Client estate planning guides and seminar are powerful content marketing tools for CPAs, lawyers and financial advisors
Want to boost brand awareness, promote your estate planning services and strengthen relationships with clients, prospects and referral sources? Use the PDI Global estate planning guide and seminar presentation to nurture clients, generate leads and grow your business. Updated for recent changes in tax laws, 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:
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 content of our estate planning guide and seminar program positions you as a thought leader, differentiates your firm from competitors and encourages 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 guide and seminar program, please click on the links above, call us at 866-240-8477 or contact us.