State of Your Estate

a marketing campaign for certified financial planners if you would love to develop an ongoing alliance with attorneys to expand your client base, take a good look at our state of your estate™ (soye) campaign. it is ready to share, and we provide direction on how to do everything the campaign offers. every opportunity to interact with and support an estate attorney on a client issue represents an opportunity to increase your credibility and refer-ability for attorneys and clients alike. the state of your estate™ campaign provides you with both the process and the tools you’ll need to develop these new relationships and turn them into long-term, lucrative alliances.