Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
free WEBINAR for estate planning attorneys:
How to Maximize Your Estate Planning Practice Marketing Budget (Without Breaking the Bank)
Are You an Estate Planning Attorney Looking to Maximize Your Marketing Budget?
In the competitive world of estate planning, marketing can feel like a luxury, especially with tight budgets. But it doesn’t have to be.
Join us on August 28th at 12:00pm EST for a FREE Virtual Webinar hosted by Lisa Roser, a 20+ year marketing veteran in the estate planning, asset protection, and Medicaid qualification fields. Lisa will show you how to leverage free and low-cost marketing tactics to boost your firm’s visibility and lead generation without the big ad spend.
- August 28, 2025
- 12:00 PM EST
- Virtual on Zoom
- Host: Lisa Roser
What You’ll Learn: (You Won’t Want to Miss These):
1. Uncover Hidden Tactics You Haven’t Thought Of
These underground marketing strategies have been used by top estate planning firms, but they’re still flying under the radar. Find out how to implement them today.
2. Stop Wasting Time and Money on What Doesn’t Work
Learn how to zero in on the strategies that will actually move the needle for your firm, and how to stop doing things that drain your resources.
3. Why Your Firm’s Branding Might Be Holding You Back
You may be missing out on critical branding shifts that could build the kind of trust your clients need to feel confident in your services. You’ll be shocked at what’s been right under your nose.
Sneak Peek into What You’ll Learn:
- What If We Told You That Referrals Don’t Have to Cost a Dime? It sounds too good to be true, but it isn’t. Recommended strategies involve partnering with financial advisors, CPAs, and local leaders in a way that requires little to no investment and the results speak for themselves. Lisa will show how this has worked for others.
- What If You Could Repurpose Your Content and Get More Leads?
Sure, everyone talks about content marketing. But what if we told you that there are ways to leverage blog posts, videos, and FAQs to not only build authority, but create new streams of leads with minimal effort? - The Truth About Email Marketing (It’s Not What You Think!)
Forget what you’ve heard about traditional email marketing. Discover how targeted, personalized emails to your existing clients can drastically increase referrals and we’re not talking about spammy, high-cost campaigns. - Local Exposure on a Shoestring Budget:
What if you could use your Google Business Page or local media outlets to dramatically increase your visibility without ever paying for ads? You’ll learn how to optimize every free tool at your disposal to keep your firm in front of potential clients.
A Website that Works for Your Estate Planning Firm
Your website is your 24/7 marketing tool. Ensure it’s working hard for you.
- Educational Content for Lead Conversion
Whether through blogs, videos, or FAQs, educate your audience and build trust with content that speaks directly to their needs. - Local Listings Matter
Claim and optimize your Google My Business, Yelp, and Facebook profiles to boost your local search rankings and credibility. - Lead Generation Tools
Learn how to offer free booklets, workshops, or on-demand webinars to capture valuable leads and nurture them through your marketing funnel.
Smart Investment in Advertising:
It’s not about spending big—it’s about spending smart. Understanding how to allocate your marketing budget across different channels can significantly boost your firm’s growth.
- Brand Awareness & Lead Generation
Learn how to invest in brand awareness to establish yourself as a trusted name in estate planning. Understand why a small investment in consistent, visible branding can set the stage for higher-quality leads. - Making Data-Driven Decisions
Use data to evaluate your advertising efforts. Identify which channels deliver the best results, and spend your marketing dollars where they’ll yield the highest return. - Making Your Marketing Budget Work Harder: Without Going Big
You might think you need to spend big to see results in advertising. But what if we told you that a small shift in consistent, brand-building marketing could be your first step to generating higher-quality leads? Learn why small but smart marketing moves can make a huge difference in the long run.
With over 20 years of experience in estate planning marketing, Lisa Roser is the expert you want in your corner. Known for her ability to craft personalized marketing strategies that align with firm goals and budget constraints, Lisa has a proven track record of helping estate planning attorneys increase visibility, build trust, and generate more leads, without the need for large marketing budgets.
Lisa’s deep knowledge of both traditional marketing and digital strategies ensures your firm can stay ahead of the competition, regardless of size or budget.
Your Chance To Up Your Marketing Game
August 28th | 12:00pm EST | Virtual on Zoom
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Create a 90-day Marketing Plan at TAPER 2025
Join us at TAPER 2025 to build your 90-day marketing plan with Lisa’s expert guidance. Walk away with an actionable plan that can help your firm grow its client base without overspending.
