BE THAT LAWYER

BE THAT LAWYER

Steve Fretzin
Maa Yhdysvallat
Kieli EN
Jaksot 600
Viimeisin 17.09.2026

BE THAT LAWYER is a podcast for attorneys seeking more freedom, enjoyment, and control in their careers. Host Steve Fretzin interviews legal professionals and marketing experts on topics like business development, branding, technology, and law firm growth. The show aims to educate and entertain listeners with stories, analogies, and practical advice. Each episode provides actionable insights to help lawyers build better practices and achieve professional fulfillment.

Jaksot

  • Pete Leibman: High-Performance Habits Lawyers Can Actually Sustain 17.09.2026 30min
    Most lawyers think more hours equal more success—but what if that belief is quietly destroying their performance? In this episode, you’ll learn how to borrow habits from elite athletes to protect your energy, sharpen your focus, and build high-performance routines that actually last. In this episode, Steve Fretzin and Pete Leibman discuss: The myth of “work longer, perform better” in high-pressure careers Sleep, exercise, and nutrition as foundations of cognitive performance Adopting athlete-style pregame routines for legal work and business development Managing attention residue, distractions, and constant notifications Building sustainable, one-habit-at-a-time improvements and positive habit “dominoes” Key Takeaways: Working beyond 50–60 hours a week often lowers the quality of your thinking and decision-making, especially when it replaces sleep, exercise, and recovery. Sleep, nutrition, and movement are non-negotiable foundations for anyone whose value comes from judgment, critical thinking, and focus. Elite performance is rarely an accident; it’s driven by intentional pregame routines and preparation that sharpen both body and mind before the “game” begins. Unmanaged task-switching and constant notifications create attention residue that scatters focus, increases errors, and raises stress levels. Sustainable change comes from choosing one specific habit at a time, reinforcing it until it becomes automatic, and then stacking the next positive behavior on top. "In a career like the legal industry where you're paid for your judgment and critical thinking and decision-making, it's really hard to think clearly when you're tired." —  Pete Leibman Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our sponsors! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Pete Leibman: Pete Leibman is a speaker and author who helps consultants, lawyers, and advisors build the energy, focus, and resilience to sustain high performance. He delivers keynotes, workshops, and webinars for leading consulting firms, law firms, and financial services firms. Pete has written three books and more than 300 articles on high performance. His latest book is Stronger Advisor: High-Performance Habits for Consultants, Lawyers, and Advisors. Pete previously worked at Heidrick & Struggles (H&S), one of the world’s premier human capital consulting firms. While at H&S, Pete helped professional services firms identify, recruit, and develop exceptional leaders and build high-performing organizations. Connect with Pete Leibman:  Website: https://www.strongertalent.com/  Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Jan Roos: Turning Unaware Audiences into High-Value Legal Clients 14.09.2026 32min
    Discover why “doing great work and waiting for the phone to ring” is no longer enough for lawyers—and how problem‑focused, education-based marketing can turn unaware prospects into your best clients. In this episode, you’ll learn how to stand out in the attention economy by marketing the problems your clients actually feel, not just the services you offer. In this episode, Steve Fretzin and Jan Roos discuss: From lead generation to demand generation in legal Unaware vs. aware markets and client education Using problem-focused messaging that converts Content, thought leadership, and the attention economy Networking strategically and leveling up your rooms   Key Takeaways: Relying only on referrals and waiting for clients to “eventually call” is a maintenance strategy, not a growth strategy, especially as competition and noise increase. The biggest opportunity in many legal practice areas lies with “unaware” or misinformed prospects who don’t yet realize they have a legal problem—or that a solution even exists. Marketing works best when it starts by clearly naming and amplifying the client’s problem; once people recognize themselves in that problem, the natural next step is to seek a solution. Giving away generous education rarely replaces the need for an expert; instead, it demonstrates complexity, builds trust, and often increases the quality and value of matters that reach the firm. Networking is incredibly powerful when done in the right rooms with higher-level peers and connectors, but can become a time drain when spent with people who have lots of time yet little strategic value.   "The thing that will differentiate you more than ChatGPT, let alone any other attorney, is asking people a question that they don't have the answer to, and showing them that the base of knowledge is bigger than they understand." —  Jan Roos Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our sponsors! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Jan Roos: Jan Roos is the Founder and CEO of CaseFuel, a legal marketing agency that specializes in helping law firms scale their client acquisition through digital advertising, conversion rate optimization, and automated intake systems. An authority on legal digital marketing, he has designed client generation campaigns for over 500 law firms across diverse practice areas. He is also an author and speaker whose works include The Legal Marketing Fastlane and Beyond Intake, providing actionable strategies to help law firm owners maximize lead conversion and grow their practices efficiently. Connect with Jan Roos:   Website: https://casefuel.com/  Facebook: https://www.facebook.com/casefuel0/  Instagram: https://instagram.com/casefuel0  LinkedIn: https://www.linkedin.com/company/casefuel  YouTube: https://www.youtube.com/@casefuel0  TikTok: https://www.tiktok.com/@casefuel  Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Mark McFatridge: Why CEOs Need Peer Advisory Circles to Truly Lead 10.09.2026 34min
