In this post-Summit episode, Jim shares timely strategies to help you keep your firm’s momentum strong through summer and beyond.
This episode tackles a common issue many firms face after successful marketing: what to do next.
Jim dives into how to transform leads into consultations by empowering your team to follow up with energy, excitement, and clarity. He also walks through summer-specific strategies to avoid the seasonal slowdown.
From scheduling workshops and webinars in advance, to recording FAQ-style videos now to use during quieter months, he gives practical ideas that keep your pipeline full—even when the office is half-staffed.
Plus, he shares tips on creating or reviving lead magnets, refreshing your CRM automations, and batching social media content so your marketing never sleeps—even if you do.
If you want to finish 2025 strong, this episode is your roadmap.
**BAMBIZ RESOURCES**
📚 "Future Focused Growth: Unlocking Estate Planning and Elder Law Success through Marketing, Client Relations, and Technology": https://a.co/d/3LbL8Gg
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