151: There’s Riches in the Niches … Jay Berkowitz Interviewed by Ivy Slater
It’s amazing what can happen when one good conversation sparks a flood of opportunity.
I sat down with Ivy Slater on her Her Success Story podcast to talk shop—from how I broke into marketing with brands like McDonald’s and Coca-Cola to building Ten Golden Rules into a top digital marketing agency for lawyers. We covered how AI is rewriting the rules of digital marketing, the smartest way to niche down, and why answering client questions is the most underrated SEO strategy out there. I also walk through my favorite ChatGPT prompt formula and how it helped me hire my new EOS Integrator (COO). This episode was too packed with strategy to keep to just one audience—so I’m sharing it here with you.
Key Topics
04:04 – How Jay’s unexpected start in advertising led to big-name roles at McDonald’s and Coca-Cola
06:45 – What early internet marketing looked like—and how Jay helped pioneer it with $40M in ad spend
08:23 – How a top 10 list turned into a personal brand and eventually launched Ten Golden Rules
10:38 – Why narrowing focus to law firms helped Jay’s agency triple in size
13:47 – How Google’s new AI search changes affect visibility for law firms and content creators
15:50 – What it takes to appear in AI Overviews (and why blog posts and videos still matter)
18:23 – The easiest way lawyers (or any pro) can turn client questions into powerful marketing
20:10 – Jay’s CRIT formula for getting smarter, more strategic output from ChatGPT
23:38 – How he used AI tools to evaluate candidates and confidently hire a new integrator
Resources Mentioned
Books
- Traction by Gino Wickman – https://a.co/d/1igrpma
- The E-Myth Revisited by Michael E. Gerber – https://a.co/d/24vGLrs
Technology / Software
- Fathom AI – AI meeting assistant that records, transcribes, and summarizes Zoom calls – https://fathom.video
- Predictive Index (PI) – Behavioral assessment used for hiring and team alignment – https://www.predictiveindex.com
- Crystal Knows – DISC-based personality insights using online profiles like LinkedIn – https://www.crystalknows.com
- ChatGPT (GPT-4, Paid Version)- Advanced AI used for hiring analysis and content generation – https://chat.openai.com
About our Guest:
Ivy Slater is the CEO of Slater Success, where she advises C-suite executives and senior managers on strategic sales growth and team performance. With over 25 years of experience, Ivy helps B2B and high-end B2C organizations improve relationship-driven sales, often boosting results by up to 40% in six months or less.
A former owner of a seven-figure printing company in NYC, Ivy now works with leaders to revitalize sales strategies, build team synergy, and exceed revenue goals. She’s a sought-after speaker, host of the Her Success Story podcast, and bestselling author of Conquering Your Fear of Money and From the Barre to the Boardroom.
Her relationship-first approach empowers organizations to align teams, clarify objectives, and drive sustainable success.
About Jay Berkowitz:
Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald’s Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.
Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.
Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.
Connect with Ten Golden Rules
Subscribe to Ten Golden Rules on YouTube
Check out our webinars on TenGoldenRules.com
Connect with Ten Golden Rules on LinkedIn
Follow Ten Golden Rules on Facebook
Connect with Jay Berkowitz on LinkedIn
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Transcript
So I had a PI for my five top candidates. I had a
Jay Berkowitz:transcription of the interview, and the final tool I used is a
Jay Berkowitz:tool called Crystal nose, which uses AI to create a DISC profile
Jay Berkowitz:from the person's LinkedIn and other online tools. So I had a
Jay Berkowitz:transcription of an interview, a PI and a DISC profile which
Jay Berkowitz:matched the candidates with my DISC profile. And so I gave
Jay Berkowitz:chat, GPT, , C, R, I T, context, role, interview task. I
Jay Berkowitz:said the context is, I'm hiring an integrator. And I uploaded
Jay Berkowitz:the job description of the integrator, and I explained that
Jay Berkowitz:this is part of traction and this great book by Gina Whitman.
Jay Berkowitz:And I said, your role is you're a hiring consultant. You're one
Jay Berkowitz:of the top hiring consultants in the entire world, and you have
Jay Berkowitz:expertise in disc profiles and predictive index, and you're
Jay Berkowitz:going to help me find the right match for my personality and
Jay Berkowitz:this role and the 10 golden rules company, and it's built a
Jay Berkowitz:lot of knowledge about Jay Berkowitz and the 10 golden
Jay Berkowitz:rules company, because I've been using the 4.0 the paid version
Jay Berkowitz:of chat GPT, we do as well. I said, interview me. Ask me up to
Jay Berkowitz:five clarifying questions before you complete your task. And the
Jay Berkowitz:questions are fantastic. Do you want this person for a short
Jay Berkowitz:period of time, or do you want them to be a long term member of
Jay Berkowitz:your team in a really? Is it? Is
Ivy Slater:it a freelance gig? Is it a short term gig? Is it a
Ivy Slater:hybrid, right? Or, or is it a long term commitment?
Jay Berkowitz:And chat, GPT asked me that question because I
Jay Berkowitz:asked it to interview me to clarify. And finally, the task
Jay Berkowitz:was to rate the candidates by the criteria outlined in the job
Jay Berkowitz:interview. And the results were phenomenal. Take your breath
Jay Berkowitz:away.
