding, speaking opportunities, and collaboration. 12:07 Attorney Share, a marketplace for lawyers to find the best cases and co-counsel, and the integration with major case management platforms. 12:18 The family involvement in the firm, including his twin brother, younger brother, parents, and other family members. 12:49 The roles each family member plays and the trust and efficiency within the family business. 12:23 The pros and cons of working with family, emphasizing the trust factor and the potential for family disagreements. 13:42 The importance of having a good relationship with his brother, who manages the firm's finances. 14:14 They talk about the importance of family and the balance between personal and professional life. 16:35 Attorney Share the platform simplifies case sharing, fee agreements, and referral networks while minimizing lead generation costs. 18:12 Lawyers can easily refer cases and find top specialists nationwide through an organized, automated system. 19:27 The platform streamlines case referrals, fee sharing, and case tracking for law firms. 20:37 The importance of mentorship, build relationships by networking with mentors, peers, and legal organizations. 22:32 Focus on a niche, market yourself authentically, and leverage free tools to grow your practice. 24:12 Leverage networking groups and local organizations to build powerful connections. 25:21 Join small, focused groups for regular discussions on business and personal growth. 27:37 Vision for 2025 Law-Di-Gras, having others bring their communities, masterminds, and networking followed by a music festival. Avoiding conference burn out. 28:10 Talks about the Bourbon Approved podcast, which started as a fun project and evolved into a networking tool. 29:04 The high production quality of the podcast and the interest from guests. 29:43 The success of the Bourbon Approved Tour and the connections made through the podcast. 30:00 The importance of doing something you love and how it can benefit your business. 32:54 The importance of having systems in place to handle increased marketing volume. 33:12 The need for intake readiness, customer service, and efficient case management. 34:25 The benefits of integrating with Attorney Share and other platforms to track and manage cases. 34:43 The importance of specializing in a specific area of law and building a strong network of relationships. 38:16 Talks about his preventative health routine, including regular check-ups and liver panels. 40:46 The importance of mentoring and helping other lawyers, especially those starting out. Resources Mentioned Books: Zero to One Just One Thing Client Centered Law Firm You Can't Teach Hungry Buy Back Your Time Websites and Platforms: Attorney Share Simon Law Group - Justice HQ Robert Simon’s Instagram About Robert Simon: Robert T. Simon (“Bob”) is a co-founder of the Simon Law Group — aka Justice Team — and acts as the primary trial attorney. Since launching the firm with his twin brother/wombmate/best friend, Brad Simon in late 2009, SLG has grown from a boutique office with just a few people into an 9-figure annual practice recognized by its peers throughout the country, with offices in California, Arizona, and Texas. He’s also been admitted by courts in Massachusetts, Iowa, Pennsylvania, and NewYork to handle large death cases caused by commercial carriers, an area of focus and national notoriety. Bob grew up in Pittsburgh as the oldest of 5 (tied!), and the son of a loving UPS truck driver and a nurturing stay-at-home mom. It has always been his dream to work with his brothers — Brad and Brandon. Growing up in the trucking world that Bob knows so much, and is passionate about, trucking & bus crashes. When Bob was a kid, his uncle was suddenly struck by a drunk driver and lost the use of his legs. This accident forever shifted his career trajectory. Bob made it his mission to fight for the injured and the less fortunate. He is known for getting massive verdicts on spine injury cases. Bob has won Trial Lawyer of the Year several times, as voted on by his peers, in many geographic areas. He speaks on a monthly basis educating other lawyers on best practices and how to achieve the best results for their clients. Bob spends a lot of his time giving back to the community and mentoring other trial lawyers in the craft of consumer advocate law. Bob co-founded Justice HQ, a fast-growing, collaborative workspace and network aimed at helping lawyers break away from the stodgy firms of old to grow their own solo practices. He recently launched Attorney Share– a platform that facilitates referrals between attorneys, digitizing the archaic referral system. Whether you are looking to streamline the referral process with your existing network of attorneys, find new, trusted, 3rd party vetted attorneys to take on your precious referrals, or looking for new clients to service, Attorney Share has you covered. (Please list us at the top of your Waterfall on Attorney Share!) Since 2012, he’s tried 50 cases as lead, winning 46, (3 being overturned!) with verdicts and settlements totaling over $100 million dollars annually. For some lighter fare, Bob can be heard and seen hosting his whiskey-fueled legal talk show — Bourbon of Proof and other shows on the growing podcast hub, Justice Team Network. Justice isn’t the only thing Robert is fighting for. He and his wife, Christine, are fighting to improve the life of foster kids and adoption. Follow their adoption story here. He is now a #GirlDad (times three!) with Remington (7), Penelope (4), and Josephine (1 ½). About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 119: Automate, Communicate and Innovate with Tech Experts Edward Kirk, Jay Sarmaz, Kellen Brown and host Jay Berkowitz 1:14:14
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Automate, Communicate and Innovate! At our most recent live event I had the privilege of hosting a stellar panel featuring Edward Kirk, Kellen Brown, and Jay Sarmaz, where we explored cutting-edge tools that are transforming business marketing and client engagement in the legal industry. We dove deep into the role of technology in enhancing everything from lead tracking to case management and client satisfaction. Edward introduced us to Supio, an AI-native platform tailored for law firms, helping attorneys analyze complex data and expedite case work. Kellen showcased Crystal Knows, a groundbreaking tool that uses DISC personality profiling to optimize communication and sales strategies. Jay from Case Status walked us through their client engagement platform that lets firms manage client relationships like a "pizza tracker," enhancing both satisfaction and referrals through innovative features like AI-recommended responses and multilingual communication. Our discussion emphasized how adopting focused technology solutions can streamline operations, boost client satisfaction, and ultimately drive growth. From understanding the ethical use of AI to leveraging tools that simplify communication or provide real-time insights, these technologies aren't just add-ons—they're becoming essential for competitive success. If you're in the legal industry and looking to future-proof your practice, this episode is packed with insights and actionable advice! Key Topics 02:22 The importance of technology in the legal field. 03:05 The various ways clients can interact with law firms, including referrals, SEO, and social media. 03:30 The importance of tracking leads and using technology like call tracking numbers and intake technology is highlighted. 04:06 The role of Lead Docket, a FileVine product, in tracking and assigning leads. 04:20 The significance of CRM (Case Management Systems) in tracking cases and their progression is discussed. 04:58 Case Status, describing it as a banking app for clients to track their cases. 06:52 Supio as an AI-native tool designed for plaintiff lawyers, focusing on medical data, bills, and trial data. 06:17 The tool helps lawyers find insights, draft motions, and summarize cases using AI. 10:19 The importance of using the right AI for legal tasks and the risks of unreliable results from unethical tools. 12:34 Supio's AI assistant interacts with medical data, providing insights and drafting assistance. 14:00 The tool's ability to speed up cases and free up time for lawyers to focus on client interactions is highlighted. 14:35 A success story of a firm using Supio to win a half-billion-dollar verdict by accessing medical records in real-time. 15:30 The tool also helps with other types of data, such as depositions and expert reports, using a feature called Deep Dive. 17:01 Supio simplifies the process of extracting line items from medical bills and creating a ledger. 18:05 The tool's ability to check the eligibility of medical bills and generate reports is discussed. 18:50 Supio's drafting feature helps lawyers tailor demand packages and letters using AI. 20:10 The importance of integrating Supio with existing case management systems for seamless data flow. 28:38 Jay from Case Status, highlights the tool's ability to provide a banking app-like experience for clients. 30:08 Case Status helps law firms improve client satisfaction and operational efficiency. 31:23 The tool's client onboarding process is described, including the use of text messages and app download links. 34:08 The tool's ability to predict client sentiment and provide translations for multilingual clients is highlighted. 35:34 The importance of measuring client experience through Net Promoter Scores and referrals. 38:14 The recommended responses feature, which uses AI to draft responses based on firm data and previous conversations. 39:55 Case Status’ new product in works, case sentiment. 41:10 Success stories of firms improving their response times and client satisfaction scores. 42:54 The tool's integration with major case management systems and its ability to save time for law firms are emphasized. 48:43 Crystal Knows, the tool's ability to provide personality insights from LinkedIn profiles. 50:55 The DISC personality framework and how Crystal Knows uses it to predict communication styles. 52:04 The tool's ability to provide high-level do's and don'ts for communication with different personality types is discussed. 53:08 Example of using Crystal Knows to understand and communicate effectively with a friend. 53:28 The playbooks feature, provides detailed communication strategies for different personality types. 55:02 The tool's ability to enrich CRM data and provide insights during virtual meetings is highlighted. 56:05 The calendar integration feature provides personality predictions for upcoming meetings. 56:38 The tool's ability to help users understand and improve their own communication styles is emphasized. 1:01:25 The breakdown of disc types and how to deal with them in the first 5 seconds. 1:10:25 The panelists answer questions from the audience, including integration details and the ease of adopting new technologies. Resources Mentioned Apps: Supio's AI Solutions Case Status Lead Docket Websites and Online Platforms: Crystal Knows Case Management Systems: Litify Filevine Smart Advocates Clio About Edward Kirk: Ed is the Head of Partnerships at Supio, where he merges 12 years of legal acumen with a specialized focus on B2B legal tech sales. A graduate in Law from the University of Law, London, and History from Royal Holloway, Ed spent several years as a family lawyer at Simons Muirhead Burton in London, UK. Transitioning into legal technology, Ed was the Head of North America & UK at Settify. He successfully drove the company’s expansion across three countries through building collaborative relationships. Ed has cultivated an expansive network among the legal and legal tech community across North America and the UK. About Jay Sarmaz: Jay is the Vice President of Data & AI at Case Status, bringing over 14 years of experience in Data & AI, with a specialized focus on legal technology for the past five years. Known for his innovative approach and deep expertise, Jay is passionate about transforming the legal tech landscape, particularly in client engagement. His decision to join Case Status was driven by a shared commitment to innovation and impactful solutions. As Case Status continues to set new standards in client experience and operational efficiency, Jay’s leadership in data and AI initiatives plays a pivotal role in driving forward the company’s mission and vision. About Kellen Brown: Kellen is a Customer Success Manager at Crystal Knows, where he empowers clients to unlock the full potential of personality-driven insights. With a focus on fostering meaningful client relationships, Kellen works closely with organizations to integrate Crystal’s AI-powered personality tools into their communication and sales strategies, improving team dynamics and client engagement. Known for his proactive approach and commitment to client success, Kellen leverages his expertise in customer relations to ensure that clients not only meet but exceed their business goals with Crystal Knows. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Hiring great resources as VAs, paralegals and office staff can transform your law firm’s productivity, profitability, and your work-life balance. In this game-changing episode I am joined by Raquel Gomes, the founder of Stafi, a unique staffing solution tailored specifically for small and mid-sized law firms. Raquel shares her journey from corporate America to entrepreneurship and explains how Stafi is solving the critical hiring and delegation challenges law firms face today. Stafi’s model provides firms with skilled, vetted paralegals and support staff, predominantly from Latin America, enabling lawyers to save on costs and increase efficiency by delegating routine tasks. Raquel and I discuss how outsourcing certain functions—like intake, marketing, and paralegal work—can free up time for law firm owners to focus on higher-value tasks and enjoy a better work-life balance. Stafi goes beyond traditional staffing with extensive coaching and support systems for virtual staff, ensuring quality performance and alignment with firm culture. Raquel also shares her passion for helping law firm owners reclaim their time and find more joy in their work by incorporating effective delegation strategies and creating robust support systems. Key Topics 02:20 Raquel worked in the high-tech space as a sales representative and climbed the corporate ladder to become a successful executive. 04:02 Stafi was founded to help business owners, including law firm owners, grow and scale their businesses without sacrificing personal life. 04:36 The challenges faced by small firm law firm owners in finding and vetting talent, and the lack of time and resources to onboard and train new staff. 05:00 The importance of delegation and work-life balance, sharing her personal breaking point when her newborn daughter was left unattended due to work commitments. 