BE THAT LAWYER

In this discussion, Lindsey Busfield, Vice President at Optimize My Firm, shares her expertise in SEO and digital marketing tailored for law firms. She emphasizes the importance of strategic SEO while noting its varied effectiveness based on market conditions. Lindsey highlights the often-overlooked role of social media in generating case volume and stresses the value of selective client intake to prevent burnout. She also discusses modern website tools and the use of AI-driven bots for improved client engagement, presenting a comprehensive view of legal marketing's evolving landscape.

In this episode, Steve Fretzin and Jody Glidden discuss:The evolution and growing impact of AI in professional servicesChallenges lawyers face in client relationship managementThe limitations and future of traditional CRMsStrategies for maintaining and expanding client relationships Key Takeaways:43% of clients leave law firms not because of service quality but due to poor communication and lack of follow-up.AI-powered tools like Postilize can monitor relationship gaps and generate personalized outreach suggestions for lawyers to approve and send.Keeping in touch with clients through relevant life or business events — like promotions, layoffs, or funding rounds — can significantly boost retention and trust.Many lawyers miss business opportunities by failing to engage multiple contacts ("multi-threading") within a client’s organization, risking total loss when one contact departs. "If you can ever move [a relationship] to personal, I think then you’ve probably got them for life." —  Jody Glidden Got a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name! Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Thank you to our Sponsor!Rankings.io: https://rankings.io/Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: Atomic Habits by James Clear: https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299 About Jody Glidden: Jody Glidden is a seasoned entrepreneur, AI innovator, and the driving force behind Postilize, an AI-powered business development platform for professional services firms. With over two decades in tech, he's best known as the founder of Introhive, which he scaled to a $500 million valuation, delivering 40x returns for early investors. Under his leadership, Introhive grew to over 250,000 users at firms like PwC, Deloitte, DLA Piper, and Baker McKenzie. At Postilize, Jody applies his expertise in CRM, ERM, and AI automation to tackle challenges like missing relationship data, manual processes, and inconsistent client engagement. He integrates Generative AI and real-time event detection to craft personalized outreach and drive scalable relationship management, retention, and client acquisition. Connect with Jody Glidden:  Website: https://www.postilize.comEmail: jody.glidden@postilize.comLinkedIn: https://www.linkedin.com/in/jodyglidden/ & https://www.linkedin.com/company/postilize/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Kyle Hebenstreit, CEO of PracticeMadePerfect, brings nearly 20 years of experience in consulting and entrepreneurship to the table. He discusses how institutional capital and Big Four firms are reshaping the legal landscape, driving the need for innovative marketing strategies. Kyle emphasizes the importance of understanding client personas and adapting to ongoing changes in legal marketing. He also offers valuable insights on using social media effectively and how law firms can enhance their growth while navigating an increasingly competitive environment.

Ed Levy, President of Edventure Promotions and creator of the 'I Love My PI Lawyer' program, shares insights into relationship marketing for personal injury lawyers. He emphasizes the power of authentic client connections, asserting that small gestures like handwritten notes can significantly boost loyalty. Levy discusses how understanding clients personally fosters trust, leading to more referrals. He also highlights the value of curated networking groups to enhance referral opportunities and suggests that genuine appreciation can transform client interactions into lasting partnerships.