Jay Berkowitz:Well, good morning, good afternoon, good evening,
Jay Berkowitz:whatever time this podcast finds you, welcome to the 10
Jay Berkowitz:GoldenRules of Internet Marketing for Law Firms Podcast.
Jay Berkowitz:I'm Jay Berkowitz, founder of 10 Golden Rules, author of this
Jay Berkowitz:book, The 10 Golden Rules of Online Marketing. And normally
Jay Berkowitz:I'm the one doing the interviewing on these podcasts.
Jay Berkowitz:But today I'm being interviewed by Ivy Slater, and this was done
Jay Berkowitz:for her podcast. But she's an amazing woman. She was a part of
Jay Berkowitz:our 10 golden rules tgr live conference that we held in
Jay Berkowitz:March. She'll be back again next March. I hope, because she's
Jay Berkowitz:awesome, you guys are going to love her. And this is a little
Jay Berkowitz:different. She's interviewing me, so today you get to hear a
Jay Berkowitz:little bit more from me. Hope that's okay, and if you like it,
Jay Berkowitz:do us a favor. Subscribe Like whatever podcast vehicle you're
Jay Berkowitz:listening to, iTunes, podbeam on YouTube. Love you for a
Jay Berkowitz:subscription and a five star review. Anyways, here we go with
Jay Berkowitz:me being interviewed by Ivy.
Ivy Slater:Hi, it's Ivy Slater. Welcome to today's episode of
Ivy Slater:her success story. I am so excited. You are joining us
Ivy Slater:during this legal resource podcast series. This is a first
Ivy Slater:time ever, the first time we've done a series. We've done many
Ivy Slater:series around legal, but we have not done a series with all kinds
Ivy Slater:of legal resources. So for those listeners who are about to say,
Ivy Slater:Oh, I'm not legal, I'm going to skip this one. Hold it. Stay
Ivy Slater:right there. Everything we're talking about today and in the
Ivy Slater:series is applicable to all other industries today. We're
Ivy Slater:talking about marketing, we've talked about AI, we've talked
Ivy Slater:about hiring. All of this is important in all industries.
Ivy Slater:We're focusing it on legal, because a lot of these people
Ivy Slater:are involved in the legal but the content itself is helpful.
Ivy Slater:So stay tuned as I introduce you to Jay Berkowitz, who's a dear
Ivy Slater:friend, colleague and a leader of love meters, somebody that I
Ivy Slater:follow, somebody who I learn from, and I think that's
Ivy Slater:important. I think we're all no matter where we are in our
Ivy Slater:careers, in our leadership journeys, in our
Ivy Slater:entrepreneurship journeys, we should always be in the journey
Ivy Slater:of learning. Jay is the founder and CEO of 10 golden rules
Ivy Slater:Internet Marketing for law firms. He also has a 10 golden
Ivy Slater:rules podcast, and he's a author of numerous books. He has been
Ivy Slater:in this industry for over 25 years, and day, out of
Ivy Slater:politeness to both of us, I'm going to cut it off at 25 for
Ivy Slater:the book. Two of us, welcome you. Had a great event, 10
Ivy Slater:golden rules that I was fortunate to be at. I met great
Ivy Slater:people, and most importantly, I learned so I always have to ask
Ivy Slater:and jumping in, how'd you get into this thing? How'd you get
Ivy Slater:into this industry? How'd you get into legal marketing? How'd
Ivy Slater:you get into digital content? Where'd this come from?
Jay Berkowitz:Well, first of all, thank you so much for the
Jay Berkowitz:introduction. Maybe next year at the tgr live conference you
Jay Berkowitz:could do my intro, because that was one of the best ever. You
Jay Berkowitz:got it, I'll be back. Your kind words. So I guess I started out.
Jay Berkowitz:I worked in research and summer jobs, and I met this guy who had
Jay Berkowitz:an ad agency, and we were doing a project with him. We traveled.
Jay Berkowitz:It was like all these guys did was have fun and cover they're
Jay Berkowitz:interviewing people about what they thought about TV
Jay Berkowitz:commercials. It was all really cool. I. So I went and asked him
Jay Berkowitz:for a job once I graduated, and he said, Well, we just lost an
Jay Berkowitz:account to these guys across town go see them, and I got this
Jay Berkowitz:great job on the McDonald's restaurants account.
Ivy Slater:Wow, that's, that's a hell of a job after college.
Jay Berkowitz:So my first job full time I was, we were
Jay Berkowitz:actually doing advertising and marketing. We were doing TV
Jay Berkowitz:commercials, radio billboards, and this was up in Canada. And
Jay Berkowitz:then I went on to skip a few steps to be the Director of
Jay Berkowitz:Marketing at McDonald's restaurants of Canada. Got a $40
Jay Berkowitz:million budget, and then I went to Coca Cola, worked on the,
Jay Berkowitz:maybe the longest marketed brand in history. It was amazing. It's
Jay Berkowitz:very hard to come up with a new idea that they hadn't tried
Jay Berkowitz:before.
