Case Study

Marketing Strategy for Estate Planning

Marketing Strategy

Targeted Plan drives long-term growth

An attorney offering estate planning services came to us when he realized his current marketing strategy needed to be revamped.

We were able to shift him from a broad, geographic-focused reach with few conversions to a marketing strategy focused on the targeted segments with relevant marketing messages in the right marketing mix. Time efficiencies increase while marketing costs per acquisition decreased.

Several years later, the marketing plan is still in action, driving new leads, and turning prospects into clients at a higher and faster rate because he understands his customers, their needs, wants, questions, and concerns.

He is prepared and provides relevant content and messaging, and of course, he provides excellent service.

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