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**

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

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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

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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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**Say Hi 👋 on Social**

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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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

**Say Hi 👋 on Social**

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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. Jason Navarro is joined on stage by Geoff Hoatson of Family First Firm for a deep dive into Incorporating AI In Your Law Firm.

Jason and Geoff cover practical ways firms can start using AI today — from improving intake processes with AI receptionists, to automating SOPs with custom GPTs, to using AI for marketing research, financial analysis, and client communication.

Geoff also shares real-world examples of how AI has helped his 60-person firm increase efficiency, improve client experience, and stay ahead of the curve (without replacing the human touch). Plus, they demo a live AI receptionist you can actually call and try.

If you’ve been wondering how AI fits into your law firm — this is the conversation you need to hear.

💻 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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

**Say Hi 👋 on Social**

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YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@bambizmarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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, Jim talks with Geoff Hoatson of Family First Firm about how personal experience led him to elder law, how he built a team rooted in clear core behaviors, and how he's using AI and strong leadership to scale.

Geoff shares what’s working in his marketing (hello, 700+ Google reviews), how he’s re-entering the workshop game, and why client experience is at the center of everything his firm does.

📕 Read the Power of Moments

📘 Read Unreasonable Hospitality

💻 Visit Family First Firm's Website

📲 Connect with Geoff on LinkedIn

📲 Follow Family First Firm on Facebook

**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**

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YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@bambizmarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠

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 post-Summit episode, Jim shares timely strategies to help you keep your firm’s momentum strong through summer and beyond.

This episode tackles a common issue many firms face after successful marketing: what to do next.

Jim dives into how to transform leads into consultations by empowering your team to follow up with energy, excitement, and clarity. He also walks through summer-specific strategies to avoid the seasonal slowdown.

From scheduling workshops and webinars in advance, to recording FAQ-style videos now to use during quieter months, he gives practical ideas that keep your pipeline full—even when the office is half-staffed.

Plus, he shares tips on creating or reviving lead magnets, refreshing your CRM automations, and batching social media content so your marketing never sleeps—even if you do.

If you want to finish 2025 strong, this episode is your roadmap.

**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**

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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 special episode of Elder Law Growth, we’re bringing you an exclusive recording from the 2024 Estate Planning & Elder Law Marketing Summit to get you ready for this year’s event.

In this session, Jim dives into how attorneys can stop wasting time and money on ineffective marketing, refine their lead generation strategies, and build a firm that runs smoothly and profitably.

He covers the power of paid advertising, the importance of an effective website and SEO, and how online reviews, social media, and YouTube can build credibility and attract the right clients.

Jim also breaks down how to leverage email marketing to stay top-of-mind with potential clients and how workshops, seminars, and webinars can generate consistent, high-quality leads.

The 2025 Estate Planning & Elder Law Marketing Summit is officially sold out, but you can join the waitlist at estateandelderlawsummit.com in case a spot opens up. Don’t miss out!

**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**

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YouTube: ⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@bambizmarketing⁠⁠⁠⁠⁠⁠⁠

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, Jim is joined by Wouter IJgosse, the founder of DecisionVault, to discuss one of the biggest time-wasters in estate planning and elder law firms—inefficient intake processes.

They explore how law firms can streamline client intake, eliminate administrative headaches, and create a better experience for both clients and staff.

👉 You can learn more about DecisionVault and even sign up for a 14-Day FREE Trial at ⁠decisionvault.com/demo⁠

Plus, an exciting announcement: Wouter will be a featured speaker at the Estate Planning and Elder Law Marketing Summit on March 6th and 7th in Orlando!

If you haven't grabbed your ticket yet, visit estateandelderlawsummit.com/register to sign up today!

**BAMBIZ RESOURCES**

🔥 [NEW BOOK] "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/bambizmarketing⁠⁠⁠⁠⁠⁠

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YouTube: ⁠⁠⁠⁠⁠⁠https://youtube.com/@bambizmarketing⁠⁠⁠⁠⁠⁠

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

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