Ten Golden Rules Growth Strategies for Law Firms Podcast

What if the thing you've spent years hiding is actually your greatest marketing advantage? Jay sits down with estate planning attorney Cecilia Amo, whose unlikely client acquisition strategy began not at legal conferences, but at Comic-Cons and anime conventions. Cecilia shares how embracing her lifelong passion for fandom culture helped her connect with clients faster, build trust more naturally, and create a thriving niche practice serving a community she already understood. Along the way, she discusses personal branding, finding the right audience for your firm, creating content that speaks your clients' language, and the lessons she learned transitioning from traditional legal practice to entrepreneurship. Whether you're building a law firm, developing a personal brand, or searching for a more meaningful way to market your services, this conversation offers a powerful reminder that the communities you already belong to may hold your biggest opportunities.

Key Topics

01:15 – Cecilia shares her journey from lifelong anime fan to attorney and explains why she initially hid her interests to be taken seriously in the legal profession.

05:46 – How embracing authenticity and integrating personal passions into professional branding transformed her confidence and business growth.

07:02 – Using pop culture references like Star Wars and Harry Potter to make estate planning more approachable and easier for potential clients to understand.

10:33 – A framework for niche marketing focused on who you serve rather than simply what legal services you provide.

15:33 – Lessons from exhibiting at Comic-Con and anime conventions, including how to attract attention and connect with a highly specific audience.

17:08 – Building trust faster by speaking the language of your community and creating deeper client relationships through shared interests.

19:46 – Reframing estate planning as writing your own after-credit scene and creating peace of mind through legacy planning.

21:53 – Advice for young lawyers on identifying overlooked communities that may become valuable and underserved markets.

22:41 – Practical branding guidance, including investing in professional creative support and developing content that resonates with a niche audience.

25:41 – Tune into The Golden Rapid Fire Questions.

Resources Mentioned

Technology

• ChatGPT (AI Platform) – https://chatgpt.com
• ClickUp (Project Management Software) – https://clickup.com
• ScreenZen (App Blocking Software) – https://www.screenzen.co
• Remarkable (Digital Writing Tablet) – https://remarkable.com
• Amazon Music (Music and Podcast Platform) – https://music.amazon.com

Books

• Your After Credit Scene: A Nerd's Guide to Wills, Trusts, and Legacy – Cecilia Amo – https://a.co/d/03Q6XIAX
• Nonviolent Communication: A Language of Life – Marshall B. Rosenberg – https://a.co/d/0cNYT4z9
• Buy Back Your Time – Dan Martell – https://a.co/d/0cNYT4z9
• Taking Flight – Merrick Rosenberg – https://a.co/d/02vjsVB7

Podcasts

• Motivation Daily – Motiversity – https://podcasts.apple.com/us/podcast/motivation-daily-by-motiversity/id1581058922

About our Guest:

M. Cecilia Amo is the Founder and Principal Attorney of AMO LAW Legacy Planning, where she helps individuals and families protect their loved ones, preserve their values, and build lasting legacies through comprehensive Life & Legacy Planning. With more than 20 years of legal experience, Cecilia takes a relationship-focused approach to estate planning, helping clients create personalized plans that reflect their goals, values, and unique family circumstances.

After passing the California Bar Exam in 2006, Cecilia worked as a trial attorney at a nationally respected civil rights law firm, representing families in catastrophic injury and wrongful death cases. Today, she is known for making estate planning approachable by using familiar pop culture references from Star Wars, Marvel, and Harry Potter to explain complex legal concepts, helping clients plan for the future with clarity, confidence, and purpose.

https://amo-law.com/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

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Video marketing is no longer optional for law firms. It is quickly becoming one of the most effective ways to build trust, authority, and client demand online.

Jay shares the stage with immigration attorney Julio Oyhanarte in this keynote presentation from TGR Live 2026, where Julio explains how he grew his firms from struggling startups into high-growth businesses by leveraging short-form video across TikTok, YouTube, Instagram, and Facebook. Julio shares the lessons learned from building an audience of millions, why teaching consistently outperforms pitching, and how lawyers can use simple video content to improve visibility, strengthen credibility, and attract qualified clients. From creating compelling hooks and increasing viewer retention to understanding search behavior and platform algorithms, this episode delivers practical frameworks for attorneys who want to generate attention, build trust at scale, and create a sustainable client acquisition engine through video.

Key Topics

02:31 – Julio explains why investing in mentors, education, and marketing expertise helped him discover the opportunity in TikTok before most lawyers took it seriously.

