Building an AI Board of Directors with Jeremy Danilson

When I sat down with Jeremy Danilson on The Founding Partner Podcast, I expected a conversation about AI.

What I didn’t fully expect was a conversation about mindset, discipline, family, and what it really takes to keep moving forward when you’re ten years into building a firm and still figuring things out.

Jeremy is a real estate attorney based just outside Des Moines, Iowa. He has been running his firm for a decade, built a fully remote team of six, and has a perspective on technology and leadership that feels both grounded and forward-thinking. But his story does not start with law at all.

It starts on a golf course.

From chasing a different dream

Before law school, Jeremy was an aspiring professional golfer. He started playing at thirteen and spent more than ten years pouring himself into the sport. He played in college, practiced constantly, and learned firsthand how narrow the margins are at a competitive level.

He told me something that stuck with me: if he had the mindset then that he has now, he might be in a different place professionally. But he was quick to add that he wouldn’t have this mindset without that experience.

He failed at one dream, learned from it, and carried those lessons forward.

Law was not a lifelong ambition for him. After college, he bartended and waited tables before deciding to go to law school. His first job after graduating was with a commercial real estate company, where he was introduced to transactional work.

When that role ended, he faced a familiar fork in the road. He had a job offer as corporate counsel with stability, salary, and benefits. Or he could take the hard route and start his own firm.

He bet on himself.

In 2015, Danielson Law opened its doors, focusing exclusively on real estate transactions.

Building a firm alongside a family

The early years were just Jeremy. He did everything himself. As the workload grew, so did the late nights. Around 2018, his wife Sarah noticed how much time he was spending at work and called it out.

Instead of asking how she could help, she simply started helping.

She took things off his plate so he could be more present with their two young boys. Over time, her involvement became foundational to the firm. After outside guidance made it clear she should be formally paid, Jeremy realized something important. The business could support another salary.

That realization made growth feel possible.

When the pandemic hit and interest rates dropped, real estate volume exploded. Refinances and title orders flooded in. Jeremy and Sarah were overwhelmed, and hiring became necessary rather than theoretical.

Ashley joined the firm in mid-2020. She left one of the largest firms in the state to take a chance on a small, values-driven team. She is still there today.

That hire marked a turning point.

Why core values stopped being optional

Jeremy and I spent time talking about core values and I was struck by how central they are to his decision-making.

Early on, a lawyer mastermind pushed him to define them. At the time, it felt like an exercise. Looking back, it may have been one of the most impactful things he did.

Danielson Law operates around three values:

  • Be humble and kind
  • Be intentional
  • Always tell the truth

Jeremy learned through experience that experience alone does not guarantee fit. After hiring and later letting go of a highly experienced attorney who didn’t align with those values, his approach changed entirely.

Now, hiring is built almost entirely around core values. Applicants submit a video explaining how they embody them. Interviews focus on real stories, not résumés. Experience matters far less than alignment.

Today, the firm has six team members, all remote, all aligned.

Becoming a technology firm that practices law

Jeremy describes his firm as a technology company that practices law, and he means it.

For years, the firm used Streak CRM inside Gmail. It worked well until Jeremy decided to pursue more intentional growth and advertising. At that point, the lack of integrated data became a limitation.

Switching to HubSpot was not a quick decision. Jeremy built a detailed needs and wants list, evaluated multiple industry-agnostic platforms, and had months of conversations with Sarah before moving forward.

Once they were aligned, they hired outside consultants to help implement the system and rolled it out during a slower season for real estate work.

A year later, HubSpot runs their CRM, pipelines, and internal processes. Jeremy was clear about why this matters to him. He does not want to be fixing software or building systems. He wants tools that improve while he focuses on clients and growth.

How the AI board of advisors came to life

The conversation that originally caught my attention at Maxwell Con was Jeremy’s concept of an AI board of advisors.

For him, it started with loneliness.

Firm ownership means dealing with problems late at night when peers and coaches are unavailable. As AI tools improved, Jeremy saw a way to get better support in those moments.

He built custom AI advisors modeled after real business leaders:

  • Cheryl Sandberg for operations
  • Steve Jobs for innovation
  • Mike Michalowicz for Profit First and finance
  • Andrew Ng for automation

Using platforms like ChatGPT, Gemini, Grok, and Perplexity, he created advisors with detailed prompts and attached resources. He often runs the same question through multiple platforms to compare perspectives.

One practice stood out to me. Before asking for solutions, he instructs the AI to interview him with follow-up questions. That step forces clarity and dramatically improves the output.

Jeremy was clear that this does not replace human connection. He still works with a coach and attends masterminds regularly. The AI helps him bridge gaps and move faster between those touchpoints.

Practical results, not theory

Jeremy shared concrete examples of how this system helped.

When he suspected his Profit First allocations were off, his AI finance advisor helped him analyze the numbers and gave him confidence to bring the issue to his CPA. The result was agreement and planned adjustments.

When ad performance inside HubSpot didn’t make sense, his innovation advisor identified missing UTM codes. That discovery uncovered a fundamental tracking problem with a marketing company’s work and led to a necessary change.

What stood out was not just the technology, but how it allowed Jeremy to ask better questions and take action sooner.

Focus, distractions, and choosing what matters

We also talked about distractions, something most firm owners struggle with.

Jeremy admitted he is still working through it. As teams grow, changing tools becomes more dangerous. Decisions affect everyone’s daily work and client experience.

What has helped recently is setting a quarterly focus. Right now, that focus is leads. If something does not support lead generation, it gets deprioritized.

That discipline came into play when Jeremy decided to run Facebook ads himself. He created a simple video offering real estate agents a free checklist to catch title issues early.

Instead of stopping there, he followed up personally. Phone calls. Conversations. Help without pressure.

That outreach has already opened doors to new referral relationships, simply because it is unusual for an attorney to reach out just to be helpful.

Mindset and moving forward

As we wrapped up, I asked Jeremy what lessons stand out after ten years.

His answer centered on mindset.

Reading, podcasts, masterminds, and frameworks like Profit First changed how he handles stress and uncertainty. One idea he returns to often is simple: you do not have to solve everything today. You just have to not quit today.

When things feel heavy, he asks himself one question. What is one small thing I can do to make this better?

That approach shows up in how he leads, how he adopts technology, and how he builds his firm.

Looking ahead

Jeremy’s vision is to become the premier real estate transactional firm in Iowa through exceptional client experience. Expansion beyond the state is a possibility that both excites and challenges him.

What’s clear is that his growth has been intentional. Built on values, focus, and a willingness to ask for help.

That may be the most valuable takeaway from our conversation. Not the tools. Not the AI. But the humility to keep learning and the discipline to take one step forward at a time.

And that’s something every founder can relate to.

AND MORE TOPICS COVERED IN THE FULL INTERVIEW!!! You can check that out and subscribe to YouTube.

If you want to know more about Jeremy Danilson, you may reach out to him at:

Connect with Jonathan Hawkins:

Jonathan Hawkins: [00:00:00] So maybe talk a little bit about, you know, your challenges, if any with staying on task and maybe how you’ve learned to deal with that over the years ’cause I need some advice myself.

Jeremy Danilson: I think I’m in the middle of going through it and trying to figure it out. And that’s after owning the law firm for 10 years. I think the distractions have grown. I mean, there’s always software tools and you always see these conversations on the different Facebook groups about, Hey, what tech tool can help me schedule appointments better? or what tech tool now can draft my emails for me? or what CRM should I use?

