Professionals who are involved with estate planning often have to engage in the difficult process of marketing themselves to potential clients. This article discusses some of the techniques that can be used to create an effective marketing strategy. One of the most important things to consider when creating a marketing strategy is what type of clients or markets you are going to target. It is also important to inform the potential clients you are marketing to about the type of experience your firm has to offer. Estate planners can build strong professional relationships with their clients by educating them. Incorporating different delivery methods is also an important marketing strategy. Finally, it is important for marketing ads to have great graphics and designs to attract customers and stand out from competitors.
See Craig R. Hersch, The Silver Bullet, Wealth Management, May 11, 2016.
Special thanks to Jim Hillhouse for bringing this article to my attention.