04:00 – The research process behind analyzing successful legal creators and identifying patterns that led to his first viral video.

05:09 – How a simple educational video generated hundreds of thousands of views and revealed the demand for accessible legal information online.

08:00 – Why TikTok, YouTube, Instagram, and Facebook increasingly function as search engines for legal consumers.

10:26 – How organic video content lowers advertising costs and improves conversion rates by creating trust before prospects contact a firm.

14:09 – The mistake of using institutional law firm branding instead of building a personal brand that audiences can connect with.

17:04 – Why teaching valuable information consistently outperforms direct selling and promotional content on social media.

23:22 – The hook formula built around curiosity, aspiration, and ethical fear to stop scrolling and improve video performance.

29:29 – Lessons from YouTube on retention, viewer satisfaction, avoiding clickbait, and designing content that encourages continued viewing.

39:05 – Julio and Jay discuss why done is better than perfect, along with practical guidance on short-form content, long-form content, live streaming, and digital products.

Resources Mentioned

Technology

• TikTok (Social Media Platform) – https://www.tiktok.com
• YouTube (Video Platform) – https://www.youtube.com
• Instagram (Social Media Platform) – https://www.instagram.com
• Facebook (Social Media Platform) – https://www.facebook.com
• Claude (AI Assistant) – https://claude.ai
• Gemini (AI Assistant) – https://gemini.google.com

About our Guest:

Julio Oyhanarte is an immigration attorney and digital educator who founded Immigration TV, the world’s largest immigration law education platform, reaching more than 15 million followers and generating over 2.3 billion views across major social media platforms.

He is known for combining immigration law with digital media to make complex policies accessible through short-form educational content, helping immigrants worldwide better understand their rights and options. His work has been widely adopted by other attorneys and featured by outlets including CNN, Univision, and Telemundo.

Julio holds advanced degrees from UCLA School of Law, King’s College London, and Universidad Austral, and has contributed to thought leadership initiatives at Harvard and MIT. His impact has been recognized through numerous global awards across legal, technology, and digital media industries.

https://nextlevellawyer.com/

https://www.linkedin.com/in/oyhanarte/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

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If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

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Direct mail is not dead. It is becoming one of the smartest relationship-building tools in legal marketing. Jay sits down with Jurassic Marketing founder and President Justin Miller to unpack why tangible marketing still drives referrals, authority, and long-term client relationships in a digital-first world. Justin shares how newsletters, referral campaigns, magazines, and relationship marketing outperform flashy tactics when done consistently and strategically. From building referral engines for law firms to lessons learned from direct response legend Dan Kennedy, this episode delivers practical frameworks for lawyers who want predictable growth, stronger referral pipelines, and marketing that actually compounds over time.

Key Topics

03:33 The origin story behind the Jurassic Marketing brand

07:01 Justin’s entrepreneurial journey from DJ business to direct mail

08:40 How print newsletters created referrals in the wedding industry

10:43 Why direct mail stands out more today than ever

12:03 The return of catalogs and why companies like Target and Amazon use them

17:29 The psychology behind personal direct mail letters

18:49 Why monthly newsletters outperform sporadic campaigns

20:52 The types of personal stories that work in newsletters

22:20 Calculating ROI and cost per acquisition from newsletters

25:40 Referral generation campaigns targeting other attorneys

27:56 Using magazines and authority pieces in legal marketing

33:32 Lessons learned from direct response legend Dan Kennedy

38:01 Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• EOS Worldwide – Entrepreneurial Operating System for business management and accountability – https://www.eosworldwide.com/
• 90.io – EOS-based project management and team communication platform – https://www.90.io/
• Oura Ring – Sleep, readiness, and health tracking wearable – https://ouraring.com/

Books

• Traction – Gino Wickman – https://www.amazon.com/dp/1936661837
• Get a Grip – Gino Wickman & Mike Paton – https://a.co/d/00nqK2zm
• Rocket Fuel – Gino Wickman & Mark Winters – https://a.co/d/05YB2HSY
• Come Up for Air – Nick Sonnenberg – https://a.co/d/0a6QW4U7

Podcasts

• The Ramsey Show – Dave Ramsey – https://podcasts.apple.com/us/podcast/the-ramsey-show/id77001367
• The Sales Managment. Simplified. – Mike Weinberg – https://podcasts.apple.com/us/podcast/the-sales-management-simplified-podcast-with/id1538657842

About our Guest:

