How Leblanc Estate Law Grew Professional Referrals 3.9x
An Ottawa estate planning firm built a systematic referral network with financial advisors and accountants.
Client Overview
The Challenge
Michelle Leblanc relied on sporadic referrals from financial advisors. Lead follow-up was inconsistent—people would inquire about wills and then procrastinate for months. Past clients rarely updated their plans even after major life changes.
The Solution
We implemented systematic financial advisor nurturing with valuable content, persistent lead follow-up for procrastinators, educational sequences about estate planning concepts, and annual review reminders for existing clients.
The Results
Consultation booking rate hit 71%. Professional referrals increased 3.9x. 67% of clients now update their plans regularly. Monthly revenue grew to $72K. Financial advisors now call Michelle first when clients need estate planning.
"Financial advisors used to refer occasionally. Now they have a system—when a client needs estate planning, they think of me automatically. That's the power of staying top-of-mind."
— Michelle Leblanc, Founder