Ivy Slater:I have to say, learning, following like icons,
Ivy Slater:like Coca Cola, in their marketing journeys, yeah, in
Ivy Slater:what they do over the years is an education in itself. And now
Ivy Slater:I know why you're also an adjunct professor at times,
Jay Berkowitz:right? So anyways, great experiences. And
Jay Berkowitz:then the internet came along, and I'm working at Coca Cola,
Jay Berkowitz:and they wouldn't let us do anything fun with the website.
Jay Berkowitz:We only played the coke jingle on the website, and Pepsi had
Jay Berkowitz:these fun, interactive games. And I'm like, we really have an
Jay Berkowitz:opportunity here. So I took a job with Sprint as a director of
Jay Berkowitz:marketing in the early days of internet, getting people their
Jay Berkowitz:first emails, getting companies their first websites, and
Jay Berkowitz:parlayed that into a job opportunity in United States.
Jay Berkowitz:Thank you. To eat diets. Com sponsored me into this great
Jay Berkowitz:were selling online diets in:Jay Berkowitz:was very early, you know. And
Ivy Slater:obviously I was thinking that is, this is the
Ivy Slater:early days:Ivy Slater:marketing. Yeah,
Jay Berkowitz:Google was in beta. Mark Zuckerberg was in
Jay Berkowitz:high school. We were spending $40 million running banner ads
Jay Berkowitz:on MSN, AOL and Yahoo, and bringing over 100,000 people a
Jay Berkowitz:day to the website. But we're doing very sophisticated
Jay Berkowitz:internet marketing. We're doing AB testing. I produced a new
Jay Berkowitz:banner ad campaign every week because we were burning out the
Jay Berkowitz:ads. We're spending so much money, the average lot of work,
Jay Berkowitz:the average target, like we, 92% female, would see our banner ads
Jay Berkowitz:like nine, nine to 10 times per week. And back, you know, yeah,
Ivy Slater:back in the day, Slater graphics, my old printing
Ivy Slater:company. Our email address was AOL. I saw those great and I was
Ivy Slater:your female target 1,000%
Jay Berkowitz:and everybody saw them because we were just a huge
Jay Berkowitz:advertiser. And again, it was the early days when you're
Jay Berkowitz:spending $40 million so I had all this tremendous experience
Jay Berkowitz:where I got to find out what banner ads got clicks, what
Jay Berkowitz:landing pages worked. We tried different offers, we tried
Jay Berkowitz:different sales funnels, we did different website designs,
Jay Berkowitz:different colors, different emails. We had a huge email
Jay Berkowitz:list, over 10 million names, and we did subject line tests every
Jay Berkowitz:day. We were very, very at that time, yeah, very sophisticated,
Jay Berkowitz:very early on, yeah, and I was asked to speak at the Direct
Jay Berkowitz:Marketing Association to tell our story. And I said, Well, I
Jay Berkowitz:would love to tell our story, and I will give you a bunch of
Jay Berkowitz:great e diets case studies, but I also want to build my own
Jay Berkowitz:personal brand. And so I came up with this concept of the 10
Jay Berkowitz:golden rules, because I was always big on priority list and
Jay Berkowitz:top 10 List. Matter of fact, we had a great top 10 list at E
Jay Berkowitz:diets, and we were trying to do over 100 projects. And I said,
Jay Berkowitz:let's focus and we we picked our top 10 list, and the first one
Jay Berkowitz:was to launch the Atkins diet. We got to deal with Doctor
Jay Berkowitz:Atkins before he died, and that was unbelievably successful. And
Jay Berkowitz:then we launched efit and the
Ivy Slater:Zonday, okay, I knew people who bought that from you,
Ivy Slater:yeah. So the
Jay Berkowitz:focus was fantastic. And so I love top 10
Jay Berkowitz:lists, and so I wrote the 10 golden rules of online
Jay Berkowitz:marketing, and I spoke at this Direct Marketing Association,
Jay Berkowitz:and five or six people came running up to me at the end. And
Jay Berkowitz:so we have to hire you as a consultant. And my business was
Jay Berkowitz:really born right there that day.
Ivy Slater:Sometimes it always takes it takes initiative, which
Ivy Slater:is what you took you had a vision. It's like, okay, instead
Ivy Slater:of just doing it for this company, I'm going to do it. I'm
Ivy Slater:going to create a personal brand. And there's always, and
Ivy Slater:this is a whole nother podcast interview that Jay and I think
Ivy Slater:what I'd love to do with you one day is talking about developing
Ivy Slater:your personal brand within your business brand. Let's stay on on
Ivy Slater:the marketing though today, in making that the bold move right
Ivy Slater:of creating 10 golden rules as the title of the speech, and
Ivy Slater:then it created a company that day. How did that transform into
Ivy Slater:what you're doing today? All these years later, we
Jay Berkowitz:niche agency, because back in:Jay Berkowitz:people really didn't understand, like you're only doing digital,
Jay Berkowitz:but I knew what I was trying to hire at E diets. We wanted
Jay Berkowitz:someone who under. Strategy. And I had the Coca Cola, the sprint.