And I think especially when you start adding team members. Those are really. Those are traps, those kind of conversations because if when you’re by yourself, sure you could change CRMs every other month and maybe you’re not gonna hurt anybody.

But as soon as you have a team, you’ve gotta be really intentional about those decisions because your decisions affect other people’s daily work and ability to be productive and your ability to deliver a fantastic client experience, which something I’ve been describing our law firm as lately is we’re really a technology firm that practices law and our number one charge is to [00:01:00] create incredible client experiences.

Welcome to the Founding Partner Podcast. Join your host, Jonathan Hawkins, as we explore the fascinating stories of successful law firm founders. We’ll uncover their beginnings, triumph over challenges, and practice growth. Whether you aspire to launch your own firm, have an entrepreneurial spirit, or are just curious about the legal business, you’re in the right place.

Let’s dive in.

Jonathan Hawkins: Welcome to Founding Partner podcast. I’m your host, Jonathan Hawkins. This is a podcast where I get to interview founding attorneys and to hear about their journeys and some of the cool things they’re up to. And today’s guest, I saw give a talk at a conference here recently at  Maxwell Con and really cool.

Sort of topic he, talked about, and we’re gonna dive into that. And it’s AI related. I’ll, that’s the tease there. But today we’ve got Jeremy Danilson, who is a real estate attorney [00:02:00] in the state of Iowa. It’s Dani Jeremy, welcome to the show. Why don’t you tell us a little bit about your firm and what you do?

Jeremy Danilson: Well, Jonathan, I appreciate the invite and it was awesome to meet you in Nashville at Maxwell Con. So, just appreciate the invite. Excited to be here and had my law firm about 10 years. We were just outside of Des Moines, Iowa. Do real estate transactions only. Got a team of six of us located around the world, and I am one of the fortunate few.

I actually work with my wife as well, Sarah, and that has that’s a blessing, so I’m very, very lucky.

Jonathan Hawkins: Yeah, we’ll get into that too. I know a lot of people that work with their spouse and I don’t know how they do it, but that’s always always cool you know, and then other people that work with their sibling or their child or parent or whatever. So, it’s always interesting, those dynamics. I don’t know if I could work with.

My dad or not. Of course he’s not working anymore, but anyway. So anyway, let’s talk. So let’s talk about real estate law. So how did you, how did you get into that? Is that something you started out in or that you pursued [00:03:00] because you liked it or what?

Jeremy Danilson: Well, it’s funny, law was never actually a dream of mine. I was actually an aspiring professional golfer, coming outta college .

and wasn’t good enough. So I’m here today after I decided to move on to the next passion in my life. I was bartending, waiting tables and decided to go to law school. And my first job out of law school was with a commercial real estate company.

That was my exposure to it. Worked there for two years and separated from them, and that’s when I opened the doors to Danielson Law in 2015. So, coming off that real estate experience, I said, this makes sense. So I just dove right into transactions.

Jonathan Hawkins: All right. Let’s go back to that golf thing. So I assume you played in college.

Jeremy Danilson: I did yes, at Grandview College and started when I was 13 and that, that hooked me really, really quickly and I spent all day of every day of my life for 10 plus years learning how to play the game.

Jonathan Hawkins: You know, I mean, I, people ask me if I play, and I, I say, have I have clubs? That’s about once every two years. But you know, my sense is, I mean, golf, I mean, you know it, you lived it, man, it’s so [00:04:00] competitive, but it’s a game of inches and it’s just like the.

Jeremy Danilson: It is 90% mindset. If I had the mindset then that I have now, I think I’d be in a different place in my career. But I wouldn’t have this mindset without that experience and all that learning. So I’m so glad I tried. I failed, but I learned from that failure and grew from it. And this law firm exists because of that willingness to try and fail.

Jonathan Hawkins: You know, as a growing up in the law and whatever I always liked getting resumes from people that were former college athletes. I always felt like they just had an edge. So, you know, they had the competitive mindset, the you know, get knocked down, get back up, you know, the commitment, all the stuff.

I assume that’s helping you in your firm. It’s got to.

Jeremy Danilson: I I think it’s a willingness and a desire just to get better every day. And it’s what I’m trying to teach my boys. I’ve got two boys, 9 and 11 years old. Just get 1% better every day. [00:05:00] And you’re not gonna notice it in real time, but if you look back, say over the last year and you did stack a lot of 1% days together, that adds up to huge gains.

As long as you can just try to get a little bit better each and every day. And I try to apply that same principle to my law firm, to my role as a dad and a husband, and try to do that in everything I do.

Jonathan Hawkins: That’s a great mindset. The other thing too is athletes are coachable.

Jeremy Danilson: That makes sense. Yeah.

Jonathan Hawkins: The the ones that, well, yeah. Okay. I’ll just leave it at that. Yeah. But I mean, if you go through college, I mean, you’ve had coaches of all types and you’ve at least learned something from ’em or else you wouldn’t be there. I would think

Jeremy Danilson: A hundred percent. I would agree.

Jonathan Hawkins: so. You said you’ve been at it for about 10 years now.

Jeremy Danilson: Yes. Yeah, Mar, this past March was our 10 year anniversary. First five was probably, well first two was just me. First five was just me and my wife. We didn’t start actually building a team till 2020 in the thick of the pandemic. Actually, July, 2020 was my first external team member hire, [00:06:00] and she is still with us to this day.

Ashley, she’s been fantastic for the team.

Jonathan Hawkins: All right. I want to get into that, but, but before we get there, so I’m always curious as to what pushes somebody to start a firm versus go somewhere else or whatever. What was it for you? Are you an entrepreneur at heart or something else?

Jeremy Danilson: I think so I’ve got a business undergrad degree, so there was always that interest or understanding of wanting to start a business. When I left that first commercial real estate company, I had really two choices in front of me. I had a job offer for a local real estate brokerage as corporate counsel with a corner office, windows and salary and benefits, or I could go do the really hard thing and bed on myself with no guarantees.

So, of course I took option two in line with my desire to play professional golf. Always, always bet, willing to bet on myself and take chances on myself. And I think that’s probably what inspired me to and motivated me to start the law firm was I if, if it’s up to my effort, I trust my myself.

Jonathan Hawkins: I love it. Relate to that [00:07:00] completely. You know, I always feel like if, if I can influence and. And control, or at least have influence on it, you know, the, the chances are better than if it’s outta my hands. So yeah, I, I, I dig it, man. I’m with you. So, so back to, you said in 2020 you started building the team.

So that’s another sort of inflection point that I, I’m always curious about what led you to that? You know, there’s a lot of lawyers out there and some listeners maybe that they’re scared or nervous. For that first hire you know, they feel like they’re making a huge commitment. They’re taking on all this stuff, you know, the salary and this, that, and the other, and it just sort of freezes them a little bit.

So what, what led you to go down that path?

Jeremy Danilson: Need and desperation. Um, If you think, if you think back to 2020 and the pandemic interest rates were two or 3%. And doing real estate transactions. It was up to that point. It was just myself and my wife. And the story of how my wife started working with us is unique in its own right. But we just had abstracts [00:08:00] and refi, title orders coming in more than the two of us could handle.

I mean, I would read everything, send it over to her to type, and it was just a constant. And we had two boys at the same time who were home from school for a little while and we just needed help. And it wasn’t that we got to think very deeply about could we afford this or not. We just knew we couldn’t do this ourselves anymore.

