Resource Links:Sign up for a free account at trustnota.comVisit the CaseFuel Website Get your copy of The Legal Marketing FastlaneOn the pod, we usually talk offense (how to grow your business), but...Today we’re talking defense and how to protect your firm.Because all the marketing, intake and hiring you do as a firm won’t matter if you’re at risk of getting disbarred. As you probably know, most states require lawyers to keep an IOLTA account.Managing IOLTA accounts can get a bit hairy.And if your recordkeeping leaves a lot to be desired, you could be at risk of getting audited - or worse. Could smart tech be the solution? In this week’s podcast, Paul Garibian, president of Nota, joins us to discuss how firms can take advantage of tech to make trust account management seamless and efficient, while also decreasing their compliance risk. He also shares why he thinks it’s important to work for a mission-driven business.There’s much more to learn in this episode about protecting your firm, so tune in now!About Paul Garibian:Paul Garibian is the President of Nota, and has over 18+ years of experience in the fintech industry. Connect with Paul at paul@trustnota.com. If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)The old saying goes, what you see is what you get.If you feel negative one day, you’ll only see negative things around you - your staff is lazy, your marketing isn’t working or that every salesman is trying to pull one over on you.If you’re feeling positive, you may actually notice the roses - and maybe even stop to smell them. But is this adage true when applied to things like business success? Or is this just another woo-woo belief with no scientific backing? If you hate woo-woo stuff, but can also accept the fact that some people benefit from it - this episode has an important takeaway for you. Today, Jan dives into the psychological concept of information theory to explain that you really are in control of what you see - and your success can be determined by your perception of one key area.In this woo-free discussion routed in psychology, you’ll see that the prover really does prove what the thinker thinks. About Our Host:Jan Roos is the CEO of CaseFuel agency, helping law firms generate revenue through pay per click advertising. He is a legal marketing expert and is the author of the bestselling book, “Legal Marketing Fastlane.” It talks about PPC lead generation, a technique used to generate client leads for big and small practicesIf you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)We’ve heard the word brand so many times. You’ve gotta have a brand for your business. You gotta have A, B, C.When we think of big companies like Southwest Airlines, Target and Starbucks, we know about their consumer brand - but what about their employee brand?These companies are examples of organizations that have done a great job of cultivating a strong employee brand, aka a brand that employees want to work for.And if you’re thinking to yourself, I’m a small business, why do I need to cultivate an employer brand?Well, for one, you as a small firm are competing for the same top-talent as your larger competitors.And to be able to sell yourself to talented individuals, you must be able to know who you are as a small business. You already have a company culture whether you know it or not, and your culture could be hindering you from attracting and keeping the employees you want.In this week’s podcast, Laura Toelhoek of Essential HR joins us to talk about how to run your human resources department like the big dogs, even if you’re a small firm, so you can attract and keep the employees you need.In this podcast, Laura dives into the building blocks you need to build a good employee culture and the importance of having a structured employee development process for long-term success.You’ll also get access to Laura’s brand-building checklist for small businesses.About Laura:Laura Toelhoek is a Certified Human Resource Leader (CHRL) and the proprietor ofEssential HR. For the last 15 years, she has blended sound HR practices with her pragmaticapproach to improve business performance. She now leads a team of HR professionals that navigate complex HR situations with managers, help guide decisions, and instill confidence with actionable steps.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)If you’re a small or solo estate planning practice or elder law practice, this episode is a must-listen!At Casefuel we’ve been able to master a lead generation process for our clients...But when it comes to small and solo firms, we see them encountering the same problem again and again: Lacking the time and resources needed to follow-up with new leads - aka the inability to make outbound calls.So many turned to a third-party solution to bridge the gap… but struggled to get consistent results.So we worked to create a better solution.In this week’s podcast, Jan Roos explains why we created an ISA (independent sales associate) team and how hiring an appointment setter can be a godsend for small practices.Jan discusses why you need a different technique for inbound and outbound calling, the main problems firms face when working with third-parties and how to make an ISA team work for your firm so you can continue to scale — up to a 10x improvement! — without hiring.While listening, you’ll learn:What an ISA team isThe problems with third-party solutions Requirements for making the ISA process work We’ll be talking about:The process of inbound calling [2:11]What leads require inbound calling? [2:37]The story behind starting the ISA team [3:37]The inconsistent results we got [5:00]Making sure that the intake is all or nothing [6:54]Making sure that all calls are recorded [7:56]The importance of setting up an automated calendar [8:19]Time kills all deals — the more availability you have, the sooner you’re gonna be able to schedule people [10:06]Making sure there are certain things that the ISAs will never speak about [10:58]Not giving legal adviceNot having pricing information on the callWhat are the overall results [11:36]About Our Host:Jan Roos is the CEO of CaseFuel agency, helping law firms generate revenue through pay per click advertising. He is a legal marketing expert and is the author of the bestselling book, “Legal Marketing Fastlane.” It talks about PPC lead generation, a technique used to generate client leads for big and small practices.