Elder Law Growth Podcast

In this episode of Elder Law Growth, Jim talks with Geoff Hoatson of Family First Firm about how personal experience led him to elder law, how he built a team rooted in clear core behaviors, and how he's using AI and strong leadership to scale. Geoff shares what's working in his marketing (hello, 700+ Google reviews), how he's re-entering the workshop game, and why client experience is at the center of everything his firm does.

In this post-Summit episode, Jim shares timely strategies to help you keep your firm's momentum strong through summer and beyond. This episode tackles a common issue many firms face after successful marketing: what to do next. Jim dives into how to transform leads into consultations by empowering your team to follow up with energy, excitement, and clarity. He also walks through summer-specific strategies to avoid the seasonal slowdown. From scheduling workshops and webinars in advance, to recording FAQ-style videos now to use during quieter months, he gives practical ideas that keep your pipeline full—even when the office is half-staffed. Plus, he shares tips on creating or reviving lead magnets, refreshing your CRM automations, and batching social media content so your marketing never sleeps—even if you do.If you want to finish 2025 strong, this episode is your roadmap. **BAMBIZ RESOURCES**

In this special episode of Elder Law Growth, we're bringing you an exclusive recording from the 2024 Estate Planning & Elder Law Marketing Summit to get you ready for this year's event. In this session, Jim dives into how attorneys can stop wasting time and money on ineffective marketing, refine their lead generation strategies, and build a firm that runs smoothly and profitably. He covers the power of paid advertising, the importance of an effective website and SEO, and how online reviews, social media, and YouTube can build credibility and attract the right clients. Jim also breaks down how to leverage email marketing to stay top-of-mind with potential clients and how workshops, seminars, and webinars can generate consistent, high-quality leads.The 2025 Estate Planning & Elder Law Marketing Summit is officially sold out, but you can join the waitlist at estateandelderlawsummit.com in case a spot opens up. Don't miss out!**BAMBIZ RESOURCES**

In this episode of Elder Law Growth, Jim is joined by Wouter IJgosse, the founder of DecisionVault, to discuss one of the biggest time-wasters in estate planning and elder law firms—inefficient intake processes. They explore how law firms can streamline client intake, eliminate administrative headaches, and create a better experience for both clients and staff.

Are you an attorney looking to not just survive, but thrive in today's ever-evolving legal landscape? In this episode of the Elder Law Growth Podcast, Jim dives into the core elements that will set your firm up for long-term success. We explore three key areas: Client-Focused Marketing Leveraging Technology Building a Strong Firm Culture This episode is packed with practical advice you can implement immediately. Remember, building a future-proof practice is an ongoing journey, not a destination. For a deeper dive, grab Future Focus Growth on Amazon. **BAMBIZ RESOURCES**

In this episode of The Elder Law Growth Podcast, host Jim Blake shares actionable marketing tips to help estate planning and elder law attorneys grow their firms without feeling overwhelmed. From batching social media content to optimizing your website for SEO and AI, Jim provides practical steps to boost your online presence. He also introduces a tool designed to simplify marketing for busy attorneys. Whether you're ready to DIY or need professional support, this episode will guide you toward building a thriving practice in 2025. **BAMBIZ RESOURCES**

Want to establish yourself as an expert in elder law or estate planning? Discover how writing and publishing a book can elevate your authority, attract new clients, and boost your practice's visibility. In this episode, Melanie Herschorn, a book marketing strategist, shares insights on the benefits of authoring a book, from content creation to distribution. Learn how to use your book to generate leads, build relationships, and position yourself as a trusted advisor in your community. Some Resources to Check Out:

Looking to build a thriving law firm and position it for a successful sale?