So we put out a job ad. I think it was on Wise Hire. And Ashley at the time, she was doing a couple different areas of law, but she had real estate experience. More importantly well most importantly was the, the. Caliber of a human being. She was. And thank God I took my wife to that first meeting because my wife’s a whole lot more likable than I am.

But Ashley chose to leave the biggest, one of the biggest firms in the state to come take a chance on Sarah and I. And we’re very, very fortunate to still be working together. The three of us.

Jonathan Hawkins: You know that you, that’s another great point you just brought up. That, that I’ve seen, I’ve experienced personally and there’s seen sometimes when you’re really small, like just [00:09:00] you and your wife, it’s, it’s hard to recruit people. ’cause the, they feel like, who are these people? It’s too risky. I don’t wanna join this.

This place. ’cause you know, it doesn’t seem very stable. And, and it’s really hard sometimes to get the first few people over at a firm. And then of course you can build momentum after that. So it sounds like it, it is all your wife that convinced her

Jeremy Danilson: It is that, and, and I’m really, really lucky from that 20 19, 20, 20 times o time. We established the core values of our firm, which are to always be humble and kind, be intentional in everything we do, and always tell the truth. And I didn’t know it at the time when the mastermind group I was a part of made that the most important thing.

But we established that when I started building a team. We learned and we’ve, we’ve learned through experience and a couple of failures that the only thing that matters when we’re adding team members is that their core values fit. Experience means nothing to me anymore. I’ve, I’ve hired and fired an attorney with 17 years of experience [00:10:00] because he wasn’t a core values fit and we didn’t take him through that.

Now, every team member we invite it’s just a core values interview. That’s the only thing I look for anymore.

Jonathan Hawkins: So, so let, let’s step back. I wanna talk about the, the core values. So you said that the mastermind, you’re, you’re a part of where they push you to establish the core values or something else.

Jeremy Danilson: mm-hmm. Yeah. The very first mastermind group I was part of was with lawyers. When they had first gotten started and the team over there, Stephanie was fantastic to me to, to Sarah and I and the entire team. And Mary, Mary Beth Mary Ellen, I’m sorry was fantastic as well. She’s still a friend, but they told us you have to establish core values and thank goodness I listened.

’cause they are on our wall. They’re more than on our wall. We live them every day. The team, every, all six of us that are on the team right now. Exude those core values in everything we do all day, every day.

Jonathan Hawkins: Cool. So tell me how you use that as a filter. How so? From the beginning, from the job ad to the interviews, to the whatever. How do you sort of use that as a filter?

Jeremy Danilson: We, they’re on our website, first of [00:11:00] all, so they, and that’s different for law firms generally. At least law firms in Iowa, that’s not something that you would expect to see. On a law firm website they are in. They’re talked about in the job ed, that we’re looking for people of this caliber that exude these core values in their life.

And we’re gonna ask questions about that. I think probably in our job ed, we ask for a video talking about how you are, if we want a video from the applicant describing how they are a fit for those core values. And if you don’t submit video, you don’t get an interview. That’s my number one filter when we, so if we get a hundred applications.

But four videos. I’m not even gonna look at the other 96 resumes because you didn’t follow directions and you didn’t submit a video. And then core values interview I developed, well this is when when AI was a little bit younger, I had it help me develop 10 questions underneath each core value that I have in front of me when I’m doing that interview and just trying to pull out stories and experiences from the candidate’s life.

So I can kind of score their fit to our core values.

Jonathan Hawkins: Nice. [00:12:00] You know, the other, I do like those I’ll call ’em job ad. Instructions. Such a good filter because especially with these automated application, one click, you know, application functions. Now no one reads it and you want somebody that at least reads it and does, does it, right?

Jeremy Danilson: Yep. I do remember I received one, one time I received a video. This was the. This is the bad side of this. The background he chose for the video was a bunch of a collection of alcohol bottles and I’m not sure if they were fresh or not, so that also influenced me. So maybe a little more thought when we’re submitting those videos as well is probably helpful.

But Sarah and I got a chuckle out of that one. We saw that.

Jonathan Hawkins: That’s your, that’s your fourth firm value, right? The,

Jeremy Danilson: Hey, you can have fun and, and do that, but I, I don’t know if it needs to be that prominent in your application.

Jonathan Hawkins: Yeah. Alright. So you mentioned the story about your wife coming to work with you. Take me back. Tell me that story.

Jeremy Danilson: I never hired or asked her to work with me. First couple years was just me. I was doing everything and [00:13:00] sh again, we had young boys at the time they were born in 2014 and 16, so, this is probably the 2018 timeframe. And she was saying to me, work until midnight. She says, you need to be a dad too.

And she didn’t even ask how she could help. She just started taking things off my plate. It. And that was the best thing that ever occurred. So she just started helping and I was able to be more present as a father in my young boy’s life. And then after probably a year or two Stephanie at Loris made it clear I needed to start paying my wife to, to work with us too.

So we actually started getting her salary and that’s, that’s probably what built the confidence. Once I started to see that the firm could afford to pay another person that made hiring Ashley and every team member after that, a lot easier because you could see the space. On, on the profit p and l that it was doable.

Jonathan Hawkins: You know, I’ll say that the thing about you know, working with your, your spouse, I mean. The trust is there, you know, I mean, it’s the, that is already there, so, it’s a lot easier to row in the same [00:14:00] direction. So

Jeremy Danilson: She’s, she’s a great fil, she’s a great filter for me. I’m probably the ideas person, but not every idea I have is great, and it’s good for me to be able to present it to her before I take it to the team and say, and she says, eh, Jeremy, that’s great, but maybe not right now. ’cause the team’s kind of over is maybe buried in work or something.

Let’s, let’s, let’s do this a little in a, a different timeline or, Hey, that’s a really good idea, but let’s figure out what that means. like when we changed over to HubSpot last summer, that was actually a six month decision process between Sarah and I before the team really ever knew about it.

Jonathan Hawkins: Definitely wanna ask some things about HubSpot. We’ll get to that in a little while. So what about another thing that of people that, that work with their spouse, they sort of have this, you know, leave it at work, don’t bring it home type rule. Do you guys have something like that?

Jeremy Danilson: The entire team’s remote and Sarah works at home, so that, that initial role’s really, really hard.

Jonathan Hawkins: Yeah, there you go.

Jeremy Danilson: We are constantly learning and trying to have boundaries, and at times we’re good and at times we violate those boundaries consistently. So we have tried to [00:15:00] have a rule of no laptops in the bedroom at least, and we’re pretty good about that, not perfect.

And Sarah would appreciate if we would have a no work on weekends boundary. And I’m very poor at respecting that boundary. I, there’s just sometimes my, my brain doesn’t stop and, I like to, that’s when there’s not clients emailing. That’s a good time for me to be able to work on the firm as well. So,

Jonathan Hawkins: you and me both. You and me both. Brother, you, me, both. I sort of like the weekends ’cause I can do those sorts of things.

Jeremy Danilson: Yeah. So, so we try and we’ve, and we’re pretty good. I mean, if the, we’re so busy with kids’ activities at night, it’s hard to do any work stuff when we’re driving all over town for football, basketball, baseball. And that’s probably a good built in boundary to be honest. It says, no, you have to be here with your kids right now, so there’s not brain space to be able to talk about work.

