Marketing the Estate Planning Practice: Speaker
Connection
Speakers for Your Firm Retreat, Bar Association or Estate Planning
Council
popular topics • kyle e. krull, esq. •
jennifer e. campbell, ceo •
sample speaking engagements & published works
Kyle Krull & Jennifer Campbell
Kyle and Jennifer are recognized experts in the field of law firm
marketing and practice development, particularly within the estate
planning arena. Together or separately, they share marketing insights
and teache strategies and tactics for cultivating truly collaborative
professional alliances, long-term client relationships, and a healthy,
profitable practice. Their topics are always customized to the specific
client and firm's needs as appropriate. They have spoken to a variety of
groups from local estate planning councils and firm retreats to larger
crowds such as The Southern California Tax & Estate Planning Forum,
WealthCounsel, InterActive Legal Systems, the Washington, D.C. Bar
Association, and The Heckerling Institute. Many programs can be
qualified for CLE credits.
The following are some of the most popular topics widely requested
by various clients and associations. All presentations are fully
customized to address a client’s specific needs and market pressures.
Presentation length also can be customized to meet your needs.
- Managing Collaborative Relationships: Using Integrity
Marketing's extensive market research on collaboration between
estate planning attorneys and financial professionals, Kyle and
Jennifer show how applying key concepts will optimize these
alliances for profitability and better client service.
- Marketing to Business Owners: Business owners face a
number of unique and frequently vexing estate planning challenges,
but reaching them requires a creative strategy. Typical consumer
strategies will never attract the busy, bottom-line-oriented,
success-driven business owner. But, with corporate dollars often
available to solve their unique challenges, you can't afford to
overlook this lucrative market niche.
- Successful Internet Marketing: How important is your web
site to your practice development? Consider that a recent study of
legal services buyers found that 65 percent have gone online to hire
a law firm, 89 percent use search engines to find law firm web
sites, and 86 percent go DIRECTLY TO THE LAW FIRM SITE rather than
through portals such as Martindale-Hubbell. In this presentation,
Kyle and Jennifer outline the essentials about web site design,
driving traffic to your site, ranking well with search engines, and
how to use electronic newsletters, blogs and pay-per-click to
enhance your internet marketing.
- Marketing to the Mid-Tier Client: Planning for clients in
the $3 to $5 million asset range can be very profitable for your
estate planning practice. Learn how to reach these clients -- and
their trusted advisors -- with targeted relationship marketing; and
see why this market is essential to the growth of your practice.
- Building Professional Referrals: Sophisticated, savvy,
well-educated and well-heeled clients seldom find their way to your
office through the yellow pages. Thriving in today's market means
building referral relationships, and building them with the right
the people, the right organizations, and in the right manner. Learn
to identify potential referral sources, prioritize your marketing
efforts, and begin the relationship-building process, including what
to say in your letters, your public relations, our phone calls and
your personal relationships.
- Essential Client Relations: Your current clients are the
single best source of future business for your firm, but only if you
nurture client relationships. A client relations program need not be
costly, but it must be consistent. Identify the components of an
effective client relation program and start implementing strategies
to build strong relationships and referrals.
- Keys to Successful Education Marketing Using Workshops,
Seminars & Continuing Education: Every week your prospective
clients are invited to yet another cattle-call seminar, whether by
newspaper ads or engraved invitations. But attendance is dwindling.
Still, seminars and workshops CAN be a valuable component of your
relationship marketing strategy. Learn how to structure a seminar
marketing program that WORKS, what to expect from your seminar
programs, and how to mtoivate prospects to schedule follow-up
appointments.
- Best Practices in Trusts & Estates: A lively keynote
presentation highlighting some of the more common (and humorous)
ways that lawyers tend to shoot themselves in the foot when it comes
to marketing & sales. Then, a more serious look at what the most
successful, and profitable, practitioners and firms are doing right
to ensure long-term growth and healthy revenues.
- Accounting for Sales & Marketing Management: Things Your
CPA Never Told You! Learn how to track your progress and adjust your
plans accordingly. Understand your firm's marketing financials,
including length of the sales cycle, closing ratios, most profitable
type of planning, bet referral sources, and weakest areas that may
require work.
- Seven-Point Check-Up: There are seven key check-up points
that will diagnose the health-risks for your practice, sometimes
long before you see any real symptoms. Learn what they are and how
to conduct an annual self-examination that will ensure your practice
is headed for profitable longevity.
