This intensive one-day course is designed specifically for estate planning professionals looking to implement proven systems for business growth.
INSTRUCTORS:
Join us at The College of Will Writing for this brand new course for 2024/25!
Course Overview
This intensive one-day course, led by marketing expert Tom Stansfield, is designed specifically for estate planning professionals looking to implement proven systems for business growth. The course focuses on simplifying small business marketing strategies and equips delegates with practical tools and knowledge to elevate their will-writing business. Attendees will leave with a comprehensive marketing toolkit tailored to their business needs, including a business plan, marketing strategy, action plan, content ideas, and much more.
Course Objectives
By the end of this course, delegates will:
- Develop a will-writing business plan focused on growth and sustainability.
- Create a tailored marketing strategy that aligns with their business goals.
- Construct a simple, actionable plan to implement immediately.
- Generate a wealth of content ideas for ongoing marketing efforts.
- Produce their first marketing video on-site.
- Optimise their social media profiles for maximum visibility.
- Set clear, achievable growth goals for their business.
2024 Dates
- Tuesday 26 November
Course Schedule
09:30 AM – 10:00 AM: Welcome and Introduction
- Introduction to the course and objectives
- Brief overview of estate planning market trends
- Icebreaker activity: Networking and sharing marketing challenges
10:00 AM – 10:30 AM: Developing Your Will-Writing Business Plan
- Understanding your business model and target audience
- Setting business objectives and identifying growth opportunities
- Creating a business plan template
10:30 AM – 11:30 AM: Crafting Your Tailored Marketing Strategy
- Introduction to marketing fundamentals for estate planners
- Identifying your unique selling proposition (USP)
- Developing a marketing strategy aligned with your business goals
- Case studies: Successful marketing strategies in estate planning
11:30 AM – 12:00 PM: Break
12:00 PM – 01:00 PM: Creating a Simple Action Plan
- Breaking down your marketing strategy into actionable steps
- Prioritising tasks and setting deadlines
- Tips for staying consistent and accountable
01:00 PM – 02:00 PM: Lunch Break
02:00 PM – 03:00 PM: Generating Content Ideas
- Understanding the importance of content in marketing
- Brainstorming and creating a content calendar
- Techniques for generating content ideas tailored to your audience
03:00 PM – 04:00 PM: Video Marketing: Your First Production
- Introduction to video marketing and its benefits for estate planners
- Practical session: Planning and shooting your first marketing video
- Tips for video editing and distribution
04:00 PM – 04:30 PM: Optimising Your Social Media Profile
- Reviewing and optimising your current social media profiles
- Best practices for social media marketing in the estate planning sector
- Tools and tips for increasing your online presence
04:30 PM – 05:00 PM: Setting Growth Goals and Wrap-Up
- Setting realistic and measurable growth goals
- Creating a follow-up plan to track progress
- Q&A session and course feedback
05:00 PM: Course Completion
- Networking opportunity with peers and the instructor (Tom heads to the Swanholme)
Course Materials
- Course workbook (provided)
- Business plan and marketing strategy templates
- Content calendar template
- Video production checklist
Who Should Attend
This course is ideal for estate planning professionals, including will writers, solicitors, and financial advisors, who want to grow their businesses through effective marketing strategies.