Key Topics

03:24 – From doctor to CEO: how an unconventional path led to disrupting the legal financing industry

04:55 – Legal financing 101: breaking down the difference between funding clients versus funding law firms and where each fits

08:11 – Challenging the status quo: introducing a capped model in an unregulated financing space and the resistance that followed

09:06 – Non-recourse financing explained and why eliminating downside risk fundamentally changes how firms approach case investment

09:38 – Why capital is the real competitive advantage in litigation, especially when smaller firms face well-funded insurance companies

11:16 – The math behind contingency law: why signing more cases does not immediately translate into financial stability

12:37 – The hidden downside of growth: how successful marketing campaigns can actually increase financial pressure on law firms

14:40 – “Dead money” inside cases: how firms unknowingly lock up hundreds of thousands or millions in capital for years

16:32 – The reimbursement model: unlocking capital already invested in cases and turning it back into usable cash flow

19:48 – Real-world case study: a top attorney facing a cash crisis despite success, and how rapid financing changed the trajectory

22:39 – The bigger shift: why law firms must rethink traditional financing habits or risk being constrained as cases take longer to resolve

23:53 - Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• Salesforce (CRM) – Salesforce – https://www.salesforce.com
• Calendly (scheduling software) – Calendly – https://calendly.com

About our Guest:

Dr. Howie Golden is the Chief Executive Officer of Capital Financing, a company that provides pre-settlement funding solutions for plaintiffs involved in personal injury cases. With a background as a physician, Dr. Golden brings a unique perspective to the legal finance industry, combining medical insight with financial expertise to better serve individuals navigating the challenges of injury and litigation.

During his medical career, he gained firsthand experience with the physical, emotional, and financial difficulties faced by injured patients, particularly those unable to work while awaiting legal settlements. This experience inspired his transition into financial services, where he focuses on helping bridge the gap between injury and financial stability.

Under his leadership, Capital Financing has built a reputation for transparency, ethical practices, and client-focused service. The company assists clients with covering medical expenses and daily living costs during lengthy legal processes, offering clear and straightforward funding options.

Dr. Golden is also an advocate for greater transparency in the legal funding industry, promoting responsible lending and informed decision-making. Through his work, he continues to support plaintiffs and law firms with practical financial solutions while improving trust and accessibility within the legal finance space.

https://injuryfinancing.com

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

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Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Jay sits down with Steve Gordon to unpack how authorship transforms professionals into authorities, accelerates trust, and creates a long-term client acquisition engine. Jay connects the strategy to his own journey building Ten Golden Rules, showing how thought leadership and publishing opened doors, drove referrals, and positioned him as the go-to expert in legal marketing. Steve builds on that foundation, revealing how a single book can generate global reach, pre-sell services, and even produce ROI before it’s published. Together, they explore the shift from the “processing layer” to the “authority layer” in an AI-driven world, making a compelling case that your ideas, when packaged correctly, become your most valuable asset. This episode is a clear, energizing reminder: the path to standing out isn’t louder marketing, it’s deeper authority.

Key Topics

02:36 – The hidden gap in professional education: why expertise alone doesn’t build a business

03:40 – The moment marketing becomes survival, not optional

04:15 – How publishing a first book can completely transform business trajectory and opportunity

05:07 – The strategy behind getting a book into thousands of hands in a single week

06:28 – Breaking out of a local market and attracting clients globally through authority positioning

07:20 – Why books outperform social media and newsletters as a durable marketing asset

10:19 – The fundamental difference between marketing products and marketing professional services

11:40 – The trust gap in legal services and why most marketing fails to bridge it

12:15 – Why packaging your thinking is more powerful than promoting your services

12:55 – The real reason people don’t read and what actually captures attention

14:15 – The four levels of authority that come from writing a book, even if prospects never read it

16:38 – The biggest mistake professionals make: waiting years with a book “in their head”

17:36 – Inside the IP extraction process that turns scattered expertise into a structured, marketable framework

19:58 – How some professionals generate ROI and new business before their book is even published

20:49 – The shift from the “processing layer” to the “authority layer” and why AI is accelerating it

22:17 – The “author effect” and how perception instantly elevates once a book exists

23:36 – Why simply writing a book positions you as a leader in the minds of most people

24:20 – The truth about bestseller lists and why strategic positioning matters more than prestige

25:34 – The four audiences that drive the highest ROI when launching a book

26:15 – How to re-engage cold prospects, activate referrals, and revive past client relationships

27:25 – Unlocking speaking, media, and partnership opportunities through authorship

30:15 – Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• Manus AI – AI assistant platform – https://manus.ai

Books

• Think and Grow Rich – Napoleon Hill – https://www.amazon.com/dp/1585424331

Podcasts

• All-In Podcast – Various Hosts – https://podcasts.apple.com/ca/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393
• This Week in Startups – Jason Calacanis – https://podcasts.apple.com/ca/podcast/this-week-in-startups/id315114957

About our Guest:

Steve Gordon is the founder of the Million Dollar Author program and a five-time author who helps business owners turn their expertise into bestselling books that drive authority, visibility, and new business opportunities.

A keynote speaker and marketing strategist, Steve built his own consulting business through the power of a single book—demonstrating how the right message and positioning can attract high-value clients and open doors to speaking, media, and partnerships.

Through his work with entrepreneurs, consultants, and professional service firms, Steve shows how a well-crafted book can become a powerful growth engine—establishing credibility, generating leads, and creating long-term influence in competitive markets.

https://milliondollarauthor.io/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

The conversation centers on five common profit leaks: failing to capture billable client costs, weak collections systems, forgotten subscriptions, unproven marketing spend, and lack of tax planning. Each issue may seem small, but together they quietly drain cash and limit growth.

Jay and Kelley keep the focus practical, showing how simple systems and better habits can immediately improve cash flow. The core message is clear. Profit is not just about earning more. It is about keeping more, and building a business that truly supports your goals.

Key Topics

00:59 – Introduction to Kelley Brubaker and her journey into accounting

01:31 – How a red Porsche shaped her career path

02:59 – Lessons from Big Four and transitioning to entrepreneurship

05:07 – Why business ownership is harder than expected

05:59 – The power of continuous learning and masterminds

07:59 – Success leaves clues: patterns among top performers

08:59 – Introduction to profit leaks and the “dripping faucet” analogy

10:59 – Why revenue goals can mislead business owners

11:40 – Profit Leak #1: Failing to capture client costs

12:20 – Profit Leak #2: Weak or nonexistent collections systems

15:13 – Profit Leak #3: Forgotten subscriptions draining cash

19:07 – Profit Leak #4: Unproven marketing spend

22:03 – Profit Leak #5: Lack of tax planning

25:32 – The importance of focusing on net profit

26:44 – Simple weekly habit to fix financial blind spots

27:43 – Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• ClickUp (task management software) – ClickUp – https://clickup.com

Books

• Profit First (book) – Mike Michalowicz – https://www.amazon.com/dp/073521414X

Podcasts and Blogs

• Life Beyond the Briefs (podcast) – Brian Glass - https://podcasts.apple.com/ca/podcast/life-beyond-the-briefs/id1651002001
• My Shingle (blog) – Carolyn Elefant – https://myshingle.com

About our Guest:

Kelley Brubaker, CPA is a fractional Chief Financial Officer who helps law firm owners bring clarity and confidence to their financial decisions. Known as the “Law Firm Number Whisperer,” Kelley specializes in translating complex financial data into practical insights that firm owners can use to grow sustainably and protect profitability.

Working exclusively with law firms, she steps in when financial decisions start to feel uncertain—providing clear visibility into cash flow, profitability, budgeting, and long-term planning. Her approach helps attorneys move beyond reactive financial management and operate their firms with the discipline and strategy of a true business.