    Discover why the biggest challenges for CEOs aren’t business problems, but life problems—and how the right peer group can become their most powerful tool for clarity, accountability, and growth. In this episode, you’ll hear how listening, vulnerability, and shared experience can transform the way leaders run their firms and live their lives. In this episode, Steve Fretzin and Mark McFatridge discuss: Listening to understand vs. listening to reply Career path from banking to founding CEO peer groups How life challenges derail otherwise successful CEOs Structure and accountability of peer advisory circles Becoming a trusted advisor instead of just a technical expert   Key Takeaways: Truly effective business development starts when professionals stop “selling” and focus on building real relationships grounded in listening and trust. Many CEOs don’t fail because they lack technical answers; they struggle when life issues—family, health, aging parents—collide with business responsibilities. Peer advisory groups create a rare, confidential space where leaders can be vulnerable, get honest feedback, and see blind spots they can’t see on their own. Accountability structures—like committing to specific actions and reporting back to peers—dramatically increase the likelihood that leaders actually implement decisions. The shift from technician to trusted advisor happens when you listen deeply, diagnose the real problem, and connect people with the best solution, even if it’s outside your own services.   "By being in a group with other CEOs, your experiences get accelerated because you basically get to have their experiences as your own, and that just accelerates everything, whether it's on the personal side or the business side." —  Mark McFatridge Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our sponsors! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Mark McFatridge: Mark McFatridge is the Founder and CEO of Quade Executive Peer Group, an organization dedicated to fostering growth, accountability, and strategic peer community for CEOs and business owners. With over 25 years of professional experience, he has served as Chief Executive Officer and board member for both publicly traded and privately held companies across various industries, including extensive experience in community banking. An organizational turnaround specialist, Mark specializes in leading underperforming businesses to scale, notably guiding the exit of a private company for an 800% increase in value within three years of taking over as CEO. Drawing on his background as a former bank president and peer group member, he now leads Quade’s facilitated executive "circles," helping leaders build sustainable, values-driven organizations through strategic clarity, operational strength, and peer vulnerability. Connect with Mark McFatridge:   Website: https://quadecircle.com/  LinkedIn: https://www.linkedin.com/in/mark-mcfatridge/  Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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. 
  • Alejo Pijuan: Turning AI Hype into Real ROI for Law Firms 07.09.2026 34min
    In this episode, fractional AI officer Alejo Pijuan breaks down how lawyers can use AI to close more qualified leads, slash unbillable busywork, and finally see real ROI from their tech investments. In this episode, Steve Fretzin and Alejo Pijuan discuss: Shiny penny syndrome and narrowing business focus AI as support, not replacement, for legal work Lead response speed and intake breakdowns Tracking data to improve lead quality and conversions Using AI tools and voice agents to reduce unbillable time   Key Takeaways: AI is most powerful in law firms when it reduces unbillable work and supports business-building activities, rather than trying to replace core legal judgment. The biggest leak in most firms’ marketing funnel is response time—if leads aren’t contacted quickly, they simply move on to the next lawyer. Without solid data tracking from ad creative to phone call, it’s impossible to know which marketing efforts are bringing in qualified matters and which are wasting time. Clear, specific messaging about who you serve and what problems you solve dramatically improves the quality of leads and referrals. Continuously feeding one primary AI workspace with your thoughts, content, and processes allows it to “learn” you over time and produce far more tailored, strategic outputs.   "A single, clear message that will resonate with the right people is so, so important." —  Alejo Pijuan Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our sponsors! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Alejo Pijuan: Alejo Pijuan is a former Nike data scientist turned tech entrepreneur and Fractional AI Officer at Realization Partners, a profitability consultancy for law firms. With an academic background in mathematics and computer science, Alejo specializes in bridging complex artificial intelligence—such as Voice AI agents and custom automation systems—with practical business operations to eliminate non-billable administrative friction, accelerate client intake responsiveness, and drive revenue growth for legal practices.  Connect with Alejo Pijuan:   Website: https://realizationpartners.ai/  LinkedIn: https://www.linkedin.com/in/alejopijuan/  Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Stuart TenHoor: How Partners, Books of Business, and Counteroffers Shape Today’s Legal Market 03.09.2026 34min
    When law firms are waging bidding wars for top partners, and AI is reshaping billable work, how do lawyers actually take control of their careers? In this episode, you’ll hear how lateral moves, books of business, and smart networking can dramatically change your leverage—whether you stay in BigLaw or go out on your own. In this episode, Steve Fretzin and Stuart TenHoor discuss: Current demand for lateral partners and food and drug law specialists Counteroffers, LPQs, and smarter lateral partner integration Business development, books of business, and compensation gaps AI’s impact on associates, efficiency, and the future firm model Going solo, distributed firms, and strategic career planning with recruiters Key Takeaways: The lateral market for quality partners is extremely active, and firms that invest in thoughtful integration are winning the best talent. Counteroffers can derail months of work; smart firms and candidates address the possibility upfront rather than reacting at the last minute. A strong book of business dramatically increases leverage, compensation, and options, while pure “service partners” face more limits. AI is changing how junior work is done and how value is delivered, but experienced lawyers who learn to manage it become even more efficient and competitive. Moving to a solo or distributed model can be lucrative and flexible, but it requires a clear plan, a niche, and a strong network—not a reaction to a bad day. "Helping people by giving value is sales-free selling." —  