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Ten Golden Rules Internet Marketing for Law Firms Podcast (Ten Golden Rules)

Explore every episode of Ten Golden Rules Internet Marketing for Law Firms Podcast

Dive into the complete episode list for Ten Golden Rules Internet Marketing for Law Firms Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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Pub. DateTitleDuration
14 Nov 2023EP065: Mastering Law Firm Goal Setting and Business Planning with Elevate Business Coach, Dominic Grew00:43:25

Does your law firm have clear, defined goals for the next year and the next quarter? In this episode, host Jay Berkowitz sits down with the mastermind behind Elevate Business Coaching, Dominic Grew. Nominated as a top-five finalist in the Massachusetts Lawyers Weekly rankings in the Business Development Coach category, Dominic shares valuable strategies he uses with his law firm clients to set and achieve business goals. They’ll discuss the value of early planning, the process he uses to create successful business plans with clients, and what to look for in a great business coach. Tune in today!  

Timestamps:

  • 00:48 - Intro to Dominic Grew, Business Coach for Law Firms
  • 02:26 - Business and Marketing Plan webinar 2022 and 2023
  • 02:43 - Attorney Bill Gerstein is already planning for 2024!
  • 03:45 - Encouraging early planning: value, clarity and targets
  • 06:00 - Setting realistic goals versus BHAG (Big, hairy, audacious goals)
  • 07:04 - A simple, straightforward business planning process
  • 08:49 - Turning plans into living, breathing actions: determining metrics to measure progress
  • 11:37 - “What you measure gets attention and gets results,” a moto by Josh Nelson at Seven Figure Agency
  • 13:12 - Using metrics as motivation
  • 14:12 - Ten Golden Rules’ planning process: brainstorming, Rockefeller habits, and EOS
  • 19:53 - What to look for in a great coach
  • 24:40 - Seeking help from other professionals
  • 26:24 - Top metrics to look for when evaluating your business plan
  • 31:41 - Leveraging technology as a personal tool
  • 33:15 - Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michaelowicz
  • 36:48 - Podcast recommendations from Jay
  • 40:37 - YouTube channels to watch: Jay Shetty Podcast
  • 42:50 - Connect with Dominic Grew at Elevate Business Coaching

Mentioned Resources:

  • Business leaders’ resources:
  • Entrepreneur, investor and NY Times #1 Best Selling Author, Tony Robbins
  • Serial Entrepreneur, Chairman of Vaynerx, CEO of Vaynermedia, CEO of Veefreinds and 5X NYT Bestselling Author, Gary Vaynerchuk
  • Built to Last: Successful Habits of Visionary Companies by Jim Collins
  • Podcast recommendations:
  • The Advanced Selling Podcast with Bill Caskey and Bryan Neale
08 Apr 2025138: Achieve Flow with Neuroscience, Psychology, and System Hacks: Chris M. King Helps You Unlock Your Next Big Leap00:39:05

The key to achieving extraordinary results often lies in how you think, not how much you hustle.

I had a powerful conversation with Chris M King, founder of Status Flow, about how law firm leaders and entrepreneurs can achieve exponential breakthroughs using neuroscience, psychology, and system “hacks.” I shared my story, and Chris shared his unconventional methods for creating massive personal and business transformations—like doubling a firm’s revenue, saving a marriage, and eliminating burnout. This episode is all about helping high-performers break through their self-imposed limits by thinking and acting beyond what’s common or comfortable.

Key Topics

[02:04] Why Chris joined Provisors and how it helped him build his business from the ground up.

[03:22] How starting with nothing led Chris to monetize his personality and natural strengths.

[04:41] The origin of Status Flow and how flow states fuel productivity, creativity, and business success.

[06:21] Why identifying personal gifts—even “disruptive” traits—can lead to your greatest strengths.

[07:55] The science behind flow states and why they matter more than traditional performance tactics.

[09:41] What it really takes to make the impossible possible—and how Chris skated into NCAA hockey in 18 months.

[11:16] How a law firm used Chris’s methods to pivot away from low-profit cases and improve revenue.

[13:16] The #1 blocker to flow: distractions—and how they reset your brain every time they occur.

[14:56] Why some people learn better through audio, music, or movement—and how to embrace your learning style.

[16:33] How judgment blocks learning and how to unlock better retention by accepting how your brain works.

[18:08] Why combining reading with audiobooks reinforces learning and activates different mental pathways.

[19:51] How to hack your elevator pitch to grab attention by disrupting predictable patterns.

[21:11] The neuroscience behind curiosity, novelty, and why your pitch should make people lean in.

[23:16] The value of storytelling and case studies in networking versus repetitive, formulaic commercials.

[24:56] How brand consistency determines whether your elevator pitch should be repetitive or ever-changing.

[26:11] Why Chris helps clients bend reality by shifting belief systems—and how belief shapes what’s possible.

[27:41] The Roger Bannister story and how breaking psychological barriers triggers new possibilities.

[29:41] How clients can unintentionally create ceilings in their businesses and personal lives.

[31:11] Why Chris rejects traditional business planning in favor of bold, disruptive, and custom strategies.

[33:56] His approach to meetings, boundaries, and leveraging time over productivity for high-impact results.

Resources Mentioned

Books


Podcasts & Thought Leaders:

23 Apr 2024EP088: The Virtual Law Firm Resource – Meet Emily LaRusch Founder of Back Office Betties00:37:05

In today's exciting episode, host Jay Berkowitz is joined by special guest Emily LaRusch, the entrepreneurial force behind Back Office Betties, where innovative administrative solutions meet law firm success.

Get ready to learn how defining roles, fostering a strong culture, and utilizing tools like EOS can revolutionize how a law firm operates. Emily will discuss her path to founding a company dedicated to enhancing law firms' back-office functions and share how to use psychological testing to put the right people in the right seats.

Tune in to gain insights on the strategies that help law firms soar and discover how Emily's firm achieved an impressive 99% of their quarterly goals. Let the conversation begin!  

Key Topics

  • 05:36 We provide fractional administrative staffing for law firms.
  • 13:42 Diagnostic tool identifies right people in roles.
  • 16:51 Identify roles, use data to persuade partners.
  • 18:02 Learn about EOS for law firms from experts.
  • 25:48 Regular exercise ensures right person, right seat.
  • 30:58 Defined vision, values, and final candidate interviews.

About Emily LaRusch:

At just six years old, Emily was already a neighborhood entrepreneur, organizing BMX bike shows and charging parents for the thrill of watching their children perform daring stunts. Her teenage years saw her honing her work ethic as a cashier at the home of the Big Mac, where she learned the value of impeccable customer service from her manager, Jorge, who ran the place with a Ritz Carlton-like precision, instilling in her the motto, "If you have time to lean, you have time to clean."

In 2014, Emily embarked on her entrepreneurial journey by founding Back Office Betties, a lifeline for small to midsize law firms overwhelmed by administrative burdens. Her mission? To liberate lawyers from the chaos of multitasking and restore their peace of mind. Emily understands that exceptional customer service not only costs nothing but is also the cornerstone of building a thriving enterprise.

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...

21 Feb 2024EP079: Law Firm Growth: Blending Technology and Human Behavior with Kerri Coby White00:39:40

In this week’s episode, Jay Berkowitz and Kerri Coby White, Author of The Law Firm Growth Machine, discuss law firm growth strategies and some of the top challenges and solutions for Law Firms today. They cover the importance of learning from other industries, legal marketing strategies, and how to take advantage of Google’s products - Google Maps, Local Service Ads, and Google Business Profile (GBP). Plus, you’ll get tips about tools for centralizing data and improving productivity, in addition to Kerri’s favorite apps, business books, and subscriptions. Be sure not to miss this episode; tune in now!

Timestamps:

  • 00:00 - Introduction to Ten Golden Rules podcast
  • 01:32 - Kerri 4.0
  • 03:47 - Biggest Opportunities for Law Firms
  • 05:54 - Learning from Other Industries
  • 07:37 - Email Marketing and List Building in Legal
  • 09:43 - Optimal Cadence for Outreach
  • 12:38 - Legal Marketing Strategies and Follow-up
  • 12:53 - Lead Conversion and Lead Nurture
  • 17:38 - Everyone can Compete with the Big Firms with Google Maps and Local Service Ads
  • 22:10 - Google Local Service Ads and Their Impact on Lawyers
  • 24:09 - Google Business Profile (GBP) is like a Mini Website
  • 25:19 - You can’t Trick “The Google”
  • 26:25 - The Law Firm Growth Machine book
  • 28:26 - Data-Driven Decision-Making for Law Firms
  • 30:11 - Invest in Marketing
  • 30:29 - Hire the Right People
  • 31:19 - Where is the Data? What Gets Measured is Managed
  • 32:57 - Life Lessons and Career Pivots
  • 34:53 - Productivity Apps and Tips
  • 35:50 - Book Recommendations
  • 37:20 - Hidden Brain podcast
  • 37:49 - Bill Maher podcast
  • 38:26 - Huberman Labs podcast
  • 38:50 - Connect with Kerri Coby White on LinkedIn

Book + Podcast Recommendations:


Mentioned Resources:

25 Feb 2025132: Law Firm Strategist Erica Caviness Shares How Firms Can Grow with Purpose00:24:22

True business growth happens when leaders embrace change, define success clearly, and build teams that can execute without them. I met with Erica Caviness, a legal industry expert, to explore how law firm owners can shift their mindset, create strong leadership structures, and implement processes that drive real results. Erica emphasizes the importance of tracking performance, setting non-negotiables, and stepping outside of comfort zones to fuel long-term success. She also shares why accountability, clear communication, and operational efficiency are critical for firms looking to scale. Whether you're just starting your practice or leading a growing team, her insights will help you build a business that runs smoothly and thrives.

Key Topics

[03:46] Why National Trial Lawyers is Erica’s favorite conference for networking and learning.

[04:55] How her company, Thrive Concepts, was inspired by her late mother’s belief in thriving rather than just surviving.

[06:30] The importance of working with law firms that are truly committed to growth and willing to break old habits.

[08:05] Why defining success early in a consulting relationship leads to better results.

[09:40] The power of tracking numbers and performance data to avoid surprises at the end of a quarter or year.

[10:25] The importance of stepping outside of your comfort zone and testing new strategies to grow.

[11:50] Why empathy is the most important skill for intake teams when handling potential clients.

[13:10] How creating a structured operations system ensures consistency and long-term success.

[14:35] Why every major goal or initiative in a law firm needs a single person responsible for its success.

[16:00] Lessons from Elon Musk on accountability—why every part of a business must have an owner.

[17:25] The importance of leadership teams and when to start building one.

[18:45] How scaling a firm requires delegation and leadership beyond just the owner.

[20:10] The significance of non-negotiables when building a strong law firm culture.

[21:55] Why firms that prioritize clear communication and accountability grow more successfully.

[23:40] How personal wellness and discipline contribute to professional success.

[25:05] Why answering the phone properly is a game-changer for client relationships and firm growth.

[26:45] How structured intake training can improve client retention and increase conversions.

[28:15] The importance of having the right leadership systems in place before scaling.

[29:50] The role of executive leadership teams in supporting long-term growth and reducing owner dependency.

[31:35] Where to find Erica and how Thrive Concepts helps law firms build sustainable success.

Resources Mentioned

Books:


Apps & Technologies:

  • Slack – For internal communication and productivity.
  • Calendar apps – Essential for time management and daily planning.

About Guest:

Erica serves as the Firm’s ambassador, building strategic relationships with attorneys for referrals, co-counsel, and growth opportunities. With 15 years of experience in legal and medical industries, she is passionate about helping attorneys succeed.

She joined GTA after experiencing the Firm’s strong values and growth firsthand and...

13 Aug 2024EP104: Law Firm Culture and Performance Guru Bill Biggs – Recorded at The TGR Live! Growth Strategies for Law Firms Event01:11:46

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,...
19 Dec 2023EP070: Legal Tech & Case Management Expert Patrice Gimenez00:43:23

This episode is PACKED with everything you need to know to get your law firm's tech on the cutting-edge. Join one of the world's leading law firm technology and case management software experts, Patrice Gimenez in this fun, lively conversation with our host Jay Berkowitz. Dive deep into the best tools for case management, the best strategies for law firm technology efficiency, and discover which popular legal CRM software will stop working in the next 24 months.

Timestamps:

●   00:04 - Introduction to Ten Golden Rules podcast

●   00:26 - Intro to Patrice Gimenez + check out the 2024 Business and Marketing Planning webinar

●   01:15 - Download the 2024 business and marketing planning workbook

●   02:08 - A look into Patrice’s background: Miami, the legal industry, & software development

●   05:26 - Discover the Rainmaker’s playbook with Steve Nudelberg

●   06:36 - The story behind Trialworks, a partnership between Patrice and Rob Steinberg

●   08:42 - The basics + benefits of using case management software for law firms

●   11:09 - Microsoft 365 moving to web-based solutions in 2024

●   14:29 - When to invest in a case management program + products to stay organized: Microsoft Planner, Clio, & MyCase

●   18:20 - Patrice’s Top 5 recommended legal technology solutions: Filevine, Smart Advocate, Assembly Software: Neos, ZenCase, Litify by Salesforce

●   19:50 - AI podcast interview with Filevine expert Dr. Cain Elliott

●   23:34 - Transitioning to her own consulting business + services offered – LegalPat.com

●   28:13 - The connection between intake and case management: Lead Docket & Intaker

●   30:53 - The importance of...

11 Feb 2025130: 2-Time GLaM Award winner Tim Semelroth on Marketing a Winning Law Firm00:43:01

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:


Apps & Technologies:

  • Audible – For listening to books during commutes.
  • LinkedIn – Primary tool for networking and professional outreach.

Podcasts:

  • The Renegade Lawyer Podcast
08 Aug 2023EP051: The Google Zoo: Understanding Google's Major SEO Algorithm Updates from Panda and Penguin to Cheetah00:49:52

In this episode we visit the Google Zoo to understand Google's major algorithm updates, inspired by animals and acronyms. From Panda and Penguin to Cheetah the Ten Golden Rules team will help you understand the changes and how to use this information to improve your Google rankings.

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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

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 Podcasts 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.

29 Aug 2023EP054: Top Ten Hottest Technology Tips for Attorneys00:40:46

In this Episode we review the Top Ten Hottest Technology Tips for Attorneys. We dive into the capabilities of popular Artificial Intelligence (ai) tools such as Chat GPT, Lawdroid, HarveyAI, and CaseTextAI, we tackle the latest strategies for optimizing Local Service Ads and Google Maps and take a deep dive into the changing world of SEO optimization, exploring Google auto-fill and vertical video. More than just tech tips, we share success stories that we are using right now for Ten Golden Rules clients and we elaborate on the value of creating viral videos to boost your firm's reputation and expand its reach. With this episode, we are unlocking the tech treasure trove for law firms. Tune in and give your law firm the tech boost it needs!

Mentioned Resources:

YouTube Webinar on Technology Tips for Attorneys

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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules


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 Podcasts 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.

10 Oct 2023EP060: Help! I’ve Fallen and I Can’t Get Back Up…in the Top 3 of Google Screened00:29:38

Your hosts Jay Berkowitz, Alyssa Myles, and Ike Nwachukwu discuss the secret algorithm to getting in the Top 3 of Google Screened - Local Service Ads (LSAs). Discover what you really need to do to get into the Top 3, what do if you’ve fallen out of the Top 3, the required cadence for Google reviews, and the best bidding strategies for maximum results. 

Timestamps:

  • 0:44 - Webinar recap: breaking down LSAs
  • 2:20 - Celebrating 20 year of Ten Golden Rules
  • 2:40 - Help! I’ve Fallen and I Can’t Get Back Up Webinar (link)
  • 3:23 - Overview of Google Screened: history and the top 3 searches
  • 6:03 - The Secret Algorithm to land you in the Top 3 on Google
  • 10:26 - The importance and ideal cadence of new reviews
  • 11:14 - Garner more reviews: BirdEye, Podium and a VIP Program
  • 11:35 - Bidding strategy: maximize leads
  • 14:31 - Getting back into the Top 3 after falling out
  • 16:58 - Lucrative Niches in Law on Google Screened
  • 19:22 - TGR Boomerang: Ten Golden Rules’ software program
  • 21:01 - Advanced strategies to land in the Top 3
  • 24:37 - The cost of leads verse Pay Per Click
  • 27:35 - TGR clients land in the Top 3

Mentioned Resources: 

Google Local Service Ads

YouTube

Webinar

BirdEye

Podium

TenGoldenRules.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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

30 Jan 2024EP076: TikTok Sensation – Attorney Kevin Kennedy – Live from The National Trial Lawyers Summit – NTL Miami00:28:30

Today’s episode is one for the record books! The famous Tennessee Attorney and TikTok personality, Kevin C. Kennedy, joins Jay Berkowitz, podcast host and founder of Ten Golden Rules, live from the 2024 National Trial Lawyers Summit in Miami, Florida. Kevin has countless stories and lessons for you in this episode, and he shares the secrets to his multi-million viewer breakout TikTok popularity. Discover Kevin’s winning strategies to market your law firm on social media, how to build personal branding for your law firm, and his philosophy on success in the legal industry with an emphasis on community and the importance of outworking and outtalking your competitors. Tune in now!

Timestamps:


Mentioned Resources:

18 Jun 2024EP096: Boston Attorney Chris Earley’s Tips for Authentic Social Media, Community Engagement and Effective Marketing00:42:22

Whether you’re a law student, a seasoned professional, or someone who does the digital marketing for your firm, this episode is packed with valuable insights and actionable advice. Today I welcome our special guest, Chris Earley, a seasoned personal injury attorney from Boston. We discuss the importance of family and community in law firms and share strategies for personal injury law firms to grow and succeed. Chris and I emphasize the value of having a purpose-driven law firm that supports the community and allows attorneys to maintain a work-life balance. We highlight the importance of consistency, persistence, and authenticity in building a successful law practice, alongside the benefits of hyperlocal marketing, email list building, content creation, and masterminds for attorneys. We also talk about leveraging local organizations and teams to generate referrals and build credibility, think about your children’s sports teams!

Chris shares his journey from a liberal arts graduate to a successful law firm owner with 20 years of experience, offering insights into the power of community involvement and the importance of consistent content creation. Throughout our discussion, we emphasize perseverance, authenticity, and leveraging technology to stay ahead in the competitive legal landscape. 

Tune in now for insights that can transform your practice!

