This series is your roadmap to unlocking growth opportunities and securing a prosperous future.
- Elevate client engagements with impactful conversations.
- Enhance the value of your firm through diversification of services.
- Discover marketing strategies to attract and retain clients for estate planning.
THE ROLLOUT: CAPTIVATE CLIENTS WITH ESTATE PLANNING SERVICES
MAY 22 @ 2PM ET
For your estate planning services to make a difference to your revenue, you have to first get them in front of your clients. Matt Morris talks to Intention.ly about the best ways to build hype, communicate effectively, measure marketing success, and more. Get ready for marketing strategies that will revolutionize your practice!
MASTERING THE ART OF HARD CONVERSATIONS
Available on demand
Bringing estate and legacy planning into your client conversations can be challenging - especially without the right tools in hand. Join Matt Morris, EncorEstate Plans CEO, and Dr. Joy Lere, Psy.D. Co-Founder of Shaping Wealth, to hear about the two superpowers that advisors can hone for greater success.
SECURING TOMORROW: DRIVING FIRM VALUE THROUGH ESTATE PLANNING
Available on demand
As firms look to double down on growth through greater client services and offerings, niche solutions like estate planning can attract ideal clients from the start. By diversifying revenue streams and engaging next-generation clients, firms tapping into greater service lines, like estate planning, can unlock sustainable growth.