LIVE WORKSHOP:
Estate Planning as a Growth Strategy:
How financial advisors can use estate planning to market their
business smarter and attract new clients
Samantha Russell
Chief Evangelist at FMG
Dan Bolton
Head of Marketing at Wealth.com
Thursday, June 12th at 10 am PT | 1 pm ET
In this practical and strategy-packed session, you will learn how to use estate planning in your client conversations and prospect marketing as a powerful lever for business growth.
This workshop will reveal how combining these disciplines can unlock new opportunities to expand client services, generate referrals, and increase revenue—all while delivering exceptional value to clients and their families.
You'll Learn:
📈 The Strategic Value of Estate Planning: Why integrating estate planning directly drives client retention and acquisition.
🎯 Position Estate Planning as a Differentiator: Messaging techniques that make you stand out in a competitive market.
📝 Educational Marketing Campaigns: Ready-to-implement webinars, emails, and lead magnets focused on estate planning.
✅ Compliance Best Practices: How to discuss estate planning effectively while staying within regulatory boundaries.
💼 Success Stories: How advisors have leveraged estate planning to strengthen multi-generational relationships and increase AUM.
Whether you're just beginning to explore estate planning as part of your value proposition or looking to elevate existing offerings, this workshop will give you the tools, frameworks, and inspiration to turn estate planning into a growth engine.