Jonathan Hawkins: Yeah. All right, so I wanna move on. So, like I mentioned at the beginning of the show, you know, I saw you give this talk at Maxwell Con and I thought it was really cool. So, ai, it’s the big thing. Everybody’s talking about ai, blah, [00:16:00] blah, blah, blah, blah, AI everywhere. And then, you know, then you start asking people and there’s, a, a huge spectrum of how people are actually using it. You know, some people just use it basically like a search engine, you know? Some people don’t use it at all. Some of these, you know, some lawyers don’t use it at all. And then others, like Tyson’s got all these NAN automation agent. Workflows built.

But one of the things you, the thing you talked about, you call it your AI board of directors, which was really cool. So I guess first of all, lay it out. What, what is the AI board of directors.

Jeremy Danilson: It starts from a premise of being willing to ask for help. It’s really lonely being a law firm owner at times, and there are. L problems when you’re isolated on that island that pop up at nine o’clock on a Tuesday night that are on your mind and causing you stress and anxiety that are hard to get help from.

So from that perspective, I needed, as AI has gotten better over the last couple of years with [00:17:00] the different models, whether it’s ChatGPT, Grok, Gemini, perplexity, Claude, whatever one it is, as they continue to improve the ways you can ask for help improve, so. Over the last nine months or so, I built custom GPTs Gemini Gems, saved rock chats, modeled after specific brilliant business people, whether it was Cheryl Sandberg, the former C-E-O-O-O at Facebook, Steve Jobs, Mike Mitz of his Profit First expertise to help me answer questions and move things forward in my business when my human advisors or my peers weren’t available to help.

I’ve got a business coach. I work with Tyson right now, and he’s fantastic, and we talk all the time. I go to every Max Law Mastermind that happens every quarter in for in-person collaboration with other law firm owners. This doesn’t replace human connection, but it helps me keep things moving forward to improve my business and ultimately improve the client experience at a faster clip than I was able to previously.

Jonathan Hawkins: [00:18:00] So, so I guess we’ll start. How did you get the idea to go down this path?

Jeremy Danilson: I think I might’ve read it in a book actually, or heard it on, I think I heard it on a podcast and I haven’t been able to pinpoint where I heard it ’cause I listened to so many podcasts. But I, I, I think I heard it or, yeah, I think it was from a podcast and I just ran with it from that, from that point moving forward.

Jonathan Hawkins: In, in your talk you, you gave some examples of sort of how you used it and how it has helped you. So maybe, you know, you don’t have to give us all of ’em, but maybe give some examples of sort of how you use it. Like you said, you sort of created these different, I’ll call ’em personas or expertise and you know, give us some ways that you use them now and have used them to good effect.

Jeremy Danilson: Yeah, I think, I think this audience probably is gonna be familiar with Profit First. So I’ll start with that example. I had doubts in my mind that our profit first percentages, both for owner’s comp and the tax bucket were accurate, but I didn’t know that they weren’t accurate. And I didn’t have the confidence yet to [00:19:00] go to my CPA, who was also a profit first coach and challenge that the percentages weren’t accurate.

So I was able to, with the Mike Malowitz AI advisor, start asking questions, upload some data from my W2 wage statements from my payroll and last year’s revenue, et cetera, et cetera. Just give them some information with some context and questions and ask, this doesn’t make sense ’cause withholding so high on my WT wages, I know we’re over withholding there.

Maybe some of this should be put in a tax bucket to kind of balance out those so that, because I want profit first numbers, most importantly to be transparent, to be an accurate reflection of how, what my revenue sources or my, the sources of my income are. And the feedback I got from, I’ll say Mike, and I’ll put it in quotes, since he’s not a real person, at least the one I was talking to isn’t gave me the confidence then to go to my CPA at our next quarterly review meeting and say, Hey.

I don’t think this is right and here’s why. And the outcome of that 30 minute meeting with the CPA was, yes, Jeremy, you’re [00:20:00] right. I agree with you. But let’s make these changes on January 1st, 2026, because we have it in place now during the 2025 tax year. So here in a month and a half, we’re gonna make some tweaks to how that looks, and I’m really excited for the improvement in transparency we’re gonna make.

Jonathan Hawkins: So another one you mentioned and I’m bringing up, bringing us back to HubSpot. I think it was something about some of the technical aspects of HubSpot, which, you know, most lawyers are not, you know, software tech, you know, geeks, some are, but most are not. And they, they don’t know you know how to use the stuff.

And, and so how did you. Use it for that. And which, which advisor did you use? I’m curious.

Jeremy Danilson: Yeah, so we started advertising for the first time in our 10 years of existence this past February. And we started doing meta ads, Facebook ads and with the switch to HubSpot last year, I knew that we then had the capability to really track the effectiveness of these ads and the context that they produced and the deals they produced and the revenue they produced, and. I wasn’t seeing the transparency of the data that I wanted to [00:21:00] see inside HubSpot. And so I went to Steve Jobs AI advisor, and I asked him why I just described the problem, and he asked me a few questions and he said, he asked me, Jeremy, where, where are the UTM codes? And I said, what I, I, I, what’s a U TM code?

Well, now I know, and I’m still really disheartened that I do know what a UTM code is. It’s a tracking link or a shipping label that, that you would put on a Facebook ad that allows the Facebook ad to communicate with HubSpot and send data to it about the leads. It gives you so you know the source of these leads and when, when they convert into clients that you can actually figure out what the ROI is from the Facebook ad and the Steve Jobs AI advisor not only helped me understand, so.

I understand that they were missing, first of all the, the, the UTM codes or broken. And it turned out they were missing in the marketing company that was in charge of running my Facebook ads didn’t include them, and I’m no longer working with that marketing company now. But that was a really frustrating point to that [00:22:00] Jeremy, the attorney and law firm owner had to go to the marketing company and say, Hey.

Why aren’t these tracking codes included in these ads that you’re the expert you built so that I could see the right data and make better business decisions?

Jonathan Hawkins: You know, that’s interesting. You know, as, as lawyers, law firm owners, we have all sorts of vendors out there, but you know, the marketing sales vendors are. Big, huge, and they’re all telling you one thing and, and sometimes if you consult three, they’ll tell you three different things. And so you really don’t know who to believe.

It’s, it is so, it’s really cool that you had set, set this thing up to help you understand and then challenge or ask the right questions because that’s the other thing. A lot of times we don’t know the right questions to ask.

Jeremy Danilson: Yep. And, and Steve actually, so we, Steve helped me identify the issue, helped educate me then on what a UTM code was, and again, I wish I didn’t know, but also then helped me craft the email to the marketing company asking the question. So in a matter of a handful of days, we diagnosed a problem. Found the source of the problem and got it somewhat fixed [00:23:00] and that probably, it probably would’ve caused me like two years ago.

It would’ve caused me stress for six months, and I probably would’ve had had to hire who knows how many other consultants to try to figure it out at hundreds or thousands of dollars. But the fact that I had this AI advisor built and ready to just be able to ask questions when I was feeling stress and anxiety change the outcome by an exponential amount.

Jonathan Hawkins: So I wanna back up a little bit too, talk about your process. So, how do you decide which type of advisor to create? Is it when the need arises, then you’re just like, alright, I’m gonna create it. Or do you say, all right, these are the types of advisors I think I’m gonna want, so I’ll start playing around with it.

