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.
In this episode, Steve Fretzin and Stephen Seckler discuss:How lawyers can better align their personalities with business developmentNavigating career transitions within the legal professionHow meaningful networking creates long-term career momentumLeveraging authenticity and consistency to build a professional brand Key Takeaways:Lawyers who struggle with traditional selling can ease into business development by focusing on small, genuine actions like reconnecting with familiar contacts and writing about subjects they care about.Clarifying which types of clients, cases, and activities energize or drain you is an essential first step before deciding where and how to focus your marketing efforts.The most productive networking conversations happen when lawyers ask clear, focused questions, such as “What’s a good introduction for you?”—and balance listening with intentional follow-up.Professionals can avoid wasting time in aimless meetings by preparing a loose agenda beforehand, staying focused on mutual goals, and knowing what specific outcome they want to achieve by the end of each interaction. "You don't have to have an entrepreneurial mindset to act with entrepreneurial intent." — Stephen Seckler 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 Stephen Seckler: Stephen E. Seckler, Esq., is the President of Seckler Attorney Coaching and an award-winning coach who has spent over 25 years helping lawyers nationwide achieve greater career satisfaction. He works with attorneys at all stages—from those pursuing partnership to others exploring career changes or leadership roles—through programs like The Next Stage. Steve brings deep experience in legal education and recruiting, and he collaborates with both individual lawyers and legal leaders. He hosts the Counsel to Counsel Podcast, contributes to multiple ABA publications, and regularly speaks at bar associations and on legal podcasts. His book Think Like a Lawyer, Act Like an Entrepreneur was published by the ABA in 2025. A member of the Mindfulness in Law Society and ProVisors, Steve has been recognized as a top coach by Massachusetts Lawyers Weekly and enjoys squash, parody, behavioral economics, and singing with a rock choir.Connect with Stephen Seckler: Website: http://www.seckler.com/Book: Think Like a Lawyer, Act Like an Entrepreneur: https://www.amazon.com/Think-Like-Lawyer-Act-Entrepreneur/dp/1639056025Show: Counsel to Counsel Podcast: https://podcasts.apple.com/us/podcast/counsel-to-counsel-career-advice-for-lawyers/id1344814079LinkedIn: https://www.linkedin.com/in/stephenseckler/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 Earley discuss:Shifting the lawyer's mindset from traditional practice to intentional business buildingUsing content and social media to establish visibility and credibilityLeveraging coaching, mentorship, and masterminds to level up professionallyBringing authenticity and consistency into legal marketing and personal growthKey Takeaways:Lawyers who develop consistent daily marketing habits—like posting on LinkedIn, asking for speaking gigs, or emailing newsletters—are far more likely to build lasting visibility and client pipelines.Podcasting serves as both a relationship engine and a powerful way to generate long-form, repurposable content that can drive compound exposure across multiple channels.Coaches, mentors, and mastermind groups accelerate growth by providing accountability, guidance, and fresh strategies that lawyers don’t learn in school or from peers.Prioritize personal growth and emotional balance to avoid burnout and sustain momentum, creating space for better decisions, more effective client interactions, and stronger business leadership."The lawyer who creates the most content today is going to come out ahead in the future." — Chris EarleyReady 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 Earley: Christopher Earley is the founder and CEO of Earley Law Group Injury Lawyers, a personal injury law firm located in downtown Boston. He is a thought leader in the legal field who writes monthly for the American Bar Association, and he is also a frequent speaker to audiences of attorneys throughout the country.He hosts The Earley Show Podcast, where he brings on some of the very best attorney-entrepreneurs in the legal industry.He recently released his memoir, Scaling the Wall: One Man’s Journey of Healing Childhood Trauma to Find Fulfillment and Success.When not working on growing and scaling his firm, he enjoys spending time with his wife and two children.He is also a really bad drummer.He strongly encourages lawyers and law students to contact him because he loves teaching and mentoring.Connect with Chris Earley: Website: https://www.chrisearley.com/Show: The Earley Show: https://podcasts.apple.com/us/podcast/the-earley-show/id1703274158Book: Scaling the Wall: One Man's Journey of Healing Childhood Trauma to Find Fulfillment and Success: https://www.amazon.com/Scaling-Wall-Journey-Childhood-Fullfillment/dp/B0DQWFM2DYLinkedIn: https://www.linkedin.com/in/bostonpersonalinjurylawyer/ & https://www.linkedin.com/company/earley-law-group-injury-lawyers/Facebook: https://www.facebook.com/lawofficeofchristopherearley/Instagram: