Amber Kelly, Senior Account Executive at IMS, unveils the digital marketing strategies that are helping estate planning and elder law firms scale beyond seven figures.

In this episode, you’ll learn:

• Why marketing estate planning services is a "two-sale process"—and how to navigate it
• How our streamlined onboarding minimizes attorney time while maximizing results
• The role of analytics, Google Search Console, and ad performance in driving smart decisions
• Why relying on a single marketing channel is risky—and how to diversify your strategy
• How monthly coaching sessions act as both strategic tune-ups and accountability checkpoints
• Real case studies of firms that achieved remarkable growth through integrated tactics
• How to balance AI adoption with staying laser-focused on legal practice
• Why transparency and data-sharing are non-negotiables in a true marketing partnership

Ready to grow your practice with the kind of clarity and confidence we deliver every day?
Book a discovery call with our team at https://imsrocks.com/ to see how our clients are consistently achieving—and exceeding—their goals.

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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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Book your free Discovery Call with my team.

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.

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