Stuck For a Year to “Best Month Ever”: Why Hire a Trusted Advisor — with Daniel Blomgren
Episode Details

Hitting a wall with your law firm’s growth? One lawyer did for almost 2 years, then saw his “best month ever.” In this episode, guest host Andy Goldstrom, Principal Advisor at Grow Law, sits down with Daniel Blomgren, founder of Coepio Legal, an 11-year San Francisco business law firm, to break down how he hired a business coach, told his marketing partner to stop treating his ad spend as "set it and forget it", and built a highly lucrative referral network. The payoff: a potential 5-figure deal from one cold call. Daniel also shares how Coepio became a go-to legal partner for 100+ businesses across California. Should you hire a business advisor? Tune in today and find out.


📰 About Dan Blomgren:

Dan Blomgren is the founder of Coepio Legal, a business transactions law firm that acts as outside general counsel for hundreds of small businesses across the Bay Area, California, and beyond. Since launching the firm in 2015, Dan and his partner Kimberly Fong have built a team whose attorneys bring between 9 and 18 years of experience to every client relationship. Coepio Legal works with clients through the entire life cycle of a business, from formation and financing to eventual sale or exit. Dan is also one of the first clients of the Grow Law Advisory Group, working with Andy Goldstrom since early 2026 to build a more predictable referral pipeline and scale with intention.


👉 Andy and Dan explore:

— Why one small word, "and" instead of "or," in a lease turned into a $20,000 to $30,000 swing for a client.

— The year-one mistake Dan sees over and over in businesses that skip hiring an attorney early.

— Why Dan believes referral partners should make up half of a growing firm's business.

— How Daniel built a firm that serves 100+ businesses through every stage of growth.

— The referral system that uncovered potential $10K+ engagements from a single business connection.

— How to hold your marketing agency accountable (see the questions Dan asked that helped uncover 4X on his ROI).

— Why every business owner (including you) should work with a business advisor to prepare for the next stage of growth.


👉 Main Takeaways from the Episode:

— Audit your existing contracts and leases for small wording issues, like "and" versus "or," that can cost you thousands.

— Set a recurring, monitored cadence with your marketing partner this month. Don't just set it and forget it.

— Block dedicated time each week to reach out to potential referral partners, and follow up. The relationship is the strategy.


If you enjoyed today's show, please leave a review and subscribe so you never miss an episode. For more information and links to all of the resources mentioned in today's episode, visit https://growlaw.co/


📞 Connect with Dan Blomgren:

• Website: https://www.coepiolegal.com

• LinkedIn: https://www.linkedin.com/in/dan-blomgren-8b5a171a/


📞 Connect with Andy Goldstrom:

• LinkedIn: https://www.linkedin.com/company/grow-law/

• Instagram: https://www.instagram.com/grow_law/

• YouTube: https://www.youtube.com/@growlaw

• Facebook: https://www.facebook.com/growlaw

• Email: info@growlaw.co

• Phone: (954) 620-5521


#LegalMarketing #LawFirmGrowth #BusinessGrowth #LegalIndustryInsights

Episode cover art for Stuck For a Year to “Best Month Ever”: Why Hire a Trusted Advisor — with Daniel Blomgren
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