PROBATE MARKETING FOR ACCOUNTANTS
Targeting this niche service to the right audiences
Creating a steady stream of probate related enquiries
Giving structure to your probate marketing that gets results
Linking probate with your other services to increase your fees
How can accountants increase their income from probate?
The key to generating a constant stream of income from probate work is to ensure you implement regular marketing activities that keep your firm’s profile high in your local area.
Accountancy firms must work harder to raise awareness of their probate services, as historically, clients have used solicitors or banks for this activity. I will work with your probate team to develop a clear marketing strategy to help your accounting firm generate a consistent income stream from probate and estate administration work.
Marketing activities to increase income from probate
I have helped accountancy firms increase their income from probate and related services by implementing one or more of the following activities:
- Devising a structured marketing plan to ensure the probate service is promoted to different audiences throughout the year.
- Writing brochures and leaflets to hand out or to mail to clients.
- Writing emails and letters to send to clients and relevant third party introducers.
- Linking the promotion of probate and estate administration with other relevant services offered by the firm, such as IHT planning, estate and business planning, trusts and executorships and wealth management services.
- Creating adverts, social media posts and ancillary marketing items such as display stands, to help promote the probate service to as wider audience as possible.
I listen to what you want to achieve and work with you to make it happen. I work with ICAEW or ACCA accountancy firms that are authorised or licensed to carry out probate work.
I have also presented probate marketing sessions at various conferences/webinars for Mercia and the ICAEW.