Trust, Truth, And Teamwork: Fighting For Families In The Age Of Misinformation The Red Wagon Estate Planning & Elder Law Show podcast

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Trust, Truth, and Teamwork: Fighting for Families in the Age of Misinformation

7d ago 29:47

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Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building trust, fighting against misinformation, and working hard to help people understand the value of specialized knowledge and services.

Jeff Bellomo and Roslyn Drotar-Cassidy, Director of Marketing at Bellomo & Associates, discuss why specialists matter and how to break through in today's marketing environment despite the challenges posed by other professionals who do not have the education, training, or experience to provide reliable guidance.

Jeff and Roslyn also address misinformation—from misplaced trust to DIY estate planning kits and web-based "research." The misinformation circulating about Estate Planning and Elder Law poses a real threat to your assets and your family's financial future.

Call (717) 845-5390 or visit https://bellomoassociates.com/workshops/ to reserve a seat at one or more of our free workshops. There is no cost and no obligation. (But we do have cookies!)

WHAT YOU NEED TO KNOW

(00:00) Episode introduction

(02:47) Estate planning and elder law marketing starts with earning trust

(04:42) Success in today's marketing environment requires a great team

(07:36) Authenticity, compassion, and why the front-line matters

(11:26) Balancing meetings with team and social media engagement

(12:31) Breaking through to help families find us

(15:49) Lack of specialized estate planning and elder law firms creates opportunity for misinformation

(16:52) Avoid financial planners with estate planning workshops

(17:54) Beware general purpose attorneys offering specialized services

(21:52) Specialists vs. generalists

(24:21) Google, AI, and DIY estate planning and elder law

(26:44) Our free, educational workshops cost nothing more than two hours of your time

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

LINKS AND RESOURCES MENTIONED

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

Life Care Planning
The Three Secrets of Estate Planning
Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Practice areas:https://bellomoassociates.com/practice-areas/

133 episodes