Key Topics

  • 02:41 Chris’s story of becoming an attorney by necessity and ignorance, leading to 20 years of growth and learning.
  • 04:05 How sponsoring a local sports team enhanced Chris’s law firm's visibility and credibility, which improved SEO through reciprocal links.
  • 07:54 The importance of having a system in place to track and manage referrals..
  • 10:58 Building a subscriber list for your newsletter, to stay connected and provide valuable content, and most importantly being authentic to effectively build relationships
  • 13:05 Charley Mann’s approach on emails and paper newsletters - Be Consistent!
  • 14:19 Content marketing for law firms, including creating a content calendar and leveraging masterminds for digital agencies.
  • 18:50 How masterminds can help level up a law firm by providing valuable insights and ideas from peers who are further ahead.
  • 21:52 How masterminds can be used not just for education but for referrals that come from them.  
  • 24:36 Explore your unique niche, while being ethical and authentic.
  • 25:15 The importance of vulnerability and creativity in legal marketing while representing your authentic self, and what your firm stands for.
  • 26:30 Finding the law school that's going to train you on the new technology. 
  • 28:36 Leveraging technology and how a firm that can really leverage tech the best wins in this new economy
  • 31:47 Writing down ideas and thoughts is crucial for productivity and remembering them later, using Evernote to assist. 
  • 33:17 Books and Podcast recommendations: Ken Hardison, Chris Dreyer, and Charley Mann
  • 39:37 Authenticity and persistence pay off in business and personal growth. Chris shares experiences of persevering through challenges and failures, emphasizing the importance of tenacity in business.

Resources Mentioned

*Books*

1. **The E Myth Revisited, by Michael Gerber** - This book is recommended for insights into entrepreneurship.starting your own business and developing systems.

2. **The Magic of Thinking Big, by David Schwartz** - Another highly praised book for business and personal development.

*Apps*

1. **Evernote** - https://evernote.com/ Recommended by Chris Earley for personal productivity.

*Websites*

1. **Chris Earley's...

22 Apr 2025140: The Texas Showdown Debate with Attorney Angel Reyes – Does Brand matter in Digital?01:24:44

When two seasoned legal marketers disagree on what really drives digital marketing results, it’s more than a debate—it’s a playbook in action. Taken from a live Texas Showdown Debate, internet marketing professional Jay Berkowitz goes head-to-head with attorney Angel L. Reyes, III, Founder of Angel Reyes & Associates.  Listen as they debate over whether branding or digital performance wins in today’s legal landscape. Angel brings decades of insight into high-volume case acquisition, intake systems, and data-driven marketing. Jay brings agency experience managing 150+ Google Local Service Ads. Together, they break down exactly how LSAs, PPC, reviews, and intake speed influence client acquisition—and why even the best brand means nothing without execution.

Key Topics

[00:04:05] What sparked a heated conversation between two marketing pros—and why it matters for your strategy.

[00:07:02] How online visibility and engagement might be influenced by more than just ad dollars.

[00:09:58] What drives clicks in today’s legal market and how your firm might need to adapt.

[00:12:12] How one firm reevaluated its entire marketing approach—and what you can learn from their shift.

[00:14:24] What it looks like to scale your intake to handle thousands of leads—and the structure behind it.

[00:17:08] Which performance metrics may play a bigger role in digital rankings than your brand name.

[00:19:20] Why timing might be more powerful than reputation when it comes to converting leads.

[00:21:52] How to think differently about the long-term value of new intakes.

[00:23:47] What makes one paid ad channel stand out—and how to tell if it’s still working for your firm.

[00:27:03] How recent changes to ad platforms could impact your lead quality and what to watch out for.

[00:29:15] What goes into a high-performing ad account beyond just budget and targeting.

[00:31:08] What tracking intake speed can teach you about your own team’s performance.

[00:33:57] Why the first phone call might be your only shot—and what happens when you miss it.

[00:36:06] What tools some firms are using to turn missed opportunities into signed cases.

[00:38:12] How national competitors are approaching your market and why that could affect your results.

[00:40:10] What happens when a competitor bids on your brand—and how you can respond.

[00:43:57] What consumer behavior in the grocery store can teach you about ad positioning.

[00:46:35] Why improving one overlooked metric could significantly lower your ad costs.

[00:49:40] How to prioritize marketing investments when your budget doesn’t allow for everything.

[00:53:12] What two seasoned marketers agree all small firms should focus on first before thinking about brand.

[00:55:40] What types of marketing waste most budgets—and how to know if you’re falling into the same trap.

[00:57:30] How one firm tracks attribution beyond “last click” to better understand the full client journey.

[00:59:50] What branded search terms really show—and where the real origin of a case may begin.

[01:02:20] How multi-channel campaigns can either clarify or confuse a firm’s overall message.

[01:04:10] What often gets missed in review strategies—and how to get more out of them.

[01:06:00] Why automation is helping some firms follow up faster and more consistently than ever before.

[01:08:10] The surprising marketing tactic some firms are using to lower cost per lead—without lowering quality.

[01:10:45] How to evaluate if your intake process is really aligned with your ad spend.

[01:13:20] What the data says about speed-to-lead—and what’s considered too slow in 2025.

[01:15:40] A look at the future of LSA, PPC, and lead generation—and what law firms should prepare for next.

[01:18:05] Why staying ahead in marketing requires more

19 Sep 2023EP057: A Hero’s Journey - SEO Content + 50Lb Weight Loss00:46:27

Join a world-class SEO expert Joe Graisbery as he sits down with our host Jay Berkowitz to discuss all things content marketing. Joe also shares his weight loss journey and the steps he took that led him to drop an astonishing 50 pounds!

Joe dives deep into the world of search engine-optimized content, how he created SEO Content Hero, the best new tips to create content that ranks on Google, and SEO tools and software that help your content crush the competition. They discuss the latest strategies for getting backlinks that count in your SEO strategy, as well as the benefits of using AI tools and software to optimize your content. 

Timestamps:

●      0:04 - Introduction

●      1:07 - Joe’s 50lb weight loss success

●      3:54 - About Seven Figure Agency: Jay and Joe’s experiences

●      8:09 - Joe’s journey to SEO

●      9:51 - Creating content that ranks on Google

●      12:09 - The value of data and how to use it

●      14:20 - SEO tools: SEM Rush, Ahrefs

●      18:03 - Advancing your topical authority

●      19:45 - The importance of links and backlinks

●      25:50 - Google’s algorithm using the ‘EEAT’ concept: expertise, experience, authoritativeness, trustworthiness

●      32:31 - ‘Massive content’: why is it important?

●      35:51 - Incorporative videos in SEO strategy

●      38:35 - A positive perspective on AI

●      41:31 - AI tools and software: Content at Scale, Originality.ai, Loom

●      44:32 - Content autopilot with SEO Content Hero

Mentioned Resources:

Ten Golden Rules

●      https://www.youtube.com/user/TenGoldenRules

●      Ten Golden Rules

●      Facebook.com/TenGoldenRules

●      Linkedin.com/in/TenGoldenRules

●      SEO Content Hero

●      SEM Rush

●      Ahrefs.com

●     Content at Scale

●      Originality.AI

●      Loom

●      Contact Joe at joe@seocontenthero.com

About Joe Graisbery:

A certified SEO/SEM professional, Joe Graisbery is the Managing Director of RPM Services Group LLC, a content development and online marketing solutions agency. He is also the CEO and...

21 May 2024EP092: Top 10 Hottest Technology Tips for Attorneys00:58:14

In today's episode, we are sharing the audio recon from our most popular webinar The Top 10 Hottest Technology Tips for Attorneys which has been viewed over 80,000 times on YouTube! Host, Jay Berkowitz delves into the transformative power of artificial intelligence (Ai) in digital marketing and the legal field. Exploring the rapid rise of ChatGPT and its integration into tasks like legal research, job descriptions, and marketing strategies. Ai has also significantly increased workplace and law firm efficiency, even outperforming lawyers in legal tasks. Jay shares personal insights on using AI tools such as DALL-E for image creation and Fliki for video commercials, shedding light on their potential to revolutionize practices.

The webinar also highlights how immigration attorneys are leveraging TikTok and other platforms to reach clients and generate leads, demonstrating the evolving landscape of legal marketing. Additionally, the industry is increasingly relying on ChatGPT for idea starters then using human editing, quick research, and job descriptions. Jay discusses Google's evolving advertising products, focusing on the importance of Google Screen and local service ads for law firms. He shares success stories from his agency, 10 Golden Rules, and offers actionable tips to enhance your online presence and lead generation efforts.

Let's get started!

Key Topics

  • 04:56 Discusses the use of Chat GPT and other new technologies in law firms. Sharing his experience in digital marketing.
  • 12:08 Chat GPT’s potential as a new search engine and a powerful tool for daily life. 
  • 24:29 Google's evolution in providing ads and local service ads to law firms.
  • 32:03 Secret algorithm for managing local service ads revealed, with emphasis on realism and high-quality leads.
  • 40:59 Location, reviews, and optimization are key to improving Google Maps rankings.
  • 44:26 Reveals Google autofill strategy for law firms, which appears as suggested search results.
  • 48:25 Discusses 10 strategies for law firms, including exclusive lead gen opportunities and AI tools like chat GPT.

Resources Mentioned

**Books:**

  • Think and Grow Rich by Napoleon Hill.

 **Apps and Websites:**

22 Aug 2023EP053: AI Unveiled: Advice from Allstar Artificial Intelligence Experts00:26:15

Your hosts Jay Berkowitz, Jenna Ehrhardt and Ike Nwachukwu break down advice from our allstar Artificial Intelligence panel to bring you an engaging FAQ on the latest Ai trends for law marketing. Hosts share brilliance from experts Tom Martin, attorney and Founder of Law Droid, an Ai company that handles legal work for you; Carolyn Elefant, an attorney and Ai educator who teaches law firms how to use this cutting edge technology; and Dennis Yu, a former Yahoo! search engineer and tech expert.

You'll learn about Ai's fascinating evolution and its increasing relevance in fields as diverse as law firms to personal tax management. We promise to show practical ways to use the revolutionary tool ChatGPT that took the world by storm, amassing a whopping millions of users in just five days. Hear about its incredible adaptability, whether it's drafting memos, performing simple legal tasks, or even cracking jokes. Remember, though, ChatGPT needs a human touch to proof and check its output.

Whether you're a beginner or seasoned Ai enthusiast, you’ll enjoy this enlightening journey into the realm of Ai and its practical uses. So, buckle up and join us on this thrilling journey of discovering the wonders of AI!

Mentioned Resources:

ChatGPT All Star Webinar: https://www.youtube.com/watch?v=CL8z_EJuSqg

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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

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25 Jun 2024EP097: The Law Firm Rainmaker Playbook – With Ken Hardison, Steve Nudelberg and Alan Margulius01:29:17

Today, we're diving into one of our most popular webinars The Law Firm Rainmaker Playbook with guests Ken Hardison, Steve Nudelberg, and Alan Margulius. We'll explore key strategies to build your own book of business and boost your firm's business development, including building your personal brand, creating a personal referral network, hosting client advisory boards, using books for personal branding, and leveraging social media.

Ken shares innovative tactics for generating referrals, while Steve provides insights on modern communication techniques. Alan emphasizes leadership, accountability, and authentic relationship-building. We also discuss creating a referral mindset, networking on LinkedIn, and providing value beyond legal services.

Young lawyers will benefit from practical business development plans, focusing on high integrity relationships, simple and repeatable strategies, and prioritizing clients' agendas. Tune in for actionable sales content, referable practices, and the importance of return on relationships (ROR) over traditional ROI. Get ready to transform your business development approach with expert advice. 

Key Topics

  •  01:25 What is the definition of a rainmaker in the context of law firms?
  •  06:34 The First principle of being a great Rainmaker is to give with no expectation of receiving anything in return.
  • 07:48 Importance of giving without expectation of return, and becoming a connector.
  • 08:18 How extensive involvement in various organizations and events helps build connections and reputation. 
  •  11:22 Creating quality connections starting with a one-on-one.
  • 12:08 Ken Hardison’s introduction as a thought leader in legal marketing.
  • 15:32 Creating and regularly distributing high-quality content through a chosen medium, leveraging tools like Calendly for organization.
  • 17:15 Referral systems for law firms, emphasizing the importance of creating a referral mindset and educating clients on how to refer business.
  • 20:44 Prioritizing building long-term relationships with clients to generate repeat business and referrals.
  •  22:12 Creating a VIP for clients to provide status and referral opportunities to past clients. Including hosting VIP dinners.
  • 24:23 Suggestions for maintaining top-of-mind awareness with your clients to start seeing returns.
  •  27:02 Leveraging books as a lead generation tool to attract referrals and new cases.
  • 35:45 A look into rainmaking strategies and what that means
  • 38:22 Shifting from transactional to relational environments requires a change in mindset, with a focus on building personal connections.
  • 39:40 Relationship capital and social capital are key to success, with ROI replaced by ROR (return on relationship).
  • 44:36 Clear strategy, disciplined tactics, and a guaranteed process for success, advising the identification of dream clients and using modern tools to understand their criteria and preferences.
  • 48:13 What is the "50 cups of coffee" program to help employees connect with potential business contacts?
  •  53:45 Creating air cover through social media and documenting value to build a global brand through advertising and social media to create awareness and generate leads.
  • 56:46 Discover an unconventional approach to law firm business development, emphasizing trust and growth rather than sales.
  • 58:33 Shifting your mindset from chaos to basics, focusing on opportunity amidst global uncertainty.
  • 01:01:03 The importance of creating a personalized business development plan for lawyers, regardless of their personality type or social skills.
  • 01:02:46 Uncovering the common misconception that business development requires being overly aggressive or annoying.
  •  01:18:04 Researching clients on LinkedIn and Facebook
05 Dec 2023EP068: Empowering Female Attorneys: Strategies for Building Your Ideal Law Firm and Preventing Burnout with Daya Naef00:43:02

In this episode, host Jay Berkowitz chats with Daya Naef, who specializes in coaching law firms after 16 years of practicing in construction law and litigation. Naef brings a wealth of knowledge and real-world experience as a former attorney, sharing insight on how to build your ideal practice and book of business while preventing burnout. They discuss the important strategies and techniques for driving traffic to law firm websites and converting that traffic into clients. Daya shares her insights on women in the legal field, building a network for referrals, and the necessary mindset for success. The conversation also explores the need for consistent client development, business planning, and collaboration within a firm. Tune in today!

Timestamps:


Good Reads:

26 Sep 2023EP058: Maximizing PROFITability: Secrets to Managing Your Law Firm with Profit Sherpa John McCarthy00:42:23

In this episode, your host Jay Berkowitz sits down with law firm business coach John McCarthy to uncover the secrets of managing a law firm to increase profits. Discover the lifestyle that developed John’s disciplined mindset, his path in the British Military that led him to become a successful business coach, and astounding case studies that show the possibilities of managing your business operations to increase profitability. 

Timestamps:

  • 0:04 - Introduction: Jay Berkowitz and John McCarthy
  • 1:38 - Expert Advice to Manage Your Law Firm
  • 5:09 - Using P&L Analysis to Make Data-Driven Decisions
  • 8:40 - Measuring Your Marketing Efforts
  • 10:43 - Physical Training in the British Military
  • 11:27 - Intro to Profit Coach and Owner of Summit Business: John McCarthy 
  • 13:53 - Farm Raised and a Military Mindset
  • 15:54 - Summit Business and The Business Coach Academy
  • 17:52 - P.R.O.F.I.T.: Profit, Revenue Marketing, Operations and Systems, Feedback, Innovation Leadership, Team
  • 20:40 - Owning your Operations Systems 
  • 24:04 - Delivering Results, Not Just Effort
  • 26:09 - Using Innovation to Improve Productivity and Efficiency in Business
  • 30:43 - Eat That Frog: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time by Bryan Tracy
  • 32:05 - Creating a Self-Leading Team 
  • 34:24 - Attaching Behaviors to Values
  • 36: 50 - Getting Personal with John: Making Life Fun
  • 39:04 - Expandi - LinkedIn Automation Tool
  • 39:45 - Alex Hormozi, Donald Miller, Mike Michalowicz
  • 40:24 - Surfing to Escape
  • 41:20 - Using LinkedIn to Share Knowledge 

Mentioned Resources:

SummitBusinesses.com

The Business Coach Academy

Eat That Frog by Brian Tracy

John’s Linkedin

Johns Linked in newsletter

PROFITability Webinar

Expandi

Alex Hormozi

Donald Miller

Mike Michalowicz

12 Nov 2024117: The App for Law Firm Client Communications – Meet Case Status CEO Andy Seavers00:37:41

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...
03 Sep 2024EP107: GLM – The Great Legal Marketing Conference, Masterminds and a new Book! Law Firm Growth Strategies with Ben Glass00:52:21

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,...
16 Jan 2024EP074: Triple Your Success by Getting Your Law Firm Marketing Right: A Webinar Recap00:35:52

In this week’s episode, Jay Berkowitz and Ike Nwachukwu recap our recent webinar, discussing all the key information on how to triple your success by getting your law firm marketing right! They’ll cover all things marketing, including how to optimize your Google Business Profile to maximize performance, and land in the top 3. Plus, Jay shares the Secret Algorithm to get in Google’s Top 3 for Local Service Ads - Google Screened, as well as the top components of an award-winning website. This is an episode you don’t want to miss; tune in now!

Timestamps:

  • 00:00 - Introduction to Ten Golden Rules podcast
  • 00:45 - Post webinar intro discussion
  • 01:33 - Catch Ten Golden Rules on YouTube!
  • 01:45 - Triple your business: A case study on attorney Bryan Garrett
  • 02:37 - Hockey stick growth: A case study on Stewart & Stewart
  • 03:23 - Making the most of Google for your Personal Injury law firm
  • 04:11 - The top 4 practices to help you master Google
  • 04:50 - Utilizing Local Service Ads, Google Screened 
  • 06:31 - Google’s secret algorithm + the Red Phone
  • 08:02 - How to maximize Local Service Ads: 3 steps to set you up for success
  • 09:53 - Why Local Service Ads over Pay Per Click?
  • 11:50 - Jay’s Google LSA wishlist: expanding practice areas
  • 13:44 - The next best thing to Local Service Ads: Google Maps
  • 15:31 - How to land in the top 3 of Google Maps with a rigorous review program
  • 17:52 - Incorporating incentive programs: Hurricane Ike and Bad Bunny Tickets
  • 19:47 - Signs that it’s time for a new website
  • 21:44 - Components of an award-winning website
  • 22:03 - The perfect, award-winning website example: thefosterfirmwins.com
  • 27:02 - Cascading content to feed the Google Help Algorithm 
  • 33:49 - January 2024 workshop: EOS with Gerardo Escalona, Mike Morse, and Tyler Smith

Book + Podcast Recommendations:


Mentioned Resources:

18 Mar 2025135: How Kenny Eliason of Quilia is Solving the #1 Client Complaint in Law Firms00:33:32

Client communication is one of the biggest challenges for law firms, but what if technology could solve it automatically? I spoke with Kenny Eliason, the founder of Quilia, a legal customer communication tool that keeps clients informed and engaged without adding extra work for attorneys. Kenny shares how Quilia improves client satisfaction, reduces bar complaints, and streamlines case management. He also dives into efficiency strategies for law firms, the role of automation in legal services, and his personal journey from working at a law firm to leading a cutting-edge legal tech company.