Stuart TenHoor Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Stuart TenHoor: Stuart TenHoor is a veteran legal recruiter and founder of Stuart TenHoor Legal Search, specializing in the placement of FDA, life sciences, and regulatory attorneys. After earning his B.A. from Alma College and J.D. from William & Mary Law School, he gained valuable legal and legislative experience—including work on the U.S. Senate Labor and Human Resources Committee and in private practice—before entering executive recruiting in 1988. Recipient of the 2026 "Service to FDLI" Award from the Food and Drug Law Institute, Stuart is a widely published author and speaker on life sciences hiring trends, as well as an active mental health advocate serving on the NAMI Maryland Board of Directors. Connect with Stuart TenHoor: Website: https://www.stuarttenhoor.com/ LinkedIn: https://www.linkedin.com/in/tenhoor/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Colin Levy: Building Real AI Competence in the Legal Profession 31.08.2026 33min
    AI isn’t coming for your job—but it is coming for your workflows. In this episode, you’ll learn how to cut through AI hype, protect client confidentiality, and use practical tools to automate the repetitive work that’s clogging your day. In this episode, Steve Fretzin and Colin Levy discuss: Uneven adoption of AI and legal tech across the profession Evolution of legal technology from e‑discovery to modern AI Practical, low‑risk AI use cases for everyday legal work Data privacy, confidentiality, and paid vs. free AI tools Building real technology competence through experimentation and better prompts Key Takeaways: Technology will not slow down to let professionals catch up, so it’s essential to actively close your own AI knowledge and usage gap. The most valuable AI applications today often center on document-related tasks—summarizing, comparing, and drafting from existing materials. Using free, open AI tools with client data can violate confidentiality obligations; controlled, paid environments are critical for sensitive work. Before buying any new platform, clearly define the problem you’re trying to solve so the tool doesn’t become expensive shelfware. True tech competence is built by experimenting, refining prompts, and learning from how different inputs change AI’s outputs—not by passively consuming AI headlines. "The power of AI right now is in using existing knowledge and taking that to create something new or build something new." —  Colin Levy Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Colin Levy: Colin S. Levy is a leading authority on legal technology, AI in law, and contract lifecycle management (CLM), currently serving as General Counsel at Malbek and an Adjunct Professor at Albany Law School. Widely recognized as one of the most influential figures in legal tech, he guides legal professionals through digital transformation, modern AI integration, and workflow innovation. Colin is the author of The Legal Tech Ecosystem—a definitive guide to legal technology and AI—and frequently speaks and writes on how technological advances continue to redefine the future of legal practice worldwide. Connect with Colin Levy: Website: https://www.colinslevy.com/ LinkedIn: https://www.linkedin.com/in/colinslevy/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Laurin Johnson: Turning Pressure into a Privilege in Legal Networking 27.08.2026 33min
    Feeling like you’re “doing all the right networking” but not seeing any real business come in? In this episode, Laurin breaks down how lawyers can move beyond just showing up, get specific about referral sources, and turn the pressure of business development into a true competitive advantage. In this episode, Steve Fretzin and Laurin Johnson discuss: Reframing pressure as a privilege in a legal career Laurin’s path from tax/estate attorney to operations consultant Why most lawyers struggle with networking and referrals How to choose the right networking groups and evaluate them Being a true “giver” beyond just making referrals Key Takeaways: Pressure at work often signals that you care deeply and are in a position of impact, and can be reframed as a privilege rather than a burden. Law is a business, and building a book of business requires sales and networking skills that are rarely taught in law school or in traditional mentoring. Vague statements like “anyone” or “any attorney” are a good referral source make it harder for others to help you; specificity is what triggers real introductions. Simply attending networking meetings is not enough—relationship-building happens in one-on-ones, through follow-up, and by consistently adding value to others. Being a giver isn’t limited to sending referrals; connecting others, supporting their kids, amplifying them on social media, and showing up for their events can be even more powerful. "Not all referral sources are created equal." —  Laurin Johnson Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Laurin Johnson: Laurin is an analytical and creative strategist who draws on her background as a trusts and estates attorney and former Membership Experience Director at USA 500 Clubs to help law firm leaders streamline operations, navigate transitions, and build sustainable growth initiatives. Holding an LL.M. in Taxation and DISC behavioral assessment certification, she combines deep insight into complex firm financials with a nuanced understanding of leadership and communication dynamics. Renowned for her agility, diplomacy, and attention to detail, Laurin partners directly with firm executives on change management, leadership development, and operational efficiency—bringing the same focus and perseverance that has earned her multiple national and world titles showing Morgan horses. Connect with Laurin Johnson:  Website: https://mblawconsulting.com/ LinkedIn: https://www.linkedin.com/in/laurindjohnson/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Elizabeth Grace Saunders: From Chaos to Control — Time Management Strategies for Lawyers 24.08.2026 34min
