Podcasts about callrail

"Domestic abuse doesn't always look the way people think it does." The Lawyer Stories Podcast Episode 273 with Benny Gold features Amanda Lee, Founder & CEO of The Lee Consultants (TLC), former prosecutor, civil litigator, Special Assistant U.S. Attorney, and certified trauma-informed coach. For years, Amanda built a successful legal career while privately enduring an abusive marriage. Today, she has transformed that experience into a mission to help high-achieving professionals recognize abuse, reclaim their confidence, and safely move forward. Through The Lee Consultants, Amanda provides confidential coaching, workplace education, and trauma-informed support for professionals whose success often masks the challenges they're facing behind closed doors. In this conversation, we discuss Amanda's journey from prosecutor to entrepreneur, the misconceptions surrounding domestic abuse, why so many accomplished professionals suffer in silence, and how lawyers, leaders, and employers can better recognize and support those in need. This is a powerful conversation about resilience, healing, leadership, and using your own story to help others find theirs. This episode presented by CallRail. Integrated into your case management system, CallRail helps law firms capture every call, respond faster, spot high-value leads instantly, and drive growth. Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and grow smarter. Start your free trial: https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

Most service business owners are chasing the next lead source. Google Ads. Facebook Ads. AI. SEO. Automation. But sometimes the fastest way to grow is still the most old-school strategy in the book: getting out into your community, shaking hands, building trust, and making sure people remember your brand. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Chuck Worley, owner of Worley's Home Services, to talk about branding, networking, reputation, and the real-world grind behind building a service business people know, trust, and refer. Chuck shares his journey from struggling in school to building a career in HVAC sales, starting and losing a business, rebuilding from bankruptcy, paying back debts he was no longer legally required to pay, and eventually growing Worley's Home Services into a $17 million company. He also breaks down why branding is not just about a logo, why standing out matters, and how his orange and green jackets became a memorable part of his local brand. They also discuss: How Chuck went from HVAC technician to top-performing comfort advisor Why sales changed his life and gave him a path forward The painful lessons from bankruptcy and rebuilding from zero Why reputation matters more than almost anything in business How Chuck used networking to grow his company without relying only on digital marketing Why your brand needs to be memorable, even if people think it looks ridiculous How local chambers, BNI groups, and business events can generate real relationships Why referrals still matter in a world obsessed with AI and ads How Chuck used small acquisitions and owner financing to grow Why being the "power connector" in your market can create long-term growth How service business owners can start networking even if they feel uncomfortable If you are a service business owner who wants to build a brand people remember, generate more referrals, and grow through real relationships, this episode is a practical, no-BS playbook. Timestamps 00:00 Old-school networking advice 03:36 Challenges with AI voice calls 08:48 Struggling through high school 11:48 Quitting shipyard job for family 13:32 Quitting jobs due to drug use 18:42 Friend's Offer During Divorce 22:18 Early business struggles and trust 25:11 Growing HVAC Business from Dorm Room 27:03 CallRail for tracking marketing calls 30:37 Networking as an Introvert 32:51 Growing the sales team 36:55 Personal branding and first impressions 41:10 Joining a Chamber of Commerce 45:13 Networking and local referrals 48:41 Networking with industry professionals 52:26 Overcoming networking anxiety 52:58 Networking event experience 56:57 Importance of referrals and relationships 59:38 Wrapping up and subscribing encouragement Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Chuck Worley: https://www.linkedin.com/in/chuckworley757/  Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/ Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code "SBM" to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

Partner with Jay: https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026).All net proceeds are donated to The V Foundation for Cancer Research, let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤSubscribe to Jay's newsletter for weekly marketing tips and tactics: https://www.jayschwedelson.com/newsletterㅤRegister for Eventastic (FREE + VIRTUAL!) https://www.eventastic.comㅤRegister for GuruConference (FREE + VIRTUAL!) https://www.guruconference.comㅤConnect with Jay on LinkedIn: https://www.linkedin.com/in/schwedelson/Check out Jay's YouTube channel: https://www.youtube.com/@schwedelsonCheck out Jay's Instagram: https://www.instagram.com/jayschwedelson/Ask Jay anything: https://www.jayschwedelson.com/askㅤLeave a comment and follow the show, it really helps us out!ㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤPaying for an AI tool and quietly wondering whether you're getting what they promised? That nagging feeling just turned into a class action lawsuit, and Jay Schwedelson thinks it's the first of many in a world where nobody can actually measure what "usage" even means. He also makes a surprisingly convincing case for why dropping the work-email requirement on your forms is a win and not a leak, with detours through LinkedIn GIFs, a Netflix rom-com, and a bestseller list nobody saw coming.ㅤBest Moments:(00:35) LinkedIn is rolling out GIFs in comments, and why that matters more than it sounds(02:45) The Claude Max buyer who expected 20X more usage and found he was getting closer to 6X(02:56) Why "am I actually getting the AI usage I'm paying for" is about to become a recurring legal fight(04:00) Year over year, 27% fewer companies are forcing a work email on their forms(04:54) The case for letting job seekers use a personal email, and why your brand wins when they get hired(08:16) "Stupider People Have Done It" lands at #87 on the USA Today list, with $130,000 raised for cancer research

"Most companies don't have an AI problem — they have a data problem." The Lawyer Stories Podcast Episode 272 features Adam Cohen and George Bosnjak, Co-Founders of Morph Services. George is a seasoned entrepreneur who has helped build and scale multiple startups throughout his career, while Adam brings extensive operational and leadership experience with a passion for building strong teams and delivering exceptional customer experiences. Together, they founded Morph Services to solve a pragmatic problem that organizations across industries face every day: what happens when critical information is trapped inside documents, forms, credentialing files, background checks, and other unstructured data? Morph helps organizations transform paperwork into trusted, validated data that integrates seamlessly into existing workflows and systems. Rather than chasing flashy technology, their focus is on building practical solutions that solve real business problems, eliminate manual processes, improve efficiency, and create interoperability across platforms. In this conversation, we discuss AI, healthcare technology, data management, credentialing, background checks, automation, and why the future belongs to organizations that can turn documents into actionable data. We also explore ethical AI, leadership, entrepreneurship, and building technology that solves fundamental operational challenges. A fascinating discussion about innovation, practical problem-solving, and the future of intelligent data. This episode presented by CallRail. Integrated into your case management system, CallRail helps law firms capture every call, respond faster, spot high-value leads instantly, and drive growth. Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and grow smarter. Start your free trial: https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories  

What separates thriving dental practices from those constantly struggling with team turnover, communication issues, and operational chaos? In this episode of the Raving Patients Podcast, Dr. Len Tau sits down with former NCAA National Champion, AP National Coach of the Year, and executive coach Matt Doherty to discuss how championship-level leadership principles can transform dental practices. Drawing from his experience playing under legendary coach Dean Smith and leading major college basketball programs, Matt shares practical strategies for building stronger cultures, creating accountability, and developing high-performing teams. Whether you're a practice owner, leader, or team member, this conversation offers valuable lessons on leadership, culture, hiring, and creating an environment where people can thrive. What You'll Learn Why culture is the foundation of every successful dental practice The Organizational Triangle: Talent, Systems, and Culture Leadership lessons Matt learned from Dean Smith How to identify and communicate your practice's "why" Why core values often fail and how to make them actionable The importance of accountability without creating conflict How championship teams and successful dental practices share similar principles Why hiring for culture fit matters as much as hiring for skill How daily huddles and repetition build consistency and excellence Real examples of culture transformation inside dental practices — Key Takeaways 00:56 Driving a Championship Culture with Matt Doherty 04:10 From National Championship Coach to Dental Consultant 08:01 Why Culture Matters More Than Talent 11:27 Leadership Lessons from Dean Smith 16:12 Discovering Your Why as a Practice Owner 20:28 Building the Organizational Triangle 25:45 Education Without Action Is Just Entertainment 31:35 Creating Accountability Without Conflict 35:47 A Real Dental Practice Culture Transformation 37:52 How Matt Helps Dental Practices Build Winning Teams   — Connect with Matt Website: dohertycoaching.com Email: matt@dohertycoaching.com YT Channel: Doherty Coaching   — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

Most contractors think branding is about logos, colors, and marketing. It's not. The strongest brands in the trades do something much more powerful: they attract great employees, create loyal customers, and make growth easier. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Levi Torres, founder of High 5 Plumbing, Heating, Cooling & Electric, to discuss how consistent branding became the foundation for one of Colorado's fastest-growing home service companies. What started as a simple idea—a high five at the end of every service call—evolved into a recognizable brand that helps attract top talent, improve retention, and create a culture employees are proud to be part of. Levi shares how High 5 uses social media, training systems, operational consistency, and employee development to build a company that technicians actively want to join. They discuss: • Why branding is a recruiting tool, not just a marketing tool • How company culture influences hiring success • The power of consistency in building trust • Why social media has become a recruiting engine • Creating clear career paths for technicians • Building training systems that support growth • How documentation makes scaling easier • Expanding into HVAC and electrical without losing culture • The role of AI in coaching and employee development • Why employee experience directly impacts customer experience If you're struggling to hire quality people, improve retention, or scale your service business, this episode will show you how a strong brand can solve more problems than you think. Timestamps 00:00 Building a Social Media Presence 06:12 Naming the plumbing business 08:06 Starting to focus on plumbing 10:54 Importance of personal growth in business 14:23 Adapting Branding During Covid 18:02 Switching to social media strategy 20:02 Social media's role in recruiting 23:38 Training technicians to show passion 26:50 Building a Trusting Work Culture 30:15 Employee system review meetings 35:14 Setting up HVAC systems 38:10 Following systems for success 41:22 Customer acquisition strategies and shifts 44:01 Rotating manager-led training sessions 47:49 Utilizing AI for company growth 49:52 Experience with automatic recording systems 54:37 Understanding team roles and strengths 56:42 Balancing revenue and company culture Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Levi Torres: https://www.linkedin.com/in/levi-torres-9b4b97103/ Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo 

