Client estate planning guides and seminar are powerful content marketing tools for CPAs, lawyers and financial advisors
Use PDI Global’s estate planning guides and seminar presentation to boost brand awareness, promote your estate planning services and strengthen relationships with clients, prospects and referral sources. Updated with the provisions of the American Taxpayer Relief Act of 2012, these versatile content marketing and client communication tools give you an easy, cost-effective way to inform business owners, professionals, high-net-worth individuals and others about the process and benefits of estate planning.
Designed for use by accountants, lawyers, trust officers, insurers and financial planners, our brand-ready estate planning guide is available in print and electronic formats to maximize reach, impact and ROI:
Whichever format of our estate planning guide you choose, you’ll also get for free our Tax Law Change Updates on important changes in the tax code. Use this informative content to support your marketing and client communication objectives by:
Also, download our free white papers on professional services marketing (see sidebar) for ways to maximize your guide’s effectiveness.
Proven estate planning marketing tools
The professionally written contents of our estate planning guides and seminar program position you as a thought leader, differentiate your firm from competitors and encourage contact for service or more information. Topics covered include:
The image-enhancing designs include areas to brand with your logo and contact information. Plus, these proven practice development tools save you time and effort, so you can focus on serving clients and building your practice.
Put them to work for your firm
To learn more about our estate planning guides and seminar program, please click on the links above, call us at 866-240-8477 or email firstname.lastname@example.org.