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Wealth Planner Misconceptions About Advertising

Patrick Carlson and Craig Hersch discuss the biggest misconceptions for wealth planners when it comes to advertising.


Today’s everchanging legal marketplace can seem daunting to those in the estate planning realm. How does one distinguish oneself from the competition? How do you get A+ clients through the door? How do you hire a new team member that’s sure to be the right fit? These topics and many more face estate planning attorneys on the rise on a daily basis. Nevertheless, solutions exist.

Advertising is a sticky subject for all attorneys. Many planners have doubts about when and how it’s appropriate and, as a result, may be missing legitimate opportunities to get their names out there.

On today’s episode, we discuss some of the biggest misconceptions that estate planners have when it comes to advertising.


Listen to all of the episodes in the podcast series.

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