Through her work as a trusted financial advisor, Kelley helps law firm leaders understand their numbers, make smarter decisions, and build firms that are both profitable and sustainable.

https://www.profitscalethrive.com/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

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Download Your Copy of the Hottest Trends for Law Firms Handbook at https://www.tengoldenrules.com/hottrends/

Scale Your Law Firm with an Elite Mastermind - Apply Now - https://lawfirmgrowthmastermind.com

Key Topics

00:01:45 – Intro to Strategy #1: AI & Answer Engine Optimization – The moment AI is introduced as a game-changing shift in how law firms compete and get found

00:06:06 – Host Background & Credibility Setup – Jay Berkowitz shares his journey, experience, and the foundation behind Ten Golden Rules as a trusted growth partner

00:09:36 – Strategy #1 Continued: AI & Answer Engine Optimization – A deeper look at the AI transformation, including search evolution, automation, and early adopter advantage

00:27:49 – Strategy #2: Masterminds – The peer-driven growth engine top-performing firms use to accelerate results

00:33:30 – Strategy #3: Conversion & Intake Optimization – How small improvements in intake can unlock significant revenue growth

00:38:41 – Strategy #4: Brand Dominance – Why consistent positioning drives visibility across markets regardless of budget

00:43:20 – Strategy #5: Five-Star Operations – Turning client experience into reviews, referrals, and long-term growth

00:48:27 – Strategy #6: Video Marketing – The content strategy behind massive reach, authority, and inbound demand

00:55:34 – Strategy #7: EOS & Systems – The operational framework used by the most successful law firms to scale

01:05:30 – Recap of the 7 Growth Strategies – A high-level walkthrough tying together the full framework for modern law firm growth

01:06:01 – Q&A and Closing Remarks – Final insights, audience takeaways, and next steps for implementation

Resources Mentioned

Technology

• ChatGPT (AI tool) – OpenAI – https://chat.openai.com
• Claude Cowork (AI agent platform) – Anthropic – https://www.anthropic.com
• Nano Banana Pro (AI image generator) – https://www.nano-banana.ai
• Lovable.dev (AI website builder) – https://lovable.dev
• ClickUp (project management software) – https://clickup.com
• Case Status (client communication app) – https://www.casestatus.com
• Hona (client communication platform) – https://www.hona.com

Books

• Think and Grow Rich – Napoleon Hill – https://www.amazon.com/dp/1585424331
• Traction – Gino Wickman – https://www.amazon.com/dp/1936661837
• Get a Grip – Gino Wickman – https://www.amazon.com/dp/1939529824
• What the Heck is EOS? – Gino Wickman – https://a.co/d/0e3NwWQq

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Scale Your Law Firm with an Elite Mastermind - Apply Now - https://lawfirmgrowthmastermind.com

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Key Topics

03:26 What the DISC model is and how it has been used in business for decades

04:26 The origin of the “bird personalities” framework and why simplicity drives adoption

05:55 How creating content consistently leads to insights, clarity, and breakthrough ideas

08:29 Eagle personality traits and how dominant, results-driven leaders operate

09:38 Parrot personality traits and why energy and enthusiasm drive influence

09:55 Dove personality traits and the importance of empathy, support, and team harmony

10:27 Owl personality traits and how analytical thinkers approach decisions and detail

12:10 Why most law firm owners combine eagle leadership with owl-level precision

14:13 How to align personality types with roles to improve hiring and performance outcomes

15:30 Why traditional interview questions fail and how to uncover true behavioral tendencies

17:30 How personality awareness transforms sales conversations and client interactions

18:24 How to identify personality types quickly through body language, tone, and presence

19:01 Reading personality styles through email patterns, structure, and language cues

22:22 The specific words different personality types use and what they reveal about thinking

24:28 How adapting communication style leads to better outcomes in business and relationships

26:06 Why feedback often fails and how to tailor it so each personality actually receives it

28:15 The “chameleon” strategy for adapting communication in real time across situations

29:21 How to communicate change effectively to all four personality types at once

30:47 Applying personality insights in high-stakes environments like courtrooms and persuasion

31:39 Nature versus nurture and how personality develops and evolves over time

32:58 Why people behave differently at work versus home and how context shapes expression

Resources Mentioned

Technology

1. Taking Flight Profile – Merrick Rosenberg – https://www.takeflightlearning.com

Books

1. Taking Flight – Merrick Rosenberg – https://a.co/d/0golxgUw
2. Good to Great – Jim Collins – https://www.amazon.com/dp/0066620996

Podcasts

1. Revisionist History (podcast) – Malcolm Gladwell – https://podcasts.apple.com/ca/podcast/revisionist-history/id1119389968

About our Guest:

Merrick Rosenberg is the founder of Team Builders Plus and Take Flight Learning, organizations dedicated to helping individuals and companies build stronger cultures and reach their full potential. Since launching Team Builders Plus in 1991, he has helped shape the modern team-building industry through innovative programs and leadership development work with businesses ranging from small companies to Fortune 100 organizations.

Merrick is known for reimagining the DISC personality model through his widely used Eagle, Parrot, Dove, and Owl framework, featured in his books Taking Flight!, The Chameleon, and Personality Wins. His work is now used by hundreds of thousands of people worldwide through a global network of certified trainers.

As a keynote speaker, Merrick blends education, humor, and storytelling to help people better understand themselves and others. He holds an MBA from Drexel University and has received multiple honors for entrepreneurship, HR leadership, and workplace culture. His insights have been featured across major media outlets and leading business publications.

https://merrickrosenberg.com/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Key Topics

02:53 – How social media unexpectedly became the engine behind massive law firm growth.

07:25 – What happens when a law firm is built by people who truly understand the client experience?

09:19 – Why today’s immigration environment is creating new challenges and anxieties for both clients and attorneys.

11:01 – The hidden emotional toll of immigration law and why law firm leaders are starting to address it.

13:46 – A marketing experiment during a global crisis leads to an unexpected breakthrough.

14:44 – The simple video structure that can stop the scroll and capture attention in seconds.

17:25 – How a moment in history accelerated the shift toward digital-first legal marketing.

19:02 – Why starting with the simplest tools can sometimes produce the biggest marketing results.

20:02 – The surprising reason giving away knowledge can attract more clients, not fewer.

22:25 – Why traditional “lawyer language” can hurt online engagement.

24:26 – Three types of content that drive audience growth in very different ways.

27:05 – The difference between viral views and the content that actually brings in clients.

30:55 – Small strategic changes that can dramatically improve video performance online.

34:25 – Why storytelling may be the most powerful tool lawyers have when creating content.

36:23 – Tune into The Golden Rapid Fire Questions for Julio and Gianfranco.

Resources Mentioned

Books

1. The E-Myth Revisited – Michael E. Gerber – https://www.amazon.com/dp/0887307280
2. How to Win Friends and Influence People – Dale Carnegie – https://www.amazon.com/dp/0671027034
3. Unreasonable Hospitality – Will Guidara – https://www.amazon.com/dp/0593418573
4. Traction – Gino Wickman – https://www.amazon.com/dp/1936661837
5. Buy Back Your Time – Dan Martell – https://www.amazon.com/dp/059342297X

Podcasts

1. Hidden Brain – Shankar Vedantam – https://podcasts.apple.com/us/podcast/hidden-brain/id1028908750
2. The Daily – The New York Times – https://podcasts.apple.com/us/podcast/the-daily/id1200361736
3. The Game – Alex Hormozi – https://podcasts.apple.com/ca/podcast/the-game-with-alex-hormozi/id125472011
4. Colin and Samir (YouTube) – https://www.youtube.com/@ColinandSamir

About our Guests:

Julio Oyhanarte is an immigration attorney and digital educator who founded Immigration TV, the world’s largest immigration law education platform, reaching more than 15 million followers and generating over 2.3 billion views across major social media platforms.

He is known for combining immigration law with digital media to make complex policies accessible through short-form educational content, helping immigrants worldwide better understand their rights and options. His work has been widely adopted by other attorneys and featured by outlets including CNN, Univision, and Telemundo.

Julio holds advanced degrees from UCLA School of Law, King’s College London, and Universidad Austral, and has contributed to thought leadership initiatives at Harvard and MIT. His impact has been recognized through numerous global awards across legal, technology, and digital media industries.

Gianfranco De Girolamo is a legal entrepreneur and one of the world’s most-followed immigration lawyers, with more than 15 million followers and over 2 billion video views across multilingual social platforms.

He co-owns multiple businesses, including three law firms — one reaching eight-figure revenue in under two years through strategic organic social media marketing without paid advertising. His approach has also fueled a nationwide referral network generating millions in case value for injured workers and clients.

Beyond legal practice, Gianfranco has built a global education business, selling thousands of online courses and developing a large contact database. He has spoken at Harvard and participated in MIT’s Delta v accelerator, where he focused on AI-driven legal solutions. Today, he helps legal teams implement AI systems, attract high-quality clients, and differentiate their brands through content, storytelling, and digital strategy.

https://nextlevellawyer.com/

https://www.linkedin.com/in/oyhanarte/ https://www.linkedin.com/in/gianfranco-de-girolamo-65257344/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a...]]>Two immigrant lawyers turned social media pioneers share how a single TikTok experiment transformed their law firm into an eight-figure immigration practice with billions of video views. In this episode, Julio Oyhanarte and Gianfranco De Girolamo reveal how value-based marketing, simple smartphone videos, and a deep understanding of audience psychology built a massive following and a thriving legal brand. From mastering the hook that stops the scroll to balancing viral reach with real client conversions, they explain the exact strategies lawyers can use today to grow their firms through authentic, educational content. The lesson is clear: when lawyers stop guarding knowledge and start serving their audience, growth becomes inevitable.

