Our Estate Planning Marketing Blog
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.
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.
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.
How Often Should Estate Planning Attorneys Host Seminars?
If you’re wondering how often estate planning attorneys should host seminars, the answer depends on a few factors: your goals, your audience, and your available resources. Here’s what you need to consider.
Are Seminars Good Marketing Solutions for Estate Planning Attorneys?
Are estate planning seminars a good marketing solution for your practice? The short answer is yes—and here’s why.
7 Tips to Make the Most of Your Estate Planning Seminars
An engaging and well-planned estate planning educational workshops can educate your audience, strengthen your reputation, and ultimately grow your business. Here are seven tips to ensure you make the most of your estate planning seminars.
The Ultimate Guide to PPC Advertising Best Practices
Pay-Per-Click (PPC) advertising, aka search engine marketing, is a potent tool for digital marketing. With PPC ads, businesses can reach more of their target audience…
How Estate Planning Seminars Can Grow Your Practice
Adding estate planning educational seminars to your marketing strategy can not only enhance your professional reputation and grow your practice, but also help attendees take meaningful steps toward securing their financial legacy.
A Comprehensive Guide to Search Engine Marketing
In today’s online-driven world, businesses compete to capture the attention of their target audience with more and more competition each day.
SEO vs. SEM: Understanding the Differences
Digital marketing is always changing, but two strategies often take center stage – Search Engine...