Ivy Slater:You had the background there from your from
Ivy Slater:your previous jobs, that makes sense,
Jay Berkowitz:and the technology, and obviously it
Jay Berkowitz:knew how to drive traffic to a website and convert traffic to
Jay Berkowitz:paying customers in the very early days. So I had what I was
Jay Berkowitz:looking for. I created that agency, and we grew very
Jay Berkowitz:steadily, doubling every year, and very, very successful, until
Jay Berkowitz:maybe six or seven years ago, when all of a sudden, there was
Jay Berkowitz:not all of a sudden, but in 15 years, there was a lot of
Jay Berkowitz:competition, and there was a lot of people who did what we did.
Jay Berkowitz:So it
Ivy Slater:started as the lone wolf, right? Yeah. Yeah, truly
Ivy Slater:building, like highway 66 cross United like, I like that. You
Ivy Slater:were creating the path, and it was, oh, wow, this is good. We
Ivy Slater:got to get into it. And it becomes crowded. And by the way,
Ivy Slater:I'm just going to chime in here, coming from being a printer 20
Ivy Slater:years ago and being in a very crowded industry, moving into
Ivy Slater:consulting and coaching, and that was a very nobody knew it.
Ivy Slater:And now can be people say, Well, it's pretty crowded. Being
Ivy Slater:crowded never, ever scares me. It just helps us niche focus and
Ivy Slater:do our best, and there's enough business for all. So you were
Ivy Slater:noticing a lot of people were jumping on your road.
Jay Berkowitz:I always joke like walking a Starbucks, and
Jay Berkowitz:we'd see two kids crowd around a Mac and they had a social media
Jay Berkowitz:agency, and literally, that's anywhere in the country. So we
Jay Berkowitz:decided to niche down even further. We've looked at our
Jay Berkowitz:business and we had about 40% of our business was lawyers. We'd
Jay Berkowitz:worked with lawyers for 17 or 18 years, and about 40% of our
Jay Berkowitz:business was seminar and event companies. And the lawyers were
Jay Berkowitz:much better clients. First of all, they're business people,
Jay Berkowitz:and second of all, they're really good at paying their
Jay Berkowitz:bills. And the seminar and event guys in town and paying the
Jay Berkowitz:bills was optional. They just changed their name and come back
Jay Berkowitz:to town five years later. So we decided to go all in with
Jay Berkowitz:lawyers about six years ago, and it's been great. We've tripled
Jay Berkowitz:the company in that time.
Ivy Slater:So when I also I work, I don't work exclusively
Ivy Slater:in the legal field, but I have probably about 70% of my clients
Ivy Slater:are in the legal field. Okay, I will say it is lawyers are
Ivy Slater:great. They understand the importance of making decisions
Ivy Slater:and executing because they unders. It's part of their
Ivy Slater:process and part of their training when you work with law
Ivy Slater:firms. Now, are there specific niches now, you know, because
Ivy Slater:we're talking about niching down, niching down and niching
Ivy Slater:down. So I always have to ask, as you have niched into the
Ivy Slater:legal field and into working with law firms, is there any
Ivy Slater:further niching or what have you learned?
Jay Berkowitz:Well, we have some great clients in other
Jay Berkowitz:practice areas, and we love it for the variety, but probably
Jay Berkowitz:70% of our business is personal injury. I mean, let's face it,
Jay Berkowitz:the guys on TV and with the billboards, they have the
Jay Berkowitz:incentive to spend the money online, and those are our
Jay Berkowitz:biggest clients.
Ivy Slater:It's It's fascinating. I always say I was
Ivy Slater:driving from a client. So for those listeners who don't know
Ivy Slater:I'm in the New York area, or new to her success story. I'm in the
Ivy Slater:New York area. So for those local in the New York area, I
Ivy Slater:was driving up the Jersey Turnpike from a client. And
Ivy Slater:speaking of billboards and personal injury, right? You can
Ivy Slater:almost drive off the road and have a personal injury because
Ivy Slater:of the amount of billboards related to personal injury. So
Ivy Slater:what do you see different anything going on in the
Ivy Slater:or new? What are we seeing in:Ivy Slater:that the legal profession on people in investing in digital
Ivy Slater:marketing need to know?
