How to Build Your Estate Planning Practice
14d ago in Client Generation
How to Build Your Estate Planning Practice
The key in marketing estate planning services is to realize that you have to meet the client where they are in the buying cycle. Some leads will be ready to buy right now, but most will not. To have a successful practice, you have to be able to market to the 97% who aren’t ready to buy right now.
The way you do that is really a pretty simple formula. Offer them a high value content offer like a checklist or downloadable whitepaper in return for an email address. Offer them an appointment right now if they want it but don’t be too aggressive. Then send them additional content going forward like emails, webinars, workshops, etc. When they’re ready to buy, you will be positioned as an expert and offering them an easy on ramp for your services.
That’s all you need to build a seven figure estate planning practice.
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