This is a podcast of the webinar ‘Estate planning – Tools to grow your business’ held on 15 March 2016.
The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.
Estate planning is arguably the ‘new black’ for many advisers. One of the very few areas of the law where advisers and clients can work collaboratively and constructively. Estate planning and related areas can be a critical value proposition for any adviser wanting to remain relevant.
This session will explore five key ways you can deliver client solutions that will also grow your business, namely:
Online adviser facilitated estate planning; Adviser facilitated probate and estate administration; ‘All You Can Eat’ legal document access; The VIP platform; and The View Rewards program.