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Probate Marketing … a bulls eye for wealth management
By admin | July 29, 2008
The old ways of marketing to high net worth clients produce meager results for financial advisors, CPA’s and estate planning attorneys. The new way to market is to apply life cycle timing to identify "money in motion". Probate marketing is the best new form of marketing that I have seen in a long time. When families transfer wealth from one generation to the next assets have to go through probate and estate settlement. There are a few experts on the subject Brian French is one. He owns a number of probate marketing sites targeted at this market. An easy way to start is to get a listing on one of his probate marketing web sites like estatesettlement.com. They recently have allowed financial advisors to join. It is also a great way to network with estate planning attorneys.
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