Justin Miller is the founder of Jurassic Marketing, a direct response agency specializing in referral-driven direct mail campaigns for professional service businesses, including law firms, medical practices, and financial professionals. A lifelong entrepreneur, he began his career in the entertainment industry as a wedding DJ and live event producer before transitioning into marketing and direct mail strategy. Influenced by direct response legends like Dan Kennedy, he built Jurassic Marketing around measurable ROI, relationship-based marketing, and tangible offline campaigns that generate referrals and long-term client retention.

https://www.jurassicmarketing.com/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

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If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

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At the 2026 TGR Live! Law Firm Growth Strategies Conference, Jay Berkowitz opened the event with a high-energy keynote focused on the future of law firm growth, the rise of AI, and the mindset required to stay ahead in a rapidly changing legal marketplace. Drawing from decades of experience in digital marketing and legal industry leadership, Jay challenged attendees to think bigger about branding, video, intake, operations, and Answer Engine Optimization while embracing the opportunities AI is creating for firms willing to adapt early. More than a marketing presentation, this opening speech set the tone for the entire conference: collaborative, action-oriented, and built around helping law firm leaders execute at a higher level.

Key Topics

02:20 Why law firms that invest in conferences, learning, and networking consistently outperform competitors

03:16 The mission behind TGR Live! and how attendees can maximize the next two days

04:29 Building a conference experience around energy, engagement, and “edutainment”

05:16 Practical networking strategies for attorneys, vendors, and referral partners

07:29 Why execution after a conference matters more than simply consuming information

09:16 How TGR ambassadors help attendees build relationships and solve growth challenges

10:47 Preview of the speakers, workshops, networking events, and power tables at TGR Live! 2026

15:26 From Coca-Cola and McDonald’s to building Ten Golden Rules into a leading legal marketing agency

17:22 The evolution of AI and why this moment represents a major shift for law firms

21:16 How AI is transforming legal research, coding, productivity, and associate-level work

23:16 AI SEO and Answer Engine Optimization strategies law firms need right now

25:36 Why videos, FAQs, Reddit, Quora, and authority-building matter in AI search results

31:14 The biggest growth opportunities in branding, video marketing, intake optimization, and operations

40:57 Four practical AI frameworks and tools attorneys can implement immediately

Resources Mentioned

Technology

• ChatGPT – OpenAI – AI chatbot and legal marketing research assistant – https://chatgpt.com
• Google Gemini – Google – AI assistant and image generation platform – https://gemini.google.com
• Lovable.dev – AI-powered website development platform – https://lovable.dev
• OpenClaw – AI agent automation and workflow platform – https://github.com/openclaw/openclaw
• Case Status – Legal client communication and case management platform – https://www.casestatus.com
• YouTube – Google – Video publishing and search platform – https://www.youtube.com
• Reddit – Community-based answer and discussion platform – https://www.reddit.com
• Quora – Question-and-answer expertise platform – https://www.quora.com
• EOS Worldwide – Entrepreneurial Operating System framework – https://www.eosworldwide.com

Books

• The AI-Driven Leader – Jeff Woods – https://a.co/d/02vJYzfI
• Traction – Gino Wickman – https://www.amazon.com/dp/1936661837
• Get A Grip – Gino Wickman and Mike Paton – https://a.co/d/0evemdGA

Other Sources

• TGR Hot Trends Guide – 2026 legal marketing trends handbook – https://www.tengoldenrules.com/hottrends
• Inc. 5000 – Ranking of America’s fastest-growing private companies – https://www.inc.com/inc5000
• Great Legal Marketing – Legal marketing education platform – https://greatlegalmarketing.com

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

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Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

What happens when a premium domain name becomes a full-scale legal growth engine? Jay has the pleasure to sit down with Lawyer.com CEO Colleen Joyce who shares the evolution of Lawyer.com from a simple directory into a national lead generation platform, intake call center, and legal industry growth ecosystem. Colleen breaks down how consumer behavior, intake responsiveness, AI agents, SEO, and operational systems are reshaping the legal industry in real time. From building AI-powered workflows to launching the Lawyer Growth Summit, this conversation is packed with practical insights for firms that want to compete smarter, move faster, and grow with intention.