Key Topics

02:53 – How social media unexpectedly became the engine behind massive law firm growth.

07:25 – What happens when a law firm is built by people who truly understand the client experience?

09:19 – Why today’s immigration environment is creating new challenges and anxieties for both clients and attorneys.

11:01 – The hidden emotional toll of immigration law and why law firm leaders are starting to address it.

13:46 – A marketing experiment during a global crisis leads to an unexpected breakthrough.

14:44 – The simple video structure that can stop the scroll and capture attention in seconds.

17:25 – How a moment in history accelerated the shift toward digital-first legal marketing.

19:02 – Why starting with the simplest tools can sometimes produce the biggest marketing results.

20:02 – The surprising reason giving away knowledge can attract more clients, not fewer.

22:25 – Why traditional “lawyer language” can hurt online engagement.

24:26 – Three types of content that drive audience growth in very different ways.

27:05 – The difference between viral views and the content that actually brings in clients.

30:55 – Small strategic changes that can dramatically improve video performance online.

34:25 – Why storytelling may be the most powerful tool lawyers have when creating content.

36:23 – Tune into The Golden Rapid Fire Questions for Julio and Gianfranco.

Resources Mentioned

Books

1. The E-Myth Revisited – Michael E. Gerber – https://www.amazon.com/dp/0887307280
2. How to Win Friends and Influence People – Dale Carnegie – https://www.amazon.com/dp/0671027034
3. Unreasonable Hospitality – Will Guidara – https://www.amazon.com/dp/0593418573
4. Traction – Gino Wickman – https://www.amazon.com/dp/1936661837
5. Buy Back Your Time – Dan Martell – https://www.amazon.com/dp/059342297X

Podcasts

1. Hidden Brain – Shankar Vedantam – https://podcasts.apple.com/us/podcast/hidden-brain/id1028908750
2. The Daily – The New York Times – https://podcasts.apple.com/us/podcast/the-daily/id1200361736
3. The Game – Alex Hormozi – https://podcasts.apple.com/ca/podcast/the-game-with-alex-hormozi/id125472011
4. Colin and Samir (YouTube) – https://www.youtube.com/@ColinandSamir

About our Guests:

Julio Oyhanarte is an immigration attorney and digital educator who founded Immigration TV, the world’s largest immigration law education platform, reaching more than 15 million followers and generating over 2.3 billion views across major social media platforms.

He is known for combining immigration law with digital media to make complex policies accessible through short-form educational content, helping immigrants worldwide better understand their rights and options. His work has been widely adopted by other attorneys and featured by outlets including CNN, Univision, and Telemundo.

Julio holds advanced degrees from UCLA School of Law, King’s College London, and Universidad Austral, and has contributed to thought leadership initiatives at Harvard and MIT. His impact has been recognized through numerous global awards across legal, technology, and digital media industries.

Gianfranco De Girolamo is a legal entrepreneur and one of the world’s most-followed immigration lawyers, with more than 15 million followers and over 2 billion video views across multilingual social platforms.

He co-owns multiple businesses, including three law firms — one reaching eight-figure revenue in under two years through strategic organic social media marketing without paid advertising. His approach has also fueled a nationwide referral network generating millions in case value for injured workers and clients.

Beyond legal practice, Gianfranco has built a global education business, selling thousands of online courses and developing a large contact database. He has spoken at Harvard and participated in MIT’s Delta v accelerator, where he focused on AI-driven legal solutions. Today, he helps legal teams implement AI systems, attract high-quality clients, and differentiate their brands through content, storytelling, and digital strategy.

https://nextlevellawyer.com/

https://www.linkedin.com/in/oyhanarte/ https://www.linkedin.com/in/gianfranco-de-girolamo-65257344/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

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Jay sits down with StoryLeads founder Jacob Molina to unpack how attorneys can turn authentic stories into business-generating LinkedIn content. Jacob shares the journey that led him from tech product management to building a LinkedIn content agency serving 75+ lawyers. Along the way he reveals why story-driven posts outperform generic advice, how to structure a profile that instantly communicates authority, and the content framework that helped one attorney grow from 800 to 28,000 followers and land millions in case value. If you want LinkedIn to become a referral engine rather than a neglected profile, this episode delivers a clear path forward.

Key Topics

01:57 – Jacob Molina’s background in tech and product management

03:07 – How writing LinkedIn posts for startup founders revealed the power of organic content

03:47 – Why legal storytelling makes some of the best online content

05:09 – Personal turning point that pushed Jacob to start StoryLeads

05:56 – The client case study that exploded to millions in case value

06:50 – The role LinkedIn plays for different types of lawyers

08:04 – Why business-focused attorneys can generate direct clients from LinkedIn

08:50 – Optimizing your LinkedIn profile for a clear target audience

10:47 – The “two-second rule” for communicating what you do online

12:47 – The most important elements of a lawyer’s LinkedIn headline

13:47 – Why the banner image is the biggest opportunity on a profile

14:47 – How networking, comments, and DMs deepen relationships

16:07 – Posting frequency and maintaining quality on LinkedIn

17:22 – The power of thoughtful comments for visibility

24:37 – Why story-driven posts outperform generic legal advice

26:47 – The “curiosity gap” storytelling framework for social media

31:17 – Case study: The LinkedIn post that generated millions in impressions

32:47 – Tune into The Golden Rapid Fire questions for Jacob

Resources Mentioned

Technology

1. FyxerAI – Email productivity tool – https://www.fyxer.com/

Books

1. Zero to One – Peter Thiel – https://www.amazon.com/dp/0804139296
2. Crossing the Chasm – Geoffrey A. Moore – https://www.amazon.com/dp/0062292986

Podcasts

1. The Game Podcast – Alex Hormozi – https://www.acquisition.com/podcast

About our Guest:

Jacob Molina is a LinkedIn content and storytelling strategist best known for helping lawyers and professionals build authority and generate real business outcomes on LinkedIn. He is the founder of Storyleads.io, a company that crafts story-driven LinkedIn content designed to elevate professional visibility, attract referral opportunities, and grow client pipelines. Jacob’s work has helped his clients generate over 80 million impressions and has been credited with creating tens of millions of dollars in case value through strategic LinkedIn engagement and storytelling.

Originally based in Canada, he transitioned into entrepreneurship after personal challenges, growing his agency from a solo endeavor into a team supporting dozens of clients. His approach emphasizes storytelling over generic content and positions LinkedIn as a powerful platform for relationship building — not just broadcasting credentials.

Jacob is also active in the broader legal and professional community, speaking on topics like crafting compelling profiles, using narrative to drive engagement, and combining authenticity with strategic messaging for long-term growth. His philosophy includes generous community engagement, including writing free content for lawyers early in his journey to demonstrate impact and build connections.

https://www.storyleads.io/

https://www.linkedin.com/in/molinajacob/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

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If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Key Topics

00:00:34 – Jay introduces the Conference Commando mindset and explains how to turn legal conferences into intentional growth opportunities.

00:06:35 – Jay shares his full conference strategy, from insider access and speaking opportunities to powerful networking frameworks.

00:18:08 – Ivy Slater – Ivy explains how intention, presence, and strategic follow-up transform conferences into long-term relationships and real ROI.

00:24:05 – Chris Earley – Chris reveals how to stand out, ask for opportunities, and maximize your visibility and authority at events.

00:30:33 – Patrice Gimenez – Patrice breaks down how pre-planning, LinkedIn outreach, and strategic booth navigation create meaningful conference momentum.

00:37:33 – Frank Rekas – Frank shares how to show up with a plan, ask better questions, and implement one idea within 72 hours to guarantee results.

00:51:26 – Adam Rossen – Adam explains how to “play offense” at conferences by setting focused goals and building powerful long-term relationships.

00:57:13 – Brooke Lively – Brooke shares her simple strategy for where to stand, where to sit, and how to multiply meaningful conversations.

01:08:37 – Dr. Anna Lautenschlaeger – Anna demonstrates how bold follow-up, speaker engagement, and social visibility turn events into lasting opportunity.

01:15:45 – Paul Faust – Paul offers a vendor’s perspective on understanding attorneys’ challenges and following up strategically.

01:16:49 – Brooke Birkey – Brooke introduces the concept of “Chief Concern” and explains how emotional intelligence drives stronger networking outcomes.

