#47 – Adviser Facilitated Estate Planning – Your Questions Answered

In this podcast, the View Legal team explore the following topic ‘Adviser Facilitated Estate Planning: Your Questions Answered’ which was held on 12 March 2020

During this webinar, you will learn about Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View’s Turn-key Solution

Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer.  View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

  1. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:
    all forms of testamentary trusts;
  2. enduring powers of attorney;
  3. super proceeds trusts and SMSF wills;
  4. post-death strategies; and
  5. memorandums of directions

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

  1. View apps
  2. Weekly View blog
  3. Published View books

 

Related articles

The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform

Success in Structuring Virtual Roadshow 

Listen to View’s previous episode here.

#45 – Exploring the Science of Sales

This podcast is a take out of that session. To access past webinars join one of the View Communities.

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:

  1. How to understand the key principles underpinning buying decisions in a consumer-driven market
  2. Using the forces of disruptive innovation to win work; regardless of your perceived brand positioning
  3. How to achieve the ‘new normal’ of marketing excellence using Google’s ZMOT (Google it!) and Elon Musk’s rule of 7/11/4

Listen to View’s previous episode here.

Related articles

Redline changes

Why would a professional partnership incorporate?

How do business, or goodwill, licences work?

Business licences

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser.
  2. Education programs
    View Legal specialises in all forms of adviser education and collaborative learning.
    We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
    Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
    A sample of some of our current topics is set out here.
    You can also explore and enrol to all of our View University courses here.
    More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
    With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
    For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
  3. Business model iteration
    Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
    Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
    Matthew is counted among the rare 12 per cent of professional speakers worldwide who currently hold the CSP credential.
    Learn more about Matthew’s business model presentations here.
    Learn more about the 4 business books Matthew has written here.

#46 – Estate planning in 2020 – where are we at?

In this podcast, the View Legal team explore the following topic ‘Estate planning in 2020 – where are we at?’ which was held on 11 February 2020

In this webinar you will learn about the current Estate Planning in 2020. The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:

  1. the key estate planning related court decisions over the last 12 months
  2. taxation and stamp duty changes impacting on estate planning
  3. the impact of Federal Government changes
  4. latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
  5. insights into the latest bespoke planning opportunities we have sourced from the last 12 months

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

  1. View apps
  2. Weekly View blog
  3. Published View books

 

Related articles

The Seven Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform Via Nowinfinity

The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform

Estate Planning Roadshow – Afternoon Segment

 

Listen to View’s previous episode here.