    Drowning in emails, client demands, and late nights at the office? In this episode, you’ll learn how to use boundaries, focus, and smart delegation to transform your law practice from constant chaos into a business you actually enjoy running. In this episode, Steve Fretzin and Elizabeth Grace Saunders discuss: Power of boundaries in time management Recognizing when your schedule has become a problem Niching and being selective about legal work and clients Setting and resetting client expectations around access and response times Delegation, email efficiency, and leveraging AI tools Key Takeaways: Boundaries are one of the most powerful tools for managing time, and they start with taking responsibility for what you tolerate from clients, colleagues, and yourself. You have a time management problem when your schedule consistently harms your health, relationships, or client service—regardless of the number of hours you work. Saying yes to every kind of matter and every type of client creates “crazy” in a practice; focus on your true area of expertise and on clients who are a good fit and can pay reliably. Clear, consistent expectations around availability and response times—communicated up front and reinforced by your behavior—train clients to respect your time. Delegation, better email protocols, and AI tools that draft or prioritize messages can reclaim hours each week and free you to do higher-value legal and business development work. "You need to be very clear within yourself and very explicit with your client when you are or not available." —  Elizabeth Grace Saunders Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Elizabeth Grace Saunders: Elizabeth Grace Saunders is a time management coach, member of the Forbes Coaches Council, and best-selling author of The 3 Secrets to Effective Time Investment, How to Invest Your Time Like Money, and Divine Time Management. Since founding Real Life E Time Coaching & Training in 2009, she has helped thousands of individuals globally—including newly promoted professionals and parents—overcome burnout, reduce stress, and achieve work-life balance. Named one of the World’s Top 30 Time Management Professionals by Global Gurus annually since 2018, Elizabeth regularly contributes to Harvard Business Review and Fast Company, drawing on prior corporate experience at Meredith Corporation and Abbott Laboratories and her summa cum laude degree from Drake University. Connect with Elizabeth Grace Saunders:  Website: https://reallifee.com/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Shawn Kerendian: From Busy Litigator to Law Firm Architect with EOS and OKRs 20.08.2026 30min
    What happens when a probate litigator stops chasing every matter and starts designing a firm that can grow without them? In this episode, you’ll hear how Shawn Kerendian scaled a niche trust and estate litigation practice by saying no to the wrong work, obsessing over infrastructure, and using EOS, OKRs, and tech to build a truly scalable law firm. In this episode, Steve Fretzin and Shawn Kerendian discuss: Choosing a narrow niche in trust and estate litigation Protecting capacity to pursue business development and opportunities Scaling from 20 to 40+ people and rebuilding firm infrastructure Implementing EOS, OKRs, and KPIs as a single operating system Tech stack, AI experimentation, and branding for talent and referrals Key Takeaways: Protecting time and capacity—rather than maximizing short-term billables—creates room to pursue the opportunities that actually grow a firm. Committing to a narrow niche makes it easier to become the go‑to expert, generate referrals, and collaborate with other specialists. Rapid headcount growth without parallel investment in management, systems, and infrastructure eventually exposes serious strain on both clients and employees. Running on a single operating system with clear objectives, key results, and KPIs turns firm management from reactive chaos into a predictable rhythm. The biggest hiring risk isn’t moving too slowly—it’s bringing in the wrong people, which can damage culture, client service, and the morale of everyone who stays. "The biggest mistake was chasing growth without worrying about the right people or the right fit." — Shawn Kerendian Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Shawn Kerendian: Shawn Kerendian is a probate litigator and the founder and Managing Partner of Keystone Law Group, P.C. He specializes in trust, estate, and conservatorship litigation, representing trustees, beneficiaries, and heirs in complex probate disputes. By narrowing his firm's focus exclusively to probate litigation, Kerendian scaled Keystone Law Group into a premier niche practice while implementing modern business frameworks—such as EOS (Entrepreneurial Operating System), OKRs, and business intelligence tech—to streamline operations, law firm management, and sustainable team growth. Connect with Shawn Kerendian: Website: https://keystone-law.com/firm/attorneys/shawn-s-kerendian LinkedIn: https://www.linkedin.com/in/shawn-kerendian-0b88ab16/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Stewart Hirsch: How Lawyers Win More Clients by Being Human, Not By Being “Salesy” 17.08.2026 35min
    What if your biggest business-development advantage wasn’t your legal skill, but how you make people feel? In this episode, you’ll hear how a former big-firm lawyer turned coach built a decades-long career helping attorneys grow their books by leading with listening, caring, and genuine relationships. In this episode, Steve Fretzin and Stewart Hirsch discuss: Why “how you make people feel” drives business development Lessons from watching a non-lawyer sell through listening and care Stuart’s journey from law firm associate to in-house to full-time coach Shifting from marketing to true business development in law firms Practical habits: following up, setting next steps, and thinking like in-house counsel Key Takeaways: Technical excellence is now table stakes; the differentiator is how you treat people and how you make them feel in every interaction. Deep, genuine listening often outperforms sophisticated “pitches” when it comes to earning trust and long-term business. Careers can pivot powerfully when you follow the work that energizes you, even if it means turning down “dream” jobs that would pull you off your path. Consistent follow-up and always setting clear next steps are two of the most reliable habits for building a strong book of business. To serve in-house clients effectively, outside counsel need to think like business decision-makers, not just risk-spotters, and offer practical, directional advice. "Start with the attitude of caring and curiosity." —  Stewart Hirsch Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Stewart Hirsch: Stewart Hirsch, Esq. is the Managing Director of Strategic Relationships, LLC, where he serves as an executive leadership and business development coach, consultant, and facilitator. Drawing on over 20 years of experience practicing law—both in-house at major corporations like Staples, TJX, and Welch's, as well as in private practice—he helps lawyers, C-suite executives, and professional services leaders build high-impact client relationships, navigate complex communications, and accelerate career growth. Recognized as a top business development coach by Massachusetts Lawyers Weekly, Stewart also acts as a Senior Coach for Trusted Advisor Associates, designs interactive corporate workshops, and serves as a career coach for members of the Association of Corporate Counsel. Connect with Stewart Hirsch:  Website: https://strategicrelationships.com/ LinkedIn: https://www.linkedin.com/in/stewarthirsch/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Randi Cohen: Building a Rainmaking Practice Through Authentic Relationships 13.08.2026 33min
