BE THAT LAWYER

In this episode, Steve Fretzin and Raquel Gomes discuss:The importance of setting boundaries and saying no to maintain focus and balanceOvercoming perfectionism and developing trust through delegation and leadershipBuilding sustainable business systems that support both growth and personal well-beingThe mindset shift required to transition from burnout to passion-driven entrepreneurship Key Takeaways:By performing a detailed time audit and identifying tasks that don’t align with your priorities, you can reclaim control of your schedule, eliminate low-value work, and create space for what truly drives personal and professional growth.Effective delegation depends on replacing micromanagement with structured onboarding, clear expectations, and consistent communication so your team feels empowered and capable while you stay focused on leadership and strategy.Long-term business success requires building systems and processes that allow your company to operate smoothly even in your absence, ensuring both stability and the freedom to take restorative time away without anxiety or burnout.The decision to leave corporate life before feeling fully ready underscores the importance of self-trust — embracing uncertainty and believing in your own capability can lead to transformation, purpose, and sustainable fulfillment. "Rest is revenue generated as well." —  Raquel Gomes Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Raquel Gomes: Raquel Gomes is the visionary Founder and CEO of Stafi, a virtual staffing company transforming how law firms operate and grow. A former psychologist with an MBA and a background in corporate America and technology, Raquel brings a rare combination of emotional intelligence and business acumen to leadership. Inspired by her own journey balancing motherhood, burnout, and ambition, she built Stafi to empower busy professionals—especially women—to scale their firms without sacrificing their well-being. Under her leadership, Stafi now supports hundreds of law firms worldwide, connecting them with skilled virtual assistants and sustainable systems for success. Raquel’s mission is rooted in redefining work-life balance and proving that thriving in business and in life are not mutually exclusive. Connect with Raquel Gomes:  Website: https://getstafi.com/LinkedIn: https://www.linkedin.com/in/raquel-gomesstafi/Facebook: https://www.facebook.com/GetStafiConnect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Elise Buie discuss:Using data-driven decision-making to manage and grow a modern law firmRedefining work-life integration and employee well-being within professional cultureBuilding brand identity and marketing strategies rooted in authenticity and measurable ROILeadership through adaptability, empathy, and alignment between values and performance metrics Key Takeaways:Reframing “billable hours” as “build-on-invoice hours” can close significant financial gaps by ensuring all productive time is accurately tracked and billed.Setting clear KPIs for every team member creates transparency, objective performance evaluation, and alignment with organizational values.Structured delegation and workflow redesign can reduce working hours without sacrificing productivity, improving overall employee satisfaction.Combining quantitative data with qualitative narratives allows leaders to make informed decisions that support both profitability and people. "If you have good data, I don't care where my people are. They could be in New Zealand on a black beach, and I know exactly what's happening." —  Elise Buie Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsors!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Elise Buie: Elise Buie, Esq., is a Seattle-based family law attorney and founder of Elise Buie Family Law Group, a law firm devoted to divorce, family law,​ and estate planning. A survivor of Hurricane Katrina, her own divorce, and many dish-filled sinks piled high after lively family dinners with her husband, Doug, and their blended family of six (six!) now-adult children, Elise knows firsthand what it means to juggle work and parenting, finding balance in between, even if it means a lot of late nights. When she’s not advocating for her clients, the best interests of their children, and civility in divorce, you can find her sailing on Puget Sound. Connect with Elise Buie:  Website: https://www.elisebuiefamilylaw.com/LinkedIn: https://www.linkedin.com/in/elise-buie/Facebook: https://www.facebook.com/elisebuiefamilylawInstagram: https://www.instagram.com/elisebuiefamilylawgroup/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

What if the final piece of the puzzle for your growth was right here?This is the second and last part of a powerful two-part conversation on Be That Lawyer Live, where Steve Fretzin sits down again with Daniel Scola, Eido Walny, and Karl Seelbach. Together, they dive deep into rainmaking, relationships, and leadership in ways most lawyers never discuss publicly. You’ll hear candid stories, real mistakes, and strategies that connect directly to your own journey. Don’t miss this closing segment — it’s your chance to take the full picture and turn it into action. In this episode, Steve, Daniel, Eido, and Karl discuss:Authentic business development through personal passionsBuilding and sustaining client relationshipsGaining visibility with thought leadershipLessons from mistakes and missed opportunities Key Takeaways:Aligning personal passions like music, car restoration, or cufflink-making with client connections creates natural and sustainable business opportunities.Avoiding the “too busy” perception is critical, since clients and prospects may hold back opportunities if they think you’re overwhelmed.Speaking engagements, timely PR responses, and consistent online presence remain the most effective ways to stay top of mind and be recognized as a leader.Complacency, failure to delegate, and clinging to unproductive organizations can stall growth, while being proactive ensures long-term success. "It’s not like you have to go 100% all the time, but you should go at a nice speed. You shouldn’t rest on your laurels." —  Daniel Scola"You gotta love it, or else you’re not going to be good at it." —  Eido Walny"No matter how busy you may be, if you want to bring in more work… don’t talk about how busy you are." —  Karl Seelbach Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Thank you to our Sponsors!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About our Guests:Daniel Scola is the Managing Partner of Hoffmann & Baron, LLP, focusing on patents, trademarks, copyrights, and global IP protection [LinkedIn | Website].Eido Walny is the founder of Walny Legal Group, a nationally recognized estate planning and asset protection practice [LinkedIn | Website].Karl Seelbach is the Managing Partner of Doyle & Seelbach, specializing in personal injury defense and legal technology innovation [LinkedIn | Website]. Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