05:20 Stafi aims to provide high-end professionals who are vetted, screened, and trained to support law firms, allowing attorneys to focus on their core responsibilities. 06:37 The services offered by Stafi, including paralegals, marketing intake, executive assistants, and project managers. 07:08 Stafi's paralegals are experienced lawyers from their home countries, undergoing rigorous vetting and training. 08:37 The pricing for a top graduate attorney working as a paralegal is $2,800 per month, including all support and coaching. 09:12 The importance of matching the right talent with the right roles, considering personality and soft skills for client-facing roles. 10:45 The support provided by Stafi, including ongoing mentoring, training, and coaching for paralegals and other staff. 11:06 The importance of mental health and wellness, with in-house psychologists and mindset coaches available to support staff. 11:48 Providing task coaches to help with time management and process documentation, ensuring smooth operations for law firms. 12:28 The cost-effectiveness of hiring virtual staff, allowing law firms to save time and money while improving productivity. 14:48 The recent launch of Stafi's in-person staffing service, catering to law firms that need US-based attorneys and paralegals. 15:17 The new service includes mental health and wellness coaching for in-person staff, similar to the support provided for virtual staff. 17:04 Raquel’s approach to decision-making, emphasizing the importance of being in a state of joy and trusting her intuition. 17:44 Raquel shares her personal productivity tips, including taking deep breaths in the morning and appreciating one's achievements. 18:56 The importance of delegating tasks to virtual assistants to free up time for personal and professional growth. 19:32 The recent launch of Stafi's in-person staffing service, catering to law firms that need US-based attorneys and paralegals. 23:42 Raquel advises against hanging up the phone with qualified leads and emphasizes the importance of scheduling the next step during the initial call. 24:40 Have strategies to overcome objections and understand clients' goals to facilitate the intake process. 22:52 The importance of qualifying leads and using facilitating documents to streamline the intake process. 27:02 She shares her experience of using virtual assistants for personal tasks, such as calling schools and dealing with service providers. Resources Mentioned Websites: stafi.cc Books: "The Success Principles" by Jack Canfield About Raquel Gomes: Raquel Gomes is the founder and CEO of Stafi, a company revolutionizing law firms with virtual staffing solutions. Raised in Brazil and inspired by her father's entrepreneurial journey, she developed a strong work ethic and determination. Raquel defied societal norms, rejecting the notion that women must choose between career and family. With a degree in psychology and an MBA, she gained experience in the high-tech corporate world while balancing motherhood. This inspired her to create Stafi, a solution born from her personal struggles. Stafi provides flexible staffing tailored to modern professionals, especially women. Raquel is committed to reshaping work standards to help women excel without sacrificing personal well-being. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Discover how streamlining client communication can transform your law firm’s success. I had the pleasure of speaking with Andy Seavers, co-founder and CEO of Case Status. Andy and I delved into the critical role that client communication plays in the legal industry and how Case Status is transforming client engagement for law firms. Andy shared how their platform helps law firms address one of the biggest pain points in legal services: the lack of proactive client updates. With tools like automated updates, case tracking, and client satisfaction scoring, Case Status ensures that clients stay informed and satisfied throughout their case, which in turn boosts client retention and firm efficiency. As we discussed, law firms face increased pressure to maintain high levels of client satisfaction, especially with the rise of online reviews and competitive markets. Andy explained how Case Status not only streamlines client communication but also integrates seamlessly with case management software to deliver proactive updates and help law firms track client satisfaction. The result? Improved client experiences, higher case settlements, and a stronger reputation in the legal marketplace. Key Topics 00:43 Andy Sievers’ journey from being in a band, becoming an entertainment lawyer, and eventually transitioning to tech and founding Case Status. 01:05 His involvement in the legal community and how he connected with a personal injury lawyer to found Case Status. 01:40 The role of Case Status as a client communication portal and its importance in addressing common law firm complaints about client communication. 02:10 Comparing Case Status to online banking, emphasizing its role in providing clients with easy access to their case status. 02:30 The platform allows clients to access their case information via phone, web, or text updates, reducing the need for direct communication with the law firm. 02:52 Case Status helps law firms scale client engagement through automated updates, appointment scheduling, and task tracking. 03:45 The platform focuses on client satisfaction, providing a full life cycle of client engagement and helping law firms meet their ethical duties. 04:05 The importance of client reviews and ratings for law firms, highlighting the role of Case Status in improving client satisfaction scores. 04:50 How Case Status adds a new data set to law firm management, tracking response times and client satisfaction. 05:13 The platform helps law firms manage staff effectively by identifying unhappy clients and providing tools to improve client experience. 06:00 The integration of Case Status with existing case management software like Litify, Clio, and FileVine. 06:20 Status can be integrated with existing case management tools to enhance efficiency. 07:00 The platform uses AI to build client roadmaps, frequently asked questions, and videos, providing value to clients. 09:15 How Case Status addresses these challenges by providing proactive updates and better communication tools. 11:11 Tools for law firms that enhance efficiency, standardize client management, and incentivize staff, client relationships improve, resulting in faster case resolutions and overall better service. 13:16 Receive a dedicated support for integrating case management tools, cleaning up data, and using AI-driven tools to improve processes, with phased client onboarding to address backlogs and enhance client satisfaction 14:56 The case study of Pond, La, Hockey, Giordano, a personal injury firm in Philadelphia. 15:33 Client’s firm started with 400 Google reviews and a 4.5 average rating, which increased to over 2000 reviews and a 4.8 rating after 18 months with Case Status. 16:11 The firm saw an increase in client referrals from one per day to six per day, demonstrating the impact of improved client satisfaction. 17:09 The importance of client feedback and automation in scaling law firm operations. 17:54 The different customer segments Case Status serves, including solo and small firms, mid-sized firms, and large firms. 18:39 Case Status offers a light version of its platform called Portal for small firms with fewer than 100 cases, priced at $100 per month. 19:00 The platform is also made available to law schools and bar associations to support solo and small firms. 19:48 The importance of providing clients with visibility to their case as a standard practice in the legal industry. 21:09 The legal industry has not advanced in ways that prioritize client care and ethics, emphasizing the need for tools like Case Status to help lawyers provide better client management. 23:23 Challenges faced by law firms in maintaining client satisfaction and operational efficiency. 25:00 The need for law firms to prioritize client management and invest in scaling client services. 26:07 The increasing competition in the legal market and the importance of adapting to new technologies. 26:48 Insights on the differences between successful and less successful law firms, highlighting the importance of running a law firm like a business. 27:09 The use of the ChatGPT desktop application for personal productivity, using it for quick answers and tasks. 28:12 The impact of AI on search engines and the competition between Google and ChatGPT. Resources Mentioned Books: "Traction" “Never Split the Difference” "Get A Grip" About Andy Seavers: Andy Seavers is the CEO and co-founder of Case Status, a venture-backed startup focused on effective attorney-client communication based in Charleston, SC. Andy is a serial-entrepreneur with a deep desire to solve problems. His technical background makes him uniquely qualified to make business decisions with the product impact in mind. He lives in Park Circle with his wife and 2 year old. In his free time, he enjoys flying planes, kiteboarding and anything that goes fast. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
![Ten Golden Rules Internet Marketing for Law Firms Podcast podcast artwork](/static/images/64pixel.png)
Today I welcome Greg Crabtree, author of Simple Numbers, Straight Talk, Big Profits , to dive deep into the most common sense financial strategies that I have ever used. Greg shares his straightforward approach to accounting, including focusing on gross margin instead of just revenue, and why achieving a labor efficiency ratio of 2:1 is critical for success. We discuss practical tips on how to measure marketing effectiveness, set profitability targets, and why understanding your financial reports is the key to sustainable growth. One of the standout takeaways from our conversation is Greg’s advice on profitability and growth strategy. He emphasizes that “sales are for show, but profits are for dough”, and explains how businesses should calculate and monitor gross margins to ensure they're meeting performance goals. Greg also touches on the importance of return on invested capital and why law firms, particularly those in personal injury, need to carefully balance labor and marketing spend to ensure consistent growth. Whether you're running a small firm or looking to scale, Greg’s insights on simple, actionable financial principles are a game-changer for any business owner. Know your numbers! Key Topics 03:00 How Greg’s firm specializes in helping entrepreneurs and business owners understand their financials. 03:20 The Focus of his practice, which is now a special consulting unit of a top 20 US accounting firm. 03:42 The shift from principles-based to rules-based accounting due to regulatory failures. 04:00 Dislike for traditional accounting and his desire to make it easier. 04:35 The importance of making accounting intuitive and understandable for business owners. 05:04 Studying client data to uncover plain truths about business performance. 06:14 The importance of gross margin over revenue, defining it as revenue minus cost of goods sold. 06:32 The need for $2 of gross margin for every dollar of labor in a business. 07:10 Importance of setting targets and measuring performance against these targets. 08:45 The concept of return on invested capital and its significance in business performance. 10:36 The concept of labor efficiency and the need to maintain a two-to-one gross margin target. 12:01 Pricing strategy and ensuring effective pricing to avoid running out of business. 14:34 The importance of billing quickly and often to speed up cash flow. 16:11 The need for optimized profitability and opportunistic growth. 17:46 The challenges of personal injury firms with less predictable case values. 18:12 The concept of rolling 36-month revenue and labor cost for personal injury firms. 19:03 The importance of marketing effectiveness and the need to try different strategies if current ones are not working. 20:01 Insights on building a stable caseload and the importance of patiently building a base of cases. 22:28 The future of paid search and the role of AI in search results. 22:44 Skepticism about the future of paid search and the importance of standing out in a crowded market. 23:28 Google's efforts to improve AI search results and the importance of providing the best answers to users. 25:09 The balance between free content and paid content in search results. 27:21 The importance of branding and consistency in marketing for law firms. 27:46 The need for firms to pick a unique value proposition and deliver it consistently across all marketing efforts. 28:04 The concept of launch capital and the importance of making significant investments in marketing. 30:14 The need for a 50% return rate on marketing investments to ensure profitability. 34:21 The difference between traditional accounting and the Simple Numbers approach. 35:29 The importance of helping clients run better businesses and providing actionable insights. 35:45 The fixed-price model and the focus on profitability for clients. 36:15 The planning session process and the importance of understanding business data. 37:00 Three financial challenges to profitability: setting aside taxes, reinvesting in the business to reach an optimal caseload, and paying themselves a market wage to ensure personal financial stability. 40:46 The importance of scheduling personal time and the benefits of a task- and appointment-driven calendar. 46:45 The importance of working with privately held, entrepreneurial-minded businesses. 48:22 A call to all entrepreneurs to rethink and reset their business strategies in the current economic climate. Resources Mentioned Books: “ Quit" by Annie Duke "The End of the World is Just the Beginning" by Peter Zeihan "Simple Numbers, Straight Talk, Big Profits" by Greg Crabtree "Simple Numbers 2.0" by Greg Crabtree About Greg Crabtree: Greg Crabtree is a speaker, author, entrepreneur and financial expert. Crabtree has used his entrepreneurial skills to develop Crabtree, Rowe & Berger, PC, a CPA firm focused solely on the needs of entrepreneurs, helping them build the economic engine of their businesses. Working with entrepreneurs all over the country in a broad range of industries, Crabtree has simplified financial reporting and empowered all entrepreneurs to take ownership of their finances. He has pioneered a revolutionary metric for driving business profitability: measuring labor efficiency and developing simple benchmarks for company, team and individual performance. In 2011, Crabtree published his first book “Simple Numbers, Straight Talk, Big Profits,” in which he shares his core principles of how to turn your business into a wealth building engine. He is currently working on his second book, “Simple Numbers 2.0.” Crabtree’s community service includes serving as Boys and Girls Clubs of America National Area Council Member, Entrepreneurs’ Organization Global Board (2006 to 2009), ALS Association of Alabama, Boys and Girls Clubs of North Alabama, Atlanta chapter of The Entrepreneurs’ Organization (EO) past board member. Crabtree is a frequent speaker at EO Chapter events, EO’s Accelerator Money Day program and the U.S. State Department’s New Beginnings program for international entrepreneurs. Greg and his wife Debbie have four children. Greg is an avid golfer and enjoys playing historic golf courses whenever his travel plans permit. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 115: 16 Million Views on YouTube – Attorney Jeff Hampton’s Guide to Growing Your Law Firm with Video 52:42
