Host James Campbell reveals proven estate planning marketing strategies to filter out leads that waste your time (tire-kickers) and attract serious clients who value your expertise and are ready to hire. He explains the difference between high-quality leads (buyers in pain) and time-wasting prospects who drain your firm's resources and confidence.

Campbell also highlights these key points:
• 84% of buying decisions start with an internet search - make your digital first impression count
• Real results: one client increased revenue by 20% ($100K+) by repositioning her marketing
• Success requires a website that's fast, mobile-friendly, and conversion-focused
• Marketing should speak directly to pain points rather than just listing services

Listen now to position your firm with the online authority to catch the top tier clients.

For the free "12 Rules for Sales Life" guide that helps filter out tire-kickers and close more premium clients, visit imsrocks.com/apply to book a discovery call with our team.

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In this episode, James Campbell speaks with Amy Bloom from Beneficiary Liquidity Plan (BLP) about this innovative estate planning tool that provides beneficiaries immediate access to funds—typically within 24-48 hours of death—without requiring a death certificate. Unlike traditional estate plans that leave families waiting weeks or months to access assets, the BLP creates a bridge of immediate liquidity when it's needed most.

The conversation reveals how the BLP works through a simple reallocation of existing assets, not requiring additional out-of-pocket expenses. Anyone under 90 qualifies with no medical questions and no exams. The current growth rate of 3.35% is tax-deferred, with benefits paid tax-free to beneficiaries. Amy shares personal experiences that underscore why this coverage is crucial, including her own family's three-and-a-half week wait for her brother's death certificate.

For estate planning attorneys, offering the BLP differentiates your practice by addressing a gap other attorneys often overlook.

Key Takeaways:
• Estate planning often overlooks the immediate liquidity gap where beneficiaries cannot access funds for weeks or months
• Nearly 80% of families finance final expenses out of pocket when a loved one dies
• The BLP provides funds within 24-48 hours without requiring a death certificate
• Anyone under age 90 qualifies with no medical questions or exams
• Clients simply reallocate existing assets from non-liquid to liquid positions
• Current growth rate is 3.35% tax-deferred, equivalent to 4-4.5% taxable
• Benefits paid to beneficiaries are tax-free
• Minimum allocation is $2,500 and maximum is $100,000
• The BLP complements traditional estate planning and can prevent loss of assets
• Attorneys can generate additional revenue by reviewing BLP documents
• Implementation includes no cost to attorneys with all marketing materials provided

To add the Beneficiary Liquidity Plan to your practice, book a discovery call at imsrocks.com/apply-BLP.

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Book your free Discovery Call with my team.

Estate Planning Attorney Amy Hsiao shares how she transformed traditional estate planning by creating a client-centered practice focused on keeping families out of court and out of conflict after experiencing firsthand how conventional methods failed her own family. Through her flat rate pricing model, ongoing support system, and dedicated funding coordinator, Amy helps growing families create estate plans that actually work when needed.

• Building a practice that goes beyond document creation to ensure proper asset protection
• Implementing a funding coordinator role to help clients properly title assets in trusts
• Creating a systematic approach to maintain client relationships through family milestones
• Offering a Family Care VIP program for annual plan reviews and updates
• Transitioning from big law IP practice to a sustainable, family-focused estate planning model
• Establishing a law firm that serves as a personal family lawyer across generations
• Leveraging marketing strategies that build long-term assets rather than transactional campaigns
• Achieving 20% revenue growth through targeted lead generation and conversion optimization

Contact Amy Hsiao at https://hsiaolaw.com to learn more about estate planning that works when your family needs it most.

Video version on YouTube
Book your free Discovery Call with my team.