What if you could finally understand what it really takes to grow as a lawyer beyond just practicing law? In this first part of a special two-part Be That Lawyer Live, Steve Fretzin brings together Daniel Scola, Eido Walny, and Karl Seelbach for a candid conversation you won’t hear anywhere else. You’ll be pulled into their stories, their struggles, and the strategies that shaped their careers in ways most attorneys never talk about openly. As you listen, you’ll discover how much of this applies directly to you, wherever you are in your own journey. This episode isn’t just about hearing from successful lawyers — it’s about helping you see what’s possible for yourself. In this episode, Steve, Daniel, Eido, and Karl discuss:Challenges lawyers face in business development and rainmakingImportance of consistent habits and time management in client growthRole of personal passions, networking, and authentic connections in practice-buildingLessons learned from mistakes that shape long-term legal careers Key Takeaways:Many lawyers struggle with rainmaking because they aren’t taught marketing skills, and mentorship or coaching is often the turning point in learning business development.Time-blocking, using a CRM, and accountability partners are crucial for keeping business development efforts consistent and measurable.Combining personal passions (like car restoration or music) with client relationships creates authentic connections that naturally lead to new business opportunities.Asking directly for business and following through on promises builds trust, while overpromising or relying on others’ client relationships can backfire. "Not overpromising is a really important one for me… you’ve got to deliver what you say." —  Daniel Scola "There are two things that this firm can never and no one can ever take away from you. That’s your knowledge base and your contact base." —  Eido Walny "Clients aren’t going to remember every case you handle, but they’re never going to forget how you make them feel." —  Karl Seelbach Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.Thank you to our Sponsors!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About our Guests:Daniel Scola is the Managing Partner of Hoffmann & Baron, LLP, focusing on patents, trademarks, copyrights, and global IP protection [LinkedIn | Website].Eido Walny is the founder of Walny Legal Group, a nationally recognized estate planning and asset protection practice [LinkedIn | Website].Karl Seelbach is the Managing Partner of Doyle & Seelbach, specializing in personal injury defense and legal technology innovation [LinkedIn | Website]. Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Nancy Fox discuss:The importance of mindset shifts in professional growthStrategic approaches to networking and business developmentNavigating uncertainty and change in the legal industryThe role of consistency, agility, and technology in building relationships Key Takeaways:Lawyers often fail at networking because they choose events or groups without a strategy; instead, they should target where actual decision-makers gather, even if it requires greater investment.Relying solely on referrals is risky; building a balanced portfolio of referral sources and direct decision-maker relationships creates stability and growth.Practicing “daily consistent activity” in 15-minute chunks—such as emailing contacts or engaging on LinkedIn—can meaningfully grow a practice without overwhelming time demands.Shifting focus away from oneself and toward listening to others during networking conversations reduces fear, builds confidence, and creates deeper connections."Agility is not necessarily what lawyers are trained in, but being agile and being flexible is something that I think all of us really need to look at." —  Nancy Fox Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Nancy Fox: Nancy Fox is the founder and President of The Business Fox, a consulting and training company that helps law, accounting, and service firms grow through smarter networking, business development, and niche marketing strategies. A former corporate executive with over two decades of marketing experience at Warnaco and VF Corporation, she launched her coaching and training business in 1999 and has since worked with firms such as Sheppard Mullin, Latham & Watkins, and Citrin Cooperman. She is the author of Make Rain Without the Pain and Network Like a Fox™, and is currently writing Make Rain Like a Fox, blending mindset with tactical strategies for rainmaking in the digital era. Known for her “Daily Consistent Activity” approach, Nancy is also a keynote speaker, community builder, and trusted advisor to professionals seeking to build stronger business relationships and sustainable practices. Connect with Nancy Fox:  Website: https://www.wyzerainmakers.com/ | https://thebusinessfox.com/Book: Network Like a Fox: https://www.amazon.com/Network-Like-Fox-Successful-Relationships/dp/1928782442LinkedIn: https://www.linkedin.com/in/nancyfoxwyze/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Matt Darner discuss:Challenges attorneys encounter in chasing overdue client paymentsBuilding strong systems, processes, and roles to keep law firms efficientPsychology and communication dynamics that shape how clients pay their billsLessons learned from business mistakes and the growth unlocked by niching Key Takeaways:When lawyers delay or inconsistently send invoices, clients subconsciously perceive the firm as disorganized, which weakens professionalism and makes collecting payment significantly more difficult later.Establishing transparent expectations with clients about how billing and payments will work from day