    Discover how an employment lawyer built a seven-figure practice not by “working the room,” but by being radically authentic, hyper-generous, and unforgettable in her relationships. This episode breaks down how to turn clients, competitors, and even adversaries into your most loyal referral sources. In this episode, Steve Fretzin and Randi Cohen discuss: Non-traditional path from prosecutor to employment law partner Forming and growing a boutique firm through partnership Authentic, curiosity-driven networking (not “working the room”) Turning clients, competitors, and adversaries into referral sources Overcoming imposter syndrome and trusting your own skills Key Takeaways: Business development becomes much easier when you stop “networking” and instead focus on being genuinely curious about people’s lives, needs, and goals. Long-term success often comes from leading with generosity—connecting others, sharing referrals, and helping even when there’s nothing immediate in it for you. The most valuable relationships are built over time through repeated touchpoints, shared experiences, and small acts of follow-up and care. How you handle billing and money can either cement trust or destroy it; protecting relationships is far more valuable than squeezing every last 0.2 from a time entry. Confidence is often forged in scary, high-stakes cases—learning to push through imposter syndrome and rely on your preparation and judgment is a pivotal professional shift. "My entire approach to networking is not to think of it as networking. It's just authenticity." —  Randi Cohen Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Randi Cohen: Randi M. Cohen, Esq. is a labor and employment counselor and litigator at Kalmanson Cohen PLLC with nearly 20 years of experience representing individuals and businesses. Focused on practical, personalized problem-solving, she specializes in resolving workplace issues through strategic counseling and negotiation, while maintaining a formidable litigation practice in federal, state, and administrative tribunals across New York, New Jersey, and Pennsylvania when necessary. Widely sought after by small-to-medium businesses and individuals alike, Randi is an active author and member of the American Bar Association and the New York City Bar Association. Recognized as a New York Metro Super Lawyer, she holds a J.D., cum laude, from New York Law School and a B.A. from Muhlenberg College. Connect with Randi Cohen: Website: https://kalmansoncohen.com/ LinkedIn: https://www.linkedin.com/in/randimcohen-employmentlawyer/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Brett Trembly: Spend to Grow, Not Save to Spend in Your Law Firm 10.08.2026 35min
    What’s really holding your law firm back isn’t a lack of leads—it’s how you spend your time and handle the ones you already have. In this episode, you’ll learn how smart hiring, offshore staffing, and a professional intake process can free you from $10-an-hour tasks and unlock real, sustainable growth. In this episode, Steve Fretzin and Brett Trembly discuss: Mindset shift from saving to spending for growth Early-stage law firm struggles and first key hires Offshore staffing in Latin America and founding Get Staffed Up Broken intake systems and the client’s first experience with a firm Delegation, KPIs, and freeing managing partners from billable work Key Takeaways: Clinging to a “safe” bank balance before hiring often traps owners in low-value tasks and slows growth dramatically. Hiring support—especially before you feel fully ready—is usually the only way to stop doing admin work and start focusing on higher-value activities. Law firms frequently don’t need more marketing; they need to fix intake and conversion so leads actually become clients. A professional, structured intake process signals competence, builds trust, and can transform the client’s experience from chaotic to “white glove.” Using KPIs, scorecards, and results-focused metrics is more effective than obsessing over every minute your remote or salaried team members work. "Doing all the little things yourself prevents you from ever building up your money." — Brett Trembly Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Brett Trembly: Brett Trembly, Esq., is the founding partner of Trembly Law Firm in Miami, Florida, where he focuses on business law, franchise law, and commercial litigation under the firm's mission of "Protecting the Economy, One Business at a Time." He earned his Bachelor of Arts in Communication from Eastern New Mexico University in 2005 and his Juris Doctor from the University of Miami School of Law in 2008. In addition to managing his legal practice, Trembly co-founded Get Staffed Up, a virtual staffing company that provides offshore support personnel to law firms across North America, and authored books on business growth including 24 Months to Freedom and The Danger Zones. Active in the South Florida legal community, he has served as President of the Miami Kendall Bar Association and Vice-Chair of the Florida Bar 11th Circuit Grievance Committee, earning recognition as a Florida Super Lawyer and an Inc. 5000 honoree. Connect with Brett Trembly: Website: https://tremblylaw.com/ LinkedIn: https://www.linkedin.com/in/bretttrembly/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Elliot Johnson: Addition by Subtraction in Law Firm Marketing 06.08.2026 33min