Key Topics

01:41 Introduction to the evolution of Lawyer.com and the legal growth ecosystem

02:59 Colleen Joyce’s journey from domain businesses to CEO of Lawyer.com

04:11 The origin story behind World.com and premium internet domains

07:38 How Lawyer.com evolved from a directory into a legal matching platform

09:04 Why lawyers should list their firms everywhere online

09:56 The importance of call tracking and ROI measurement for law firms

11:52 How Lawyer.com’s lead generation system works for attorneys

14:11 Why intake responsiveness determines who wins the client

15:07 Secret shopping law firms and the shocking intake failure rate

16:25 The origin story behind Lawyer.com’s intake call center

17:56 Launching the Lawyer Growth Summit and building thought leadership

19:26 ABS vs. MSOs and the changing structure of law firms

22:01 Tim Stanley, SEO, AI, and the future of search for lawyers

27:06 How Lawyer.com uses AI agents and “Claw Day” innovation sessions

31:16 Vibe coding, Lovable.dev, and AI-powered website creation

33:18 Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• Lawyer.com - Legal directory, legal lead generation, and intake platform - https://www.lawyer.com
• CallRail - Call tracking and marketing attribution platform - https://www.callrail.com
• Lovable.dev - AI-powered website and app builder for vibe coding - https://lovable.dev
• ChatGPT - AI assistant and workflow automation tool - https://chatgpt.com
• Claude - AI assistant for agents, workflows, and productivity - https://claude.ai
• Google Workspace - Productivity suite including Gmail, Calendar, Docs, and Meet - https://workspace.google.com
• EOS Worldwide - Entrepreneurial Operating System business framework - https://www.eosworldwide.com

Books

• Traction - - Gino Wickman - https://www.amazon.com/dp/1936661837
• Rocket Fuel - - Gino Wickman & Mark C. Winters - https://www.amazon.com/dp/1942952317
• Get a Grip - Gino Wickman & Mike Paton - https://a.co/d/0c7v7lJ9

Podcasts / Media

• The Toast - Claudia & Jackie Oshry - https://podcasts.apple.com/ca/podcast/the-toast/id1368081567
• TLDR AI - AI news, tools, and industry updates newsletter - https://tldr.tech/ai

About our Guest:

Colleen Joyce is the CEO of Lawyer.com, a leading online legal marketplace that connects consumers with attorneys across all practice areas. She is a growth strategist and legal marketing innovator known for transforming Lawyer.com into an eight-figure platform serving thousands of lawyers and tens of thousands of consumers each month.

Under her leadership, Lawyer.com has expanded beyond a directory into a full ecosystem, including AI-powered intake solutions and nationwide marketing services that help law firms grow more efficiently.

Joyce began her career in media as Director of Marketing and Publicity at PopStar.com, where she developed expertise in branding, audience growth, and content strategy—skills she later applied to scaling Lawyer.com from the ground up.

A recognized voice in legal marketing and technology, she is also the founder of the Lawyer Growth Summit and a frequent speaker, mentor, and podcast guest, focused on helping law firms innovate, scale, and improve client acquisition.

Her work centers on one core mission: making legal services more accessible for consumers while equipping lawyers with the tools, systems, and insights needed to grow in a rapidly evolving, AI-driven industry.

https://www.lawyer.com

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

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Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

The power of mastermind groups has shaped some of the world’s greatest business leaders, and in this episode, Jay Berkowitz, CEO of Ten Golden Rules, and Christopher Keller, Attorney and Law Firm Business Coach, introduce their joint ventre, Law Firm Growth Mastermind, for ambitious law firm owners.

Drawing from their own experiences scaling businesses, increasing profitability, implementing AI, and building elite peer networks, Jay and Christopher reveal how mastermind groups create accountability, sharpen leadership, improve decision-making, and help firms avoid costly mistakes. Christopher shares lessons from growing an 80-person PI firm, while Jay explains how masterminds helped scale Ten Golden Rules into an Inc. 5000 agency. If you want to grow faster, avoid costly mistakes, and surround yourself with ambitious leaders who push you higher, this episode is your call to join the mastermind group that is right for you.

Interested in joining the Law Firm Growth Mastermind with Jay and Christopher, visit https://lawfirmgrowthmastermind.com/ to learn more and apply.

Key Topics

01:42 The episode opens with the history of mastermind groups and how the concept became one of the foundational principles behind entrepreneurial success and innovation.

02:57 A look at how legendary business leaders like Andrew Carnegie, Henry Ford, Thomas Edison, and Harvey Firestone used collaborative peer groups to generate ideas, solve problems, and build iconic companies.

03:58 The conversation explores how stepping away from daily business pressures can create clarity, spark creativity, and lead to better strategic thinking.

04:55 Introduction to the new Law Firm Growth Mastermind and why modern law firm owners need stronger peer accountability, strategic guidance, and collaboration.

