The State of Your Estate Campaign
Overview
The State of Your Estate℠ (SOYE) campaign is designed to help financial advisors develop substantive, referral-generating relationships with estate planning attorneys. It goes beyond the typical recommendations for establishing a referral partnership and builds off of the “give to get” approach. Advisors who engage in this marketing campaign are given the tools to engage attorneys and provide value to their practice for the purpose of creating long-term, mutually beneficial referral partnerships.
What can I gain?
The State of Your Estate℠ Attorney Alliance Campaign gives financial advisors the step-by-step process and tools to help them develop productive estate planning attorney relationships.
This campaign has been successful in helping the advisors:
Ready for a better plan?
Please fill out the form below to receive more information on our State of You Estate Campaign℠.