Jeremy Danilson: My initial build out of the AI Board of Advisors, I was trying to cover the major topics of running a law firm, so I wanted an operations advisor that was Cheryl Sandberg. Innovation advisor was Steve Jobs. Mike Mitz was the fin finance profit first one. And then I had an automation advisor modeled after Andrea ing.

He’s famous for starting Coursera and for machine [00:24:00] learning. So, I think I asked perplexity for personalities or people to model those, those buckets after. And then I was, as I was building the, the personas I used. A variety of different lms, mostly perplexity probably, and then a little bit of grok and ChatGPT to help build the resources that would be that persona.

Behind each, whether it was a custom GPT or Gemini Gem Orrock chat.

Jonathan Hawkins: Okay, so yeah, that’s my next question. How do you do it? Like you got all these people listening here, like, man, this sounds awesome, but I don’t know where to start. I mean, and it goes from, you know, what platform, you know, are you using GGPT? Are you using Gemini? Are you using, you know, whatever, you know, how do you decide which platform to use first of all?

And then how do you get the information to teach?

Jeremy Danilson: So it’s a combination of using all the lms. So I think the easiest two for your audience, if they wanted to try, would be ChatGPT or Gemini, because chat GPT has custom gpt and all you do inside there is you give it a title. [00:25:00] You give it a description, couple sentence description, and then you give it a really detailed prompt and you can attach resources.

So if there’s like scripts of a specific YouTube VI transcripts of a YouTube video or something like that that you want to attach as a resource or a knowledge base to that custom GPT, that’s a really good way to start. And yes, I used AI to help build the description and build the prompt and tell me what resources would be useful in building that persona.

Perplexity is a really good. LLM from my point of view to create those attachment resources I, ’cause I’ll tell it, just build me a resource modeled after, let’s say Elon Musk or Steve Jobs or Alex Hormozi. And it will it, it will give you a downloadable PDF, which then I can just upload to the custom GPT.

So it makes that part really easy to get started. Gem and AGMs are similar in their structure and their function that way too.

Jonathan Hawkins: Okay, so for the people out there that aren’t super familiar with these ai platforms. What about all your private, confidential [00:26:00] data? You know, aren’t you scared? How do you, how do you address that?

Jeremy Danilson: I’ve got paid plans. I’m not gonna be on the free plan where my information can be used. However, the company that creates LLM wants to, but. I’m comfortable enough, whether it’s Gemini within our Google Workspace account or the paid plans of ChatGPT or Grok or Perplexity, that they are not able to use our data for training purposes, and that’s good enough for me.

I’m not as, as we’ve talked, I’m using I AI mostly for process and system improvement and business type coaching. I don’t really, with real estate transactions, I don’t use it for a lot of legal work. This, we’re not putting client data into them from, for how I’m primarily using it. Not to say that you. I, I know there’s attorneys who do use it for legal research type projects, and there’s a place for that, but there’s a different level of caution that’s probably necessary when you’re doing it that way too.

Jonathan Hawkins: Yeah. Yeah, that’s really true. So, so going back to creating this thing you know, how much time, I mean, you’re probably really good at it now you’ve [00:27:00] done it enough or you’re like, boom. But you know. How much time if I’m out there playing around, how long do you think something like this would take to, to create and then even once you’ve created it, are you iterating on it and maybe tweaking it along the way?

Jeremy Danilson: So creating ’em, I think anybody in this audience could probably create their own first advisor in 15 or 20 minutes with no experience. if you’ve got access to the different tools. So. I liked using the variety of tools, both. I’ll have the same advisor, Steve Jobs on GPT, on ChatGPT, and on Gemini and on Grok.

And I might try, if I’ve got an issue I’m bringing to Steve, I may try it on two or three of the different platforms to see what the output is, to make sure that I am, to make sure I, I, I agree with the quality of the answer and quality of the output because they are inconsistent and there are hallucinations and, having two or three different perspectives on a problem is never bad. I mean, it just makes you think through it a little bit more and before you take action. So, but building it is really straightforward if you know which advisor you want to [00:28:00] create. I really like, I’ve said this, but perplexity is really helpful because to create the person.

From what I’ve seen because it has access to say YouTube videos and public resources, and it does a really good job of pulling those in and citing sources when it’s giving you an answer. Gemini’s starting to cite sources too. I think chat, GPT is, but perplexity, I feel it does it the best. They’ve been doing it the longest, so when you know that the answer that perplexity gives me or the resource it gives me for the persona I want to build, it gives me links to what resources it used to create that resource and I, that just gives me an increased level of confidence.

Jonathan Hawkins: That’s cool. So, so back to you, you have basically Steve in three different platforms. Did you build them the same? So in other words, same prompts, same resources, just in different platforms?

Jeremy Danilson: As much as the structure of the platform would let me, so for example, Gemini and ChatGPT are pretty similar. Grok does not, or did not, at least at the time. I don’t think they do now have a similar type function. So [00:29:00] I would. Get the prompt and I put it into a chat, and then I’m able to save that chat and rename it inside what inside Grok so that I can have conversations with it there.

So I, but I don’t believe I can down upload resources to Grok. So depending upon the platform, I, I try to use the same prompts so that I’m at least comparing similar advisors.

Jonathan Hawkins: That’s, that’s really cool that you’re doing it with more than one platform to sort of get. Like you said, different opinions. So, all right, so I’m a lawyer out there and, and I’m thinking, Hey man, that’s a great idea. I wanna do this. What advice, we’ve gone through some of the ways you built yours, but do you have any, you know, advice to folks out there?

Maybe you know, what the first advisor maybe to try to build or sort of the, the process they should go through?

Jeremy Danilson: I would encourage everybody to recognize the lesson that I learned through all of this is that asking for help really is a superpower and be willing to ask for help. Be willing to take your, to reach out and to ask, to seek guidance, to seek other [00:30:00] resources. So just try one. Just take a chance and try to build one and start asking you questions.

From an AI perspective, the prompt you use is really, really important as to the quality of the output. If you just ask it a single sentence, your output is gonna be crap. But if you use, the structure I like to use is there’s an acronym called crit, CRIT, context role. Interview task and the interview component of that is really important.

So almost every time I prompt AI to do anything, I tell it to interview me one question at a time for up to X number of questions for additional context so that the AI, before it does the task, I ask it to ask me the questions I didn’t think about to give it the context it needs to be successful. And that interview piece of the that crit acronym.

Dramatically improved the quality of output of any LLM that I use, whether it’s ChatGPT, Gemini, Grok, Perplexity, Claude, or any of them.

Jonathan Hawkins: All right. That’s pretty cool. So the crit framework, so [00:31:00] that’s for the prompt. So that means, so lemme, I’m gonna nerd out a little bit ’cause I, I make sure I understand this. So, when you build your advisor into sort of that prompt that you put into it, so every time you then prompt the advisor. It’s before it tells you it’s gonna ask you a bunch of questions.

Is that sort of, you’ve set it up

Jeremy Danilson: Yeah, so, so let’s say we’re building the Steve Jobs advisor. I’d probably start with telling the LOM. So let’s just, we’ll just. Gemini for now, I want to build a prompt to create a Steve Jobs AI innovation advisor that’s gonna help me solve business challenges within my law firm. I own a transactional real estate firm in Des Moines, Iowa.

