Predictable Estate Planner - Heath Rost

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    The difference between a short term and long term marketing strategy as an estate planning attorney wanting to grow their practice in 2025

    May 29, 2025 by Heath Rost

    So one thing most estate planning law firm owners don’t understand about their marketing strategy that I wish they did…

    “The difference between a short term and long term marketing strategy as an estate planning attorney wanting to grow their practice in 2025”

    A large portion of law firms that approach me every day wanting help with their marketing and lead generation for their law firm are in “leads-now” mode. They’re focused on the short term actions they can take that will show them the result they most desire.

    These aren’t the ideal clients we like to work with. But I believe it’s mostly because they’re not educated on the behavior of their ideal, qualified, prospect.

     

    Short Term Lead Generation Works For Short Bursts Of Qualified And Unqualified Leads

    The reason you’re not getting any leads–qualified or not–right now is because your messaging sucks. There I said it. Even if you paid $10,000+ for a website and professional copywriting, 99.9% of marketing agencies don’t understand what actually converts prospects looking for help from an attorney for estate planning.

    It’s more than copywriting though, its branding and credibility.

    An advertisement and a website will convert prospect into leads, but if you’re stopping there and not implementing any sort of long-term nurturing strategy, not implementing any sort of pre-selling strategy, you’re not going to see

    – consistency of leads flowing in
    – increase in quality of leads booking appointments
    – an increase in the quantity of leads reaching out every monthly

     

    Long Term Lead Generation Pre-Sells Your Prospect And Comes From A Confident, Poised Place

    The Predictable Estate Planner Marketing (EPLP) System(tm) uses a simple 3-step method to attract and convert website traffic into pre-sold, nurtured, qualified leads.

    1) The Conversion Website portrays your business in such a way that your brand is optimally represented. Effective in converting qualified prospects quickly if they’re already educated and want to speak with an attorney right away. This is the beginning of an effective short-term marketing strategy.

    2) An online conversion mechanism or “OCM” builds upon the nurturing followup after a prospect becomes a lead. This really is the first step in re-engaging the prospect. Your website is the beginning of your OCM.

    3) Pre-selling your prospects through your personality, and educational and purposeful content on your website. This is where the real work with me and my team begins after we get your lead-generation website and OCM automations set up. The first 2 steps get people into your funnel, this third step is ever-changing and evolves with your business.

    Things our clients will tell you this solves for their business:

    -They can leave for vacation for 2 weeks, cut off all contact with the business, and not worry about things falling apart while they’re gone.

    -Prospects have better questions when they eventually sit down with you.

    -Prospects have a clearer picture of how you can help them before they even sit down.

    -this list goes on but you get the point

     

    The One Thing I Wish All Estate Planning Law Firm Owners Knew About Their Marketing Strategy

    The behavior of your ideal, qualified, prospect matters. I’ve been empowering estate planning firm owners for the past decade. The truth is in the analytics, the numbers, and the bottom line.

    Your practice area of estate planning is Grounded in your Long Term Pre-Selling Marketing Strategy.

    If you ever desire to have a never ending stream of qualified leads banging down your door, if you want to be the go-to estate planning attorney in your city, state and region, if you’re tired of wasting time meeting with unqualified leads, if your work-life balance is so out of whack that you’re pulling your hair out,

    There is an easier way. I can help.

     



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    Filed Under: Attorney Websites, Automation & Followup, Blogging

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