Jay Berkowitz:Well, I think it's the same in every industry,
Jay Berkowitz:and it's how AI is affecting the business. But the one thing that
Jay Berkowitz:I've been spending a lot of time trying to figure out in the last
Jay Berkowitz:six months or so, Google is now showing AI overviews, which are
Jay Berkowitz:AI search results. It's like a chat GPT where Google's
Jay Berkowitz:compiling the answer, and so you don't necessarily have to go to
Jay Berkowitz:a website to find the answer. So we're in the business of getting
Jay Berkowitz:people to go to our clients websites, and this is a really
Jay Berkowitz:significant impact on the industry. Now so far, the good
Jay Berkowitz:news is that there's about 30% of the searches now where Google
Jay Berkowitz:will show an AI overview, and frankly, is about 10% of search
Jay Berkowitz:that's going directly to chat GPT or another LLM, large
Jay Berkowitz:language model. So it's definitely upsetting the apple
Jay Berkowitz:cart. But the good news is that most of those searches are what
Jay Berkowitz:we call top of the funnel, when someone just starts doing the
Jay Berkowitz:research. So if you have a car accident, your first search
Jay Berkowitz:might be, do I need a lawyer for a car accident? And those. Kind
Jay Berkowitz:of searches, generally didn't lead to a conversion to a client
Jay Berkowitz:signing up because they're just doing initial research, but
Jay Berkowitz:there is an opportunity to capture those, and we've
Jay Berkowitz:developed some methodologies to come up in those AI overviews
Jay Berkowitz:results, because even Google on their AI results and chat. GPT
Jay Berkowitz:now show links to websites and they reference their homework, I
Jay Berkowitz:say, where they show the link to the websites they use to compile
Jay Berkowitz:the answer. So the way we're capitalizing on that is we're
Jay Berkowitz:answering a lot of questions in our SEO. Our lawyers are
Jay Berkowitz:answering questions on video. We're answering questions and
Jay Berkowitz:blog posts, and we're getting those answers in the form of
Jay Berkowitz:blogs, YouTube videos to come up in the search results, and
Jay Berkowitz:people will go to the web page watch the video to help answer
Jay Berkowitz:the question. So we are generating a lot of traffic in
Jay Berkowitz:this new change, but it's definitely the wild west of
Jay Berkowitz:search, and I've heard a quote the other day. I think it was
Jay Berkowitz:Sundar Pichai, who's the Google CEO, right? He said that AI is
Jay Berkowitz:really like electricity in terms of a major change in society.
Jay Berkowitz:But think of that. He didn't say it's like the internet. He said
Jay Berkowitz:it's like electricity, the wheel, the industrial
Jay Berkowitz:revolution, electricity and AI like a much bigger deal than
Jay Berkowitz:Internet. So it's very, very significant how it's going to
Jay Berkowitz:impact our lives going forward.
Ivy Slater:You know, I happen to agree, and I think it's a
Ivy Slater:matter of all of us learning how to use AI and how AI can be an
Ivy Slater:asset and not a hindrance, because if we shy away, we're
Ivy Slater:going to be left behind and and that's important. It's
Ivy Slater:important. I remember every time like you had the onset of
Ivy Slater:digital marketing, you jumped in early, right there, there is,
Ivy Slater:there was digital printing. There was right there was the
Ivy Slater:onset, the change from back in the day, from mechanicals to
Ivy Slater:doing things on the computer and creating artwork on the
Ivy Slater:computer. We have there's always been this evolution. And my true
Ivy Slater:belief is, lean in and learn
Jay Berkowitz:exactly, maybe 80 and you're going to the office
Jay Berkowitz:just to keep yourself occupied. Maybe you don't need to learn AI
Jay Berkowitz:now. You don't need to become an AI company overnight, but I
Jay Berkowitz:would encourage you do some experimenting. You gotta play
Jay Berkowitz:around with chat, GPT and AI overviews and some of the legal
Jay Berkowitz:products that deliver AI solutions to write demand
Jay Berkowitz:letters for you, do research for you. So it's inherent upon all
Jay Berkowitz:of us to learn a little bit and not be a Luddite and reject the
Jay Berkowitz:technology.
Ivy Slater:I happen to agree with you. Now, let me ask you
Ivy Slater:this in moving jumping forward. Okay, we're about halfway
Ivy Slater:through the year now that we're doing this legal research
Ivy Slater:series. What are one or two things listeners can do today
Ivy Slater:that we should be learning or asking questions about, and
Ivy Slater:sometimes it's gee, if I should only ask this, think about the
Ivy Slater:information I'll get when I as I delve in for those answers,
Ivy Slater:whether it be AI or wherever.
Jay Berkowitz:I guess, the two answers that come to mind I
Jay Berkowitz:touched on a minute ago is everybody should be answering
Jay Berkowitz:questions, and the simplest form of that is just keep a list on
Jay Berkowitz:your desk. And every time a client asks you a question or a
Jay Berkowitz:prospect, write it down and then answer it in the form of a blog
Jay Berkowitz:post, or even better, as I said, do a video and like our YouTube
Jay Berkowitz:channel is up over a million views now, so congratulations.
Jay Berkowitz:It's incredibly valuable to our business now. It's a great asset
Jay Berkowitz:that sends us opportunities every single day answer
Jay Berkowitz:questions in the form of a video or a blog post, or even if
Jay Berkowitz:you're in B to B, like yourself and myself, post it on LinkedIn
Jay Berkowitz:as a LinkedIn article. And then I use the term cascade content.