Money talks (and so should your P&L). This week, the guys are getting fiscal. Conrad and Gyi bring in two heavy hitters. First up, Leah Miller, fractional CFO and Founder of Firmly Profits, sits down with Conrad and Gyi at the PILMMA Super Summit and breaks down what your finances actually say about your marketing. The big (and predictable) surprise? Most firms are undercapitalized and under-measured. She and the guys dig into the real benchmarks: what healthy marketing spend looks like (you're probably low), what KPIs a CFO actually cares about, and why doubling your intake means nothing if your average case value is tanking. Consider this Chapter One. Then, Josh Porte from Holland & Knight demystifies the MSO model in plain English in a conversation recorded at Vista Consulting Team's A Seat at the Table event. If you've been nodding along to private equity conversations while secretly Googling "what is Rule 5.4," it's time to get schooled. Josh walks through how money flows between a law firm and an MSO, where the ethical guardrails actually live, what rollover equity means for sellers, and why the management services agreement you sign today might be with you for the next 20 years. Minimum. Advanced material, but we believe in you. Whether you're running a tight PI shop or eyeing an acquisition, this episode is a masterclass in treating your law firm like the business it actually is. No yellow book required.-Want to hear more from our guests? They're on LinkedIn (and they're real people, not AI!): Connect with Leah Miller; Connect with Josh Porte. -We learned so much at A Seat at theTable that we created a page on our website dedicated to it. Listen to all the interviews, and enjoy the enlightening conversations as much as we did: https://lunchhourlegalmarketing.com/private-equity-law-firms-the-mso-guide/ -We are now less than two months away from The Lunch Hour Legal Marketing Summit! Check out our speakers, agenda, and register on our website.-A roaring ‘thank you' to our incomparable sponsors: Juvo Leads, Lawmatics, CallRail, and ALPS Legal Malpractice and Law Firm Insurance! Chapters 00:00 Intro 03:23 Leah Miller: How Much Should You Spend on Marketing? 06:27 KPIs & Metrics CFOs Actually Care About 08:19 Financial Benchmarks for Law Firms 11:13 Brand vs. Non-Brand Spend & Regional Variability 12:08 Borrowing to Grow: Acquisition Financing 14:58 AI, Offshore Staffing & the Impact on Labor Costs 15:55 Modeling Finances Around Big Outlier Cases 17:06 What to Look for in a Fractional CFO 19:00 Josh Porte: Rule 5.4 & the MSO Structure Explained 21:12 Josh's Role at Holland & Knight 21:58 What Makes a Great MSO Transaction 23:24 The Gray Areas: Intake, Case Acceptance & Rule 5.3 25:50 How Money Flows: Fixed Fees vs. Cost Plus (No Revenue Splits) 27:56 Where AI Software Lives in the MSO Structure 29:44  Growth Through Acquisition: The Buy-and-Build Playbook 32:29 Operating Agreements, Non-Competes & Rollover Equity 35:58 Management Services Agreements: Terms & Lock-In 37:05 EBITDA Multiples, Multiple Arbitrage & Equity Value Creation 40:17 PE Fund Timelines & Exit Horizons

"Strong injury cases aren't built on medical records alone — they're built on understanding what those records actually mean." The Lawyer Stories Podcast Episode 271 features Shelby Lodholz, BSN, RN, LNC, Founder of Shelby Lodholz Consulting in the Omaha, Nebraska area. With more than 21 years of nursing experience spanning critical care, surgical services, cardiology, procedural medicine, and intensive care leadership, Shelby now helps injury attorneys bridge the gap between medicine and law as a Legal Nurse Consultant. After reviewing thousands of medical records throughout her nursing career, Shelby understands how to identify key issues related to causation, damages, standards of care, and case strategy. Today, she works alongside attorneys to help them better understand the medicine behind their cases, locate and evaluate experts, prepare for depositions and trial, and build stronger, more defensible claims. In this conversation, we discuss the biggest mistakes attorneys make when vetting experts, the importance of professionalism and communication in litigation, the role AI should — and should not — play in evaluating medical issues, and how legal nurse consultants can provide a significant advantage in complex injury cases. Shelby also shares how her rural Nebraska upbringing shaped her work ethic, leadership style, and commitment to doing the hard work necessary to get things right. A fascinating conversation about medicine, litigation strategy, and helping attorneys better understand the cases they are fighting for every day. This episode presented by CallRail. Integrated into your case management system, CallRail helps law firms capture every call, respond faster, spot high-value leads instantly, and drive growth. Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and grow smarter. Start your free trial: https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

What happens after orthodontic treatment ends? For many practices, it's a missed opportunity. Patients lose retainers, stop wearing them, and eventually see their results begin to shift. Meanwhile, practices lose touch with patients and leave recurring revenue on the table. In this episode, Dr. Len Tau sits down with Dr. Blair Feldman, orthodontist, entrepreneur, and co-founder of Retainer Club, to discuss how practices can transform retention from an afterthought into a scalable patient care and revenue strategy. Drawing from his experience building and exiting multiple orthodontic practices, Blair shares how subscription-based retainer programs help practices protect treatment outcomes while creating a seamless patient experience. Dr. Len and Blair explore the economics of retainer programs, patient compliance, recurring revenue opportunities, AI adoption, and the importance of maintaining relationships with patients long after treatment is complete. Whether you're an orthodontist, Invisalign provider, or general dentist offering aligner therapy, this conversation offers practical strategies for extending patient lifetime value while improving clinical outcomes.   What You'll Learn Why retention is one of the most overlooked stages of orthodontic treatment How recurring revenue models can benefit both patients and practices The biggest mistakes practices make after treatment is completed How online retainer fulfillment improves patient compliance Recommended strategies for pricing retainer programs Why patient education is critical for long-term treatment success The role technology and automation play in post-treatment care How practices can increase patient lifetime value through retention programs The importance of transparency when discussing retention and retreatment Business lessons from building and scaling a successful dental startup   Key Takeaways 01:48 Set It and Collect It: How Smart Practices Are Building Recurring Revenue After Aligner Treatments 04:20 The Retainer Gap Most Practices Overlook 08:11 Why Retainers Need Regular Replacement 11:13 Building Predictable Recurring Revenue with Retainer Programs 14:22 The Ideal Retainer Program Playbook 17:36 What Happens When Patients Lose Their Retainers? 18:40 Creating Long-Term Retention and Wellness Scan Strategies 23:05 Subscription Models and Automated Retainer Delivery 24:11 Beyond Orthodontics: Veneer Guards, Whitening Trays, and More 26:30 Why Every Aligner Practice Needs a Retention Program 31:14 Common Objections Practices Have About Retainer Programs 32:35 Lightning Round: Business, Leadership, and Entrepreneurship 38:45 Special Offer for Raving Patients Listeners   — Connect with Dr Blair Co-Founder & President, Retainer Club LinkedIn: Blair Feldman Website: Retainer Club Learn more about how Retainer Club helps practices create recurring revenue while protecting patient outcomes through seamless retainer fulfillment programs.   — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

Episode Summary: In this episode of Legal Marketing Happy Hour, host Sean O'Connor sits down with Miles Kestran, a digital paid media strategist at Above-the-Bar Marketing, to dissect the common pitfalls law firms face with paid advertising. They explore the journey from click to conversion, emphasizing the importance of the creative, copy, and conversion process. Miles highlights the significance of negative keywords and the role of landing pages in boosting conversion rates. The discussion also covers the critical role of intake personnel in ensuring leads turn into clients and the use of tools like CallRail for tracking and improving ad performance. This episode is essential for law firms looking to optimize their advertising strategies and improve their return on investment. Key Timestamps: 00:01 – Introduction 00:22 – Challenges with Law Firm Paid Ads 01:06 – The Three Cs of Advertising 01:54 – Identifying Conversion Gaps 03:08 – Importance of Negative Keywords 04:03 – Structuring Campaigns for Lead Quality 06:17 – Case Study: Misdiagnosed Ad Performance 07:38 – Role of Call Tracking in Ad Success 09:20 – Impact of Landing Pages on Conversions 11:38 – Pressure Testing Ad Campaigns 12:39 – Metrics to Monitor for Ad Success 14:27 – Mobile Optimization and Future Trends About the Show: Legal Marketing Happy Hour serves up tactical marketing insights to help law firms grow smarter, faster, and more profitably. Each episode features industry experts who share their knowledge on various aspects of legal marketing, from digital advertising to client intake processes. The show is designed for legal professionals looking to enhance their marketing strategies and achieve better results. With a focus on practical advice and real-world examples, Legal Marketing Happy Hour is your go-to resource for staying ahead in the competitive legal market.

Most home service companies don't have a lead problem. They have a follow-up problem. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Kevin Wu, founder of Leaping AI, to discuss how AI voice agents and automation are helping home service businesses solve some of their biggest call center challenges. From missed calls and slow follow-up times to after-hours booking and lead nurturing, Kevin shares how AI is being used as a practical tool to support customer service teams, improve speed-to-lead, and create better customer experiences without replacing people. The conversation also explores the future of AI-powered call centers, how contractors can automate repetitive tasks, and why business owners should focus on using AI to eliminate bottlenecks instead of simply cutting payroll. What You Will Learn in This Episode Why speed-to-lead is still one of the biggest challenges in home services How AI voice agents help capture missed opportunities The difference between replacing employees and supporting employees Why call centers struggle with consistency and process adherence How AI can improve appointment scheduling and follow-up The role of AI in call monitoring and quality control Why data quality inside your CRM matters more than ever How AI can help clean and organize customer databases The future of automated outbound campaigns The risks of AI abuse and spam calling How responsible AI adoption can improve customer experience Why contractors should start experimenting with AI today If you're looking for ways to improve call handling, increase booked appointments, and build a more efficient service business, this episode is packed with practical insights. Timestamps 00:00 Challenges with contractor responsiveness 03:11 Kevin introduces himself 08:58 Kids' interest in trade careers 09:45 Issues with Customer Support Responsiveness 14:00 AI improving call center efficiency 18:33 Solving data analysis with AI 20:55 Improving business metrics accuracy 25:37 Implementing EOS for business owners 29:31 Focusing on business priorities 32:00 AI for persistent customer follow-up 35:27 Responsible AI use in marketing 39:33 Data export issues in QuickBooks 40:45 Using AI to clean CRM data 43:35 Trying something new for 30 minutes Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Kevin Wu: https://www.linkedin.com/in/kevin-wu-452a6393/ Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