01:24:52 – Panel Q & A – The group closes with advanced networking tactics, mindset shifts, and practical strategies for lasting connection.

Resources Mentioned

Books

Never Eat Alone – Keith Ferrazzi – https://www.amazon.com/dp/0385346654

Presentation Zen – Garr Reynolds – https://www.amazon.com/dp/0321525655

The Presentation Secrets of Steve Jobs – Carmine Gallo – https://www.amazon.com/dp/0071636080

Technology

LinkedIn (Professional Networking Platform) – https://www.linkedin.com

Notability (Note-Taking App) – https://www.gingerlabs.com

About our Panel:

Ivy Slater — Slater Success

Ivy Slater is a business coach, consultant, and founder of Slater Success, where she helps professionals and organizations build scalable growth strategies through relationship development, leadership, and intentional networking. With decades of experience in sales leadership and business development, Ivy works with law firms and service businesses to create systems that generate referrals and long-term partnerships.

Patrice Gimenez — LegalPat

Patrice Gimenez is the founder of LegalPat, a firm focused on helping law firms strengthen operations, intake processes, and client experience. She works with attorneys to implement practical systems that improve efficiency, team performance, and conversion, enabling firms to deliver consistent service while supporting growth.

Anna Lautenschlaeger — Laulau Remote Staffing

Anna Lautenschlaeger is the founder of Laulau Remote Staffing, where she connects law firms with trained remote professionals who support intake, administration, and operations. She specializes in helping firms scale capacity while maintaining quality, allowing attorneys to focus on higher-value work.

Brooke Lively — Cathcap

Brooke Lively is a profitability strategist, EOS Implementer, and founder of Cathcap, a consulting firm dedicated to helping law firms improve financial performance and operational clarity. She works with leadership teams to build accountability, increase margins, and create sustainable growth through structured systems and data-driven decision making.

Brooke Birkey - Level Up Law Firm Business Coaching, LLC

Brooke Birkey is a legal marketing and business development professional known for helping law firms build stronger brands, partnerships, and referral pipelines. She focuses on practical strategies that improve visibility, networking effectiveness, and conference ROI for attorneys and legal teams.

Adam Rossen — Rossen Law Firm

Adam Rossen is the founder of Rossen Law Firm, a criminal defense firm recognized for its focus on client experience, team culture, and operational excellence. Adam is known for implementing systems that support predictable growth while maintaining high service standards, and he frequently shares insights on leadership and law firm management.

Christopher Earley — Earley Law Group

Christopher Earley is the founder of Earley Law Group, a personal injury firm focused on client advocacy and community impact. He is recognized for his emphasis on empathy-driven client service, strong referral relationships, and building a firm culture centered on trust and long-term reputation.

Paul Faust — Ringboost

Paul Faust is the founder of Ringboost, a company specializing in memorable phone numbers and call strategy for businesses, including law firms. He helps firms improve brand recall, marketing performance, and call tracking by aligning phone strategy with overall growth initiatives.

Chris Mullins — Intake Academy

Chris Mullins is the founder of Intake Academy, where he trains law firms to improve intake performance, conversion, and client communication. He works with attorneys and intake teams to implement processes, scripting, and metrics that turn more inquiries into signed cases.

Frank Rekas — Palm Wealth Partners

Frank Rekas is a financial advisor at Palm Wealth Partners who works with attorneys and business owners on long-term financial planning, risk management, and wealth strategy. He helps professionals align business growth with personal financial goals through structured planning and advisory support.

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some...]]>Most attorneys attend conferences. Few win them. In this high-energy roundtable, Jay Berkowitz and an all-star panel of legal industry leaders break down exactly how to dominate your next legal conference with intention, strategy, and follow-through. From becoming a “conference commando” to building real referral relationships, landing speaking opportunities, and turning hallway conversations into long-term ROI, this episode is a tactical blueprint for law firm owners who want more than just name badges and business cards. If you are investing time away from your firm, learn how to turn every conference into momentum.

Key Topics

00:00:34 – Jay introduces the Conference Commando mindset and explains how to turn legal conferences into intentional growth opportunities.

00:06:35 – Jay shares his full conference strategy, from insider access and speaking opportunities to powerful networking frameworks.

00:18:08 – Ivy Slater – Ivy explains how intention, presence, and strategic follow-up transform conferences into long-term relationships and real ROI.

00:24:05 – Chris Earley – Chris reveals how to stand out, ask for opportunities, and maximize your visibility and authority at events.

00:30:33 – Patrice Gimenez – Patrice breaks down how pre-planning, LinkedIn outreach, and strategic booth navigation create meaningful conference momentum.

00:37:33 – Frank Rekas – Frank shares how to show up with a plan, ask better questions, and implement one idea within 72 hours to guarantee results.

00:51:26 – Adam Rossen – Adam explains how to “play offense” at conferences by setting focused goals and building powerful long-term relationships.

00:57:13 – Brooke Lively – Brooke shares her simple strategy for where to stand, where to sit, and how to multiply meaningful conversations.

01:08:37 – Dr. Anna Lautenschlaeger – Anna demonstrates how bold follow-up, speaker engagement, and social visibility turn events into lasting opportunity.

01:15:45 – Paul Faust – Paul offers a vendor’s perspective on understanding attorneys’ challenges and following up strategically.

01:16:49 – Brooke Birkey – Brooke introduces the concept of “Chief Concern” and explains how emotional intelligence drives stronger networking outcomes.

01:24:52 – Panel Q & A – The group closes with advanced networking tactics, mindset shifts, and practical strategies for lasting connection.

Resources Mentioned

Books

Never Eat Alone – Keith Ferrazzi – https://www.amazon.com/dp/0385346654

Presentation Zen – Garr Reynolds – https://www.amazon.com/dp/0321525655

The Presentation Secrets of Steve Jobs – Carmine Gallo – https://www.amazon.com/dp/0071636080

Technology

LinkedIn (Professional Networking Platform) – https://www.linkedin.com

Notability (Note-Taking App) – https://www.gingerlabs.com

About our Panel:

Ivy Slater — Slater Success

Ivy Slater is a business coach, consultant, and founder of Slater Success, where she helps professionals and organizations build scalable growth strategies through relationship development, leadership, and intentional networking. With decades of experience in sales leadership and business development, Ivy works with law firms and service businesses to create systems that generate referrals and long-term partnerships.

Patrice Gimenez — LegalPat

Patrice Gimenez is the founder of LegalPat, a firm focused on helping law firms strengthen operations, intake processes, and client experience. She works with attorneys to implement practical systems that improve efficiency, team performance, and conversion, enabling firms to deliver consistent service while supporting growth.

Anna Lautenschlaeger — Laulau Remote Staffing

Anna Lautenschlaeger is the founder of Laulau Remote Staffing, where she connects law firms with trained remote professionals who support intake, administration, and operations. She specializes in helping firms scale capacity while maintaining quality, allowing attorneys to focus on higher-value work.

Brooke Lively — Cathcap

Brooke Lively is a profitability strategist, EOS Implementer, and founder of Cathcap, a consulting firm dedicated to helping law firms improve financial performance and operational clarity. She works with leadership teams to build accountability, increase margins, and create sustainable growth through structured systems and data-driven decision making.

Brooke Birkey - Level Up Law Firm Business Coaching, LLC

Brooke Birkey is a legal marketing and business development professional known for helping law firms build stronger brands, partnerships, and referral pipelines. She focuses on practical strategies that improve visibility, networking effectiveness, and conference ROI for attorneys and legal teams.

Adam Rossen — Rossen Law Firm

Adam Rossen is the founder of Rossen Law Firm, a criminal defense firm recognized for its focus on client experience, team culture, and operational excellence. Adam is known for implementing systems that support predictable growth while maintaining high service standards, and he frequently shares insights on leadership and law firm management.

Christopher Earley — Earley Law Group

Christopher Earley is the founder of Earley Law Group, a personal injury firm focused on client advocacy and community impact. He is recognized for his emphasis on empathy-driven client service, strong referral relationships, and building a firm culture centered on trust and long-term reputation.

Paul Faust — Ringboost

Paul Faust is the founder of Ringboost, a company specializing in memorable phone numbers and call strategy for businesses, including law firms. He helps firms improve brand recall, marketing performance, and call tracking by aligning phone strategy with overall growth initiatives.

Chris Mullins — Intake Academy

Chris Mullins is the founder of Intake Academy, where he trains law firms to improve intake performance, conversion, and client communication. He works with attorneys and intake teams to implement processes, scripting, and metrics that turn more inquiries into signed cases.