Today, we’re diving into the YouTube strategies that transformed Jeff Hampton’s business and can do the same for yours. My guest today, Jeff Hampton is founder of two highly successful law firms in Texas. Jeff shared invaluable insights into leveraging YouTube as a powerful tool for law firm marketing. He walked us through his YouTube journey, from starting during the pandemic to using video content to attract high-quality leads and grow his business. Jeff emphasized how he used targeted video strategies, including long-form and short-form content, to build trust, drive traffic, and ultimately convert viewers into clients. His advice on focusing content around the 20% of practice areas that generate 80% of revenue is a game-changer for law firm marketing. We also dove deep into how attorneys can tap into AI and automation for content creation, email marketing, and even using custom AI bots to analyze client sentiment. Jeff highlighted the importance of creating valuable content, giving away insights to build trust, and using retargeting strategies to engage leads long-term. Whether you're a seasoned law firm or just starting out, Jeff’s marketing strategies offer practical and actionable steps to grow your legal business through digital channels. Key Topics 02:02 Jeff’s background as a prosecutor and the value of trial experience. 02:27 His second law firm, STR Law Guys, which provides nationwide asset protection strategies for Airbnb owners. 02:55 Jeff’s personal growth journey and how he applied marketing strategies from outside the legal field to his law firms. 04:17 The importance of adopting new marketing philosophies and strategies to stay competitive. 05:07 Marketing groups and Masterminds, highlighting the value of email marketing and lead magnets. 05:55 The importance of visibility, trust, and retargeting in marketing strategies. 07:35 The challenges of managing multiple businesses, particularly when they are different types of law. 08:15 The strategic decision to have separate websites for his criminal defense and asset protection businesses. 08:45 The importance of understanding the ideal customer avatar and building relationships with influencers in the asset protection space. 09:05 How he built a seven-figure business by providing value to other influencers and hosting webinars. 10:15 Tips for asset protection for Airbnb owners, including the importance of insurance and the right type of LLC. 10:45 How sharing your expertise openly attracts clients who value your implementation, while DIY clients, who are often problematic. 12:17 Sharing enough insider information to build trust and curiosity, but not everything, you create a more customer-friendly approach that leads to referrals and increased interest in your services. 14:45 The benefits of holding companies from states like Wyoming, Nevada, Texas, and Delaware. 15:15 The importance of privacy and charging order protection for multi-state investors. 15:58 Prioritizing hiring a top-level integrator to handle operations and growth, allowing the focus on strengths in marketing and relationship building. 18:27 Discovering YouTube as a marketing tool during the pandemic. 19:35 How he started creating videos on narrow content related to his 20% practice areas that made 80% of his revenue. 20:24 The initial success of his videos, including receiving phone calls and tracking calls from YouTube leads. 21:00 The importance of providing value in videos and using specific call rail numbers for tracking. 23:14 How YouTube is pushing to make it more available and push creators out on television. 25:01 How YouTube search helps improve both YouTube and Google rankings, drives website traffic, and increases engagement by keeping visitors on your site longer. 26:47 Harnessing the power of YouTube’s algorithm by creating content that aligns with your audience, and start optimizing your videos to boost engagement. 28:30 Strategies for leveraging YouTube shorts. 29:46 The importance of longer-form videos for building trust and creating a binge-watching effect. 33:30 The importance of storytelling in videos and providing a narrative that resonates with viewers. 34:06 Steps for what’s key for long-form videos. Hook, set the stakes and payoff. 38:04 Getting past the mindset of recording and start getting content out. 40:13 The use of end screens to create a seamless viewing experience and increase viewer engagement. 44:10 How he uses custom AI bots to analyze comments and generate new video ideas based on viewer sentiment. 46:31 The importance of storytelling and empathetic communication in legal videos. 49:45 Treat your YouTube as a media arm of the business and adopt a creator mindset. Resources Mentioned Books: "Who Not How" "Traction" "Get A Grip" "Storyworthy" by Matthew Dicks About Jeff Hampton: Jeff Hampton specializes in helping real estate investors protect their assets through comprehensive strategies, while also coaching investors on the amazing power of short-term rentals to change lives by creating generational wealth. He is a former litigator who knows what works thanks to over 100 jury trials over the last 20 years. Jeff is the founder and partner of STR Law Guys , which provides asset protection and real estate services to short-term rental owners across the country. He started and scaled three law practices from zero to multiple seven-figures. A husband and father of four children, Jeff himself is a real estate investor with a six-figure passive income through a portfolio of short-term rental investments. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Today I’m excited to sit down with Craig Paxson, a seasoned fractional COO specializing in small law firms of up to 20 employees. In this episode, we dive deep into the key strategies that drive success in both law and business, focusing on the importance of a clear value proposition and long-term vision. Craig shares his experience using tools like EOS, "Ninety.io," and "Motion" to streamline operations and boost productivity. We also explore business development strategies that build trust with clients and set the foundation for sustainable growth. From the significance of understanding core business principles to Craig's commitment to mentoring and leadership, this conversation is packed with insights that apply to any industry. Craig breaks down how essential it is to have the right pricing strategy and trust-building promises. His hands-on approach to operations goes beyond traditional coaching, offering a fresh take on business success. Craig shares some of his favorite resources, like "The Goal" by Eliyahu Goldratt, and lessons learned from his journey from CEO to small business coach. Whether you're in the legal industry or simply looking to refine your strategic approach, this episode is full of actionable advice to elevate your marketing and business game. Key Topics 02:50 The shift to working with small law firms, initially through referrals and enjoying the experience of bringing an outside perspective to the legal realm. 03:25 Elaborating on his role as a fractional COO or fractional Chief of Staff for small law firms. 04:25 His responsibilities, including strategy work, employee relations, technology solutions, and facilitating weekly staff meetings and monthly deep dives. 05:02 All engagements are in-person or remote, and Craig confirms they are all remote, with no local clients in Nashville. 06:15 Discussing operating systems, with Craig emphasizing the importance of understanding the principles behind different systems like EOS, Scaling Up, and the Great Game of Business. 06:32 The approach of melding different systems into his own, focusing on strategy formulation and execution. 08:18 Experience with EOS and the importance of understanding the why behind business practices. 09:03 The importance of having the right kind of meetings, differentiating between strategic and tactical meetings, and the rhythm of meetings as described in Scaling Up. 09:53 The importance of metrics, preferring to call them KSMS (Key Success Measures) to focus on measuring success rather than just performance. 10:03 Quality assurance and the importance of understanding statistical processes when using scorecards. 11:26 The 3-13-7 framework: three-year vision, 13-week quarters, and seven-day execution, to ensure focus and accountability. 13:21 The importance of executing a strategy that includes both winning in the market and achieving organizational results. 14:18 Approach to vision statements, focusing on what the world should look like rather than just aspirational goals. 15:13 The importance of a clear value proposition and how it influences all aspects of business, from marketing to service delivery. 15:45 Personal mantra: build cool stuff and mentor people, highlighting the joy of creating and helping others grow. 16:40 Key pivots in his life and the lessons learned, leading Craig to share his experience with Toastmasters and the importance of stepping out of comfort zones. 17:37 The value of forcing oneself to do uncomfortable activities to grow and develop new skills and relationships. 18:06 The importance of personal development and how it can lead to significant changes in one's professional life. 19:45 The six questions for defining a value proposition: who are we serving, what product or service do we have, how is it priced, why do they need it, why should they choose us, and why should they trust us. 20:06 The importance of understanding the pricing model and how it impacts the value proposition. 20:35 The concept of the three whys: why do they need it, why should they choose us, and why should they trust us. 25:44 The difference between a fractional COO and a business coach, with Craig explaining that a fractional COO is more hands-on and embedded in the business. 26:23 The importance of having someone to manage operational tasks and processes, allowing attorneys to focus on billable hours and business development. 26:50 The benefits of having a fractional COO for law firms with multiple staff members. 27:15 The need for operational support as firms grow, beyond the initial setup and coaching phases. 27:52 The use of Ninety for project management and time blocking. 28:38 The importance of time blocking and how it can help manage tasks and projects effectively. Resources Mentioned Books: "Death by Meeting" by Patrick Lencioni "Measures of Success" by Mark Graben "The Goal" by Eli Goldratt Apps: Ninety.io Motion About Craig Paxson: Craig Paxson is a Board Certified Executive Coach, Certified Exit Planning Advisor, and Strategic Planning Professional, specializing in helping business owners maximize business value, reduce their involvement, and achieve scalable results. With over 30 years of management and consulting experience, Craig has a proven track record of guiding businesses toward success. As a former CEO of an $8 million business, he brings practical, hands-on leadership experience to his coaching practice. Craig also serves as a mentor at the Nashville Entrepreneur Center, Jumpstart Refinery, and SCORE, where he helps emerging entrepreneurs grow their ventures. His expertise lies in turning vision into predictable, scalable outcomes for business owners. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 113: LegalSoft’s Adam Reiman on Transforming Legal Intake, Law Firm Growth and Client Conversion 45:18
Today our special guest is Adam Reiman from LegalSoft. Adam brings a wealth of knowledge from his background in sales, digital marketing, and the legal sector. In this episode, he shares actionable strategies for law firms to boost their operations through virtual assistants, efficient intake processes, and structured client communication. We explore the current challenges law firms face, and Adam explains why quick response times and empathy are crucial for turning leads into clients. Whether you're a solo practitioner or part of a large firm, Adam’s insights on how to enhance your client intake process and improve overall efficiency will be invaluable. Adam also discusses his journey from a national sales director to a legal marketing coach, underscoring the importance of intake and conversion in law firms. With LegalSoft supporting 800 law firms through 2,700 virtual assistants, Adam emphasizes the need for speed in lead conversion, noting that leads not contacted within five minutes have only a 17% conversion rate. He also highlights the scale of LegalSoft's operations, interviewing 13,000 candidates monthly to place over 200 virtual assistants. Adam advises firms to document their processes, enhance client experiences, and consider coaching to streamline operations and drive growth. This episode is packed with tips to help law firms thrive in a competitive landscape! Key Topics 03:55 Experience working with various law firms and handling intake best practices and sales training. 04:38 Legalsoft specializes in virtual assistance in the legal space, from entry-level positions to virtual paralegals and attorneys. 05:06 Challenges law firms face in hiring post-Covid and how Legalsoft provides a solution. 06:25 The company's recruitment process, including their global offices and the high volume of applications they receive. 07:32 Highlighting the benefits for virtual assistants, roles they can assist with in all aspects of the office. 09:21 Benefits for VAs including health insurance, 401(k), and performance bonuses. 11:35 The company's infrastructure, such as monitoring virtual assistants' activities and ensuring they work full-time for one law firm. 12:35 The integration of virtual assistants into law firms and the positive impact on both the firms and the assistants. 13:43 The importance of intake and conversion rates in law firms. 13:59 Experience secret shopping law firms and the common mistakes in intake processes. 15:03 The top 10 skills for effective intake and the importance of empathy and unique competitive advantages. 16:55 The critical role of speed to lead and the negative impact of voicemail on conversion rates. 21:10 The sales role in intake and the importance of offering a unique competitive advantage. 24:25 Approach to training virtual assistants and the importance of salesmanship in intake. 26:35 The differences in law firm operations and the importance of documented processes and client experience management. 27:05 The need for law firms to micromanage the client's experience and the benefits of proactive communication. 31:20 The benefits of hiring coaches for law firms and the importance of finding the right coach. 34:23 Advises law firms to hire someone with experience in the legal space and to ask for references and success stories. 34:40 How his virtual assistant helps him stay on track and manage his workload effectively. 41:21 Expresses his openness to networking and his preference for working with small and solo law firm owners. Resources Mentioned Books: "E-Myth" by Michael E. Gerber Websites: LegalSoft's Virtual Assistants About Adam Reiman: Adam Reiman is a renowned expert in the legal industry, recognized for his innovative strategies in law firm growth and scalability. Throughout his career, he has successfully trained thousands of law firms across North America, empowering them with the tools needed to thrive. As a key figure at Legal Soft, Adam continues to lead initiatives that create consistent client journeys and drive unprecedented growth for law firms. His Legal Mastermind sessions have become a cornerstone for firms looking to compete in today's fast-evolving landscape. Adam's forward-thinking approach and deep industry knowledge make him an invaluable asset to Legal Soft's mission of delivering cutting-edge solutions. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 112: From Strategy to Success: Essential Law Firm Management Techniques Webinar with Bill Biggs & Dominic Grew 1:43:19
