Get More Referrals With Estate.Studio

Generating referrals from your existing client base is one of the most critical aspects of growing your practice. Typically, referrals occur when clients discuss their estate planning with friends or family, sparking interest in those who haven’t yet considered their future. However, that spark doesn’t always ignite a burning desire to plan.

Most people don’t think much about their future; they live in the here and now, more concerned about their social media presence than what truly matters. Unfortunately, it often takes a crisis for people to realize the importance of estate planning, leaving them saying, “Why didn’t I do this sooner?” But by then, it’s often too late.

How Do You Currently Get Referrals?

If you haven’t tracked your referrals, it’s time to create a system to identify where they’re coming from and, more importantly, which staff members are generating the most. If you find a staff member excelling in this area, have them explain their process in an open meeting. This simple step can significantly enhance your referral strategy.

Understanding these basic principles allows you to create a consistent process for every client, naturally increasing your referrals over time

How Estate.Studio Generates More Referrals

Estate.Studio and Your Existing Clients

By inviting your existing clients to Estate.Studio, you offer them additional value at no cost. They can securely upload documents, add friends, family, and other professionals to their portal, record assets and debts, manage beneficiaries, and access tools like our pet directive. This engagement lets you reconnect with clients, discuss their current needs, and offer further support.

Estate.Studio and New Clients

Introducing new clients to Estate.Studio is a win-win. You gain access to their critical information, allowing you to be proactive about changes affecting their estate planning. They receive a unique service your competitors don’t offer: insights into their estate planning, a comprehensive PDF report outlining their Estate Profile Risk Score, and the ability to monitor changes and improvements over time. clients to Estate.Studio, you offer them additional value at no cost. They can securely upload documents, add friends, family, and other professionals to their portal, record assets and debts, manage beneficiaries, and access tools like our pet directive. This engagement lets you reconnect with clients, discuss their needs, and offer further support.