BE THAT LAWYER

Steve Fretzin
Podcast BE THAT LAWYER

BE THAT LAWYER is for attorneys who want more freedom, enjoyment and most importantly, control in their career. Topics will include business development, marketing, branding, technology, and law firm growth. The goal is to educate, entertain and share best practices related to these topics, so that you, the listener can get real value. This is primarily an interview show with great guests (attorneys and legal marketing professionals), sharing stories and analogies, as well as engaging in personal discussions that will keep you entertained and coming back week after week.

  1. Ron Latz: Mastering Law Firm Growth through Strategic Marketing

    VOR 1 TAG

    Ron Latz: Mastering Law Firm Growth through Strategic Marketing

    In this episode, Steve Fretzin and Ron Latz discuss: Challenges in business development and marketing for lawyers Aligning marketing strategies with law firm goals Choosing the right marketing vendors for law firms Personal branding and networking in law firm success Key Takeaways: Lawyers often struggle with marketing due to a lack of business development education and being overwhelmed by running their practices. When selecting marketing vendors, firms should assess cultural fit, business alignment, scope of work, track record of success, and trust​. Small law firms with limited budgets can achieve growth by focusing on community involvement, referral marketing, and low-cost marketing channels like social media. Law firms should base their marketing investments on specific goals, competition analysis, and available budget, as certain markets may be cost-prohibitive​. "[Lawyers] don't necessarily know what they don't know... there just not as many hours as we all want in each of these days to become a specialist at everything." — Ron Latz Read Steve's past episodes as Blogcasts—visit now: https://www.fretzin.com/blog/ Thank you to our Sponsors! Rankings.io: https://rankings.io/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: Obviously Awesome by April Dunford: https://www.amazon.com/Obviously-Awesome-Product-Positioning-Customers/dp/1999023005 Positioning with April Dunford: https://podcasts.apple.com/us/podcast/positioning-with-april-dunford/id1690104435 About Ron Latz: Ron Latz is a seasoned legal marketing consultant and the founder of LegalFenix, a consultancy dedicated to providing industry-leading marketing consulting and fractional CMO services to the legal community. With a deep understanding of the unique challenges lawyers face with their legal marketing, Ron has helped numerous law firms enhance their market presence, attract more clients, and transform their marketing results. His strategic approach and industry expertise make him a sought-after consultant and fractional CMO in the legal space. Connect with Ron Latz: Website: www.legalfenix.com Email: ron@legalfenix.com LinkedIn: https://www.linkedin.com/in/ronlatz/ & https://www.linkedin.com/company/legalfenix/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    31 Min.
  2. Merry Neitlich: Mastering Legal Branding From Taglines to Revenue Generation

    VOR 5 TAGEN

    Merry Neitlich: Mastering Legal Branding From Taglines to Revenue Generation

    In this episode, Steve Fretzin and Merry Neitlich discuss: Challenges in legal marketing Importance of branding in law firms Evolving marketing techniques Integration of branding with business development Key Takeaways: Lawyers often misunderstand branding as a tagline, but effective branding requires a deep dive into what makes their services unique and meaningful to clients. Without integrating marketing and business development efforts, even the best branding will not drive results, as lawyers must raise visibility through thought leadership and client engagement. Short-form videos and data-driven social media strategies are increasingly important, with platforms like LinkedIn promoting interactive content that boosts engagement. One of the major obstacles to effective marketing and branding is lawyers' lack of time, which can be mitigated by using outsourcing and automation for content creation and promotion. "A lot of lawyers think having a tagline like 'excellent experience wisdom' would be great, but that doesn't differentiate them from the person who cleans your pool or the plumber." — Merry Neitlich Read Steve's past episodes as Blogcasts—visit now: https://www.fretzin.com/blog/ Thank you to our Sponsors! Ready to go from good to GOAT? Attend PIMCOM the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/ Rankings.io: https://rankings.io/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: The Ultimate Sales Revolution by Steve Lishansky: https://www.amazon.com/Ultimate-Sales-Revolution-Differently-Change/dp/1599325519 About Merry Neitlich: For 25 years, Merry Neitlich has been assisting law firms to drive revenue by creating unique brands with unusual and deep differentiation. She then applies this clearly branded messaging to each client's website and social media platforms. Once the brand essence is clearly created, Merry develops unique and sustainable business development opportunities for her clients. Merry, a founding partner of EM Consulting, frequent speaker, and author, was inducted into the Legal Marketing Association Hall of Fame in 2017 and is also an accomplished figure skater with multiple national titles. Connect with Merry Neitlich: Website: https://emconsults.org/ Email: merry@emconsults.org Phone: 949-260-0936 LinkedIn: https://www.linkedin.com/in/merryneitlich/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    32 Min.
  3. Justin Krane: Smart Spending and Turning Business Expenses into Growth