one creates accountability, prevents confusion, and reduces the risk of overdue receivables.Shifting accounts receivable follow-ups away from attorneys and onto trained specialists or outsourced support ensures that lawyers can focus on high-value legal and business development work rather than chasing payments.Narrowing focus to serve a single type of client—such as law firms—can dramatically accelerate growth, create clearer messaging, and lead to deeper expertise that builds stronger client trust and results. "If you’re not invoicing regularly, it is communicating something is wrong with your business, whether you know that or not." —  Matt DarnerCheck out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Matt Darner: Matt Darner is the Co-Founder and Vice President of Business Development at CollBox, a platform built to help law firms and professional service businesses recover what they’re owed without straining client relationships. Over the past decade, he has focused on blending technology with a human touch to simplify accounts receivable and give attorneys back their time. With a background in sales and business growth, Matt understands the challenges firms face in scaling while staying profitable. His mission is to ensure that hard-working professionals get paid faster and more reliably, allowing them to focus on the work they do best.Connect with Matt Darner:  Website: https://collbox.co/LinkedIn: https://www.linkedin.com/in/matthewdarner/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Eric Ritter discuss:Shifts in digital marketing strategies for law firmsThe growing role of AI and answer engine optimization in client acquisitionCommon mistakes lawyers make in online marketingPractical tools for improving websites, reviews, and advertising effectiveness Key Takeaways:Law firms should invest early in Answer Engine Optimization (AEO) by writing FAQ-style content and using schema markup to rank in AI-driven search results.Building topic clusters around specific practice areas (e.g., motorcycle accidents instead of broad personal injury) increases authority and visibility while avoiding wasted traffic.The most effective time to request reviews is immediately after a successful case or client outcome, making it a standard part of the closing process.Local Service Ads and remarketing are cost-effective ways for law firms to attract qualified leads, with remarketing offering quick wins by re-engaging prior website visitors. "SEO gets you seen, but that answer engine optimization gets you quoted." —  Eric Ritter Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/Episode References: Who Moved My Cheese by Spencer Johnson: https://www.amazon.com/Who-Moved-My-Cheese-Amazing/dp/0399144463About Eric Ritter: Eric Ritter is the CEO of Digital Neighbor and a trusted partner in building smarter, stronger marketing strategies for law firms. Known as “The SEO Sommelier,” he specializes in simplifying SEO, AI-powered client acquisition, and digital transformation for attorneys, helping firms not only achieve top rankings but also build sustainable, scalable marketing systems that deliver results.He founded Digital Neighbor to fill a critical gap in the market by offering transparent, data-driven SEO solutions tailored specifically for the legal industry. From enhancing Google visibility to optimizing for ChatGPT search rankings, Eric ensures that law firms remain competitive, compliant, and top-of-mind.He is also the host of The Search Bar Podcast and the founder of Sip & Search, a unique networking experience that blends professional growth with wine tasting for attorneys.Connect with Eric Ritter:  Website: https://digitalneighbor.com/ & https://helloericritter.com/Show: The Search Bar: https://podcasts.apple.com/us/podcast/the-search-bar-law-firm-growth-wine-optional/id1696121990LinkedIn: https://www.linkedin.com/in/helloericritter/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Steve Haddadin discuss:The importance of cultivating an entrepreneurial mindset in professional growthBuilding and maintaining strong client relationships through communication and transparencyManaging and mitigating risk while pursuing opportunitiesLeveraging marketing tools and personal branding for visibility and credibility Key Takeaways:Being proactive is essential because waiting for the “perfect time” to act often delays progress and causes missed opportunities, while those who start early gain momentum and reach their goals faster.Creating and maintaining accessible online profiles across LinkedIn and legal directories allows professionals to be easily found, build credibility, and attract clients who would otherwise never discover them.Providing excellent client care requires consistently clear communication, setting realistic expectations, and educating clients so that they not only feel informed during the process but also appreciate the value of your work.Instead of trying to eliminate risk, professionals should identify potential risks, apply mitigation strategies, and continuously monitor and refine their approach so they can confidently move forward rather than remain stuck. "[Entrepreneurship is] about creating your own opportunities. It’s about finding out what you can do in the marketplace that’s different than others." —  Steve Haddadin Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Steve Haddadin: Steve Haddadin is a Real Estate Attorney, Broker, and Entrepreneur with over a decade of Real Estate experience, and is the Founder and President/Broker of King Real Estate Group in Brea, CA. He entered the industry at 18 and built a diverse background in Commercial and Residential sales, property management, lending, and development in Orange and Riverside Counties. In 2025, he passed the California Bar Exam on his first attempt, was sworn in on May 9th, and was admitted to the United States 9th Circuit Court of Appeals and the United States District Court | Central Court of California. Haddadin has also developed electric car charging stations, created National Wagyu Day, and completed the Kentucky Bourbon Trail®, American Whiskey Trail, and the B-Line tour while traveling to all 50 states. He is a graduate of Capital University Law School and CSUF College of Business & Economics with numerous designations, including CCIM®, CPM®, CIPS®, and SFR®, and