Jay Berkowitz:So like a river goes over a waterfall and forms smaller
Jay Berkowitz:waterfalls and tributaries and little pools of water. It's
Jay Berkowitz:called cascading take that video or that blog post, hire a twin
Jay Berkowitz:turn, which is a Twitter intern, and you can get young folks who
Jay Berkowitz:are looking to build their portfolio, or just kids looking
Jay Berkowitz:for part time work and for 50 or 100 bucks a month. They'll take
Jay Berkowitz:that weekly answer and they'll put it for you on Facebook, on
Jay Berkowitz:LinkedIn, on Twitter, on Instagram, so you don't have to
Jay Berkowitz:do the cascading, and you don't have to know which side the size
Jay Berkowitz:the image should be on Facebook and Instagram. But find someone
Jay Berkowitz:like a journalism student or someone who could do that for
Jay Berkowitz:you. But all you have to do, in a very simple way, is answer one
Jay Berkowitz:question a week. The second thing. Tip I'll give you is a
Jay Berkowitz:very advanced chat GPT strategy that I've been using that's
Jay Berkowitz:really fantastic. And it
Ivy Slater:starts to write it down. Yeah, I get this
Ivy Slater:recording. I get the writer downer. Okay,
Jay Berkowitz:it starts with the acronym CR, I T. And
Jay Berkowitz:basically what you're going to do is give chat GPT, or any of
Jay Berkowitz:the tools you could use, Google's Gemini or perplexity,
Jay Berkowitz:or any of the tools. And C stands for context. R stands for
Jay Berkowitz:role, I stands for interview, and T stands for task. So I'll
Jay Berkowitz:give you an example. We run on the Eos operating system, and I
Jay Berkowitz:am hiring, just hired, fortunately, a new integrator in
Jay Berkowitz:the Eos. So in Eos, you have a visionary.
Ivy Slater:I was going to say, can you can? So in the big
Ivy Slater:picture, right? We have visionaries, right, who come up
Ivy Slater:with all these great ideas, and then we have implementers who
Ivy Slater:our ideas, break it down into:Ivy Slater:start knocking them off.
Jay Berkowitz:So I'm hiring this very important position,
Jay Berkowitz:like the Chief Operating Officer of my company. And I had a
Jay Berkowitz:number of great candidates, and so I asked myself, How can ai do
Jay Berkowitz:this? How can it help me make the decision? And that's another
Jay Berkowitz:great question. Always ask yourself, can ai do this? Can I
Jay Berkowitz:save time? Can I get a first draft? And it's amazing for
Jay Berkowitz:everything I do now. So for this task, I had a number of tools
Jay Berkowitz:built. I had interviewed all these candidates, and I'd
Jay Berkowitz:recorded it using a tool called Fathom AI. We're recording today
Jay Berkowitz:on Fathom AI, and it gives you a summary of the conversation, a
Jay Berkowitz:transcription, the next steps, the key takeaways. So I used
Jay Berkowitz:Fathom AI, Fathom AI recording. We also use predictive index,
Jay Berkowitz:which is a hiring tool, and hiring tool pi. Love it.
Ivy Slater:It could be pi. Could be a COVID. There's,
Ivy Slater:there's a lot of great hiring people love them.
Jay Berkowitz:So I had a PI for my five top candidates. I had a
Jay Berkowitz:transcription of the interview, and the final tool I used is a
Jay Berkowitz:tool called Crystal nose, which uses AI to create a DISC profile
Jay Berkowitz:from the person's LinkedIn and other online tools. So I had a
Jay Berkowitz:transcription of an interview, a PI and a DISC profile which
Jay Berkowitz:matched the candidates with my DISC profile. And so I gave chat
Jay Berkowitz:GPT of C, R, i, t, context, role, interview task. I said,
Jay Berkowitz:the context is, I'm hiring an integrator. And I uploaded the
Jay Berkowitz:job description of the integrator, and I explained that
Jay Berkowitz:this is part of traction and this great book by Gina Whitman.
Jay Berkowitz:And I said your role is, you're a hiring consultant. You're one
Jay Berkowitz:of the top hiring consultants in the entire world, and you have
Jay Berkowitz:expertise in disc profiles and predictive index, and you're
Jay Berkowitz:going to help me find the right match for my personality and
Jay Berkowitz:this role and the 10 golden rules company, and it's built a
Jay Berkowitz:lot of knowledge about Jay Berkowitz in the 10 golden rules
Jay Berkowitz:company, because I've been using the 4.0 the paid version of chat
Jay Berkowitz:GPT, we do as well. I said interview me. Ask me up to five
Jay Berkowitz:clarifying questions before you complete your task. And the
Jay Berkowitz:questions are fantastic. Do you want this person for a short
Jay Berkowitz:period of time, or do you want them to be a long term member of
Jay Berkowitz:your team in a really? Is it a
Ivy Slater:freelance gig? Is it a short term kid? Is it a
Ivy Slater:hybrid, right? Or, or is it a long term commitment?
Jay Berkowitz:And chat GPT asked me that question because I
Jay Berkowitz:asked it to interview me to clarify. And finally, the task
Jay Berkowitz:was to rate the candidates by the criteria outlined in the job
Jay Berkowitz:interview. And the results were phenomenal. Take your breath
Jay Berkowitz:away. I want to read this. Yeah, I'll happily share it with you.
Jay Berkowitz:So they ranked the candidates in order, and then they had the
Jay Berkowitz:five or six bullet points from the job interview and experience
Jay Berkowitz:with Eos, because some of the candidates were long time EOS.
Jay Berkowitz:Some of them had just read the book traction. And it ranked the
Jay Berkowitz:criteria, five or six criteria, and it ranked each of the
Jay Berkowitz:candidates. Said this candidate would be the best for their Eos,
Jay Berkowitz:this candidate would be the best for financial stuff, which I
Jay Berkowitz:said, that this person is going to be my new profit guru, big
Jay Berkowitz:partner. And so it was really a fantastic tool to help clarify
Jay Berkowitz:my thoughts. It was like common sense, but it was like took away
Jay Berkowitz:the agony of thinking about it. Was like, okay, yeah, that's
Jay Berkowitz:right, that's right. Okay, that's person be good for this.