The upcoming election season can be a minefield for your law firm's social media. This episode of The Elder Law Growth Podcast shares expert tips to help you navigate this challenging time. Learn how to stay neutral, craft effective ads, and protect your online reputation. Don't let the election derail your marketing efforts! **Bambiz FREE RESOURCES**

Feeling lost in your law firm marketing? In this episode of The Elder Law Growth Podcast, Jim dives into the power of storytelling. Learn how to craft a compelling narrative that resonates with your ideal elder law or estate planning clients. Discover the "StoryBrand" framework and how it can transform your website, social media, and marketing messages. This episode equips you to position your firm as the trusted guide, helping clients navigate challenges and achieve their desired outcomes. Stop talking about yourself - start connecting with your community and making a lasting impact. **Bambiz FREE RESOURCES**

In this episode of the Elder Law Growth Podcast, Jim welcomes back author, coach, and attorney Steve Riley.  Steve deep-dives into the importance of creating a positive first impression for potential clients, from the initial phone call to the workshop experience.  He shares his insights on effective lead intake strategies, the power of storytelling in workshops, and crafting strategic calls to action.  You'll also learn valuable tips for conducting consultations that convert and build lasting client relationships.  If you're looking to attract more clients and grow your practice, don't miss this episode! Learn More about Steve here: ⁠https://www.linkedin.com/in/stevenpriley/⁠⁠ Some Resources to Check Out:

In this new season of the Elder Law Growth Podcast, Bambiz CEO and Founder Jim Blake chats with Steve Riley, a legal trailblazer who has transitioned from high-energy trial law to estate planning and elder law. Steve shares his insights on how lawyers can overcome the fear of selling and the imposter syndrome that often holds them back. He talks about the importance of building relationships and why aiming for "good enough" is often better than striving for perfection. Steve also discusses the challenges that lawyers face, including burnout and depression, and the importance of maintaining a healthy work-life balance. Learn More about Steve here: https://www.linkedin.com/in/stevenpriley/⁠ Some Resources to Check Out:

With Dementia and Alzheimer's on the rise, there's a demand for a legal document that covers all of the "gray areas" that come with dementia.  Enter: The Dementia Directive.  In this podcast episode, Randi Siegel, the President of DocuBank, brings awareness of this new directive and why your clients will need this document to protect them.  To learn more: https://www.docubank.com/ **Bambiz FREE RESOURCES**

Struggling to meet your goals? Are tasks piling up on your desk and you can't find the time for all of it? Motivation won't help you in the long run, but self-discipline can. "Self-discipline is the bridge between your goals and your results," says Monica Levi, J.D., our guest for this special podcast episode. Meet Monica, The Self-Discipline Coach. She's a lawyer who helps lawyers get on track with the power of self-discipline. And she's here to share how you can harness this power for yourself and reach your goals. You'll learn: ✅ The core of self-discipline (and how to use it) ✅ How to push through the goal-killer aka "the plateau" ✅ Why motivation does NOT work Connect with her on LinkedIn: https://www.linkedin.com/in/monicalevicoaching/ Sign up for her free newsletter: https://www.monicalevicoaching.com/ Get daily tips through her IG: https://www.instagram.com/self_discipline_coach/ **Bambiz FREE RESOURCES**

"Why aren't people signing up after my presentation?" If you give free educational presentations, chances are, you've faced this struggle: You pay the money to get "butts in the seats". Then, you spend your valuable time educating them. But nobody signs up after. Why? Your presentation is missing the one magic ingredient that can transform bored attendees into passionate clients. In this podcast episode, Elder Law Attorney Jack Weyers (a presentation PRO) shares all of his winning strategies for effective presentations. You'll learn: ✅ Real examples of what to say in your presentation ✅ How to close your presentation ✅ How to avoid distractions that can side-rail your talk ✅ The ONE strategy that always works in engagement Jack is giving away all of his best tips, so you don't want to miss this one! Connect with Jack on LinkedIn: linkedin.com/in/howard-jack-weyers-jr-estate-planning-attorney-89751a51 **Bambiz FREE RESOURCES**

Crank up your elder law and estate planning practice with the incredible power of ChatGPT! In this episode we explore the game-changing potential of ChatGPT, your AI-powered personal assistant. Discover how it can supercharge your law firm's content creation, streamline video scripting, and elevate your Google review responses. Dive into real-life examples and essential precautions, and learn how to harness ChatGPT's capabilities for a more efficient, successful practice. Jim's new book "UNSTOPPABLE GROWTH: Marketing Mastery for Estate Planning & Elder Law": ⁠https://bit.ly/3qJJytF⁠ **Bambiz FREE RESOURCES**

