🎙 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.

🎙 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**

Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/bambizmarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/bambizmarketing⁠⁠⁠⁠⁠⁠⁠

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**

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.

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**

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.

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

Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/bambizmarketing⁠⁠⁠

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.

Are you an attorney looking to not just survive, but thrive in today's ever-evolving legal landscape?

In this episode of the Elder Law Growth Podcast, Jim dives into the core elements that will set your firm up for long-term success.

We explore three key areas:

This episode is packed with practical advice you can implement immediately. Remember, building a future-proof practice is an ongoing journey, not a destination.

For a deeper dive, grab Future Focus Growth on Amazon.

**BAMBIZ RESOURCES**

🎟️ Snag your ticket for the 2025 Estate Planning & Elder Law Marketing Summit in Orlando, FL: https://estateandelderlawsummit.com/

🔥 [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

Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/bambizmarketing⁠⁠

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 The Elder Law Growth Podcast, host Jim Blake shares actionable marketing tips to help estate planning and elder law attorneys grow their firms without feeling overwhelmed.

From batching social media content to optimizing your website for SEO and AI, Jim provides practical steps to boost your online presence.

He also introduces a tool designed to simplify marketing for busy attorneys.

Whether you’re ready to DIY or need professional support, this episode will guide you toward building a thriving practice in 2025.

**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

Instagram: ⁠⁠⁠⁠https://www.instagram.com/bambizmarketing⁠

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.

Want to establish yourself as an expert in elder law or estate planning?

Discover how writing and publishing a book can elevate your authority, attract new clients, and boost your practice's visibility.

In this episode, Melanie Herschorn, a book marketing strategist, shares insights on the benefits of authoring a book, from content creation to distribution.

Learn how to use your book to generate leads, build relationships, and position yourself as a trusted advisor in your community.

Some Resources to Check Out:

👉 Website: ⁠yourbigimpactbook.com

**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/⁠⁠⁠

**Say Hi 👋 on Social**

Facebook: ⁠⁠⁠https://www.facebook.com/bambizmarketing⁠⁠⁠

Instagram: ⁠⁠⁠https://www.instagram.com/bambizmarketing

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.

Looking to build a thriving law firm and position it for a successful sale? 💰
In this 30-minute podcast episode, Jim sits down with Victoria Collier, founder and CEO of Quid Pro Quo and a seasoned legal professional with over 20 years of experience. 🙌🏼
Discover how to:

Some Resources to Check Out:

👉 Website: quidproquolaw.com

📲 Facebook Group: "The Art of Buying and Selling Law Firms" (private group)

🎙️ Podcast: "Smart Lawyers Position to Transition"

**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/⁠⁠

**Say Hi 👋 on Social**

Facebook: ⁠⁠https://www.facebook.com/bambizmarketing⁠⁠

Instagram: ⁠⁠https://www.instagram.com/bambizmarketing/⁠⁠

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.