Jay Berkowitz:And so we got the candidate, we got the candidate that I chose,
Jay Berkowitz:and that my team chose, and that chat GPT selected as the best
Jay Berkowitz:for the job.
Ivy Slater:So you took my next question is, so did your opinion
Ivy Slater:and the team's opinion and chat GPT, were they all aligned?
Jay Berkowitz:Yeah, pretty much, pretty much a couple of my
Jay Berkowitz:team members had slightly differing views, but we pretty
Jay Berkowitz:much had the top two or top three candidates out of the top
Jay Berkowitz:five, one of the candidates would be great, but didn't have
Jay Berkowitz:a lot of pure EOS experience. So so. Of those things were pretty
Jay Berkowitz:straightforward, pretty much. It verified my gut feeling.
Ivy Slater:I love it. Let me ask you this before we close.
Ivy Slater:You've been running a company for a long time. You've been in
Ivy Slater:the industry in a long time. What has surprised you, as a
Ivy Slater:leader of 10 golden rules,
Jay Berkowitz:I think a couple things right out of the gate.
Jay Berkowitz:What surprised me was that running a business is very
Jay Berkowitz:different than being an expert at something. And I read that
Jay Berkowitz:email and touche and E Myth really a great book, by the way,
Jay Berkowitz:the entrepreneurship lucky to get that in my first one or two
Jay Berkowitz:years of business. But essentially, what that book
Jay Berkowitz:explains is that, like Annie, there was this case study of
Jay Berkowitz:Annie's pie shop. And I don't think it's Annie, but a young
Jay Berkowitz:woman who aunt taught her to make these unbelievable pies,
Jay Berkowitz:and she got so busy, then she had no systems, and then the
Jay Berkowitz:whole people were lined up at the door, then quality fell
Jay Berkowitz:apart. So it talks about building systems, but what it
Jay Berkowitz:explains is that Annie didn't know anything about standard
Jay Berkowitz:operating procedures, training, hiring, accounting, marketing,
Jay Berkowitz:finance, right? But Annie made great pies, so I think that was
Jay Berkowitz:a learning on the job. The other thing is, I thought that
Jay Berkowitz:entrepreneurs were a type of person, but I've really come to
Jay Berkowitz:believe that you can learn to entrepreneur. And I say
Jay Berkowitz:entrepreneur is a verb. Networking is definitely you're
Jay Berkowitz:not a great networker until you learn, and you can learn to be a
Jay Berkowitz:great network you can. Ivy and I met through a networking group
Jay Berkowitz:that I created for a very sophisticated B to B networking
Jay Berkowitz:purposes. And all of these things have been learned in the
Jay Berkowitz:23 years that we've had the business,
Ivy Slater:I happen to love that, and I have to give you a
Ivy Slater:shout out, because of that network working group was one of
Ivy Slater:the things that inspired me to do this series, because I'm
Ivy Slater:always meeting so interesting. We were showing up to the group.
Ivy Slater:But the whole idea networking is doing that follow up and getting
Ivy Slater:to know people. And I was having such great conversations with
Ivy Slater:the people I was getting to know. And I'm like, I want to
Ivy Slater:interview all these people on the podcast. And then I was
Ivy Slater:like, ding, ding, ding.
Jay Berkowitz:Podcast Series, yeah. And here's the pro tip,
Jay Berkowitz:just so we don't talk around it to people. Basically, we created
Jay Berkowitz:a group of 100 it's now like 112 other folks who only sell to or
Jay Berkowitz:specialize in working with lawyers, right? Based on the
Jay Berkowitz:principle that if I spend my time networking with a lawyer, I
Jay Berkowitz:could get one sale, but if I network with Ivy, who has 100 or
Jay Berkowitz:200 clients, she could recommend me to five or 10 or 20 attorneys
Jay Berkowitz:who need a new digital agency. So we've formed this group, and
Jay Berkowitz:it's pretty simple. We just meet once a month by zoom, and then
Jay Berkowitz:at all the conferences, we host an event or breakfast, or we all
Jay Berkowitz:just get together with each other, and we're helping each
Jay Berkowitz:other get business. We're doing podcasts with each other, and
Jay Berkowitz:it's really only maybe a year old, but it's been fantastic. A
Jay Berkowitz:number of the folks came to our conference, TJR live and were
Jay Berkowitz:speakers, and Ivy had a power table, and so it's really a
Jay Berkowitz:tremendous advanced networking tip that I'll share with you
Jay Berkowitz:all.
Ivy Slater:And I love that. It's surround yourself with not
Ivy Slater:just don't just focus or panic about it. Have to be with people
Ivy Slater:to where I'm going to get clients. I have to network. I'm
Ivy Slater:going to get clients, surround yourself and network with peers
Ivy Slater:and colleagues that have their clients or your clients. It's
Ivy Slater:that circle of influence with COI, circle of influence. And
Ivy Slater:think about it, and leverage that time together and anything
Ivy Slater:enjoy the getting to know people. And that's where I'm
Ivy Slater:going to add I don't network with groups that I don't like
Ivy Slater:the people. I wouldn't be stay in Jay's group, right? I
Ivy Slater:wouldn't have kept getting involved in doing more and more
Ivy Slater:if I didn't say, Hey, I'm really loving having these
Ivy Slater:conversations, it's really I'd work and network with people I
Ivy Slater:adore, respect and feel have great integrity in business and
Ivy Slater:in life. And you'll see how aligned you get, and that's how
Ivy Slater:you truly, truly leverage your expertise.