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Today, I’m joined by Bill Biggs and Dominic Grew to discuss essential strategies for law firm management and business growth. Bill Biggs is one of the world’s leading experts in law firm team culture and leadership, shares insights from his role as a Chief Team and Culture Officer, and his experiences working with top athletes like Johnny Manziel and Larry Fitzgerald. He introduces his Master Plan initiative, designed to help law firms implement best practices quickly, and highlights the importance of building a strong accountability structure within firms. Dominic Grew, the head of Elevate Business Coaching, dives into the practical side of business planning, offering a four-step approach for small law firms to set clear goals and drive efficiency. Together, we explore why strategic planning, clear objectives, and maintaining a positive company culture are critical to law firm success. Throughout the conversation, we break down the core principles of effective law firm management, including the importance of structured hiring, leadership development, and consistent staff evaluations. Bill emphasizes the role of a functional accountability chart in leadership, while Dominic stresses the value of leveraging technology and data analysis to optimize operations. We also touch on the need for simplicity in planning—following the KISS principle—and the benefits of operating systems like EOS to align objectives, strategies, and tactics. Key Topics 02:26 Outlines the agenda, which includes meeting the experts, discussing planning and strategy, and a Q&A session. 04:50 The importance of differentiating between objectives, strategy, and tactics in business planning. 05:35 SMART objectives and provides an example of a revenue goal for a law firm. 06:07 The difference between objectives, strategies, and tactics, emphasizing that objectives are specific, measurable goals, while strategies are broad approaches to achieving those goals. 07:15 An example of a law firm aiming to increase revenue and the strategies they might use, such as improving marketing and client satisfaction. 09:09 The importance of having a clear plan and the tools to measure progress, such as KPIs and scorecards. 09:35 Introduces the concept of an operating system, specifically EOS, and its benefits for running a business efficiently. 10:10 EOS and its impact on his business, including standard operating procedures, weekly meetings, and reduced stress. 11:17 The importance of having a scorecard and KPIs to measure performance and focus the team on achieving goals. 11:40 Showing how different team members are responsible for specific metrics. 12:23 The benefits of having an operating system, including increased efficiency, reduced stress, and improved revenue and performance. 18:35 Bill’s experience as a culture officer at a large firm, including building the team, leadership structure, and organizational culture. 20:25 Discusses his background in media consulting and writing speeches for athletes and NFL players. 21:35 The Master Plan, an event focused on providing best practices and implementation for law firms. 23:07 The importance of having the right people at the event to ensure implementation and traction. 24:15 Discusses the upcoming Mastermind, a mastermind group for law firms, and its benefits for growth and strategic planning. 24:51 The belief in the power of masterminding and encouraging firms to participate in masterminds for growth. 26:05 Emphasizing the importance of design in law firms and having a plan and strategy. 26:31 The significance of leadership and management in running a successful law firm. 30:28 The concept of a functional accountability chart, which focuses on roles rather than individuals. 32:05 The importance of culture, core values 34:01 The importance of hiring the right people and providing proper onboarding and training. Using a functional accountability and Org charts 35:03 The key components of management and leadership, including hiring, onboarding, training, and ongoing coaching. 38:05 Building a training plan, to not be wasting time and money. 40:00 The importance of evaluating employees based on performance and culture fit. 40:30 The concept of the culture performance matrix and the impact of C players on the firm. 43:08 Approach to developing leaders within the firm and the importance of having a leadership structure. 48:42 The importance of culture as the foundation of a law firm and having a clear purpose and core values. 51:06 How core values should guide decision-making and provide a framework for the firm. 55:18 The importance of hiring, onboarding, training, and having standard operating procedures. 56:55 Experience with EOS and the benefits of having a common terminology and system for the leadership team. 1:09:19 Working with small law firms and the challenges they face in managing and growing their businesses. 1:12:26 Introduces a simple four-step business planning tool for small law firms. 1:13:17 The importance of having a clear vision for the firm and articulating it in writing. 1:15:35 The importance of setting three main goals for the year and ensuring they are SMART. 1:17:25 The concept of milestones and the importance of identifying stepping stones to achieve the goals. 1:19:33 The importance of taking action and working the plan on a weekly basis. 1:20:35 Encourages firms to identify specific tasks to accomplish each week to make progress towards their goals. 1:21:35 Asking yourself and your team what needs to change. 1:23:05 The importance of having data in place. 1:28:07 The importance of having a clear plan and focusing on the most important tasks to achieve success. Resources Mentioned Books: "Multipliers"by Liz Wiseman Apps and Tools: Predictive Index DISC Assessment Crystal Knows Websites: https://elevatebusinesscoaching.com/ https://www.linkedin.com/in/billbiggslpdhp About Bill Biggs: Bill Biggs is considered one of the nation’s most innovative thinkers in law firm leadership. His unique perspective on culture and ability to inspire and multiply leaders has created a movement reshaping firms across the country. His distinguished client list includes Heisman Trophy winners, NFL HOFers, NBA champions, Olympians, and many of the top teams in college and professional sports. About Dominic Grew: Dominic Grew is the Founder & Owner of Elevate Business Coaching. He founded the firm in 2019 when he saw a need in the marketplace that was not being met. As a former COO and industry outsider, he recognized that lawyers often receive little to no training on how to build, manage, and grow a law firm, yet their professional success is often dependent on mastering those skills. He asked, "How can I help these talented professionals develop the skills necessary to be successful business owners and firm leaders?" The answer was to customize coaching, training, and facilitation services to lawyers (and other highly-skilled professionals) and have them delivered by a team of seasoned, battle-tested business experts. Prior to launching Elevate Business Coaching, Dominic held a variety of Business Management and Growth roles internationally. He holds a Masters in Management from Cambridge College, MA. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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In this episode, I sit down with Adam Rossen, a dynamic criminal defense attorney from Fort Lauderdale and founder of the Rossen Law Firm. We discuss the power of YouTube videos, social media marketing and growth in the legal world. He emphasizes the role of YouTube in generating six figures annually and explains how a balance of digital efforts and referrals has been critical to their success. We dive into how Rossen Law creates engaging content that resonates with clients and builds trust. Beyond marketing, Adam opens up about the transformational impact of mastermind groups and EOS - the Entrepreneurial Operating System on his firm’s operations and decision-making. He also provides valuable advice on handling police encounters, staying focused on core strengths, and the importance of police accountability in his practice. This episode is packed with insights on growing a law firm by staying committed to community, mentorship, and strong core values. Don’t miss this inspiring conversation with one of the leading voices in criminal defense. Key Topics 02:09 The High-energy culture of Adam's firm and the importance of in-person interactions. 02:43 An overview of his firm, Rossen Law Firm, highlighting its size, growth, and focus on criminal defense cases. 03:33 The firm's marketing strategy, emphasizing a mix of both digital and referral-based cases. 03:50 Journey of learning marketing after splitting from his partner and the importance of quality leads. 04:17 Highlighting the firm's significant digital presence through their website and social media platforms. 05:25 Reflects on his initial fear of perfectionism and the importance of starting with a minimum viable product. 05:59 The firm's success with YouTube, including making six figures annually from their channel. 06:45 The value of committing to a content cadence and using creative ideas from everyday life. 07:17 The types of content they create, including body camera videos and educational deep dives. 08:13 How these videos help build trust and pre-sell potential clients. 12:17 The importance of video content in differentiating the firm and attracting high-quality clients. 20:00 The legalities of visual speed estimation and the challenges of proving an illegal stop. 23:00 Handling police misconduct and the impact of body camera footage. 24:39 Credits given to Ben Glass and Brian Glass for their mentorship and the impact of their mastermind groups. 25:50 Journey of joining the Great Legal Marketing mastermind and the significant growth it brought to his firm. 30:06 The importance of having a supportive community and the value of investing in personal and business development. 33:45 The decision to implement EOS (Entrepreneurial Operating System) and the benefits it brought to the firm. 36:01 Finding the right implementer and the positive impact on decision-making and culture. 36:50 The importance of living and breathing core values within the firm. 38:20 Examples of how they gamify and reward core values to keep the team engaged and motivated. 40:25 The use of Ninety.io for managing EOS and the benefits it brings to their firm. 44:00 The importance of being around centers of influence, such as attorneys, group leaders, and therapists. Resources Mentioned Books: "E-Myth" by Michael E. Gerber "Get a Grip" by Gino Wickman Apps/Software: ninety.io - Software for managing EOS processes Websites: Rossen Law Firm Podcasts: "They Don't Teach This in Law School" hosted by Charlie Mann "Success in South Florida" hosted by Adam Rossen Social Media: Instagram - Rossen Law Firm's Instagram LinkedIn - Rossen Law Firm's LinkedIn page About Adam Rossen: Adam Rossen is a seasoned criminal defense attorney from Fort Lauderdale with over 15 years of experience and is the founder and CEO of Rossen Law Firm, the largest criminal defense firm in Broward County. He began his legal career as a prosecutor at the Broward County State Attorney’s Office, where he gained crucial insights into the justice system. Since establishing his firm in 2008, Adam has earned a strong reputation for providing exceptional legal services, particularly in DUI defense. He is also a certified DUI defense specialist and an active member of several legal organizations. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Today I welcome Gary Sarner, the Loud Shirted Legal Radio Guy who has made his mark with legal advertising through radio. With over 35 years in the industry, Gary transitioned from a young radio salesman to running his own agency, ROI 360+, which helps law firms expand their client base through innovative and authentic marketing strategies. Gary shares how proper branding, unique storytelling, and community engagement are critical to success, particularly in the legal world. We also dive into the impact of social media in the legal world and how Gary’s personal branding (like his signature loud shirts!) and bold approach to networking have helped him stand out. Plus, Gary recounts memorable moments from his career, including his first sales pitch and the creation of unique branding and positioning and well-known taglines like “Your case is my cause.” Tune in to hear Gary's actionable insights and stories that show how creativity and dedication to client success can elevate legal advertising to new heights. Key Topics 01:22 Early experiences, including hanging out at WQXI in Atlanta and witnessing the impact of a Lionel Richie song on radio listeners. 03:00 Initial career aspirations, his father's consumer electronics business, and his decision to quit school to join the family business. 04:00 Recounting his move to Miami and his father's unexpected decision to retire, forcing Gary to find a new job. 05:52 Persistence in getting a job at Y100 in South Florida, including his first meeting with Jim Knowles, the sales manager. 08:20 The story of his first sale, a $10,000 check from Computer Village, and how he learned the ropes of radio advertising. 09:55 Early success and his decision to leave for Baltimore, only to return to Miami after realizing his mistake. 11:47 How he transitioned from radio sales to legal marketing, starting with a sales call to attorney Mark Anajar. 