What if the biggest issues in dentistry are the ones you can't see? In this episode of the Raving Patients Podcast, Dr. Len Tau sits down with renowned prosthodontist and innovator Cherilyn Sheets to discuss how new diagnostic technology is changing the future of dentistry. Cherilyn shares the story behind Interview and Quantitative Percussion Diagnostics (QPD), a science-based system designed to detect cracks, loose restorations, implant instability, and structural weaknesses before they become catastrophic problems. Dr. Tau and Cherilyn explore how this technology helps dentists improve diagnostics, increase patient trust, and boost case acceptance by showing patients issues that traditional imaging often misses. They also dive into the intersection of dentistry, engineering, AI, and preventive care, along with the journey of bringing a groundbreaking dental innovation to market. From early diagnosis to patient communication, this conversation highlights how modern dentistry is moving beyond what can simply be seen on an X-ray. What You'll Learn How Quantitative Percussion Diagnostics (QPD) works Why traditional imaging can miss structural tooth problems How Interview technology helps improve case acceptance The role of AI and engineering in modern dental diagnostics How dentists can identify cracks, loose crowns, and implant instability earlier Why preventive intervention creates better patient outcomes How Cherilyn Sheets helped develop and commercialize this technology The importance of combining science, integrity, and innovation in dentistry — Key Takeaways 00:56 Introduction to Cherilyn Sheets and Interview Technology 03:30 What Interview Technology Actually Does 06:11 Who Benefits Most from QPD Diagnostics 08:42 How Technology Improves Case Acceptance 11:10 Understanding Quantitative Percussion Diagnostics (QPD) 14:52 Detecting Cracks, Stress, and Structural Problems Early 17:55 Comparing Interview to Other Diagnostic Technologies 18:35 Using QPD to Find Pain Sources Faster 19:16 Common Objections and Ease of Use in Practices 23:22 FDA Approval and Product Validation 25:29 The Story Behind the Technology's Creation 30:55 Why Interview Complements X-Rays Instead of Replacing Them 32:42 Cherilyn's Passion for Innovation and AI in Dentistry 33:45 Lightning Round Questions 40:30 Special Offer and How to Learn More About Interview 41:40 Final Thoughts and Episode Wrap-Up   — Connect with Cherilyn Website: Innerview AI - https://innerview.ai/ Email: cgsheets@ncofi.org Organization: Newport Coast Oral Facial Institute (NCOFI) — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

"Many of my clients feel unheard. My mission is to make sure they aren't." The Lawyer Stories Podcast Episode 270 features Dayle Lopez, Founder of DLopez Law Firm in Miami, Florida. Dayle's journey began in Cuba before immigrating to the United States at 15 years old. Like many immigrant families, she quickly went to work, taking a job at Jamba Juice to help support her household while learning to navigate a new country and culture. Those early experiences shaped the resilience, discipline, and purpose that continue to drive her today. After earning her law degree, studying international law abroad, and further developing her advocacy skills through Harvard's Program on Negotiation, Dayle built DLopez Law Firm to serve those who often feel overlooked by the legal system. Today, her firm focuses on personal injury law and is deeply rooted in the Hispanic and immigrant communities of South Florida. With a bilingual team and a client-centered approach, Dayle and her firm are committed to providing compassionate representation and fighting for those who need a voice. This is a conversation about perseverance, purpose, entrepreneurship, and using your own journey to help others navigate theirs. This episode is also sponsored by Grow or Die with John Morgan. For the first and only time, John Morgan will take the stage in Las Vegas to lay out how he achieved explosive, long-term dominance and legacy. No fluff. No theory. No motivational garbage. Join firm leaders from across the country at the Wynn Encore on June 9–10 for two days of CLE-accredited sessions focused on building your firm for the next 10, 20, and 30 years. Use code STORIES20: https://events.themorganconnection.com/growordiewithjohnmorgan/lawyerstories This episode presented by CallRail. Integrated into your case management system, CallRail helps law firms capture every call, respond faster, spot high-value leads instantly, and drive growth. Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and grow smarter. Start your free trial: https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

Most contractors don't have a recruiting problem. They have a recruiting system problem. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Paul Sanneman, founder of Contractor Staffing Source, to discuss how top home service companies are using systems, assessments, and AI-powered recruiting tools to consistently find better employees. After helping more than 2,000 contractors and recruiting over 2,500 successful hires, Paul shares the biggest recruiting mistakes contractors make and why most hiring challenges are self-inflicted. The conversation dives into the mindset shifts required to build a winning team, the importance of recruiting year-round, and how technology can help contractors identify better candidates before they ever schedule an interview. If you're struggling to attract, evaluate, or retain quality employees, this episode provides a practical framework for building a repeatable recruiting machine. What You Will Learn in This Episode • Why recruiting should never stop • The biggest hiring mistakes contractors make • How applicant tracking systems streamline recruiting • Why speed-to-lead matters for hiring • How assessments reduce bad hires • Why personality and integrity are often more important than experience • The benefits of hiring outside the construction industry • How AI can improve recruiting processes • Why hiring slow and firing fast protects your culture • The true cost of keeping B players on your team • How recruiting impacts long-term business growth • Why private equity companies are winning the hiring game Timestamps  00:00 Job applicant assessment process 05:03 Challenges in hiring decisions 07:21 Comparing coordinators to wedding planners 11:35 Using content to attract talent 13:38 Promoting job openings effectively 18:14 Asking ethical interview questions 21:54 Using call tracking for marketing 25:26 Managing job application process 28:44 Keeping a team member too long 29:39 Avoiding painful firing decisions 34:46 Importance of business skills Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Paul Sanneman: https://www.linkedin.com/in/paul-sanneman   Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo 

Everyone's talking about MSOs. But this isn't really a conversation about MSOs. This week on Lunch Hour Legal Marketing, Conrad Saam and Gyi Tsakalakis take you inside Vista Consulting's "A Seat at the Table" event, where lawyers, operators, bankers, and investors gathered to wrestle with the biggest structural shift in legal in a generation. Conrad and Gyi went with one agenda: filter through the PE noise and find out what all of this actually means for law firm marketing. What they found was more interesting than the headlines. Law firms are being evaluated as branding and marketing companies. Outside capital is chasing firms with diversified case acquisition, strong community relationships, and operational sophistication. And the firms that still can't track cost per case, attribute a lead, or explain their marketing mix? They're increasingly invisible to the people writing the checks. Three guests. Three very different seats at the table. Rob Bordonaro of Nager Romaine & Schneiberg brings a Fortune 50 operator's eye to a legal industry he describes as years behind on process, technology, and leadership development, and explains why that gap is exactly what makes this moment interesting. Jonathan Hawkins of Law Firm GC has brokered these deals from both sides. He breaks down growth capital, why law firm mergers fail, and why private equity has started describing law firms as branding and marketing companies first. Chad Dudley of Dudley DeBosier built the deal that put MSOs on the map for personal injury firms. He explains true cost per case, what makes a firm worth partnering with, why brand means something different than awareness numbers, and why depending on a single marketing channel is just waiting for a failure. If you've been watching this space and wondering what it actually means for your firm's marketing strategy, this is the episode. More LHLM If you want to hear all of our full-length conversations from A Seat at the Table, there's a space for that! Head over to Private Equity & Law Firms: The MSO Guide - Lunch Hour Legal Marketing to find out more about what we learned and hear the conversations. Thank you to our sponsors: Juvo Leads, Lawmatics, CallRail, and ALPS Legal Malpractice Insurance Want more Gyi and Conrad in your work week? Join us for Office Hours, live every Thursday at 1 PM ET on LinkedIn. We're starting a Slack Community. Want in? Come on over! The Lunch Hour Legal Marketing Summit is coming to Nashville this August! Will you heed our call and get your tickets? The clock is ticking… Secure your tickets: https://lunchhourlegalmarketing.com/registration/ Chapters 00:00 The 3 Marketing Themes Lawyers Should Watch 03:25 Ohio's Largest Workers' Comp Firm Explores MSOs 05:28 Why Legal Is “Years Behind” Other Industries 06:47 Outside Operators Are Changing Law Firms 08:38 The CMO & Leadership Gap in Legal 10:06 Economies of Scale in Legal Operations & Marketing 11:32 Will MSOs Actually Improve Client Experience? 13:13 Jonathan Hawkins on PE Interest in Law Firms 14:45 Fear, Growth Capital & the PE Opportunity 15:57 What “Growth Capital” Actually Means for Law Firms 17:58 Why PE Sees Law Firms as Marketing Companies 18:46 Equity Opportunities for Non-Lawyer Talent 19:45 The Operational Reality of Law Firm Consolidation 19:46 Why Law Firm Mergers Fail (and How to Avoid It) 20:57 Marketing Challenges Inside Consolidated Firms 22:05 Economies of Scale for Advertising & AI 23:05 Chad Dudley: How Dudley DeBosier Pioneered the MSO Model 25:35 How an MSO Actually Accelerates Case Growth 26:50 True Cost Per Case: The Marketing Metric Most Firms Miss 29:34 What Makes a Firm an Attractive MSO Candidate 31:56 Why Brand Matters More Than Awareness Numbers 34:59 Brand vs. Direct Spend: How to Think About Your Marketing Mix