    When everyone’s chasing the latest shiny marketing tactic, what does it look like to grow a law firm by doing less but better? In this episode, Elliot Johnson shares how “addition by subtraction,” disciplined strategy, and deep content can transform both your firm’s brand and your client experience. In this episode, Steve Fretzin and Elliot Johnson discuss: Addition by subtraction and prioritization in marketing Career journey into legal marketing and CMO role Jujitsu as a framework for leadership, patience, and strategy Personal branding for lawyers vs. firm branding Content, SEO, AI, and aligning marketing with client experience Key Takeaways: Focusing on a small number of high-impact initiatives—and cutting everything else—is often the fastest path to meaningful growth. Mastery in any discipline, whether jujitsu or marketing, comes from deliberate fundamentals, patience, and long-term commitment rather than quick wins. Lawyers who intentionally build personal brands online give clients confidence, create future career options, and support their firm’s broader marketing efforts. Aligning your external marketing promises with a genuinely strong client experience is essential for generating trust, five-star reviews, and referrals. Strategic, expert-driven content now serves not only human readers but also AI and search engines, making it a crucial long-term investment for any law firm. "We want them to be able to confidently recommend us." —  Elliot Johnson Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Elliot Johnson: Elliot Johnson is the Chief Marketing Officer of Angel Reyes & Associates, one of Texas’s fastest-growing personal injury law firms — and one of the few in the industry to build a truly world-class SEO and paid media operation entirely in-house. Where most firms outsource their digital marketing and hope for the best, Elliot has assembled and developed an elite internal team spanning paid search, SEO, content, local search, digital PR, and lead generation — with a hard focus on attribution, ROI, and performance that can be defended in a boardroom. His operating philosophy is AI-first and data-obsessed, built for a marketing landscape that is changing faster than most teams can keep up with. When he’s not optimizing campaigns or debating LLMs, Elliot is a professor of Brazilian jiu-jitsu and a cinephile with a watchlist that never gets shorter. Connect with Elliot Johnson: LinkedIn: https://www.linkedin.com/in/elliotjohnsonks/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • John Jakovenko: From Cash-Poor to Profitable with Law Firm KPIs and Systems 03.08.2026 34min
    Discover how small and midsize law firms can stop being “revenue rich but cash poor” by building real systems, leveraging AI, and tracking the right numbers. In this episode, you’ll hear how to plug profit leaks, tame AR, and design a law firm that runs like a business—not a burnout machine. In this episode, Steve Fretzin and John Jakovenko discuss: Career path from HR to fractional law firm COO Why systems are critical for efficient, profitable law firms Practical AI use cases for billing, timekeeping, and intake Revenue vs. cash flow, debt, and financial blind spots Lead capture, AR strategies, and creative pricing/payment models Key Takeaways: A law firm can have impressive revenue and still be “cash poor” if systems, expense control, and debt management are ignored. AI should be treated as a teammate, not a threat—offloading first drafts, admin tasks, time entry, and pre-bill review so attorneys can focus on higher-value work. Profitability depends heavily on cash velocity: how quickly work is billed and money actually hits the account, not just what’s on paper. Most firms waste a significant portion of their marketing spend because they lack proper lead capture, follow-up, and accountability metrics. Creative product mixes (e.g., adding flat-fee or subscription-style services) and structured payment plans can smooth out revenue and reduce financial stress. "You might be revenue rich but cash poor, and that comes from not having your systems in place, but it's also not knowing your numbers." —  John Jakovenko Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About John Jakovenko: John is a leading expert on all things business of law. Since 2006, John has devoted his career to law firm management, working with firms of all sizes and in various states. He also teaches the Association of Legal Administrators Business of Law HR courses as well as the HR section of the Legal Management Fundamentals course, helping new administrators navigate their first five years in law firms. Connect with John Jakovenko:  Website: https://jakovenko.io/ LinkedIn: https://www.linkedin.com/in/jakovenko/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Jamie Rubin: Why Legal Business Development Is a Marathon, Not a Sprint 30.07.2026 32min
    Discover how a jazz pianist turned niche entertainment work into a powerhouse advertising, privacy, and tech practice—and why treating business development as a marathon, not a sprint, has allowed him to build a loyal, decades‑long client base. In this episode, you’ll hear practical, battle‑tested strategies for specialization, client relationships, and training the next generation of rainmakers. In this episode, Steve Fretzin and Jamie Rubin discuss: Lawyer’s journey as a marathon, not a sprint Building a niche/specialist practice and moving firms Impact of legal operations, budgets, and alternative fee arrangements Personal branding vs. firm branding and the “Info Law Group way” Training younger lawyers in organized, non-salesy business development Key Takeaways: Treating a legal career like a marathon allows room for ebbs and flows in work while staying confident that consistent effort will pay off over time. Specializing deeply in a niche practice area or industry builds trust and makes it easier for clients to follow you, even when you change firms. Modern in‑house legal operations demand sharper budgeting, clearer estimates, and more flexible fee arrangements, forcing outside counsel to become better business partners. Strong client loyalty grows from genuine personal relationships—helping clients succeed, understanding how they are judged internally, and making them look good in front of their own stakeholders. Younger lawyers can learn business development by following a structured, organized process that avoids pushy “sales” tactics and instead focuses on thoughtful questions, careful listening, and well‑practiced messaging. "My big mistake is not truly understanding my client's perspective." —  Jamie Rubin Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Jamie Rubin: Jamie Rubin is an advertising, technology, and privacy lawyer who guides clients through bringing traditional and emerging campaigns from initial concept to execution. Ranked as a Leader by Chambers and Partners and recognized by Best Lawyers, his practice covers national and digital advertising, celebrity agreements, sweepstakes, social media marketing, and claim substantiation. Certified as an Artificial Intelligence Governance Professional (AIGP) and a member of the International Association of Privacy Professionals (IAPP), Jamie previously practiced as a partner at Wildman Harrold Allen & Dixon LLP and was named one of the "40 Illinois Attorneys Under 40 To Watch" by Law Bulletin Publishing Company. Connect with Jamie Rubin:  Website: https://www.infolawgroup.com/jamie-rubin LinkedIn: https://www.linkedin.com/in/jrubinadlawyer/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Niraj Chhabra: Avoiding the Biggest Money Mistakes High-Earning Lawyers Make 27.07.2026 34min
