AI-driven search is transforming how estate planning firms are discovered online—and the firms that adapt now will dominate visibility, cut client acquisition costs, and convert more high-intent prospects.

In this episode, James Campbell, Chief Growth Officer at IMS, shares practical strategies, real case studies, and a proven playbook to help estate planning and elder law firms harness AI for growth.

✅ Why AI-generated answers now gatekeep client discovery
✅ How AI amplifies ads, SEO, content, and client intake
✅ Ad optimization that slashes cost per lead and boosts volume
✅ Using custom GPTs, chatbots, and CRM automation to engage prospects 24/7
✅ Predictive lead scoring to prioritize ready-to-hire prospects
✅ Authority-building through AI-aware SEO and PR syndication
✅ Data-driven dashboards for rapid campaign adjustments
✅ The risk of waiting while competitors build AI-driven authority
✅ The integrated IMS game plan for sustainable market dominance
✅ Audience Q&A: ranking in AI results, pricing reviews, tools, and GPT training

Whether you’re looking to future-proof your law firm’s marketing or outpace competitors in AI-enhanced search, this episode will give you clear, actionable steps to move forward.

📞 Book a discovery call at https://imsrocks.com/apply

Remember—we only partner with one firm per market for our AI Visibility Package. Secure your spot before a competitor does.

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James Campbell, Chief Growth Officer of Integrity Marketing Solutions, shares how estate planning and elder law attorneys with multiple office locations can overcome unique SEO challenges and dominate search results in every market they serve. Discover the three-pillar approach to building a sustainable SEO empire that turns each office into a thriving revenue engine.

✅ Why SEO doesn’t scale automatically when you open new offices
✅ How many firms rank for their main office but leave satellite locations invisible online
✅ Why Google penalizes duplicate content across location pages
✅ The three pillars of multi-location SEO: website architecture, optimized Google Business Profiles, and city-specific content
✅ How Google’s AI-powered search experience (Gemini/SGE) requires structured, authoritative content to be featured
✅ Case study: Attorney Phil Ruce achieved a 500% increase in Google Business Profile traffic and seven-figure revenue growth
✅ Multi-location success stories from attorneys with 3–10 offices across different cities and states
✅ Why proactive SEO implementation before expansion gives firms a competitive advantage
✅ How AI is making it easier for less experienced firms to appear authoritative online

Whether you’re planning to expand into new markets or struggling to make your existing locations visible, this episode gives you the strategies you need to compete and win.

📞 Book your discovery call at https://imsrocks.com/
to receive a free SEO audit for all your locations and map out your path to market domination.

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Valerie Peterson, CEO of Atticus, shares how attorneys can build law firms that not only grow profitably but also support the kind of balanced, fulfilling lives every lawyer deserves.

Discover how Valerie’s journey, from practicing law to leading two national organizations, shaped her vision for helping attorneys master both business excellence and personal well-being. In this episode, she breaks down the three pillars of long-term success, highlights common mistakes that hold firms back, and shares real-world transformations that prove a Great Practice, Great Life is possible.

✅ Atticus’ three pillars of law firm success: focused time management, building a great team, and client development
✅ Why revenue is determined by your capacity—not just client volume
✅ The operational mistakes that hold law firms back: hesitancy to hire, lack of marketing confidence, and failure to budget
✅ A client success story: 400% growth in six years and six weeks of vacation annually
✅ How teams can contribute to marketing through gamified referral strategies
✅ Why positioning yourself as a thought leader builds trust and drives referrals
✅ The leadership habits that inspire, retain, and empower staff
✅ How “slowing down to speed up” and reclaiming your mornings can transform your practice

Whether you’re growing your firm or feeling stuck in day-to-day overwhelm, Valerie’s insights will challenge, inspire, and give you actionable steps to build both a thriving practice and a life you love.

📞 Connect with Atticus at https://atticusadvantage.com/
to explore coaching programs and resources for attorneys.