What if the biggest reason your marketing is not working has nothing to do with your marketing company? In this episode of the Raving Patients Podcast, Dr. Len Tau sits down with dental marketing expert Nicole Toudouze to unpack the most common marketing mistakes dental practices are making today and what dentists need to do differently to actually see results. Nicole shares practical insights from working with hundreds of dental practices, including why so many offices fail to define clear marketing goals, how missed phone calls quietly destroy ROI, why outdated websites sabotage ad performance, and the real budget practices need if they expect sustainable growth. The conversation also dives into AI in dental marketing, online scheduling, patient acquisition costs, realistic expectations, and why practices often blame marketing companies when the real issue lies inside the office systems. If you are investing in marketing but not seeing the growth you expected, this episode will help you identify where the disconnect may actually be and how to build a marketing strategy that truly supports long-term practice growth.   What You'll Learn The top five marketing mistakes dental practices are making today Why defining clear growth goals matters before spending on ads How missed phone calls destroy patient acquisition opportunities Why your website can make or break marketing performance The truth about realistic dental marketing budgets How Google Ads actually work behind the scenes Why dentists often give up on marketing too quickly Nicole's thoughts on AI answering patient phone calls The importance of tracking ROI and marketing performance How AI and changing search behavior are reshaping dental marketing Key Takeaways 00:45 Introduction and Episode Overview 03:42 Nicole Announces Her New Podcast 05:15 What Transcend Dental Does for Practices 06:20 The First Marketing Mistake: Lack of Clear Goals 08:10 Why Answering the Phone Still Matters 09:24 AI Receptionists vs Human Connection 13:57 Why Your Website Could Be Hurting Marketing 14:46 Online Scheduling and Patient Expectations 16:48 The Reality of Dental Marketing Budgets 21:10 Why Dentists Underestimate Marketing Costs 27:05 The Problem with Unrealistic Marketing Expectations 27:50 How Google Ads Actually Learn and Improve 30:52 Why Marketing Companies Become the Scapegoat 33:08 How AI Is Changing Dental Marketing 35:18 What to Do If You Don't Trust Your Marketing Company 37:48 How to Connect with Nicole Toudouze 38:48 Final Thoughts and Closing   — Connect with Nicole Website: Transcend Dental Agency  Instagram: @transcendentalagency Facebook: Transcend Dental Agency   Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.   This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

"Preparation isn't optional when people are trusting you with the hardest moment of their lives." -Michael Saile The Lawyer Stories Podcast Episode 269 features Michael Saile, Founder, Managing Partner, and Trial Attorney at Cordisco & Saile, LLC, a rapidly growing personal injury law firm based in Bucks County, Pennsylvania. Michael built his career trying serious injury cases and helping real people take on powerful insurance companies and corporations. Today, he leads a modern injury firm focused on catastrophic injury, trucking crashes, traumatic brain injuries, and wrongful death cases - while continuing to emphasize discipline, preparation, and client trust. In this conversation, we discuss building and scaling a law firm in today's legal landscape, the growing role of AI in legal operations, leadership through adversity, and why Michael believes you only get one chance to properly represent a client - so you better be fully prepared and genuinely care about the people you represent. We also talk about how his wrestling background shaped his mindset in trial work, leadership, and accountability both inside and outside the courtroom. Great conversation with Michael about growth, responsibility, and building a law firm culture centered around performance and people. This episode is also sponsored by Grow or Die with John Morgan. For the first and only time, John Morgan will take the stage in Las Vegas to lay out how he achieved explosive, long-term dominance and legacy. No fluff. No theory. No motivational garbage. Join firm leaders from across the country at the Wynn Encore on June 9–10 for two days of CLE-accredited sessions focused on building your firm for the next 10, 20, even 30 years down the line. Use code STORIES20: https://events.themorganconnection.com/growordiewithjohnmorgan/lawyerstories This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at: https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

Most contractors walk past air curtains every day without realizing how much money they can save commercial buildings. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Curtis Rosol from Mars Air Systems to break down how air curtains work and why they've become a powerful solution for energy savings, indoor air quality, and insect control in commercial spaces. From convenience stores and restaurants to cold storage facilities and warehouses, Curtis explains how air curtains create an invisible barrier that keeps conditioned air inside while preventing heat, humidity, dust, smoke, and flying insects from entering the building. They also discuss: How air curtains reduce HVAC energy loss Why electrification will make energy savings even more valuable How air curtains help solve cold storage and freezer issues The difference between strip curtains and air curtains Why insects and contaminants enter buildings through open doors How air curtains improve indoor air quality The ROI contractors can present to commercial customers Why these systems are becoming more important in high-traffic buildings Simple installation opportunities for HVAC contractors Residential applications for luxury outdoor living spaces If you work in light commercial HVAC or want to offer energy-saving upgrades to your customers, this episode is packed with practical opportunities. Timestamps 00:00 Energy efficiency in buildings 05:54 Energy savings with protected openings 07:08 Impact of Electric Demand on Costs 12:24 Using air curtains for patios 13:11 Using CallRail for Marketing 16:29 How air curtains work 19:43 Installing above-door units 22:54 Episode wrap-up and closing remarks Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Curtis Rosol: https://www.linkedin.com/in/curtisrosol/ Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

Partner with Jay: https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026).All net proceeds are donated to The V Foundation for Cancer Research, let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤSubscribe to Jay's newsletter for weekly marketing tips and tactics: https://www.jayschwedelson.com/newsletterㅤRegister for Eventastic (FREE + VIRTUAL!) https://www.eventastic.comㅤRegister for GuruConference (FREE + VIRTUAL!) https://www.guruconference.comㅤConnect with Jay on LinkedIn: https://www.linkedin.com/in/schwedelson/Check out Jay's YouTube channel: https://www.youtube.com/@schwedelsonCheck out Jay's Instagram: https://www.instagram.com/jayschwedelson/Ask Jay anything: https://www.jayschwedelson.com/askㅤLeave a comment and follow the show, it really helps us out!ㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤMeta just quietly dropped a standalone app built to swipe users straight from Reddit, and that's only the start of what Jay Schwedelson is digging into this week. There's also a new LinkedIn tool that exposes which AI models people are actually using by industry, plus some fresh data showing that one tiny tweak to your promotional emails can triple engagement and seriously boost your inbox placement.ㅤBest Moments:(00:16) Meta launches Forum, a standalone app built to go straight at Reddit(01:36) LinkedIn Cross Check reveals which AI models are dominating by industry(03:30) Why reply-driven promotional emails are pulling 3X the engagement(04:25) The 90-day inbox placement lift B2B brands are seeing from reply CTAs(05:18) Reply rate is now the number one signal for Outlook, Gmail, and Yahoo(06:30) Love Island USA returns June 2nd with ad demand up 73% year over year

What if the biggest revenue leak in your practice isn't production… but what happens after treatment is completed? In this episode of the Raving Patients Podcast, Dr. Len Tau sits down with returning guest Shreyas Parab, co-founder and CEO of Daydream, to unpack how AI is transforming dental billing, insurance verification, and revenue cycle management. Shreyas shares how growing up in his mother's dental practice shaped his understanding of the administrative burdens that silently drain profitability and damage the patient experience. From insurance verification mistakes to denied claims and surprise patient bills, this conversation dives deep into why outdated systems are costing practices far more than they realize. Dr. Len and Shreyas also explore the future of AI in dentistry, where it's already succeeding, where it's overhyped, and how practices can use automation to improve efficiency without sacrificing patient relationships. If you've ever struggled with insurance headaches, front desk overwhelm, staffing challenges, or negative reviews tied to billing confusion, this episode offers a practical look at how the future of dental administration is evolving. What You'll Learn Why billing and insurance issues are one of the biggest causes of negative dental reviews How inaccurate insurance verification impacts patient trust and profitability The difference between AI that enhances a practice and AI that replaces human connection Where AI is already thriving in dentistry today Why administrative overload hurts both patients and team culture How automation can improve claim follow-up and reduce denials The future of front desk staffing and dental operations Why patient experience still matters more than technology How Daydream uses AI and human oversight together for RCM accuracy What dentists should focus on if they want more freedom and less operational stress — Key Takeaways 00:44 Introduction and Sponsor Message 02:00 Shreyas Reflects on Supercharge Your Dental Practice 04:23 Growing Up in a Dental Practice 09:30 AI's Rapid Growth in Dentistry 13:40 The Reality of AI Receptionists 17:05 How Billing Problems Hurt Patient Experience 19:46 The Hidden Cost of Insurance Verification Errors 24:45 What Dental RCM Looks Like With and Without AI 27:18 Can AI Make Mistakes? 30:15 Reducing Denials and Increasing Profitability 32:20 Which Practices Benefit Most From Daydream 35:17 The Future of the Dental Front Desk 36:55 Why Better Systems Give Dentists More Freedom 38:47 How to Learn More About Daydream 39:10 Final Thoughts and Closing Remarks   — Connect with Shreyas Website: Daydream Dental Free Dental Billing Resource: Dental Billing 101 AI Google Review Analysis Tool: Daydream Google Review Analyzer   — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.   This podcast is sponsored by Dental Intelligence. Learn more here.   This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here.   Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!  

