For Wealth Advisors That Focus on Trust and Estate Leads

Leveraging our Trust and Estate Leads is your opportunity to capture assets from individuals with complex planning needs

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Imagine a daily pipeline of Trust and Estate Leads for you to prospect

72% of all individuals do not have an up-to-date plans and this makes for a low-hanging fruit for Wealth Advisors that focus on Trust and Estate Leads.

Trust and Estate clients stay with Wealth Advisors longer and are open to new opportunities within your practice

leveraged by Advisors from

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The Way Wealth Advisors Find New Clients

Earn your first client within the first 3 months

You work hard for your clients and help plan around some very complex Trust and Estate situations. Now, your goal is just to help more of them.

The Affluensee Platform is how you do it.

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Trust and Estate Planning Prospecting is all about timing

Your prospects expect you to know something about them before contacting them. Leverage tested messages that will open up more opportunities for you and your team.

The trust and estate prospects come in weekly, sometimes daily. Get in front of them before anyone else does.

Trust and Estate Leads

You are actively prospecting, but your tools are slowing you down

Affluensee was built for the Advisor that wants to move fast, enjoys having a process built for them. It is not unusual to leverage 3-5 different sources of information from different resources.

Be aware of these types of leads

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You are looking for a new process that works

We have been there, and we have improved the platform based on feedback from our past and current Wealth Advisors. You reap the rewards of thousands of messages, wins and losses.


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The thing I like best about this platform is its simplicity and the ability to help me focus on what I need to do to prospect successfully.

– Stacy M. Ameriprise Financial Advisors

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Our team has grown from 2 to 4 advisors over the course of the year. We brought on 2 Junior Associates that have done very well in marketing and prospecting with the Affluensee Platform.

– David L. UBS Private Wealth Management

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We have had some major shifts in prospecting methods over the last 2 years, this helps me know what I need to show to a prospect.

– Ken N. Merrill Lynch

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I like to know as much as I can about a prospect, and they deserve it. The platform helps me understand how I should be approaching them.

– Jennifer W. New York Life

Why Focus On Trust and Estate Prospects?

Trust and Estate is arguably one of the stickiest forms of business a Wealth Advisor can have in their book of business. Clients seldom leave and this opens you up to cross-promoting other avenues of business to your clients. Trust and Estate opens up new opportunities with new Center of Influences and the ability to truly understand the prospect, their family, concerns and needs.

Another reason to focus on Trust and Estate leads is that it is an undeserved market with 67% of individuals and families do not have a Trust and Estate Plan. This is not just for the wealthy and ultra-wealthy anymore and there is no reason why an individual or family should go without a plan. It is also one of the more highly referred services once you have a few Trust and Estate clients under your guidance.

The hardest part is list building, prospecting finding and developing a weekly process to get in front of these individuals. You only need to set an hour a day to accomplish a good marketing strategy with the Affluensee Platform.

let’s Get started