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Course

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
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The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 2: Packages
Section 3: Step 1 - Become part of the View community
The content of this lesson is locked. To unlock it, you need to Buy this Course.
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
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 8: Step 6 - Sharpen your saw
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 9: Step 7 - Rinse and repeat
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 10: Bonus Material - Example War Stories - written
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 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.

Price $0.00$4,999.00

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