Ineffective processes at your law firm are wasting your time and money. But if you're doing it yourself, what can you do? Meet Randa, the Attorney Whisperer. She's helped law firms for over 15 years on how to "trim the fat" and save you the most money in your case processes. You'll learn: ✅ The #1 mistake that is hurting your workflow ✅ How to simplify your intake process ✅ The BIG money-sucker in your case process (and how to fix it) Get more tips from Randa by signing up for her free newsletter here: https://www.mrsjunelegal.com/ **Bambiz FREE RESOURCES**

In this episode, we have two special guests. First, we explore the world of workshops, offering valuable insights to help you make the most of these events. Whether you're a seasoned pro or just getting started, we've got practical tips to boost your workshop success. But are you ready for that rapid growth through your workshops? Our second guest, experienced in business development, shares valuable insights on achieving growth and how to keep the momentum going. **Bambiz FREE RESOURCES**

Are you doing your own marketing for your law firm? This will help you. Nicole and Lexi join us to share their insights and what the future holds for online marketing. In this podcast episode, you'll learn: ✅ The ONE thing your social media needs in 2024 ✅ 10 trends to utilize at your firm to succeed in 2024 **Bambiz FREE RESOURCES**

You could easily have a 1 million dollar practice simply by who you hire (and why). There's a strategy to it.  Fresh law firms think that to get the money ball rolling the fastest, they need to hire an associate. But that's a mistake.  In this episode, you'll learn: The power of pause (and how it'll transform your law firm) How to get your cash flow UP and your cancellation rate DOWN Who will make you the most money at your law firm What your office needs for the quickest ROI The #1 skill to look for in a new hire (hint: it's not knowing Microsoft) Before you hire your next associate, listen to this first. Learn more about Molly: https://hiringandempowering.com/ **Bambiz FREE RESOURCES**

If you want to tap into a goldmine of future revenue, look no further than your email list. Chances are, you have a newsletter, with a list of email contacts to send to. But how do you turn those email contacts into paying clients? John Bellingham, founder of Proven Flows and long-time expert in email marketing, is here to walk us through the entire process, from beginning to finish. If your struggling to convert your email list, this interview is for you. Top Takeaways: The fastest way to grow your email list is with a well-built lead magnet The worst thing you could include in your lead magnet is too much information about yourself. John goes into detail about what makes a successful lead magnet. After someone gives you their email address, keep the good stuff coming with 7 strategic emails. John shares the top things those emails need to include. How to create passive income by promoting it in your email list. Connect with John on LinkedIn: https://www.linkedin.com/in/jbellingham/ **Bambiz FREE RESOURCES**

Are you a lawyer with a dream of running a side business?  Do you feel it's impossible to pursue a side passion while trying to balance the lawyer's life?  In this podcast episode, estate planning attorney Lauren Klein shares her secrets about running her own law firm AND running a successful Airbnb.  Prepare to be motivated and empowered to give your dream another shot. Let's dive in and ignite your inner flame of belief! To contact Lauren: https://flourishlawgroup.com/ **Bambiz FREE RESOURCES**

Do you want to start practicing Elder Law? In this podcast episode, we have elder law attorneys Jackie Collins and Wren Cruz from Elder Law Connection sharing their stories of what to do (and what not to do) if you are just starting out. Stick around to the end, where they'll share their top 3 tips on how to start elder law off the most successful way possible. Go to elderlawconnection.com to learn more! To contact Jackie: jackie@elderlawconnection.com **Bambiz FREE RESOURCES**

Do you wonder if you're saying the right (or wrong) thing in your paid ad? In this podcast episode, we are going to tell you what we tell our clients to say in their videos. This script is so simple, yet it's highly effective. BONUS: What's the best ad we have ever ran for a client? Listen to the end to find out! Jim's new book "UNSTOPPABLE GROWTH: Marketing Mastery for Estate Planning & Elder Law": https://bit.ly/3qJJytF **Bambiz FREE RESOURCES**

You have two audiences.  Most law firms only speak to one of them. But it's the OTHER audience that's more essential if you want to get more clients. Who's the other audience? It's Google.  The more you speak to Google, the more likely people will find you. How do you speak to Google? SEO.  In this podcast episode, SEO expert Elliot Sapp shares what law firms can do right now to dramatically improve their SEO on their own.  Get your FREE SEO audit here! **Bambiz FREE RESOURCES**