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:Sign up for the Law Firm Growth Summit today!Listen to the Profit With Law PodcastWhether the pandemic situation ends tomorrow or in a year, consumer behavior around hiring an attorney has changed and may never come back. With the New Year in full swing, many law firm owners like you are setting themselves up for success and this year more than ever there is an opportunity to change things to move up the ranks in their market.Learn what's going on right now and learn about the upcoming Law Firm Growth Summit to set yourself up for success in 2021 and beyond!About Moshe:Moshe Amsel is the host of the Profit with Law Podcast and the Law Firm Growth Summit. He helps law firm owners grow their practice with a focus on creating generational wealth.Moshe has 20 years experience in the IT industry as a business executive. He has extensive experience in Sales and Marketing, having closed over $30 million in sales in a single year. He currently owns an accounting practice, DreamBuilder Financial, where he helps clients with business advisory and tax strategy services. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)Family Law Accelerator Website (https://www.flaccelerator.com/)Want more leads?Of course you do. To get them, many firms and agencies will tell you to leverage online platforms like Google and Facebook. And once those leads come in, how you should develop a solid intake process to encourage those prospects to move to the next level. But what if there is a better way to grow your law firm by doing things a little differently?In this week’s podcast, James Viola of Family Law Accelerator explains how he takes a different approach when it comes to leveraging leads and creating an effective intake process. James discusses how you can grow your firm by leveraging LinkedIn and why you should use an automated intake process to increase your chances of success. While his agency mostly focuses on family law, he shares how these methods can work for any type of attorney. There’s much more to learn in this episode about scaling your practice, so tune in now!We’ll be talking about:James on the success behind his program [01:42]A bit of history and walkthrough on automated intake process [04:24]How long does the automated intake process take [07:42]Communication and engagement is also important to this process [11:32]The experience that people have on using his program [15:38]Being flexible during the sales process [19:21]James on making LinkedIn work for attorneys [24:42]Selecting a niche to sell on LinkedIn [24:44]Set your profile as a customer base rather than a resume  [28:04]Being connected with clients in LinkedIn gives positive response rates [29:59]Multichannel retargeting in LinkedIn [30:34]The commonalities in leveraging LinkedIn and Facebook [32:22]How James prospect in LinkedIn differently [33:00]The best ways to get in touch with James [37:27]About James:James Viola owns The Family Law Accelerator, an agency which helps family law practitioners to accelerate their law firms and practice. He currently runs a program that allows law firms to thrive by introducing them to an automated system that actively engages with new and existing clients.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)Tropical MBA Podcast (https://www.tropicalmba.com/)Wealth of Nations by Adam Smith (https://www.amazon.com/Wealth-Nations-Adam-Smith/dp/1505577128)If you want to grow your firm, you know you need to step up your marketing efforts. But if you don’t have the know-how or the time to do it yourself, what should you do?Some firms opt to hire in-house, while many others turn to outsourcing. Marketing agencies can be a great option. And for good reason — they can provide a ton of value and often deliver results and outcomes beyond expectations.But they don’t work for everyone…In this week’s podcast, Jan Roos, founder of Casefuel, takes a look at the agency model and discusses where they fall short and where they excel. He also discusses why it’s key to have a specific process to get predictable results, as well as the importance of time to results.  We’ll be talking about:The 2 reasons why you shouldn't hire an agency [01:10]Don’t hire an agency when you don’t have the resources yet [01:31]Going in-house also makes sense even if you have the resources to spend [03:52]The benefits of working with an agency [05:01]Leveraging the time spent to get an actual outcome [05:12]Having a specific process that gives predictable results [06:36]Shorter time to getting realistic outcomes [08:19]Agencies are good at high value activities [10:22]Domain expertise [11:52]One last note [14:53]About Our Host:Jan Roos is the CEO of CaseFuel agency, helping law firms generate revenue through pay per click advertising. He is a legal marketing expert and is the author of the bestselling book, “Legal Marketing Fastlane.” It talks about PPC lead generation, a technique used to generate client leads for big and small practicesIf you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)Upleveling Your Business Website (https://www.uplevelingyourbusiness.com/)Want to grow a million-dollar-plus law practice?If you’re like most attorneys, your answer is an enthusiastic, “Yes!” Which is typically followed immediately by:“But I don’t know how...”  