https://www.instagram.com/explore/locations/104980886333/earley-law-group-injury-lawyers/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 Nick Werker discuss:The importance of proper phone handling in law firm intake processesHow customer experience begins with an intentional communication strategyShifting lawyer mindsets around sales and client engagementThe evolving standards of professionalism and wellness in legal practice Key Takeaways:Solo and small law firms often lose clients due to missed calls or lack of call-forwarding plans, which can be easily fixed with tools like rollover call forwarding.Answering services should align intake scripts with law firms’ CRM systems and help pre-qualify callers without turning anyone away, allowing for both client conversion and effective referrals.Intake staff should prioritize empathy and rapport over data collection, allowing callers to fully explain their problem before asking for details.Lawyers frequently lose potential clients not due to pricing or competence, but due to a lack of communication and failure to follow up after the initial contact."Don’t pressure people, but let them know that you have a solution to their problem and that and why you're the best solution to that problem." — Nick Werker 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 Nick Werker: Nick is the founding marketer and current marketing leader at Answering Legal. Since 2014, Nick has been working to help lawyers improve the way they communicate with their clients, strengthen legal intake, organize messages, create workflows for CRMs, and spread awareness on all things happening in the legal community.When he's not podcasting, building custom GPTs, or thinking about ways to spread the Answering Legal message, he is a strong proponent of self-improvement. He also loves helping friends and community members find business success using marketing strategies.Connect with Nick Werker: Website: https://www.answeringlegal.com/Phone: (631) 686-9700Email: nick@answeringlegal.comLinkedIn: https://www.linkedin.com/in/nicholas-werker/ & https://www.linkedin.com/company/answering-legal-inc/Instagram: https://www.instagram.com/answeringlegal/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 Ruby Powers discuss:The role of content creation in modern legal practiceBuilding a personal brand as a legal professionalLeveraging technology and AI in law firm marketingThe intersection of entrepreneurship and legal career growth Key Takeaways:A thoughtfully created core asset—such as a podcast episode, webinar, or article—can be broken down and reimagined into a wide range of content like blog posts, LinkedIn updates, short videos, newsletters, and downloadable resources, maximizing effort while expanding reach across platforms.Having digital workflows, remote communication systems, and flexible client service models in place early on allows a practice to stay fully functional and even thrive during major disruptions like relocations, global crises, or shifting life circumstances.Maintaining a well-organized archive of previously created materials—ranging from PowerPoints to articles and recorded webinars—makes it easier to consistently publish client-facing or educational content without always starting from a blank slate.Enhancing video content with subtitles, multilingual accessibility, and platform-specific formatting dramatically increases engagement, reach, and brand recall, especially in a mobile-first world where most viewers scroll with sound off and attention spans are short."If we’re not repurposing, if we’re not maximizing all of this content, then I’m upset." — Ruby PowersReady 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 Ruby Powers: Ruby L. Powers, a Board-Certified Immigration Attorney and founder of Powers Law Group, P.C., brings over 16 years of expertise in law practice management. She is the author of AILA's Build and Manage Your Successful Immigration Law Practice (Without Losing Your Mind) and Power Up Your Practice, available on Amazon. Ruby shares invaluable knowledge on law practice management and small business consulting. Through Powers Strategy Group, LLC, she offers strategic consulting services and hosts the informative podcast Power Up Your Practice, launched in 2024. With a commitment to excellence and empowerment, Ruby inspires legal professionals to thrive in their practices and grow their businesses. Connect with Ruby Powers: Website: https://powersstrategygroup.com/ & https://rubypowerslaw.com/Book: Power Up Your Practice: https://www.amazon.com/Power-Up-Your-Practice-Deserve/dp/B0DJB1FL5RShow: Power Up Your Practice: https://podcasts.apple.com/us/podcast/power-up-your-practice/id1727939889LinkedIn: https://www.linkedin.com/in/rubypowers/ & https://www.linkedin.com/company/powersstrategygroup/Facebook: https://www.facebook.com/rubyfortexas/ & https://www.facebook.com/PowersStrategyGroupInstagram: https://www.instagram.com/rubylpowers/ & https://www.instagram.com/powersstrategygroup/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 Barbara Kaplan discuss:The importance of storytelling in building a compelling professional brandHow lawyers can identify and attract their ideal clientsStrategies to overcome self-doubt and inner critics in