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What happens when the CEO of a national marketing agency is diagnosed with one of the rarest—and deadliest—forms of breast cancer?

In this powerful solo episode, IMS CEO Jennifer Goddard shares the deeply personal story of how she walked away from her business overnight, fully expecting the worst… and instead watched her team lead it to new growth.

Jennifer opens up about:

• The moment she discovered something was wrong—and the terrifying prognosis that followed
• How she made the radical decision to step away from the company she built
• Her belief in the mind-body connection and how removing stress became part of her healing plan
• The moment her surgeon said, “Well, I think they saved your life.”
• What this experience taught her about leadership, systems, and letting go

You’ll walk away inspired—and challenged to build a business that’s resilient, not reliant.

📞 Learn how IMS helps law firms build resilient, self-sustaining practices at imsrocks.com. Ready to start? Book a discovery call today.

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Estate planning attorney Sedric Collins shares how he built Legacy One Law Firm—where estate planning meets entertainment and intellectual property law to create dynamic, client-centered legal solutions.

Discover how Sedric’s background in music and personal experiences witnessing the consequences of poor estate planning inspired him to reimagine the client experience—making legacy planning accessible, empowering, and deeply relational.

✅ Founded Legacy One Law to integrate estate planning (80%) with entertainment and IP law (20%)
✅ Replaces billable hours with transparent flat fees to build trust and eliminate cost surprises
✅ Created the “Legacy One Difference”—a focus on relationship, not transactions
✅ Authored Prudent Planning for Family Legacy to simplify estate planning for everyday families
✅ Implements a discovery-based consultation process rooted in listening and understanding
✅ Confronted and overcame the mindset challenge of underpricing his value
✅ Uses educational content marketing to position the firm as a trusted authority
✅ Plans expansion into Northern California to serve clients statewide
✅ Passionate about empowering artists, families, and entrepreneurs to protect their legacies

Whether you’re an attorney inspired by innovative practice models or a client seeking a firm that truly listens, this episode is full of insights you won’t want to miss.

📞 Connect with Legacy One Law at https://legacyonelaw.com/ or follow Legacy One Law on Instagram and Facebook.

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In this inspiring episode, estate planning attorney Meredith Williamson shares her winding journey from litigation to founding NW Estate Law—where compassion, psychology, and elder care experience meet client-centered estate planning.

Discover how Meredith’s background shaped her distinctive approach, emphasizing warmth, empathy, and deep personal connections with every client.

✅ Founded NW Estate Law after eight years in litigation and years working in elder care
✅ Focuses on making estate planning approachable, personal, and stress-free
✅ Offers flexible options—two office locations, home visits, and Zoom meetings
✅ Serves clients of all ages, from young adults to retirees, with both estate planning and elder law services
✅ Believes mindset, learning from feedback, and resilience are key to business growth
✅ Doubled call volume through strategic marketing efforts
✅ Advocates for collaboration over competition among attorneys
✅ On track to reach a major business milestone two years ahead of schedule
✅ Encourages fellow attorneys to invest in outside expertise to grow faster

Whether you’re an attorney seeking inspiration or someone searching for a compassionate estate planning lawyer, this episode is packed with insights and heart.

📞 Call NW Estate Law or visit https://nwestatelaw.com/ to schedule your consultation and experience Meredith’s client-first approach, proudly serving Oregon and Washington.

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Amber Kelly, Senior Account Executive at IMS, unveils the digital marketing strategies that are helping estate planning and elder law firms scale beyond seven figures.

In this episode, you’ll learn:

• Why marketing estate planning services is a "two-sale process"—and how to navigate it
• How our streamlined onboarding minimizes attorney time while maximizing results
• The role of analytics, Google Search Console, and ad performance in driving smart decisions
• Why relying on a single marketing channel is risky—and how to diversify your strategy
• How monthly coaching sessions act as both strategic tune-ups and accountability checkpoints
• Real case studies of firms that achieved remarkable growth through integrated tactics
• How to balance AI adoption with staying laser-focused on legal practice
• Why transparency and data-sharing are non-negotiables in a true marketing partnership

Ready to grow your practice with the kind of clarity and confidence we deliver every day?
Book a discovery call with our team at https://imsrocks.com/ to see how our clients are consistently achieving—and exceeding—their goals.