06:04 Lessons from long-running CEO mastermind groups and how peer feedback can completely change the way business owners approach leadership and growth challenges.

06:51 A discussion about a pivotal hiring decision that reshaped an entire business and demonstrates how mastermind advice can unlock growth opportunities.

08:29 The hosts explain the “hot seat” mastermind format and why focused peer problem-solving helps owners tackle operational and leadership issues more effectively.

09:08 The story behind creating a more intimate, engaging, and relationship-driven conference experience through collaborative brainstorming and mastermind feedback.

11:05 Why financial transparency inside mastermind groups creates stronger decision-making, better benchmarking, and healthier businesses.

13:54 Insights from scaling a personal injury law firm from a small operation into a multi-state firm with more than 80 employees.

15:05 How mastermind groups dramatically accelerate learning by allowing business owners to implement proven strategies instead of learning everything through trial and error.

15:57 The risks of operating in isolation and how mastermind groups expose blind spots before they become expensive business mistakes.

18:04 Why execution is often the biggest challenge for business owners and how accountability systems help turn ideas into measurable progress.

19:12 What separates a strong mastermind room from a weak one, including the importance of trust, openness, and willingness to share real numbers and real challenges.

20:42 Creative marketing and advertising ideas that came directly from mastermind collaboration and helped firms gain market share more efficiently.

21:33 The growing role of virtual labor, AI tools, and operational systems in helping law firms scale while controlling overhead and improving profitability.

22:47 How coaching and mastermind accountability improve leadership discipline, decision-making, and long-term business growth.

24:53 A discussion about implementing AI tools and agents ahead of competitors and how peer collaboration creates a major competitive advantage.

26:42 Why mastermind groups function like a virtual board of directors by bringing together experts in operations, finance, marketing, leadership, and strategy.

32:25 The importance of tracking the right business metrics and how understanding operational data can dramatically improve profitability and efficiency.

37:00 How the Profit First methodology helped reshape financial management and improve business performance during periods of rapid growth.

41:24 Practical strategies for filtering and prioritizing ideas so firms can execute effectively without overwhelming their teams.

43:56 How improving intake systems, customer experience, and case management processes can significantly increase revenue and operational efficiency.

49:28 A deeper conversation about leadership, personal growth, discipline, and why improving mental, physical, emotional, spiritual, and financial health impacts business success.

Resources Mentioned

Technology

• ClickUp – Project Management Platform – https://clickup.com
• Google – Google Business & Ads Ecosystem – https://google.com
• EOS Worldwide – EOS Operating System – https://www.eosworldwide.com

Books

• Think and Grow Rich – Napoleon Hill – https://www.amazon.com/dp/1585424331
• Profit First – Mike Michalowicz – https://www.amazon.com/dp/073521414X

About our Guest:

Christopher Keller is a law firm leader, advisor, and speaker focused on helping attorneys improve performance across operations, leadership, and growth strategy. As a former law firm owner, he built and scaled a successful personal injury practice, developing systems that support consistent case flow, operational discipline, and team accountability.

Today, Christopher works with law firm owners on aligning marketing, intake, and internal operations to improve profitability and long-term sustainability. His perspective is grounded in real experience—what it takes to run, grow, and lead a firm in a competitive market.

He is known for his practical approach to leadership and his focus on building systems that allow firms to scale without losing control or culture.

https://callchriskeller.com/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

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Recorded live at TGR Live! Growth Strategies for Law Firms Event, March 16, 2026, this high-energy podcast brings together leading legal tech innovators to answer one question: what is actually hot in technology right now for law firms? Featuring the recording of a live podcast event with an all-star panel: Host - Jay Berkowitz - www.TenGoldenRules.com, Joe Carfaro from legal Ai company www.evenup.com, CASE STATUS CEO Andy Seavers. Nataliya Blidy from SMART ADVOCATE, EVE LEGAL’s Kyle Rios-Merwin and form FILEVINE- Ryan Sallee and business and AI expert from FASTER OUTCOMES, Mr. Tim Sawyer. From agentic AI and autonomous workflows to client intelligence platforms and AI-native firms, each speaker cuts through the noise to reveal where real transformation is happening today—and where it’s going next. This is not theory. It’s a front-row seat to the tools, strategies, and mindset shifts redefining how modern law firms operate, scale, and deliver better outcomes. The takeaway is clear: firms that move from passive tech adoption to proactive, AI-driven systems will lead the next era of legal growth.

