In this podcast, the View Legal team explore the following topic: Exploring the Science of Sales which was held on 24 October 2019
The science of sales in a modern professional service firm has arguably never been more important.
How exactly is rain made in a post-social media world?
The webinar will offer an insider’s account of how to create momentum with sales and marketing innovation, in any type of professional service firm.
The focus will be on practical strategies that can be immediately implemented, including:
Listen to View’s previous episode here.
Why would a professional partnership incorporate?
How do business, or goodwill, licences work?
In this podcast the View Legal team explore the following topic: Choosing the Right Business Structure– Simple! (in theory…) which was held on 19 September 2019.
This podcast is a take out of that session and the full webinar is available via the View Legal website
Following on from View’s asset protection webinar last month a related topic that explores how the success – or failure – of a new business often hinges on having the right structural foundations.
In the episode we also explore the various options available for establishing any new business, including;
Listen to View’s previous episode here.
Trust-owned business succession insurance arrangements: Some clarity at long last
Fettering of a trustee’s discretion – when will it be ignored? **
Company owned business succession insurance<
Insurance funded buy-sell arrangements
We are excited to confirm View’s adviser facilitated estate planning platform has been fully rebuilt via NowInfinity.
The new platform continues to provide all of your favourite aspects of View’s adviser facilitated estate planning offering, including being adviser centric, service and price satisfaction guaranteed and provision of the legal advice certificate confirming that all legal advice has been provided by View.
This session will explore how financial advisers, accountants, risk advisers and other lawyers can leverage View’s platform powered by NowInfinity to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.
This is a podcast of ‘The 9 Key Principals of Asset Protection’ held on 29 August 2019.
In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant.
This is however only one aspect of a comprehensive asset protection strategy.
This webinar leverages View’s textbook of the same title to explore the key principles to achieving best practice asset protection, using case study examples to deeply explore a range of issues including:
As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented
We discuss the following in relation to:
In this podcast, we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss Excepted Trust Income
As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented
We discuss the following in relation to:
In this podcast, we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss Company Restructures
As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented.
We discuss the following in relation to:
In this Podcast we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss (some of the) 40 Forms of Trust.
As part of our ‘Virtual Roadshow’ series, this webinar will look at and comparing some of the most coming Trusts
We discuss the following limitations and differences between the below Trusts structures:
This is a podcast of the 'Unbundling the Pricing Debate (& how to actually trash your timesheet)' held on 25 July 2019.
The Trashing the Timesheet debate rages for many; and is so 2018 for others.
Having clocked up (no pun intended) over 10 years without recording single chargeable unit, it is timely (again no pun intended) to share our views (there we go again) about what’s hot and not with the ongoing utility of the incumbent pricing model for profession service firms.
In this webinar we will explore what it is like to be part of a long standing timeless law firm, including how do you:
This is a podcast of the Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model held on 27 June 2019.
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
This is a podcast of the ‘Trust Horror Stories... the 3rd Edition’ webinar held on 23 May 2019.
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.
While our 2017 and 2018 ‘Trust Horror Stories’ webinars were two of our most popular events, the 2019 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including –