As of Dec 2025, this PowerPoint deck has been reviewed by our Support Team for accuracy and the latest information.
How This Deck Will Help You
According to the 2024 Kitces Report "How Financial Planners Actually Market Their Services", seminars are the second highest revenue per client tactic (avg of $7,679 per client; client appreciation events are #1 with $10,000 in revenue generated per client).
But, running estate planning seminars end-to-end can be tough. Common objections include:
"Estate planning is too complicated to talk about with clients."
Prospects come, but don't want to take action.
Speaking anxiety!
And let's not get started on creating a PowerPoint slide deck from scratch on estate planning!
That's why the Encore team:
Hosted a "How To Lead Winning Estate Planning Seminars" workshop w/ an advisor who's been kicking ass on the seminar front AND supercharging his AUM + revenue through comprehensive estate planning (from document creation to trust funding, all with Encore).
Created this deck to help you run winning estate planning seminars. The deck is fully loaded with the latest, up-to-date info on estate planning and serves as a talk track guide that allows you to:
Educate prospects on WHY they need estate planning and,
WHY they should work with you to get their estate plans done and funded.
What's Inside This Deck
34 slides that you can download and tailor to your firm's colors, and add to / subtract from slides as you see fit.
Takes about 45 to 60 min to get through them assuming prospects don't ask you questions throughout your seminar (ideally, they would + should b/c that keeps everyone else engaged and creates great conversations!)
Humor sprinkled throughout the slides to keep the mood light (unless you have seminars full of prospects who love talking about death).
Examples + simplified breakdowns of how easy it is for clients to get their estate plans done.