Advisor Seminar Deck: Estate Planning Essentials for Every Stage of Life
How This Deck Will Help You
According to the 2024 Kitces Report, "How Financial Planners Actually Market Their Services", seminars rank second for revenue per client acquired (averaging $7,679 per client). The EncorEstate Plans Advisor Seminar Deck is a white-labeled, client-ready PowerPoint you can download, customize, and present. No building from scratch required.
What's Inside This Deck
The deck runs 28 slides and is designed to take 45 to 60 minutes to present. It covers the core estate planning concepts prospects need to understand before they'll take action, and it gives you built-in moments to reinforce your value as their advisor. Here's a quick look at what's included:
The essentials. Key documents, the three-step planning process, and a plain-language breakdown of wills vs. trusts.
Real-world context. A case study and a "what happens without a plan" section that make the stakes concrete without being heavy-handed.
Advisor positioning. Two slides dedicated to your role as the coordinator of beneficiary designations, asset titling, tax strategy, and liquidity planning.
Objection handling. Straightforward responses to the most common reasons prospects delay.
A clear next step. A five-step action plan with rough timelines and a consultation CTA to close the room.
How to Use This Deck
Download the deck and add your firm's logo to the title slide.
Read through the entire presentation before you present it.
Add or remove slides as needed, and aim to keep the total presentation time between 45 and 60 minutes.
Schedule a time to present to your clients and start the conversation.
Have fun!
A Note on Compliance
The deck includes a disclosure slide that covers its informational and educational purpose and clarifies that it does not constitute legal advice. Advisors are responsible for reviewing, modifying, and approving all content to meet their firm's compliance requirements before presenting.
Want More Support?
The Encore team also hosted a "How To Lead Winning Estate Planning Seminars" workshop with an advisor who has built significant AUM through estate planning seminars. It's a practical companion to this deck if you're newer to seminar-based prospecting.
For more best practices and similar webinars, visit the EncorEstate Plans YouTube channel.
Download the PowerPoint deck nowđ