Key Topics

[00:53] How Kenny’s background in law, tech, and marketing led to the creation of Quilia.

[02:12] The client communication gap that inspired him to build a legal customer engagement tool.

[03:37] How Quilia automates case updates to prevent client frustration and bar complaints.

[05:12] Why traditional client portals fail and how Quilia solves that problem.

[06:47] The power of automation in legal practice and how reminders improve case outcomes.

[08:32] How Net Promoter Scores (NPS) help firms track client satisfaction in real-time.

[09:57] Why firms should actively collect and respond to client feedback throughout a case.

[11:32] The importance of structured intake processes and follow-ups to improve retention.

[12:57] How law firms can implement AI-driven client communication without losing personal touch.

[14:32] Why efficiency should be a priority for law firms looking to scale successfully.

[15:52] The biggest mistakes law firms make when trying to improve internal processes.

[17:22] How leadership plays a critical role in driving change and implementing new technology.

[18:57] Advanced efficiency tips for large firms managing high case volumes.

[20:47] How focusing on client experience increases referrals and case value.

[22:12] The role of automation in eliminating repetitive tasks and saving attorney time.

[23:52] Why large firms struggle to innovate and how they can implement change more effectively.

[25:22] How Quilia works across different areas of law, including personal injury and family law.

[26:57] The challenges of launching and scaling a legal tech startup.

[28:42] Kenny’s favorite productivity hacks and how he maximizes efficiency in his day.

[30:07] Where to find Quilia and how law firms can start using the platform.


Resources Mentioned

Books:


Apps & Technologies:

  1. Quilia – Client engagement and automation for law firms. - https://www.quilia.com/ 
  2. Apple Notes – Kenny’s go-to tool for organizing thoughts and tasks.

Podcasts 

06 May 2025142: Ten Golden Rules of High-Impact Leadership from Catalytic Leadership’s Dr. William C. Attaway00:38:12

Most leaders don’t need more hustle—they need more clarity, focus, and intention. Leadership coach and author William C. Attaway joins me as we discuss the 10 Golden Rules of Catalytic Leadership, offering insights that go beyond theory and into real-world impact. From hiring smarter to evaluating success, shifting mindset to delegating authority, we break down the habits and mental frameworks that move leaders—and law firms—from stuck to scaling. This episode isn’t just about motivation, it’s about building systems that support sustainable growth.

Key Topics

[02:16] Introduction of William C. Attaway and his focus on leadership coaching for high-capacity leaders.

[03:06] Explanation of what “catalytic leadership” means and how it differs from traditional leadership approaches.

[04:51] How leadership shows up in both home life and business, and why alignment matters in both.

[05:46] The origin story of William’s coaching model and how it emerged from years of leadership in multiple settings.

[07:46] How to uncover core pain points before solving performance issues.

[09:41] The value of using DISC and Working Genius to understand leadership wiring.

[11:53] A live walkthrough of CrystalKnows and how AI tools help decode team communication styles.

[15:16] What happens when expectations aren’t clearly defined during hiring.

[19:16] Why the leader is often the bottleneck—and how to step aside for team growth.

[22:18] How delegating authority, not just tasks, creates more trust and momentum.

[23:36] Why a business will never grow beyond the leadership capacity at the top.

[25:46] How intentional learning habits—books, podcasts, and masterminds—drive sustained growth.

[27:33] What it looks like to structure daily reading rhythms for better personal development.

[27:52] How mindset influences 90% of success or failure in business leadership.

[28:58] What it means to be “busy” with the wrong things and how to fix it.

[30:16] A step-by-step breakdown of a weekly review to increase focus and learning.

[32:07] Why evaluating success is just as important as evaluating failure.

[34:05] What to examine when a client relationship thrives and how to replicate success.

[34:46] How to uncover what’s keeping a leader up at night—and how that drives real solutions.

[35:38] Why optimization starts by aligning priorities with available time.

[36:04] What part-time teams need to thrive and how to lead them toward greater output.

[36:27] Who benefits most from leadership coaching and what mindset makes it effective.

Resources Mentioned

Assessments & Frameworks

  • DISC Assessment – Personality typing tool for communication and team-building
  • Working Genius – Productivity and collaboration tool developed by Patrick Lencioni
  • EOS (Entrepreneurial Operating System) – Business operating framework for growth and leadership structure

Books

  • Eat That Frog by Brian Tracy – A guide to prioritization and time management - https://a.co/d/6Enua2A 
  • Catalytic Leadership by William C. Attaway – His book on intentional leadership habits and mindset - https://a.co/d/j2Geg5y 
  • Lead.: Leadership Lessons from the (Not So) Minor Prophets by William C. Attaway – A book focused on building strong leadership cultures - https://a.co/d/bO0RRQw 

Podcasts

  • Real AF by Andy Frisella – Focuses on mindset, business, and self-discipline -
24 Sep 2024110: Bold Shirts and Big Success: Gary Sarner “The Law Firm Radio Guy”00:48:37

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...

02 Apr 2024EP085: Jennifer Gillman – Mastery of Law Recruitment and The Art of Rainmaking00:44:55

Welcoming the incredible Jennifer Gillman. Jennifer is an attorney who is finding a great fit for partners of firms looking to relocate. She is also a master relationship builder, networker and rainmaker - and she shares her top strategies!

We unpacked the secrets to successful network building and explored how Jennifer started her recruiting firm and grew it over the past 6 years. Jennifer, a seasoned pro in legal recruitment, shares her unique insights on creating the perfect firm-attorney match and the art of becoming a happy rainmaker. From self-care and continuous learning to intentional planning and legacy building, we cover it all. Stay tuned for our next episode, and don't forget to connect with us at TGR Live in Boca Raton to keep pushing the boundaries of your law firm's potential.

Key Topics

  • 09:05 Found success by seeking business coaching early.
  • 15:03 Overcoming fear, taking risks, and finding success.
  • 19:19 Efficient networking is critical for business success.
  • 21:43 Lessons from networking and the power of 1-on-1 meetings.
  • 31:53 Prioritize personal growth within the firm.
  • 39:37 Business development coaching for succession planning opportunities.
  • 43:02 Creating video content, and landing page for expertise.

About Jennifer Gillman:

Jennifer Gillman is President of Gillman Strategic Group, a legal recruiting company focused solely on law firm partner placement. Her goal is to help dissatisfied law firm partners and solo practitioners find the perfect fit at another firm, which can make a dramatic difference in their career and personal satisfaction. Her superpower is being able to tell in 15 minutes whether a law firm partner would be happier changing firms or if their current firm is the best fit.

A recovering lawyer herself, Jen knows how busy law firm partners are, and how Jen received her J.D. from New York University School of Law and her undergraduate degree from Brandeis University, magna cum laude. After practicing law for 12 years, she realized that legal recruiting combined her two passions of law and matchmaking. She worked with a full-service New Jersey legal recruiting firm for 10 years, before following her dream and launching Gillman Strategic Group in 2018. 

Outside of work she enjoys spending time with her lawyer husband and two children.

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

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26 Mar 2024EP084: Intaker’s Joe Ruotolo BREAKING NEWS! New AI chat for Google Screened00:50:57

Bringing you into the high-tech world of legal marketing with your host, Jay Berkowitz and our esteemed guest, Joe Ruotolo from Intaker. We're zeroing in on how cutting-edge chatbot technology is revolutionizing client intake for law firms and why adapting to AI is no longer optional but essential for staying competitive.

Now, let's jump into the world of legal tech innovation and listen to a big new product announcement from Joe Ruotolo from Intaker!

Key Topics

  • 07:17 Product side pain points, consumer challenges, intake speed.
  • 09:09 Live chat speed and efficiency are critical.
  • 12:56 Law firms enhancing client communication through chat.
  • 16:53 Detailed comparison of Intaker to traditional chat products.
  • 21:34 Texting option streamlines communication with AI agent.
  • 32:09 Shortening response time crucial for Google ranking.
  • 35:53 New feature announcement for Intaker.

About Joe Ruotolo:

Joe Ruotolo is Head of Marketing at Intaker, a cutting-edge technology company focused on law firm growth automation. Having personally worked with hundreds of law firm owners to fix gaps in their intake and improve their qualified lead conversion, Joe is committed to moving the legal industry forward through innovative client intake and marketing technology. 

By integrating empathy with the latest advancements in AI and automation, Intaker has helped over 1,000 law firms achieve more predictable growth, greater productivity, and happier clients outcomes.

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. 

26 Nov 2024119: Automate, Communicate and Innovate with Tech Experts Edward Kirk, Jay Sarmaz, Kellen Brown and host Jay Berkowitz01:14:14

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...
05 Nov 2024116: Strategies from Greg Crabtree’s Fantastic Book – Simple Numbers for Big Profits00:34:22

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...
26 Dec 2023EP071: The Entrepreneurial Attorney Jason Melton – Founder of Regents Remote and Whittle & Melton00:37:23

In this episode, Jason Melton, a Florida-based personal injury lawyer and Founder of legal outsource company Regents Remote shares insights from his challenging legal career. He discusses the power of mastermind problem-solving and offers strategies for legal and entrepreneurial success in a conversation with host, Jay Berkowitz. Whether you’re navigating the complexity of difficult legal challenges or in search of entrepreneurial advice, this conversation offers real-world experiences and strategic insights that serve as a guide for professionals seeking advice in legal or entrepreneurial worlds. Tune in now!

Timestamps:

  • 00:04 - Introduction to Ten Golden Rules podcast
  • 00:26 - Guest introduction: Attorney Jason Melton
  • 00:44 - A look into Jason’s background: 20-year recap & lessons learned
  • 02:49 - Challenges in Miami’s legal scene, advocating applicable lawyer experience, & additional background
  • 06:46 - Legal shifts post-pandemic
  • 07:34 - The Whittel & Melton Law Firm’s story
  • 10:25 - The $47,000 case turned $4.7 million brain injury case with direct client impact
  • 11:40 - The client experience: understanding and empathizing in challenging situations
  • 12:55 - Setting up for success + key annual planning strategies for a law firm: building purchases, tax reduction, SBA funding, labor quality & productivity frustration and inspiration
  • 20:31 - The evolution of learning to an entrepreneurial initiative: Regents Remote Services
  • 23:54 - “Masterminds” - mastermind meetings and the power behind the mind of an attorney: competition, networking, BNI groups, PILMMA, National Academy of Motorcycle Injury Lawyers
  • 26:44 - Jay’s mastermind and network experience: The Seven-Figure Agency
  • 27:37 - Real-world advice from mastermind experiences/therapeutic effects
  • 28:27 - Mastermind webinar to come with Ken Hardison and Ben Glass - early 2024
  • 28:56 - Jason’s apps & techniques for personal productivity: Pipedrive (CRM)
  • 30:03 - Jason’s consumption recommendations for the industry: The Wall Street Journal, Instagram Lawyers
  • 30:30 - Diversification of Jason’s client base through Instagram - video, content creation, daily posts
  • 31:18 - Best content practices & why: authenticity is key
  • 33:06 - Blog, Podcast, YouTube Recommendations - Lawyer Dad (LA Lawyer Links, Instagram, TikTok), Kyle Newman (NY Lawyer Link,
17 Oct 2023EP061: Intake for Law Firms: Selling to Suits, Khakis or Denims with Adam Boyd00:47:47

Special guest Adam Boyd joins our host Jay Berkowitz. Get ready to dive into an insightful discussion about the intake process in a law firm. How to “win more clients… to bring in more cash… to grow their firm… to build a business…to stop being the product.”.

Timestamps: 

  • 2:17 Increased customer acquisition, successful system; company sold.
  • 3:21 Understanding marketing, trying to win business, referral patterns, expertise in customer conversion.
  • 6:38 Communicate value to customers.
  • 12:30 Seek assurances from advocates in time-sensitive situations.
  • 16:39 Fear of niche markets loses big opportunities.
  • 19:51 Speak at relevant events to address social issues.
  • 22:20 Trial attorneys may be skilled, but problem-solving requires understanding others' perspectives.
  • 25:56 Connecting with loss in messaging is key. Focus on avoiding loss to motivate action. 
  • 28:16 80/20 rule: Connect with most personas easily.
  • 31:02 Intake: crucial first contact with potential clients.
  • 34:24 Persuading people to listen and understand before deciding.
  • 37:41 Invest in traffic for quick business growth.
  • 42:08 AI: A game changer for phone intake.

About Adam Boyd, Principal The Northwood Group

“I help attorneys win more clients… to bring in more cash… to grow their firm… to build a business…to stop being the product.”

Adam has over 15 years working with firms on sales growth. His expertise is deep in direct selling, sales management, and lead generation.

He’s consulted in over 20 industries, had an exit, worked in turnarounds, started a business from the ground floor, and had his share of failures. He’s cold called, sold to CEOs, built and managed campaigns, and led teams to set records.

He began his career as a high school English teacher and football coach.

He holds a BA from Rhodes College, and an MBA from the Acton School of Business. He lives in Austin with his wife, Erin, and their four kids.

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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

27 Feb 2024EP080: Hockey Stick Growth Curve! Meet Attorney Darron Stewart and Director of Marketing Kevin Moran & Learn How They Achieved a 237% Increase in Leads and Cases01:17:19

Welcome Darron Stewart and Kevin Moran of Stewart and Stewart as they unpacked some serious strategies behind digital marketing and law firm growth. Listen as Jay and his guests delve into how they have spiked growth through innovative marketing, maintaining a leading intake department, and seizing the power of reviews and video content. Also sharing valuable insights on strategic client engagement and navigating the complexities of digital marketing partnerships. Plus celebrating Kevin Moran's recent client service award, echoing the outstanding achievements of their law firm. 

Prepare to be inspired by the story of a firm that has mastered the art of client relations and digital presence!

Key Topics:

00:00 - Introduction and Discussion on Internet Marketing Rules and Case Study.

14:26 - Emphasis on Website Features for User-Friendly Experience. 

22:43 - Utilization of Google Screening for Lawyers' Search Ranking.

33:05 - Importance of Video Evidence and Client Feedback. 

44:27 - Branding, COVID Adaptations, and Scaling Efforts.

01:00:17 - Social Media's Role in Law Firm Branding and Attorney Involvement.

About GUEST:

Darron S. Stewart - Partner

Born in Louisville, Ky., Darron Stewart has lived in Indianapolis since 1970. Darron attended Butler University in Indianapolis, where he graduated with a Bachelor of Science degree in 1990 and a Master of Science Degree in 1994. He earned his Law Degree from Thomas M. Cooley Law School in Lansing, Mich., in 1998. He is admitted to practice law in the U.S. District Courts of both the Northern and Southern Districts of Indiana and the Eastern and Western Districts of Kentucky. He is also admitted to the Supreme Courts of both Indiana and Kentucky as well as the United States Supreme Court.

When not practicing law, Darron stays busy chasing his seven children, three of whom were adopted from China. His oldest son, Brandon, attended Creighton College in Memphis, Tennessee, where he paid for his education by playing basketball. Brandon is 6’11”! When not spending time with his children, Darron helps other couples exploring adoption.

Darron handles cases involving wrongful death, automobile crashes, truck crashes, product liability, construction site injuries and other serious injury cases. Darron feels a special calling to help those who have suffered through an attack by a vicious dog. Over the years, he has handled many dog bite cases. A lot of these cases involve children who have been attacked by a vicious dog. Many of these cases involve serious injury and permanent scarring.

Darron measures his success through helping others. His practice is focused on helping people each and every day. When asked what motivates him, Darron said, “If I can help at least one person today; help that person to be treated with respect; help that person be treated with dignity; help that person be treated fair, and; help that person regain what they lost, then, I have had a successful day. That is an incredible motivator for me!”

Kevin Moran - Director of Operations

Director of Operations at Stewart & Stewart Attorneys currently seeking to advance the firm’s business development strategies by focusing on the improvement of administrative practices, HR, financial planning, marketing, intake, and technology.

About Stewart & Stewart

Since 1982, Stewart & Stewart’s mission has been to treat clients like family. We are dedicated to obtaining the absolute best results for you. Let our family represent and help your family.

There is no fee unless you win. You don’t have to pay anything up-front or out-of-pocket. Our firm offers legal services for cases related to a broad scope of injuries, including auto, motorcycle, truck and slip-and-fall accidents. It also offers legal assistance...

13 Feb 2024EP078: EOS for Law Firms – The Entrepreneurial Operating System with experts Mike Morse, Gerardo Escalona, and Tyler Smith01:16:50

We’re seeing more and more of the most successful firms in the world implementing the Entrepreneurial Operating System (EOS). EOS  provides a complete set of simple concepts and practical tools that include a trifecta of VISION, TRACTION®, and LEADERSHIP strategies. This episode covers it all! Join your host, Jay Berkowitz, as he talks with $200 Million attorney Mike Morse, successful law firm owner and  author of Fireproof: A Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable; Gerardo Escalona, serial entrepreneur and rock-star EOS Implementer; and Tyler Smith, attorney, original Gino Wickman client and member of the EOS leadership team, about the entrepreneurial operating system and how it can work for your firm. You’ll discover how YOU can get started with EOS, as well as the most effective tips and strategies for massive revenue impact. Tune in now!


Timestamps:

  • 00:00 - Using EOS to grow a law firm to $200M
  • 05:09 - Using the EOS framework for growth and success
  • 09:54 - Gerardo Escalona’s journey to implementing EOS in business 
  • 14:03 - Implementing the EOS framework at your law firm: Vision, Traction, and Leadership
  • 18:09 - Measuring law firm performance and identifying the root issues
  • 22:08 - The impact of EOS on law firms
  • 28:01 - Mike Morse takes his law firm from $17M to $200M
  • 31:47 - Using EOS for law firm 
  • 39:01 - The difference in roles of an implementor and an integrator
  • 43:28 - Rolling out EOS within a company using a simple organizational chart
  • 48:03 - Tyler Smith’s journey to full-time EOS implementation 
  • 52:00 - Second in command to the integrator: the implementor
  • 54:33 - Understanding how to delegate leadership roles
  • 56:27 - Transformative case studies with Mike
  • 59:04 - Decentralizing visionaries and founders to help find purpose
  • 1:01:48 - Getting started with EOS: taking the first steps
  • 1:05:08 - Profitability and accountability goals for law firms
  • 1:12:35 - Top tips to move your law firm forward in 2024:...
09 Jul 2024EP099: Benefits of Buying Your Office Real Estate with Expert Paul Neal00:42:43

Today I'm joined by Paul Neal, a seasoned entrepreneur with deep expertise in real estate investing for your firm. We'll explore the shifting trends in office spaces and work habits, emphasizing the need for a local presence and flexible work spaces.