Jay Berkowitz:And here's an extension of what Ivy suggested,
Jay Berkowitz:because you've heard us both talk about the power of niching
Jay Berkowitz:down. And if you're thinking of picking a niche, which I'd
Jay Berkowitz:highly recommend, make sure you spend some time with the folks
Jay Berkowitz:in the niche. And that's I'm in a mastermind with 300 other
Jay Berkowitz:agencies, and we all focus on only one niche. And when the
Jay Berkowitz:younger folks in a group are trying to pick a niche. I say,
Jay Berkowitz:go to the conference, spend three days with these guys,
Jay Berkowitz:because we have very different guys in our group. We have guys
Jay Berkowitz:who wear ball caps and shorts to the meeting, and then there's
Jay Berkowitz:three or four of us who wear a suit jacket, business jacket.
Jay Berkowitz:And guess what? The three or four guys who wear business
Jay Berkowitz:jackets, we all hang out with lawyers all the time. Niche as
Jay Berkowitz:lawyers, or there's another guy who only does very high end
Jay Berkowitz:accountants. All his clients are accountants. But make sure that
Jay Berkowitz:if you're more of the suit jacket guy, you don't want to
Jay Berkowitz:make plumbing as your niche, and you're going to be spending like
Jay Berkowitz:all your time talking to plumbers. And when you go to a
Jay Berkowitz:conference, you're surrounded by 400 plumbers. Make sure you're
Jay Berkowitz:like ivy said you like hanging around with the folks that
Jay Berkowitz:you're going to be spending your next five or 10 years with,
Jay Berkowitz:every waking moment,
Ivy Slater:I'll say it somewhat succinctly, be with your people,
Ivy Slater:the people who work for you, the people you feel comfortable
Ivy Slater:with, the people you align with, the people you have common
Ivy Slater:values with comment other things, be with your people, and
Ivy Slater:they say you'll never work another day in your life,
Ivy Slater:because you'd be doing what you enjoy with the people you enjoy.
Jay Berkowitz:And that goes for your clients and your staff and
Jay Berkowitz:your friends. I think Tony Robbins line is you can't pick
Jay Berkowitz:your family, so you got to make do with your family, but pick
Jay Berkowitz:folks who are going to make your life better, make you happy and
Jay Berkowitz:teach you great things,
Ivy Slater:absolutely so. Jay Berkowitz, how can our listeners
Ivy Slater:learn more about you and 10 golden rules?
Jay Berkowitz:Well, if you like this kind of education and some
Jay Berkowitz:of these theories, most of them I probably learned from my
Jay Berkowitz:podcast guests like ivy, who's been a podcast guest on the 10
Jay Berkowitz:golden rules of internet marketing for law firms podcast.
Jay Berkowitz:And I really encourage you to go to our YouTube channel, and we
Jay Berkowitz:have over a million views on our YouTube channel, and we have all
Jay Berkowitz:kinds of great content about lawyer marketing. So SEO for
Jay Berkowitz:lawyers and PPC for lawyers and local service ad strategies, but
Jay Berkowitz:we also have great content about EOS and finances and YouTube
Jay Berkowitz:strategies and all kinds of things that aren't directly for
Jay Berkowitz:lawyers, rain, making, networking. So that's just go to
Jay Berkowitz:YouTube and search for 10 golden rules. And of course, if we can
Jay Berkowitz:help you with your marketing, we're at 10 Golden rules.com and
Jay Berkowitz:I'm Jay Berkowitz on all the social media.
Ivy Slater:I love it, Jay. Thank you so much for joining me
Ivy Slater:here today on her success story.
Jay Berkowitz:Thank you so much, Ivy. My pleasure and
Jay Berkowitz:listeners,
Ivy Slater:this is what I say at this point in the show. Take
Ivy Slater:a deep breath. Jay and I spoke about a lot of things. There was
Ivy Slater:a lot of content that was delivered today. Identify one
Ivy Slater:thing, one thing that resonates with you. Jot it down somewhere.
Ivy Slater:It could be, if you're traditional, a piece of paper.
Ivy Slater:It could be your phone. It does not matter, okay, just jot it
Ivy Slater:down and then make that decision of what's the one action you're
Ivy Slater:going to take? You could come back and listen again and again
Ivy Slater:and again to all the her success story podcasts, or check both of
Ivy Slater:our websites out. But most importantly, right now, by
Ivy Slater:showing up today, identify one thing that resonated with you
Ivy Slater:and then identify an action you're going to take that is our
Ivy Slater:gift to you, and let us know how it goes. Hit subscribe and share
Ivy Slater:this forward if this was helpful to you. Thank you for joining me
Ivy Slater:today on her success story and see you next time you.