currently serves as an active board member of the CSUF Center for Real Estate, where he established the Student Travel Endowment to support students attending national conferences.Connect with Steve Haddadin:  Website: https://www.stevehaddadin.com/LinkedIn: https://www.linkedin.com/in/stevehaddadinConnect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and K'Lee Terrazas discuss:The importance of lead generation for building and sustaining a businessCommon blind spots lawyers face in marketing and business developmentHow intake processes affect client acquisition and law firm growthThe role of coaching, auditing, and systems in scaling effectively Key Takeaways:Many law firms fail because they do not track essential numbers like ROI, cost per acquisition, or client lifetime value, leaving them “flying blind.”A poor intake process—such as calls going unanswered, being handled unprofessionally, or staffed with undertrained employees—can turn high-quality leads into lost opportunities.Investing in skilled coaches and quality marketing services often yields exponential returns, whereas cutting corners in these areas leads to wasted money and lost clients.Scaling requires breaking through discomfort by improving systems and recognizing when existing strategies or staff can no longer take the firm to the next level. "People have to feel like they are heard and that they’re cared about, or they’re going to go somewhere else." —  K'Lee Terrazas Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Oversubscribed by Daniel Priestley: https://www.amazon.com/Oversubscribed-How-People-Lining-Business/dp/0857088254Key Person of Influence by Daniel Priestley: https://www.amazon.com/Key-Person-Influence-Revised-Five-Step/dp/178133109XFireproof by Mike Morse and with John Nachazel: https://www.amazon.com/Fireproof-Five-Step-Unpredictable-Wildly-Profitable/dp/1544508530 About K'Lee Terrazas: K’Lee Terrazas is the founder of Legal Lead Sharks and co-founder of Intake EQ, where she helps law firms turn more clicks into signed cases through smarter client acquisition and modern intake systems. With 15+ years in sales and marketing, she and her team specialize in Google Ads while focusing just as much on what happens after the lead—building end-to-end systems that eliminate bottlenecks and convert at a higher rate. Intake EQ uses AI Voice Agents that sound human, work around the clock in multiple languages, and handle overflow without adding intake staff. Alongside her husband Jason, K’Lee also launched PayLynx Global to support firms with backend automation in payroll, HR, and compliance. Connect with K'Lee Terrazas:  Website: https://legalleadsharks.com/ & intake-eq.comLegal Lead Sharks Podcast: https://www.youtube.com/@LegalLeadSharksPodcastLinkedIn: https://www.linkedin.com/in/k-lee-terrazas-9366b31b4/Facebook: https://www.facebook.com/klee.terrazas & https://www.facebook.com/profile.php?id=61578128520758Instagram: https://www.instagram.com/legalleadsharks/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Ed Alexander discuss:Challenges and risks in forming and managing law firm partnershipsStrategic considerations and planning for succession and law firm exitsThe importance of communication, expectations, and alignment in business relationshipsDiversifying marketing and building sustainable value in a law practice Key Takeaways:Many law firm partnerships collapse because they lack a clear strategic purpose, and poor communication during both the honeymoon phase and long term creates conflicts that are nearly impossible to resolve.Setting clear expectations early—on contributions, compensation, growth, retirement, and lifestyle philosophies—can prevent disputes where one partner feels undervalued or overburdened.Selling or transitioning a law practice requires years of preparation, including transferring goodwill, maintaining referral trust, phasing into an of counsel role, and positioning the buyer as a trusted successor.The 2008–2009 global financial crisis showed how fragile referral-dependent firms can be, as many lost business overnight, underscoring the need for diversified marketing, consistent development, and team-based client service. "Partnerships, it’s interesting, because they’re marriages, right? They’re business marriages, and that’s what they should be called, business marriages." —  Ed Alexander Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Ed Alexander: Ed Alexander is an attorney, author, and founder/CEO of Alexander Business Law, PLLC in Orlando, where he has practiced business law since 1993 after an early career in technology that earned him a U.S. patent. He is the author of several notable works, including The Guide to Selling Your Florida Law Practice, The Guide to Partnerships and Partnership Agreements, and 10 Common and Costly Business Killing Legal Mistakes and How to Avoid Them. He is recognized for professional excellence and community service and has also taught at the University of Central Florida. In his free time, Ed enjoys cycling, kayaking, sailing, hiking, and traveling with his wife of 38 years, Faith. Connect with Ed Alexander:  Website: https://orlandobusinesslawyer.com/Email: ed@alexanderbusinesslaw.comBooks: https://www.amazon.com/stores/Ed-Alexander/author/B0C2QXJG7KShow: Law Deals: https://podcasts.apple.com/us/podcast/law-deals-succession-planning-partnerships-purchases/id1724776380LinkedIn: https://www.linkedin.com/in/attorneyedalexander/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Ral West discuss:The importance of measuring and tracking the right business metricsThe challenges and necessity of delegation for growthUsing automation and systems to save time and increase efficiencyIdentifying ideal clients and aligning business with long-term vision Key Takeaways:Profitability isn’t guaranteed by high revenue alone; entrepreneurs must actively track expenses, understand their financial statements, and focus on the bottom line to ensure their business is truly making money rather than just looking successful.Delegation is not simply about handing off tasks but about providing clear instructions, defining the desired outcome, establishing feedback loops, and ensuring accountability so that the work supports long-term business growth without creating new inefficiencies.Leveraging automation, from bookkeeping software