professional developmentThe role of niching and differentiation in legal marketing and client acquisition Key Takeaways:Lawyers can strengthen their marketing by identifying a compelling client success story, positioning the client as the main character who overcame a challenge, and sharing that story across platforms like LinkedIn and websites to attract similar clients and build trust without feeling like they’re selling.Defining an ideal client involves a clear understanding of that client’s pain points, values, lifestyle, and behavior patterns—often revealing shared traits with the lawyer themselves—so they can intentionally market to and attract more of the right fit.The Red Velvet Rope theory empowers lawyers to direct their time, money, and energy only toward clients who align with their values and expertise, allowing them to build a more satisfying and profitable practice while filtering out those who dilute their brand.Overcoming inner critics and self-doubt requires recognizing limiting beliefs like “I’m not good enough” or “no one will call,” and deliberately reframing them with empowering self-talk and bold action steps, such as finally launching a business or asking for high-value referrals. "Facts tell, stories sell because of the human connection… You want the client to see themselves in the story you tell." — Barbara KaplanReady 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 Barbara Kaplan: Barbara is Founder & CEO of BSK Strategies, a business development consulting practice. Lawyers and law firms hire Barbara to guide them in building their brands, winning new and higher-value work, establishing thought leadership, and developing innovative strategies and approaches to distinguish themselves in a competitive and uncertain marketplace.She has over 20 years of experience helping clients define, pursue, and win the business they want. Barbara has worked with firms of every type and style, each with a unique culture and set of challenges. She is devoted to helping them make that skill second nature.Prior to founding BSK Strategies, Barbara held senior-level marketing and business development roles at a global AmLaw 50 firm, as well as small and mid-sized firms, making her uniquely skilled at walking in the shoes of her clients.Connect with Barbara Kaplan: Website: https://www.bskstrategies.comEmail: barbara@bskstrategies.comLinkedIn: https://www.linkedin.com/in/barbarakaplanprofile & https://www.linkedin.com/company/bsk-strategiesConnect 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 David Schnurman discuss:Building a resilient mindset through optimism, reflection, and habit formationLessons from career pivots and entrepreneurial problem-solving in the legal spaceCultivating emotional regulation through gratitude, compassion, and non-judgmentEmbracing technology and AI to repurpose content and increase professional impact Key Takeaways:Journaling and identifying recurring mindset blocks can help lawyers recognize patterns of imposter syndrome and emotional burnout, giving them the self-awareness and clarity needed to shift their thinking and take purposeful steps toward resilience.When faced with the sudden loss or burnout of a critical team member, initiating an honest, values-based conversation centered on purpose, mutual respect, and long-term impact can be the difference between salvaging a project or watching it collapse.Implementing a simple but consistent daily practice of writing down three gratitudes, avoiding all outward complaints for 21 days, and giving five genuine compliments can rewire your stress response and gradually create a more positive, grounded internal state.Delaying your instinct to judge setbacks as inherently negative by using the mantra “good thing, bad thing, who knows” allows you to stay emotionally balanced, maintain perspective, and remain open to positive outcomes that may not be immediately visible. "If you compliment somebody else, and it's authentic, it helps you get through the stress of the wave." — David SchnurmanUnlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers’ Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHTThank you to our Sponsors!Rankings.io: https://rankings.io/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: How Full Is Your Bucket? by Tom Rath & Don Clifton: https://www.amazon.com/How-Full-Your-Bucket-Rath/dp/1595620036A Complaint Free World by Will Bowen: https://www.amazon.com/Complaint-Free-World-Complaining-Enjoying/dp/0770436390About David Schnurman: David Schnurman is a seasoned entrepreneur, TEDx speaker, and author of The Fast Forward Mindset: How to Be Fearless & Focused to Accelerate Your Success. As the CEO of Lawline, a leading online education platform for attorneys, David scaled the company from startup to industry leader while developing a powerful framework for personal and professional growth. Through his work and writing, David empowers others to break out of their comfort zones, manage fear, and focus their energy on making a meaningful impact. He’s also a past president of the Entrepreneurs' Organization (EO) New York Chapter and a passionate advocate for fearless leadership.Connect with David Schnurman: Website: https://www.lawline.com/Book: The Fast Forward Mindset: