#26 – Foundations for the future the ‘how to do it’ webinar – Defining and monetising your passion

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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

 

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#25 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value

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business men 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.

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