Leadgeneration247.online
Established 2021
+44(0)7538460685

If you're an estate planner looking to grow your business, you know the importance of building a steady pipeline of clients. The challenge isn’t just about getting leads; it’s about attracting the right kind of clients who are serious about their estate planning needs. Whether you’re just starting out or looking to scale up your business, having a robust marketing strategy is essential. In this guide, we’ll cover everything you need to know about marketing your estate planning services, from creating a powerful online presence to leveraging referrals and networking.

Why Marketing Matters in Estate Planning

Estate planning is a highly personal service. Your clients aren’t just buying a product; they’re trusting you with their financial future and the legacy they want to leave behind. That means your marketing needs to go beyond basic advertising. It should educate, build trust, and position you as the go-to expert in your field.

The Bottom Line:

If you’re not consistently marketing your services, you’re leaving money on the table. A good marketing plan helps you reach potential clients who may not even realize they need estate planning until they see your message. It’s about making sure your name is front of mind when they decide it’s time to get their affairs in order.

1. Build a Strong Online Presence

The first place people look for information today is online. If you don’t have a strong digital footprint, you’re missing out on a huge segment of potential clients.

Must-Have Elements for Your Website:

• Professional Design: Your website should look polished and professional. It’s often the first impression potential clients have of you.
• Clear Service Descriptions: Make it easy for visitors to understand what you offer—wills, trusts, LPAs, inheritance tax planning, etc.
• Client Testimonials: Social proof is powerful. Include testimonials from satisfied clients to build trust.
• Lead Capture Form: Every page should have a clear call-to-action (CTA) and a lead capture form to collect visitor information. Don’t let potential leads leave your site without giving them a chance to book an appointment.

Tip:

Consider using an AI-driven appointment-setting system (like the one I offer) to follow up with leads automatically and get them booked in for a consultation without you lifting a finger.

2. Leverage Social Media and Online Marketing

Social media isn’t just for big brands; it’s a powerful tool for estate planners too. Platforms like Facebook and LinkedIn allow you to reach potential clients directly and establish your authority in the field.

How to Use Social Media Effectively:

• Share Educational Content: Position yourself as a thought leader by sharing posts that explain the importance of estate planning, answer common questions, or give tips on avoiding probate.
• Run Targeted Ads: Facebook ads can be highly effective for generating leads. Target people who are likely to need estate planning services based on demographics like age, income, and homeownership.
• Engage with Your Audience: Respond to comments and messages promptly. Social media is about building relationships, not just broadcasting your message.

3. Tap into Referral Business

Referral business is the lifeblood of many estate planners. Your clients trust you with their most personal financial matters, so when they’re satisfied, they’re likely to refer you to family and friends.

How to Maximize Referrals:

• Ask for Referrals: Don’t be shy about asking happy clients for referrals. You can simply say, "If you know anyone who could benefit from estate planning, I’d be grateful if you could pass along my details."
• Partner with Financial Advisors and Accountants: Build relationships with professionals who serve the same client base. Offer to provide free educational sessions or a consultation for their clients as a value add.
• Create a Referral Program: Offer incentives for clients and partners who refer new business to you, such as a discount on future services or a small thank-you gift.

4. Network Like a Pro

Networking is about making genuine connections with people who can either become clients or refer clients to you. It’s one of the most cost-effective ways to grow your business, but it requires consistency and a strategic approach.

Networking Strategies:

• Join Local Business Groups: Attend meetings for local chambers of commerce, BNI chapters, or other business networking groups. These are great places to meet people who might need your services or can refer you to others.
• Host Educational Seminars: Offer free seminars on topics like "How to Protect Your Assets with a Trust" or "Understanding Lasting Powers of Attorney." This positions you as an expert and allows you to showcase your knowledge.
• Build Relationships with Related Professionals: Connect with mortgage brokers, real estate agents, and insurance advisors who can refer clients needing estate planning services.

5. Combine Online and Offline Marketing

Many estate planners make the mistake of relying solely on online marketing or sticking to traditional methods like direct mail. The truth is, a well-rounded strategy uses both.

Offline Marketing Ideas:

• Direct Mail Campaigns: Send informative mailers about the importance of having a will or trust, especially targeting neighborhoods with higher homeownership rates.
• Community Sponsorships: Sponsor local events or charity runs to increase brand visibility and show that you’re invested in the community.
• Print Advertising: Consider running ads in local newspapers or community magazines where your target audience is likely to see them.

Online Marketing Ideas:

• Google My Business: Make sure your business is listed on Google My Business so clients can easily find you when searching for estate planning services in your area.
• Email Marketing: Build an email list and send regular updates with tips, client success stories, and reminders about the importance of estate planning.
• SEO: Optimize your website with relevant keywords like "trusts," "wills," and "estate planning" to rank higher in search engine results.

6. Get Customers on Demand

As an estate planner, you know the value of having a steady stream of clients ready to meet with you. That’s where my trust appointment-setting service comes in. Instead of spending your time and energy chasing leads, I handle the entire process for you. From generating high-quality leads through targeted online marketing to setting confirmed appointments, my service ensures your calendar is filled with clients who are already interested in setting up trusts.

Why Choose My Service?

• Qualified Leads: I attract prospects who have expressed genuine interest in setting up a trust, so you spend your time meeting with serious clients, not cold leads.
• Automated Appointment Setting: My service handles the follow-up and scheduling for you, using an AI-driven system to book appointments directly into your calendar.
• Consistent Flow of Clients: You’ll have a reliable pipeline of new clients, allowing you to focus on what you do best—helping families secure their financial futures.

Ready to take the hassle out of lead generation and get more trust appointments? Call [Your Phone Number] or book a free consultation online to get started today.

Ready to Take Your Marketing to the Next Level?

If you’re serious about growing your estate planning business, let’s talk. I can help you create a customized marketing strategy that gets results, combining targeted online ads, referral programs, and automated follow-up systems.

Call 07538460685 or schedule a consultation online to get started today.