As we head into the final stretch of the year, this isn’t just about crossing the finish line, it’s about setting the pace for the next race. Think of Q4 not as a “wrap-up” but as your Power Play Quarter, the time to both finish strong and start stronger.
Estate planning and elder law firms that thrive don’t stumble into the new year; they charge into it with clarity, focus, and momentum. Here’s how to maximize the last quarter of 2025 while laying the foundation for a record-breaking 2026.
The Power Play: Bridging the Gap in 2025
Right now, your firm should be laser-focused on two questions:
- Where are we against our 2025 goals?
- If we’re off track, what’s the plan to close the gap?
This is your chance to rally your team around your strategic roadmap. Run the numbers. Measure marketing ROI. Look at your consultations, workshops, and revenue. Then, decide what adjustments need to happen immediately.
Maybe it’s doubling down on a referral campaign. Maybe it’s tightening your follow-up process to convert warm leads before year-end. Or maybe it’s re-engaging prospects who never booked consultations.Whatever it is, this is the quarter to hunker down with your team, make bold moves, and end the year strong.
The Strategic Leap: Building Your 2026 Marketing Plan
While you’re pushing to maximize 2025, you also need to shift gears and start mapping out 2026. A winning plan requires more than recycling what you’ve always done. It demands honest reflection and intentional strategy.
Ask yourself:
- What worked in 2025? (and how can we scale and leverage it?)
- What didn’t work? (and what needs to be cut without hesitation?)
- What’s new? (what campaigns, channels, or partnerships will we launch in 2026?)
Your 2026 marketing budget isn’t just numbers on a spreadsheet—it’s a declaration of how serious you are about growth. The firms that win are the ones that decide now what they’re investing in, who’s accountable, and what metrics will define success.
Why It Matters: Momentum is Everything
Momentum compounds. If you wait until January to plan, you’ve already lost valuable ground. But when you align your team in Q4, you walk into January with clarity, confidence, and a runway for results.
Think of it like estate planning itself—you wouldn’t advise clients to “wing it” with their legacy. The same goes for your firm’s growth. Plan with intention. Act with urgency. Lead with vision.
Final Word…
This quarter isn’t just about ending the year strong—it’s about setting the tone for what’s next. Make Q4 your Power Play Quarter. Close the gap, craft your roadmap, and position your firm to dominate in 2026.
Because the future of your firm doesn’t start in January. It starts now. Need help bridging the gap? Book a Discovery Call