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“Intentionality in Marketing” w/David Frees III Episode 164
Categories: Podcast

This week on the show we have David Frees, partner at estate planning firm Unruh, Turner, Burke and Frees located in Southeastern PA. In this episode we’ll discuss being intentional with your marketing, getting testimonials that answer your prospective clients objections, and being intentional with how you market so that you can choose exactly what types of cases come to you, not the other way around.

https://www.paestateplanners.com/

dfrees@utbf.com

lsnyder@utbf.com

610-933-8069

Dave’s Direction:

Have an editorial calendar and write your own content. Set aside time right now.

Have your intake team keep track of which content produces which types of clients. Cater your content to the types of clients you like working with most.

Hacking’s Challenge:

Start tracking your firm’s data because you never know how or when you can use it. They will give you indicators for what you need to work on and what you can do even better.

Tyson’s Tip:

SmoresUp App, it allows you to coordinate your calendar with your significant other, assign chores to your kids, and other cool features along those lines. Its even free!

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