“Practice-Building” Membership

The MAP’s most popular membership provides you with a comprehensive marketing plan — and the coaching you need to actually execute that plan.

To steadily build your practice, you’ll need to have a number of marketing programs working for you, all at the same time — effective systems for lead generation, lead conversion and referral generation…

What’s Included

Estate Planning Marketing Lead Generation

We’ll Start With Lead Generation…

We will take care of the majority of the lead-generation activities for you — so you can focus your time and talents on more important matters. We will plan your marketing, work with the media, and prepare your advertising campaigns — all you’ll need to do is approve your ads, manage local activities and be available for coaching.

There are two main ways to attract prospective clients: 1) Invite people to come to your office for a consultation; or 2) Offer attendance at a seminar. We recommend both approaches, and we’ll start with seminars…

Seminar Marketing System

Estate Planning Marketing System

Seminars are the most cost-effective way to generate lots of new clients quickly. If seminars haven’t worked for you before, you haven’t tried it our way!

The MAP’s turnkey system provides you with all the systems, instructions & coaching you’ll need to conduct highly-profitable seminars. During the beginning of your membership, you’ll take part in weekly coaching calls that will take you through the MAP’s complete system, step-by-step.

You’ll receive a speaker’s handbook on“How to Conduct a Seminar for the Best Results.” In this handbook, you’ll learn that the opening & closing of a seminar are the two most important parts when it comes to making appointments, and you’ll find out how to get people to line up for appointments before they leave the seminar.

You’ll also receive seminar follow-up systems that will help you leverage the number of appointments you make. You’ll use phone scripts and a follow-up letter to schedule additional appointments within 48 hours after the seminar.

Here are some of the other components of the MAP’s Seminar System…

Personalized Seminar Campaign

Estate Planning Marketing Seminar Campaign

The MAP’s Creative Dept. will personalize one of its many effective seminar campaigns for you. We won’t be reinventing the wheel; we’ll start with a campaign that’s already proven to work and personalize it with your practice information — that way, you won’t have to waste money on ineffective advertising!

On average, for every $4,500 spent on advertising, the MAP’s seminar campaigns generate 40-60 reservations (seats filled)! This is an average; response may be higher or lower in your market. Also, this total is too many for one seminar (we don’t recommend more than 40 attendees at a seminar, because your appointment rate will decrease), so this total will be divided into two seminars during the same week.

The MAP’s seminar campaigns include highly-professional print ads, direct mail letters, email campaigns, web & social media ads. These are ads that have been tested and proven to pull like a magnet!

To see a few sample ads, click here.


Media Placement

Estate Planning Marketing Media Recommendations

When & where you run your ads are key to generating a good ROI. The MAP’s Media Dept. will research your local media and negotiate the best rates & placement, so you get the best bang for your advertising dollar!

Seminar Presentations

Estate Planning Marketing Seminar

The MAP’s seminar presentations are designed to have people lining up for appointments before they leave the seminar! You’ll receive complete Powerpoint presentations — with scripts so you can easily learn them.

You can choose from three seminars, or rotate them: 1) Living Trust Seminar; 2) Estate Planning & Long-term Care Seminar; and 3) Trust Review Seminar. These presentations are fully customizable; however, you’ll want to leave the opening & closing intact to generate the most appointments!


Seminar Signs to Lead the Way

Estate Planning Marketing Seminar Signs

Striking seminar signs will give your audience a good first impression — they’ll also lead people to your seminar room! These 18″ x 24″ signs are meant to be placed on floor easels, and are available for pick-up at your local Fedex Office for a minimal printing fee.

There’s much more to seminar marketing, but too voluminous to continue here. Let’s move on to lead conversion…

Estate Planning Marketing Lead Conversion

We’ll Leverage Your Results With Lead Conversion…

Once you’ve attracted prospects in the lead generation stage of marketing, the next step is to convert those prospects to paying clients…

Follow-Up Systems

Estate Planning Marketing Follow Up

To leverage your ROI, it’s imperative that you have systematic and effective follow-up processes in place. If you don’t, you’re leaving money on the table!

After all, when you’re spending money on marketing to generate leads, you absolutely want to do your best to effectively follow-up with everyone who responded — to recoup your investment and leverage your ROI.

Your MAP Practice-Building Consultant will coach your staff on how to follow the MAP’s lead conversion processes. This includes phone scripts to help your staff become more effective at following up by phone, to direct mail & email campaigns that will elicit responses.

We recommend you market to your existing clients to invite them to do additional business with you, and market to prospects and compel them to finally retain your services.

A newsletter just won’t do. An effective marketing piece must focus on one message and one offer to be compelling, and it must have a clear call-to-action.

Direct Mail Library

Estate Planning Marketing Letters

You don’t have to reinvent the wheel when it comes to creating an effective direct mail or email campaign. The MAP’s Direct Mail Library will have just what you’re looking for…

You’ll have access to effective direct mail & email campaigns that you can use to “mine the gold” in your database. The MAP’s internal marketing campaigns are compelling — with a response rate of 3-10%!

Coaching on “Closing”

Estate Planning Marketing Closing

An intensive coaching program is available if you’d like to improve your closing or conversion rate. We’ll provide the coaching and tools to improve your in-office consultation systems until you see the improvement you desire.

Estate Planning Marketing Referrals

As for Referral Generation…

If you could generate just one referral from every happy client — or even every two or three happy clients — your practice would grow exponentially…

Referral Generation Programs

Estate Planning Marketing Referrals

We’ll help you institute easy-to-implement referral programs to generate more referrals from your clients, prospects, and other professionals. The key is to systematize referral generation within your practice, and give referrers the tools they need to easily refer to you.

Unlimited Marketing Consultations

Estate Planning Marketing Coaching

An expert Practice-Building Consultant will be assigned to work with your practice, by phone, and will be available to coach your key staff, at whatever level you need.


Let’s schedule a FREE, 30-minute, phone consultation to discuss how seminars would work for you. Click the button to schedule, or call…


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