https://www.ffwdmindset.com/LinkedIn: https://www.linkedin.com/in/davidschnurman/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 Joe Jones discuss:The transition from traditional legal practice to entrepreneurshipStrategies for evaluating and managing professional riskTools and systems that support solo and startup legal venturesThe mindset and preparation needed to pursue legal tech innovation Key Takeaways:Successfully transitioning from law firm practice to a tech-driven startup can be less daunting when done gradually, by maintaining income and slowly validating the new concept before fully stepping away.Fear of entrepreneurial failure can be reduced by building out clear backup plans—even unconventional ones—to provide psychological safety and optionality during uncertain times.Implementing automated scheduling systems and encouraging clients to use them can significantly reduce administrative burden, lower phone interruptions, and create a more organized and prepared client experience.New product ideas should be tested not by pitching, but by asking target users how they currently solve the problem, which leads to more honest feedback and uncovers existing competitors or gaps in the market. "There’s just so many tools out there that you can get that aren’t very expensive, that take a huge headache away from you." — Joe Jones Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers’ Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT Thank you to our Sponsors!Rankings.io: https://rankings.io/ 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: The Mom Test by Rob Fitzpatrick: https://www.amazon.com/Mom-Test-customers-business-everyone/dp/1492180742About Joe Jones: Joe Jones is a board-certified personal injury trial lawyer, the Co-Founder and CEO of StreamSettle, and a U.S. Marine Corps veteran with a driving passion for resolving conflict. From his early days in his law school's Mediation Clinic to serving as a Judge Advocate in the Marines, Joe has been helping people find solutions to their legal disputes.After a successful run managing a Houston office for a top Texas personal injury firm and making partner, Joe's entrepreneurial spirit led him to launch Joe Jones Law Firm. But he didn't stop there. Seeing a need for innovation, he co-founded StreamSettle with his wife Chrysa—a software solution shaking up the dispute resolution world.When he's not working, Joe is all about family, cheering on Texas A&M and Houston sports teams, playing music, and hitting the slopes.Connect with Joe Jones: Website: https://streamsettle.com/Email: jjones@streamsettle.comLinkedIn: https://www.linkedin.com/in/joe-jones-9802a3a/ & https://www.linkedin.com/company/streamsettleConnect 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 Dan Lear discuss:The evolution of modern sales philosophy and methodologyRelationship-building and persistence in business developmentThe impact of information access on buyer behavior and expectationsQualifying clients and aligning offerings with real needs Key Takeaways:Hard-selling and product-pushing tactics no longer resonate in today's market, where the more effective approach is to guide prospects through a personalized, trust-based buying process that prioritizes their needs and decision-making journey.To avoid wasting time and energy, sales professionals must rigorously qualify prospects early on by confirming they have a compelling reason to change, a genuine commitment to act, decision-making authority, and the financial means to proceed.In a world where buyers have access to the same data and pricing transparency as sellers, attempts to manipulate or pressure them are counterproductive and often backfire, as credibility and authenticity now matter more than persuasion.Sustainable business development stems not from being aggressively persistent but from cultivating genuine relationships, staying consistently engaged without being overbearing, and building trust through listening, relevance, and patience."If you don’t know what you want, be clear about that. And second, even if it’s in the short term, put together a plan to help you... move in that direction." — Dan Lear Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers’ Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT 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 works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsors!Rankings.io: https://rankings.io/ 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: To Sell Is Human by Daniel H. Pink: https://www.amazon.com/Sell-Human-Surprising-Moving-Others/dp/1594631905The Win Without Pitching Manifesto by Blair Enns: https://www.amazon.com/Win-Without-Pitching-Manifesto/dp/1605440043About Dan Lear: Dan Lear heads up partnerships at InfoTrack. InfoTrack is a tech-enabled litigation services provider focused on court filing and service of process. Dan has started and run many legal technology ventures and has a passion for marketing, branding, business development, sales, and growth.Connect with Dan Lear: Website: https://www.infotrack.com/LinkedIn: https://www.linkedin.com/in/danlear/ & https://www.linkedin.com/company/infotrack-us/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.
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