Estate planning isn’t just a service you offer existing clients — it’s one of the most powerful ways to start new conversations with the right prospects.
Join Samantha Russell (FMG) and Dan Bolton (Wealth.com) to see how to turn estate planning topics into high-value marketing campaigns, educational events, and client conversations that attract multi-generational relationships.
You’ll learn how to:
📈 Start better prospect conversations with estate planning topics. Use common estate questions to open the door to new client relationships.
🎯 Position estate planning as part of your advisor value proposition. Simple messaging that differentiates you and attracts multi-generational families.
📧 Run estate planning marketing campaigns that drive engagement. Webinars, emails, and client events that have proven successful to turn estate education into referrals and meetings.
👨👩👧 Turn estate conversations into multi-generational relationships. Involve spouses, heirs, and family members to deepen relationships and grow AUM.
Whether you’re just starting to introduce estate planning into your client experience or want to use it more intentionally as a marketing and growth strategy, this session will give you practical ideas you can implement right away.