In this episode, Steve Fretzin and Alex Geisler discuss:Building long-term client loyalty in legal practiceStructuring legal work around client expectations and needsImproving legal service delivery through lean process thinkingDeveloping deeper relationships through proactive, strategic communication Key Takeaways:Long-term client loyalty is built through the TREE approach: Transparency in communication, Reliability in service, Efficiency in delivery, and clear Expectations that align with the client's goals.Lawyers can create stronger, “stickier” client relationships by going beyond transactional work and offering value through strategic thinking and curiosity.A structured approach to legal work—planning, executing, reviewing, and improving—can lead to better results, stronger client trust, and greater efficiency.Understanding the client’s definition of success early on, and tailoring the legal approach accordingly, is key to exceeding expectations and retaining business. "There's no substitute for knowing yourself and knowing your purpose. There's no substitute for knowing your client. And just keep checking in on yourself and checking in on your client." —  Alex GeislerGot a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name! Thank you to our Sponsors!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Tao Te Ching by Lao Tzu: https://terebess.hu/english/tao/mitchell.htmlAbout Alex Geisler: Alex's career was spent in three environments: in-house, at Big Law, and with manufacturers. He then harnessed these experiences to create Lean Law, a consultancy devoted to helping lawyers turn new business into repeat business. In addition to personal coaching, his ideas can be accessed through the acclaimed Lean Adviser online curriculum, his Lean Briefing—which receives 40,000 hits each week—and his books and papers. Connect with Alex Geisler:  Website: https://www.leanlaw.co/LinkedIn: https://www.linkedin.com/in/alex-geisler-05b5761a/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Judy Barton discuss:Cultivating meaningful and lasting business relationshipsEffective networking techniques for lawyers and financial professionalsEstablishing credibility and attracting opportunitiesThe importance of integrity in business Key Takeaways:Effective networking is not about collecting contacts but about fostering genuine, mutually beneficial relationships that lead to long-term success.Lawyers and financial professionals should focus on providing value first, rather than immediately seeking business, to build trust and credibility.Personal branding plays a crucial role in professional growth, as a strong and authentic presence can differentiate individuals in competitive industries.Integrity and consistency in business interactions build a solid reputation, making people more likely to refer and work with you over time. "You have to make yourself memorable, but you also have to know why you're different from everybody else and why that person should hire you or engage with you as an attorney." —  Judy Barton Got a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name! Thank you to our Sponsors!Rankings.io: https://rankings.io/Each week, Raise the Bar delivers expert insights on business development, legal tech, and the strategies top rainmakers lawyers use to build thriving practices. No fluff—just actionable tips to help you work smarter and grow faster. Subscribe for free at RaiseTheBarMedia.co: https://content.raisethebarmedia.co/raise-the-bar-newsletter-sign-up/?cid=679b5ad89eeed About Judy Barton: Judy Barton is a Senior Client Strategist for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs. Judy joined the firm in 2014 and has more than 20 years of experience in the financial services industry, as well as being a business owner for 10 years. Her previous corporate experience includes serving in finance at EDS, Nortel, and Sodexho Marriott in Boston, DC, and London. Judy received her Master in Legal Studies from the School of Law at Washington University in St. Louis and a Bachelor of Science in Finance from the University of Oklahoma. Connect with Judy Barton: Website: http://www.bny.com/wealthEmail: judy.barton@bny.comLinkedIn: https://www.linkedin.com/in/judy-barton Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Michael Vater discuss:Growth and networking beyond traditional legal marketingLeveraging legal tech and AI to enhance efficiencyBuilding strategic partnerships for sustainable growthEffectively balancing leadership, operations, and legal work Key Takeaways:Lawyers should build strategic partnerships with realtors, title agents, and medical professionals who connect with potential clients needing legal services instead of relying solely on attorney referrals.Generative AI tools enhance legal research by cross-referencing case law and statutes, helping attorneys find crucial precedents faster and more accurately.Zoom court appearances reduce travel time and create "bonus time" for attorneys to focus on business development and client acquisition.Law firms often let accounts receivable grow unchecked, but strict payment policies like upfront retainers or automated billing prevent financial strain and ensure cash flow. "The world is constantly changing. If you fail to change with it, you will be left behind." —  Michael Vater Got a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name! Thank you to our