If you’re reading this, you’ve probably been told to incorporate estate planning within your advisory firm. After all, it’s a huge differentiator (and consumers WANT it). But let’s be honest—success isn’t just about having the right service. It’s about how well you market it. That’s why we’ve partnered with Diana Cabrices, advisor marketing educator, to teach you 5 marketing tactics to promote your estate planning offer. This session will happen LIVE on Wednesday, September 25th at 10 am PT / 1 pm ET, so bring your burning questions! Here’s what’s in store: ✅ 5 actionable strategies for effectively marketing estate planning ✅ Proven tips on how to engage clients through education and drive real results ✅ Free templates, scripts, and other content you can begin using right away to market your offer Register here: https://lnkd.in/enxXtgyf
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