The Estate Planning Marketing Hamster Wheel

Business man running from stress
Picture of BY: Jennifer Goddard

BY: Jennifer Goddard

Jennifer Goddard is CEO, Vice President and co-founder of IMS. She guided the agency from its start-up as a consulting firm in 1995 to a multimillion-dollar national agency.

One of the most frustrating aspects of estate planning marketing is the toll it often takes on the attorneys and their personal lives. It’s not just about serving clients … which, honestly is stressful enough. It’s about managing referral relationships, staying in touch and making each one feel valued and special … carving out time for lunch meetings …

Or … it’s driving all over your market area to deliver yet another seminar or workshop … in a local restaurant, nursing home, public library or rented conference room. And it’s not just all the driving … it’s the time away from home … and even away from the office. When things go well, there’s hardly any time to get the work done, unless you stay late or go into the office on the weekend. And then, of course there’s hardly any time left to actually lead your staff, build your team or implement great new ideas.

And when things aren’t going so well … it’s the white-knuckle, gut-wrenching feeling you get when you look at the firm’s bank balance and wonder how you’re going to meet payroll or pay the office rent.

Did you know it’s that way by design?

All those self-proclaimed gurus who told you that the way to market an estate planning or elder law practice is by building your referral network and/or hosting live workshops … they set you up for this.

Those out-dated estate planning marketing strategies are designed to keep you busy, fill up your time and create a glass ceiling on your income.

It does not have to be like this.

The key to scaling your practice and taking back your life is to LEVERAGE YOUR TIME.

Just say no to more working lunches.

Just say no to hustling around to even more live workshops.

Learn the simple strategies our clients use to get off the hamster wheel of seminar and referral marketing.

Book a free Discovery Call. In this FREE session, we will work with you to craft a step-by-step game plan to hit your income goals for this year, whether that’s $10,000/month or $200,000/month … AND for attracting the exact the clients you want … a game plan that won’t have you doubling-down on even more lunches or seminars!

Take your life back!

Book now.

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