Marketing That Converts

Advance enrollment: This course will be taught live on Thursday, October 8 - AND - Thursday, October 15, 2026, at 11:00 a.m. and 2:30 p.m. Eastern each day. Each of the four sessions is about 90 minutes. Recorded lessons are still in production. Use code MTC250 for $250 off when you register by Friday, October 2 at 11:59 p.m. Pacific.

Plan probate marketing across mail, email, social channels, and search so families can find useful help.

Time to plan for: Four live sessions of about 90 minutes each; about 5 hours of course material when published.

What this course covers

• Develop mail and email messages with a clear purpose
• Create resources that answer common probate questions
• Identify search and content gaps in your market
• Connect social and search activity to a practical marketing plan

Why it matters: Marketing can introduce your help before a family is ready to speak with an agent. Build a system that supports the conversations you want to have.

Certified Probate Expert (CPE) designation path: This is a qualifying elective. Complete all five Core Curriculum courses and at least one elective to earn the designation.