to AI tools that organize email, allows entrepreneurs to reclaim significant hours each week, reduce overwhelm, and free themselves to focus on higher-value activities that actually grow the business.Sustainable business growth requires entrepreneurs to deliberately define their ideal client persona, align services with long-term goals, and be disciplined enough to decline work that doesn’t fit, so their time and resources are invested where they matter most. "You cannot grow your business if you don't learn to delegate, and if you don't learn to get some of these pieces off your shoulders." —  Ral WestCheck out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Ral West: Ral West is a Visionary Business Leader and Systemization Expert who draws on over four decades of entrepreneurial experience in her newest endeavor, “Ral West Livin’ The Dream.” She teaches entrepreneurs how to be owners rather than operators of their businesses, creating both success and the freedom to live the life they deserve.Through her online course and Mastermind program, Ral shares strategies refined from founding several companies, including one that achieved eight-digit annual revenue before being acquired by Alaska Airlines in 2008. With extensive experience in scaling businesses and mastering systemization, she excels at turning business theories into practical processes that drive transformation and sustained growth.Ral and her husband split their time between Alaska and Hawaii when not traveling the world on new adventures.Connect with Ral West:  Website: https://www.ralwest.com/LinkedIn: https://www.linkedin.com/in/ralwest/ & https://www.linkedin.com/company/98796211/Facebook: https://www.facebook.com/ralwest & https://www.facebook.com/RalWestLTDInstagram: https://www.instagram.com/rwestakmaui/ & https://www.instagram.com/ralwestltdConnect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Phyllis Sisenwine discuss:The importance of networking and relationship-building for professional growthEffective time management and productivity strategiesHow to leverage speaking engagements and visibility opportunitiesThe role of follow-up, asking for referrals, and accountability in business development Key Takeaways:Interruptions can cost lawyers over an hour of billable time each day, so using strategies like time blocking, decluttering workspaces, and tackling the hardest tasks first ensures greater focus and productivity.Networking becomes far more effective when approached strategically by going early to events, bringing a buddy for support, wearing a professional nametag, and consistently following up multiple times to turn introductions into trusted relationships.Speaking engagements generate real business opportunities only when lawyers prepare by connecting with attendees beforehand, personalizing their talks with stories, gathering contact details, and following up afterward to continue the relationship.Lawyers often miss out on referrals because clients assume they are too busy, so they must directly but naturally ask for introductions by framing it as a way to be helpful and showing they want more clients like the ones they already serve. "You really can’t be afraid to swing that bat. You want to be a successful lawyer. You can’t be afraid to network, to reach out to big referral partners and just take risks." —  Phyllis Sisenwine Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Eat That Frog by Brian Tracy: https://www.amazon.com/Eat-That-Frog-Great-Procrastinating/dp/162656941XHow to Become a Rainmaker by Jeffrey J. Fox: https://www.amazon.com/How-Become-Rainmaker-Getting-CustAbout Phyllis Sisenwine: Phyllis Sisenwine is certified by the International Coaching Federation with the highest designation of Master Certified Coach. She is in the top 4% of the 50,000 credentialed coaches. She provides coaching services to lawyers who want to achieve greater professional and personal success. For over 25 years, Phyllis has worked with lawyers to focus on client development and creating strategies to increase performance and profitability. Connect with Phyllis Sisenwine:  Website: http://thelawyerscoach.com/Email: Phyllis@TheLawyersCoach.comLinkedIn: https://www.linkedin.com/in/phyllissisenwinehttps://www.facebook.com/people/Phyllis-Sisenwine-Powerful-Coaching/100066793183035/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Jerold Rothkoff discuss:The importance of time management and daily structure for lawyersHow networking, marketing, and relationship-building drive law practice growthThe role of delegation, staff investment, and team-building in sustaining a firmLearning from mentors, conferences, and coaches to avoid reinventing the wheel Key Takeaways:Tackling the most difficult or uncomfortable task first thing in the morning, whether it’s a dreaded client call or writing a newsletter, not only builds momentum but ensures the rest of the day feels easier and more productive.Sustainable law practice growth does not come from waiting for opportunities but from actively creating them by showing up, networking, volunteering, and consistently putting yourself in situations where “luck” can happen.The real challenge is not launching a law practice but learning to manage its growth, which requires letting go of perfectionism, embracing that “good enough” from staff is often sufficient, and shifting focus from doing everything yourself to leading others.Investing in yourself through coaches, conferences, and professional development creates a long-term competitive advantage because the ideas, systems, and connections gained can be implemented in ways that most other attorneys in your area will never pursue. "You create your own luck. Luck just doesn't happen. You will not get lucky no matter what type of business, including being an attorney sitting at your desk, 24/7, hoping the phone rings." —  Jerold Rothkoff Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Eat That Frog by Brian Tracy: https://www.amazon.com/Eat-That-Frog-Great-Procrastinating/dp/162656941X About Jerold Rothkoff: Jerold E. Rothkoff is the founder and managing attorney of the Rothkoff Law Group, a Philadelphia-area elder care law firm, where he dedicates his practice to serving clients in the areas of elder law, life care planning, asset protection, veterans’ benefits, estate planning, and long-term