We'll discuss the benefits of investing in real estate, including wealth accumulation, control over space, tax advantages, and passive income. Paul and I will share creative business strategies, the importance of mentorship and networking, and innovation. Paul will reveal his go-to productivity tools, discuss the art of delegation, and recommend essential business reads. We'll also address the demand for flexible work arrangements, and how delegating tasks can free up time for high-level thinking.

Join us as we uncover insights on acquiring business properties, leveraging low down payment options, and the wealth-building potential of real estate. Let's get started!

Key Topics

  • 02:40 Paul Neal shares his entrepreneurial journey, from studying engineering to starting 6 businesses, including a successful real estate finance transaction in 1998.
  • 03:31 The dichotomy between business owners who bought vs. leased their buildings.
  • 05:37 How a client saved money by not buying a billboard but buying the building for his HVAC business. His branding was now on the building viewed by 60,000 commuters daily.
  • 07:00 When launching a business, consider the local presence and consistent cash flow.
  • 10:32 Finding a multi-location strategy for law firms, focusing on local Google marketing for proximity rewards.
  • 12:24 The importance of having a physical location for a business to be eligible for Google's local service ads and maps, and notes that some firms are expanding to multiple locations to increase their visibility and profitability.
  • 13:25 The benefits of owning real estate for businesses, including tax advantages and potential appreciation in value. 
  • 15:21 Examples of clients who have successfully implemented a multi-location strategy, leveraging real estate to build wealth.
  • 18:10 The benefits of owning real estate for businesses, including passive income and wealth accumulation.
  • 20:49 Managing real estate for a larger space, and different strategy used for management
  • 22:50 How the pandemic has affected office spaces, including the reduction of office space or increasing flexibility in terms of work arrangements.
  • 24:39 The demand for smaller, flexible warehouse spaces for service industries, which are hard to come by due to high demand.
  • 26:24 The impact of COVID-19 on consumer behavior, highlighting a preference for convenience and authenticity.
  • 27:02 Finding creative spaces and new retail concepts, such as a bank with a Starbucks-like atmosphere, in Florida and Delray Beach.
  • 27:39 The benefits of owning a physical office space for personal injury lawyers, including building a brand and establishing a community presence.
  • 28:56 Go-to business strategies for young business owners, including having a clear vision and aligning oneself with successful mentors.
  • 30:04 Taking regular breaks to think and reflect on goals and challenges. 
  • 33:22 Delegating tasks to others, highlighting "The E Myth" by Michael Gerber for entrepreneurs seeking to outsource tasks.
  • 36:24 Dan Sullivan's "who not how" philosophy - finding people who can do tasks better than you, rather than learning how to do them yourself.
  • 38:24 How In-house digital marketing teams can be less effective than hiring an agency 
  • 39:44 Insights on how to unlock wealth, autonomy, and control by buying a building and firing a landlord.

Resources Mentioned

*Book*

  1. **The E Myth** by Michael Gerber
  2. **Maximize Your Wealth** by Paul...
14 May 2024EP091: Host Jay Berkowitz Interviewed by Legal Intake Guru Chris Mullins: Health, Wellness, and Marketing Insights00:23:58

Today, we have a special treat as Chris Mullins takes the helm to interview host Jay Berkowitz. In this episode, Jay will share insights from his decades of experience, including details from his classic book, "The Ten Golden Rules of Online Marketing ." The discussion also ventures into the critical area of mental health and wellness, especially pertinent to legal professionals. Opening up about his experience at online website eDiets.com and health routines and how foundational business practices can significantly impact well-being and professional success. Tune in as Jay reveals the secrets behind his enduring marketing principles and the importance of maintaining balance in all aspects of life. Don't miss this deep dive into the strategies that have made Jay a respected voice in digital marketing and beyond!

Key Topics

  • 00:52 Successful internet marketing led to significant profits.
  • 08:22 Better health leads to better life and Business success.
  • 18:18 EOS The entrepreneurial operating system, developing core values.    
  • 19:20 Monthly results shared, honest results, meetings for accountability.
  • 20:35 Staying ahead of trends and applying them to clients and yourselves.

Reach out to Chris Mullins at:

https://intakeacademy.com     

http://www.lawyerstellall.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!

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03 Oct 2023EP059: Conversion Immersion with Chris Mullins Author of Law Firm Conversions: Great Marketing Is Not Enough When Your Prospects Don't Convert!01:22:10

Join our host Jay Berkowitz as he sits down with intake conversion expert Chris Mullins and discover the world’s best strategies to optimize your law firm’s intake and conversion techniques. Get ready to take notes (and share with your intake team) as you get tips to improve your legal sales techniques, to employ the use of empathy, and call-answering best practices. Chris also reveals her 5 step relationship, sales, conversion script that helps businesses turn leads into quality clients. Plus, you’ll get an exclusive breakdown of a live phone call, highlighting the key takeaways from the call. 

Timestamps:

  • 0:25 - Welcome Intake and Conversion expert: Chris Mullins
  • 3:26 - Ronald Reagan’s Red Phone
  • 5:02 - Answering phone calls for SEO success
  • 10:06 - More phone calls, less chats and forms
  • 11:04 - Optimizing law firm intake and conversion strategies
  • 16:01 - Using a script to improve call conversions with prospective clients
  • 19:17 - Improving intake specialist interactions with clients
  • 24:58 - Legal consultation sales techniques
  • 29:40 - 5 step I.N.T.A.K.E. process for law firms
  • 36:11 - Phone call techniques: using empathy and persuasive language
  • 40:11 - Call answering best practices and return on investment
  • 43:14 - Improving customer service in your law firm
  • 50:54 - Emphasizing empathy and screening questions in customer service
  • 56:35 - Streamlining your legal intake processes
  • 1:02:52 - Enhancing call handling and client satisfaction
  • 1:08:35 - Encouraging intake specialist training for success
  • 1:16:50 - Marketing insurance policy: recording and listening to calls to improve sales performance
  • 1:19:42 - Take advantage of Google Local Service Ads

Mentioned Resources: 

The Intake Academy

Lawyers Tell All

Law Firm Conversions by Chris Mullins

Internet Marketing for Law Firms

About Chris Mullins:

Chris Mullins is a world-class intake conversion expert with over 20 years of mastering sales and marketing. As the CEO of The Intake Academy, Chris works with law firms to increase their caseload with ideal clients, maximize their marketing dollars and create a better client experience, and more rewarding law practice. She is also the author of ‘Law Firm Conversions: Great Marketing is Not Enough When Your Prospects Don’t Convert’ and the host of the ‘Lawyers Tell All: Conversions with Chris Mullins’ podcast.


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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

04 Feb 2025129: Sales-Free Selling: Insights from Steve Fretzin on Building Relationships00:42:29

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:


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. -
21 Jan 2025127: From The Derby to Courtrooms to Kentucky Bourbon: Legal and Business Insights from Andre Regard00:46:04

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:


Other:



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....

20 Aug 2024EP105: Attorney Justin Lovely – Leveraging Ai for Legal Marketing and Operations – Recorded at The TGR Live! Growth Strategies for Law Firms Event01:11:19

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...
13 May 2025143: The 10 Golden Rules for Getting Referrals Without Even Asking by Jay Berkowitz & Stacey Brown Randall00:48:41

Referrals don’t happen by accident. With these strategies you can get referrals without even asking. Jay Berkowitz and Stacey Brown Randall, author of Generating Business Referrals Without Asking: A Simple Five-Step Plan to a Referral Explosion, breaks down the science and systems behind creating consistent, high-quality referrals without uncomfortable asks or gimmicky tactics. Drawing from years of research and coaching, Stacey and Jay explore the 10 Golden Rules of Getting Referrals Without Asking, showing how lawyers can build relationships that naturally lead to more business—all while honoring the trust of those who refer.

Key Topics

05:05 – Golden Rule #1: Define Referrals Correctly

A referral isn’t a testimonial, a repeat client, or word-of-mouth. It must include:• A personal connection (the referrer connects the prospect directly to you), and• An identified need (the prospect knows they need help and is open to working with you).Stacey emphasized the importance of recognizing that if someone gives out your name without a connection or context, it’s not a referral—it’s just buzz. Jay added that in personal injury law, real referrals often start with something as simple as “My friend Karen said you helped her after her accident, and I need the same help.” Without both elements, you’re not in control of the opportunity—and may never hear from them.

10:41 – Golden Rule #2: Know Where They Fit

Referrals aren’t marketing or prospecting—they’re a third leg. Most businesses view sales as a two-legged stool:• Prospecting (e.g., networking, cold calls, BNI), and• Marketing (ads, content, websites).Referrals deserve their own strategy. Stacey warns that pushing referrals into one of the other two categories leads to “ask, pay, or annoy” tactics that damage relationships. Jay shared how, once he separated his referral plan from his general marketing, he was able to focus on key sources like coaches, software vendors, and consultants with attorney networks—treating them differently than prospects.

13:39 – Golden Rule #3: Make Referral Tracking A Priority

If you don’t track, you can’t improve. Stacey recommends five columns to track referrals:• Date, Prospect Name, Source, Outcome, and Revenue.Tracking lets you identify patterns—who’s referring most, which types of referrals convert, and what’s working. Jay noted that by reviewing his spreadsheet quarterly, he saw one client who referred five firms—each worth thousands monthly. That insight led to doubling down on personalized outreach for that contact and seeking more like them.

17:01 – Golden Rule #4: Know the Players

There are three referral players: the source, the prospect, and you (the solution provider). And they matter—in that order.Stacey emphasizes that you’re not the hero—the referral source is. They’re helping someone they care about solve a problem, and you’re just the solution. Jay echoed this with his strategy of focusing on relationships with key introducers—like software companies who serve hundreds of attorneys. These aren’t cold prospects; they’re high-trust connectors who deserve thoughtful attention.

22:58 – Golden Rule #5: The Happiness Trifecta

When someone gives a referral, their brain gets a feel-good reward. Referring makes them feel helpful, generous, and important—it’s not about you.This insight changes your strategy. Stacey says every referral deserves a thank-you note, not because it “earns” the next one, but because it validates the referrer’s action. Jay shared that he now treats every referral like a VIP event, sending handwritten notes or thoughtful gifts (not swag!)—reinforcing the dopamine feedback loop that makes people want to do it again.

24:40 – Golden Rule #6: The Psychology of Trust

Referrals are based on liking and...

25 Oct 2023EP062: Tech Talk for Lawyers: Innovation, Insights, and Implementation01:14:48

Join your host Jay Berkowitz and a panel of legal technology experts, including Patrice Gimenez, CRM and case management expert, Eric Baum, founder of Parrot, a company that uses Artificial Intelligence for court reporting and other legal tasks, Amir Sachs, a cyber security expert who protects websites from hackers, Ken Causey, with Longest Tail Ai, and Matt McClellan, the co-founder of Hona a client communications portal!

In this episode, you’ll uncover the newest technology for law firms, discover how to choose the right technology stack for your firm, learn how to leverage AI and machine learning to save time and improve skills, and how to protect your website and other digital properties from hackers and cyber attacks. You’ll also come away with actionable insights to maximize the efficiency and productivity of your firm as they discuss how to utilize technology to assist in project management and client communications through the automation of everyday tasks.

Take your firm to the next level with a powerful tech stack, listen to learn more!

Timestamps:

  • 4:57 - The rise of artificial intelligence: Open AI ChatGPT
  • 7:03 - Introduction to expert technology panelists
  • 10:20 - Eric Baum with Parrot, AI-powered court reporting and transcription
  • 16:42 - Co-Founder of client communications portal, Hona: Matt McClellan
  • 30:01 - Selecting case management software with Patrice Gimenez
  • 43:16 - Protecting your business from cyber attacks: Blue Light IT Founder Amir Sachs
  • 47:58 - 2-Factor authentication and investing in a great MSSP
  • 51:11 - Ken Causey, the visionary force behind Longest Tail AI: AI-powered SEO for lead generation
  • 58:24 - Intaker, a law firm marketing automation tool
  • 1:03:14 - Avoiding 2FA with Keeper Securtity 
  • 1:09:29 - How to implement a new case management software
  • 1:13:49 - Watch the video on YouTube here

Mentioned Resources:  

Streamline your business with strategic guidance

Receive instantly available transcripts

Maximize your firm’s cybersecurity with all-inclusive IT services

Elevate your online presence & double your sales

Perfect your client communications using automatic updating software

Follow Ten...

19 Mar 2024EP083: From the Vault – Gary Vaynerchuk and Linkin Park’s Mike Shinoda00:30:55

This is a classic podcast from the Ten Golden Rules Vault. 

On deck, we have the eloquent Gary Vaynerchuk. Meet the world-famous internet marketing guru when he still worked in his father’s wine store.

Then, we're turning up the volume with Mike Shinoda of Linkin Park, this is a real rock star (not the cliche kind of rockstar) and he had a sense of the purpose and importance of the internet, branding and dot-coms. Learn about the strategic importance he placed on the band’s name and his experiences with global environmental initiatives like Live Earth.

Enjoy a step back into the time capsule with two world-famous celebrities. Let's roll into the conversation.

Key Topics

  • 02:12 Gary Vaynerchuk Interview
  • 05:25 Engage with community, balance content and interaction.
  • 10:31 Keynote success by being true to self and genuine garners respect and success.
  • 15:48 Social media is an extension of marketing and branding, and traditional moneymakers and marketers will dominate in it. Get started by learning and working.
  • 22:54 Mike Shinoda Interview
  • 23:45 Importance of brand names for businesses and bands emphasized.

About Gary Vaynerchuk: 

Gary Vaynerchuk is a serial entrepreneur and serves as the Chairman of VaynerX, the CEO of VaynerMedia, and the Creator & CEO of VeeFriends. He is known as "GaryVee" and is recognized for his keen insight into emerging trends and patterns in business, particularly in culture, relevance, and the internet. With early investments in companies like Facebook, Twitter, and Uber, he has become a prolific angel investor. Gary documents his daily life as a CEO through social media, reaching millions of followers across various platforms. His podcast, "The GaryVee Audio Experience," is globally ranked, and he is a five-time New York Times Bestselling Author and sought-after public speaker.

Find out more about Gary Vaynerchuk

Connect with Gary on LinkedIn

Follow Gary on Facebook and X 

About Mike Shinoda:

Michael Kenji Shinoda, an American musician, singer, rapper, songwriter, and record producer, co-founded the renowned rock band Linkin Park in 1996. In the band, he serves as co-lead vocalist, rhythm guitarist, keyboardist, primary songwriter, and producer.

Born in Panorama City, Los Angeles, California, and raised in Agoura Hills, Shinoda formed Xero with high school friends Brad Delson and Rob Bourdon in 1996. Later, Joe Hahn, Dave Farrell, and Mark Wakefield joined the band. Chester Bennington replaced Wakefield as lead vocalist in 1999. The band went on to sign a record deal with Warner Bros Records.

Shinoda is also the co-founder of Machine Shop Records, a California-based record label. Besides music, he is an artist and graphic designer, with some of his artwork displayed at the Japanese American National Museum.

Find out more about Mike Shinoda

Subscribe to Mike’s channel on YouTube

Follow Mike on Instagram and X

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...

19 Nov 2024118: Raquel Gomes from Stafi shares insights on staffing solutions for Law Firms00:33:15

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...
07 May 2024EP090: OTT + Streaming TV Ads for Law Firms – Learn About This New Media with David Klein of ConsulTV00:47:55

Host Jay Berkowitz welcomes OTT and digital TV expert David Klein. David and Jay discuss what OTT and digital streaming ads are, what are the opportunities and best case studies. What are the opportunities for firms shifting budget from traditional TV to “OTT” and digital streaming. What are the most effective marketing strategies, and the success stories? Insights are shared on leveraging technology in ads, crafting impactful commercials, and staying ahead in the competitive market. 

Tune in for key takeaways from the TGR Live conference and valuable tips to elevate your business operations, whether in law or advertising.

Key Topics

  • 05:29 Media consumption and advertising in evolution, more frequent.
  • 09:06 Ad distribution across devices can be controlled.
  • 11:56 Content matters, branding and leveraging TV is important.
  • 25:05 People Google for lawyers, key for marketing.
  • 29:01 Law firm shifted TV budget to streaming.
  • 36:14 Regularly assess and adjust marketing strategies efficiently.

About David Klein:

David Klein, the Director of Business Development at ConsulTV, is a seasoned advertising professional poised at the cusp of industry transformation. With 18 years of entrepreneurial experience, he initiated his journey by delving into print advertising and pioneering Google AdWords. Recognizing the impending shift, David sees programmatic advertising as the catalyst for monumental change, akin to the revolution brought by pay-per-click advertising over traditional mediums like the Yellow Pages. Thrilled by the prospect of navigating this transformative landscape, he is committed to partnering with agencies, empowering them to capitalize on this vast opportunity. David's expertise and strategic vision position him as a pivotal figure in driving ConsulTV and its partners towards unprecedented success in the dynamic realm of advertising.

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

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10 Dec 2024121: Secrets of High-Converting Law Firms: Proven Intake Strategies with Attorney Ben Leader, Chad Kerby, and Adam Reiman01:28:11

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...
01 Apr 2025137: The Secret to Referral Marketing and Client Retention with Kara Prior, James Publishing00:25:07

The best marketing strategy for law firms isn’t just about getting leads—it’s about turning those leads into loyal clients. I sat down with Kara Prior, President of James Publishing, co-founder of James’ Marketing Amplifier and a legal marketing expert, to discuss how lawyers can maximize referrals, create high-converting content, and build trust through personal branding. Kara shares her insights on leveraging social proof, optimizing follow-ups, and using video marketing to stand out in a crowded market. Whether you’re struggling with lead conversion or looking for ways to strengthen client relationships, this conversation is packed with practical tips to help your firm grow.

Key Topics

[01:35] How Kara transitioned from journalism to legal marketing and built a business helping law firms grow.

[02:05] Why content marketing is essential for establishing trust and converting leads.

[03:38] The role of social proof in legal marketing and why testimonials matter.

[04:44] How lawyers can turn existing clients into a consistent referral source.

[06:04] Why follow-up is the most overlooked step in lead conversion.

[07:27] How law firms can use video to build stronger connections and credibility.

[08:38] The power of showing personality and authenticity in legal marketing.

