August 22nd, 2020 - FIRESIDE Marketing
In the last 4 months, we have onboarded 53 estate planning clients, all without any advertising, but the funny thing is, we didn't intend to specialize in this niche at all!
For us, it started with just one special Client, Pam, an estate planning attorney from Denver Colorado.
Like most estate planners, Pam had tried many other ways to generate leads but the results did not generate the consistent returns she needed to grow her practice. When she did get a campaign to work, many of the prospects that showed up were not ready to pull the trigger, or couldn't afford the $3,000+ she charges for her services.
We worked in partnership with Pam to learn about estate planning and what it takes to get these apathetic customers off the fence and into an office (or virtual meeting today, of course).
Our teams built and tested different marketing techniques and campaigns, learning as we went. First, we cracked the code of how to find the right people and get them to show up. Next, it was how to make sure they were ready for an estate planner, and finally, it was to dial in the exact targeting criteria we needed to find the ones with the right income levels.