    16. SEPT.

    Justin Krane: Smart Spending and Turning Business Expenses into Growth

    In this episode, Steve Fretzin and Justin Krane discuss: Challenges lawyers face with managing their finances The importance of automating financial systems The connection between lifestyle choices and financial health Strategies for building a financially secure law practice Key Takeaways: Automating the transfer of funds between business and personal accounts helps remove emotion from financial decisions and ensures steady savings. Lawyers often struggle with personal finances because they lack clarity on their business model and revenue generation strategies. Over-spending on luxury items like vacations and yachts while neglecting long-term savings can disrupt financial stability. A reframe from thinking of business expenses as "spending" to viewing them as "investing" helps ensure lawyers prioritize sustainable growth and ROI. "You have to be a prosperity thinker. You have to be able to believe that you can create and manifest the financial life that you want and make things happen." — Justin Krane Read Steve's past episodes as Blogcasts—visit now: https://www.fretzin.com/blog/ Thank you to our Sponsors! Ready to go from good to GOAT? Attend PIMCOM the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: INspired INsider Podcast: https://podcasts.apple.com/us/podcast/inspired-insider-podcast/id729464589 The Psychology of Money by Morgan Housel: https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681 About Justin Krane: Justin Krane, a Certified Financial Planner™ professional, is the founder of Krane Financial Solutions. Known for his savvy, holistic approach to financial planning, he advises his clients on how to unite their business and personal money with their lives. Justin works with his clients to create purpose-driven financial plans, aiming for a "return on life." He manages his clients’ investment portfolios for their long-term goals, such as retirement. Justin is the author of the book Money. You Got This. It’s a book about everyday crazy, funny life experiences that we all have – with lessons for all of us. Connect with Justin Krane: Website: https://kranefinancialsolutions.com/ Personal LinkedIn: https://www.linkedin.com/in/justinkrane/ Company LinkedIn: https://www.linkedin.com/company/krane-financial-solutions/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    31 Min.
  4. Melanie Herschorn: Book Writing and Publishing for Branding and Growth

    12. SEPT.

    Melanie Herschorn: Book Writing and Publishing for Branding and Growth

    In this episode, Steve Fretzin and Melanie Herschorn discuss: Book writing for lawyers Challenges in book publishing Books as marketing tools Role of technology and AI in publishing Key Takeaways: Lawyers can streamline book creation by repurposing existing content instead of writing new material daily. Carefully vet publishers to avoid rights loss or financial exploitation by selecting those with transparency and industry expertise. Successful book marketing involves pre-launch planning, continual promotion, and leveraging various channels like media and podcasts. AI can assist with editing and formatting but should not be heavily relied upon for writing due to potential quality and copyright issues. "You just want to remember that it isn't about book sales. It's really about leveraging the book for client retention, client acquisition, and visibility opportunities." — Melanie Herschorn Read more from Steve at Above the Law: AboveTheLaw.com/tag/Steve-Fretzin/ Thank you to our Sponsors! Ready to go from good to GOAT? Attend PIMCOM the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/ Get Staffed Up: https://getstaffedup.com/bethatlawyer/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: The Jamie Kern Lima Show: https://podcasts.apple.com/us/podcast/the-jamie-kern-lima-show/id1728723635 About Melanie Herschorn: Melanie Herschorn is dedicated to helping you step into the spotlight as an authority. As a publisher and book marketing expert for attorneys and business owners worldwide, she empowers authors to share their message with the world while leveraging their book for impact, influence, and income. With over 20 years of experience as a celebrity publicist, award-winning journalist in radio, print, and TV, as well as a clothing designer and entrepreneur, Melanie is uniquely positioned to support authors in becoming thought leaders and making a significant impact with their books. Her latest book, Make a Big Impact with Your Book, is now available. Transform your expertise into a powerful book—download The Ultimate Publishing Guide now: https://yourbigimpactbook.info/attorneyguide Connect with Melanie Herschorn: Website: https://vipbookmarketing.com/ Books: https://www.amazon.com/stores/Melanie-Herschorn/author/B09X9HQXLT LinkedIn: https://www.linkedin.com/in/melanie-herschorn/ Facebook: https://www.facebook.com/melherschorn Instagram: https://www.instagram.com/bigimpactbooks/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    33 Min.
  5. Gregg Goldfarb: Staying Profitable in a Changing Legal Landscape

