Our Estate Planning Marketing Blog
9 Ways to Get Ahead of the Game in 2027
The switch to Google Analytics 4 and the influx of artificial intelligence have shifted the marketing world. These changes will impact how you plan, prepare, and execute your business strategy and marketing plan for 2024.
Audience Targeting: How Successful Marketers Attract Better Clients
A broad marketing net costs more and delivers less. Here’s a simple, three-step framework any service business can use to target the right clients — not just more of them.
What Is AI Marketing? A 2026 Guide for Service Businesses
AI marketing looks nothing like it did a year ago. Here’s a clear, current breakdown of what AI actually does in marketing today — and where it’s headed next.
Webinar Strategies for Summer & Holiday Slowdowns
Summer and the holidays are notorious for slower engagement — but they don’t have to mean slower growth. This guide breaks down how to choose timely topics, design real engagement into your webinars, and extend their value long after they end, no matter which slow season you’re navigating.
Multichannel Marketing: The Complete Guide for Professional Services in 2026
Multichannel marketing has gone from a nice-to-have to the baseline for reaching modern prospects. This complete guide covers what it is, how it’s different from omnichannel, the data behind why it works, and a practical framework for building a strategy that fits your business.
Multichannel Marketing: Which Channels Is Your Business Missing in 2026?
If your marketing strategy leans on one or two channels, you’re leaving qualified prospects on the table. Here’s a complete 2026 breakdown of the online and offline channels worth your attention — and how to know which ones fit your business.
The 3 Step Process to Closing More Business in 2026
Great first meetings that go nowhere are one of the most common — and most fixable — problems in sales. Here’s the 3-step process top performers use to turn qualified leads into signed clients.
Workshops vs. Seminars: Which Format Fits Your Goals?
Not all events are created equal — and the format you choose can make or break your results. This guide breaks down the real differences between workshops and seminars, when each one wins, and two real case studies showing the revenue both formats can drive.
Why the Rise of DIY Estate Planning Is the Best Marketing Opportunity Estate Planners Have Seen in Years
LegalZoom, Trust & Will, and a dozen other online platforms have convinced millions of Americans they’ve handled their estate planning. Most of them haven’t. For estate planning and elder law attorneys, this isn’t a threat. It’s one of the largest untapped client acquisition opportunities in the legal market right now. Here’s how to position your practice to capture it.
Reaching the Discovery-Phase Consumer: How Educational Workshops Expand Your Market
Most of your addressable market isn’t actively shopping for an advisor or attorney yet, they’re still figuring out what they even need. Here’s how educational workshops reach that larger, earlier group of prospects before your competitors do, and how to turn that reach into a full pipeline.
How Education-First Workshops Convert More Prospects
There’s a retirement-age consumer in your market right now who hasn’t met an advisor yet, and won’t respond to one who leads with a pitch. Here’s the data behind why education converts them, and how the workshop format is built to reach them first.
Maximize Attendance & ROI: Best Seminar & Webinar Dates
Your event calendar shouldn’t be built on guesswork. This guide breaks down the best days and times to schedule seminars and webinars, how to space events for consistent engagement, and which topics perform best each quarter — so every event works harder for your business.
How Estate Planning and Elder Law Attorneys Win High-Quality Leads in 2026
The demand for estate planning and elder law services has never been greater — but so has the competition. This updated guide gives estate planning and elder law attorneys a clear, actionable playbook for generating high-quality leads in 2026, from precision audience targeting and multichannel marketing to live events, lead nurturing, AI-powered tools, and specialist partnerships.
What is Customer Acquisition Cost? Why Does it Matter?
One of the most important metrics for businesses of all sizes is Customer Acquisition Cost (CAC). This blog will explore what customer acquisition cost is, the importance of calculating CAC, how to calculate customer acquisition costs, and how businesses can use the metric to drive sustainable growth.
Planning Seminar & Webinar Dates for Maximum Impact
Learn proven seminar planning strategies and webinar scheduling best practices to boost attendance, align events with seasonal interest, and strengthen your event marketing strategy.
The Power of Storytelling: Using Narratives to Connect with Clients in Estate Planning Advertising
How do successful estate planning attorneys break through hesitation and grow their firm? The answer lies in one of the oldest communication tools known to humanity: storytelling.
Why Educational Workshops Work for Financial Advisors and Estate Planning Attorneys
One of the most effective tools for financial advisors and estate planning attorneys to stand out is educational workshops. They bridge the gap between marketing and relationship-building, and allow you to demonstrate…
Innovative Approaches to Estate Planning Attorney Marketing in the Digital Age
Among marketing strategies, pay-per-click (PPC) advertising stands out as one of the most effective tools for modern marketing strategy. The best campaigns deliver the right message to the right audience at the exact moment of need.
Crafting a Comprehensive Estate Planning Marketing Strategy
To grow your client base you need more than just experience. You need a robust estate planning marketing strategy. In this blog, we’ll walk you through how to build a full-funnel, client-centric marketing plan tailored to estate planning attorneys.
The Truth About Seminar Marketing
Seminar marketing remains a strong marketing option that is an effective way to connect with potential clients and generate leads. In this blog, we’ll explore seminar marketing, discuss its pros and cons, and explain why it’s still a smart choice for small businesses looking to grow.
How to Convert Seminar Attendees into Estate Planning Clients
Converting seminar attendees into clients requires a strategic approach before, during, and after the event. Here’s a step-by-step guide to help you maximize your estate planning seminars and turn interested attendees into long-term clients.