13:30 Initial skepticism about legal advertising and how he eventually took over all of Mark's advertising needs. 15:47 The challenges and rewards of building his own ad agency, ROI 360+, and his decision to focus on legal marketing. 19:00 The need for authenticity in branding and shares examples of successful legal marketing campaigns. 22:53 The importance of having a great website and digital marketing partner for any business, including law firms. 24:35 The significance of community involvement and unique storytelling in building a strong legal brand. 25:41 Stories of successful legal marketing campaigns, including the importance of finding a firm's "why" and authentic message. 29:57 The differences between successful and unsuccessful law firms, focusing on marketing and legal work quality. 30:35 The importance of brand recognition and the role of educated consumers in choosing a law firm. 31:14 Tthe need for patience and the right partnerships in building a successful legal marketing campaign. 31:45 The importance of social media for law firms and the challenges of engaging the general public. 32:55 The role of social media in building brand awareness and the need for law firms to be outlandish and unique. 34:38 Insights on the types of social media content that resonate with potential clients and the importance of community activities. 36:42 The potential of social media to drive business growth and the importance of consistent branding. 42:42 Personal productivity tips, including his heavy use of Instagram, Facebook, and LinkedIn for business growth. About Gary Sarner: Gary Sarner, an expert in legal marketing, transitioned from the dynamic world of radio to revolutionize media buying strategies for law firms across the nation. With over 37 years of experience, he founded ROI360+ in 2021, crafting innovative strategies that dominate the airwaves. A dedicated professional and proud father of four—two of whom are studying law—Gary is passionate about helping his clients thrive by combining innovation with dedication. His mission: to propel law firms forward in an ever-evolving market. Instagram Website LinkedIn Cell phone: (954) 560-63710 About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. 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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP109: Live Case Study — How a Small Law Firm Signed 62 New Clients with Steven Goldstein 1:16:36
1:16:36
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Today, I’m excited to share our most recent webinar, Live Case Study: How a Small Law Firm Signed 62 New Clients , featuring Steven Goldstein, the owner of a small personal injury and criminal law firm in New York and New Jersey. In this session, we dive into how Steven’s firm signed 62 new clients in just five months from Google Screened - Local Services Ads (LSAs), with a cost per client of just $657. Steven shares how working with my team at 10 Golden Rules has helped him leverage digital marketing strategies to drive this impressive growth. We focus on key tactics like Google Local Service Ads, where his firm ranked at the top, and optimizing Google Maps listings to boost visibility. Steven also explains how his team managed calls efficiently, ensuring that every lead was handled quickly and professionally—an approach that not only enhances client relationships but also improves performance in Google's algorithm rankings. A major factor in Steven’s success is his focus on personal communication and responsiveness. He highlights the importance of timely follow-ups and building strong, long-term relationships with clients and even adversaries, which has had a far greater impact than just winning cases. Consistently generating positive Google Reviews has also been crucial in solidifying his firm’s reputation and driving more client acquisition. In this webinar, Steven and I also discuss the power of video marketing in establishing trust and credibility, which has played a pivotal role in helping his firm stand out in a competitive legal market. Key Topics 00:40 Ranking at the top of Google with local service ads and is performing well in Google Maps. 01:06 The 62 clients were acquired at a cost of $657 per client, and the data analysis in detail. 04:28 The importance of networking and hustling to build the firm, even before digital marketing was prevalent. 05:13 Discusses the founding of Goldstein and Handwork, a Personal Injury and Criminal Law Firm, in 1994. 09:00 Describing initial digital marketing experiences, including working with various firms that failed to deliver results. 09:30 The importance of monthly meetings and accountability in his current partnership with Jay and his team. 12:12 Sharing initial goals, which were much lower than the results achieved through Jay's guidance. 13:20 The use of a remote answering service to ensure calls are handled promptly and professionally. 13:54 The importance of answering calls quickly and efficiently, especially with local service ads. 14:15 The closing rate for legitimate cases is over 90%, and Steven's team follows up on leads within two hours of the initial call. 15:40 The competitive nature of the market and the importance of treating leads as gold to stand out. 22:01 Seeing the results from being mindful of budget and taking steps to maximize the leads being received. 22:50 Strategies implemented to focus on being local, started to see results. Clients discovered by being ranked number one on Google, before actively doing SEO. 26:50 The role of Google's algorithm in determining ad performance and the importance of answering the phone quickly. 29:24 Making a strategy for managing reviews, including asking clients for reviews in person and leveraging positive feedback. 31:05 Treating people kindly, even those you cannot help provide some insight – in return ask for a Google reviews. Reviews have significantly influence client decisions. 33:04 The importance of consistent review generation and the impact of reviews on Google's algorithm. 34:08 Approach to getting reviews from non-clients, such as adversaries and vendors, to boost his online presence. 37:19 The importance of having clients leave Google reviews for the correct office location. 45:33 Managing the influx of cases by partnering with another law firm to handle existing litigation cases. 46:35 Virtualizing some tasks, such as case management and follow-ups, to efficiently handle the increased caseload. 48:25 The importance of maintaining relationships with clients and ensuring they feel connected to the firm. 50:45 Benefits of proactive communication and the impact on client satisfaction and repeat business. 51:23 The importance of Google Maps and the strategies used to improve visibility and performance. 53:29 Experience with video marketing, including creating videos to address common client questions and concerns. 54:30 The benefits of video content for SEO and social media, and how it can help attract and engage potential clients. 55:20 The positive feedback from clients who have watched his videos and the impact on their decision-making process. 56:25 The importance of a strong client-agency relationship and the factors that contribute to success. 59:35 The importance of responsiveness, trust, and accountability in working with an agency. 1:01:21 Positive experience with Jay and his team, and the impact of their guidance on his firm's success. 1:07:03 Managing geographic targeting and the unexpected success of his local service ads. 1:09:00 Insights into the cost per lead calculation and the importance of maximizing ad performance to attract and convert leads. 1:12:45 Additional strategies for generating reviews, including leveraging relationships with adversaries and vendors. Resources Mentioned E-book : "The Secret Algorithm for Dominating Local Service Ads" Available for free at: 10goldenrules.com/lsa_ebook About Steven Goldstein: Steven Goldstein is a partner at Goldstein & Handwerker, LLP, with a distinguished legal career spanning over three decades. An alum of New York Law School, Steven is highly regarded for his expertise in breach of contract cases, torts, and arbitration. Admitted to practice in New York in 1992 and New Jersey in 1993, he specializes in plaintiff's personal injury and criminal defense. Steven is known for his exceptional legal writing and trial litigation skills, securing numerous multi-million dollar verdicts and settlements for his clients. Throughout his career, he has recovered millions of dollars in both New York and New Jersey. In addition to his legal practice, Steven has also served as the Mayor of Springfield Township, New Jersey, and as an alternate public defender in Springfield. He holds a degree from the State University of New York at Albany and is committed to delivering outstanding results for his clients. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP108: GLM – The Great Legal Marketing Conference, Grassroots Marketing and Masterminds with Attorney Brian Glass 46:03
Today we have a very special guest, attorney and entrepreneur Brian Glass—renowned personal injury attorney and co-founder of Great Legal Marketing. You may recognize the name, as I had the pleasure of hosting Ben Glass, Brian’s father and the other half of the dynamic team behind Great Legal Marketing, in our previous episode. Brian shares invaluable insights on how small law firms can compete with larger ones using guerrilla marketing strategies like building strong referral networks and leveraging digital marketing to maintain a powerful online presence. We also touch on the importance of mindset and business growth tools, including the Entrepreneurial Operating System (EOS) and the power of mastermind groups. Brian explains how these tools helped him transition from a general practice to a thriving personal injury firm. Additionally, we explore his favorite business books and productivity tools, all of which have played a key role in his success. Finally, we get a sneak peek into the upcoming Great Legal Marketing Summit, where attendees will hear from incredible speakers like Lee Milteer on the millionaire mindset and Ed Alexander and Jonathan Hawkins on partnership agreements. All links are below! Key Topics 02:30 The summit's unique message of helping lawyers build practices that serve their families and lives, attracting primarily law firm owners rather than associates. 04:00 The variety of digital marketing content at the summit, including actionable tips for Google My Business, content repurposing, and SEO. 04:33 Highlighting the keynote address by Lee Miltier on millionaire mindset secrets and various breakout sessions on topics like partnership agreements and technology integration. 05:25 A new workshop for women lawyers is introduced, focusing on building a successful practice while balancing family life. 05:55 An award which recognizes firms based on various marketing metrics, and the commonality among winners of bringing their marketing directors to conferences. 07:15 Emphasizing the need for law firm owners to invest in this role and bring their marketing directors to conferences to ensure they implement the ideas learned. 08:25 The importance of having a dedicated marketing director or equivalent role in a law firm. 08:40 Noting that the best-performing clients in his business also have a dedicated marketing role. 09:26 Insights on how to effectively integrate marketing directors into the firm's operations and the benefits of having someone aligned with the firm's vision. 15:06 Their firm's implementation of Entrepreneurial Operating System (EOS) and the importance of having a core focus. 17:20 The challenges and benefits of running EOS, including the need for dedicated time with an implementer and the recognition of systems and issues. 17:53 The importance of having an outside mediator to help with EOS and the significant improvements seen in their business since implementing the system. 21:57 Advice for young lawyers about masterminds. 24:29 The power of mastermind groups and the success stories of members like Adam Rawson and Stephen Goldstein. 25:24 The structure of their mastermind groups, including the Hero Mastermind for firms under a million in revenue and the Icon Mastermind for firms over a million. 26:00 Individualized coaching and helping lawyers build practices that align with their personal goals. 29:33 Break down of their format and the power behind them. 32:24 Guerrilla marketing strategies for small law firms to compete with larger firms that outspend them on digital marketing. 34:13 The importance of cultivating referral sources, particularly medical providers, and the benefits of speedy payment and transparency. 35:20 Personal experience of hand-delivering checks to chiropractors to build relationships and generate referrals. 36:20 Highlighting the need for a functional website, Google My Business presence, and social media to build trust and attract clients. 38:15 Outlines their digital marketing strategy, including creating YouTube videos, splitting their channel into personal injury and long-term disability pages, and using AI to create digital shorts. 40:00 The need for a consistent presence across various platforms and the importance of not wasting space with outdated content. 40:30 Cascading content from one platform to multiple social media channels for maximum reach. Resources Mentioned: Books: "Vivid Vision" by Cameron Herold Apps and Tools: Passion Planner Fathom Ai Notion Websites: GLMsummit.com Great Legal Marketing Summit Podcasts: The All In Podcast MoneyWise My First Million About Brian Glass: Brian Glass is a partner and personal injury attorney at BenGlassLaw, where he represents injured individuals against insurance companies. A Fairfax native, Brian attended James Madison University and earned his law degree from the College of William & Mary, where he was a Benjamin Rush Scholar. He is licensed in Virginia and Maryland and has been recognized as a Rising Star by SuperLawyers magazine from 2017 to 2023. In 2022, Brian secured a $4M+ verdict, including $1M in punitive damages, in a high-profile drunk driving case, marking one of Virginia’s largest punitive awards in such cases. Beyond his legal work, Brian is President of Great Legal Marketing and hosts the podcast *Time Freedom for Lawyers*, where he interviews successful individuals on business and life. Outside of work, Brian enjoys coaching his sons' sports teams, traveling, and long-distance running, including completing the Umstead 100-mile race. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP107: GLM – The Great Legal Marketing Conference, Masterminds and a new Book! Law Firm Growth Strategies with Ben Glass 52:21