Key Topics

01:20 Introduction to TGR Live! 2026 panel and format

A live podcast experience kicks off from TGR Live! 2026, setting the stage for rapid-fire insights from leading legal tech innovators on what is truly driving change right now.

02:24 Joe Carfaro – Agentic AI and proactive automation workflows

Joe introduces the shift from reactive systems to proactive, agent-driven workflows, using the analogy of autonomous driving to explain how AI can execute tasks, make decisions, and remove manual bottlenecks across legal operations.

05:43 Andy Seavers – Client experience, AI ethics, and communication intelligence

Andy challenges the industry to rethink AI from the client’s perspective, emphasizing that better communication, human-centered care, and intelligent data use—not just automation—will define the firms that win.

11:16 Nataliya Blidy – Case management systems, integrations, and AI features

Nataliya breaks down what truly matters in a modern case management platform, highlighting the importance of effective use of features, integrated systems, and embedded AI tools that actually improve efficiency.

15:43 Kyle Rios-Merwin – How to become an AI-native law firm in 90 days

Kyle delivers a practical roadmap for transforming a firm into AI-native, focusing on defining purpose, setting guardrails, building internal champions, and systematically automating high-friction workflows.

21:59 Ryan Sallee – Consolidation of tools and AI operating systems

Ryan explains the hidden cost of fragmented tech stacks and introduces the concept of a unified AI operating system that centralizes data, reduces switching, and enables true workflow efficiency.

25:40 Tim Sawyer – Outcome-driven AI and agentic playbooks

Tim reframes AI around outcomes, not features, showing how structured playbooks and agentic systems can drive consistent, higher-value case results and create competitive advantage through operational excellence.

31:16 Q&A

The panel opens up to audience questions, exploring the next wave of AI advancements, the rise of agent-based systems, and how firms can bridge the gap between technology capabilities and real-world adoption.

Resources Mentioned

Technology

• Case Status – https://www.casestatus.com
• SmartAdvocate – https://www.smartadvocate.com
• Eve Legal – https://www.eve.legal
• Filevine – https://www.filevine.com
• Faster Outcomes – https://www.fasteroutcomes.com

About our Panel:

Andy Seavers — Case Status

Andy Seavers is the CEO of Case Status, a client engagement platform designed to improve communication between law firms and their clients. With a focus on transparency and efficiency, Andy works closely with firms to enhance client experience, reduce inbound calls, and strengthen relationships through consistent, real-time updates. His work centers on helping law firms build more responsive and client-focused operations.

Joe Carfaro — EvenUp

Joe Carfaro is a leader at EvenUp, a legal technology company focused on improving case valuation and settlement outcomes for personal injury law firms. Through the use of data and Artificial Intelligence (Ai), Joe helps firms streamline the demand process and make more informed decisions. His work supports attorneys in building stronger cases with greater consistency and efficiency.

Kyle Rios-Merwin — Eve Legal

Kyle Rios-Merwin is a co-founder of Eve Legal, a platform focused on automating and improving intake for law firms. He works with firms to implement Ai-driven solutions that ensure leads are captured, responded to, and qualified efficiently. Kyle’s focus is on helping firms reduce missed opportunities and create more consistent intake processes.

Nataliya Blidy — SmartAdvocate

Nataliya Blidy is a representative of SmartAdvocate, a case management system built specifically for personal injury law firms. She works with firms to improve workflow, organization, and data visibility across their operations. Her focus is on helping attorneys and teams manage cases more efficiently while maintaining strong client communication and operational control.

Ryan Sallee — Filevine

Ryan Sallee is a leader at Filevine, a legal case management platform designed to streamline operations, improve collaboration, and support law firm growth. He works with firms to implement systems that centralize data, automate workflows, and improve overall efficiency. Ryan’s expertise lies in helping firms scale through better use of technology and structured processes.

Tim Sawyer — Faster Outcomes

Tim Sawyer is the founder of Faster Outcomes, a platform focused on helping personal injury law firms improve case value through data-driven medical analysis. His work centers on identifying overlooked opportunities within medical records and supporting attorneys in building stronger, more complete cases. Tim helps firms increase efficiency and outcomes through better use of information.

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

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Case-level financing for law firms gives firms the funding to bring the right cases to trail and to invest in business operations and marketing while waiting for case conclusion. In this conversation, Ten Golden Rules Founder and CEO Jay Berkowitz sits down with Dr. Howie Golden to break down the real economics of personal injury law, exposing how growth, marketing success, and even tort reform can intensify financial strain. By rethinking how cases are funded and introducing non-recourse, case-level financing, Howie reveals a smarter way to unlock capital, scale operations, and compete more effectively. Because the real advantage in today’s legal market is not just getting more cases, it is having the financial strategy to sustain and win them.