Frank Rekas — Palm Wealth Partners

Frank Rekas is a financial advisor at Palm Wealth Partners who works with attorneys and business owners on long-term financial planning, risk management, and wealth strategy. He helps professionals align business growth with personal financial goals through structured planning and advisory support.

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Key Topics

03:26 – Vance’s path into Disney and discovering the real “secret sauce” behind the magic

03:56 – Why systems and processes unlock creativity and client experience

06:45 – Create a Client Journey Map with Disney-Level Touchpoints – Learn how mapping every client interaction from the client’s perspective reduces friction, increases show rates, and builds trust before the first meeting even happens.

10:26 – Install an Onstage Backstage Intake Culture – Discover how separating client-facing behavior from internal operations creates consistency, eliminates experience leaks, and builds professional trust from moment zero.

14:48 – Operationalize Your Core Standards – Understand how defining and ranking core standards like safety, courtesy, and efficiency gives your team a decision-making framework that improves alignment and client confidence.

18:56 – Add Magical Moments That Clients Brag About – Explore how to engineer emotional connection through celebration moments, surprise touches, and intentional hospitality that generate referrals without asking.

21:56 – Build Systems That Guarantee Consistency, Not Heroics – Learn why small missed details compound into negative experiences and how documented systems increase consistency, scalability, and even firm valuation.

27:16 – Tune into The Golden Rapid Fire questions for Vance.

Resources Mentioned

Free Audit of Your Digital Marketing - Visit tengoldenrules.com and either fill out the form or start a chat and mention the Free Audit.

Get your copy of 52 Ways to Wow Your Customer Without Breaking the Bank from Vance at https://wow52ways.com/

Technology

1. Boomerang (Email App) – https://www.boomeranggmail.com

Books

1. Unreasonable Hospitality – Will Guidara – https://a.co/d/01VlZGg4
2. How to Get a Meeting with Anyone – Stu Heinecke – https://a.co/d/08pC6QIw

About our Guest:

Vance Morris is a customer experience strategist, speaker, and consultant who helps service-based businesses stand out by turning everyday service into memorable, profit-driving experiences.

With over a decade at Walt Disney World, Vance developed his Return on Experience® system to help businesses create service cultures that inspire loyalty, referrals, and premium pricing. Through his Systematic MAGIC™ approach, he shows teams how to deliver consistent, high-impact experiences without burnout.

Vance works with service businesses across industries through workshops, keynotes, and consulting, helping them grow by elevating customer experience into a competitive advantage.

Learn more at vancemorris.com or deliverservicenow.com or connect at vance@deliverprofitsnow.com

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Brooke Lively, multi-bestselling author, and EOS Implementer specializing exclusively in the legal industry, returns to share what she discovered after analyzing her highest-performing clients. The difference wasn’t more marketing or more hustle. It was EOS. As she launches her new book, Scaling Law, Brooke reveals how law firms can implement the Entrepreneurial Operating System the right way, fix root-level leadership issues, build accountability, increase profitability, and reclaim their time.

** Pre-order Brooke’s upcoming book, Scaling Law, here - https://a.co/d/0c4j4Po2

Key Topics

00:01:35 – Introduction to the core theme of execution as the defining factor between stagnant firms and those experiencing true hockey-stick growth.

00:06:51 – Analysis of three growth categories in law firms and the discovery that consistent system-based execution drives elite performance.

00:09:59 – Why operating systems must be adapted specifically for law firms, including bar rules, fee structures, and industry constraints.

00:14:24 – Breakdown of the Entrepreneurial Operating System and its six key components: Vision, People, Data, Issues, Process, and Traction.

00:18:53 – How Level 10 meetings and the IDS framework eliminate circular conversations and solve root causes instead of surface symptoms.

00:26:33 – The 80–90 percent rule: most business challenges fall into either people problems or process problems.

00:33:30 – The risk of over-promoting loyal employees and how capacity breakdowns appear in growing firms.

00:38:44 – Understanding capacity in two dimensions: skill capability and time bandwidth — and how overload quietly damages performance.

00:44:35 – The three types of profit law firm owners must prioritize: financial profit, time freedom, and reputational strength.

00:50:23 – Rapid-fire insights on productivity systems, calendar discipline, business books, and the profile of law firm leaders ready to scale.

Resources Mentioned

Technology

1. EOS Worldwide (Operating System) – https://www.eosworldwide.com

Books

1. Traction – Gino Wickman – https://www.amazon.com/dp/1936661837
2. Get a Grip – Gino Wickman & Mike Paton – https://www.amazon.com/dp/1939529824
3. Buy Back Your Time – Dan Martell – https://www.amazon.com/dp/059342297X
4. The Big Leap – Gay Hendricks – https://www.amazon.com/dp/0061735361

About our Guest:

Brooke Lively is a CFO and Profitability Strategist who helps leaders of fast-growing companies gain the financial clarity and structure needed to build profitable, sustainable businesses—without sacrificing the life they want. As President of Cathedral Capital, she works with service-based business owners, including attorneys, consultants, accountants, and marketers earning between $350K and $10M, helping them move beyond guesswork into predictable profitability.

Her expertise centers on uncovering hidden money leaks, optimizing pricing and margins, and building financial systems that support long-term growth. Through outsourced CFO services, strategy engagements, VIP Jump Start Days, workshops, and speaking, Brooke empowers business owners to increase revenue, expand margins, reduce workload, and make confident, data-driven decisions for years to come.

If you know your business could be far more profitable, Brooke invites you to connect at Brooke@CathCap.com to start the conversation.

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Key Topics

01:11 - Why most law firms feel “stuck” heading into a new year and how strategic planning creates leverage before hiring ever begins

02:47 - The hidden reason recruiting costs quietly derail growth plans and why many firms do not realize it until it is too late

04:49 - How traditional percentage-based recruiting changes hiring behavior in ways firms rarely intend

05:54 - What actually slows down law firm hiring and the overlooked steps that consume leadership time

07:44 - Why job descriptions repel great candidates and how a small mindset shift changes who applies

09:15 - The uncomfortable truth about reference checks and why skipping them creates long-term risk

10:14 - How flipping the structure of a job post reframes the entire hiring conversation

12:22 - A single reference question that reveals more than an entire resume ever could

15:56 - What “culture” really means inside a law firm and why most firms define it too late

17:52 - The unique cultural pressures inside personal injury firms and what hiring mistakes show up most often

19:20 - A simple hiring-stage adjustment that exposes culture fit issues before an offer is made

21:02 - The difference between toxic culture, unhealthy culture, and culture that is simply unfinished

24:21 - Why geography matters more than firms think and how rural and urban hiring require different strategies

33:29 - Why experienced attorneys leave prestigious roles and what smaller firms misunderstand about that transition

Resources Mentioned

Books

1. Think and Grow Rich – Napoleon Hill – https://a.co/d/091jJ6Ga

Podcasts

1. How I Built This with Guy Raz – https://podcasts.apple.com/ca/podcast/how-i-built-this-with-guy-raz/id1150510297
2. Claim Your Confidence with Lydia Fenet - https://podcasts.apple.com/ca/podcast/claim-your-confidence-with-lydia-fenet/id1647588906
3. And She Rises… Amanda Frances - https://podcasts.apple.com/ca/podcast/and-she-rises/id1438759061

Other Sources

1. Culture Talk (workplace culture certification and surveys) – https://www.culturetalk.com

About our Guest:

Erin is a career and personal branding coach who helps career professionals and small business owners gain visibility, confidence, and opportunity through authentic personal branding.

After starting her career in the financial industry, Erin recognized the impact of toxic workplace cultures and chose a different path—one focused on helping people find fulfillment and professional success in healthier environments. Today, she coaches clients on how to elevate their personal brand so they can be seen, heard, and chosen by recruiters, hiring managers, and ideal clients.

Erin supports job seekers through career transition strategy, ATS-optimized resumes, LinkedIn profile revamps, and interview coaching. She also works with small business owners on hiring strategy, employer branding, LinkedIn optimization, and group trainings to build positive, people-first workplaces.

Instagram: @yourbrandnetworker

Email: info@yourbrandnetworker.com

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

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If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

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Key Topics

05:32 – Jay introduces AI SEO and answer engine optimization, explaining how Google AI Overviews are changing search behavior and what law firms must do to appear in AI-driven results.

16:33 – Stacey Brown Randall begins her segment by reframing where referrals truly belong in a law firm’s growth strategy and previews how to generate consistent referrals without asking.

27:30 – Steven Gursten starts his presentation on fatigue as a hidden but devastating injury, outlining how proving fatigue can significantly increase future economic damages in serious cases.

