This is a multi-part message in MIME format --_----------=_MCPart_1605570875 Content-Type: text/plain; charset="us-ascii" ** October 16th B2B Toolkit ------------------------------------------------------------ https://drive.google.com/file/d/10lutQednJ9HQiZDEAGmM-fSU8BBWUJQt/view?usp=sharing National Estate Planning Awareness Week Oct 16-22 This week is National Estate Planning Awareness Week - Make sure to click on the video of Jennifer Bennett and Jeff Torok Sharing Tips on Working with Estate Planners! CLICK HERE! (https://drive.google.com/file/d/10lutQednJ9HQiZDEAGmM-fSU8BBWUJQt/view?usp=sharing) When celebrating this week, remember to: * Planning and Approaching + Prospect for the right Estate Planners: o Referred from your trusted advisors - GCM, Fiduciaries, Elder Law Attorneys o Search your local associations for events and member lists: NAELA (https://www.naela.org/) , NAEPC (https://www.naepc.org/) , local Bar Association, Financial Advisor Groups, PFAC (https://pfac-pro.org/pfac-videos-docs/find-a-fiduciary-search/) (CA), and ProVisors (https://www.provisors.com/) + Reach Out Approach: seeking education *Email Template Below* o "Hello, I'm reaching out to better understand your business and specialty within your field. I have clients on service that may potentially need your services and I would like to better understand their local estate planning options. Would you be available for coffee or lunch in the next week?" + Recognize that we have clients to refer as well! This is a mutually beneficial relationship + Don't be intimidated! + Leverage your Client Success Team: do we have any clients on service who have an Estate Planner that you can connect with? * Advancing + Bring in lunch for your EP and the paralegals in their office. Many times their offices are very tight-knit. Include as many people as you can in the celebration. + Recognize them with a thoughtful note + Spotlight Tools for LinkedIn: make sure to check out our social media calendar for the spotlight tools. Video here (https://watch.screencastify.com/v/55QPRozaTPi7SpdT0UW3) on how to use the tool. + Get a meeting to present the True Cost of Aging deck (housed on the Brand Center) to them and their staff. + Warm Intros: ask them who they would like to be connected to or what types of professionals they're looking to expand their business within. Pardot Email Drip - Sending This Week We continue to get positive feedback and results as we seek to improve and elevate our B2B Pardot Email campaigns. We hope you're all seeing a benefit to your business from these efforts. This week, our third campaign will be going out on Wednesday or Thursday morning PST. To review a sample of the content that will be emailed out to your active Salesforce contacts for the referral accounts you own, please see the template here (https://go.thekey.com/webmail/934843/698077689/96e1e698a09b205ed0cf4e48988efc11e5926a29a4f60b30bc6bf446f222f020) . The Goal of these Emails: 1. To get the contacts t