[10:03] Why the “Know, Like, and Trust” factor is key to winning more cases.

[11:22] How storytelling in legal marketing helps humanize your firm.

[12:41] The impact of automated follow-ups and how to implement them effectively.

[14:18] The most common mistakes law firms make with client communication.

[15:25] Why every law firm should have a system for tracking referrals and follow-ups.

[16:51] How building authority through books, blogs, and newsletters drives long-term success.

[18:15] The importance of omnipresence and staying visible to potential clients.

[19:39] How webinars and live Q&A sessions can position lawyers as trusted advisors.

[20:54] The growing role of AI in legal marketing and client engagement.

[22:06] The difference between good marketing strategies and wasting money on leads.

[23:35] Why personal branding matters just as much as firm branding.

[24:59] The power of consistent email marketing in keeping your law firm top of mind.

[26:25] Where to find Kara and how her company helps law firms improve their marketing.


Resources Mentioned

Books

  1. Building a StoryBrand by Donald Miller - https://a.co/d/dAoGskc 
  2. The Referral Engine by John Jantsch - https://a.co/d/b35g3QJ 

Apps & Technologies:

  1. Loom – Video...
03 Dec 2024120: Attorney, Law-Di-Gras host, founder of Justice HQ and Attorney Share: meet lawyer-entrepreneur Robert Simon00:40:16

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.
16 Apr 2024EP087: The Power of Law Firm Masterminds Part 2 with Ken Hardison, Craig Goldenfarb and Adam Rossen00:55:54

Welcome back to the continuation of our webinar discussion with our panel of astute guests: Adam Rossen, Craig Goldenfarb, and Ken Hardison, with your host Jay Berkowitz.

In part 2 Adam Rossen shares a candid look back at his journey from a partnership stagnated by the absence of strategic marketing to a thriving business bolstered by engaging with various mastermind groups. We'll peel back the curtain on the operational techniques of these masterminds, including Ken's role in a group providing coaching, video training, and collaborative support. Bring the conversation full circle with a round of Q&A’s.

Get ready to take rigorous notes as we examine the importance of vetting, action-taking, feedback, and goal celebration within these inner circles of growth and excellence.

Book your FREE strategy session with Ten Golden Rules: https://calendly.com/jay-tengoldenrules/strategy-session?month=2024-04

Key Topics

  • 03:58 Ken Hardison - Learning and sharing in effective consulting sessions.
  • 15:29 Commit to quarterly goals, hold ourselves accountable.
  • 20:52 Adam Rossen - Joined multiple masterminds, benefited from diverse groups.
  • 29:50 Adapting to challenges, leadership during uncertain times.
  • 49:21 Jay dives into Q&A’s
  • 51:30 Balancing work and professional development for lawyers.

About Ken Hardison:

There’s nothing theoretical about Ken Hardison’s success as an attorney. He built not one but two multi-million-dollar law firms before selling them at age 52.

Today, Hardison runs the Personal Injury Lawyers Marketing and Management Association to help lawyers create the practice of their dreams AND be accountable for that success.

About Adam Rossen:

Adam Rossen is a pioneering marketing leader renowned for his innovative strategies and vigorous advocacy for mastermind groups. His forward-thinking approach emphasizes collaboration and idea exchange to drive success, evident in his remarkable growth of Rossen Law Firm. By fostering a culture of continuous learning and mutual support, Rossen has propelled both his team's professional development and the firm's standout performance in a competitive legal landscape.

About Craig Goldenfarb: 

Craig Goldenfarb’s firm has recovered over $1 billion for its clients, and he gives back to the legal community with a premier event: 7 Figure Attorney Summit.

Attorneys who connect with Goldenfarb and his events learn the secret formulas for profitable law firm success, from individual contributors to the executive team. 

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

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Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from...

11 Mar 2025134: Cooper Hurley CMO Cassidy Lewis Shares Marketing & Grassroots Strategies and Her Secret for Generating Client Referrals00:34:00

The key to standing out in legal marketing isn’t just about spending more—it’s about building relationships, leveraging data, and mastering the client experience. I spoke with Cassidy Lewis, an expert in legal marketing and Chief Marketing Officer at Cooper Hurley Injury Lawyers, about the power of grassroots marketing, referral strategies, and agency partnerships. She explains how law firms can build stronger community connections, manage vendors effectively, and create marketing campaigns that deliver results. Cassidy also shares insights into her latest project, CMO Academy, which helps in-house legal marketers sharpen their strategy and leadership skills.

Key Topics

[05:00] How Cassidy’s diverse marketing background led her to Cooper Hurley Injury Lawyers.

[06:08] The importance of working for a law firm that truly believes in marketing.

[07:43] Why grassroots marketing and referral-based strategies outperform digital ads in the long run.

[09:18] How community engagement helps smaller firms compete with national legal brands.

[10:53] The key to excellent client service: having structured strategies, not just being “nice.”

[11:38] Why law firms should maintain contact with past clients through ongoing campaigns.

[13:03] The value of database segmentation in tailoring marketing messages.

[14:23] Running monthly giveaways and raffles as a tool for client engagement and data collection.

[15:48] The biggest mistakes law firms make when choosing digital marketing agencies.

[17:13] Why working with agencies that understand your brand beyond SEO delivers better results.

[18:38] How to effectively manage vendors and treat them as an extension of your team.

[19:58] The importance of clear expectations and accountability in agency relationships.

[21:23] How firms can sustain long-term success by focusing on consistent marketing efforts.

[23:08] Why marketing leaders should dive deep into one area at a time for better execution.

[24:53] How persistence in branding and outreach creates a steady flow of referrals.

[26:18] Leveraging AI to optimize intake processes and improve lead qualification.

[27:58] How law firms can create their own AI-driven intake scoring system.

[29:28] An inside look at CMO Academy, Cassidy’s new program for legal marketing professionals.

[31:03] The impact of structured training for in-house legal marketing teams.

[32:48] Where to find Cassidy and how to connect with her for legal marketing mentorship.

Resources Mentioned

Books:


Apps & Technologies:

  • OneNote – Cassidy’s favorite tool for organizing ideas and marketing plans.
  • RingCentral – Used for AI-assisted call tracking and intake improvement.
  • CallRail – For tracking and analyzing client calls.
  • ChatGPT – Leveraged for AI-driven marketing strategy and automation.

Podcasts & Thought Leaders Mentioned:



About Guest:

She is a core marketer with expertise in nearly every facet of marketing, including sales, communication, digital marketing, social media, event planning, direct response advertising, and more. My experience enables businesses to take a holistic, harmonized approach to reaching their ideal clients effectively.

She has worked with both small businesses and...

06 Aug 2024EP103: Insider Tips for Successful Outsourcing & Nearshoring for Legal Practices with Jason Melton, Zuly Murphy, and Emily LaRusch01:26:14

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,...
23 Jul 2024EP101: Strategies for Lawyer Rainmaking and Business Development with The Lawyer’s Coach, Phyllis Sisenwine00:31:40

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:

  1. *How to Become a Rainmaker* by Jeffrey J. Fox
  2. *The Power of Focus* by Jack Canfield, Mark Victor Hansen, and Les Hewitt

Websites:

  1. Phyllis Sisenwine's Website 
27 Aug 2024EP106: Superior Ai for Law Firms – meet Supio.com’s Edward Kirk, Plus Breaking News about their Series A Funding Round00:50:38

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...
18 Feb 2025131: SOPs and How Adi Klevit Helps Businesses Thrive with Process Documentation00:35:55

Success isn’t just about growing your business—it’s about building systems that allow it to thrive without you. I had the opportunity to speak with Adi Klevit, an expert in process documentation and business efficiency, about how professionals can create scalable systems to maintain consistency, improve training, and free up time. Adi shares insights on when to document processes, how to implement them effectively, and why having a single source of truth is crucial for growth. Whether you’re a solo attorney or managing a growing firm, her strategies will help you build a business that runs smoothly, no matter who’s in charge.

Key Topics

[02:51] Adi shares her background in industrial engineering and how it led to her passion for process improvement.

[04:10] How process documentation creates stability and allows businesses to scale effectively.

[05:20] The difference between simple checklists and fully developed process systems.

[06:49] Why business owners should focus on getting clients first before worrying about processes.

[08:12] When and how to start documenting systems once a business begins to grow.

[09:30] The importance of removing inconsistencies and reducing errors through proper training.

[11:05] How defining key processes helps maintain quality and ensures clients get the same experience every time.

[12:45] Why training should be structured like a playbook to ensure consistency across the team.

[14:10] The best way to capture best practices and avoid process misinterpretation.

[16:00] Using video training combined with written documentation for more effective learning.

[17:55] Why a single source of truth for process documentation prevents confusion.

[19:22] The value of internal communication platforms like Slack or Teams over email.

[20:45] How AI and automation can improve efficiency without replacing personal client connections.

[22:30] Adi’s personal strategy for increasing productivity and cutting down on distractions.

[24:18] How process improvement can significantly reduce employee onboarding time.

[25:50] Steps to create a training program that ensures new hires are set up for success.

[27:30] Keeping processes up to date and adapting them as businesses evolve.

[29:40] The role of leadership in ensuring processes are followed and continually optimized.

[31:15] How businesses can transition from relying on one key person to a well-structured system.


Resources Mentioned

Books:

  • E-Myth by Michael Gerber - https://a.co/d/fkWLNEB
  • Power Questions by Gerald Panas - https://a.co/d/dU6Qj21
  • Buy Back Your Time by Dan Martell - ​​https://a.co/d/2oulLSK

Apps & Technologies:

  • Slack – Internal team communication to reduce email overload.
  • Microsoft Teams – Used for structured team communication and collaboration.

Podcasts 

  • Organized Chaos - Chris Ronzio (Trainual) – Discussing process documentation and business efficiency. - https://podcasts.apple.com/us/podcast/organize-chaos/id1478413578


About Guest:

Adi Klevit is a highly skilled process consultant known for simplifying complex business operations and implementing clear, efficient systems. Clients praise her ability to distill intricate workflows into actionable procedures, enabling smoother operations, improved onboarding, and effective delegation. Her expertise has been instrumental in streamlining processes across diverse industries, earning accolades for her follow-through and impact on team efficiency.

https://bizsuccesscg.com/ 

10 Jan 2024EP073: Jon Cumberworth – Client Chat Live Founder & Acting Executives Law Firm Coach00:31:09

In this episode, Jay Berkowitz interviews the Founder and CEO of Acting Executives, and co-founder of Client Chat Live, Jon Cumberworth. Jon shares his background in the legal space and his experience working with over 650 law firms throughout the U.S. and Canada. He also discusses his transition to working with Acting Executives and his current role as an executive coach and consultant for small to medium-sized law firms. You’ll walk away with tips to develop your business plan, including how to grow your law firm in 2024. Tune in now!

Timestamps:

08 Oct 2024112: From Strategy to Success: Essential Law Firm Management Techniques Webinar with Bill Biggs & Dominic Grew01:43:19

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...
21 Nov 2023EP066: The $500,000 Referral Roadmap with Charley Mann00:48:12

In this episode, host Jay Berkowitz sits down with Law Firm Alchemy Founder, Charley Mann, to discuss a half-million-dollar referral roadmap for core-values-driven law firm owners. Tune in to discover the the most clever referral building concepts, how to expand your network and build referral partnerships, and a guide to mastering your email and print newsletter marketing. Plus, Charley shares the framework for his 15-minute magic trick to make half a million dollars in just 15 minutes. You don’t want to miss this! 

Timestamps:

●       00:04 - Referral marketing for law firms: focusing on identity and leadership development

●       01:00 - Intro to Founder of Law Firm Alchemy, Charley Mann

●       02:23 - Great Legal Marketing mastermind Ben Glass

●       04:03 - History’s great entrepreneurs: Jim Rohn, Napoleon Hill, and Dale Carnegie

●       04:47 - The art of building referral relationships

●       07:52 - Overcoming imposter syndrome to build better  referral relationships

●       09:19 - Myth buster: Having one referral is enough

●       10:42 - The 15-minute magic trick: make half a million dollars in 15 minutes

●       12:32 - The importance of meeting with both competing and non-competing attorneys

●       16:25 - The first 7 minutes of meeting someone– listening and asking questions to build rapport

●       17:35 - Tips for booking the first meeting and identifying relationships

●       22:10 - Using Google Maps + contact research tool, Coldlytics, to identify relationships

●       23:35 - Recommended meeting agendas: what works for attorney Craig Goldenfarb

●       27:56 - Email marketing to drive traffic: consistency, frequency, and proximity

●       32:20 - Print newsletters and marketing for law firms

●       34:45 - Using in-house resources to enhance overall marketing

●       35:23 - Print mailer recipients + content to include

●       38:47 - Targeting related professions to build referral relationships via letters: what to include

●       41:07 - Get to know Charley Mann, former columnist for the Bleacher Report

●       43:44 - A man of many talents: leather working and woodworking

●       44:39 - Simplifying to-do lists using Things Three

●       45:02 - Productivity book recommendations: ‘Eat That Frog,’ ‘What the Heck is EOS?,’ and ‘7 Habits of...

24 Dec 2024123: Meet Lawyerist CEO Stephanie Everett – Creating Scalable Law Firms00:37:00

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...
30 Apr 2024EP089: Revolutionizing Medical Record Access with George Bessenyei, Founder of YoCierge00:34:39

On today’s episode host Jay Berkowitz has lined up an intriguing conversation with George Bessenyei, founder and CEO of YoCierge, a trailblazing company in the medical record retrieval industry. Specializing in serving law firms, George brings a wealth of knowledge from his experiences in building significant connections with hospitals and health systems. Sharing insights on overcoming industry challenges, the innovative technologies his company utilizes, and how they're integrating with case management systems to streamline processes for their clients. George will also touch on a potential game-changer in health data space — the move towards a single sign-on solution for patient consent forms.

Get ready for a deep dive into the complexities and technological advancements that are shaping the future of medical record retrieval. Stay tuned!

Key Topics

  • 02:21 Frustration with repetitive medical paperwork and solutions.
  • 16:59 Hybrid approach to managing electronic and billing records.
  • 19:43 Data analytics system for medical records market.
  • 21:06 Flexible integration adapts to your system seamlessly.
  • 24:18 Medical expense table analyzes patient billing records.
  • 30:00 Use MicroDicom Viewer for medical record discs.

About George Bessenyei:

Before launching YoCierge, George accrued over two decades of experience advising law firms, insurance companies, and banks on technology advancements in both the U.S. and Switzerland. Trained as a computer programmer, his career has been dedicated to leveraging cutting-edge technologies to streamline business processes.

Prior to establishing YoCierge, George spearheaded several ventures in hardware and software technology tailored for professional service providers.

George holds an MBA from Oxford and is certified in various information security and HIPAA-related disciplines. He also shares his expertise by instructing attorneys on information security and HIPAA compliance through the company's Continuing Legal Education (CLE) courses.

Residing in Wayne, PA, George enjoys family life with his wife and two daughters.

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

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11 Jun 2024EP095: Charley Mann’s $500K Referral Playbook – Transforming Your Law Practice Through Partnerships01:16:09

Join us as I sit down with Charley Mann the mastermind behind $500K Referral Playbook - Transforming Your Law Practice Through Partnerships to uncover the secrets behind building a thriving referral network for law firms. Charley shares his three-pronged referral playbook, emphasizing the power of networking through regular meetups, monthly mailers, and weekly emails. We delve into practical strategies for enhancing your legal practice, including the importance of physical mail, building connections with community leaders, and consistent content creation.

We also explore how successful attorneys like Ben Crump and Gloria Allred leverage their celebrity status, the value of disciplined networking, and innovative VIP box strategies for client referrals. Whether you're looking to elevate your practice or gain insights into effective content distribution, this episode offers actionable advice to help you transform your law firm through strategic partnerships. It is time for you to master the referral engine and make meaningful connections within the legal community.

Key Topics

  • 01:07 Jay shares his personal story of a car accident and its relevance to marketing for law firms.
  • 05:18 The true importance of having a consistent referral engine in place, including regular communication and social media presence, and how to stay top of mind with clients and potential referrals.
  • 07:31 How Ten Golden Rules created their VIP boxes.
  • 10:19 The benefits of BNI for both young and established attorneys. 
  • 15:23 The four stages of value creation; getting paid for what you do, what you know, who you know, and getting paid for who you are. (There are only three here listed)
  • 26:04 Discover the benefits of moving to a monthly mailer instead of weekly emails. 
  • 31:22 Networking with competing attorneys, related professionals, and community leaders to secure referrals.
  • 34:55 How in-person meetups can increase kinetic energy and build stronger relationships.
  • 36:36 Create content for your emails that focus on one core idea to help maintain engagement. 
  • 46:06 Building relationships through podcasts, webinars, and email newsletters can lead to more meetups and opportunities for collaboration.
  • 50:40 Publishing content on social media platforms to increase their visibility and reach a wider audience.
  • 1:01:47 The importance of measuring processes to achieve outcomes.
  • 1:12:23 Charley teases a new business venture related to email marketing.

Resources Mentioned

1. **Website:**

   - http://lawfirmalchemy.com/ - Visitors can access resources and Charley Mann's referral playbook.

2. **Other Mentions:**

   - **Business Network International (BNI) https://www.bni.com/ ** Mentioned as a successful local networking group.

About Charley Mann:

Charley Mann's journey in the legal profession began not as a lawyer, but in marketing, where he mastered the art of building and growing high-profit law firms. As president and lead coach for Great Legal Marketing, he honed his skills before founding Law Firm Alchemy, where he now coaches a select group of law firm owners to achieve 2X-5X growth and develop as leaders. Charley also publishes market-leading courses on growth tools specifically designed for law firms. With over 13 years of experience working exclusively with law firms, he has gained deep insights and identified key patterns in their success. His expertise has made him a sought-after coach and mentor in the legal industry.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with

12 Sep 2023EP056: Discover How Solo PI Attorney Bryan Garrett New Cases Up 395%01:03:01

In this episode, we uncover all the secrets that have taken solo PI attorney, Bryan Garrett, from 5-6 car accident cases a month to over 45 cases a month using Local Service Ads (Google Screened), SEO and social media. Join our host Jay Berkowitz, Founder of internet marketing firm Ten Golden Rules, as he breaks down the strategies and best practices that helped Bryan to achieve over 395% growth, increases in website conversions, 300,000 video views, and successfully ranking at the top of Google. They’ll discuss what makes a good lead, garnering client reviews, the importance of communication with clients, and how Google has changed his business.