37:22 – Rob Levine opens his intake discussion by showing how intake systems, call routing, and dropped-call recovery directly impact case volume and firm revenue.

53:53 – Chris Keller begins his talk on the five disciplines that transform both life and practice, sharing how mental, emotional, physical, spiritual, and financial discipline drive sustainable growth.

58:31 – The live Q&A begins, covering motivation versus discipline, selecting the right cases, increasing case value through strategy, and leading teams with intention.

Resources Mentioned

Download your free Copy of the Intake Analysis Ghost Call Scorecard, courtesy of Rob Levine - https://docs.google.com/document/d/1wn1NIL2CN_hb6NXR-ippSvDcYo-l67dV/edit

Technology

1. Hona (client experience software) – Hona – https://www.hona.com
2. Google AI Overviews (search technology) – Google – https://www.google.com
3. ChatGPT (AI platform) – OpenAI – https://www.openai.com
4. Reddit (community and Q&A platform) – Reddit – https://www.reddit.com
5. Quora (Q&A platform) – Quora – https://www.quora.com
6. Oura Ring (wearable health technology) – Oura – https://ouraring.com

Books

1. Generating Business Referrals Without Asking: A Simple 5 Step Plan to a Referral Explosion – Stacey Brown Randall - https://a.co/d/aTrufrF
2. The Referable Client Experience: A Proven Method to Generate Referrals Without Asking – Stacey Brown Randall - https://a.co/d/6p2GbyX
3. Atomic Habits: An Easy & Proven Way to Build Good Habits and Break Bad Ones – James Clear - https://a.co/d/7iehDsG
4. A Year to Change Your Life: How 365 Days of Intentional Daily Actions Lead to Transformation – Chris Keller - https://a.co/d/hYK6Jah

About our Guests:

Steven Gursten is one of the nation’s leading authorities on catastrophic injury and trucking accident litigation. As the founder of Michigan Auto Law, he has built a nationally recognized practice by focusing on case strategy, evidence development, and valuation methods that significantly increase outcomes for seriously injured clients. Steven is widely known for teaching lawyers how to increase case value and profitability by handling complex cases the right way, not simply more cases.

Rob Levine is the founder of Rob Levine & Associates, a multi-million-dollar law firm built through disciplined operations, systems, and execution. Known for his focus on scalability and accountability, Rob has developed operational frameworks that allow firms to grow without sacrificing efficiency or culture. His experience offers practical insight into how strong systems, leadership structure, and process discipline drive long-term profitability.

Stacey Brown Randall is a nationally recognized expert on referrals and the author of Generating Business Referrals Without Asking. She teaches professionals how to build consistent, high-quality referral systems rooted in relationships, trust, and generosity — not pressure or sales tactics. Stacey’s work helps law firms create sustainable referral pipelines by focusing on value creation and intentional relationship-building.

Chris Keller is a leadership and performance expert who helps law firm owners strengthen execution, accountability, and culture. His work focuses on the disciplines and habits that drive high-performing teams, from leadership behavior to operational consistency. Chris is known for helping firms translate strategy into action by building leadership systems that support sustainable growth and long-term performance.

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to...]]>This episode is a high-energy preview of the amazing speakers coming to TGR Live! Growth Strategies for Law Firms 2026. We will be bringing together an elite group of experts to share powerful insights from their upcoming presentations. Jay Berkowitz is joined by Stacy Brown Randall, Steven Gursten, Rob Levine, and Chris Keller for a fast-moving conversation that spans AI-driven SEO, referral systems that don’t require asking, intake strategies that recover millions in lost revenue, litigation techniques that dramatically increase case value, and personal disciplines that elevate both life and practice. Each speaker offers a clear glimpse into the strategies they’ll be teaching live, giving listeners a sense of the depth, practicality, and momentum behind this year’s conference. If you want to learn directly from these speakers, connect with other growth-minded law firm leaders, and experience these strategies in full, TGR Live 2026 is where it all comes together — and this episode makes it clear why you don’t want to miss it.

Key Topics

05:32 – Jay introduces AI SEO and answer engine optimization, explaining how Google AI Overviews are changing search behavior and what law firms must do to appear in AI-driven results.

16:33 – Stacey Brown Randall begins her segment by reframing where referrals truly belong in a law firm’s growth strategy and previews how to generate consistent referrals without asking.

27:30 – Steven Gursten starts his presentation on fatigue as a hidden but devastating injury, outlining how proving fatigue can significantly increase future economic damages in serious cases.

37:22 – Rob Levine opens his intake discussion by showing how intake systems, call routing, and dropped-call recovery directly impact case volume and firm revenue.

53:53 – Chris Keller begins his talk on the five disciplines that transform both life and practice, sharing how mental, emotional, physical, spiritual, and financial discipline drive sustainable growth.

58:31 – The live Q&A begins, covering motivation versus discipline, selecting the right cases, increasing case value through strategy, and leading teams with intention.

Resources Mentioned

Download your free Copy of the Intake Analysis Ghost Call Scorecard, courtesy of Rob Levine - https://docs.google.com/document/d/1wn1NIL2CN_hb6NXR-ippSvDcYo-l67dV/edit

Technology

1. Hona (client experience software) – Hona – https://www.hona.com
2. Google AI Overviews (search technology) – Google – https://www.google.com
3. ChatGPT (AI platform) – OpenAI – https://www.openai.com
4. Reddit (community and Q&A platform) – Reddit – https://www.reddit.com
5. Quora (Q&A platform) – Quora – https://www.quora.com
6. Oura Ring (wearable health technology) – Oura – https://ouraring.com

Books

1. Generating Business Referrals Without Asking: A Simple 5 Step Plan to a Referral Explosion – Stacey Brown Randall - https://a.co/d/aTrufrF
2. The Referable Client Experience: A Proven Method to Generate Referrals Without Asking – Stacey Brown Randall - https://a.co/d/6p2GbyX
3. Atomic Habits: An Easy & Proven Way to Build Good Habits and Break Bad Ones – James Clear - https://a.co/d/7iehDsG
4. A Year to Change Your Life: How 365 Days of Intentional Daily Actions Lead to Transformation – Chris Keller - https://a.co/d/hYK6Jah

About our Guests:

Steven Gursten is one of the nation’s leading authorities on catastrophic injury and trucking accident litigation. As the founder of Michigan Auto Law, he has built a nationally recognized practice by focusing on case strategy, evidence development, and valuation methods that significantly increase outcomes for seriously injured clients. Steven is widely known for teaching lawyers how to increase case value and profitability by handling complex cases the right way, not simply more cases.

Rob Levine is the founder of Rob Levine & Associates, a multi-million-dollar law firm built through disciplined operations, systems, and execution. Known for his focus on scalability and accountability, Rob has developed operational frameworks that allow firms to grow without sacrificing efficiency or culture. His experience offers practical insight into how strong systems, leadership structure, and process discipline drive long-term profitability.

Stacey Brown Randall is a nationally recognized expert on referrals and the author of Generating Business Referrals Without Asking. She teaches professionals how to build consistent, high-quality referral systems rooted in relationships, trust, and generosity — not pressure or sales tactics. Stacey’s work helps law firms create sustainable referral pipelines by focusing on value creation and intentional relationship-building.

Chris Keller is a leadership and performance expert who helps law firm owners strengthen execution, accountability, and culture. His work focuses on the disciplines and habits that drive high-performing teams, from leadership behavior to operational consistency. Chris is known for helping firms translate strategy into action by building leadership systems that support sustainable growth and long-term performance.

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Key Topics

02:55 - Why appellate attorneys see the same divorce mistakes repeated year after year

04:07 - Amy Shield’s path into family law appeals and how appellate thinking changes outcomes

05:47 - Growing up around the law and developing an analytical mindset for complex cases

07:28 - The hidden errors trial lawyers and clients make that only surface on appeal

09:55 - Why changing passwords is one of the smartest moves to make before filing for divorce

12:02 - How smart home technology, cameras, and shared accounts can be weaponized in divorce

13:11 - Social media behaviors that quietly destroy credibility in court

14:10 - Who gets the family pet and how state laws treat pets very differently

15:37 - Using a book to establish authority and trust in a niche legal market

16:58 - How busy attorneys realistically find time to write and finish a book

18:11 - Why outlining first is the difference between finishing a book and quitting halfway

19:33 - How appellate lawyers evaluate records, transcripts, and courtroom behavior

22:10 - Practical advice for attorneys considering writing a book for thought leadership

25:48 - How judges evaluate appearance, behavior, and credibility in court and online hearings

30:16 - What clients should look for when choosing the right divorce attorney

32:14 - Why preparation before filing often matters more than arguments made later

Resources Mentioned

Technology

1. Microsoft Office – https://www.microsoft.com
2. Zoom – https://zoom.us

Books

1. Divorce SOS: How to Avoid Costly Mistakes and Protect Your Money, Children, and Sanity – Amy Shield & Roger Levine - https://a.co/d/bLjo9pv
2. Advanced Internet Marketing for Law Firms - Jay Berkowitz - https://a.co/d/bSNlAZk

Podcasts

1. DarenDaily On-Demand - https://podcasts.apple.com/ca/podcast/darrendaily-on-demand/id1449270369

About our Guests:

Amy Shield is an AV Preeminent®–rated appellate attorney, a distinction that reflects the highest level of professional excellence and peer recognition for legal ability and ethical standards. She focuses her practice on appellate advocacy, bringing precision, strategic clarity, and deep legal analysis to complex appeals.

