This is a podcast of the ‘The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform’ held on 8 March 2018.
Estate planning is increasingly the ‘new black' for many financial advisers, accountants and risk 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 latest strategies financial advisers, accountants, risk advisers and other lawyers have been leveraging 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 unlock for advisers a step by step guide on how they can immediately implement facilitated estate planning for their clients.