PROBATE MARKETING
FOR ACCOUNTANTS
MAXIMISING YOUR INCOME FROM PROBATE AND ANCILLARY SERVICES.
Our clients say that we save them time on implementing their marketing activities, helping them to focus on running their own businesses. We also provide the marketing ‘know-how’ to get the job done.
You can buy as much or as little of our time as you need, whether that’s for a marketing planning meeting, writing copy for different marketing materials or anything else you require which comes under the heading of ‘marketing and communications’.
Whilst we’re based on the Devon/Cornwall border, our clients are located across the country. We’re happy to meet with you at your office or provide marketing support remotely, whatever works best for you.
Free Probate Marketing Review
If you’d like to book your free probate marketing review, simply leave your details and we will be in touch shortly to arrange a convenient time to call you.
As an accountant and licensed probate practitioner, are you:
- Getting the income you anticipated from probate and estate administration work?
- Making sure your clients, staff and business connections are reminded about the services you now provide?
Momentum has extensive experience of working with accountancy practitioners who are authorised or licensed to provide non-contentious probate services. We help you to maximise your fees from probate and related services such as estate planning, IHT planning etc., by focusing on your communications to existing clients, prospective clients, staff and third party introducers.
We 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.
In short, we listen to what you want to achieve and we work with you to make it happen. We work with ICAEW or ACCA accountancy firms who are authorised or licensed to carry out probate work.
Vicki Banthorpe, founder of Momentum for Professionals has also presented probate marketing sessions at various conferences for SWAT and the ICAEW.