The skilled labor shortage isn't just a hiring problem. It's a perception problem. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Ruchir Shah, founder of SkillCat, to discuss why home service companies are struggling to attract and retain skilled workers and what the industry can do about it. Ruchir shares how his background in workforce training led him to build SkillCat, an online trade training platform helping people transition into HVAC, plumbing, electrical, and appliance repair careers. If your company struggles with hiring, retention, or technician development, this episode offers a practical look at how the future workforce is changing. What You Will Learn in This Episode Why the trades are becoming more attractive to younger generations How white-collar workers are now transitioning into skilled trades The real reason people are leaving traditional office jobs Why many technicians feel more fulfilled than corporate workers The growing impact of AI on career choices Why training accessibility is critical for the future of the trades How online trade training and certifications are changing recruiting Why mechanical aptitude matters more than experience The role gamification and microlearning play in technician development How companies can build better apprenticeship and training programs Timestamps 00:00 Expanding online trade certifications 04:52 Starting SkillCat to help reskill 06:26 Job security concerns in Savannah 09:43 Switching to a paid model 15:01 Relying on social media sharing 17:05 Emphasizing the importance of networking 20:08 Trades job satisfaction and benefits 22:55 The value of trade jobs 25:58 Returning to familiar industries 31:27 Building trade school courses 32:59 Designing bite-sized, interactive courses Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Ruchir Shah: https://www.linkedin.com/in/ruchir-shah/ SkillCat: https://www.skillcatapp.com Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

Partner with Jay! https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤEver notice how one tiny word can decide whether someone clicks or scrolls right past you? That's the rabbit hole Jay Schwedelson climbs into this week, making the case that "without" might be the most underrated word in marketing and that your audience is far more beginner than your ego wants to admit. Stick around for the second half, where a listener's block-party dilemma turns into a surprisingly honest confession about 16 years of dodging the people next door.ㅤBest Moments:(01:30) How the no-code movement quietly trained everyone to expect easy(02:17) A plain-English definition of cognitive load and why it drives every yes or no(02:45) The one word that lifts opens, engagement, and conversions across every audience(03:43) Side-by-side offer rewrites that make "without" click instantly(05:01) Why marketers overestimate their audience and ignore the beginners who actually convert(06:57) A dog, a stare, and Jay's real answer on block-party guilt

What if everything you thought you knew about local search… is only half the story? In this episode, Dr. Len Tau sits down with local search expert Mike Blumenthal to unpack what's actually driving visibility, engagement, and patient acquisition today. From the evolving role of AI to why fundamentals like reviews, branding, and user experience still dominate, this conversation challenges the shortcuts most practices rely on. If you're focused on rankings but not results, this episode will shift your perspective on what truly matters in building a sustainable, patient-generating online presence..   What You'll Learn Why local search fundamentals haven't changed, even with AI advancements How Google evaluates engagement and why it impacts your rankings The real role of reviews, brand, and reputation in attracting patients Why AI is changing how patients search, not what matters most How to optimize your website for conversion, not just traffic The growing importance of long-form, intent-based search queries Why local brand building may be your biggest competitive advantage — Key Takeaways 00:41 Introduction to Mike Blumenthal and local search expertise 04:03 The evolution of local search and what hasn't changed 04:40 Google algorithms vs changing search displays 06:29 The future of AI in search and user behavior 09:45 What dental practices should focus on in marketing 11:59 Website engagement and user experience fundamentals 14:38 Online scheduling and conversion strategies 16:32 Understanding engagement signals beyond bounce rate 20:36 Visibility, credibility, and engagement explained 24:47 Reviews, ratings, and patient experience balance 25:25 Categories and ranking factors in local SEO 27:54 The role of citations and directory authority 31:06 Surprising user behavior trends and AI usage 36:15 The #1 focus for dental practices moving forward 38:06 Best practices for generating effective reviews 40:18 Where to follow Mike Blumenthal     — Connect with Mike Email: mblumenthal@nearmedia.co Website: Near Media   Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.   This podcast is sponsored by Dental Intelligence. Learn more here.   This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here.   Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!  

Most law firms don't have a lead problem - they have a tracking, intake, and conversion problem. The Lawyer Stories Podcast Episode 267 features Camila Parodi, Director of Advertising at Constellation Marketing. Camila works closely with law firms on advertising strategy, lead quality, intake performance, ROI tracking, and the systems that ultimately determine whether marketing dollars actually translate into signed cases and long-term growth. In this conversation, we discuss the hidden places law firm advertising budgets quietly leak, why cost per signed case matters more than vanity metrics, and how marketing, intake, and data tracking all need to work together to build a scalable modern law firm. We also explore the evolving role of AI, smarter decision-making through data, and why many firms are still making growth decisions without fully understanding what's actually driving results. Great conversation with Camila about the future of legal marketing and operational growth. This episode is also sponsored by Grow or Die with John Morgan. June 9–10 at the Wynn Encore in Las Vegas — no fluff, no theory. Use code STORIES20: https://events.themorganconnection.com/growordiewithjohnmorgan/lawyerstories This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories  

Partner with Jay! https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤIf your attribution model is telling you to dump everything into branded paid search, congratulations, you've just found a fast way to flatline your pipeline. Laura Beussman, CMO and CRO at CallRail, sat down with Jay Schwedelson to push back on the idea that attribution is dead, and to make the case that the real problem isn't measurement, it's marketers oversimplifying it. Spoiler: she has the patent and the 20 million call dataset to back it up.ㅤConnect with Laura Beussman on LinkedIn and try CallRail free at callrail.com/dothis to see how attribution, call tracking, and conversational AI actually fit together for your business.ㅤBest Moments:(01:43) Why "attribution is dead" is mostly clickbait dressed up as a hot take(03:17) The trap of trusting a beautiful chart that tells you to spend on one channel(04:29) Self-reported attribution and why CallRail holds the patent on it(06:26) Conversational AI now picks up call sentiment, next steps, and coaching moments(08:00) What it actually feels like owning marketing and revenue under one job title(13:29) LLM traffic is still tiny but growing fast, and the discovery game has changed(15:21) The hide-in-your-room versus go-to-the-dinner debate at industry events

“Butts, not bots.” That's the philosophy behind this week's conversation with Ted DeBettencourt of Juvo Leads, a new sponsor of Lunch Hour Legal Marketing, and honestly, it sparked one of the most practical discussions we've had about intake in a long time. From AI chat frustrations and LSA response failures to empathetic intake conversations and signed retainers through text, this episode digs into what actually helps law firms convert more leads into cases. Ted joins Conrad and Gyi to break down why human-powered intake still outperforms automation in many legal marketing scenarios, how firms lose leads by forcing clients into the wrong communication channels, and why response speed alone isn't enough if the experience feels robotic. They also get into A/B testing intake vendors, reducing wasted PPC spend, qualifying leads properly, and the hidden dangers of certain lead-handling practices in the legal industry. If you've ever wondered whether AI intake is really “good enough” yet or whether your law firm is accidentally creating friction for potential clients, this episode is for you. Connect with Ted! You can find Ted on LinkedIn, and head over to juvoleads.com to take advantage of Ted's offer to get 50% more leads or your money back with a free 30-day trial. Enter code LHLM for discounted retainer pricing. A massive thank you to all of our new sponsors we have onboarded under our endorsed sponsor model: Juvo Leads, Lawmatics, CallRail, and ALPS Insurance! Gyi and Conrad are headed to the PILMMA Super Summit in San Antonio! If you're in attendance, say hello and let us know your thoughts on the event. The Lunch Hour Legal Marketing Summit is coming. Have you secured your ticket?

The way homeowners search for HVAC, plumbing, and home service companies is changing fast. And most contractors are completely unprepared for it.   In this episode of Service Business Mastery, Tersh Blissett sits down with Phil Risher from Phlash Consulting to discuss the massive shift from traditional Google SEO to AI-powered search and what it means for home service businesses.   Phil explains why AI search is changing how customers find contractors, why conversational search matters more than keywords, and how tools like ChatGPT and Google AI Overviews are disrupting traditional marketing strategies.   What You Will Learn in This Episode   Why old-school SEO is no longer enough How AI search actually works Why Google is moving toward "agentic search" and booking How to optimize your website for AI visibility Why pricing pages and online scheduling matter more than ever How contractors should use call transcripts to create content Why AI-generated "slop content" can hurt your rankings How local backlinks and authority still matter What contractors should be doing right now to stay ahead   If you want your company to stay visible in the next generation of search, this episode is a must-listen.   Timestamps 00:00 Impact of AI on search queries 06:14 Shift in local search habits 09:00 Navigating AI for presentations 12:38 Debating the relevance of SEO 16:13 Using AI for customer insights 18:58 Importance of local backlinks 20:58 Building partner referral networks 24:15 Optimizing for AI search ranking 27:51 Importance of online recognition 32:29 Creating a searchable business database 33:34 Initial struggles with Notebook LM 39:10 Comparing Google and LLM relationships 42:35 Measuring AI visibility metrics 44:37 Navigating the AI search landscape 46:21 Dealing with AI memory glitches   Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Phil Risher: https://www.linkedin.com/in/philrisher/   Connect with Us LinkedIn - https://www.linkedin.com/company/service-business-mastery TikTok - https://www.tiktok.com/@servicebusinessmastery Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast Instagram - https://www.instagram.com/servicebusinessmasterypodcast   This episode is kindly powered by: UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: $500 toward Breezy + we'll show you exactly how many jobs you're missing right now. Book a demo here: https://calendly.com/shaun-breezy/30min?month=2026-04  PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo

What if your biggest growth opportunity isn't your marketing… but how your team communicates? In this episode, Dr. Len Tau sits down with returning guest Danny Bobrow to break down the human side of practice growth. From the first phone call to treatment acceptance, Danny explains why trust, empathy, and communication skills are the real drivers behind case acceptance and long-term patient loyalty. They dive into why most practices mishandle leads, how emotional decision-making impacts patient behavior, and the simple shifts your team can make to create stronger connections that lead to more yeses. If you want better conversions, stronger relationships, and a more consistent patient experience, this episode is a must-listen.   What You'll Learn Why patients make decisions emotionally before justifying with logic The three C's of persuasive communication and how they impact case acceptance How poor phone handling is costing practices new patients What actually defines a "qualified lead" Why listening is one of the most valuable skills in your practice How to build trust quickly in the first 30 seconds of a call The difference between convincing and true persuasion How to get your entire team aligned and consistent with communication — Key Takeaways 00:46 Introduction and episode overview 01:54 About Danny Bobrow and his background 03:24 How Danny helps dental practices grow 06:33 The importance of communication in patient conversion 08:08 Why listening is a critical skill 09:57 Overview of the Persuasion Blueprint 11:50 Emotional decision-making explained 13:19 The three C's of communication 14:58 Breaking down caring, connection, and collaboration 16:48 Common mistakes practices make 18:40 Understanding different types of "yes" 20:48 Getting team buy-in and consistency 25:45 What defines a qualified lead 28:36 Handling unqualified or difficult leads 29:02 Avoiding a "salesy" approach 31:05 Building trust in the first interaction 32:06 Why how you say things matters more than what you say 33:10 The impact of trust on referrals and retention 34:16 Lightning round Q&A 35:14 How to connect with Danny — Connect with Danny

