Knowing the estate planning market is a good start to building an estate planning clientele. Bridging that knowledge to real people is the logical next step. Prospecting sources for estate planning clients include:
- Existing Clients
- Prospects for Whom You've Created a needs and wants Analysis
- On-Profile Referrals
- Professional Adviser Networks & Centers of Influence
- Seminars
- E-Mail
- Direct Mail
Each prospecting source has its own strengths and shortcomings, as reviewed on the following screens.
