The 7 Steps to Success – Implementing View’s Turn-key Adviser Facilitated Estate Planning Platform
About the Instructors
Estate planning is arguably 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 adviser teams and clients can work collaboratively and constructively.
The 7 Steps to Success – Implementing View’s Turn-key Adviser Facilitated Estate Planning Platform unlocks for advisers a step by step guide on how they can immediately implement facilitated estate planning for their clients.
Section 1: Overview
Section 2: Packages
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Section 3: Step 1 - Become part of the View community
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Section 4: Step 2 -Understand each aspect of the adviser facilitated process
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 5: Step 3 - Position your service offering with a client
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 6: Step 4 - Select an adviser facilitated package
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 7: Step 5 - Capture your learnings, improve your systems – and View’s
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The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 8: Step 6 - Sharpen your saw
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The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 9: Step 7 - Rinse and repeat
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Section 10: Bonus Material - Example War Stories - written
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The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 11: Bonus Material - Example War Stories - video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.
The content of this lesson is locked. To unlock it, you need to Buy this Course.