"If you're going to do something, do it well." -Brett Rhodes The Lawyer Stories Podcast Episode 266 features Brett Rhodes, Founder of Rhodes Law in Sonoma County, California, where he helps families create estate plans that protect loved ones and preserve legacies. With more than 25 years of experience spanning public service, law enforcement, and the legal field, Brett brings a unique perspective to his work - combining leadership, service, and a deep understanding of the importance of planning for the future. In this conversation, we discuss Brett's path into law, building a practice in Sonoma County, and the kinds of cases and clients that have shaped his work over the years. We also explore what it means to run a values-driven legal practice and stay grounded in work that often carries significant emotional weight for the people involved. Brett is currently a finalist for the 2026 Best of Sonoma County in the Best Attorney category after receiving the honor last year as well. Really appreciated the opportunity to hear Brett's story and reflect on the important work he's doing for families and his community. This episode is also sponsored by Grow or Die with John Morgan. June 9–10 at the Wynn Encore in Las Vegas - no fluff, no theory. Use code STORIES20: https://events.themorganconnection.com/growordiewithjohnmorgan/lawyerstories This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Ryan Kiscaden, owner of Kiscaden Consulting and creator of the Next Up Trades children's book series, to discuss how storytelling can reshape the future of recruiting in the trades.   Ryan shares how a conversation with his plumber brother-in-law sparked the idea to create books that explain HVAC and plumbing to children in a way they can understand and connect with emotionally.   Instead of focusing only on wages, debt, and job security, Ryan believes the industry needs to tell a better story about purpose, problem solving, and helping people.   They discuss:   Why the trades struggle with perception problems How recruiting really starts in childhood The emotional side of working in HVAC and plumbing Why storytelling matters more than statistics The disconnect between schools and skilled trades How contractors can become community educators Why ADHD and hands-on learning may actually be strengths in the trades How AI and technology are changing the perception of blue-collar careers   If your company struggles to recruit young talent, this episode offers a completely different perspective on building the next generation of skilled trades professionals.   Timestamps 00:00 Promoting trades to young kids 04:15 Explaining skilled trades to kids 07:56 Changing perspectives in education 10:35 Changing perceptions around AI jobs 13:48 The gratification of helping others 17:36 Industry collaboration and collective effort 19:33 Interviewing teachers and donors 24:38 Creative uses by contractors 28:19 Challenges for kids with ADHD 32:22 Challenges with traditional schooling 33:34 Learning with technology and AI 36:32 Where to find more info   Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Ryan Kiscaden: https://www.linkedin.com/in/ryankiscaden/   Connect with Us LinkedIn - https://www.linkedin.com/company/service-business-mastery TikTok - https://www.tiktok.com/@servicebusinessmastery Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast Instagram - https://www.instagram.com/servicebusinessmasterypodcast   This episode is kindly powered by:   UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: $500 toward Breezy + we'll show you exactly how many jobs you're missing right now. Book a demo here: https://calendly.com/shaun-breezy/30min?month=2026-04  PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

Conrad's query sounds simple on the surface: If we're getting paid to talk about something, how obvious do we have to be about it? That turns into a much bigger conversation with John Henson about disclosures, sponsorships, and where people tend to get themselves into trouble. They talk through the new LHLM endorsement model, what actually needs to be said out loud, and how far you can go before it starts to feel like you're hiding something. (Hint: don't do that.) There's also a practical side to this. Nobody wants a podcast that sounds like a legal disclaimer with a few jokes sprinkled in. So the question becomes: how do you stay compliant without killing the flow? Chimes, hashtags, beginning-of-episode callouts: John walks us through what works, what's probably enough, and what starts to look a little shady. Then John flips it around with a great question he's been stewing on for Lunch Hour Legal Marketing: He's running a small firm with a national footprint and doesn't care about ranking locally. How is he supposed to market that? Plus! John Henson will be schooling us on staying out of FTC jail at the Lunch Hour Legal Marketing Summit this August in Nashville. Get your tickets: https://lunchhourlegalmarketing.com/ Want more Lunch Hour in your week? Catch Gyi and Conrad live every Thursday at 1 PM for Office Hours on LinkedIn! Thank you to our beautiful, brave sponsors Juvo Leads, Lawmatics, CallRail, and Alps Insurance!

What if the biggest thing holding your practice back isn't your skills… but how you run the business? In this episode, Dr. Len Tau sits down with Dr. Rehan Shahid to break down the real shift dentists must make to grow, scale, and reclaim their time. From understanding your numbers to building systems and empowering your team, this conversation reveals what it truly takes to move from overwhelmed owner to confident CEO. If you've ever felt stuck in the day-to-day grind, this episode will challenge how you think about leadership, growth, and what's actually possible for your practice.   What You'll Learn The key mindset shift from practice owner to CEO Why most dentists stay stuck in reactive mode How systems create scalable, stress-free growth The KPIs every practice owner must track and understand How to effectively delegate without losing control Why most team meetings fail and how to fix them The biggest profit leaks in dental practices Practical steps to "buy back your time" as an owner   Key Takeaways 00:48 Introduction to the episode and guest 03:33 Dr. Rehan Shahid's journey and building multiple practices 06:35 Owner vs CEO mindset explained 06:57 Reactive vs proactive leadership in dentistry 08:25 Delegation and empowering your team 11:50 Systems and scaling multiple locations 12:15 Why dentists must know their numbers 12:37 Key KPIs that drive growth and profitability 15:32 How to delegate and buy back your time 17:18 When to hire an office manager 19:43 Why most team meetings fail 19:45 Building effective, structured meetings 22:39 Steps to start thinking like a CEO 24:20 Coaching, mentorship, and growth 26:46 Identifying profit leaks in your practice 30:45 Final mindset shift for long-term success 31:40 Lightning round Q&A   — Connect with Dr. Rehan Instagram: @practicesuccessacademy Website: https://www.practicesuccessacademy.org/ Free 30-minute strategy call available   —   Learn proven dental marketing strategies and online reputation management techniques at: https://www.drlentau.com   This podcast is sponsored by Dental Intelligence. Learn more at: https://www.dentalintel.com/   This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more at: https://www.callrail.com/ Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

How are patients really finding their next dentist? It's not through endless Googling anymore.This episode uncovers a dramatic shift: instead of comparing offices online, more people are now simply asking ChatGPT, Perplexity, or Gemini, "Who should I call for dental implants or a toothache?" The AI returns just a couple of names, and with zero hesitation, patients make the call (often within a minute.)Michael breaks down real data from CallRail, revealing how these AI-fueled phone calls, though still a small percentage, represent a wave of ultra-high-intent patients who skip traditional browsing and choose the first AI-recommended office. You'll discover which tools are actually driving these calls (hint: ChatGPT is leading by a landslide), why this trend mirrors the early rise of smartphone searches, and why it pays to make your practice information clear, consistent, and ready for action. If you want your phone to ring next time someone asks AI to help find them a dentist, this episode is your essential guide.What You'll Learn in This Episode:How AI chat tools are redesigning the path patients take to choose a dentistThe latest CallRail data showing real-world AI-generated business callsWhich AI tools (like ChatGPT and Perplexity) are influencing dental patient decisionsWhy AI-referred calls are more likely to be high-intent (and how that matters)How this shift compares to the early days of mobile searchPractical steps to make your dental practice more "AI-ready"The importance of consistent business listings and clear service descriptionsWhy answering your phone quickly matters more than everHow tracking calls can help you see which marketing sources are workingWhat other industries are doing as AI changes the referral landscapeDon't get left behind! Hit play now to make sure your dental practice is ready for the new era of AI-driven patient calls.‍Sponsors:‍CallRail: Call tracking + AI that turns calls into campaigns that convert, quality patients, and cost savings. Click our link to start a free trial today! https://sta.mx/vz69Click here for a special offer!Check Out the Article From This Episode (Updated with More Data):Article: https://www.callrail.com/blog/20m-calls-reveal-future-of-customer-discovery‍Host: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/‍Join this podcast's Facebook Group: The Dental Marketer Society‍Love the Podcast? Subscribe on Your Favorite App! https://lnkfi.re/TDMPod‍

The Lawyer Stories Podcast Episode 265 features Karis Stephen, Associate at Allred, Maroko & Goldberg in Los Angeles, California - the firm founded by Gloria Allred, who appeared on Episode 78 of the Lawyer Stories Podcast. A graduate of the University of Pennsylvania Law School and a Fulbright scholar in Malaysia, Karis began her legal career in BigLaw before making the intentional transition into plaintiff-side civil rights work. Today, she focuses on employment discrimination and sexual assault cases - advocating for individuals in some of the most challenging and deeply personal situations. Her path reflects a commitment to impact, growth, and using the law to stand up for others. Great conversation with a talented lawyer - excited to see where her journey continues. This episode is also sponsored by Grow or Die with John Morgan. June 9–10 at the Wynn Encore in Las Vegas - no fluff, no theory. Use code STORIES20: https://events.themorganconnection.com/growordiewithjohnmorgan/lawyerstories This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

Most home service business owners are excited about automation, AI, and new technology. But here's the problem… They're implementing tools before fixing their processes. In this episode of Service Business Mastery, Tersh Blissett sits down with Nathan Whittacre, CEO of Stimulus Technologies, to break down what actually works when it comes to optimizing and automating your business. Nathan shares decades of experience helping companies implement technology the right way and explains why most tech investments fail. What You Will Learn in This Episode Why automation without optimization creates bigger problems The biggest mistakes business owners make when adopting technology How to identify what processes should be improved first Why culture and leadership matter more than the tools themselves The real cybersecurity risks facing home service businesses today Simple ways to protect your business from costly attacks When you should handle IT yourself vs hiring outside help If you've ever bought software that didn't deliver results, or you're trying to scale with automation, this episode will save you time, money, and frustration. Timestamps 00:00 Implementing technology and cultural change 06:36 Finding technology solutions that fit 08:36 Importance of optimizing before automating 11:12 Optimizing and automating with ERP 14:19 Discussing leadership and habit formation 18:28 Engaging clients with tech solutions 21:02 Addressing leadership communication gaps 27:31 Setting up basic online security 28:18 Managing business growth complexities 34:01 Impact of AI on Technology 35:43 Dealing with a social media hack 40:48 Social media hacker tips 43:39 Protecting your personal information 47:51 Employee bank account changes 49:07 Importance of slowing down decisions 51:59 Checking your spam folder 55:57 Wrapping up with show notes Follow the Host and GuestTersh Blissett: https://www.linkedin.com/in/tershblissett/ Nathan Whittacre: https://www.linkedin.com/in/nathanwhittacre/ Stimulus Technologies: https://www.linkedin.com/company/stimulus-technologies/ Connect with Us LinkedIn - https://www.linkedin.com/company/service-business-mastery TikTok - https://www.tiktok.com/@servicebusinessmastery Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/ Breezy: https://getbreezyapp.com/ Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