Known for her thoughtful approach and strong written and oral advocacy, Amy works closely with trial teams to refine legal arguments, preserve issues for appeal, and strengthen cases at every stage of litigation. Her reputation as a trusted appellate lawyer is built on credibility, experience, and a commitment to high standards in appellate practice.

Roger Levine is a Florida appellate attorney providing litigation support across civil matters including family law, probate and trust disputes, commercial litigation, personal injury, and insurance cases. He is admitted to all Florida state courts and the U.S. District Court for the Southern District of Florida.

A National Merit Scholar, Roger earned his B.A. and J.D. from the University of Florida and holds an AV Preeminent® rating from Martindale-Hubbell. He has a longstanding commitment to community service, including a decade as a volunteer guardian ad litem in Palm Beach County.

https://shield-levine.com/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Key Topics

01:21 – Hear why referrals and digital marketing aren’t rivals and how using both reshapes growth strategy

01:48 – Grasp the idea of complementarity and why “either-or” thinking limits firm momentum

03:24 – See how introverted lawyers gain an edge by being willing to initiate real conversations

04:03 – Understand why simply stepping off the wall creates instant market differentiation

04:48 – Map the four stages of value creation and where income growth typically stalls

06:39 – Learn why skipping the “who you know” stage keeps firms from ever scaling

08:27 – Get the full $500,000 referral roadmap and why it’s designed to compound over time

09:21 – Choose meetup formats that fit your personality so consistency becomes realistic

10:35 – Adopt consistency as the real competitive advantage most lawyers won’t sustain

11:01 – Recognize why weekly email is still one of the most overlooked growth tools

12:59 – Replace content pressure with curation to keep emails valuable and doable

15:33 – Use monthly mail as a low-friction way to stay present with referral sources

18:39 – Turn “too busy” into systems and delegation so growth doesn’t rely on willpower

22:12 – Solve “I don’t know what to say” by anchoring content to personal interests

25:46 – Build simple infrastructure with tools, VAs, and workflows that keep everything moving

29:17 – Lock in the identity shift that makes the habits stick: entrepreneur first, attorney second

Resources Mentioned

Books

• Buy Back Your Time by Dan Martell – https://a.co/d/afpamHR

Tech / Tools

• ChatGPT – https://chat.openai.com

• ActiveCampaign – https://www.activecampaign.com

• Mailchimp – https://mailchimp.com

• Zapier – https://zapier.com

• Make (formerly Integromat) – https://www.make.com

About our Guest:

Charley Mann is the host of “They Don’t Teach This in Law School” and founder of Law Firm Alchemy, a company dedicated to providing resources and coaching for law firm growth. With over 14 years of experience in the legal industry, Charley guides law firm owners in optimizing their practices and achieving success. He emphasizes the importance of networking, providing value, and maintaining strong client relationships, focusing on both business operations and personal growth. Known for his approachable demeanor and deep industry knowledge, Charley values integrity, transparency, and genuine connections.

In his role, Charley works closely with law firm owners to enhance their entrepreneurial skillsets, particularly in marketing and leadership. His company, Law Firm Alchemy, offers tailor-made coaching and courses designed to help firm owners break through growth plateaus or accelerate their current growth trajectories.

https://www.lawfirmalchemy.com/

Podcast: https://podcasts.apple.com/ca/podcast/they-dont-teach-this-in-law-school/id1640557971

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

In this conversation, I talk with Joe Fried about how focusing deeply on one area transformed his practice and impact. Joe shares how niching into truck crash litigation helped him become a true subject matter expert, attract better cases, and build a national reputation through teaching, not hype. We talk about why expertise is earned by sharing what you learn, how real content beats flashy marketing, and why passion matters more than chasing money. Joe also explains how storytelling, systems, and surrounding yourself with the right people can dramatically change results. This episode is about building a practice that feels aligned, intentional, and built to last.

Key Topics

03:25 – Learn why niching down is often the fastest way to stop competing with every other lawyer in the room.

05:42 – Hear how early insecurity can become the catalyst for building real expertise.

06:34 – Learn a practical definition of what actually makes someone a subject matter expert.

07:19 – Discover why concentrated focus beats waiting decades to feel “qualified.”

08:22 – Hear how recognizing patterns in real life can point you toward the right niche.

09:24 – Learn how committing to a niche before having cases can still unlock momentum.

10:10 – Understand why teaching what you learn builds credibility faster than marketing tactics.

11:41 – Learn how positioning truck crashes as fundamentally different reshaped referrals.

12:23 – Discover why sharing real, useful content naturally creates leadership in a space.

15:06 – Learn how passion for the work makes specialization contagious to others.

16:25 – Hear a simple visualization exercise to identify the cases you’re meant to handle.

22:27 – Learn why surrounding yourself with true experts is essential to running a strong firm.

28:28 – Rapid-fire insights on productivity, AI tools, wellness habits, books, and influences that shape Joe’s thinking.

35:51 – Learn how reframing cases around human impact changes how juries connect.

36:35 – Discover why the most powerful stories aren’t about injuries, but how life changes afterward.

Resources Mentioned

Books

Who Not How by Dan Sullivan - https://a.co/d/56nWJaC

Influence: The Psychology of Persuasion by Robert Cialdini - https://a.co/d/32Ga9Nv

Pre-Suasion by Robert Cialdini - https://a.co/d/2Cte7iT

Podcasts

The Joe Rogan Experience - https://podcasts.apple.com/us/podcast/the-joe-rogan-experience/id360084272

Art of Accomplishment with Joe Hudson - https://podcasts.apple.com/ca/podcast/the-art-of-accomplishment/id1540650504

Technology and Tools

ChatGPT - https://chat.openai.com

Claude - https://claude.ai

Perplexity - https://www.perplexity.ai

Grok - https://grok.com/

About our Guest:

Joe Fried is one of the nation’s leading trial lawyers and safety advocates, focusing exclusively on catastrophic truck crash cases. He limits the number of cases he takes so he can devote deep attention and resources to each one, with results nearing $1 billion across more than 30 states. Board Certified in Truck Accident Law by the National Board of Trial Advocacy, Joe is widely recognized for his leadership in trucking and highway safety and has delivered more than 500 presentations to lawyers, judges, law enforcement, and policymakers.

A graduate of the University of Georgia School of Law with honors, Joe Fried is a co-founder of the Academy of Truck Accident Attorneys and has held numerous national leadership roles within the plaintiffs’ bar. He has served as faculty at the Gerry Spence Trial Lawyers College and the Georgia Trial Skills Clinic, and previously served as a judge in Fulton County, Georgia. Known for his disciplined and creative approach, Joe believes truck crash cases demand true specialization, and that focus leads to better outcomes and safer roads.

https://www.friedgoldberg.com/

Academy of Truck Accident Attorneys - https://ataalaw.org/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Robert’s passion for innovation and mentorship shines through in everything he does, from creating unique networking events like the music-festival-style legal conference Law-Di-Gras to hosting his bourbon-focused podcast, Bourbon Approved. He also shares actionable tips on leveraging technology, fostering community, and mentoring the next generation of legal talent. This conversation is a goldmine of inspiration for anyone eager to take their law practice to new heights.

Key Topics

03:13 - Founded Justice HQ, a membership community for high-level lawyers, and Attorney Share, a case marketplace with over 2000 lawyers.

04:05 - Annual Law-Di-Gras conference, which focuses on networking, personal growth, and legal education.

04:35 - The conference features various tracks on media marketing, business operations, personal wealth, personal health, AI technology, and trial skills.

05:22 - The conference's origins and the decision to make it more fun and interactive with musical guests.

06:22 - The firm's trial successes and the publication of his book on disc injury cases.

06:55 - Types of cases the firm handles, including disc injury cases, product liability, wrongful death, and ride-share cases.