What's the #1 reason why clients give you a 1-star review on Google? And what's the #1 reason why they give you a 5-star? We did the research and found the answers. In this podcast episode, we'll share what we found out, and you'll also learn: How to get MORE 5-star reviews? How to AVOID 1-star reviews? What to do with a negative review? And... What's the EASIEST WAY for your clients to leave you a review? Have questions? Email us: team@bambiz.net **Bambiz FREE RESOURCES**

In 2023, there is ONE THING that matters more than anything else on social media. Apply this ONE strategy to your law firm's social media accounts, and you'll be sure to be seen and become the authority online. In this podcast episode, you'll learn: ✅ What happens when you post TOO MUCH ✅ What happens when you don't post enough ✅ What's the ONE strategy you need for 2023 ✅ What your future clients want to see from you Share this episode with whoever is doing your social media for your law firm because it's full of valuable advice that will help you succeed in 2023 and beyond.

Do you want to increase your revenue at your practice? Then you don't want to skip this episode. Antonio Garrido, award-winning author, and leadership coach, is going to let us in on the secret of top-tier earners. All it takes is ONE change to your workday. In this podcast episode, Antonio will share what the ideal workday looks like for lawyers who want to grow and expand their practice. Join us for our next free training on how to grow your practice online: bit.ly/3X03q6K Listen to the podcast episode on prospecting for attorneys: https://bambiz.net/make-more-than-youve-ever-made/ Connect with Antonio on LinkedIn: https://www.linkedin.com/in/antoniogarrido/

Is your website attracting your dream client?  Are your website visitors clicking the “contact us” button as often as you hoped? If you want to increase both, this podcast episode is for you.  Andrea Blake, Bambiz's Head of Operations and website expert, will walk us through (with REAL examples of attorney websites): The ONE thing your dream client wants to see on your website How to pass the 5-second viewer test The “secret sauce” behind any successful website BONUS:  Andrea is giving away a free blueprint for designing your website to attract your dream client!  Download the free blueprint here.  To join our next free live training session on how to get more clients online, go here.

Is it your dream to have multiple locations of your elder law practice? To be able to help people on a much larger scale? Elder Law Attorney, Greg McIntyre, had that dream and made it come true. The secret to his success? Seminars. But there is a strategy he uses that he learned to not only fill the room but to convert the majority of that room into clients. In this podcast episode, Greg will share his secrets on how he grew from zero to multiple locations with seminars. . . To watch the full interview with Greg, go here. To join our next free live training session on how to get more clients online, go here.

Laura started her estate planning practice in 2016. Now her practice is thriving by working only two hours a day. (Not to mention, Laura is much happier and has more fun now). How?! Through experience, Laura found the best method to be able to: ✅ Help people with their estate plan ✅ Get back to living (and not working until 10pm every night) ✅ Grow her practice while doing other things In this podcast episode, estate planning attorney Laura Cowan joins us to share her success tips. And be sure you stick around to the end, because that's when she'll share the ACE system with you, this is the system that helps her succeed, and she'll break down each step in how you can use this at your law firm too. To reach out to Laura, visit her website here. To sign up for our next free 60-minute webinar on online marketing, go here.

Want to know how a professional team gets their clients to rank high on Google (and get more calls booked)? Well, in this episode...we're going to tell you all of our secrets.

464.7 million people listen to podcasts. And get this: There are only 23 podcasts about estate planning, according to Google/Apple. If you haven't launched a podcast for your law firm, 2023 is the year to do so! Podcasting: ✅ Connects you with your future clients ✅ Promotes your services in a cost-effective way ✅ Builds trust with your listeners And the best news? You have very little competition right now. In this podcast episode, Tiffany Mason, founder of the podcast company Virtually You, is going to share with us the story of how powerful podcasting can be for solo and small law firms and make sure you're taking notes because Tiffany is going to share her expertise on what your podcast could be called, topics you should be talking about. After this episode, you'll be armed and ready to start your podcast in 2023. Visit Tiffany's website here. . . **Bambiz FREE RESOURCES**