In this episode, I had the pleasure of sitting down with Ben Glass, a seasoned lawyer, legal marketing expert, and founder of Great Legal Marketing. Ben shared his incredible journey from law school to building a highly successful law firm, and he offered some invaluable insights into time management and business growth for entrepreneurs, especially those in the legal field. Breaking down the importance of recognizing the true value of your time and the power of delegating tasks that fall outside your 'zone of genius.' Ben also highlighted the transformative impact of mastermind groups, drawing inspiration from Napoleon Hill, and how these collectives can turn struggling firms into thriving businesses. We discussed the evolution of marketing strategies—from traditional methods to leveraging AI for better client engagement. Ben also shared his experience co-authoring the fourth edition of Dan Kennedy's "No BS Time Management for Entrepreneurs," where he emphasizes the importance of time blocking, accountability, and clear communication. These strategies are essential for attracting ideal clients, hiring the right employees, and implementing innovative lead-generation techniques. Key Topics 01:58 Ben recounts his initial years as a lawyer, including his law clerkship with a prominent trial lawyer and his transition to starting his own law firm. 03:16 He challenges running a law firm, including managing cases, people, and acquiring clients. 03:38 Dan Kennedy's "Magnetic Marketing" product and how it influenced his approach to marketing. 05:15 How he differentiated his law firm's marketing message by offering a free book to potential clients. 08:23 The importance of creating a personal brand and unique selling proposition (USP) in marketing. 09:10 Marketing strategies evolved with the advent of the internet and digital advertising. 10:00 The inception of Great Legal Marketing and its focus on the business side of law. 10:47 Addressing various business challenges, including lead generation, conversion, scaling, hiring, and developing culture and processes. 13:55 Building a strong community and the role of the annual summit in fostering connections among members. 15:45 The concept of mastermind groups and their role in supporting each other's growth and success. 16:53 Emphasizing the family-like atmosphere at Great Legal Marketing conferences and the value of the mastermind groups. 19:30 Ben shares his new book, "No BS Time Management for Entrepreneur – 4th Edition," which he co-authored with Dan Kennedy. 21:05 How he got involved in the project and the unique angle he brought to the book. 25:25 Understanding the value of time and focusing on tasks that align with one's strengths. 29:28 What’s new in the digital space: the six parts of Google, creating helpful content for Ai overviews and how it can boost visibility on Google. 30:53 Using technology in his law firm, including recording intake calls and using AI to analyze them. 32:32 How the insights from these calls help improve the intake process and provide valuable data for marketing efforts. 36:01 Advice for young attorneys, emphasizing the importance of asking "What can I do for you?" and being curious. 37:40 Encouraging young lawyers to network and build relationships with peers and mentors in the legal community. 39:00 The value of sharing knowledge and experiences with others, both in person and through mastermind groups. 45:46 The benefits of using the Entrepreneurial Operating System (EOS) in law firms. 46:34 Having honest discussions and making aligned decisions in leadership meetings. 47:25 How EOS helps build structure into the business and improve leadership and team alignment. 48:26 Ben’s top personal productivity tip: time blocking, which involves scheduling specific times for different tasks. 48:49 The value of staying informed about digital marketing and legal industry trends through various sources. Resources Mentioned: Books: ”Get a Grip" by Geno Wickman "Traction" by Geno Wickman "Deep Work" by Cal Newpor t "No BS Time Management for Entrepreneurs" by Dan Kennedy "Think and Grow Rich" by Napoleon Hill Books by Ben Glass Podcasts: "Built to Sell" by John Warrilow Websites and Others: https://www.greatlegalmarketing.com/ Lunch with Ben https://benglasslaw.com/ About Ben Glass: Most people who meet attorney Ben Glass come to know him as a father of nine children four of them adopted from China, a small business advocate in Northern Virginia, a non-profit and charity supporter, and a soccer referee - in addition to being one of the most-reviewed attorneys in the area. Born and raised in Annandale, Virginia, Ben has spent his career practicing law in the courtrooms throughout Virginia. A recognized expert among his peers, lawyers travel from around the country to be trained in the Ben Glass Center for Growth and Innovation. For over a decade, attorney Ben Glass has been teaching hundreds of solo and small firm lawyers around the globe how to market ethically and effectively using education-based, direct response style marketing. Through Ben’s experience in testing various marketing techniques for his own firm, he has discovered what truly works and has implemented his knowledge into the creation of Great Legal Marketing in 2005. Hundreds of lawyers in the United States and Canada have already joined Great Legal Marketing and are watching their practices take off. Ben’s innovative approach to effective, ethical, and outside the box marketing for lawyers has caused him to be viewed as America’s premier authority on this subject. He is a much sought-after speaker and author and has been featured in or quoted by TRIAL magazine, The Washington Post, Washington Post Magazine, Newsweek, USA Today, ABC News Online, The Wall Street Journal and “The Next Big Thing” Radio Show. Ben has been interviewed on television, including the stations, ABC, NBC, Fox, and Cox, as well as the show, “Leading Experts TV.” Above all, Ben believes in the success of the solo and small firm attorney and in the power of education-based, direct response marketing. You can learn more about Ben's renegade lawyer tactics, go to https://www.greatlegalmarketing.com/ About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP106: Superior Ai for Law Firms – meet Supio.com’s Edward Kirk, Plus Breaking News about their Series A Funding Round 50:38
I'm thrilled to be joined by Edward Kirk, a former litigator from London who's now leading the charge in legal technology as the head of partnerships at Supio, an Ai-powered software startup. Edward shares his fascinating journey from his legal career in London to launching Supio, a platform that streamlines case management, reduces time on desk, and enhances trial outcomes for personal injury and mass tort lawyers. We dive deep into how Supio is revolutionizing law firm operations, providing instant access to case data and insights that improve efficiency and client service. Edward even shares a remarkable story about a landmark $530 million verdict achieved with the help of Supio’s Ai tools. We also share the breaking news about Supio’s Series A funding round led by Sapphire Ventures, which will fuel their expansion and support for law firms. Edward offers some great tips for running a law firm like a business, emphasizes the importance of excellent customer service, and recommends must-read business books like "Zero to One" and "Crossing the Chasm" for aspiring professionals. Let's get started! Key Topics 03:33 - Edward’s journey from starting his legal career in 2010, working in litigation teams, and prosecuting financial crimes. 04:33 - The manual and error-prone nature of data analysis in legal practice. 05:33 - Technology to streamline legal processes and increase efficiency, leading him to work with an Australian startup focused on family law. 06:31 - Transition to Supio, a company that helps personal injury lawyers with case reviews, med chronologies, and other tasks, and his role in leading partnerships for the company. 06:55 - Supio's role in helping personal injury and mass torts lawyers by streamlining processes, reducing time on desk, and strengthening cases. 08:35 - How using Supio to prepare for a mediation, resulted in a significant win and an investment in the company. 11:11 - How Supio works with case management software like Litify, FileVine, and Smart Advocate to streamline document delivery and reduce data entry. 11:10 - Details of the Ai and human labor involved in processing unstructured documents and creating accurate timelines for legal cases. 14:01 - The role of paralegals and lawyers in using Supio to spot issues in case records, draft demand letters, and prepare for negotiations and trials. 17:30 - The importance of Supio as a digital colleague that helps lawyers prepare for mediation, depositions, and trials by identifying weaknesses and blind spots in their arguments. 18:34 - How Supio works with complementary case management software and aims to increase efficiency and reduce data entry. 19:20 - Advising small law firms to be curious about their manual processes and consider how technology can improve efficiency and reduce errors. 22:15 - Recommending looking for AiI solutions that fit the firm's needs and offering free trials to ensure compatibility and accuracy. 22:51 - The importance of training staff on new technology and involving both tech-savvy and skeptical team members in the adoption process. 22:45 - A checklist of 10 points for choosing the right Ai solution for a firm and offering to share it with listeners. 34:01 - Edward’s career pivot from practicing law to working with startups, influenced by books like "The Future of Law" by Richard Susskind and "Outliers" by Malcolm Gladwell. 37:25 - The significance of legal technology in modern legal practice and the potential for exponential impact. 41:55 - Continue learning and stay updated on industry trends to succeed in legal technology. 43:10 - The importance of having individuals in positions who can focus on operations and the need for lawyers to be trained in business management. 43:48 - Manual tasks that can be automated and ensure a smooth implementation process for new technology. 44:40 - Considering the involvement of both tech-savvy and skeptical team members in the adoption of new technology to ensure success. 46:27 - Using Minuteme for recording internal meetings and Fireflies for automating meeting notes and customer support. Resources Mentioned Books: "0 to 1" by Peter Thiel "Crossing the Chasm" by Geoffrey Moore "The Future of Law" by Richard Siskind "Outliers" by Malcolm Gladwell Apps and Tools: MinuteMe – For recording meetings, keeping notes, and training purposes Fireflies – For recording meetings, keeping notes, and training purposes Fathom.ai – For taking notes during meetings and creating meeting summaries ChatGPT – Used by Justin Lovely for generating blog topic ideas HeyJED – Used by Justin Lovely for scripting and recording videos in English and Spanish Litify - Websites: Supio's website: supio.com About Edward Kirk: Edward Kirk is the Head of Partnerships at Supio, where he brings over 12 years of legal expertise combined with a deep focus on B2B legal tech sales. A graduate in Law from the University of Law, London, and History from Royal Holloway, Ed began his career as a family lawyer at Simons Muirhead Burton in London, UK. He later transitioned into the legal technology sector, serving as the Head of North America & UK at Settify, where he played a pivotal role in expanding the company's footprint across three countries by fostering strategic partnerships. With a vast network in the legal and legal tech communities across North America and the UK, Ed continues to drive innovation and growth in the industry. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP105: Attorney Justin Lovely – Leveraging Ai for Legal Marketing and Operations – Recorded at The TGR Live! Growth Strategies for Law Firms Event 1:11:19
1:11:19
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Bringing you another amazing recording from TGR Live! Our Growth Strategies for Law Firms event, which we hold annually in beautiful Boca Raton, Florida. Everyone absolutely loved this presentation from Justin Lovely, the Ai Lawyer. The transformative impact of artificial intelligence on the legal industry. Justin dives deep into Ai's practical applications, starting with a live demo showcasing cutting-edge tools like PimEyes for facial recognition, Crystal for behavior analysis, and Swipe Builder for ad optimization. We discuss Ai's significant role in legal practices, marketing, and content creation, all while addressing crucial ethical concerns such as privacy and bias. From automating legal processes and enhancing communication to optimizing social media performance, this episode offers a comprehensive look at how Ai is shaping the future of law and beyond. If you want to see more from TGR Live 2024, including this presentation and others, visit https://www.tengoldenrules.com/tgrlive/ to access the videos and learn about our upcoming events. You won’t want to miss it! Key Topics 01:07 Insights on using Ai in marketing and operations, showcasing strategies and tools used in their office. 01:41 Beta testing for Ai-powered car wreck lawyer search tool raises ethical concerns about facial recognition technology. 03:55 Highlights Ai as latest general purpose technology, comparing it to past transformative inventions like fire, wheel, and internet. 05:41 Implementing Ai tools in a law firm, facing resistance from staff. 07:54 The importance of involving employees in decision-making process to gain buy-in. 09:33 Various Ai tools, including Chat GPT, Whisper, and Claude, and their potential uses. 11:09 The advantages and disadvantages of each tool, and how they can be used for different purposes. 12:02 Using Ai tools to solve social media problems, such as finding posts that perform well and creating effective landing pages. 12:42 Demonstrates Ai tool Swipe Builder, showing how to analyze competitors' ads. 16:00 The use of Swipe files for ad creation and Swipe builder to help create ads by copying successful ads and landing pages. 17:24 Using Ai-generated transcripts of successful ads and client testimonials. 18:00 Swipe Builder and organic video marketing for law firms, mentioning its affordability and effectiveness. 20:24 Tools for organic video marketing, including video editors and virtual assistants, and highlights the cost-effectiveness of the setup. 21:34 Using Opus for clipping and VID IQ for back-end on YouTube. 23:23 HeyGen Ai-powered software to create and schedule content for various platforms with ease. Even turning clips to different languages. 28:01 Using tools like ChatGPT and Answer the Public for content inspiration. 29:05 The importance of tailoring content to specific platforms and target audiences. 32:00 Optimizing YouTube videos with Ai tools like vidIQ and ChatGPT. 33:15 Emphasizes the importance of SEO for podcasts and provides tips for optimizing show notes. 34:00 The competition in SEO and uses Rival Flow to keep track of competitors. 35:17 Using Ai tool "Rival Flow" to outrank competitors in local markets. 37:10 Chat GPT for data analysis and attribution audits, finding it to be "awesome" and "only going to get better." 