#37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform

This is a podcast of the ‘The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform’ held on 8 March 2018.

Estate planning is increasingly 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 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 latest strategies financial advisers, accountants, risk advisers and other lawyers have been leveraging 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.

This webinar will unlock for advisers a step by step guide on how they can immediately implement facilitated estate planning for their clients.

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

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   The VIP subscription platform provides you with free access to our webinars, as well as preferred pricing access to our books, entity establishment, superannuation and estate planning solutions.
   Even if you trial the VIP platform to update your own estate planning and structuring arrangements it represents fantastic value.
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3. 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.
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   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.
4. 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 percent of professional speakers worldwide who currently hold the CSP credential.
   Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
   Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/

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