    Even high-earning attorneys can feel financially stuck when taxes, lifestyle creep, and poor planning collide. In this episode, you’ll learn how to fix the most common money mistakes lawyers make and build a financial plan that actually supports your life and career. In this episode, Steve Fretzin and Niraj Chhabra discuss: Taxes as the biggest financial pitfall for attorneys Lifestyle creep and savings habits for high earners Balancing kids’ education, family support, and retirement Retirement, deferred compensation, and long-term care planning Unique financial challenges for solo and small-firm lawyers Key Takeaways: Taxes are often the largest and most overlooked threat to an attorney’s long-term wealth, especially when income rises, but tax strategy doesn’t evolve. As income increases, spending almost always follows—but savings rarely keep pace unless it’s structured and intentional. Funding children’s education and big life events is important, but it must be weighed against the very real risk of extending your own working years. Tools like deferred compensation plans, 529s, and properly structured insurance can dramatically improve both tax efficiency and retirement outcomes when used correctly. Solo and small-firm lawyers face unique cash flow and risk issues and need different emergency reserves, retirement structures, and income protection than firm employees. "You should have three to six months' worth of expenses set aside in cash. If you're a solo, you need 12 to 36..." — Niraj Chhabra Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Niraj Chhabra: Niraj Chhabra is the Managing Director of SideBar Advisors. Before launching the firm in 2022, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops. Connect with Niraj Chhabra:  Website: https://sidebaradvisors.com/ Show: https://sidebaradvisors.com/podcast/ LinkedIn: https://www.linkedin.com/in/nirajchhabra/ LinkedIn: https://www.linkedin.com/company/sidebaradvisors/ Facebook: https://www.facebook.com/SideBarAdvisors/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Cheryl Donaldson: Culture, Mentorship, and Keeping Young Lawyers From Walking Out 23.07.2026 33min
    High-performing young lawyers are more willing than ever to walk if a firm won’t invest in them. In this episode, Steve and Cheryl unpack what it really takes to build a culture of connection, mentoring, and resilience that keeps top legal talent thriving instead of burning out. In this episode, Steve Fretzin and Cheryl Donaldson discuss: Mark Twain quote, risk-taking, and non-linear careers Early travel, psychology training, and “Lead from the Soul” Parenting, modeling behavior, and long-game training with kids How Gen Z and young associates think about big law, AI, and mobility Law firm culture, connection vs. disconnection, and practical retention strategies Key Takeaways: Taking risks and embracing non-linear career moves creates depth, perspective, and resilience that ultimately make professionals more effective and fulfilled. Whether with children or associates, change comes from consistent training over time, not one-off conversations or quick fixes. The newest generation of lawyers is highly thoughtful about how they want to live and work—and they will leave if a firm’s culture doesn’t align with their values. Connection, structure, and clear expectations are the three pillars of a healthy firm; without all three, feedback and performance demands quickly backfire. In a tech-heavy, hybrid world, leaders must intentionally replace lost in-person contact with deliberate relational touchpoints if they want loyalty, sustainability, and long-term talent. "They're going to be confident to leave if they're not getting what they need or what they want. They're going to be mobile." —  Cheryl Donaldson Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Cheryl Donaldson: Cheryl Donaldson is a licensed marriage and family therapist, consultant, international speaker, and author of Lead from the Soul. Drawing on more than 30 years of clinical experience, she works with individuals, organizations, and legal professionals to strengthen leadership, wellbeing, and workplace culture through the integration of psychology, spirituality, and self-leadership. Connect with Cheryl Donaldson: Website: https://cheryldonaldson.com/ LinkedIn: https://www.linkedin.com/in/cheryl-donaldson-ma-lmft-lcpc-3b9254292/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Chaka Patterson: How Outside Counsel Can Win (and Keep) In‑House Clients 20.07.2026 35min
    When in-house counsel are “hair on fire” busy and severely resource constrained, why should they choose you as outside counsel? In this episode, you’ll hear a former GC and big‑law partner break down exactly how to become the trusted, go‑to lawyer that general counsel actually want to hire and introduce to their peers. In this episode, Steve Fretzin and Chaka Patterson discuss: Adaptability and rainmaking in a changing legal market The real day-to-day life of in-house counsel What GCs value most in outside counsel relationships Using investment banker and consultant strategies for BD Deepening and expanding relationships inside client organizations Key Takeaways: Long-term success in private practice is less about raw legal talent and more about adaptability, relationship depth, and how well you understand your clients’ business realities. In-house counsel are often overwhelmed and resource-constrained, so outside lawyers who proactively leverage their firm’s tools, people, and knowledge to lighten that load stand out quickly. Treating in-house lawyers as whole people—with careers, families, and aspirations—rather than as “a piece of business” is a major differentiator and often the true reason work moves firms. The best rainmakers think like investment bankers and management consultants: they invest early in relationships, arrive with insight (not “What’s keeping you up at night?”), and burrow into organizations so they’re never reliant on a single contact. Asking satisfied clients for warm introductions—and systematizing how those introductions are made and followed up—turns existing matters into a steady pipeline of new in-house relationships. "Anytime you can help somebody solve a problem of any kind, you have delivered real value." —  Chaka Patterson Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Chaka Patterson: Chaka Patterson is an experienced attorney and business strategist with over three decades of leadership spanning private practice, public service, and corporate executive roles. Highly educated with degrees from Amherst College, Harvard Law School, and the University of Chicago (M.B.A.), he has served as a partner at leading law firms and held key executive roles, including General Counsel at Adtalem Global Education and Vice President of Treasury and Investor Relations at Exelon Corporation. Today, he leverages this deep expertise in law, finance, and corporate governance through Chaka Strategy, where he coaches and advises legal professionals navigating complex career and business transformations. Connect with Chaka Patterson: Website: https://chakastrategy.com/ LinkedIn: https://www.linkedin.com/in/chaka-patterson/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Jeff Arnold: Automating the Admin Chaos Holding Law Firms Back 16.07.2026 32min