care advocacy.Jerry Rothkoff is an outspoken advocate for the rights of the elderly and disabled. He writes for and gives presentations regularly to attorneys and other professionals about elder law. Jerry has received numerous awards both locally and nationally for advocating for seniors, including the Alzheimer’s Association Kaleidoscope Award for philanthropic excellence and community service, the Mae Krier Award from the Twilight Wish Foundation as Senior Advocate of the Year, and the Artz Philadelphia Community Catalyst Award. Connect with Jerold Rothkoff:  Website: https://rothkofflaw.com/Email: jrothkoff@rothkofflaw.comLinkedIn: https://www.linkedin.com/in/jerry-rothkoff-9a19b921/ & https://www.linkedin.com/company/rothkofflawgroup/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Chris Ducker discuss:The role of coaching and masterminds in personal and professional growthThe importance of niching down in business and brandingBalancing lifestyle design with entrepreneurship and long-term successLearning from mistakes and validating ideas before scaling Key Takeaways:Niching down to serve a very specific audience allows you to attract ideal clients while repelling the wrong ones, making growth easier and more sustainable.Accountability in mastermind groups is critical because peers will hold you to your commitments and prevent you from operating in isolation.Building a life-first business means setting boundaries, like working only Monday to Thursday and pre-scheduling family time before business commitments.One of the biggest entrepreneurial mistakes is failing to validate an idea; rushing into a business without testing the model can waste significant money and months of effort. "Burnout isn’t a badge of honor, it’s a warning sign that you’ve been doing what you’ve been doing wrong, and maybe for too long as well." —  Chris Ducker Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Chris Ducker: Chris Ducker is a serial entrepreneur, keynote speaker, and bestselling author of Virtual Freedom and Rise of the Youpreneur. As the founder of three multi–seven–figure businesses over the course of his 20-year entrepreneurial career, he has helped thousands of entrepreneurs build personal brand businesses that stand the test of time. His work has been featured in major media outlets, including Forbes, Entrepreneur, and INC.Known for his straight-talking style and British humor, Chris is passionate about helping leaders avoid burnout while building careers they love. Connect with Chris Ducker:  Website: https://chrisducker.com/Book: The Long-Haul Leader: https://longhaulleader.com/LinkedIn: https://www.linkedin.com/in/chrisduckerInstagram: https://www.instagram.com/chrisducker/  Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Joanne Black discuss:The challenges and misconceptions around asking for referralsHow language and specificity shape successful client introductionsThe role of accountability, systems, and consistency in business developmentBuilding stronger client relationships through follow-up, gratitude, and personal touches Key Takeaways:Asking vague questions like “if you know anybody” rarely works, because clients don’t know where to start, so the key is to guide them back to the original problem you solved for them, and then ask who else they know facing a similar situation.A referral isn’t just a name tossed over email—it works best when the referrer is given the right language, context, and a short, business-focused reason for the introduction so that the new contact immediately understands the value of meeting with you.When a referred contact goes silent or “ghosts,” the most effective strategy is to circle back to the person who made the introduction, ask for clarity, and if necessary, use a polite but direct subject line like “referrals on hold?” to spark closure or next steps.Referrals are sustained not just by doing great work but also by building ongoing trust and goodwill through systems of accountability, consistent follow-up, and thoughtful personal touches like handwritten thank-you notes that make clients eager to refer again. "Asking for help is the strongest thing you can do." —  Joanne Black Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Atomic Habits by James Clear: https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299About Joanne Black: Joanne Black is America's leading authority on referral selling. (She's not bragging—her publisher gave her that moniker, and she's taking it.) Some of Joanne’s views are contrarian and, in the established school of traditional business, considered heretical thinking. But for Joanne Black and her clients, the only smart approach to client acquisition is referral selling.“Your clients can be your biggest competitive advantage,” she says. “They will be thrilled to refer you. Having your clients advocate for you is your strongest form of client acquisition and retention.”She works with sales leaders and their teams to drive revenue with referrals. In particular, she works with attorneys who want and need to grow their practice, but don't want to sell. Connect with Joanne Black:  Website: https://www.nomorecoldcalling.com/Email: joanne@nomorecoldcalling.comLinkedIn: https://www.linkedin.com/in/joanneblackreferralsales/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

What separates lawyers who struggle from those who thrive? In this special Part 2 of Be That Lawyer Live, you’ll discover how our guests integrate authenticity, focus, and thought leadership into their daily practice to create long-term growth. You’ll hear how staying true to yourself, choosing opportunities wisely, and turning passions into professional strengths can open unexpected doors. This is not about chasing quick wins—it’s about building a practice that’s sustainable, rewarding, and deeply connected. Lean in, because what you’ll hear today will challenge how you see your career and your future. In this episode, Steve, Tina, John, and Leslee discuss:The importance of authenticity in building and sustaining client relationshipsBalancing personal life, career demands, and business development commitmentsCreative strategies for leveraging events, panels, and thought leadershipMaintaining consistency and momentum in rainmaking efforts over the long term Key Takeaways:Sharing authentic parts of who you