● 0:25 - Introduction

● 2:25 - Bryan Garrett introduction

● 7:05 - Becoming a trial lawyer

● 11:05 - Garnering leads from Google Screened

● 20:33 - “What gets measured gets attention and improves”

● 25:03 - How to get clients to leave reviews

● 32:51 - The value of YouTube videos

● 40:28 - Tapping into SEO

● 55:02 - Tips for getting videos to go viral

● 58:19 - How to get more client calls and what to do with them

Mentioned Resources:

Youtube Video: Webinar with Bryan Garrett: Case Study - Solo PI Attorney signs 45 Auto Cases

Bryan Garrett Website:

https://bgarrettlaw.com/

Ten Golden Rules

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

About Bryan Garrett:

Bryan Garrett is a solo attorney specializing in personal injury law with over 15 years in the field. Accompanied by an impressive academic background with a JD with honors from the University of Oklahoma, Bryan is a proud member of the Oklahoma Bar and the Trial Lawyers Association. Though he’s not just any lawyer, he’s a Super Lawyer– a title that’s not given but earned through the praise of his legal peers.

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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

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!

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14 Jan 2025126: Law Firm Profitability and Business Process with Mark Khazanovich from KORE Accounting Solutions00:34:27

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...
30 Jul 2024EP102: The Human Side of Law: Enhancing Culture and Well-being with Jeff Nischwitz00:44:27

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:

31 Dec 2024124: How to Create Your Annual Business and Marketing Plan – The 2025 Playbook for Law Firms00:51:41

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...
09 Jan 2025125: Streamlining Law Firm Accounts Receivable with Matt Darner from Collbox00:32:05

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...
23 Jan 2024EP075: Utilizing Case Management Software to Triple Your Revenue with Lead Docket’s Joshua Hostilo00:27:52

Join your host Jay Berkowitz as he sits down with Josh Hostilo, Product Owner for Lead Docket at Filevine, to discuss the benefits of utilizing a case management system at your law firm. Tune in as Josh uncovers Lead Docket’s riveting technology and the importance of tracking metrics. Plus, he shares exactly how he tripled a law firm’s revenue and helped them go from 3 to 13 offices in the 7 years he was there. You’ll walk away with actionable insights to improve your marketing strategy and get the most out of your case management software– don’t miss out!

Timestamps:

06 Feb 2024EP077: Riches in the Niches: How Dave Thomas Builds Law Tigers’ Business in the Motorcycle Accident Niche – Live from NTL00:27:05

This episode is all about marketing and how your law firm can benefit from a killer strategy! Join your host, Jay Berkowitz, as he interviews Law Tigers Senior Vice President of Growth & Business Development, Dave Thomas, live from the 2024 National Trial Lawyers Summit. Tune in to learn how Dave helped Law Tigers’ business excel by niching down, the importance of developing relationships to grow your firm, and some of his top tips in marketing and business development for personal injury lawyers. 

Timestamps:

  • 00:00 - “Marketing’s like a first date. If you talk all about yourself on the first date, there won’t be a second one. And that’s the same thing in marketing, you know, so make it less about you and more about your audience” - Dave Thomas
  • 00:18 - Introduction to Ten Golden Rules podcast
  • 00:39 - Introduction to Dave Thomas Live from National Trial Lawyers Summit 2024
  • 01:47 - A look into Dave’s career path
  • 03:11 - Who can benefit from Law Tigers?
  • 03:58 - Law Tiger lawyer: Paul Hernandez, Partner, Kalfus & Nachman
  • 08:38 - The importance of the Sturgis Motorcycle Rally for the legal industry
  • 10:44 - Challenges of marketing in South Florida + the importance of relational marketing
  • 12:34 - Dave’s top marketing tips for lawyers
  • 14:14 - Business development strategies for law firms: making connections and establishing relationships
  • 16:02 - The Motorcycle Accident Summit: Law Tigers and National Trial Lawyers team up on March 4-7, 2024  
  • 17:43 - April 25-26, 2024: TGR Live! Growth Strategies for Law Firms with Dr. Cain Elliott, Justin Lovely, Dave Thomas, and more
  • 18:27 - Riches to Niches: niching down for maximum success
  • 21:11 - Focusing on the 4 parts of Google: Local Service Ads, Google Maps, SEO and Pay-per-click
  • 22:42 - Check out episodes with Gary Vaynerchuk, Tim Westergren, Craig Newmark and more!
  • 23:00 - Dave’s favorite productivity tools: HubSpot, Salesforce, Linkedin, Instagram, Twitter, Facebook
  • 23:40 - Dave’s average week on LinkedIn
  • 24:44 - Podcast and book...
04 Jun 2024EP094: From UN Refugee Camps to Law Firms: Vanessa Shaw’s Unique Empowerment for Women in The Legal Profession00:44:23

Today, I’m thrilled to have Vanessa Shaw from Business Growth Academy on the show. Vanessa brings a wealth of experience, including a 21-year career with the United Nations and a shift into life coaching and business development.

In this episode, Vanessa and I dive deep into the art of targeting "champagne clients" for higher-quality engagements and the crucial role of building lasting relationships within your niche. She shares a moving story from her UN days and how those skills now benefit law firm coaching. We also touch on her pioneering virtual coaching programs, challenges faced by women attorneys, and the importance of financial empowerment. 

Don't miss Vanessa's insights on attracting high-quality clients, building strong business relationships, and the 3 big rocks rule for productivity. For more game-changing content, check out the full episode and hit subscribe. Stay ambitious!

Key Topics

  • 02:18 Vanessa’s work in the United Nations High Commissioner for Refugees, scheduling airlifts and teaching governments about asylum and refugee law.
  • 05:49 Reinventing herself as a life coach after 9 years as a stay-at-home mom and creates the first major virtual coaching program inside a major law firm.
  • 12:35 Insights from her experience at the UN, including diplomacy and cultural competency. 
  • 17:32 Gender differences in leadership roles and perceptions of ambition, highlighting that women in law firms face unique challenges related to programming, mindset, and finances. Vanessa developed a program to address the lack of emotional intelligence and soft skills among women attorneys.
  • 22:40 The gender pay gap and lack of representation in law firms, emphasizing the need for role models and change.
  • 24:28 The importance of personal development and business development for women attorneys. Emphasizes the holistic approach to coaching, covering mindset, finance, HR, and skills.
  • 27:46 How eliminating tolerations led to a more simplified and profitable medical practice.
  • 31:47 Attorneys should focus on a specific niche to command higher fees and attract better clients.
  • 38:42 The "rule of three" for managing tasks and avoiding overwhelm.

Resources Mentioned

Books:

1. **Eat That Frog** by Brian Tracy

2. **The Big Leap** by Gay Hendricks

Apps & Tools:

1. **Oak Journal** - https://oakjournal.com/ 

Websites:

1. **https://businessgrowthacademy.com/ ** - Vanessa Shaw's Website 

Podcasts:

1. **"Diary of a CEO"** - https://www.youtube.com/@thediaryofaceo 

2. **"Get Rich Without Being a Bitch"** - https://businessgrowthacademy.com/podcast/ - Vanessa Shaw's Podcast


About Vanessa Shaw:

Vanessa Shaw is an internationally recognized Business Success Coach and the visionary behind The Business Growth Academy, dedicated to turning entrepreneurial dreams into reality. Her passion for entrepreneurship and freedom led her to create an academy that helps professionals, including attorneys, healthcare providers, financial experts, and marketers, to break the 7-figure ceiling and make a significant impact. With her team of dedicated professionals, Vanessa utilizes proven growth strategies, smart business tools, expert support, and direct accountability to help clients achieve remarkable results, such as doubling their growth in 100 days, enjoying worry-free vacations, and becoming the primary breadwinner...

15 Apr 2025139: Hona Co-Founder Manny Griffiths on Creating Happy Clients for Law Firms with Technology and Automation00:37:32

Too many law firms lose trust not because of bad results—but because clients feel left in the dark. In this episode, Manny Griffiths, Co-Founder and CEO of Hona, reveals how law firms can solve the #1 bar complaint—lack of communication—by using smart, automated technology to keep clients consistently informed. Manny shares the story behind Hona’s development, how it enhances the client experience from intake to resolution, and why personalized, timely messaging gives modern firms a competitive edge. You’ll also hear simple, high-impact ways to boost client retention, intake conversions, and operational efficiency—all without adding to your team’s workload.

Key Topics

[02:51] How an early plan to attend law school shifted into launching a legal tech company focused on client engagement.

[03:50] What client communication platforms like Hona can handle—and why firms are adopting them for case updates.

[04:59] How intake processes can be enhanced through pre-case tech touchpoints that help introduce the firm’s brand.

[06:05] Why firms are moving beyond just texting and e-signatures to differentiate themselves in intake.

[06:48] How branded client portals create a stronger first impression and improve conversion during the decision stage.

[08:00] What makes some practice areas ideal for automated communication systems and how case length affects value.

[09:05] How tech-enabled messaging helps reduce client anxiety and addresses the most common bar complaint.

[10:00] How “drip notifications” can keep clients informed without increasing the workload on attorneys.

[11:06] What’s often missing from client follow-up after a case closes and why that matters for referrals.

[12:02] How personal experience with PI attorneys led to ideas for better long-term client engagement.

[13:08] Why small emotional details from clients can significantly improve demand letters and case outcomes.

[14:03] What recurring surveys can reveal about pain, impact, and missed life events that matter for case value.

[15:05] How firms can customize update triggers and video content based on stages in their CMS system.

[16:09] What the client experience looks like inside the Hona app—and how it centralizes communication.

[17:01] How calendar syncing and reminders for events like depositions can improve show-up rates and preparation.

[18:06] What short-form video is doing to improve understanding and retention during the legal process.

[19:02] Why tools like Loom are gaining traction for quick delegation and personal connection through video.

[20:05] How asynchronous video helps automate education and frees attorneys from repeated explanations.

[21:00] What sets high-performing firms apart when it comes to advanced communication strategy.

[23:04] Why growth-focused firms are focusing inward—improving processes instead of just adding more marketing.

[23:59] What chatbots can uncover about client behavior—and how firms are leveraging them for better follow-up.

[25:01] How collecting a cell number first changes the firm’s ability to convert a distracted website visitor.

[26:06] What role texting plays in modern client communication and why it’s becoming more central than email.

[27:03] How a centralized SMS system avoids compliance risks and improves visibility across the team.

[28:09] How intake platforms that integrate SMS are helping firms convert leads faster without more manual work.

[29:32] Where legal tech is heading—and what firms can do today to improve both the client journey and their own efficiency.

Resources Mentioned

Books

17 Sep 2024EP109: Live Case Study — How a Small Law Firm Signed 62 New Clients with Steven Goldstein01:16:36

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...
15 Oct 2024113: LegalSoft’s Adam Reiman on Transforming Legal Intake, Law Firm Growth and Client Conversion00:45:18

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:

28 Jan 2025128: Ivy Slater on The Art of Law Firm Leadership and Succession Planning00:38:53

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:


Podcasts:


Productivity Tools:

  • CRM Systems – For managing client relationships.
  • Calendars – Essential for task and relationship management.


About Guest:

Ivy Slater is the CEO of...

02 Jul 2024EP098: Dr. Jean The Results Queen – Law Firm Management Strategies with Dr. Jean Oursler00:43:21

This week, I had the pleasure of interviewing Dr. Jean The Results Queen, Dr. Jean Oursler, founder of Caveman Brain. With over 24 years of experience in operations, sales, marketing, and finance, Dr. Oursler brings a wealth of knowledge to our discussion about coaching law firms.

Dr. Oursler is also an EOS (Entrepreneurial Operating System) Implementer, and she explains how EOS enhances productivity, accountability, and communication within legal practices. She shares compelling success stories, including a managing partner who saw significant improvements in meeting productivity and task completion through EOS. She lays out four essential building blocks for improving sales, particularly for personal injury attorneys, and stresses the importance of deeply understanding your target audience.

We discuss the significance of setting achievable goals, the concept of "brain junk" or mental clutter, and the myriad benefits of EOS. Dr. Oursler shares her journey of transitioning her business from a traveling consultancy to an online venture, highlighting the importance of aligning marketing and business development strategies.

It's an engaging and informative discussion that you won't want to miss.

Key Topics

  • 02:28 Dr. Jean Oursler shares her background and how she got to where she is today from theater major to advertising executive to HR consultant, now a 24-year consulting veteran.
  • 03:34 How creating her own role in a family-owned business lead to her later starting her own consulting firm.
  • 05:28 Pivoting from in-person to online consulting.
  • 06:22 Recognizing lawyers need new business development skills, but no one teaches them. They are good at asking questions but need to change their mindset for marketing.
  • 08:20 Sharing her four-phase process, a circle. Alignment, Accountability, Expansion, and Brain Junk.
  • 09:05 Creating an avatar for your ideal client to understand their needs, pain points, and values. 
  • 11:05 Identifying the best client avatar by analyzing their fears and desires you are able to solve those fears
  • 13:08 Emphasizing the importance of picking a niche and sticking with it for marketing efforts and attracting the right clients.
  • 15:04 Holding yourself accountable for writing what you want to do for new business development
  • 18:49 The concept of "brain junk" and how it can hold individuals back in their personal and professional lives.
  • 20:42 The importance of setting quarterly goals for law firms to achieve success. Your B-HAG (big, hairy, audacious goals)
  • 22:34 The need to set specific, measurable, and achievable goals, and to prioritize them to maximize progress.
  • 23:45 Getting 95% of their priorities done, but celebrating that achievement.
  • 26:14 The importance of identifying and overcoming psychological barriers to success.
  • 27:03 Jay’s experience with EOS and the impact on his company.
  • 29:04 How EOS for law firms can improve operations and increase profitability.
  • 30:00 How the most successful lawyers realize they're running a business, not just a practice, and EOS provides a framework for doing so.
  • 32:56 Visionaries need to step back to allow others to take accountability and leadership roles.
  • 34:24 Dr. Jean's passion for EOS stems from its ability to help entrepreneurs balance visionary and integrator roles.
  • 35:42 Successful law firms on EOS have clear roles, accountability, and measurable goals.
  • 38:16 Using EOS to help clear those long to-do lists and prioritize tasks.
  • 39:17 A look at the apps Dr. Jean uses – Otter and 90 i0

Resources Mentioned

*Books*

17 Dec 2024122: Chris Ronzio from Trainual on Transforming Training, New Employee Onboarding and Processes for Scalable Success00:48:34

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...
25 Mar 2025136: How Yener Benaroya of Virtual Latinos Helps Law Firms Scale with Virtual Professionals00:33:51

Delegation isn't just about offloading tasks—it’s the secret to scaling a law firm without sacrificing quality or control. I sat down with Yener Benaroya, Chief Business Development Officer at Virtual Latinos, to discuss how law firms can leverage nearshore talent, streamline processes, and build a more efficient team. Yener shares insights on hiring virtual professionals, overcoming delegation fears, and optimizing business systems for long-term success. Whether you’re looking to free up your time, improve client service, or reduce costs, this conversation will help you take the next step toward smarter law firm management.

Key Topics

[03:46] How Yener’s background in business development and remote staffing led him to Virtual Latinos.

[05:05] The difference between nearshoring and offshoring and why nearshore hiring is growing.

[06:30] How Latin American virtual professionals can fill legal assistant and paralegal roles.

[08:05] The cost savings and efficiency advantages of hiring remote legal staff.

[09:40] Why most law firms prioritize English fluency over bilingual capabilities.

[11:25] The most in-demand virtual roles in the legal industry, from intake specialists to case managers.

[12:50] Why social media management and marketing roles are increasingly being outsourced.

[14:25] The power of automation in legal practices and the importance of structured workflows.

[15:50] Why systems and processes are the foundation for successfully managing remote teams.

[17:25] How to build a structured intake process that improves client satisfaction and efficiency.

[18:45] The common mistakes law firms make when hiring virtual assistants.

[20:15] How to ensure accountability and communication when managing remote employees.

[21:50] Why law firms that embrace systems and delegation scale faster than their competitors.

[23:40] The importance of shifting your mindset from expense-based hiring to investment-based hiring.

[25:05] How to transition from one or two virtual professionals to a fully integrated remote team.

[26:45] The key differences between cultural work styles in Latin America, the Philippines, and India.

[28:15] Why law firms should use case management software before expanding their teams.

[29:50] Best practices for implementing KPIs and tracking law firm productivity.

[31:35] Yener’s favorite productivity hacks and time management strategies for busy professionals.


Resources Mentioned

Books


Apps & Technologies:

  • Google Drive – For organizing SOPs and business documentation.
  • Calendly – Automating scheduling and time blocking.
  • Telegram & WhatsApp – Preferred platforms for business communication.
  • ChatGPT – Used for workflow automation and brainstorming.

Podcasts:

  • Simon Sinek - A Bit of Optimism -
28 May 2024EP093: Building a Sellable Law Firm: Brooke Lively – Author of “Exit on Top”00:18:06

Today guest Brooke Lively and I were able to have a live interview at the PILMMA conference in New Orleans. Brooke is the author of the book "Exit on Top," and she shares valuable insights on preparing law firms for sale or successful exit strategies. Brooke, a fractional CFO and EOS implementer, highlights the importance of building a law firm that can thrive independently of its owner. Through real-life examples and expert advice, listeners will gain a deeper understanding of creating a law firm that is attractive to buyers, maximizes profits, and runs efficiently. Brooke brought her knowledge and expertise to her father and brother's law firm, ultimately leading them to fall in love with the law firm again, not selling it as initially planned.

Tune in to learn about the key principles of business preparation and how to position your law firm for a successful future.

Key Topics

  • 02:56 A look at Brooke’s book "Exit on Top" and the importance of preparing law firms for sale.
  • 04:33 The importance of firms not depending on owner's name or image.
  • 05:45 The purpose of delegating tasks to build a sustainable business model.
  • 08:35 Discussing non-attorney ownership of law firms and preparing for baby boomer retirement.
  • 11:33 Valuable insights on transferring ownership of a successful business without triggering tax events.
  • 13:20 The importance of starting conversations with CPA and other professionals to prepare for a smooth transition.
  • 14:39 A dive into EOS (Entrepreneurial Operating System) and its implementation in their digital marketing agency.
  • 15:50 Brooke highlights the importance of technology, particularly Excel and Power BI, for personal productivity in their company and managing multiple sources of data and visualizing it for easy consumption.

Resources Mentioned

**Books**


**App**


**Websites**


**Blogs/Websites**


About Brooke Lively:

Brooke Lively is the CEO and founder of Cathedral Capital, a team of CFOs and profitability strategists who help entrepreneurs turn their businesses into profitable companies. She and her team work with Hall of Famers, INC 5000 businesses, CEOs, and Entrepreneurial Small Business Owners.

