• Conduct outbound calls and nurture prospects through the intake process. • Follow up with all leads promptly, persistently, and systematically. • Support advertising initiatives designed to increase brand awareness and generate qualified leads. • Manage direct email and direct mail campaigns to prospects, referral sources, and community contacts. • Monitor progress against outreach, conversion, database management, and communication KPIs. • Track lead activity, database growth, and outreach effectiveness. • Monitor and execute all follow-up and nurture campaigns according to established timelines. • Identify opportunities for community involvement, sponsorships, auctions, and outreach events. • Coordinate and manage speaking engagements, educational presentations, and webinars. • Establish and maintain relationships with referral partners, community organizations, and local contacts. • Build visibility and awareness of the firm's mission and services throughout the community. • Prepare weekly outreach activity reports. • Coordinate monthly membership newsletter distribution. • Conduct appointment reminder calls before scheduled meetings. • Ensure prospects receive secure client portal access and pre-meeting materials. • Maintain accurate and up-to-date prospect and lead records within the CRM. • Secure appointments and obtain required payment information when applicable. • Schedule 15-minute consultations and Life & Legacy Planning Sessions (LLPS).