Estate planning isn't just a value-add—it's one of the most effective ways advisors can differentiate themselves, win new business, and build lasting relationships.
While many advisors see estate planning as something that only benefits existing clients, forward-thinking firms are using it to attract new business and drive firm growth. By centering the conversation around what clients truly care about, including their legacy and values, estate planning is a natural inroad to long-lasting advisor-client relationships that set your services apart from the competition.
In this guide, you'll discover:
- How to position estate planning deliverables as lead magnets and opportunities that spark new relationships
- Ways to offer value-first checkups and campaigns that attract prospects without friction
- How modern, tech-forward firms use estate planning to scale faster, drive engagement, and deepen client loyalty