    9. SEPT.

    Gregg Goldfarb: Staying Profitable in a Changing Legal Landscape

    In this episode, Steve Fretzin and Gregg Goldfarb discuss: Evolving legal marketing strategies Non-lawyer ownership in law firms Revenue growth through referrals and partnerships Networking and education for lawyers Key Takeaways: Lawyers can expand their revenue streams by engaging in referral marketing, where they identify cases outside their expertise and refer them to other firms, earning a fee for the referral​. Non-lawyer owned firms are now possible in states like Arizona, allowing lawyers to partner with marketers or business professionals to focus on legal work while leveraging external business expertise for growth. Legal professionals should invest in their personal growth through education, coaching, and attending legal conferences to learn new strategies for marketing, networking, and expanding their business horizons. The legal industry is seeing increased involvement from financial entities like Wall Street, which is providing capital to law firms for mass tort cases, highlighting the growing intersection of finance and law. "The legal conferences now are much better... it’s entertainment, it’s information, it’s connections." — Gregg Goldfarb Read more from Steve at Above the Law: AboveTheLaw.com/tag/Steve-Fretzin/ Thank you to our Sponsors! Ready to go from good to GOAT? Attend PIMCOM the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/ Get Staffed Up: https://getstaffedup.com/bethatlawyer/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: The Daily Podcast: https://podcasts.apple.com/us/podcast/the-daily/id1200361736 About Gregg Goldfarb: Gregg Goldfarb is a trial lawyer with over 30 years of experience, focusing on, among other things, mass torts. Gregg also hosts his own podcast called Cut to the Chase, which covers public interest issues ranging from law, the environment, and anti-Semitism to the arts. Connect with Gregg Goldfarb: Website: https://gregggoldfarb.com/ Phone: 305-374-7000 Show: Cut To The Chase Podcast: https://podcasts.apple.com/us/podcast/cut-to-the-chase-podcast-hosted-by-gregg-goldfarb/id1551362164 LinkedIn: https://www.linkedin.com/in/gregggoldfarb/ Instagram: https://www.instagram.com/masstortguy/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    33 Min.
  6. Douglas Wood: Crafting Purposeful Transitions and Empowering Experienced Attorneys

    5. SEPT.

    Douglas Wood: Crafting Purposeful Transitions and Empowering Experienced Attorneys

    In this episode, Steve Fretzin and Douglas Wood discuss: Career transition planning for lawyers Effective planning and execution in law firms Challenges for senior lawyers in staying relevant Leveraging senior lawyers' expertise in law firms Key Takeaways: Lawyers should self-assess to identify their strengths, weaknesses, and opportunities early to make informed career decisions and avoid unwanted retirement. Law firms can create cohorts for senior lawyers to share knowledge and discuss transitioning their practices, similar to support provided for other groups like veterans or LGBTQ+ professionals. Solo practitioners and small firm owners benefit from planning the transfer of their client base well before retirement to ensure service continuity and maximize the value of client relationships. A robust book of business greatly impacts a lawyer's career longevity and retirement options. "Lawyers can get very lucky at times, but more often than not, if you're planning it, you're going to see the success that you need." — Douglas Wood Read more from Steve at Above the Law: AboveTheLaw.com/tag/Steve-Fretzin/ Thank you to our Sponsors! Ready to go from good to GOAT? Attend PIMCOM the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/ Get Staffed Up: https://getstaffedup.com/bethatlawyer/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: The Power of Positive Thinking: https://www.amazon.com/Power-Positive-Thinking-Norman-Vincent/dp/0743234804 About Douglas Wood: Douglas Wood, author of From Dawn to Dusk: How to Build a Multimillion Dollar Law Practice and Then Give It Away, offers guidance on building a multimillion-dollar law practice and transitioning to retirement or other pursuits. With nearly fifty years of legal experience, including over twenty in Big Law, Doug retired to mentor young attorneys and those preparing to leave the profession. A novelist with ten books—seven fiction and three non-fiction—he is currently writing his eighth novel. Doug holds a BA from the University of Rhode Island, a JD from Franklin Pierce Law Center, an LLM from NYU, an Honorary Doctor of Laws from the University of New Hampshire, and has taught at UNH and University College Cork in Ireland. Connect with Douglas Wood: Website: https://douglasjwood.com/ Books: https://www.amazon.com/stores/Douglas-J.-Wood/author/B00BCJRTV6 LinkedIn: https://www.linkedin.com/in/djwood1976 Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    34 Min.
  7. Paige Fox: Thriving through Mindfulness & Self-Care