07:35 - Expansion into other states, including Texas and Arizona, and the success in these new markets.

08:43 - The firm's mission to litigate and try a lot of cases and the importance of having a good team of trial lawyers.

09:21 - Justice HQ as a membership community for lawyers, offering masterminds, media platforms, and on-demand education.

10:10 - The community's technology platform, Slack communities, and new software for building communities.

10:45 - The benefits of Justice HQ, including access to office space, branding, speaking opportunities, and collaboration.

12:07 - Attorney Share, a marketplace for lawyers to find the best cases and co-counsel, and the integration with major case management platforms.

12:18 - The family involvement in the firm, including his twin brother, younger brother, parents, and other family members.

12:49 - The roles each family member plays and the trust and efficiency within the family business.

12:23 - The pros and cons of working with family, emphasizing the trust factor and the potential for family disagreements.

13:42 - The importance of having a good relationship with his brother, who manages the firm's finances.

14:14 - They talk about the importance of family and the balance between personal and professional life.

16:35 - Attorney Share the platform simplifies case sharing, fee agreements, and referral networks while minimizing lead generation costs.

18:12 - Lawyers can easily refer cases and find top specialists nationwide through an organized, automated system.

19:27 - The platform streamlines case referrals, fee sharing, and case tracking for law firms.

20:37 - The importance of mentorship, build relationships by networking with mentors, peers, and legal organizations.

22:32 - Focus on a niche, market yourself authentically, and leverage free tools to grow your practice.

24:12 - Leverage networking groups and local organizations to build powerful connections.

25:21 - Join small, focused groups for regular discussions on business and personal growth.

27:37 - Vision for 2025 Law-Di-Gras, having others bring their communities, masterminds, and networking followed by a music festival. Avoiding conference burn out.

28:10 - Talks about the Bourbon Approved podcast, which started as a fun project and evolved into a networking tool.

29:04 - The high production quality of the podcast and the interest from guests.

29:43 - The success of the Bourbon Approved Tour and the connections made through the podcast.

30:00 - The importance of doing something you love and how it can benefit your business.

32:54 - The importance of having systems in place to handle increased marketing volume.

33:12 - The need for intake readiness, customer service, and efficient case management.

34:25 - The benefits of integrating with Attorney Share and other platforms to track and manage cases.

34:43 - The importance of specializing in a specific area of law and building a strong network of relationships.

38:16 - Talks about his preventative health routine, including regular check-ups and liver panels.

40:46 - The importance of mentoring and helping other lawyers, especially those starting out.

Resources Mentioned

Books:

1. Zero to One by Peter Theil - https://a.co/d/3xSGjYe
2. Just One Thing by Rick Hanson PhD - https://a.co/d/4mmF2lf
3. Client Centered Law Firm by Jack Newton - https://a.co/d/auy7qhy
4. You Can't Teach Hungry by John Morgan - https://a.co/d/2ujU7LR
5. Buy Back Your Time By Dan Martell - https://a.co/d/6JSJFYP

Websites and Platforms:

1. Attorney Share - https://www.attorneyshare.com/

About Robert Simon:

Robert T. Simon (“Bob”) is a co-founder of the Simon Law Group and serves as its primary trial attorney. He co-founded the firm in 2009 with his twin brother Brad and helped grow it from a small boutique practice into a nationally recognized, nine-figure law firm with offices in California, Arizona, and Texas. Bob is admitted in multiple states, including California, Arizona, Texas, Massachusetts, Iowa, Pennsylvania, and New York, and is widely known for handling complex wrongful death and catastrophic injury cases involving commercial carriers.

Since 2012, Bob has tried more than 50 cases as lead counsel, winning the vast majority and securing over $100 million annually in verdicts and settlements. He has earned multiple Trial Lawyer of the Year honors from his peers across several jurisdictions and is a frequent national speaker, educating trial attorneys on litigation strategy, case development, and achieving strong client outcomes.

https://www.thesimonlawgroup.com/

https://www.instagram.com/planetfunbob/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

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Follow Ten Golden Rules on In this encore performance of one of our top episodes, I had the privilege of sitting down with Robert Simon, co-founder of the Simon Law Group, Law-Di-Gras, Attorney Share and Justice HQ, to explore his remarkable journey from launching a small law practice in 2009 to leading a powerhouse firm with 27 lawyers across multiple states. And, somehow he also finds time to host the popular Bourbon Approved Podcast! Robert shared invaluable insights into building a thriving membership community for high-level attorneys, developing innovative tools like Attorney Share, and carving out a niche in personal injury law, particularly in complex disc injury cases. His strategies and experiences offer practical guidance for anyone looking to scale their legal practice or improve operational efficiency.

Robert’s passion for innovation and mentorship shines through in everything he does, from creating unique networking events like the music-festival-style legal conference Law-Di-Gras to hosting his bourbon-focused podcast, Bourbon Approved. He also shares actionable tips on leveraging technology, fostering community, and mentoring the next generation of legal talent. This conversation is a goldmine of inspiration for anyone eager to take their law practice to new heights.

Key Topics

03:13 - Founded Justice HQ, a membership community for high-level lawyers, and Attorney Share, a case marketplace with over 2000 lawyers.

04:05 - Annual Law-Di-Gras conference, which focuses on networking, personal growth, and legal education.

04:35 - The conference features various tracks on media marketing, business operations, personal wealth, personal health, AI technology, and trial skills.

05:22 - The conference's origins and the decision to make it more fun and interactive with musical guests.

06:22 - The firm's trial successes and the publication of his book on disc injury cases.

06:55 - Types of cases the firm handles, including disc injury cases, product liability, wrongful death, and ride-share cases.

07:35 - Expansion into other states, including Texas and Arizona, and the success in these new markets.

08:43 - The firm's mission to litigate and try a lot of cases and the importance of having a good team of trial lawyers.

09:21 - Justice HQ as a membership community for lawyers, offering masterminds, media platforms, and on-demand education.

10:10 - The community's technology platform, Slack communities, and new software for building communities.

10:45 - The benefits of Justice HQ, including access to office space, branding, speaking opportunities, and collaboration.

12:07 - Attorney Share, a marketplace for lawyers to find the best cases and co-counsel, and the integration with major case management platforms.

12:18 - The family involvement in the firm, including his twin brother, younger brother, parents, and other family members.

12:49 - The roles each family member plays and the trust and efficiency within the family business.

12:23 - The pros and cons of working with family, emphasizing the trust factor and the potential for family disagreements.

13:42 - The importance of having a good relationship with his brother, who manages the firm's finances.

14:14 - They talk about the importance of family and the balance between personal and professional life.

16:35 - Attorney Share the platform simplifies case sharing, fee agreements, and referral networks while minimizing lead generation costs.

18:12 - Lawyers can easily refer cases and find top specialists nationwide through an organized, automated system.

19:27 - The platform streamlines case referrals, fee sharing, and case tracking for law firms.

20:37 - The importance of mentorship, build relationships by networking with mentors, peers, and legal organizations.

22:32 - Focus on a niche, market yourself authentically, and leverage free tools to grow your practice.

24:12 - Leverage networking groups and local organizations to build powerful connections.

25:21 - Join small, focused groups for regular discussions on business and personal growth.

27:37 - Vision for 2025 Law-Di-Gras, having others bring their communities, masterminds, and networking followed by a music festival. Avoiding conference burn out.

28:10 - Talks about the Bourbon Approved podcast, which started as a fun project and evolved into a networking tool.

29:04 - The high production quality of the podcast and the interest from guests.

29:43 - The success of the Bourbon Approved Tour and the connections made through the podcast.

30:00 - The importance of doing something you love and how it can benefit your business.

32:54 - The importance of having systems in place to handle increased marketing volume.

33:12 - The need for intake readiness, customer service, and efficient case management.

34:25 - The benefits of integrating with Attorney Share and other platforms to track and manage cases.

34:43 - The importance of specializing in a specific area of law and building a strong network of relationships.

38:16 - Talks about his preventative health routine, including regular check-ups and liver panels.

40:46 - The importance of mentoring and helping other lawyers, especially those starting out.

Resources Mentioned

Books:

1. Zero to One by Peter Theil - https://a.co/d/3xSGjYe
2. Just One Thing by Rick Hanson PhD - https://a.co/d/4mmF2lf
3. Client Centered Law Firm by Jack Newton - https://a.co/d/auy7qhy
4. You Can't Teach Hungry by John Morgan - https://a.co/d/2ujU7LR
5. Buy Back Your Time By Dan Martell - https://a.co/d/6JSJFYP