Elder Law Growth Podcast

In this episode, Richard Zach, CEO of Eternal Me, joins Jason on the podcast to discuss a growing challenge many estate planning attorneys are overlooking: digital assets and digital legacy planning.

He shares how technology is changing the way families organize, protect, and pass on important information, while also exploring how modern intake systems can create a better client experience.

Richard explains why digital planning is becoming an essential part of a complete estate plan and how attorneys can use these tools to strengthen client relationships, improve efficiency, and uncover new opportunities for firm growth.

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👉 Learn More about Eternal Me: www.eternal.me

📬 Reach out to Richard: [email protected]

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠.

Thinking about pausing your law firm marketing for the summer?

In this episode, Nicole explains why disappearing during slower seasons can quietly hurt your firm’s growth, and what smart firms do instead to stay visible, build trust, and keep leads flowing all summer long.

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠⁠https://bambiz.net⁠⁠⁠.

In this new season of the Elder Law Growth Podcast, the Bambiz team pulls back the curtain and shares what they see every day, from broken tracking and weak intake to the small fixes that can make a huge impact.

This new season is all about getting into the day-to-day of law firm marketing.

If your marketing isn’t working, this is where to start.

**Bambiz FREE RESOURCES**

🔥 [FREE BOOK] "Unstoppable Growth: Marketing Mastery for Estate Planning & Elder Law": ⁠⁠https://go.bambiz.net/free-book-offer⁠⁠

Get the latest marketing tips in our weekly newsletter:

⁠⁠https://bambiz.net/newsletter/⁠⁠

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠https://bambiz.net⁠⁠.

In this episode of the ELG podcast, Tom Krause from Krause Financial shares how elder law attorneys can build a sustainable Medicaid crisis planning pipeline, simplify client conversations, and prepare for policy changes ahead.

If you want to grow your elder law practice in 2026, this is a must-listen!

👉 Learn more at: https://krausefinancial.com/

What actually makes a law firm successful long-term?

In this episode, business development coach, podcast host, and author Steve Fretzin shares how top firms grow without sounding salesy, wasting time, or relying only on referrals.

Learn how mindset, systems, and intentional follow-up change everything.

Learn More about Be The Lawyer & Steve Here:

💼 https://bethatlawyer.com/

👉 https://www.linkedin.com/in/stevefretzin/

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Former estate planning attorney and Legacy System founder Bonnie Faucett shares how firms can grow without burnout by building repeatable systems, embracing tech, and delegating.

She explains why “80% done is 100% awesome,” urges attorneys to fix the most painful bottleneck first, and outlines a simple stack for client collaboration, automation, and drafting.

The payoff is real freedom. More clients, fewer fires, and the ability to step away without a pay cut.

👉 Learn more about Bonnie’s programs, software, and resources at legacysystem.com.

**BAMBIZ RESOURCES**

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Certified Elder Law Attorney and former geriatric social worker Julie Steinbacher (president of The Million Dollar Solution) shares how authentic collaboration —not quick visits—with nursing homes and care facilities can transform your referral network.

By understanding their challenges and working together on real solutions, attorneys can build trust and consistent referral pipelines.

Julie stresses focusing on the few facilities that share your values, following up regularly, and tracking referrals—because one referral often leads to many more.

Her approach helped her grow a seven-office firm, proving that authentic relationships and steady communication can fuel lasting growth.

Learn More about Julie & Million Dollar Solution here:

💰 Million Dollar Solution: https://www.themilliondollarsolution.com/

🧠 Dementia Focused Practice: https://dementiafocusedpractice.com/

💼 Julie & Her Practice: https://www.paeldercounsel.com/

**BAMBIZ RESOURCES**

📚 "Future Focused Growth: Unlocking Estate Planning and Elder Law Success through Marketing, Client Relations, and Technology": ⁠⁠⁠⁠⁠⁠⁠https://a.co/d/3LbL8Gg⁠⁠⁠⁠⁠⁠⁠

📰 Get the latest marketing tips in our weekly newsletter:

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

🎙 In this episode of Elder Law Growth, we’re bringing you a session recording from the 2025 Estate Planning and Elder Law Marketing Summit. Jesse Mahle from Get Staffed Up shares how to build a high-performing team that actually helps your law firm grow.

Learn how to identify tasks to delegate, hire the right people, and empower your team to take ownership—so you can focus on the work that drives results. He also breaks down the Pareto Principle and shares tips for overcoming the fear of your first hire.

Whether you’re starting your team or scaling an existing one, this episode is packed with actionable strategies to boost productivity, client service, and firm growth.

Ready to build a team that ACTUALLY grows your practice?

📲 Learn More about Get Staffed Up: https://getstaffedup.com/bambiz/👉 Learn More about ⁠The Estate Planning and Elder Law Marketing Summit⁠**BAMBIZ RESOURCES** 📚 "Future Focused Growth: Unlocking Estate Planning and Elder Law Success through Marketing, Client Relations, and Technology": ⁠⁠⁠⁠⁠⁠⁠https://a.co/d/3LbL8Gg⁠⁠⁠⁠⁠⁠⁠📰 Get the latest marketing tips in our weekly newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net/newsletter/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠**Say Hi 👋 on Social**Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/bambizmarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/bambizmarketing⁠⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@bambizmarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.Check us out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In this episode, Irene de Jesus from Coastal Legacy Law shares her journey from healthcare to law and the transition from estate planning to elder law.

After her husband’s passing, Irene redefined her firm’s focus, using solid systems to overcome personal and business challenges.

Today, her firm is growing rapidly, and Irene advises other attorneys to consider adding elder law to their practices and differentiate their firms for long-term value.

💡 Learn More about Irene & Coastal Legacy Law at https://coastallegacylaw.com/

**BAMBIZ RESOURCES**

📚 "Future Focused Growth: Unlocking Estate Planning and Elder Law Success through Marketing, Client Relations, and Technology": ⁠⁠⁠⁠⁠⁠https://a.co/d/3LbL8Gg⁠⁠⁠⁠⁠⁠

📰 Get the latest marketing tips in our weekly newsletter:

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

🎙 In part two of the 2025 Estate Planning and Elder Law Marketing Summit, Jason Navarro and Geoff Hoatson of Family First Firm continue their discussion on Incorporating AI in Your Law Firm.

They explore how custom GPTs can streamline operations by turning SOPs and Loom videos into AI-powered resources for staff, improving workflow efficiency. 

AI can also enhance client intake, manage referrals, and simplify financial analysis, helping firms make faster decisions.

Geoff shares how AI tools like voiceovers and automated data analysis cut costs and optimize marketing. They also highlight the power of AI in creating tailored content for newsletters and blogs, saving firms time and effort.

If you're looking to boost efficiency and improve marketing with AI, this episode is a must-listen. 🎧

💻 Visit Family First Firm's⁠⁠ Website⁠⁠

📲 Connect with ⁠⁠Geoff on LinkedIn ⁠⁠

📲 Follow⁠⁠ Family First Firm on Facebook⁠⁠

👉 Learn More about ⁠The Estate Planning and Elder Law Marketing Summit⁠

**BAMBIZ RESOURCES**

📚 "Future Focused Growth: Unlocking Estate Planning and Elder Law Success through Marketing, Client Relations, and Technology": ⁠⁠⁠⁠⁠⁠⁠https://a.co/d/3LbL8Gg⁠⁠⁠⁠⁠⁠⁠

📰 Get the latest marketing tips in our weekly newsletter:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net/newsletter/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.

Check us out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.