Agenda
Both tracks run throughout the day. Choose the sessions that fit your role, your firm, and your growth goals.
Registration is per-session—build your own schedule.
9:00am – 9:25am EST
Introduction & Goals
Summit Kickoff
Set your focus for the day and get clear on what you want your marketing to produce next quarter. We’ll outline how track selection works and how to turn today’s sessions into action.
9:30am – 10:25am EST
Track 101
Content That Converts
Saima Omar
Learn what estate planning prospects need to hear before they’ll book a consult. Walk away with a simple content formula that increases trust and response.
Track 201
Understanding Broadcast Media (TV/Radio/OTT) + Earned Media
Lisa Roser
Get a clear view of what broadcast and earned media can actually do for estate planning firms. Learn how to approach it strategically, without wasting budget or chasing vanity exposure.
10:30am – 11:25am EST
Track 101
How to Make Your Content Do 10x
Saima Omar
Turn one strong idea into a full content system across email, social, workshops, and SEO. You’ll learn how to reuse and repurpose without sounding repetitive.
Track 201
How to Get Your Contacts Re-Engaged
Clayton Arnold
Revive dormant leads and past contacts with simple segmentation and smart messaging. Leave with practical re-engagement plays you can run immediately.
11:30am – 12:25pm EST
Track 101
Marketing 101: Set Up Your Email Campaign in Under an Hour (Mailchimp)
Josh Purcell
A step-by-step build of a campaign you can reuse for workshops and nurturing. Get the structure right so your emails don’t just send—they convert.
Track 201
How to Make Your Website Work for You (Conversion Improvements)
Lisa Roser
Turn your website from an online brochure into a lead conversion engine. Learn the small changes that remove friction and increase booked consults.
12:30pm – 1:00pm EST
Lunch Break
1:05pm – 2:00pm EST
Track 101
Social Media: What Works Best for You
Chelsea Foster
Choose the right platforms for your estate planning audience and your capacity. Get a practical plan for consistency that doesn’t overwhelm your team.
Track 201
Growing Your Firm With Professional Relationships: The Power of RMS
Phil Miner
Learn how to build a predictable relationship-based pipeline. Turn referral relationships into a repeatable system, not random wins.
2:05pm – 3:00pm EST
Track 101
Excellence Converts: First Impressions That Drive Lead Conversions
Briana Moriarty
Fix the small moments that quietly kill conversion—response time, clarity, and experience. Improve your intake flow so more leads turn into consults.
Track 201
Marketing Reporting & Finding Your Marketing Mix
Clayton Arnold
Know what to measure and how to interpret results without drowning in dashboards. Identify which channels are working so you can double down (and stop guessing).
3:05pm – 4:00pm EST
Track 101
How to Close a Workshop
Briana Moriarty
Learn how to move attendees from “interested” to “booked” with confidence. Get a clear close + follow-up structure designed for estate planning workshops.
Track 201
Maintenance Marketing: How to Grow Your Maintenance Groups
Michelle Fontanet
Build a marketing rhythm that sustains long-term relationships and repeat value. Learn how to keep clients engaged and improve retention through ongoing touchpoints.
4:05pm – 5:00pm EST
Marketer Roundtable
Lisa Roser & Clayton Arnold
Ask real questions, get real answers—what’s working now in estate planning marketing, and why.
5:05pm – 5:35pm EST
Wrap-Up & Next Steps
Turn insights into a 30-day action plan and leave with clarity on what to implement first.