    2. SEPT.

    Paige Fox: Thriving through Mindfulness & Self-Care

    In this episode, Steve Fretzin and Paige Fox discuss: The importance of mindfulness and wellness in professional life The challenges lawyers face with time management and stress The impact of meditation on mental health and productivity Strategies for lawyers to maintain a balanced lifestyle Key Takeaways: Chronic stress and long work hours often lead to burnout, highlighting the need to integrate mindfulness and wellness into daily routines to maintain mental health and job performance. Managing time through delegation, automation, and prioritization is crucial for professionals, especially lawyers, to allocate time for self-care practices like meditation and exercise. Incorporating a brief daily meditation practice, even if only for five minutes, can offer substantial benefits by significantly reducing stress levels and enhancing overall emotional resilience and clarity. The focus on billable hours and client demands often causes lawyers to neglect their wellness, leading to long-term health issues unless they balance professional and personal well-being. "Be the energy you want to attract." — Paige Fox Read more from Steve at Above the Law: AboveTheLaw.com/tag/Steve-Fretzin/ Thank you to our Sponsors! Ready to go from good to GOAT? Attend PIMCOM the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/ Get Staffed Up: https://getstaffedup.com/bethatlawyer/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: Bledsoe Said So podcast: https://podcasts.apple.com/us/podcast/bledsoe-said-so/id1573038290 About Paige Fox: Paige N. Fox is the founder of Fox Law, LLC, a remote law firm in Illinois, and does of-counsel work for Erwin Law, LLC, and DentCoulson Elder Law. She specializes in estate planning, special needs planning, and elder law. As President of the Illinois Chapter of NAELA and Chair of the CBA’s Young Lawyers Section Serving Our Seniors Committee, Paige is committed to professional development and community service. Recognized as a Rising Star by Super Lawyers since 2022, she received the David C. Hilliard Award in 2023. Paige earned her JD from Chicago-Kent College of Law and enjoys pro bono work, flying trapeze, sports, and dance. Connect with Paige Fox: Email: paige@foxelderlaw.org LinkedIn: https://www.linkedin.com/in/attorneypaigefox/ Linktree: https://linktr.ee/paigefox_attorney Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    34 Min.
  8. Frank Rekas: Balancing Legal Work, Law Firm Leadership, and Financial Management

    29. AUG.

    Frank Rekas: Balancing Legal Work, Law Firm Leadership, and Financial Management

    In this episode, Steve Fretzin and Frank Rekas discuss: Effectively managing and growing a law practice Common challenges in professional practice operations The role of delegation in business efficiency Building connections for business development Key Takeaways: Lawyers often struggle with financial management because they aren't taught business skills in law school, leading them to handle finances disorganized, resulting in missed opportunities and inefficiencies. Many law firm owners wear too many hats, such as managing finances, marketing, and administrative tasks, distracting from legal work and hindering productivity and success. Successful law firms should delegate by hiring specialists, like fractional CFOs for oversight and marketers for development, ensuring each business aspect is managed by experts, letting lawyers focus on their best work. Building a strong network, particularly through social media and direct engagement with potential clients or partners, can greatly enhance a lawyer’s ability to grow their practice and establish themselves as experts. "You need to be organized, and by getting organized, that means you need to have a financial plan." — Frank Rekas Read more from Steve at Above the Law: AboveTheLaw.com/tag/Steve-Fretzin/ Thank you to our Sponsors! Ready to go from good to GOAT? Attend PIMCOM the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/ Get Staffed Up: https://getstaffedup.com/bethatlawyer/ Lawmatics: https://www.lawmatics.com/bethatlawyer/ Episode References: The Power Of Zero Show: https://podcasts.apple.com/us/podcast/the-power-of-zero-show/id1441026169 About Frank Rekas: Frank Rekas is a seasoned financial professional with over 30 years of experience in financial services. Based in South Florida, Frank has been with Equitable Advisors since 2014, focusing on helping attorneys, business owners, and individuals navigate complex financial planning, particularly through divorce. He holds multiple FINRA registrations and is actively involved in his community as a board member of the American Hellenic Education Philanthropic Association (AHEPA). Frank is known for his personalized approach, building strong, lifelong relationships with his clients. Connect with Frank Rekas: Email: frank.rekas@myplutusfinancial.com LinkedIn: https://www.linkedin.com/in/frankrekas/ Phone: 954-253-5508 (Mobile) and 561-961-9312 (Office) Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    34 Min.

Info

BE THAT LAWYER is for attorneys who want more freedom, enjoyment and most importantly, control in their career. Topics will include business development, marketing, branding, technology, and law firm growth. The goal is to educate, entertain and share best practices related to these topics, so that you, the listener can get real value. This is primarily an interview show with great guests (attorneys and legal marketing professionals), sharing stories and analogies, as well as engaging in personal discussions that will keep you entertained and coming back week after week.

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