With expertise in growth management, creative problem solving and profitability strategy, Brooke has been named one of the ‘Top 25 Women to Watch,’ ‘Fort Worth’s 2016 CFO of the Year’ and is a highly regarded international speaker and author. Brooke has been featured in international media including CNBC, Forbes, Fort Worth Business Journal, Diversity Journal, and Attorney at Work.

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...

10 Sep 2024EP108: GLM – The Great Legal Marketing Conference, Grassroots Marketing and Masterminds with Attorney Brian Glass00:46:03

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...
02 Jan 2024EP072: Finding the Joy in Law Firm Finance with CFO Leah Miller00:27:31

Get ahead of your Law Firm Finances!! In this episode, host Jay Berkowitz is joined by financial expert Leah Miller, Founder of LNM Financial Services, to discuss the importance of managing your law firm's finances through successful best practices. Uncover the most common financial mistakes you can make at your law firm, the top 3 core principles for managing your trust account, and the importance of forecasting cash flow. After listening to this episode, you’ll find the joy in accounting; tune in today!

Timestamps:

  • 00:04 - Introduction to Ten Golden Rules podcast
  • 00:26 - Intro to Leah Miller, Founder and CEO of LNM Finacial Services
  • 01:36 - From paralegal, to law firm manager, to CFO; Leah’s journey through the legal industry
  • 02:57 - Recognizing a need for fractional CFO services in small businesses
  • 03:43 - Common financial mistakes + solutions for law firms
  • 05:15 - Top 3 core principles to master your trust account: utilizing QuickBooks, 3-way reconciliation, putting the right people in place
  • 06:39 - Three-way-reconciliation: what you need to understand
  • 08:15 - The importance of having a bookkeeper for your law firm
  • 10:07 - The positive impact of managing and forecasting cash flow 
  • 11:54 - Projecting cashflow in a robust Personal Injury Law Practice
  • 13:51 - Finding joy in accounting: discovering goals, educating clients, using the KISS method
  • 15:46 - Getting to know Leah on a personal level
  • 17:33 - Career pivots and lessons learned in the legal field: Paralegal turned CFO
  • 20:02 - Jay’s career journey: finding a passion for 
  • 22:03 - Leah’s top personal productivity tools: Asana, iPhone Notes app
  • 22:53 - Book recommendations: Profit First, Charley Mann’s ‘They Don’t Teach This in Law School’
  • 26:29 - Getting in touch with Leah: LinkedIn and lnmfinancial.com

Book + Podcast Recommendations:

09 Apr 2024EP086: The Power of Law Firm Masterminds with Ken Hardison, Craig Goldenfarb and Adam Rossen00:31:52

We’re delving into the value of masterminds with 3 leading experts PILMMA’s Ken Hardison, Craig Goldenfarb and Adam Rossen, with your host Jay Berkowitz. This podcast shares the audio recording from our live streaming webinar, we have a 2-part episode the next 2 weeks with all stars from the legal mastermind community.

Craig Goldenfarb shares his journey of learning and growth, setting the stage for understanding the true power of collaborative knowledge in law firm leadership.

We'll talk about the benefits of each platform—whether you're just starting or looking for that next level of growth—and Craig gives us a preview of his seminar designed to reimagine the way law firms operate.

This is a can’t-miss episode for anyone invested in the growth and success of law practice through the lens of peer-to-peer mentoring and continuous learning. Let's get started!

Book your FREE strategy session with Ten Golden Rules:

https://calendly.com/jay-tengoldenrules/strategy-session?month=2024-04

Key Topics

  • 06:03 Successful individuals mastermind for accelerated personal growth.
  • 12:30 Craig Goldenfarb - Attorney turned CEO of Florida law firm.
  • 20:46 Legal specialist seeks cases, embraces lifelong learning.
  • 22:43 Join masterminds at your level for support.
  • 24:27 Mastermind allows flexible, open-ended agenda for discussions.
  • 26:36 Masterminds are powerful for accelerating business success.

About Craig Goldenfarb: 

Craig Goldenfarb’s firm has recovered over $1 billion for its clients, and he gives back to the legal community with a premier event: 7 Figure Attorney Summit.

Attorneys who connect with Goldenfarb and his events learn the secret formulas for profitable law firm success, from individual contributors to the executive team. 

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.

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01 Oct 2024111: Adam Rossen’s YouTube Blueprint – Growing a Criminal Defense Law Firm00:46:41

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:

07 Nov 2023EP064: Law Firm Leadership & Culture with Bills Biggs00:47:32

“Love your team, love your people, and demand high performance,” a motto that leadership expert, Bill Biggs, stands by. In this episode, join host Jay Berkowitz for an action-packed conversation with special guest, Bill Biggs, as they discuss strategies for increasing case value through organizational design. Uncover the secret formula to assembling the perfect team, including the strategy Bill used to grow a law firm’s revenue an astonishing twelve-fold in just ten years. A renowned speaker at prestigious events like the Great Legal Marketing Summit and host of the Vista Law Firm Leadership Summit, Bill touches on the five essential components of organizational design that your company’s growth should rely on. You won’t want to miss this, tune in today!

Timestamps:

  • 1:47 - Speaking at the Great Legal Marketing Summit and hosting the Vista Law firm Leadership Summit
  • 3:55 - Increasing case value through attorney talent and reputation
  • 7:35 - The importance of maintaining attorney-client contact
  • 10:03 - Hiring and team-building strategies for success: “Love your team, love your people, and demand high performance.” 
  • 11:23 - The secret formula to hiring the best team 
  • 16:06 - Emotional and relational connections for committed employees
  • 17:59 - Being a true believer in your clients 
  • 19:30 - Fighting for You: A case study on Stephen Schwartzapfel
  • 20:21 - Ownership mentality and defining culture in organizational design
  • 24:37 - Using EOS (Entrepreneurial Operating System) to develop your org chart
  • 28:24 - Selecting the right people for the right processes using standard operating procedures
  • 30:15 - Leadership development and a company growth plan–what you need to know
  • 34:47 - Knowledgeable experts: John Maxwell, Simon Sinek, amd Jim Collins
  • 35:24 - Business planning and maintenance: Andy Bailey and Verne Harnish
  • 38:49 - Don’t be a ‘country club attorney’!
  • 41:42 - The 3 beliefs: purpose, each other, and clients
  • 42:05 - Getting to know Bill Biggs on a personal level
  • 43:36 - Personal productivity tools: Google Docs, Google Sheets, and Apple Airtags
  • 45:39 - Podcast recommendations from a leadership expert

Mentioned Resources:

05 Sep 2023EP055: Rainmakers’ Blueprint: Master Strategies from an Elite Legal Networker00:34:08

In this episode we sit down with Master Rainmaker - attorney Howard Rubin, who has built his business at the law firm Goetz Fitzpatrick LLP through relationship strategies. Join our host, Jay Berkowitz, as he sits down with Mr. Rubin, to explore his secrets for “rainmaking”. According to the Merriam-Webster dictionary, a Rainmaker is a person (such as a partner in a law firm) who brings in new business. 

Howard shares his wisdom on how a simple act of kindness can lead to unexpected business opportunities. He also illustrates how understanding your clients and leveraging your connections can be game-changers for budding lawyers, emphasizing the importance of likeability, fairness, and openness in building professional relationships. Diving into the realm of Ai, Jay sheds light on how this technology can help you stand out in today's competitive landscape. From personal branding to confidence and a go-getter attitude, they cover all the facets of networking success. Tune in to this engaging episode to master the art of networking and lay the foundation for a flourishing legal business."

About Howard Rubin:

Howard Rubin is a seasoned legal professional with nearly three decades of experience. Based in New York City he represents some of the nation's leading restaurants and restaurant groups, he is a General Outside Counsel to construction companies with annual revenues up to $150 million per annum, he represents leading commercial real estate brokerage companies in New York and he is the President of the Herbert M. Citrin Charitable Foundation

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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

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

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Leave us an Apple Podcasts 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.

05 Mar 2024EP081: Crack the Code: The Secrets for Top 3 Google Screened LSA (Local Service Ads)00:48:24

Today, we Crack the Code - the secret code for ranking in the Top 3 of Google Screened Local Service Ads (LSAs). We'll reveal strategies used to generate cases for successful firms like Scott Leaser and Steven Goldstein and we’ll share the 6 key factors that will influence your rankings.

Also, you’ll learn about new speakers added for our upcoming conference April 25-26 TGR Live! Growth Strategies for LawFirms.

So join us as we share the tools and tactics to give your firm the digital edge it deserves!

Key Topics

  • 00:00 Cracking Google's local service ads algorithm and revealing the secret algorithm
  • 09:10 Announcing an upcoming law firm growth strategies event in Boca Raton, Florida
  • 16:51 Emphasizing the importance of answering calls quickly in Google screen optimization
  • 22:18 Suggesting SEO strategies for personal injury lawyers like adding photos and service areas
  • 23:30 Cracking the code for Google screened results and sharing success stories
  • 46:40 New LSAs in competitive PI market may see leads in 4-6 weeks after approval, with initial testers from Google. Positive response yields increased calls.

https://www.tengoldenrules.com/free_ebook_google_screened/

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. 

31 Oct 2023EP063: Artificial Intelligence with Dr. Cain Elliott, Filevine’s Ai Futurist00:29:24

Have you noticed the increasing buzz for artificial intelligence (Ai)? In this episode, join host Jay Berkowitz in a fascinating conversation with Filevine’s head legal futurist, Dr. Cain Elliot. Discover the incredible Ai tools that can supercharge personal productivity, and gain valuable insights into the innovative law firm productivity products Filevine has recently launched. Plus, learn about Dr. Cain’s personal passion project, an Ai solution for immigration attorneys. Stay tuned to get to know Dr. Cain on a personal level, including business books that have shaped his journey, his favorite apps and productivity tools, his go-to videos, and his podcast recommendations. 

Timestamps:

  • 0:35 - The Great Legal Marketing Summit with Dr. Cain Elliot
  • 1:23 - Ai case management tool, Filevine
  • 2:26 - Beginning with the basics: what is artificial intelligence?
  • 4:40 - Hacking Google’s suggestive search
  • 8:25 - Differentiating between artificial intelligence tools and products
  • 10:43 - Ai tools for personal productivity: Google Workspace & Zoom
  • 14:01 - Your one-stop Ai-powered legal tool
  • 16:40 -  Ai in immigration law
  • 19:07 - A multimodal approach
  • 20:27 - Hobbies and productivity apps: Filevine, Discord, Slack, MIM
  • 23:57 - Utilizing resources for information: Notion, YouTube, and Geoffrey Hinton
  • 25:27 - Must-read business books
  • 27:12 - Connect with Dr. Cain Elliot

Mentioned Resources:  

29 Oct 2024115: 16 Million Views on YouTube – Attorney Jeff Hampton’s Guide to Growing Your Law Firm with Video00:52:42

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...
28 Nov 2023EP067: Law Firm Security and How to Prevent Ransomware Attacks with IT Expert Michael Coopersmith00:38:14

This podcast episode features a discussion between Jay Berkowitz and guest, Michael Coopersmith from Integrated Technology Systems, about Law Firm technology best practices and cybersecurity. Michael, an IT veteran in the legal sector, shares his experience and how it has evolved from simply keeping technologies running to securing them from ransomware attacks. The talk emphasizes the importance of staff training on cybersecurity, making informed choices on safe applications to use, and migrating to cloud-based systems. The host and guest both share their favorite business books, with Coopersmith suggesting 'The E Myth: Why Most Small Businesses Don't Work and What to Do About It' and the host praising 'Traction: Get a Grip on Your Business.'

Timestamps

  • 00:03 - Introduction and Guest Welcome: Michael Coopersmith, CEO of ITS NYC
  • 00:38 - Michael’s background + what led him to specialize in the legal space
  • 01:20 - Importance of Cybersecurity in Law Firms
  • 02:05 - Understanding Ransomware Attacks
  • 05:11 - Preventing Data Breaches and Ensuring Safety
  • 05:24 - Importance of Cyber Training
  • 07:18 - Dangers of Free Software and Data Protection
  • 09:26 - Best Practices for Law Firms in the Cloud
  • 12:07 - Setting Up a Law Firm: Essential Components
  • 19:34 - Personal Interests and Hobbies
  • 23:05 - Recommended Business Books and Resources: E Myth by Michael Gerber
  • 31:26 - Implementing the Entrepreneurial Operating System (EOS)
  • 36:39 - Contact Information and Closing Remarks

Mentioned Resources:


About Michael Coopersmith:

Michael Coopersmith has been a tech enthusiast since he started assembling stereo components and programming on the

16 Jul 2024EP100: The 6 Parts of Google to Rank Your Law Firm01:06:54

In this special 100th episode I share our recent webinar, How to Rank Your Law Firm in All 6 Parts of Google - diving into the leading strategies for law firms to gain Google rankings. From the new Google Ai search results and getting in the Top 3 for Google Screened - Local Service Ads (LSAs) to the power of free ranking in Google Maps and SEO, we leave no stone unturned. We'll explore key performance indicators, strategies for handling Google Maps rankings, and the critical need for websites to have chat and a text function. 

I also share insights on optimizing Google rankings and local SEO for businesses, emphasizing the importance of creating informative content, answering questions, and utilizing YouTube and Google Ads. Additionally, I'll discuss the significance of optimizing SEO for question and answer content and managing online reputation. Creating well-researched and authentic content that resonates with the audience and improving Google Maps rankings for local service ads are also highlighted. You'll discover practical tips and examples to help businesses improve their search rankings and online presence.

Stay tuned to learn the secret algorithm for top placements on Google and actionable strategies from one of the best minds in internet marketing. 

Don't forget to hit subscribe and visit the 10 Golden Rules YouTube channel for more tips!

Key Topics

  • 03:01 - The importance of ranking on all 6 parts of Google, including Local Service Ads, Search PPC, AI Search, Google Maps, and SEO.
  • 03:45 Revealing the Mystery part of Google that's super important for search rank through examples and downloadable secret algorithm.
  • 07:00 Insights on internet marketing for law firms, highlighting from our own company's success with clients across the US.
  • 08:41 A mini case study with Brian Garrett, a solo personal injury attorney from Oklahoma City, who improved his SEO and local search rankings.
  • 09:30 Google's AI advancements, showing examples of AI-powered search results.
  • 10:10 How Google is demoting some websites in favor of AI-generated content, creating opportunities for listed sites.
  • 11:12 The importance of helpful content and answering questions to rank in Google's AI-powered listings.
  • 11:50 The use of videos and blogs to improve website SEO.
  • 14:01 SEO strategies for AI-powered search engines.
  • 17:50 The importance of mobile search, as over 60-70% of searches are now done on mobile devices.
  • 18:26 Creating significant leads and sign-ups through local service ads campaigns, with some clients signing up over 275 new clients in a year.
  • 20:28 The importance of promptly answering calls from local service ads program to avoid missing critical leads.
  • 21:45 How a secret algorithm prioritizes bidding mode to maximize leads, with the back end of the program being crucial for designating good leads.
  • 23:08 Google review strategy for law firms, emphasizing the importance of proximity and consistency in Google Maps listings.
  • 24:15 The "multi locations" strategy - multiple locations can optimize their Google Maps listings and local service ads for each location.
  • 25:09 How Local Service Ads and Google Maps are crucial for law firms.
  • 28:19 Google reviews, their importance and local optimization for personal injury lawyers.
  • 29:08 Using the Google Maps widget on a website to improve SEO and make it easy for clients to find the law firm.
  • 31:24 SEO strategies for improving search engine rankings.
  • 32:51 Simplifying SEO factors to "ABCs" of website architecture, speed, and performance.
  • 34:34 The value of high-quality, influential links from important sites and publications.
  • 37:48 The value of testing different ad copy and variants in Pay Per Click campaigns.
  • 40:28 YouTube SEO and PPC...
12 Mar 2024EP082: From Attorney to Quality Legal Leads + 30 years in between – Meet Kevin Chern!00:37:39

We just wrapped up an incredible session with Kevin Chern, recovering attorney, the mastermind behind turning law firms into high-volume powerhouses. Kevin shared his journey from crafting a national virtual law firm to advising businesses on smart growth without compromising life goals. He emphasized the significance of non-branded third-party leads, innovative marketing channels, and provided invaluable advice for young attorneys looking to carve out a successful career.

Want to expand your market reach and attain peak efficiency in your legal practice? Tune in to this episode to learn from one of the best in the business. Remember, strategy isn't just about growth; it's crafting the life and the business that you want.

Key Topics

  • 00:00 Entrepreneur and lawyer, founder of Total Attorneys, pioneered lead gen in legal space, fought for legitimacy in lawyer marketing.
  • 04:45 Law firms evolved in business approach, increased online marketing in early 2000s.
  • 10:55 After leaving law firm, focused on purposeful life, helping people solve business challenges, building personal network.
  • 16:24 Proven lead generation for law firms, offering access to new lead sources and scalable solutions.
  • 24:38Digital marketing agencies help firms with growth challenges by finding solutions to increase the average case value
  • 32:11 Prioritizing foresight, planning, and discipline in business decisions.

About Kevin Chern:

After 25 years of building businesses while navigating some of the most complex paths to success, Kevin Chern founded Sanguine Strategic Advisors to lend his insight and experience to other serial entrepreneurs, small business owners and folks in need of a roll-up-your-sleeves innovator, deal maker and doer. Among his many pursuits:

Kevin is the founder and former Managing Partner of UpRight Law, the largest consumer bankruptcy law firm in the U.S., based in Chicago, built from the ground up starting in 2014. He founded and led UpRight in its mission to improve people's lives by providing the highest quality services, most effective legal strategies and world class customer service. He leveraged systems, technology, operations and the intense subject matter expertise of local bankruptcy practitioners to build America's premier virtual consumer law firm, allowing consumers to interact with their lawyer online. The firm successfully represented over 30,000 clients during his tenure as Managing Partner.

Previously, Kevin was a co-founder and President of Total Attorneys, the pioneer of lead generation in the legal industry. In his capacity as President, he was a marketing, technology, business development and law firm management consultant to 1100+ law firms nationwide and successfully fought regulatory battles across the country to legitimize lead generation in the legal industry.  

Kevin has architected five comprehensive law office CRMs and dozens of legal websites, is an expert in law practice development, having created practices in bankruptcy, consumer protection litigation, bankruptcy litigation, class action litigation, lemon law, personal injury, workers compensation and DUI.

He is a leader in the digital marketing space and is a consummate deal maker. He was named an inaugural member of the Fastcase 50, as one of the country's smartest, most courageous innovators, techies, visionaries, & leaders in the legal space. Kevin is also an inductee in The Chicago Area Entrepreneurship Hall of Fame and his companies have twice been on the Inc. 500 list of fastest growing private companies in America.

