Estate Planning Focus Target high-net-worth individuals and families seeking comprehensive estate planning, highlighting the company’s alliance with experienced estate planning counsel to design customized, affordable legacy-preserving strategies.

Trusted Advisor Positioning Position RJP as a lifelong, trusted advisor to clients and beneficiaries with ongoing guidance and updates on planning issues, creating opportunities for recurring advisory engagements and client referrals.

Digital Presence & SEO Leverage their tech stack and SEO efforts (Yoast SEO, Google Ads, Google Cloud CDN) to identify opportunities for conversion optimization, content marketing partnerships, and targeted campaigns to attract estate planning inquiries.

Scale & Partnerships With a mid-size team and revenue in the multi-million range, pursue partnerships with complementary firms (law firms, financial planners) to expand client acquisition channels and cross-sell planning products.

Competitive Positioning Differentiate from competitors by emphasizing affordability, personalized plans, and legacy preservation, while offering bundled services or retainers to increase average deal size and client lifetime value.