Some firms are able to set a goal and figure out the “how” later. It’s possible some just get lucky. A firm may score that one client that makes all the difference - but these firms are often the exception rather than the rule. And if they do get lucky, what are the chances they could recreate their success a second time? In this week’s podcast, special guest Kristen David of Upleveling Your Business, shares how she built and sold a 7-figure law firm — not just once, but multiple times. In this episode, Kristen talks to how she developed a repeatable process for success. She discusses how she was able to break down one big goal into manageable pieces, and the importance of building the right systems to achieve your goals over and over again. We’ll be talking about:Kristen talks about her living schedule and how she gets things done [01:16]Law school doesn’t teach you about running a law firm  [03:39]Kristen’s 4 pillars of building a law firm [06:13]Finance and marketing, the two key things you need to put in order [08:07]Setting up for success and doubling down the line [10:36]Points on hiring the right people [13:40]Kristen’s journey and the lessons learned [16:54]Cutting the bait on people that don’t work out [21:20]Skills transfer process in your firm [24:28]Drafting your firm's own manuals [27:34]Kristen on selling her first law firm and building a new one [31:11]About Kristen:Kristen David, a former trial lawyer and partner who went from working 85 hours a week and taking home way too little money in her law firm, built it up to a million-dollar-plus business, then sold her shares and pivoted into a business coach guru. Kristen is the owner of Upleveling your Business, a company that helps busy business owners build systems by implementing policies and procedures the Fast Track Way.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)Great by Choice book by Jim Collins (https://www.amazon.com/Great-Choice-Uncertainty-Luck-Why-Despite/dp/0062120999)In my first-ever sales job, my sales manager used to tell me, “Never use the word cost.” Instead he told me to always say “investment.” Cost essentially became a dirty word. I didn’t think too much into it at the time - it seemed like a small distinction. All I knew is that it seemed to work in my sales calls.But looking back, it had more to do with my success in business than I ever imaginedMany law firms try and fail to get their first ROI on marketing. Unfortunately, many firms view marketing with a cost mentality. And these are the ones that don’t see a return. I see this failure as less of a coincidence and more of cause and effect relationship.In today’s episode, we explore how your choice of words can have a big impact on your mindset. And when it comes to achieving ROI, your mindset is everything...In this week’s podcast, Jan Roos, founder of Casefuel, argues that treating your marketing dollars as a cost — and not an investment — sets your firm up for failure. Jan breaks down these two mindsets and highlights the importance of adopting the right one for increased ROI.We’ll be talking about:Unpacking and defining cost and investment  [01:32]Your success depends on how you judge cost between investment [2:59]Treating investment as a cost sets you up to lose [05:43]The weird metaphor of “The Battle of Stalingrad” [06:04]The casualties of running an under resourced firm [07:14]  The cost mindset vs. investment mindset in marketing investment [07:32]A closer look at the cost approach [08:16]A closer look at the investment approach [09:16]Your ROI in marketing [12:00]Looking at a past investment as a cost is rare [12:09]The postulate of not investing in things that are unproven [13:18]You’re not gonna move forward if you’re waiting for an irrefutable proof [13:41]How lose as little as possible to find out the wins [14:24]You always get to choose what success is defined as [15:32]About Our Jan:Jan Roos is the CEO of CaseFuel agency, helping law firms generate revenue through pay per click advertising. He is a legal marketing expert and is the author of the bestselling book, “Legal Marketing Fastlane.” It talks about PPC lead generation, a technique used to generate client leads for big and small practicesIf you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.

Resource Links:CaseFuel Website (http://casefuel.com/)Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)AdvocateSEO Website (https://advocateseo.com/)Check out Chris’ SEO training course material (https://sales.advocateseo.com/casefuel)SEO has changed a lot in the last few years.As a search engine, Google is smarter and more advanced now than ever before. Which means the same old tactics that used to work for SEO won’t work anymore. You’ve probably heard that getting on the first page of Google results is possible.But of course, it takes some work. And consistency.And… magic?It all seems so complicated. At least that’s what some ‘SEO pros’ will tell you…But with the right strategy, SEO can still be an effective (and relatively straightforward) tactic for law firms.In this week’s podcast, Chris Walker of AdvocateSEO, who brings over 17 years of SEO experience to the table, breaks down what you need to know about SEO. We delve into how to create a successful SEO strategy in 2020 and beyond. In the podcast, Chris reminds us that the end goal of any firm’s SEO practices should be on par with Google’s goals.While listening, you’ll learn:What Google’s most important ranking factors are (and how to use them to get noticed)Why you need to be an authority in your niche The best SEO tools for content creation Today’s podcast is packed with value that will help you grow your firm, so tune in now!We’ll be talking about:What’s new in the Google algorithm [02:18]Ranking topic-relevant websites [04:49]Focus on authority than keyword density [07:34]Google aims for good user experience [14:33]The local and international approach [16:41]Presence and effects of Google My Business [19:00]Shifts of SEO in the legal business [22:10]Invest for the right tools for content creation [24:14]Audience engagement using alternative media [26:06]Value content matches with research-driven clients [28:23]AdvocateSEO’s SEO training course [30:20]About Our Guest:Chris Walker is hailed as the number 1 executive to follow in the law firm SEO space. With his 17-years worth of expertise in the SEO business, Chris has seen small and big-time clients gain more profit through organic search traffic. Together with his company, AdvocateSEO, they provide services, such as search engine optimization,  lead generation, and social media marketing among many others.If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Hosted on Acast. See acast.com/privacy for more information.