5 Ways Advisors Can Generate Leads Using Estate Planning

As a financial advisor, getting leads is crucial for business growth and expanding your clientele. But, many advisors miss out on the potential of estate planning as a lead generation tool. In this blog post, we'll dive into 5 proven ways that financial advisors can generate leads using estate planning.

1. Host Estate Planning Workshops or Seminars

One of the most effective ways to generate leads with estate planning is by hosting workshops or seminars for potential clients. Plan a seminar or workshop to showcase your expertise while educating potential clients. This is your chance to explain the significance of estate planning and offer free consultation sessions to attendees. It's a great opportunity to build a connection with potential clients and bring in new leads for your business.

2. Offer Free Estate Planning Consultations

Another way to generate leads through estate planning is to offer free consultations to potential clients. You can do this through your website or by networking at events. By offering this service, you build trust with potential clients, giving them a better grasp of how your expertise can benefit them. This way, you can attract more clients to sign up for any of your financial services.

3. Partner with Estate Planning Attorneys

Teaming up with estate planning attorneys is a fantastic way to score leads. Attorneys often connect with clients seeking estate planning, so they can be networking goldmines. By creating a referral partnership, anytime they spot a client who could benefit from your services, they'll send them your way. It's a win-win situation, where you can also give them some referrals in return.

Ready to grow with Estate Guru?

4. Use smart technology

Another handy tool for generating leads is estate planning software, like Estate Guru. Using a smart tech solution makes it easier to prospect and connect with the next generation of clients. Estate Guru also allows you to leverage a network of attorneys across the nation, so you don’t run the risk of referring a customer to an attorney and never hearing back from them ever again.  Estate planning software is a great prospecting tool that ensures you deliver legally sound documents and tailored estate plans for your clients. 

5. Create Estate Planning Content

Here's a pro tip: creating estate planning content can actually help you attract potential clients and generate leads. You have a few options like blog posts, videos, or social media posts to explain why estate planning is important, how you can lend a hand, and the benefits you bring to the table. Educating and sharing information with potential clients builds credibility and trust—leading to interest in what you have to offer. Maybe even consider Facebook Ads, where you can target potential clients based on their demographics, interests, and behaviors.

Estate planning is a vital part of financial planning and offers a great opportunity to generate leads as a financial advisor. You can organize workshops, provide free consultations, partner with attorneys, use smart technology, and create estate planning content to grow your business and position yourself as an expert. Don't underestimate the power of estate planning as a lead-generation tool. Incorporate these 5 strategies into your business plan and see your leads and clients soar!

As a financial advisor, getting leads is crucial for business growth and expanding your clientele. But, many advisors miss out on the potential of estate planning as a lead generation tool. In this blog post, we'll dive into 5 proven ways that financial advisors can generate leads using estate planning.

1. Host Estate Planning Workshops or Seminars

One of the most effective ways to generate leads with estate planning is by hosting workshops or seminars for potential clients. Plan a seminar or workshop to showcase your expertise while educating potential clients. This is your chance to explain the significance of estate planning and offer free consultation sessions to attendees. It's a great opportunity to build a connection with potential clients and bring in new leads for your business.

2. Offer Free Estate Planning Consultations

Another way to generate leads through estate planning is to offer free consultations to potential clients. You can do this through your website or by networking at events. By offering this service, you build trust with potential clients, giving them a better grasp of how your expertise can benefit them. This way, you can attract more clients to sign up for any of your financial services.

3. Partner with Estate Planning Attorneys

Teaming up with estate planning attorneys is a fantastic way to score leads. Attorneys often connect with clients seeking estate planning, so they can be networking goldmines. By creating a referral partnership, anytime they spot a client who could benefit from your services, they'll send them your way. It's a win-win situation, where you can also give them some referrals in return.

4. Use smart technology

Another handy tool for generating leads is estate planning software, like Estate Guru. Using a smart tech solution makes it easier to prospect and connect with the next generation of clients. Estate Guru also allows you to leverage a network of attorneys across the nation, so you don’t run the risk of referring a customer to an attorney and never hearing back from them ever again.  Estate planning software is a great prospecting tool that ensures you deliver legally sound documents and tailored estate plans for your clients. 

5. Create Estate Planning Content

Here's a pro tip: creating estate planning content can actually help you attract potential clients and generate leads. You have a few options like blog posts, videos, or social media posts to explain why estate planning is important, how you can lend a hand, and the benefits you bring to the table. Educating and sharing information with potential clients builds credibility and trust—leading to interest in what you have to offer. Maybe even consider Facebook Ads, where you can target potential clients based on their demographics, interests, and behaviors.

Estate planning is a vital part of financial planning and offers a great opportunity to generate leads as a financial advisor. You can organize workshops, provide free consultations, partner with attorneys, use smart technology, and create estate planning content to grow your business and position yourself as an expert. Don't underestimate the power of estate planning as a lead-generation tool. Incorporate these 5 strategies into your business plan and see your leads and clients soar!

Ready to grow with Estate Guru?

© Copyright Estate Guru 2023