    Stop wasting billable hours on admin work. In this episode, you’ll learn how to identify hidden bottlenecks in your firm and turn them into reliable automations that save you hours every week—without tripping over AI ethics or security rules. In this episode, Steve Fretzin and Jeff Arnold discuss: Process mapping before automation and AI Common admin bottlenecks in law firms and HR Practical examples of email, billing, and document automations ABA Formal Opinion 512 and AI risk in legal workflows Agents vs. workflows and why most firms aren’t ready for agents yet Key Takeaways: Automation should be built on top of clearly mapped, efficient processes; otherwise, it only helps you make mistakes faster. The best automation wins often come from small, repetitive tasks—like email responses, filing documents, or parsing PDFs—that quietly consume hours every week. Many legal professionals underestimate how much of their day is administrative; even saving ten minutes per day can translate into an extra workweek of time each year. There is a critical distinction between automation and generative AI in law: once client data touches AI, additional ethical and security requirements are triggered. Most firms don’t have an “agent” problem; they have a workflow problem—reliable, well-defined automations should come first, with AI layered in only where it truly adds value. "The most important thing is to get your processes down and get a solid foundation. Work on automation first, then you can work on implementing AI." —  Jeff Arnold Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Jeff Arnold: Jeff Arnold is the Founder and President of 4Spot Consulting, an automation and AI implementation firm, and a two-time Amazon Best-Selling author. With more than 20 years implementing automation and 40 years of leadership experience, Jeff helps law firms and professional services teams find and eliminate the manual, repetitive work that quietly drains billable hours, then convert that reclaimed time back into high-value, client-facing work. His core message: technology doesn't replace your people; it elevates them. Through his flagship keynote, "Stop Logging. Start Leading.," Jeff shows organizations how to reclaim 25% of their work week through strategic automation. Connect with Jeff Arnold: Website: https://4spotconsulting.com/ LinkedIn: https://www.linkedin.com/in/jwarnold/ Book (The Automated Law Firm) - Pre-register: The-Automated-Law-.com OpsMap™ Quick Audit - a one-pager to help people get started: https://4spotconsulting.com/opsmap-quick-audit/ Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.
  • Alex Karasik: From Zero Clients to Rainmaker Through Relentless Preparation 13.07.2026 37min
    How did a young partner go from “no plan, no book” to doubling his business year over year—without ever feeling like a salesperson? In this episode, you’ll hear how deliberate preparation, mentors, and genuine relationships can transform a legal career into a true rainmaking engine. In this episode, Steve Fretzin and Alex Karasik discuss: Family values and early influences on career and character The power of preparation and the Muhammad Ali mindset Learning business development from elite mentors Relationship-based rainmaking and “sales-free” selling Starting early: advice for law students and young lawyers on BD Key Takeaways: Success in law—whether in the courtroom or in business development—is largely determined by the preparation you do when no one is watching. Treating business development as relationship-building and problem-solving, rather than “selling,” removes the anxiety many lawyers feel around sales. A strong network, built on kindness, favors, and “mitzvahs” with no expectation of return, often becomes the foundation of a durable book of business. Carving out protected time for business development—evenings, early mornings, or weekends—is essential if you want to stop “running someone else’s race.” The biggest regret for many successful lawyers is not starting earlier: law school and even college are not too soon to begin building a network and presence. "If you don't make time for business development, it's not going to happen. It's not something that just happens by chance or by luck." —  Alex Karasik Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers. Ready to go from good to GOAT in your legal marketing game? Don’t miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Alex Karasik: Alex W. Karasik is a core member of Duane Morris’ Class Action Defense Team and multiple artificial intelligence committees, specializing in high-stakes employment law and privacy matters. He represents a diverse clientele—ranging from Fortune 500 multinational organizations to local Chicagoland businesses—across major industries including hospitality, technology, healthcare, and manufacturing. Recognized as an industry thought leader, Mr. Karasik's legal analysis has been featured in Forbes and Law360, and he has been honored as a Super Lawyers “Rising Star” (2024–2026) and in Best Lawyers “Ones to Watch.” Prior to his seven years as an associate at an international law firm, he earned his J.D. from Notre Dame, where he served as President of the Sports, Communication & Entertainment Law Forum. He also holds a Master of Communication Management and a Bachelor of Arts from the University of Southern California, where he spent over five years working with the USC Trojans football team under Coach Pete Carroll. Connect with Alex Karasik:  Website: https://www.duanemorris.com/attorneys/alexkarasik.html Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: [email protected] 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.

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