Mastering Legal Marketing Techniques

Episode 31In this episode of the Circle of Trust Podcast hosted by law firm CMO Keith Dyer and sponsored by LEXGRO, Keith interviews Paul Yokabitus of Cary Estate Planning, an estate planning firm with multiple Triangle-area offices and plans to expand across North Carolina.Paul shares his path from law school and a general practice start to choosing estate planning because it fits his educator strengths, provides “happy law,” and allows growth beyond billable hours; he has grown from solo in 2018 to 42 team members, added a second law firm, an RIA financial planning firm, and trustee services, with tax and insurance services planned.Paul explains his marketing evolution from SEO and referral partners to scalable “cold channels” like Google LSAs and especially Meta-driven seminar/webinar campaigns, emphasizing testing, iteration, and channel diversity.