38:33 Identifying demands as a bottleneck in their office, emphasizing the importance of getting demands out the door to avoid delays and lost revenue. 41:25 Working on automating Med Cron process using Blockchain and tokenizing data. 42:02 Concerns about Ai ethics and legal implications in law practice. 43:16 Lovely Law Firm uses Ai-powered quizzes to train and retrain staff. 44:01 Using Ai-powered GPT to create quizzes and tests for employees on various legal topics. 46:31 Using chatbot to help with large case investigations, streamlining the process and saving time. 47:06 Facial recognition software, PimEyes, to quickly find online information about a person's past, including criminal records and social media activity. 48:05 The tool's ability to provide instant information that can be used in legal cases, such as identifying a hit-and-run driver's prior DUI offense. 49:00 Using Ai software to find witnesses and clients in legal cases. 53:25 Crystal to analyze opposing counsel's LinkedIn profiles for mediation preparation. 54:26 Crafts mediation PowerPoint to address concerns and hit key points, despite mediator's pushback. 57:48 Using Ai to automate call intake for law firms, mentioning features like summarization, buzzwords, and accent dampening. 59:25 Highlighting the cost-effectiveness of Air.Ai, with prices starting at 32 cents per minute, and the ability to hire staff with poor accents. 60:50 Keep an eye on Ai developments and leave a Google review for valuable insights. 1:05:40 YouTube optimization strategies, including creating playlists and promoting content on social channels. Resources Mentioned: Ai Tools and Software * PimEyes * - Facial recognition software used for identifying individuals and their past histories. * Crystal * - A plugin that uses the DISC profile to analyze communication style, behavior, and personal characteristics based on LinkedIn profiles. * Whisper * - Ai tool mentioned in relation to its capabilities. * Claude * - Ai tool mentioned in relation to its capabilities. * Perplexity * - Ai tool mentioned in relation to its capabilities. * Meta Ai * - Ai tool mentioned in relation to its capabilities. * Swipe Builder * - Ai tool to analyze and replicate successful ad campaigns from competitors. * vidIQ * - Tool for YouTube optimization. * ChatGPT * - Used for various tasks like YouTube optimization, podcast show notes, data analysis, and email sequences. * Rival Flow * - Tool for competitor analysis. * HeyGen * - Ai tool for creating video content, includes Ai-generated templates, avatars, and live streaming features. * Opus * - Used for Ai-generated short-form content from long-form videos. * Adobe * - Used for OCR (Optical Character Recognition) for scanning medical records. * Bhuman * - Used for personalized video creation. * CallTrackingMetrics * - Praised for its Ai buzz feature and summarization. * Deceptio * - Recommended Ai tool for case analysis. Platforms and Technologies: * StreamYard * - Mentioned as part of the tech stack for organic video marketing. * YouTub e* - Discussed extensively for generating content, gaining subscribers, and engagement. Legal and Marketing Tools * Microsoft Facial Recognition Technology ** - Mentioned in the context of Ai's potential and implications. *CallTrackingMetrics* - Ai buzz feature Aiding in big case identification. *Malpractice Insurance* - Mentioned in context of using Ai in legal processes. *Advertising Injury Coverage* - Considerations discussed in the context of Ai use in marketing and legal fields. About Justin Lovely: Justin Lovely is an accomplished attorney with a diverse background in both law and finance. He earned his B.S. in Finance from the University of Tennessee at Knoxville, graduating cum laude in 2004, where he also honed his skills as an amateur Golden Gloves Boxer. After his undergraduate studies, Mr. Lovely pursued his Juris Doctor at the Appalachian School of Law, where he excelled academically and actively participated in several legal societies and moot court. His legal career began with a judicial clerkship in Knoxville, TN, followed by a role as a public defender in Knox County. Today, Mr. Lovely is admitted to practice in all South Carolina Courts and focuses on personal injury and car accident cases. Outside of the courtroom, he is a sought-after legal commentator, podcast co-host, and avid fisherman. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. 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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP104: Law Firm Culture and Performance Guru Bill Biggs – Recorded at The TGR Live! Growth Strategies for Law Firms Event 1:11:46
1:11:46
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Today I’m excited to bring you something truly special. This episode features a recording from TGR Live! Our Growth Strategies for Law Firms conference, which we hold annually in beautiful Boca Raton, Florida. In this session, we have Bill Biggs, one of the most recognized experts in law firm management and culture. Bill has over 25 years of experience transforming law firms across the country. I have to say, Bill’s energy and expertise are incredible—he’s the kind of leader who seems to never sleep, yet always has valuable insights to share. During his presentation, Bill explores the critical role that culture plays in a law firm’s success. Sharing his journey from growing a small law firm into a powerhouse by focusing on purpose-driven culture, leadership development, and profitability. Talking about the importance of having a well-defined executive team, setting clear goals, and fostering a positive work environment where team members feel valued and motivated, Bill’s approach is all about balancing high accountability with genuine care for the team. We also touch on some of the strategies Bill uses to attract and retain top talent, the dangers of toxic high performers, and the need for continuous improvement. It’s a conversation packed with practical advice and lessons that can help you build a stronger, more successful team. If you want to see more from TGR Live 2024, including this presentation and others, visit https://www.tengoldenrules.com/tgrlive/ to access the videos and learn about our upcoming events. You won’t want to miss it! Key Topics 00:00 Insights on building a successful law firm culture, citing personal experience and research. 00:27 The importance of defining success and providing practical application for the audience. 03:10 Growing a law firm from $2M to $40M+ through cultural transformation. 04:52 Caring for team members as individuals! 06:24 Bill’s favourite leadership strategy: reward trips for high-performing team members. 08:00 How a team's success is due to their love for their work and their talent. 09:45 The emphasis of the culture's role in building a successful organization. 11:45 How a crappy culture can still be profitable, but it's not sustainable or ethical in the long run. 12:51 Treating clients with respect and empathy in the legal industry. 14:51 Protecting the team from abusive clients, offering support and taking action when needed. 16:08 High profitability, a great team, and client satisfaction as keys to success in the law firm. 16:52 The importance of taking ownership for the future of the firm and its team, with a focus on growth and cultural alignment. 20:30 Avoiding placing the blame on others, but instead take action to change the firm's future. 23:48 Lack of design in law firms can lead to growth bottlenecks and serious problems. 25:27 The importance of culture in law firms, defining it as the customs, language, arts, social institutions, and achievements of a particular nation or social group. 26:20 The lack of design, aggression on case value, and leadership deficit in many law firms, leading to a disconnection between the firm's vision and its actual practices. 28:11 Beliefs and values determine rubric for decision-making, affecting everything in the firm. 31:19 Bill shares a personal experience building and maintaining strong culture in multiple firms, focusing on client experience and unique expression of difference. 34:00 Hiring true believers, not just people for a paycheck. 37:10 Caring for employees, believing they deserve respect and dignity. 37:45 The importance of treating team members with love and respect, rather than just as means to an end. 38:26 Providing autonomy, mastery, and purpose to team members leads to increased loyalty and dedication. 42:40 Prioritizing building strong relationships with team members through love and accountability. 45:50 The importance of the ownership mentality in the workplace, encouraging employees to think like owners and act with a sense of responsibility and care for the firm. 47:44 Belief in purpose, each other, and client is key to strong culture 49:00 Practical steps for reinforcing culture include hiring, training, and leadership structure 53:20 How underperforming law firms lack leadership development, aggressive case handling, and infrastructure design. 58:13 The efffects of promoting high performers who are toxic and have their own agenda. 59:20 Leadership problems and how to fix them, emphasizing the importance of radical candor and owning up to issues. 1:01:17 How belief in purpose, and values are essential for creating a positive and productive work environment. Resources Mentioned Bill’s Contact LinkedIn About Bill Biggs: Bill Biggs is the Founder of The Master Plan and Executive Director at Garces, Grabler & LeBrocq. He specializes in creating elite law firms by designing and coaching their leadership, culture, and organizational structure. Bill is relentlessly committed to selecting the right people, inspiring them with purpose, and demanding they reach their potential. He believes that great people thrive when they are loved, valued, and respected, and he is dedicated to investing in their potential through rigorous coaching. Bill's passion for winning and his refusal to accept failure drive him to ensure his teams experience the profound joy of success. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Connect with Ten Golden Rules Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP103: Insider Tips for Successful Outsourcing & Nearshoring for Legal Practices with Jason Melton, Zuly Murphy, and Emily LaRusch 1:26:14
1:26:14
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Today I share the audio recording from our recent webinar on the growing trend of nearshoring and outsourcing for law firms, focusing on the benefits and practical implementation. I'm joined by an awesome panel of experts who share their insider tips and valuable insights. We explain the difference between Outsourcing, Offshoring and Nearshoring. Jason Melton, is a successful law firm owner who built a nearshore resource for himself, and now offers this service to other law firms, Zuly Murphy is the Co-Founder of ProFinder International, and Emily LaRusch the Founder and CEO of back Office Betties, Jason Melton shares how he started nearshoring and the advantages of hiring lawyers and legal professionals in Mexico, emphasizing cost savings, high-quality work, and cultural alignment. Zuly Murphy delves into strategic aspects, highlighting the importance of clear communication, role clarity, and rigorous onboarding processes to ensure seamless remote team operations. Emily LaRusch offers practical advice on managing remote teams, stressing the need to treat internationally hired employees like local ones and create a welcoming culture. Our conversation covers essential practices for making remote work effective for global teams, including a process-based approach to training and documentation. We address the significance of unspoken expectations and premeditated resentments in outsourcing, sharing personal experiences and lessons learned. Whether you're facing staffing challenges or curious about nearshoring, this episode provides a comprehensive guide to enhancing your firm's productivity and growth through innovative outsourcing practices. Tune in for expert insights, real-life case studies, and actionable strategies to navigate the complexities of remote staffing in the legal industry. Key Topics 00:41 - How to leverage outsourcing and nearshoring for a law firm. 01:40- Jay’s story on how a team member joined the company and worked remotely after his visa expired. 03:56 - Definitions of the terms outsourcing, offshoring, and nearshoring. 05:10 - Jay’s and his team use nearshoring to hire third-party talent from Canada and South America. 05:44 - Using digital assets (Zoom, Slack, ClickUp, Harvest) and team building activities (virtual cocktails, Lego building, trivia nights, roast) to work seamlessly and build camaraderie with remote teams. 08:18 - General characteristics of remote workers, including being enthusiastic, loyal, and hardworking, and that they appreciate being part of a US-based company. 10:33 - Hiring remote workers in other countries, highlighting the benefits and challenges of doing so. 13:01 - Jason Melton’s insights on outsourcing and nearshoring for law firms. 15:04 - Early success in law firm due to limited competition, but comfort led to complacency and efficiency issues. 16:49 - Adapting to remote work in the 2010s, and how Gen Z talent brought new challenges and a "skills crunch" to law firms. 17:18 - Finding qualified candidates in their small town due to economic challenges and a lack of higher education. 19:41 - The nearshoring advantages and it is just not cost savings. 20:49 - Wage issues and economic conditions in the US led Jason to consider nearshoring as a solution. 22:41 - How filling a video editing role in Mexico, crushed Instagram space with quick answers to important questions. 25:06 - Hiring in Mexico, highlighting cultural similarities to the US and ease of access. 27:04 - Improvement in resolving small issues with staff from an agency who work in-office, compared to those who work remotely. 28:44 - The importance of hiring people who can learn and take things to the next level, rather than just filling positions with unskilled workers. 31:53 - Treat remote workers like humans, provide a nice workspace, and foster camaraderie. 32:10 - Jason’s shares how his business has expanded into a building in San Pedro which is class A space and located in a nicer neighborhood. 36:02 - Emily LaRusch’s background and sharing her experience as a volunteer teacher and entrepreneur. 36:16 - Emily’s golden rules of outsourcing for law firms, focusing on fractional remote staffing. 38:23 - The importance of hiring people who are amazing at what they do and loving their work. 38:29 - Allowing lawyers to focus on things that move the needle for the firm, and everything else needs to go off the plate. 39:10 - Emily emphasizes the importance of setting clear expectations and defining roles for outsourced workers. 41:40 - Emily’s Case Study that saved $614,000 by hiring a fractional C suite. 42:56 - The Culture's importance in business success, citing a 33% revenue increase in companies with great culture. 