This is a podcast of the ‘Foundations for the future the how to do it webinar – Purpose lead performance’ held on 2 November 2017.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ business models program, this this webinar will be presented by Matthew Burgess and will use case studies and provide practical ideas that can be immediately implemented, while exploring –

1. the self awareness cheat
2. the undeniable truths for professional service firms
3. why starting the business model re-engineering journey must start now
4. how to iterate the core principles of professional service firms to achieve superior performance

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This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 18 October 2017.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

We are excited to confirm that the platform now offers, nationwide, a comprehensive adviser centric solution for probate and estate administration.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s platform to radically expand their estate planning related offerings.

Find out how the platform can allow you to deliver facilitated probate and estate administration solutions, safe in the knowledge that the legal documents will be delivered by one of the leading provider in the space – with all products being priced on an upfront and service guaranteed fixed price basis.

This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 13 September 2017.

The need to take active steps to protect assets and wealth is longstanding.

Arguably however, those concerns have never been taken more seriously by a greater number of people than they are currently.

To many people, asset protection means being able to control assets or have access to assets which the person does not legally own, such that if the person is successfully sued these assets will not be available to be used to recompense the successful litigant.

However this is only one aspect of a comprehensive asset protection strategy.

This webinar explores the key foundations to achieving best practice asset protection, deeply exploring the often used mantras –

1. In times of peace, prepare for war
2. Begin with the end in mind
3. Prevention is better than any cure
4. Measure twice; cut once

This is a podcast of the webinar ‘Estate Planning War Stories’ held on 24 August 2017.

Story telling is the cornerstone of explaining and understanding any principle. View’s experience in the estate planning area is that there a few approaches as memorable as learning based on ‘war stories’.

This webinar explores a series of View’s most popular ‘war stories’ to explain 10 of the most important estate planning principles.

Learn lessons, based around concepts including –

1. It’s the ‘vibe’
2. Being stuck in the middle
3. ‘It depends’

This is a podcast of the webinar ‘Probate and estate administration – Everything you need to know’ held on 26 July 2017.

Estate planning is widely considered the ‘new black’ for many advisers.

The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.

The administration of a deceased estate is a heavily regulated area and there are many aspects that can cause irreversible damage if misunderstood.

This webinar will step through all the key issues that advisers need to know in relation to the administration of any deceased estate, including –

1. Discussion about what probate is exactly, when is it needed and how do you get it
2. Exploration of the key steps in obtaining probate
3. Analysing the key steps in estate administration
4. Identifying the key areas where advisers can add value
5. Numerous case study examples

This is a podcast of Foundations for the future the ‘how to do it’ webinar – Persistence creates perfection held on 22 June 2017.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ business models program, this this webinar will be presented by Matthew Burgess and will use case studies and provide practical ideas that can be immediately implemented, while exploring –

1. Why habit creation is so critical
2. Learning the key lessons (by stealing from the best)
3. Fixed v growth mindsets in professional service firms
4. Why the optimistic opportunists are winning

This is a podcast of the webinar ‘Trust Horror Stories’ held on 25 May 2017.

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Learn from case studies titled –

1. The one day trust
2. The missing beneficiary
3. When 1 trust became 2; but no-one knew it
4. 15 years of failed trust distributions
5.  1 trust, 2 deaths and 3 tax bills

This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 22 March 2017.

Estate planning is the ‘new black' for many advisers.  Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers you can leverage View’s platform to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.

This webinar will build on and explore in detail some of the estate planning strategies mentioned briefly in our 2016 adviser facilitation webinars.  There is no need for you to have attended the previous webinars to get value from this webinar.  For those who did attend the 2016 webinars, the vast majority of content in this webinar will be new.

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This is a podcast of the webinar ‘Estate planning in 2017 – where are we at?’ held on 23 February 2017.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 18 months. This presentation will use case studies to explore all key recent developments including:

1. the key estate planning related court decisions over the last 18 months
2. taxation and stamp duty changes
3. examples of the attitude of the Australian Taxation Office towards various estate planning strategies
4. bespoke planning opportunities

This is a podcast of the webinar ‘Foundations for the future the ‘how to do it’ webinar series – Topic 1 – Defining and monetising your passion’ held on 2 February 2017.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented, while exploring –

1. The science underpinning why ‘the why’ is the key to success
2. How strengths based specialisation can be the ‘secret sauce’
3. Finding ‘flow’ – and locking it in
4. Counterintuitive team management

Purchase Full Webinar
https://viewlegal.com.au/recorded-webinars/

 This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 12 October 2016.

Estate planning is the ‘new black' for many advisers. Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers you can leverage View’s platform to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.