Does your website scare people off? As an attorney, your website is one of the best ways to put your “best foot forward,” so you want to ensure the first thing a visitor sees is something they WANT to see. In this episode, Bambiz CEO Jim Blake shares the secrets of how we create highly-converting website homepages for our clients, elder law and estate planning attorneys. Jim shows the exact blueprint of what we use for our clients. (Honestly, can it get any easier than that?) > This was a small clip of a free training Jim does. If you'd like to join the next free training, go here. > Want the homepage blueprint? Go here to download it for free. . . **Bambiz FREE RESOURCES**

Nobody likes asking their seminar attendees to book an appointment. It feels awkward…and salesy. But what if it didn't have to be that way? What if you had a way of getting your attendees to take the next step with you, minus the salesy part? In this podcast episode, award-winning author and world-renowned coach Antonio Garrido will share a secret method that top-tier leaders use in their presentations. This one method is going to: ✅ Streamline your presentation ✅ Engage your attendees ✅ Skip all the awkwardness Sound interesting to you? Give it a try. . Connect with Antonio on LinkedIn: https://www.linkedin.com/in/antoniogarrido/ . . **Bambiz FREE RESOURCES**

If you're an attorney, chances are, you give webinars. But what if your webinar isn't converting? Are webinars not effective anymore? Should you move on to another method of getting future clients? Thing is…webinars are highly effective IF you do them the right way. In this episode, you'll learn 9 secret hacks to increase your webinar conversion rate. . . **Bambiz FREE RESOURCES**

"It's gotten to the point where I walk into my seminars and everyone already knows me, trusts me, likes me...and I didn't do a thing." Dan Hill, Estate Planning Attorney at The Hill Group, said that in a recent interview we had with him. He has tackled one of the BIGGEST challenges all law firms struggle with: turning leads into clients. Dan is saving time. Dan is making more money. Dan is much happier now that he has this system in place. In this episode, you'll learn 3 takeaways from his lead-into-client system and how you can implement them for success in your own practice, no professional required. Dan uses Bambiz marketing to fill his workshops ➡️ https://bambiz.net/services/workshops-webinars. Once the person is registered, the automation takes over. You can find out more about that system ➡️ https://www.legalmag.net or email kalon@acceleratebusinessservices.com. **Bambiz FREE RESOURCES**

What's the difference between the attorney who's making the average…and the attorney who's making the BIG bucks? There's a truth in this episode that you need to know if you: ✅ Want to make MORE than you've ever made ✅ Become BETTER than you've ever been Sound like something you'd want to know? In this podcast episode, award-winning author and world-renowned coach Antonio Garrido is going to tell you what he has seen in his years of training leaders, on what it takes to go from average to the top earner. Hint: It's time to get uncomfortable. . . Here's the full list from Antonio's screen: Unpaid consulting Prospecting Networking Asking for referrals Asking about their budget Charging for initial consultations Making the presentation Creating a Win/Win in negotiation Overserving Asking for the business Expanding the base Putting prices up Knowing when to walk away Speaking in public Holding people accountable . . . **Bambiz FREE RESOURCES**

Anybody can run their own ads on FB. But getting people to click? That's the tricky part. For our clients, there is one ad that has been raking in the MOST BOOKED consultations with a low ⬇️ price tag for ads. Are you wishing for more consultations? Look no further than this ad. In this podcast episode, Bambiz CEO Jim Blake is here to spill the beans on the best ad he has ever ran for a client.

Blog posts build trust. Blog posts written with SEO get you seen and hired. When you write a blog for your website and optimize it with SEO writing, Google will rank it higher and dramatically increase traffic, ultimately bringing in new clients. The good news: You don't need to watch 20 YouTube videos to learn how to do it. Because we asked Tyler Reed, founder of BizWrite and expert SEO Writer, to tell us how it's done and how attorneys can do this for themselves. No pro required. TAKEAWAYS FROM THE EPISODE: ✅ Make your blog skim-friendly with headlines and bullet points ✅ Write at an 8th-grade (or lower) reading level ✅ Aim for 1500 words per blog article (anything less and Google won't rank it) Join Attorneys like you in our Level Up Elite Coaching Group: https://bambiz.net/services/level-up/ **Bambiz FREE RESOURCES**

Thousands of people visit your website. So why aren't you getting thousands of consultation calls? Your website should be converting visitors ➡️ clients. If it's not, this episode is for you. In this podcast episode, Amie spills the beans on the two key elements every law firm website needs to succeed (but almost no law firm is doing!). TAKEAWAYS FROM THE EPISODE: ✅ The words on your website need to read like an Ernest Hemingway novel ✅ Your website visitor needs to WIN within 10 SECONDS ✅ Use these two “hacks” not only to transform your website but your presentations, consultations, documents, lead magnets, you name it! Pssst....