Sponsors!Rankings.io: https://rankings.io/Each week, Raise the Bar delivers expert insights on business development, legal tech, and the strategies top rainmakers lawyers use to build thriving practices. No fluff—just actionable tips to help you work smarter and grow faster. Subscribe for free at RaiseTheBarMedia.co: https://content.raisethebarmedia.co/raise-the-bar-newsletter-sign-up/?cid=679b5ad89eeed Episode References: The 7 Habits of Highly Effective People by Stephen Covey: https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/0743269519 About Michael Vater: Michael Vater, Esq., Managing Partner of The Ticktin Law Group in South Florida, has successfully litigated complex cases across the U.S. and abroad, including over 20 Florida counties, California, Texas, Pennsylvania, Ohio, South Carolina, and Iceland, where his victory set a European Union precedent on consumer rights in aviation disputes. Since joining the firm in 2010, he has specialized in entertainment, personal injury, and real estate litigation, serving as lead counsel in over 1,600 cases and litigating 100+ Jury and Non-Jury Trials. Recognized by Super Lawyers as a Rising Star, awarded to only 2.5% of Florida lawyers, he has also been featured in Authority Magazine, Lawyers of Distinction, Business Daily Media, and PacerMonitor. Connect with Michael Vater:  Website: https://legalbrains.com/Email: mvater@legalbrains.comLinkedIn: https://www.linkedin.com/company/the-ticktin-law-group-p.a./Twitter: https://x.com/LegalBrainsFacebook: https://www.facebook.com/TheTicktinLawGroup/#Instagram: https://www.instagram.com/legalbrains/# Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Steve Fretzin and Tom Ciesielka discuss:The role of public relations and reputation management in the legal industryThe importance of media visibility and thought leadership for lawyersBalancing legal ethics, confidentiality, and public exposure in marketingThe impact of social media on modern public relations strategies Key Takeaways:Media outlets prioritize availability and recognition over legal expertise—being well-known and responsive is often more important than having the best case results.Lawyers should integrate the PESO model (Paid, Earned, Shared, and Owned media) into their marketing strategy to create a balanced and effective public presence.Addressing negative media coverage should be handled with a focus on advocacy, emphasizing key legal issues and potential next steps rather than becoming defensive.Thought leadership and PR require a long-term commitment—lawyers should expect a minimum six-month investment before seeing meaningful results in recognition and business growth. "Your first obligation is to your client, not to publicizing your firm. That’s just the reality of it." —  Tom Ciesielka Got a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name! Thank you to our Sponsors!Rankings.io: https://rankings.io/Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: LawHer Podcast by Sonya Palmer: https://podcasts.apple.com/us/podcast/lawher/id1599413853Personal Injury Mastermind Conference (PIMCON), October 5–8, 2025 in Scottsdale, Arizona: https://www.pimcon.org/The 1-Page Marketing Plan by Allan Dib: https://www.amazon.com/1-Page-Marketing-Plan-Customers-Money/dp/1989025013/ About Tom Ciesielka: Tom Ciesielka, President of TC Public Relations, has over 25 years of experience in public relations, marketing, and business development. He helps clients manage their reputation through crisis communications, thought leadership, and media coverage in outlets like The Wall Street Journal, CNN, NPR, and Fox News. Before founding TC Public Relations, he worked in film sales—representing Paramount, MGM, and New Line Cinema—and as marketing director for the Museum of Broadcast Communications. Originally from Philadelphia, he built his firm in Chicago on integrity, strategy, and innovation. Now in its third decade, TC Public Relations continues to refine media strategies that elevate client visibility. Connect with Tom Ciesielka:  Website: https://tcpr.net/LinkedIn: https://www.linkedin.com/in/thomasciesielka/Twitter: https://x.com/TomciesielkaInstagram: https://www.instagram.com/tcpublicrelations/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Jim Ries, Director of Business Development at Offit Kurman, shares his expertise on the often-overlooked skill of business development for lawyers. He emphasizes the transformative power of a giver's mentality in networking, advocating for quality connections over business card collections. Ries highlights the value of building trust through consistent actions and advises on the importance of genuine curiosity and active listening. With practical tips like using the 'FORD Method' for more engaging conversations, he inspires a deeper approach to networking and long-term relationship-building.

In this discussion, David Ackert, Co-founder and CEO of Ackert, Inc., dives into the art of strategic networking. He emphasizes prioritizing meaningful relationships over sheer numbers, advising professionals to cultivate a ‘shortlist’ of key clients and prospects. The talk reveals that it often takes 14 interactions from first contact to contract, underlining the value of persistence. Ackert also highlights the importance of assessing potential partners based on chemistry, commerce potential, capabilities, and collaboration for sustainable business growth.