About This Episode

Paul Yokabitus started Cary Estate Planning solo in 2018 and has since grown it to 42 team members serving more than 4,000 clients. He explains why he chose estate planning for its scalability, how his marketing evolved from SEO and referrals into Google LSAs and webinar-driven Meta campaigns, and how constant testing keeps his lead channels working.

Topics Discussed

Estate PlanningWebinar MarketingMeta AdsScaling