key takeaways | the real reason your estate planning firm can’t break $500K (and it’s not your fees) The $500K trap isn’t about revenue—it’s about clarity and strategy. Most small estate planning firms get stuck around $500K not because they’re bad at...
key takeaways | the marketing funnel is dead, AI is to blame, and branding is our only hope The marketing funnel is dead. The traditional marketing funnel—awareness, consideration, decision—is no longer an effective model because the consumer journey is no longer...
key takeaways | fear based marketing: the power (and perils) of using fear in marketing Fear is a potent but risky motivator in marketing. While it can create urgency and drive immediate action by tapping into basic survival instincts, improper use often leads to a...
key takeaways | 2025 small business marketing trends Expensive AI tools may not be in the budget for small businesses, but there are plenty of ways to use free gen-AI tools, and you might be surprised to learn about the variety of AI-driven functionalities built into...
key takeaways | branding for estate planning law firms Branding subconsciously influences the “gut feelings” your audience has about your firm. 95% of purchase decisions are made subconsciously, so those “gut feelings” are often more important...
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