We Handle Marketing.
You Focus on Client.
As a trusted leader in estate planning client acquisition, we design and implement marketing solutions that can connect you with high-value clients - so you can focus on what matters most: building lasting relationships.
Marketing Solutions That Will Revolutionize Your Estate Planning Firm
Impactful Seminars
Connect with high-quality clients, build meaningful connections, and become the go-to expert your community trusts.
Our data-driven direct mail campaigns target and attract the right prospects to fill your events with motivated attendees.
Educational Workshops
Rated just behind referrals, workshops are the second most effective way to attract new clients.
Branded to your firm, our educational workshops combine traditional mail and digital outreach to build credibility and drive conversions.
Exclusive Partnerships
Cut costs while expanding your reach.
Through exclusive partnerships with upscale restaurants and Google, we help you connect with high-intent prospects while maximizing the value of every marketing dollar.
Happy Clients
Projects
Support Hours
Hard Workers
Features
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We Handle Marketing.
You Focus on Client Relationships.
At LeadingResponse, we’ve powered over one million marketing campaigns since 1995, making us one of the top trusted leaders in estate planning client acquisition.
Our proven multichannel strategies connect you with high-value, qualified prospects ready to act. You stay focused on client relationships – we’ll keep your pipeline full.
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How The Process Works
Target
We don’t just find leads, we zero in on the right ones. Using your criteria, we attract estate planning prospects who are ready to engage.
Pre-Qualify
No more wasted time. We screen prospects for financial readiness and legal needs before they ever reach your inbox.
Connect
We put you in front of the right people, at the right time, through the right channels, driving ROI and building your reputation.
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Read MoreTeam
Our hard working team
Scott Brewer
National Sales ConsultantScott Brewer brings over 15 years of experience with LeadingResponse. He has experience in graphic design, art production, all aspects of printing, customer service management, and specializes in sales and marketing.
Scott Kasprzyk
Business Development Manager, FinancialScott Kasprzyk is a Business Development Manager & Marketing Consultant with more than 20 years’ experience in the industry. Specifically, in sales & marketing as well as other areas of practice development.
Lisa Hlava
National Marketing ConsultantLisa Hlava has been working in the advertising and marketing industry since 1993. Lisa joined LeadingResponse in 2016 after working at The Tampa Tribune for 18 years.
Quentin S. Bardo
Senior National Marketing ConsultantPart of the LeadingResponse team since 2012, Quentin has helped hundreds of financial professionals and healthcare practices get in front of their ideal prospective clients.