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Host James Campbell reveals proven estate planning marketing strategies to filter out leads that waste your time (tire-kickers) and attract serious clients who value your expertise and are ready to hire. He explains the difference between high-quality leads (buyers in pain) and time-wasting prospects who drain your firm's resources and confidence.

Campbell also highlights these key points:
• 84% of buying decisions start with an internet search - make your digital first impression count
• Real results: one client increased revenue by 20% ($100K+) by repositioning her marketing
• Success requires a website that's fast, mobile-friendly, and conversion-focused
• Marketing should speak directly to pain points rather than just listing services

Listen now to position your firm with the online authority to catch the top tier clients.
 
For the free "12 Rules for Sales Life" guide that helps filter out tire-kickers and close more premium clients, visit imsrocks.com/apply/ to book a discovery call with our team.

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In this episode, James Campbell speaks with Amy Bloom from Beneficiary Liquidity Plan (BLP) about this innovative estate planning tool that provides beneficiaries immediate access to funds—typically within 24-48 hours of death—without requiring a death certificate. Unlike traditional estate plans that leave families waiting weeks or months to access assets, the BLP creates a bridge of immediate liquidity when it's needed most.

The conversation reveals how the BLP works through a simple reallocation of existing assets, not requiring additional out-of-pocket expenses. Anyone under 90 qualifies with no medical questions and no exams. The current growth rate of 3.35% is tax-deferred, with benefits paid tax-free to beneficiaries. Amy shares personal experiences that underscore why this coverage is crucial, including her own family's three-and-a-half week wait for her brother's death certificate.

For estate planning attorneys, offering the BLP differentiates your practice by addressing a gap other attorneys often overlook. 

Key Takeaways:
• Estate planning often overlooks the immediate liquidity gap where beneficiaries cannot access funds for weeks or months
• Nearly 80% of families finance final expenses out of pocket when a loved one dies
• The BLP provides funds within 24-48 hours without requiring a death certificate
• Anyone under age 90 qualifies with no medical questions or exams
• Clients simply reallocate existing assets from non-liquid to liquid positions
• Current growth rate is 3.35% tax-deferred, equivalent to 4-4.5% taxable
• Benefits paid to beneficiaries are tax-free
• Minimum allocation is $2,500 and maximum is $100,000
• The BLP complements traditional estate planning and can prevent loss of assets
• Attorneys can generate additional revenue by reviewing BLP documents
• Implementation includes no cost to attorneys with all marketing materials provided

To add the Beneficiary Liquidity Plan to your practice, book a discovery call at imsrocks.com/apply-BLP.

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Estate Planning Attorney Amy Hsiao shares how she transformed traditional estate planning by creating a client-centered practice focused on keeping families out of court and out of conflict after experiencing firsthand how conventional methods failed her own family. Through her flat rate pricing model, ongoing support system, and dedicated funding coordinator, Amy helps growing families create estate plans that actually work when needed.

• Building a practice that goes beyond document creation to ensure proper asset protection
• Implementing a funding coordinator role to help clients properly title assets in trusts
• Creating a systematic approach to maintain client relationships through family milestones
• Offering a Family Care VIP program for annual plan reviews and updates
• Transitioning from big law IP practice to a sustainable, family-focused estate planning model
• Establishing a law firm that serves as a personal family lawyer across generations
• Leveraging marketing strategies that build long-term assets rather than transactional campaigns
• Achieving 20% revenue growth through targeted lead generation and conversion optimization

Contact Amy Hsiao at https://hsiaolaw.com to learn more about estate planning that works when your family needs it most.

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