People won't hire you because it “costs too much”. Not anymore! After 30 years of practicing, estate planning attorney Paul Rabalais has created a product that will not only increase your revenue but make estate planning more affordable to those with a tight budget. Learn more about it here: https://www.myadvocate.com/partnerships/new-partner. At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients. Check us out at https://bambiz.net.

Want more clients? Look no further than the phone. Estate Planning Attorney Ashley Sandford joins us on the show to discuss the Dos and Don'ts of effective phone etiquette for your law firm. At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients. Check us out at https://bambiz.net.

How do you grow your YouTube channel to 192,000 subscribers?! Paul Rabalais is the most popular estate planning attorney on YouTube. His videos have over 15 MILLION total views. However, he will be the first to tell you that he never intended to be an internet sensation, and success doesn't happen overnight. If you are struggling to grow your YouTube channel, want more subscribers, or aren't sure if YouTube is even right for you, then check out this episode. Paul shares the real reason why he started his YouTube channel and the 3 secrets behind his success. At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients. Check us out at https://bambiz.net.

We have 23-year practicing Certified Elder Law Attorney Todd Whatley of The Elder Law Coach joining us on this episode. He also hosts the successful Answers on Aging Podcast. If you haven't yet expanded your practice into Elder Law or are still new at it, you'll want to listen to this. Todd covers the basics of what you need to get started in elder law, whether you're focused on Medicaid planning, Veterans Benefits, or both. He even reveals some of his oops moments as a new lawyer -- including him writing a client a $25,000 check! You can learn more about The Elder Law Coach at https://theelderlawcoach.com.

(Part 3 of 3 in our email marketing series) If you've been following our series, you know how many emails you should send and when. You also know all about the sales email sequence (if not, listen to part 2!). But what if you've sent all of your sales emails and they still haven't made an appointment? That's when you need a nurture sequence. Part 3 is all about how to build trust with potential clients via email using a nurture sequence. We built out a free email sequence template (sales & nurture) to get you started! Download here: https://bambiz.net/email-templates/

(Part 2 of 3 in our email marketing series) In this episode, we are going beyond just getting your emails opened. How many emails should you send? When should you send them? What should be in those emails? We cover it all. That way, when your potential client is ready to hire an attorney, they know who to choose. We even built out a free email sequence template to get you started! Download here: https://bambiz.net/email-templates/

In this episode, we talk about what to do after you get someone's email address. We give you a two-step sequence that the top companies are using and is proven for success. At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients. Check us out at bambiz.net.

Begin your video by saying the WRONG thing and you'll lose your viewer. So, then how do you begin? In this episode, you're going to learn the secret hook of how to start every single one of your videos to get your viewers hooked. Plus, we provide some real examples you can use for your law firm's videos. At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients. Check us out at bambiz.net.

This episode covers the 6 hottest places you need to be showing your face in 2022, as an elder law or estate planning attorney: 3 online and 3 in person. And BONUS: Amie shares the “ace-up-the-sleeve” in how to make people lean in to you, and not tune you out. This secret will not only make your networking successful but less awkward. Win win. At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients. Check us out at bambiz.net.

Video marketing & content can be an exhausting and confusing topic for most people - but it doesn't have to be. Just remember - the social platforms of today are favoring video content - so it isn't something that can be ignored. Here are the 5 reasons why video content & marketing needs to be part of your online strategy: Video is meant to educate and entertain. Video turns into free SEO. Video content helps you get and stay competitive in the online space. Video allows you to get personal and authentic with your audience. Video can help boost your conversions (lead-generation, sales, etc.) One question we get asked about videos is: "How long should my videos be?" That depends on what the goal of the video is!