If your membership plan isn't driving real retention and recurring revenue… it's probably broken. In this episode, Dr. Len Tau sits down with Paul Lowry, CEO of Dental Menu, to unpack why most dental membership plans fail and what practices should be doing instead. From understanding the difference between access-based care and traditional discount models to leveraging subscriptions, rewards, and smarter systems, this conversation reveals how to turn your membership plan into a true growth engine. If you want more loyal patients, better retention, and predictable revenue without relying on insurance, this episode is a must-listen.   What You'll Learn The real reason most dental membership plans fail The difference between a membership plan vs. a discount plan Why "access to care intervals" outperform annual plans How subscription-based models improve retention and revenue The concept of "breakage" and how it increases profitability How rewards programs boost loyalty and treatment acceptance Why cash-pay patients are often your biggest missed opportunity The biggest mistake teams make when implementing membership plans How to properly track membership revenue without hurting KPIs Ways to customize plans for different patient types — Key Takeaways 00:47 Introduction and episode overview 02:34 Meet Paul Lowry and Dental Menu 03:57 What Dental Menu does and why plans fail 05:30 Membership plan vs discount plan explained 07:10 Why annual plans struggle with retention 08:41 Access to care intervals and subscription model 12:35 Monthly vs annual plans and auto-renewal 13:43 How membership plans increase revenue 16:51 Retention data and missed opportunities 18:29 Rewards programs and patient loyalty 20:20 Add-ons and increasing profitability 23:47 Common objections from practices 26:50 Team adoption challenges 28:09 Managing membership revenue properly 33:55 Lightning round begins 37:25 How to connect with Paul   — Connect with Paul Email: Paul@DentalMenu.com Website: DentalMenu.com Special Offer: Mention Raving Patients to get $200 off the onboarding fee   — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

She moved to the U.S. at 18, taught herself English, and built her legal career from the ground up. The Lawyer Stories Podcast Episode 264 features Kseniya Stupak, Partner at Strongin LLP in Southern California. Originally from Sevastopol, Ukraine, Kseniya's journey is one of resilience, discipline, and relentless drive. From learning a new language to navigating law school and the legal profession, she committed herself to becoming the best version of who she could be. Today, she represents individuals and families in catastrophic injury, complex personal injury, and mold-related cases - work that demands both precision and compassion. Kseniya brings a powerful combination of trial experience, personal grit, and a deep understanding of what her clients are going through during some of the most difficult moments of their lives. This is a conversation about perseverance, accountability, and building a career with purpose. This episode is also sponsored by Grow or Die with John Morgan. For the first and only time, John Morgan will take the stage in Las Vegas to lay out how he achieved explosive, long-term dominance and legacy. No fluff. No theory. No motivational garbage. Join firm leaders from across the country at the Wynn Encore on June 9–10 for two days of CLE-accredited sessions focused on building your firm for the next 10, 20, even 30 years. Featuring an elite lineup including John Morgan, Brian Panish, Matt Morgan, Morgan Housel, Dan Martell, and more - covering litigation strategy, financial management, team building, and long-term growth. Tickets are fully refundable until June 1, 2026, with group discounts available. Use code STORIES20 and learn more here: https://events.themorganconnection.com/growordiewithjohnmorgan/lawyerstories This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

Most business owners think they only have two options when they want to scale: Pay expensive consultants… or give up equity to investors. But what if there was a third option? In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Mike Michalowicz and Greg Eckler from The Prosper Group to break down a completely different approach to scaling service businesses. Instead of charging fees or taking ownership, their model focuses on partnering with business owners, executing alongside them, and only getting paid when the business becomes more profitable. What You Will Learn in This Episode • Why most consulting models fail to deliver real results • The downside of giving up equity to investors • How a no-fee, no-equity partnership model works • Why alignment of incentives is critical for growth • The biggest red flags in struggling businesses • How debt structure impacts your ability to scale • What "return on payroll" means and why it matters • Why overstaffing is killing many businesses • The difference between A, B, and C players • Why titles can hurt performance inside organizations • How to match tasks to talent instead of titles • Why most businesses are doing too much unnecessary work Timestamps 00:00 Importance of hiring A players05:33 Formation of The Prosper Group08:24 Making the business sellable11:50 Northcote Parkinson's observation14:27 Focusing on essential tasks18:10 Staying true to coaching values20:50 What they look for in companies25:12 Evaluating employee fit and performance28:05 Aligning roles and maximizing talent31:42 Appreciating small businesses32:27 Small businesses and workforce impact35:33 Managing cash flow challenges39:50 Talking with potential clients41:52 Understanding the balance sheet basics Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Mike Michalowicz: https://www.linkedin.com/in/mikemichalowicz/ Greg Eckler: https://www.linkedin.com/in/greg-eckler-68b79630/ Connect with Us LinkedIn - https://www.linkedin.com/company/service-business-mastery TikTok - https://www.tiktok.com/@servicebusinessmastery Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/ Breezy: https://getbreezyapp.com/ Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo 

Is your law firm marketing budget relying on channels that account for less than 1% of new leads? Oh boy, do we love a good stat!  ----- We're back with a super duper installment of "By the Numbers" where we dive into real data for your law firm marketing strategy! Gyi Tsakalakis and Conrad Saam break down the latest stats from Near Media and CallRail that are changing the game for legal marketing and law firm SEO. How many consumers actually know how personal injury lawyers are paid? And despite the hype, how relevant is AI in legal search right now? CallRail data shows AI touches are a very small part of inbound leads, but just how small? We also cover important local search statistics on when consumers choose to call without clicking your website. The News: CallRail is giving us easy, generous access to their AI resources. Good stuff!  Cool your jets, private equity—new boundaries incoming: Bills to rein in outside investment in law firms advance in California, Illinois. Google's latest reviews update is suuuuper problematic. Here's Darren Shaw's take. Everyone start prepping your doomsday bunkers. Anthropic's Mythos Model is showing emergent cyber-hacking skills. Catch Lunch Hour Legal Marketing on the road!  GLM Bootcamp  A Seat at the Table PILMMA LHLM Super Duper Summit (of course!)   Listen Next:  Is AI Optimization a Thing?  Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok r/LHLM 

Partner with Jay! https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤMost marketers think a 98% deliverability rate means their emails are landing in the inbox. Spoiler: it does not. Jay Schwedelson breaks down one of the most misunderstood stats in email marketing, plus shares a surprisingly simple subject line tweak that's boosting open rates by nearly 20%, and why podcast ads might be the most underrated channel you're not using yet.ㅤBest Moments:(00:30) Why your 98% deliverability rate is actually misleading you(01:30) The promotions tab counts as the inbox, and most marketers don't know that(03:45) Stat-only subject lines are quietly outperforming everything else right now(02:03) Over half of Americans are monthly podcast listeners, and host-read ads are dominating(05:15) Instagram now lets you edit comments, and Jay is not sure anyone asked for this(07:00) WrestleMania tickets cost more than Backstreet Boys, and that math is not mathing

There is something oddly relatable about getting dating advice from a guy who hasn't opened a dating app in over two decades. Jay Schwedelson tackles two very different kinds of questions this episode - one sharp and practical about why your "great" offer is probably not great, and one completely unhinged series of dating questions submitted by listeners who really should know better than to ask him.ㅤBest Moments:(01:45) Jay drops the cold truth: if you think your offer is great but results say otherwise, the offer just isn't great(02:58) The 100% Rule - the single question you should always ask before trying to save a failing campaign(04:18) Why throwing more money at a bad offer is a trap, and what to do instead(06:15) Venmo requesting someone after a bad date - Jay's take is exactly what you'd expect(07:45) Why going on vacation too early in a relationship is a recipe for disaster (he learned this the hard way)(08:45) The real reason you need to Google someone before a first date, according to Netflix true crimeㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206

What if the biggest threat to your dental practice isn't competition… but your own physical health? In this eye-opening episode, Dr. Len Tau sits down with Caitlin Parsons, dental hygienist and ergonomics and wellness consultant, to unpack how chronic pain and stress are silently impacting productivity, team dynamics, and patient experience. Caitlin shares her personal journey from nearly leaving dentistry due to pain to becoming a leader in helping dental professionals create sustainable, high-performing practices. From small ergonomic tweaks to integrating yoga therapy into your daily workflow, this conversation reveals how prioritizing wellness isn't just good for your body… it's a smart business move. If you've ever pushed through discomfort or felt burnout creeping in, this episode is your wake-up call to rethink how you care for yourself and your team.   What You'll Learn Why chronic pain is so common in dentistry and what causes it The connection between stress, posture, and patient experience How poor ergonomics impacts productivity and team performance Simple ergonomic adjustments that can make a big difference Why "pushing through pain" can cost you long-term The role of yoga therapy in managing stress and improving focus Practical ways to support your team's health without major investments How small daily habits can improve longevity in your career — Key Takeaways 00:49 Introduction & Episode Overview 02:55 Caitlin Parsons' Background & Journey 05:55 Prevalence of Pain in Dentistry 07:05 Signs of Poor Ergonomics 09:20 Impact of Stress & Chronic Pain on Performance 12:00 Real-Life Story on Patient Perception 14:36 Desk Ergonomics & Daily Habits 16:41 What is Ergonomic Optimization? 19:04 Small Changes That Make a Big Impact 20:55 The Danger of Ignoring Pain 23:40 Introduction to Yoga Therapy 26:55 Actionable Steps for Practice Owners 31:00 Lightning Round Q&A 34:40 How to Connect with Caitlin — Connect with Caitlin Website: thealignedhygienist.com Email: hello@thealignedhygienist.com Instagram: @thealignedhygienist