And then I would do that interview thing, interview me one question at a time. I’d probably say up to 15 questions to provide additional context, and then I’d have that back and forth conversation. Answering the, those interview questions and then it would give me the prompt for the Steve Jobs Innovation Advisor.

So instead of me giving it [00:32:00] three sentences as context it, I’m actually giving it a probably whole page story. But the AI told me what it wanted to know to be able to do the thing I asked it to do.

Jonathan Hawkins: Okay, so, so that’s cool. So that was to build the advisor. Okay. So then once you have the advisor, is it set up, so then when you go ask it a question that it is designed to immediately ask you a bunch of follow ups, then give you an answer? Or is that just part of sort of your specific

Jeremy Danilson: think it, it certainly could be within the, the master prompt for that advisor. I, it’s a consistent part of how I question, so I always include it in my questions. But there’s no reason you couldn’t include that in the master instructions.

Jonathan Hawkins: That’s really cool, man. I.

Jeremy Danilson: I think the difference is depending upon the problem I’m taking to the advisor.

I think the number of questions I want it to be able to ask me differ. ’cause the problem is simpler, so maybe it’s only three questions this time, but something more complex, it’s 10 or 15 or 20. So I like having that ability to have variability in the number of questions it ask me.

Jonathan Hawkins: [00:33:00] That makes sense.

Real quick, if you haven’t gotten a copy yet, please check out my book, the Law Firm Lifecycle. It’s written for law firm owners and those who plan to be owners. In the book, I discuss various issues that come up as a law firm progresses through the stages of its growth from just before starting a firm to when it comes to an end.

The law firm lifecycle is available on Amazon. Now, back to the show.

Jonathan Hawkins: So, we’ve talked about your AI board of directors and maybe this is. Your primary way you use ai, but are there any other things? You use it in your law practice.

Jeremy Danilson: Every single day. And it can be really distracting if you’re not intentional with how you use it. So just even over the last month, month and a half, i’ve tried to make sure that I’m really f focused on every problem that I work on is tied to leads for our firm. ’cause we have increased revenue goals and we’re growing, but we’re not growing as fast as I’d like to grow.

So leads is my focus. Not operations, not delivery of service, not hr, but [00:34:00] leads. So if I, with that really narrow focus when I’m going to ai. Whether it’s one of the advisors or just asking for help on a problem, it’s gonna be tied to leads right now. And that having that parameter that I’ve placed around myself and the work I’m gonna, the things I’m gonna work on has helped me maintain focus because there’s a lot of cool stuff.

You talked about it with Tyson doing an and agents these vibe coding apps, whether it’s Bolt new or any of the other ones, could do some really scary, awesome things. I was playing around with Bolt new a little bit yesterday and then I caught myself said, Hey, wait, this isn’t tied to leads. This is cool, but let’s push this off a little bit until I get leads where I want ’em.

So, there’s a lot of stuff happening, changes on a daily basis. I get three or four daily emails about new AI tools that exist, and just having the discipline to not click and chase the shiny objects is so important right now.

Jonathan Hawkins: I tell ya, that is a huge, huge point. Maybe we shift focus for a minute there. And this is a problem I have, I think many, many law firm owners have. [00:35:00] And that is the shiny objects. And you have, you know, you go to Max Law, I went to Max Law Con and then two weeks later I went to another legal conference.

I had 20, 30, 40 ideas of things to work on. And they’d all be great, but man, I don’t have time. I don’t have the money, I don’t have the resources, I don’t have the, the bandwidth to do it all. And so, you know, just staying focused on whatever it is to task at hand, that, that is such a huge, I mean skill really.

But superpower if you can have it. So maybe talk a little bit about, you know, your challenges, if any with staying on task and maybe how you’ve learned to deal with that over the years ’cause I need some advice myself.

Jeremy Danilson: I think I’m in the middle of going through it and trying to figure it out. And that’s after owning the law firm for 10 years. I think the distractions have grown. I mean, there’s always software tools and you always see these conversations on the different Facebook groups about, Hey, what tech tool can help me schedule appointments better? or what tech tool now can draft my emails for me? or what CRM [00:36:00] should I use?

And I think especially when you start adding team members. Those are really. Those are traps, those kind of conversations because if when you’re by yourself, sure you could change CRMs every other month and maybe you’re not gonna hurt anybody.

But as soon as you have a team, you’ve gotta be really intentional about those decisions because your decisions affect other people’s daily work and ability to be productive and your ability to deliver a fantastic client experience, which something I’ve been describing our law firm as lately is we’re really a technology firm that practices law and our number one charge is to create incredible client experiences.

I, I feel like with that perspective and our use of technology must create incredible client experiences that’s gonna prepare us for what this future looks like. So if I can use technology to free up my team members, the six team members that I have, their time to do more client facing work. Then we’re gonna look at that, that opportunity.

But as far as discipline, it is learned and developed over time. And I, something I’m gonna try [00:37:00] is just kinda have a quarterly theme. Right now we’re focused on leads and everything I do needs to be focused on leads. If it’s not client work unless a different fire pops up. But you gotta make sure it’s really, truly a fire that takes you off that focus.

Jonathan Hawkins: So it, maybe this is a good segue into technology. So we, we’ve talked about HubSpot a couple times and I do wanna ask questions about that. What, I guess first to lay the foundation, what, what practice management system do you use? I’m just curious.

Jeremy Danilson: HubSpot, that we don’t use a practice management

Jonathan Hawkins: you use it for everything. Okay. So, ’cause I’ve thought about HubSpot for sort of a CRM type.

You know, functionality, but as you sort of alluded to there, switching platforms, it’s not an easy decision, especially when you have other people around you because you gotta bring them along. Change management is a challenge in and of itself, let alone learning the new thing, just getting onboarded to the software, et cetera, et cetera.

So take me through your process of. Choosing HubSpot. So both, you know [00:38:00] how when you looked out in the market, you know, did you look at a lot of different options? How did you settle on HubSpot and then how did you implement it? I’m really curious on this.

Jeremy Danilson: Yep. So the first nine years of the firm, we used Streak CRM, which is a law or industry agnostic, CRM, and. I always liked that because I felt like law specific tools and I had toyed around with Cleo or Practice Panther long, long, long ago, or either more expensive or more importantly to me. They didn’t integrate well with other tools, so they didn’t have at the time really well thought out.

Zapier connections. Now we use make.com a lot more than Zapier to connect things. Mostly probably ’cause I have a full-time tech person on my team who can, who has that ability. But, industry agnostic platform is built for running a business, and I always pictured my law firm as we’re running a business more than we’re running a law firm.

So with that perspective, streak, CRM served us really, really well until we decided we wanted to be intentional about our growth. So when, the [00:39:00] idea for HubSpot did not originate with me, originated with Kelsey Bratcher and I’m in forever in his G or forever in his debt for that recommendation, he said, if you want to grow and you want to do these different marketing efforts, you need to have your contacts and your work processes and your deals and your matters all connected to your marketing and advertising efforts so that they all, that data can talk to itself efficiently and effectively.

If you really want to have. My ultimate goal is to have a marketing dial that we can turn, turn up, and turn down when we want more business and when we have too much business. And that wasn’t possible with Streak CRM because yes, I could connect it with other tools and it was a great CRM baked, baked inside Gmail.

And my team really liked it, but it wouldn’t allow us to go where we wanted. We’d kind of maximized what we could do with it. So my first step was developing a needs and wants list. And it was a super detailed document. It was probably two or three pages long of different things. I, we had to have that [00:40:00] streak did that we couldn’t give up.