Kevin has built numerous other businesses over the last 25 years and is passionate about entrepreneurship and mentoring other lawyers and business professionals. Check out his LinkedIn Profile for more.

About Jay...

12 Dec 2023EP069: Build Your 2024 Business and Marketing Plan for Law Firms00:32:46

In this episode, Ten Golden Rules Founder, Jay Berkowitz, is joined by team members Alyssa and Ike to discuss how to build your 2024 business and marketing plan for Law Firms. Get a head start on a successful 2024, including how to set S.M.A.R.T. business goals, how to develop strategies to implement your plan, the importance of conversion tracking and competitor analysis, and a look into the benefits of utilizing the Entrepreneurial Operating System in your business strategy. Plus, Jay reveals the number one competitive advantage for law firms. Tune in to find out!

Timestamps:


Good Reads:

15 Aug 2023EP052: From Courtrooms to Code - Interview with LawDroid Ai founder Tom Martin00:38:18

Get ready for a thought-provoking session as Jay Berkowitz delves into the world of legal innovation with Tom Martin, founder of LawDroid. In this episode, Martin, a lawyer, author, and visionary entrepreneur, opens up about his early experiences in various legal domains and how they uniquely position him to understand the pain points of legal practitioners. Join us to uncover Martin's insights into the intersection of law and AI, and how he's shaping the future of legal practice.

Tom Martin is a legal bot advocate, lawyer, author, and speaker. He is CEO and founder of LawDroid Ltd., a legal AI company dedicated to helping lawyers automate their law practice. He shares his beginnings and his inspiration for building technology to help lawyers. 

As soon as he graduated from law school, Martin spent time in the entertainment business. He worked in personal injury, class actions, employment law, even some family law. “What it's given me in retrospect is an ability to empathize, understand and get into the shoes of practicing lawyers and understand what their problems are, because I share them and I've always loved technology, ever since I was a little kid."

Mentioned Resources: 

https://lawdroid.com/

About the Guest:  

Tom Martin is a legal bot advocate, lawyer, author, and speaker. He is CEO and founder of LawDroid Ltd., a legal AI company dedicated to helping lawyers automate their law practice. He shares his beginnings and his inspiration for building technology to help lawyers. 

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 in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

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 Podcasts 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.

04 Mar 2025133: Pro Tips for Using VAs and More from LauLau Remote Offshore Staffing Founder, Anna Lautenschlaeger00:44:16

It seems like everyone is getting a VA - Virtual Assistant these days, and our guest this week has 5 VAs and she helps law firms, and other businesses hire the best VAs and legal staff too! Don’rt miss my conversation with Anna Lautenschlaeger, from LauLau Remote Offshore Staffing, an expert in legal staffing and business growth, plus Anna is awesome at networking, outsourcing, and process automation and she shared some of her best strategies in our conversation. Whether you're a solo practitioner or leading a fast-growing firm, her practical advice will help you scale smarter while freeing up time to focus on what matters most.

Key Topics

[03:46] How Anna’s international background shaped her career and led her to Florida.

[05:05] Lessons learned from managing teams across different industries and countries.

[06:30] Why intentional networking is more powerful than simply attending events.

[08:05] How to prepare for networking events to maximize value and create real business opportunities.

[09:40] The importance of following up multiple times to turn connections into clients.

[11:50] How lawyers can build strong referral networks and partnerships.

[13:10] The benefits of automation in legal practices and how to identify processes to streamline.

[15:05] Reviewing and updating your tech stack regularly to stay ahead in efficiency.

[17:25] Why delegating non-billable tasks is essential for law firm growth.

[18:45] How virtual assistants can handle legal support tasks, saving time and money.

[20:10] The key differences between U.S.-based and offshore legal support professionals.

[21:55] Best practices for managing remote teams effectively and ensuring productivity.

[23:40] How to maintain cybersecurity and data protection when working with virtual assistants.

[25:05] The role of cultural differences in remote work and how to bridge communication gaps.

[26:45] Why law firms struggle to find quality employees and how outsourcing solves this problem.

[28:15] The most common mistakes law firms make when hiring virtual assistants.

[29:50] The best tools and platforms for monitoring remote employees and maintaining accountability.

[31:35] Why law firms should record training sessions for easier onboarding and process efficiency.

[32:55] The importance of securing cyber insurance when working with remote teams.

[35:25] Where to find Anna and how her company, Laulau, helps law firms scale successfully.


Resources Mentioned

Books:


Apps & Technologies:

  • Loom – For recording training videos and screen shares.
  • Freedom App – Blocks distractions and creates focus time.
  • Notion – AI-powered project management and note-taking.
  • Teramind – Employee monitoring software for productivity tracking.
  • RingCentral – Cloud-based phone system with call recording.
  • VPN Services – Used for secure data protection in remote work.

Websites



About Guest:

Anna Lautenschlaeger is a seasoned offshore staffing professional, an author of a book on Hiring & Managing Virtual Assistants, and a proud...

22 Oct 2024114: Mastering Law Firm Strategy with Fractional COO Craig Paxson00:37:32

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...
29 Apr 2025141: 10 Golden Rules for Running Your Law Firm Like a Business with Bianca Moreiras and Jay Berkowitz00:41:18

If your law firm’s growth has stalled, it’s probably not because of your legal skills—it’s because you’re missing a playbook. In this episode, business coach and consultant Bianca Moreiras, Founder of Bianca Moreiras & Associates, joins Jay and together they reveal the 10 Golden Rules for running your law firm like a boss. With over 40 years in the legal world, Bianca shares tactical strategies around hiring, financials, systems, succession planning, and more. Whether you’re launching your firm or preparing to scale, this episode delivers a full checklist of what successful firms do differently.

Key Topics

[01:47] How Bianca transitioned from medical malpractice to consulting and why law firm culture became her focus.

[03:06] The real reason most law firms struggle to grow—and it’s not what you think.

[05:54] Start from the bottom up—engage every team member, not just the attorneys, to improve operations and culture.

[08:54] Run your law firm like a business by creating systems and working on the business, not in it.

[12:50] Master your financials—budget, forecast, price services correctly, and hire a fractional CFO early.

[14:52] Standardize systems, processes, and procedures so everyone does things the same way across all departments.

[17:54] Show appreciation—recognition builds team loyalty and productivity more than money alone.

[19:59] Network daily—treat rainmaking and relationship-building as essential parts of your schedule.

[26:54] Cross-train and cross-sell—educate your team and clients on all your practice areas to increase case volume.

[28:39] Prioritize training and continuing education—for both attorneys and staff to improve retention and service.

[32:39] Create work-life balance by setting boundaries, managing expectations, and prioritizing wellness.

[34:54] Plan your exit strategy early—succession planning ensures long-term value, sustainability, and peace of mind.


Resources Mentioned

Technology

  • ClickUp – Project management software for SOPs
  • Loom – For creating training videos
  • Slack – For internal communication and recognition

Books


Podcasts 




About our Guest:

Bianca Moreiras is a seasoned legal administrator and marketing director with over 30 years of experience in top-level roles at various Florida law firms. Her extensive, hands-on background allows her to bypass the trial-and-error phase common to many consultants and deliver effective, tailored solutions. She spent 18 years at Bedzow & Korn, P.A., where she held multiple leadership positions covering finance, HR, marketing, client relations, billing, and recruitment. This broad expertise led her to pursue higher-level roles and ultimately inspired her to help businesses by leveraging her unique blend of skills and firsthand knowledge.

https://www.biancamoreiras.com/ 


About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz...

20 Jun 2007EP001: Premiere Episode of 10 Golden Rules Podcast00:31:01

Thank you to Mitch Joel of www.TwistImage.com, Background of Jay Berkowitz, LiveBlogging from the Ten Golden Rules team, Google Universal, Captcha, Conservapaedia, YouTube and instructional videos, What’s Hot Facebook, Golden Rules 1 through 5, Search Engine Optimization and more.

Read the transcript…

Transcript of 10 Golden Rules of Internet Marketing Podcast – Episode #1

Aired – 6/26/2007

JAY BERKOWITZ: This is episode one, the premier of THE 10 GOLDEN RULES OF INTERNET MARKETING PODCAST.

MUSIC BREAK

FEMALE ANNOUNCER: Welcome to THE 10 GOLDEN RULES OF INTERNET MARKETING PODCAST. Featuring the latest strategies and techniques to drive traffic to your website and convert that traffic into sales. Now here’s the CEO of  www.tengoldenrules.com, Jay Berkowitz.

MUSIC BREAK

JAY: Well good morning, good afternoon or good evening. Whatever time this podcast finds you, welcome to our premier episode. In this podcast we’ll share case studies and examples of what’s working online we’ll interview some of the top minds in internet marketing, we’ll share what we learn from top industry trade shows and we’ll film live presentations and events which we will give to you as videocasts.  One of the things that will be a big part of this podcast is you. I want to invite you to participate by sending comments and questions. Each week we will feature listener emails and recordings, so please take part. Send comments and questions by email to podcast@10goldenrules.com. And please send us recorded audio, or use our simple call-in line at (206)888-6606. It’s just like calling a voicemail, it’s really, really easy. Just call (206)888-6606 and leave a message. The system automatically digitizes your voice and I will play your comment next week.

In this episode I will talk about how we started the podcast. I want to send a couple big thank yous out to some friends who helped us get it going. I’ll share a little bit of my background and news about industry events that we’re involved with, some trade shows we’re attending, speaking engagements and other events that we recommend. I’ll play some recordings from the team at 10 Golden Rules and they’ll share a few highlights they have discovered this week and some cool things that they are blogging about.

We’ll also have two features each week. The first one is called “What’s Hot” where we’ll look at a trend or a technology or a website that’s a buzz in the blogosphere, or something that clients are asking us about. We’ll also feature a “Ten List.” This will be a list of ten tips or ten golden rules or ten things we learned from a guest on the show.

Now before I get going I’d like to extend a virtual tip of the cap to some of the people who’ve inspired this podcast. Every week I listen to Mitch Joel’s SIX PIXELS OF SEPARATION and Joe Jaffe’s ACROSS THE SOUND. And as often as I can I play, Shel Holtz and Neville Hobson’s FOR IMMEDIATE RELEASE, The BusinessWeek CEO GUIDE TO TECHNOLOGY, AMERICAN COPYWRITER, INSIDE PR, NEW COMM ROAD, and Danny Sullivan and Daron Babin’s DAILY SEARCHCAST, just to name a few.

Several weeks ago I saw Mitch Joel speak an event. Mitch challenged the audience to participate in new media and to raise the bar. I’ve been working on the technical aspects of getting this podcast ready for several weeks and Mitch has been a huge, huge help in sharing with us some of the tools and techniques we needed to get this thing going. So a big thank you to Mitch. Please help me pay it forward by visiting http://www.twistimage.com . Read Mitch’s blog, subscribe to his podcast and join his community. And to all the inspirational podcasters, I’ll do my best to add a little value to this community.

MUSIC BREAK

JAY: And now, here’s our news and events portion. Last week we presented at Search Engine Strategies in...

03 Jul 2007EP002: The Win a Free iPhone at Affiliate Summit Edition00:44:42

What’s Hot – The Top Internet and Marketing Tradeshows: eBay live, Boston, Web 2.0 Summit 2007, The American Marketing Association mPlanet show, the DMA Annual ConferenceSearch Engine StrategiesAd-TechAffiliate Summit, Live Blogging: Google Universal Search, How you can get your blog picked up in Search Engines, the top How-to video websites, TREO capcha, Reviews from the Search Engine Strategies Miami Latino trade show (Sarah Carberry, Google’s Multicultural Development Manager, Google Trends , Larry Mersman Vice President at Trellian, Keyword Discovery), and the panel hosted by Jay Berkowitz at Ad-Tech Miami

“ Blogs, Podcasts and Vidcasts”, upcoming presentation at Affiliate Summit 2007 East July 9th in Miami “ Web 2.0 – The Ten Critical Strategies for Affiliate Marketing” , Review of Ad-Tech Miami, Alberto Padilla, News Anchor, CNN interview with Shawn Gold, VP with MySpace.com, “Why our blog is on on Blogger.com and not on our website?”, “Why do podcasts sound radio on iTunes?”, The final five Golden Rules of Internet Marketing.

Thank you to our new sponsor Silverpop email marketing services.

Please send audio comments to 206-888-6606

17 Jul 2007EP003: The Affiliate Summit Miami Edition01:13:26

iPhone call in, Interview with Author and Super Affiliate Jeremy Palmer of Quit Your Day Job, What’s Hot Web 2.0 Ten Critical Strategies, Acceleration Anxiety, Google Quality Score, Squidoo, Interview  with Jim Crimmins www.TradersAccounting.com , Michael Lang www.TheLangReport.com , Rob Glazer Acceleration partners and www.BobbysBest.com ands Evelyn Grazini from www.AffiliateClassroom.com, Song of the week – butta verses “Jones in My Bones”

Please send audio comments to 206-888-6606

Live call in from an iPhone Chris Fauteux. Interview with Super Affiliate Jeremy Palmer from Quit Your Day Job and author of High Performance Affiliate Marketing  – Learn how Jeremy quit his day job and made over $1 Million last year, What’s Hot from Ten Golden Rules CEO Jay Berkowitz’s Affiliate Summit presentation Web 2.0 – Discover the Ten Critical Strategies for Affiliate Marketing.

My Key Learning from Affiliate Summit

  1. ‘Acceleration Anxiety’ Ze Frank (http://www.zefrank.com )
  2. Search vs. Search
  3. Google Quality Score (http://adwords.google.com/support/bin/answer.py?hl=en&answer=21388 )
  4. www.Zappos.com has 800K skews

South Beach fun with Tom Arnold, Kerri Pollard, Kevin Joyce from Commission Junction.

Question from April Kandel, Florida State University

  1. What areas have the biggest growth potential and what types of jobs will be in high demand?
  2. The future is interactive. The present is search.
  3. Start a blog or a web site and add some affiliate or Google AdSense links.. You need a killer MySpace or Facebook page. What is Your Google Quotient? Can I find you if I Google you?
  4. Sarah Meyers note I received on Twitter: My video on Gizmodo has over 12,000 views in the past hour! Digg it please! http://tinyurl.com/22aqjf 04:01 PM June 29, 2007 from web

Audio from Affiliate Summit – Jim Crimmins www.tradersaccounting.com, Michael Lang, www.TheLangReport.com , Rob Glazer Acceleration partners and www.BobbysBest.com ands Evelyn Grazini from www.AffiliateClassroom.com

What’s Hot – Web 2.0 – Discover the Ten Critical Strategies for Affiliate Marketing.

User Generated Content

  1. iPhone / Mobile Web
  2. Open Architecture – Widgets www.Twittervision.comwww.TwitterMap.comwww.SEODigger.com
  3. Long Tail eCommerce www.Amazon.com Chris...
17 Mar 2011EP050: InternetMarketingClub.org 1,000th Member!00:02:58

InternetMarketingClub.org is the place for Internet Marketers to learn and network together. The Club holds weekly Wednesday Webinars and is a resource for a variety of Internet Marketing topics. It is celebrating its 1,000th member with this video, including members from all around the world. To join and for more information visit: http://www.internetmarketingclub.org/

Please share Comments and call in at 206-888-6606 or email us at podcast@10goldenrules.com.

16 Oct 2007EP011: How to Get Press Releases Picked Up On Google01:01:05

Episode 11 How to get Press Releases picked up on Google, Jaiku, Radiohead, Warren Buffet, Polar Bears, Second Life, Laura Sturaitis of BusinessWire.com. Call in 206-888-6606

Summary:

Episode 11 … Ten Tips to get press releases picked up in Google, Live coverage from the Association for Women in Communications National Conference, a conversation with one of the world’s top experts on new media and web public relations, Laura Sturaitis Senior VP of Business Wire.com.

Links:


Blogging Platforms:


Please share Comments and call in at 206-888-6606 or email us at podcast@10goldenrules.com.

24 Oct 2007EP012: How to Make Money with eNewsletters, Annie’s Costumes in Second Life & Open Architecture00:51:02

Episode 12 How to Make Money with eNewsletters, Annie’s Costumes in Second Life, Open Architecture, Wikinomics, Blogging for the Environment, How to Manage your Email, 1000 Miles from Home The Man. Call in 206-888-6606.

Summary:

Episode 12 of  The 10 Golden Rules of Internet Marketing Podcast How to make money with inHouse customer eNewsletters and interview with Ray Costa and Sujay Jhaveri partners at www.FlatironMedia.com, Award winners from Women in Communications Lubbok Texas, Open Architecture Wars Facebook vs. LinkedIn vs. Google vs. MySpace, How to use Google News Comments, Blogging Action Day for the Environment, Tips for how to Mange your Email, excited about Podcamp Boston 2, Song of the Week  The Man by 1000 Miles from Home. The 10 Golden Rules of Internet Marketing Podcast. Please call in questions and comments to 206-888-6606.

Links:


Please share Comments and call in at 206-888-6606 or email us at podcast@10goldenrules.com.

03 Nov 2007EP013: Live Presentation Ten Golden Rules for Launching and Promoting a New Podcast01:08:59

Episode 13 Live Presentation Ten Golden Rules for Launching and Promoting a New Podcast, Podcamp Boston 2, Making the World a Better Place, Song of the week Never by Natalie Gelman. Call in 206-888-6606

Please share Comments and call in at 206-888-6606 or email us at podcast@10goldenrules.com.

Summary:

Episode 13 – Listen to a live interactive recording of The Ten Golden Rules for Launching and Promoting a New Podcast presented on October 26, 2007 at Podcamp Boston. We will explore how to Find the ‘voice’ for your podcast, where to host your podcast, the software and hardware needed to produce a podcast, how to do show preparation, ideas for developing great content for a podcast, strategies and tactics paid promotion and unpaid ideas to promote a podcast.

Description

Episode 13 – Listen to a live interactive recording of The Ten Golden Rules for Launching and Promoting a New Podcast presented on October 26, 2007 at Podcamp Boston.  We will explore how to Find the ‘voice’ for your podcast, where to host your podcast, the software and hardware needed to produce a podcast, how to do show preparation, ideas for developing great content for a podcast, strategies and tactics paid promotion and unpaid ideas to promote a podcast.

Also a call in from Led Edgerly, Twittering at  Podcamp Boston 2, How Social Media is Making the World a slightly Better Place, the Song-of-the-Week  ‘Never’  by Natalie Gelman . Please call in questions and comments to 206-888-6606.

This Episode is dedicated to a future famous Podcaster Dr. Reese Halter

Click here to view the companion to the audio, the Power Point presention “The Golden Rules for Launching and Promoting a New Podcast”

Amazing People We Met!

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