Key Topics

03:24 – From doctor to CEO: how an unconventional path led to disrupting the legal financing industry

04:55 – Legal financing 101: breaking down the difference between funding clients versus funding law firms and where each fits

08:11 – Challenging the status quo: introducing a capped model in an unregulated financing space and the resistance that followed

09:06 – Non-recourse financing explained and why eliminating downside risk fundamentally changes how firms approach case investment

09:38 – Why capital is the real competitive advantage in litigation, especially when smaller firms face well-funded insurance companies

11:16 – The math behind contingency law: why signing more cases does not immediately translate into financial stability

12:37 – The hidden downside of growth: how successful marketing campaigns can actually increase financial pressure on law firms

14:40 – “Dead money” inside cases: how firms unknowingly lock up hundreds of thousands or millions in capital for years

16:32 – The reimbursement model: unlocking capital already invested in cases and turning it back into usable cash flow

19:48 – Real-world case study: a top attorney facing a cash crisis despite success, and how rapid financing changed the trajectory

22:39 – The bigger shift: why law firms must rethink traditional financing habits or risk being constrained as cases take longer to resolve

23:53 - Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• Salesforce (CRM) – Salesforce – https://www.salesforce.com
• Calendly (scheduling software) – Calendly – https://calendly.com

About our Guest:

Dr. Howie Golden is the Chief Executive Officer of Capital Financing, a company that provides pre-settlement funding solutions for plaintiffs involved in personal injury cases. With a background as a physician, Dr. Golden brings a unique perspective to the legal finance industry, combining medical insight with financial expertise to better serve individuals navigating the challenges of injury and litigation.

During his medical career, he gained firsthand experience with the physical, emotional, and financial difficulties faced by injured patients, particularly those unable to work while awaiting legal settlements. This experience inspired his transition into financial services, where he focuses on helping bridge the gap between injury and financial stability.

Under his leadership, Capital Financing has built a reputation for transparency, ethical practices, and client-focused service. The company assists clients with covering medical expenses and daily living costs during lengthy legal processes, offering clear and straightforward funding options.

Dr. Golden is also an advocate for greater transparency in the legal funding industry, promoting responsible lending and informed decision-making. Through his work, he continues to support plaintiffs and law firms with practical financial solutions while improving trust and accessibility within the legal finance space.

https://injuryfinancing.com

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

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Do you have some feedback or questions about this episode? Leave a comment in the section below!

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What if the most powerful marketing move for your law firm isn’t another campaign, but a book?

Jay sits down with Steve Gordon to unpack how authorship transforms professionals into authorities, accelerates trust, and creates a long-term client acquisition engine. Jay connects the strategy to his own journey building Ten Golden Rules, showing how thought leadership and publishing opened doors, drove referrals, and positioned him as the go-to expert in legal marketing. Steve builds on that foundation, revealing how a single book can generate global reach, pre-sell services, and even produce ROI before it’s published. Together, they explore the shift from the “processing layer” to the “authority layer” in an AI-driven world, making a compelling case that your ideas, when packaged correctly, become your most valuable asset. This episode is a clear, energizing reminder: the path to standing out isn’t louder marketing, it’s deeper authority.

Key Topics

02:36 – The hidden gap in professional education: why expertise alone doesn’t build a business

03:40 – The moment marketing becomes survival, not optional

04:15 – How publishing a first book can completely transform business trajectory and opportunity

05:07 – The strategy behind getting a book into thousands of hands in a single week

06:28 – Breaking out of a local market and attracting clients globally through authority positioning

07:20 – Why books outperform social media and newsletters as a durable marketing asset

10:19 – The fundamental difference between marketing products and marketing professional services

11:40 – The trust gap in legal services and why most marketing fails to bridge it

12:15 – Why packaging your thinking is more powerful than promoting your services

12:55 – The real reason people don’t read and what actually captures attention

14:15 – The four levels of authority that come from writing a book, even if prospects never read it

16:38 – The biggest mistake professionals make: waiting years with a book “in their head”

17:36 – Inside the IP extraction process that turns scattered expertise into a structured, marketable framework

19:58 – How some professionals generate ROI and new business before their book is even published

20:49 – The shift from the “processing layer” to the “authority layer” and why AI is accelerating it

22:17 – The “author effect” and how perception instantly elevates once a book exists