And then things I wanted it to be able to do and we looked at under Kelsey’s guidance, looked about two or three different big players. Salesforce was too big for us. I think we looked at Zoho. Go high level. Looked at more industry agnostic platforms. I didn’t look at any legal practice management tools.

When we did this and then there was, it was quite really, it was a tension between me and Sarah. She didn’t think we needed to change for the longest time, and she made me prove my case. And once I got her on board and she agreed it was the right decision to make, to switch over to HubSpot, it became really easy to then take that message to the team.

And we didn’t take it to the team until Sarah was on board. Because they, when they see a unified front with, for her and I say, this is what we need to do next, that trust is there.

Jonathan Hawkins: And then the, the implementation piece. I’m just curious, how long did that take?

Jeremy Danilson: We hired an outside company to help us build it out and facilitate those conversations. So that was a series of Web Zoom meetings [00:41:00] with different team members with that company. To learn how we work so that at least when we launched it, I think we had a December 1st goal, date last year to launch it.

’cause I wanted to launch it during the slower, slower season for real estate transactions. So that we could have a starting point. ’cause I knew if I tried to build it out or just my team tried to build it out, it’d be a disaster. So I wanted to have a starting point that was at least based upon our work processes and that external consultant was able to get us to that point.

We’ve made a lot of changes since. But, and then we had a, we shared a goal launch date with the entire team saying, okay, December 1st is our goal. So there was meetings probably. I’ll say two or three months leading up to that. And then we ended up launching a couple weeks early actually. So, but it was a series of meetings, a series of back and forth conversations about really how we work, how we serve clients, how we communicate internally that were then translated and put into the software by the external consultant.

Jonathan Hawkins: All right. So you’ve, you’ve been using it for about a year or so now. What’s, what’s it been like? You happy [00:42:00] you did it?

Jeremy Danilson: Team, team uses it all day every day. Very, very happy with the change. It’s obviously not a decision we take lightly, so we’re gonna probably, I mean, I don’t have any plans to change, but we signed a long-term contract with them for three years with a three year extension. And I’m very comfortable with that because while we are a technology company, we’re not a software development company.

’cause I have seen conversations and yes, we had the option, go build your CRM on Airtable or do this or that, but when things break. I don’t want to be the person to fix it, and if I build my own CRM that way, then I’ve gotta figure out how to fix it and when new features come available, like all this AI stuff, I don’t want to be the one who has to implement or come up with or think about those features.

HubSpot releases 250 new features every year at their annual conference, plus five or 10 new features every week. So the, the software tool is just getting better all the time while I focus on growing my firm. And I feel like that’s a better lane for me to be in as a law firm owner.

Jonathan Hawkins: Absolutely. Absolutely. So, alright, switching back. Circling back. [00:43:00] Leads are your focus right now. Leads are your focus. You know, don’t give us your secret sauce, but you know. How are you getting your leads, man? What, what kind of things do you do for your firm? You know, what, what ideas do you have for people out there to go market and business develop?

Jeremy Danilson: I am learning. So we, we let go of that marketing company that I talked about, the UTM stuff later than Sarah would’ve liked, but it was about two or three weeks, probably three weeks ago finally. Which when we did that, that meant Jeremy has to go learn how Facebook ads work. So I took a week and I taught myself Facebook ads, and then I launched my first one.

And it was just a simple video of me talking to real estate agents saying, Hey, this problem exists out there, real estate agents. Here’s a solution for it. Download this free resource. And it has, we had a similar campaign with the same resource for two months that the marketing company built. It took me a week to create the number of leads with that video that they created in two months.

And it’s just pouring in new real estate agent leads every day Now that now I have to do the thing [00:44:00] that I, I never wanted to do, but it doesn’t make any sense to spend money on these, on these meta ads. If you don’t, then follow up with the lead. So I’m calling these real estate agents. After they download our checklist and just starting a conversation, and that is a place I never thought, I never thought I needed or wanted to do that, but those conversations have gone better than I ever could because it’s not normal for a real estate attorney in Iowa to reach out and just try to be helpful.

And that’s in line with our core values is, Hey, here’s this free resource that can really help you with your listings. Before, before they even have a signed purchase agreement. Start asking these questions so we know if there might be title objections. And then if, if they do pay child support or they did, they don’t actually own the home, they’re selling it for their parents.

This can let you get ahead of these title objections before that crucial week before closing. So just reaching out and being helpful and then following up and saying, oh my God, the owner of the firm called me just to see if I had questions. That’s really opened the doors for some [00:45:00] conversations and allowed us to earn new referral sources.

Jonathan Hawkins: So that’s interesting you’re using. Ads to basically get introduction, but then you’re going old school relationship building and being helpful sounds like.

Jeremy Danilson: Yes. And I hate to, I don’t wanna keep trashing on the marketing company, but the social media posts they were doing for us for six months were really self-serving. I felt like, and I recognized this about three months ago, they really said, Hey, book an appointment with us. Hey, we’re great at this.

Hey, look at Danielson Law. And I wanted to shift that. Perspective and just start giving value and give, give, give. So give free knowledge out and just be, just try to build that reputation so that our audience can know, like, and trust us. And that’s my goal. I know if we give and we give and we give and we give and we give and we give, it will work out for me as a business owner in the future.

I may not know the exact date or how or when. I just know that’s the right thing to do and that’s the right way that I wanna run my, my law firm.

Jonathan Hawkins: Well, it definitely works for sure. So let me ask, [00:46:00] when, when did, when did you start this process? How long ago?

Jeremy Danilson: Which specific process are we

Jonathan Hawkins: the sort of the relationship building after you run an ad.

Jeremy Danilson: Probably two weeks. So as soon as those ads leads started coming in from the new video that I created they started pouring in three to five new agents every single day. And I said, well, I’ve got all these leads. I need to start calling ’em. So I called six right before I hopped on this podcast with you and had one really long conversation with a real estate agent I had never met, and found out that she’s moving from a big brokerage to a smaller boutique broker brokerage who doesn’t have in-house transaction coordinated services.

And just by that conversation, I’m optimistic that we’ll be helping her once she gets settled in that new boutique brokerage.

Jonathan Hawkins: Phenomenal man. I love it. In two weeks, that’s nothing. It’s like, that’s nothing.

Jeremy Danilson: Yeah, I gotta, I gotta figure out if I, I mean, I’m keeping up with this volume and I’m not, I’m only spending like 14 bucks a day on meta ads. This is ridiculous how much success it’s showing. I mean, I, [00:47:00] I could turn up the dial and spend more and create more leads, but I don’t know that we need to yet with the personal outreach I’m doing, so I’m still learning.

I’m sure people listening to this, well, Jeremy, you should be doing A, b, and C also, and you’re probably right. But I’m, I’m, I’m trying to learn and get better each day and the advisor, AI advisors helped me do that as well.

Jonathan Hawkins: Well, you know, a year from now you’ll have to give a talk at Max Law about hiring because of all the work you got and then we’ll get you back on.

Jeremy Danilson: Or, or maybe I’ll learn eight, eight data agents like Tyson and maybe my team will be doing 50% more revenue with the same number of human beings. Who knows?

