Many observers are predicting that the changes to the 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?
Based on View’s journey, unbundling a range of the most helpful hacks we have leveraged is arguably the best place to start.
This webinar uses case study examples and insights from the leading thinkers to explore how professional service providers can maximise both effectiveness and efficiency in areas such as:
- Risk minimisation
- Knowledge management
- Marketing and Sales
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 customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
- PODCAST: #51 – Testamentary Trusts – the latest tips and traps
- PODCAST: #52 – Lost trust deeds – some solutions
Listen to View’s previous episodes here.