43:40 - Practical ways to implement culture, such as rewarding team members for living the company's core values, providing growth paths, and conducting team-building exercises. 46:37 - The importance of matching personality traits with role requirements in the hiring process. 50:28 - Zuly Murphy’s background and her company Profinder International. 51:38 - Establishing clear goals and expectations for nearshoring to avoid pitfalls. 52:14 - Defining SMART goals, measurable, achievable, relevant, and time-bound. 53:19 - Communicating openly with staff about nearshore provider partnership to prevent resistance to change. 55:02 - The importance of documenting processes for nearshore providers so everybody stays transparent and honest. 58:47 - Establishing clear policies for communication and onboarding can prevent problems. 1:00:56 - Nearshoring legal operations can help firms avoid issues like turnover and lack of career growth. 1:02:13 - Experienced nearshore partners can provide leadership and training to staff in the nearshore location. 1:04:41 - Reviewing existing documentation from law firms, integrating core team members into the operation, and creating process-based training manuals and tools to improve workflow. 1:07:00 - The importance of cultural fit in hiring, providing examples of how it can impact job performance. 1:07:51 - Immersing new hires in the organization's culture through activities and quizzes to help them understand the local community and organizational structure. 1:14:50 - Hiring a fractional administrator for law firms to avoid common mistakes and save money. 1:18:11 - Avoiding remote workers working multiple jobs include clearly defined KPIs and tasks, and providing a dedicated point of contact for feedback and support. 1:19:25 - The importance of overcommunication with remote staff to make up for lack of in-person interactions. 1:20:21 - Insights on monitoring call center agents' productivity. Resources Mentioned Tools and Apps: **Zoom** - For video conferencing and communication. **Slack** - For team communication and collaboration. **ClickUp** - For project management. **GoToMeeting** - For remote work and virtual meetings. Websites and Companies: ** ProFinder Internationa l** - Founder and CEO Zuly Murphy. Involved in nearshoring and offering resources for managing remote staff. ** Regents Remote Services ** - President and Co-Founder Jason Melton, focusing on nearshoring in Mexico. Jason’s law firm Whittel & Melton ** Back Office Betties ** - Founder and CEO Emily LaRusch, provides premier fractional administrative staffing solutions to small law firms. About Jason Melton: Jason Melton has earned a stellar reputation throughout his career for developing and executing individually tailored strategies for personal injury and wrongful death clients in Florida. Beginning his career in Florida’s criminal courtrooms, Jason has consistently championed victims' rights and has extended this commitment to the civil arena, taking on insurance companies and major corporate entities. He is a life member of both the Million Dollar and Multi-Million Dollar Advocates Forum and has received an AV Preeminent rating from Martindale-Hubbell. Jason is also listed among Florida’s Super Lawyers. As a founding member of the National Academy of Motorcycle Injury Lawyers, he was named one of the Top 20 Motorcycle Injury Lawyers in the United States in 2020. Recognized among the top 100 High Stakes Litigators for his experience in cases exceeding $2,000,000, Jason belongs to an elite group, with less than 0.5% of U.S. litigators earning this distinction. Additionally, he is the president and co-founder of Regents Remote Services. About Zuly Murphy: Zuly Murphy is the CEO and founder of ProFinder International, a company dedicated to helping entrepreneurs grow their businesses by providing and leading the human capital needed to execute their vision. At ProFinder International, Zuly sources and manages qualified professionals who are motivated and aligned with the goals, values, and business processes of their clients. Her passion lies in helping companies reduce their labor costs, streamline processes, and build dedicated teams to elevate their law firms to the next level. About Emily LaRusch: Emily LaRusch is the esteemed Founder and CEO of Back Office Betties, where she expertly leads her team to provide premier fractional administrative staffing solutions to small law firms. Her entrepreneurial journey was sparked by a frustration with unanswered phone calls, leading her to establish Back Office Betties, which offers US-based, highly qualified administrative staff to law firms at a fraction of the cost of full-time employees. Emily is a dedicated advocate for entrepreneurship, contributing her expertise through volunteer work with organizations like Inmates to Entrepreneurs, serving on the Board of The Entrepreneurs Organization, coaching an Accelerator Group, guest lecturing at Texas A&M, and advising as a Culture Index Advisor. In addition to her professional pursuits, Emily homeschools her two sons, Lucas and Mason, demonstrating her exceptional multitasking abilities. Outside of her professional and educational roles, she enjoys reading and outdoor adventures, exemplifying a well-balanced approach to life. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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Today, I had an enlightening conversation with Jeff Nischwitz, a former lawyer turned coach and consultant who specializes in helping law firms and professional services businesses enhance their culture, leadership, and business development strategies. We delved into the dangers of defining one's identity solely by their profession, especially in the legal world, and the crucial need for a balanced and fulfilling work life. Jeff shared invaluable insights on building strong referral networks, delivering exceptional client experiences, and prioritizing self-care and work-life balance—areas where many lawyers often struggle. We also explored innovative approaches to running a successful law practice, emphasizing the importance of people and relationships over just legal expertise. Together, we unpacked the significance of mindset, the importance of confronting fears, and the critical role of leadership in driving a firm's success. Throughout our discussion, we touched on the necessity for law firms to adapt to changes in the industry by focusing on storytelling and relationship-building, as well as the need to systematize processes and build strategic relationships to stay competitive. Tune in to rethink how we approach the business of law and gain transformative ideas for your journey. Key Topics 01:24 – Jeff’s journey from a traditional law firm to completing his life goal by 33. 02:22 - His experience of realizing he hated practicing law and preferred the business side. 04:57 - The belief that people have been doing business the same way for decades and its time to to challenge that status quo. 05:50 –Helping people overcome fear with one favorite question to help individuals uncover their true fears and make conscious decisions to move forward. 08:01 – Jay shares a story about overcoming fear during the 2009 recession by shifting his mindset. 10:14 – Finding opportunities during a threshold moment in 2009. 11:45 – Starting a business during a recession, despite being laid off and facing financial challenges. 12:28 - The mindset of being great despite circumstances, to take action and not let the world define your self-worth. 15:06 – The importance of separating identity from profession. 16:27 – Prioritizing self and relationships over work-related sacrifices. 18:24- Insights on business development and culture in the legal industry, where the product is Law 21:06 – The importance of staying top of mind with clients for repeat business and referrals. 21:43 - Systematizing client communication and follow-up is key to building long-term relationships and accelerating business growth. 24:45 - Personalization in marketing, particularly in the legal industry! 28:14 - The need for law firms to think like businesses, not just practices with business operations. 28:42 - Personalizing work experiences for employees. 30:28 - The importance of praising employees for their efforts and contributions, rather than only praising them for exceptional achievements. 32:04 – Systematizing positive feedback and recognizing employees' core values through regular team meetings. 33:10 - Productivity techniques, including prioritizing tasks and using mind-mapping tools. 34:54 - Resources for visionaries who struggle with implementation. Resources Mentioned Books: "Good to Great" by Jim Collins “Getting Things Done" by David Allen "Traction" by Gino Wickman “Upstream" by Chip Heath and Dan Heath "Get A Grip" by Gino Wickman and Mike Paton Books by Seth Godin Books by Malcolm Gladwell Books by Simon Sinek, particularly "Start with Why" Apps and Tools: Outlook Tasks (for personal productivity) * "I Thoughts " Mind Mapping Tool* (for creativity and strategy design) Websites and Online Platforms: *Jeff Nischwitz's Website*: Think Again Coaching *Jeff Nischwitz’s YouTube Channel*: Think Again Coaching About Jeff Nischwitz: Jeff Nischwitz is the Founder and Chief Story Debunker of The Nischwitz Group, a company dedicated to transforming people and organizations through speaking, consulting, and coaching. Formerly a successful lawyer, Jeff transitioned from corporate law to entrepreneurship, building a notable law firm before founding The Nischwitz Group. His work emphasizes the importance of relationships in driving business success and personal growth, helping businesses develop effective leaders and high-performing teams. Jeff is known for his authentic storytelling, sharing the challenges and triumphs of his entrepreneurial journey to inspire others. As a national keynote speaker and master facilitator, Jeff challenges audiences to take charge of their businesses and lives, offering disruptive thinking and inspired perspectives on conscious leadership, accountable teams, and overcoming self-limiting beliefs. His books, including "Unmask," "Arrows of Truth," "Just One Step," and "Snow Globe Leadership," and programs provide practical strategies for personal and professional transformation, encouraging individuals to connect with their authentic stories and achieve meaningful success. http://nischwitzgroup.com/ About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.…
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Ten Golden Rules Internet Marketing for Law Firms Podcast
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1 EP101: Strategies for Lawyer Rainmaking and Business Development with The Lawyer’s Coach, Phyllis Sisenwine 31:40
In today's episode, I speak with Phyllis Sisenwine, a Master Certified Coach specializing in coaching for attorneys. Phyllis shares insights on enhancing productivity through time blocking, the power of accountability, and maintaining focus amidst mental clutter. We discuss her recommended reads, including "How to Become a Rainmaker" and "The Power of Focus," and explore her journey from selling office supplies to becoming a sought-after speaker and master coach. Phyllis provides practical tips on starting speaking engagements, building a strong personal brand, and structuring your days for efficiency. Our conversation also covers strategies for young lawyers, emphasizing networking, customizing presentations, and leveraging online platforms. We highlight personalized coaching, speaking as a marketing strategy, time management, and the role of accountability in achieving goals. Key Topics 01:32 Phyllis’ story of how she started coaching lawyers 25 years ago and became the largest coach in the field. 02:34 Building a business through networking and speaking at bar associations and law firms. 03:35 Leveraging speaking engagements to grow your business. 04:51 Strategies for growth including simply asking for speaking opportunities, interviewing attendees, and weaving in success stories. 06:03 Tips on how to get started with speaking engagements, including creating valuable content, networking, and customizing presentations for different audiences. 07:04 Customizing slides and speaking at a rotary club to gain experience and exposure as a speaker, 09:07 The importance of finding your "why" and networking with your ideal clients. 12:45 The importance of enjoying marketing strategies, such as repurposing speeches into writings. 15:15 Building relationships, sharing how you can be helpful instead of focusing on sales. 19:19 Phyllis’s system for having a productive week - Productive days, Practical days, and Play days. 22:00 Blocking two hours of uninterrupted time for a client to increase productivity. 23:42 The significant impact for lawyers to be accountable, track progress and stay focused. 26:27 Tips on helping your mental clutter by checking on your physical clutter. 27:20 The“brain dump technique” to write down all thoughts and tasks to clear mental clutter and stay focused. 28:48 Tips on how to be a great coach, including active listening and asking open-ended questions. Resources Mentioned Books: * How to Become a Rainmaker * by Jeffrey J. Fox * The Power of Focus * by Jack Canfield, Mark Victor Hansen, and Les Hewitt Websites: Phyllis Sisenwine's Website https://thelawyerscoach.com/ https://www.facebook.com/people/Phyllis-Sisenwine-Powerful-Coaching/100066793183035/ https://www.linkedin.com/in/phyllissisenwine Podcasts: * How I Built This * by Guy Raz About Phyllis Sisenwine: Phyllis Sisenwine is a Master Certified Coach, a prestigious designation held by only 4% of all credentialed coaches worldwide, bestowed by the International Coach Federation. Renowned internationally as "The Lawyer’s Coach," Phyllis specializes in working with lawyers to enhance client development and create strategies to boost performance and profitability. Her clients benefit from proven methods that increase revenue and billable hours while allowing time for personal growth. With a commitment to helping lawyers excel, Phyllis offers her expertise in various capacities: as a dynamic speaker for large audiences, a collaborator for tailored business plans, and a trusted adviser to individual attorneys. Her high-energy presentations are captivating, informative, interactive, and packed with practical advice, consistently inspiring and engaging her audience. About Jay Berkowitz: Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules , he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide. Subscribe to Ten Golden Rules on YouTube Check out our webinars on TenGoldenRules.com Connect with Ten Golden Rules on LinkedIn Follow Ten Golden Rules on Facebook Connect with Jay Berkowitz on LinkedIn Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts , which exposes our show to more awesome listeners like you. 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