Jonathan Hawkins: that would be awesome. Yeah. So, well, cool. So, you know, we’ve been going a while now. There’s a few more things I want to sort of touch on. You know, you’ve been at it for 10 years. You are obviously very skilled and comfortable with technology where a lot of lawyers maybe are not. But as you look back you know, any lessons you’ve learned in the growth of your firm that, you know, might be helpful for others out there?

And, and the way I like to frame this question often is, you know, are there [00:48:00] things maybe you, did that, you’re like, yeah, I probably shouldn’t have done that, or things that you did, but you’re like, man, I wish I had done that years before or earlier in the process.

Jeremy Danilson: Join a group like Maximum Lawyer. Surround yourself with other forward-thinking law firm owners. You’ll realize you’ll, you’ll feel less isolated. You’re not alone. You’re not the only one who thinks this way. There’s a lot of brilliant real estate attorneys and attorneys in Iowa, but they don’t all have this same mindset that that a group like Maximum Lawyer does.

And being able to be in a room with other forward thinking attorneys share your problem, share your biggest concern, and get feedback, has been monumental in my growth. I also feel like my journey with improving my mindset started probably only six or seven years ago. When I was 36 or 37, I’m 42 now, and I feel like my success as a law firm owner and as a dad is tied directly to my journey of trying to improve my [00:49:00] mindset and my health.

That’s a whole nother podcast episode. I probably put just trying to be better every day. Being, trying to continue to learn that affects and has infiltrated all areas of my life. Most definitely that is the law firm owner as well.

Jonathan Hawkins: Well, let’s touch on that mindset growth a little bit. You know, like you said, we could talk about it probably for hours, but maybe give sort of a high level, you know for advice for people out there that may need the mindset growth. I mean, I need it, everybody needs it. And it never ends.

It’s always like, man, I gotta get past this mental barrier. What sorts of things, you know, how did you realize it? What sorts of things have you done to push through and growth?

Jeremy Danilson: So definitely starts with reading and listening to podcasts. And the very first book that I read on this journey that I have now reread three or four more times is Ed Mylett “Power of One More” and it’s really, really conveys a critical message when things are really hard. You don’t have to decide if you’re gonna quit forever.

All you have to decide is [00:50:00] don’t quit today. Keep fighting today on the thing. So if you’re really struggling as a law firm owner and you don’t know if you can make payroll next month, don’t decide If you need to shut the doors today, just don’t quit today. Do everything you can in your power, in your control to move a small step forward today.

And that book in that theme took me from some of my darkest, most challenging times to just keep fighting and keep trying. When we had cash flow crunches and things were uncertain, learning about profit first and getting that system implemented. Now there’s discipline in how we run our run, run the different buckets of revenue.

It’s, I don’t have one big bucket with a ton of money in it that just looks like I, my, my free pot to go spend money. I’ve got a specific small. Bucket attributed to operating expenses and another one to payroll, and another one to technology, and another one to our e and o insurance, the big things. And we always have the money for the big expenses when they come, because I’m setting it aside each time we do a deposit.

And I didn’t have that financial [00:51:00] discipline three or four years ago. And things were pretty scary back then. When I was just reaching into the cookie jar and spending money the way I wanted to. That. And then I guess one more author or speaker. I, I really like Jason Silk. He spoke in Nashville to us, his book Relentless Solution Focus.

I am annoyingly consistent about that to Mike Bo and they know the mantra of what is one small thing you can do to make the situation better. And I live that to its fullest. When, when I feel stress or anxiety, that’s probably where AI board of advisors were born from as well, is. You feel the stress, anxiety, or worry about a problem.

Maybe it is that payroll concern next month that you may don’t have the money for. What is one small thing you can do to try to make this better? And you take that step, you take that action, and maybe it doesn’t solve the problem. But once you take that action, you see the impact it has, then you take another small step and that’s all you have to do.

You don’t have to solve the break problem today. You need to take a step in the right direction to towards the solution.

Jonathan Hawkins: Great message there. Great, [00:52:00] great message. So you, you’ve come a long way, man. You got a lot, a lot of cool stuff going. As you sit here today and you look 10, 15, 20 years out, what’s, what’s the long term vision for the firm?

Jeremy Danilson: We want to be the premier. 15, 20 years is a long time a lot faster than that. We wanna become the premier real estate transactional firm in the state of Iowa and be helping the most. I Iowans buy and sell property, real estate commercial in the state. And the reason we’re helping the most Iowans is because we create the best client experience.

We make it fun to buy or sell real estate and maybe even a little bit educational along the way. And we treat everybody like they’re human beings and we care. We care about ’em. So that’s the immediate. Path I have written down in our firm vision that we would potentially spread to other states.

And that potential scares the crap outta me. But I, I force myself to write it down on a timeline. So I think there’s a potential that that occurs as well as we’re continuing to move forward. ’cause I feel like the growth is, the growth is going to come really, really quickly and [00:53:00] I need to, and I’m, I am prepared for it.

But I know it’s gonna bring new challenges, and I need to make sure that I’m willing to ask for help from my peers and my coaches and our advisors.

Jonathan Hawkins: So on that point I’ve taught, so I, I want to grow across, border as well. I’ve talked to a lot of people about it who’ve done it you know, et cetera, et cetera. And a lot of people say you know, maybe do your first second office in the same state, you know, in another city. So you know, you’re not dealing with.

Another jurisdiction’s, regulations and all that kind of stuff. And it’s still close enough. I mean, you still have to drive or whatever to get there, but you, you sort of at least get the experience of managing a, a different office for a while. Then you go try, you know, cross border. I, I don’t know, maybe that works for some and not others, but just something to think about.

Jeremy Danilson: At least for real estate transactions, we already serve the entire state. I’m not convinced I need another physical office. We don’t technic, I mean, we’re in a Regis building right now for [00:54:00] our two attorneys here. I’m not convinced I need another physical office in another city in Iowa to achieve the goal.

I outlined, maybe I’m naive but. We can serve the entire state with remote, online notary and remote closings. We’ve got the ability to help people 2, 3, 4 hours away as it is right now.

Jonathan Hawkins: Nice. I love it, man. So for, for folks out there that want to get in touch with you, maybe ask you more detail on the AI board of advisors or send you work in Iowa, whatever it might be, what’s the best way to find you?

Jeremy Danilson: Let’s do the email address jeremy@danilsonlaw.com, J-E-R-E-M-Y @danilsonlaw.com. And if you do email me, I will share, you share a resource that I gave out at Maxwell Con about how to build your own AI board of advisors. It’s a step-by-step PDF packet telling exactly how I did it with the exact prompts for those four initial advisors, and I’d be happy to share that with you.

Jonathan Hawkins: That’s a good resource guys. And gal I’d reach out to Jeremy and get that. So Jeremy, man, again, this has been really cool. I [00:55:00] think what you’re doing is cool. I’ve got some homework to, you know, I got a new shiny object, which is build some advisors here. So, I appreciate you coming on, man.

Jeremy Danilson: Jonathan, I appreciate the invite. I had a good, good time. Thank you.

OutroUpdatedWebsite-1: Thanks for listening to this episode of the founding partner podcast. Be sure to subscribe on Apple podcasts, Spotify, or wherever you get your podcasts to stay up to date on the latest episodes. You can also connect with Jonathan on LinkedIn and check out the show notes. With links to resources mentioned throughout our discussion by visiting www.lawfirmgc.com. We’ll see you next time for more origin stories and insights from successful law firm founders.