are—whether it’s your passions, personal stories, or even hobbies—creates deeper connections with clients and colleagues, making business development feel more natural and sustainable.Learning to say “no” to opportunities that don’t align with your goals or values is just as critical as saying “yes,” because it protects your time, energy, and ability to excel in the areas that truly matter.Positioning yourself as a thought leader through speaking on panels, moderating events, and writing articles not only demonstrates expertise but also consistently attracts the right kind of clients and referrals.Long-term success in rainmaking comes from treating business development as an ongoing habit integrated into daily life, rather than a separate task, so it becomes part of who you are and how you work. "Bottom line, listen. You have to listen to what people are saying… because that is how you end up developing an authentic relationship." —  Tina Martini "You can’t underestimate the trust factor here, the likability factor here, the authenticity factor here… when somebody trusts you and believes in you to such a degree that you can handle their legal matters all under one roof." —  John Sciaccotta "If someone invites you to an event, go… if someone wants you there, be there… and then for me, the biggest thing… is just constant giving. And I’m really, I’m not even like, this is authentically me… always thinking about how to help someone else. " —  Leslee Cohen Check out my new show, Be That Lawyer Coaches Corner, launching August 25, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About our Guests:Tina Martini is a partner at McDermott Will and Schulte, specializing in intellectual property. [LinkedIn | Website]John Sciaccotta is a partner/lawyer at Aronberg Goldgehn, a business litigator, and past president of the Chicago Bar Association [LinkedIn] | Website].Leslee Cohen is the managing partner at AllRise Legal, working with startups from seed to exit [LinkedIn | Website].Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

What if your legal career could shift from unpredictable to unstoppable simply by changing your approach to relationships and opportunity? In this special Part 1 of Be That Lawyer Live, you’ll hear how our guests weave business development seamlessly into their daily lives, turning everyday interactions into potential gold mines. You’ll discover how being intentional, showing up in the right rooms, and giving more than you take can open doors you never saw coming. This conversation isn’t about quick hacks—it’s about building a sustainable, thriving practice while staying authentic to who you are. Stay tuned, because what you’ll hear today could completely transform the way you think about your career.In this episode, Steve, Tina, John, and Leslee discuss:The mindset required for consistent and effective business developmentTime management and prioritization strategies for building a book of businessNetworking and relationship-building approaches, both in-person and onlineLeveraging unique strategies, associations, and presentations to generate opportunities Key Takeaways:Integrating business development into daily routines—such as keeping a recurring BD calendar reminder—ensures consistent action and prevents missed opportunities.Targeting groups, associations, or events where competitors are absent can create unique opportunities for both direct work and valuable referrals.Building a referral-rich network through bar associations, community boards, and alumni groups can yield substantial long-term results.Creating and offering a targeted, educational presentation to relevant audiences can consistently produce new clients. "Seeing the opportunity even when it looks when it doesn't necessarily look like opportunity is what's so important here." —  Tina Martini"If you don't make the time to build your own book a business, you are always going to be beholden to someone else." —  John Sciaccotta"Anyone is a potential client, and that just has to always be in your mindset." —  Leslee Cohen Check out my new show, Be That Lawyer Coaches Corner, launching August 25, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About our Guests:Tina Martini is a partner at McDermott Will and Schulte, specializing in intellectual property. [LinkedIn | Website].John Sciaccotta is a partner/lawyer at Aronberg Goldgehn, a business litigator, and past president of the Chicago Bar Association [LinkedIn] | Website].Leslee Cohen is the managing partner at AllRise Legal, working with startups from seed to exit [LinkedIn | Website]. Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Jordan Whelan discuss:The evolving landscape of legal marketing and SEO strategiesIdentifying and targeting the right audience through buyer personasLeveraging video, local SEO, and low-cost marketing tactics for visibilityThe role of mindset, metaphysics, and visualization in business growth Key Takeaways:A law firm’s website must be technically optimized and emotionally resonant, clearly communicating its unique value proposition to convert visitors.Targeted marketing—such as divorce ads placed during peak conflict hours on female-dominated radio stations—can dramatically improve campaign effectiveness.Inexpensive tactics like geo-targeted short videos, active engagement on platforms like Quora and Reddit, and cross-platform posting tools can generate steady traffic.Building SEO authority, particularly in local search, creates long-term assets that not only drive business now but also increase the firm’s valuation for future sale. "If you see yourself as someone who’s struggling, you’ll see that reflected to you in the outside world constantly." —  Jordan Whelan Check out my new show, Be That Lawyer Coaches Corner, launching August 25, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Jordan Whelan: Jordan Whelan is the founder of Grey Smoke Media. With a background as a TV and radio producer and a publicist, he has managed over $3 billion in class action claims communications. He spent a decade mastering media buying (managing over $50 million in spend) and digital marketing, achieving the proverbial 10,000 hours of practice.Under his leadership, Grey Smoke Media helped Diamond and Diamond Lawyers grow from a small practice to Canada’s top injury and real estate law firm. Before