23:36 – Why simply writing a book positions you as a leader in the minds of most people

24:20 – The truth about bestseller lists and why strategic positioning matters more than prestige

25:34 – The four audiences that drive the highest ROI when launching a book

26:15 – How to re-engage cold prospects, activate referrals, and revive past client relationships

27:25 – Unlocking speaking, media, and partnership opportunities through authorship

30:15 – Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• Manus AI – AI assistant platform – https://manus.ai

Books

• Think and Grow Rich – Napoleon Hill – https://www.amazon.com/dp/1585424331

Podcasts

• All-In Podcast – Various Hosts – https://podcasts.apple.com/ca/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393
• This Week in Startups – Jason Calacanis – https://podcasts.apple.com/ca/podcast/this-week-in-startups/id315114957

About our Guest:

Steve Gordon is the founder of the Million Dollar Author program and a five-time author who helps business owners turn their expertise into bestselling books that drive authority, visibility, and new business opportunities.

A keynote speaker and marketing strategist, Steve built his own consulting business through the power of a single book—demonstrating how the right message and positioning can attract high-value clients and open doors to speaking, media, and partnerships.

Through his work with entrepreneurs, consultants, and professional service firms, Steve shows how a well-crafted book can become a powerful growth engine—establishing credibility, generating leads, and creating long-term influence in competitive markets.

https://milliondollarauthor.io/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

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Jay talks with Kelley Brubaker, CFO and founder of Profit Scale Thrive, about why many law firms grow revenue but still struggle to build real profit. Kelley shares her journey into accounting and business ownership, then breaks down the financial blind spots she consistently sees holding firms back.

The conversation centers on five common profit leaks: failing to capture billable client costs, weak collections systems, forgotten subscriptions, unproven marketing spend, and lack of tax planning. Each issue may seem small, but together they quietly drain cash and limit growth.

Jay and Kelley keep the focus practical, showing how simple systems and better habits can immediately improve cash flow. The core message is clear. Profit is not just about earning more. It is about keeping more, and building a business that truly supports your goals.

Key Topics

00:59 – Introduction to Kelley Brubaker and her journey into accounting

01:31 – How a red Porsche shaped her career path

02:59 – Lessons from Big Four and transitioning to entrepreneurship

05:07 – Why business ownership is harder than expected

05:59 – The power of continuous learning and masterminds

07:59 – Success leaves clues: patterns among top performers

08:59 – Introduction to profit leaks and the “dripping faucet” analogy

10:59 – Why revenue goals can mislead business owners

11:40 – Profit Leak #1: Failing to capture client costs

12:20 – Profit Leak #2: Weak or nonexistent collections systems

15:13 – Profit Leak #3: Forgotten subscriptions draining cash

19:07 – Profit Leak #4: Unproven marketing spend

22:03 – Profit Leak #5: Lack of tax planning

25:32 – The importance of focusing on net profit

26:44 – Simple weekly habit to fix financial blind spots

27:43 – Tune into The Golden Rapid Fire Questions

Resources Mentioned

Technology

• ClickUp (task management software) – ClickUp – https://clickup.com

Books

• Profit First (book) – Mike Michalowicz – https://www.amazon.com/dp/073521414X

Podcasts and Blogs

• Life Beyond the Briefs (podcast) – Brian Glass - https://podcasts.apple.com/ca/podcast/life-beyond-the-briefs/id1651002001
• My Shingle (blog) – Carolyn Elefant – https://myshingle.com

About our Guest:

Kelley Brubaker, CPA is a fractional Chief Financial Officer who helps law firm owners bring clarity and confidence to their financial decisions. Known as the “Law Firm Number Whisperer,” Kelley specializes in translating complex financial data into practical insights that firm owners can use to grow sustainably and protect profitability.

Working exclusively with law firms, she steps in when financial decisions start to feel uncertain—providing clear visibility into cash flow, profitability, budgeting, and long-term planning. Her approach helps attorneys move beyond reactive financial management and operate their firms with the discipline and strategy of a true business.

Through her work as a trusted financial advisor, Kelley helps law firm leaders understand their numbers, make smarter decisions, and build firms that are both profitable and sustainable.

https://www.profitscalethrive.com/

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

Connect with Ten Golden Rules

Subscribe to Ten Golden Rules on YouTube

Check out our webinars on TenGoldenRules.com

Connect with Ten Golden Rules on LinkedIn

Follow Ten Golden Rules on Facebook

Connect with Jay Berkowitz on LinkedIn

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.