About Our Speakers
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President, Integrity Marketing Solutions
Kyle has written for and been quoted in a variety of publications,
including Trusts & Estates magazine, The National Law Journal,
Lawyer’s Weekly USA, Broker World, Kiplinger’s Personal
Finance, Kiplinger’s Retirement Report, Wealth and
Retirement Planner, Inc. (magazine), Bankrate.com, The
Kansas City Star, The Business Journal of Kansas City and
Ingram’s. Kyle has provided continuing education instruction to
fellow attorneys, accountants and financial professionals at local,
regional and national programs.
Click Here for Martindale-Hubbell Rating Information
PROFESSIONAL CREDENTIALS
- University of Kansas (B.S. Journalism, 1981); Washburn School of
Law (J.D., 1984)
- Captain, U.S. Army-Europe JAGC (1984-1989)
- Admitted Attorney: Kansas, Missouri & U.S. Tax Court
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Member: The Kansas Bar Associations of Kansas, The Missouri Bar,
and The Kansas City Metropolitan Bar Association; The National
Lawyers Association; The Christian Legal Society; Kingdom Advisors
(Charter Member and Kingdom Advisors Qualified**); The Financial
Planning Association; and The Editorial Review Board, Journal of
Financial Planning.
*CFP® and CERTIFIED FINANCIAL PLANNER™ are
certification marks owned by the Certified Financial Planner Board of
Standards, Inc. These marks are awarded to individuals who successfully
complete the CFP Board's initial and ongoing certification requirements.
**Neither the Supreme Court of Missouri nor The Missouri Bar reviews or
approves of certifying organizations or specialist designations.
BACKGROUND
Kyle has focused his legal practice exclusively in the area of Life &
Estate Planning since 1991. Kyle speaks German, thanks to his five years
as a Captain in the Army JAG Corps, stationed in Germany. A graduate of
the Washburn School of Law in Topeka, KS, Kyle also holds a bachelor's
degree in journalism from the University of Kansas. Kyle and his wife,
Gretchen, have three daughters.
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Vice President/CEO, Integrity Marketing Solutions
Integrity Marketing Solutions (IMS) has been serving lawyers and law
firms since 1995. The firm began as a marketing consulting practice and
quickly grew to a full-service marketing agency offering newsletters,
websites and internet marketing, PowerPoint workshops on CD, public
relations services, attorney and staff education, and practice coaching.
Today IMS serves more than 200 law firms in 40 states and the District
of Columbia.
Jennifer served for five years as director of marketing and practice
management for the Law Offices of Kyle E. Krull, P.A., in Overland Park,
KS. A former trust marketing officer, she has nearly 30 years of
experience marketing professional services including serving as a
marketing director for Health Midwest, one of the nations largest health
care delivery systems.
Jennifer has a bachelor's degree in journalism from the University of
Missouri-Columbia and has completed work toward her master's degree in
marketing communications at the University of Kansas. Ms Campbell is a
frequent author and lecturer on the topics of marketing and practice
management. She has written for and been quoted in a number of
professional trade journals, including Lawyers Weekly USA and Missouri
Lawyers Weekly.
- Southern California Tax & Estate Planning Forum:
"Practice Strategies Survey"
- IMS Practice Development Series
(two and three-day client workshops): Kansas City, Denver, Chicago,
and Myrtle Beach, SC
- New England Estate Planning Forum:
"Trends in the Estate Planning Practice." Boston, MA
- WealthCounsel National Study Group Sessions
- E-Planners Annual Meeting:
“Best Practices in Trusts & Estates.” Chicago
- Philip E. Heckerling Institute on Estate Planning:
“Best Practices in Trusts & Estates,” Miami Beach
- Washington, DC Bar Association:
“Harnessing the Power of the Internet.”
- Lawyers' Weekly USA:
"Diversifying the Estate Planning Practice"
- Trusts & Estates magazine:
“Attorneys Cautiously Optimistic About Repeal”
- Missouri Lawyers Weekly:
“Harnessing the Power of the Internet in Your Law Practice”
- Lawyers’ Weekly USA:
“Marketing to Mid-Tier Clients”
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For more information about fees &
availability, please call us toll-free at 1-877-352-2021 & ask for
James
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