rebranding Grey Smoke Media as a legal marketing agency, Whelan worked with publicly traded pharmaceutical companies, the Pan Am Games, Brookfield Asset Management, Intact Financial Corporation, and crypto powerhouses such as Coinsquare.Whelan’s insights have appeared in over 100 international outlets, including The New York Post and Forbes. In his personal time, he is an accomplished singer-songwriter with over 3 million streams on Spotify.Uniquely, Whelan provides metaphysics-based business coaching that blends mindset mastery, wealth expansion, and energetic alignment to help his clients unlock their highest potential. Connect with Jordan Whelan:  Website: http://www.greysmokemedia.com/Instagram: https://www.instagram.com/jordanjpower/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Viktoria Altman discuss:Risk and mindset in legal marketingHow to evaluate and choose marketing vendorsNiche focus and ideal client definition as a growth strategyThe emerging impact of AI on search, ads, and brand identity Key Takeaways:Lawyers should stop chasing random acts of marketing and instead copy proven tactics used by competitors who serve the same client profile and budget. Vet agencies should ask to speak with their clients in the same practice area and budget bracket and avoid unrealistically low-priced proposals. Concentrate marketing spend on one prioritized niche or ideal client profile first, then expand once that channel is sustainably profitable. AI-driven search will increasingly assemble a practitioner’s brand from published content and reviews, shifting the long game toward owned content (transcripts, guest posts, reviews) and away from manipulable paid placements. "If you are doing anything on social media, it has to come from your heart." —  Viktoria Altman Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Viktoria Altman: Viktoria Altman is the founder and CEO of BSPE Legal Marketing, a digital agency dedicated to helping attorneys boost visibility in both AI-driven and traditional search results. Beyond her role as a business leader, Viktoria is also the voice behind the Law Firm Accelerator Podcast and a sought-after keynote speaker, specializing in topics at the intersection of artificial intelligence and digital marketing.At BSPE Legal Marketing, the mission is clear: to generate qualified, conversion-ready leads that connect lawyers directly with their ideal clientele.As an experienced public speaker, Viktoria has presented at prestigious venues such as the New York City Bar Association, served as a guest lecturer at Arizona State University and National University’s JFK School of Law, and shared her insights on search engine optimization at the SEO Mastery Summit in Saigon.Drawing from her practical experience as an entrepreneur, Viktoria has honed a proven system to enhance websites, fine-tune AI-based strategies, and support small law firms in staying competitive. Her overarching goal is to empower attorneys to grow thriving, future-ready practices while maintaining the personal well-being and balance they deserve. Connect with Viktoria Altman:  Website: https://bsplegalmarketing.comEmail: viktoria@bsplegalmarketing.comShow: Law Firm Accelerator: https://podcasts.apple.com/us/podcast/law-firm-accelerator/id1760159502LinkedIn: https://www.linkedin.com/in/viktoria-altman/Facebook: https://www.facebook.com/viktoria.tralalaInstagram: https://www.instagram.com/traveltipster/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Matt Dixon discuss:Client relationship dynamics in professional servicesShifts in legal business development and rainmaking strategiesThe role of value creation in winning and retaining clientsEvolving mindsets and habits of successful professionals Key Takeaways:Top rainmakers (“activators”) don’t wait for paid work to provide value — they proactively deliver business, trust, and personal value before being hired.Client loyalty is rapidly eroding; only about 50% of clients today automatically return to incumbent providers, compared to over 75% five years ago.The most predictive variable of long-term client loyalty is whether clients think of you even when not actively engaged — a sign of strong personal value.Lawyers should send LinkedIn invites to all prospects and recent contacts to trigger platform algorithms that surface client activity for timely, value-added outreach. "The best partners lead to their capabilities, not with their capabilities." —  Matt Dixon Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Atomic Habits by James Clear: https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299The Power of Habit by Charles Duhigg: https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160XWhat Today's Rainmakers Do Differently (published in Harvard Business Review): https://hbr.org/2023/11/what-todays-rainmakers-do-differently About Matt Dixon: Matt Dixon is a Founding Partner of DCM Insights—a boutique consulting and training firm that uses research-backed methods to help organizations better attract, retain, and grow their client relationships. A noted business researcher and writer, Matt is a sought-after advisor to leadership teams around the world.He is best known as the co-author of several of the most important business books of the past twenty years, including The Challenger Sale, which has sold more than a million copies worldwide and was a #1 Amazon and Wall Street Journal bestseller, and his other notable books include The JOLT Effect, The Challenger Customer and The Effortless Experience. His latest book, The Activator Advantage: What Today’s Rainmakers Do Differently, was released by Harvard Business Review Press in May of this year.In addition to his books, Matt is a frequent contributor to Harvard Business Review on topics ranging from business development effectiveness to client experience. He holds a Ph.D. from the University of Pittsburgh and currently resides in the Washington, DC area with his family. Connect with Matt Dixon:  Website: https://www.dcminsights.com/Book: The Activator Advantage: https://www.amazon.com/Activator-Advantage-Todays-Rainmakers-Differently/dp/B0D8V4SFGPOther books: https://www.amazon.com/stores/author/B0058M2ORWLinkedIn: https://www.linkedin.com/in/matthewxdixon/ & https://www.linkedin.com/company/dcm-insights/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.