A bad experience with a lawyer can change everything - and sometimes it shapes who you become. The Lawyer Stories Podcast Episode 263 features Robin Saghian, Partner at Omega Law Group, PC, a personal injury attorney based in Beverly Hills, California. Robin grew up in Los Angeles after immigrating from Iran at a young age, often helping his parents navigate language barriers and everyday challenges. At just 10 years old, he watched his father go through a serious accident - and what he now recognizes as a mishandled legal case that failed to secure proper medical care and resulted in a quick, inadequate settlement. That experience stayed with him - and ultimately became the reason he chose to pursue a career in law. Today, Robin works alongside his brother at Omega Law Group, bringing a close-knit, client-first approach to every case. He understands that personal injury cases aren't just legal - they impact real lives, families, and livelihoods. Through personalized representation and a focus on both legal and real-life outcomes, Robin is committed to doing things differently. This is a conversation about perspective, purpose, and turning a difficult experience into a mission to better serve others. This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

Most home service business owners start as technicians. But scaling a business requires a completely different skill set. In this episode of Service Business Mastery, Tersh Blissett sits down with Elise Radawitz, President and Owner of Velocity Leader, to break down the leadership skills contractors need if they want to grow their business. They discuss why promoting your best technician into a management role often fails, how leadership is a learned skill, and what it actually takes to lead people effectively. Elise shares practical insights on developing leaders inside your company, managing the transition from field to office, and building a culture where people want to follow you, not just comply. They also dive into burnout, self-awareness, communication challenges, and the internal mindset shifts that separate struggling managers from effective leaders. If you're trying to grow your team, step out of the field, and lead at a higher level, this episode will give you a real-world perspective on what it actually takes. What You Will Learn in This Episode • Why great technicians don't automatically become great leaders • The biggest mistake contractors make when promoting employees • How to transition from technician to business owner • Why leadership is a learned skill, not a natural trait • How to earn respect without being in the field • The importance of self-awareness in leadership • How your internal mindset impacts your team • Why burnout happens and how it affects leaders • How to lead without micromanaging • The importance of consistent one-on-one meetings • How to communicate more effectively with your team • Why culture starts with how you show up as a leader Timestamps 00:00 Supporting team performance goals  05:25 Unexpected management promotions 09:01 Leading by example at Velocity Leader 12:46 Addressing self-limiting beliefs 16:59 Doing research and writing papers 20:19 The importance of regular manager check-ins 24:50 Stream of consciousness discussion 29:09 Active listening and communication skills 29:40 Practicing curiosity over judgment 33:01 Helping the sales team succeed 39:15 Using trampolines to improve mindset 39:39 Using music to uplift mood 44:42 Episode conclusion and next steps Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Elise Radawitz: https://www.linkedin.com/in/eliseradawitz/ Velocity Leader: https://www.linkedin.com/company/velocity-leader/ Connect with Us LinkedIn - https://www.linkedin.com/company/service-business-mastery TikTok - https://www.tiktok.com/@servicebusinessmastery Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast Instagram - https://www.instagram.com/servicebusinessmasterypodcast Register for NHPC26 in Columbus, OH (April 13-16) and save $270! Use code MASTERY for the $825 rate: nhpc26.org/svc-mastery | Registration deadline: April 9 This episode is kindly powered by: UpFrog: upfrog.com MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/ Breezy: https://getbreezyapp.com/ Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

What if the biggest growth problem in your law firm isn't marketing… but operations? The Lawyer Stories Podcast Episode 262 features Gabriela "Gaby" Paez and Glenda Quiroz, Strategic Advisors at Solvo Global. Gaby and Glenda work closely with law firms across the U.S., helping them build high-performing international teams with highly skilled bilingual professionals across Latin America. Their work focuses on helping firms reduce overhead, improve operational efficiency, and scale in a more sustainable way. In this episode, we break down how law firms can eliminate bottlenecks, rethink hiring, and build infrastructure that allows attorneys to focus more on practicing law - not managing chaos. We also discuss how Solvo is changing the way companies connect with nearshore talent, providing professionals across more than 50 industries, all aligned in time zones, transparency, and performance. This is a conversation about building smarter systems, stronger teams, and turning your firm into a true growth engine. This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

Most home service businesses are posting content… but not getting results. Why? Because they're missing the most important piece: connection. In this episode of Service Business Mastery, Tersh Blissett sits down with Jen McKee, founder of Kee Hart Marketing, to break down what actually works when it comes to building a brand in the trades. They dive into why personal branding matters, how social media really drives business growth, and why most contractors are overthinking their content strategy. Jen explains why "boring" everyday work is actually powerful content, how authenticity beats AI-generated posts, and what it really takes to stand out in a crowded market. They also cover how to use AI the right way without losing your voice, the balance between business brand and personal brand, and how to create content that actually converts. If you want to build a brand that attracts customers, builds trust, and drives real results, this episode gives you a practical roadmap. What You Will Learn in This Episode • Why personal branding matters in the trades • How authentic content outperforms polished content • Why "boring" work is actually great content • How to use your existing network to generate business • The difference between visibility and conversion • Why AI-generated content struggles to connect • How to use AI to support your content without replacing you • The 3 types of content every contractor should create • Why most contractors struggle with consistency • How to stand out in your local market • When to focus on personal brand vs business brand • Why connection is the key to social media success Timestamps   00:00 Why personal branding matters in the trades 02:00 Jen McKee's background and Kee Hart Marketing 04:30 The impact of personal brands in HVAC 07:00 Why "boring" content is actually engaging 10:00 Should business owners build a personal brand? 13:00 Using your network to generate more business 16:00 The balance between personal and business branding 19:00 The right way to use AI in social media 22:00 Why AI-generated content doesn't perform 25:00 How to create content that actually connects 27:30 The 3-part content framework (Show, Sell, Scale) 30:00 Why attention comes before conversion 32:00 How to fix low engagement on social media Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Jen McKee: https://www.linkedin.com/in/jen-mckee-72114824/ Kee Hart Marketing: https://www.linkedin.com/company/keehartmarketing/ Connect with Us LinkedIn - https://www.linkedin.com/company/service-business-mastery TikTok - https://www.tiktok.com/@servicebusinessmastery Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast Instagram - https://www.instagram.com/servicebusinessmasterypodcast Register for NHPC26 in Columbus, OH (April 13-16) and save $270! Use code MASTERY for the $825 rate: nhpc26.org/svc-mastery | Registration deadline: April 9 This episode is kindly powered by: UpFrog: upfrog.com MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/ Breezy: https://getbreezyapp.com/ Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

Everything you've been told about being a lawyer might be wrong. The Lawyer Stories Podcast Episode 261 features William "Bill" T. Reid, senior founding partner of Reid Collins & Tsai LLP, one of the nation's leading plaintiff-side commercial litigation firms. Bill is the author of Fighting Bullies: The Case for a Career in Plaintiffs' Law - a bold, straight-talking book that challenges the traditional path pushed by law schools and reframes what it means to build a successful legal career. More than just a career guide, the book is a call to think critically about purpose, impact, and the kind of lawyer you actually want to become. In this episode, we focus on the ideas behind Fighting Bullies - from the realities of BigLaw and the limitations of the billable hour model, to why plaintiffs' law offers a path that combines meaningful work with real opportunity. Bill shares insights from decades of high-stakes litigation and explains why young lawyers should rethink how they define success. Bill is also an adjunct professor at the University of Texas School of Law, where he teaches Complex Financial Litigation and continues to mentor the next generation. This is a conversation about purpose, perspective, and choosing a path that actually aligns with who you are. This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories

MASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out April 21, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206 ㅤDid you know the classic early-morning email send time might actually be hurting your open rates? We are looking at some surprising new data on when you should really be hitting send, plus breaking down a few major updates coming to LinkedIn and Instagram. Jay Schwedelson also shares why Starbucks completely missed the mark with their latest nostalgia marketing campaign and reviews a few highly questionable Netflix choices.ㅤBest Moments:(00:13) LinkedIn is removing the ability to host real-time live streams starting this June(01:22) Recent data shows sending emails between 8:00 AM and 8:30 AM gives a noticeable lift over earlier morning times(02:18) Meta Verified users are getting new perks like story extend and story spotlights on Instagram(03:16) TikTok has driven almost a billion dollars in revenue for the publishing industry through its BookTok hashtag(04:05) Starbucks faced backlash from fans after launching a berry-flavored drink for a character who famously hates berries(07:58) The reality dating show Age of Attraction on Netflix is a highly recommended watch if you have terrible taste in television

MASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤIt is time for another round of Ask Us Anything. Jay Schwedelson reveals a massively underused email trick that takes three seconds to implement but can instantly boost your open rates by over 15 percent. Things also get a little weird when he shares his recent off-the-wall adventures with morning meditation, head needles, and cupping therapy to finally chill out.ㅤBest Moments:(01:35) The old school email tactic that most business and consumer marketers completely ignore(03:00) How a simple adjustment to your from name lifts open rates by well over 15 percent(04:28) Exact examples of functional sender names you should use for event invites and product drops(05:45) Why highly important company announcements should come directly from your executive team(09:30) The surprisingly relaxing experience of getting needles stuck straight into your head(10:19) Looking in the mirror after a back cupping session and feeling like an alienㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out April 21, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206

She built her legal career during one of the most uncertain financial times in modern history - and never looked back. The Lawyer Stories Podcast Episode 260 features Cristina M. Ortiz, Bankruptcy and Foreclosure Lawyer at the Law Office of Cristina M. Ortiz, P.A., based in South Florida. Cristina is a 2008 graduate of FIU College of Law, attending at a time when the school wasn't even accredited yet - and launching her career during the financial crisis. That experience shaped her approach to helping clients navigate complex financial challenges with clarity and confidence. Today, Cristina represents individuals, families, and international clients in real estate, foreclosure, and bankruptcy matters, building a practice centered on trust, education, and long-term relationships. This is a conversation about resilience, building through uncertainty, and creating a practice grounded in service. This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories