#50 – Value Pricing is so last year … but what exactly is so hot right now?

In this podcast, the View Legal team explore the following topic ‘Value Pricing is so last year … but what exactly is so hot right now?’ which was held on 23 July 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.   During this extract of the webinar you will learn about:
The ‘Trashing the Timesheet debate’ rages for many; and is so 2018 for others. And arguably now, value pricing is so 2019. In 2020 subscription platforms is where it is at.
In this webinar we will explore what it is like to be part of a long-standing timeless law firm, that is iterating again, including exploring:

  • the journey, time recording, to fixed pricing to subscription
  • how technology is only ever an enabler
  • leveraging the Apple way: and stealing from other industries
  • examples of professional service firms that have jumped on board the subscription fast train

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 Soul of Enterprise, Episode 300

Foundations for the future the ‘How to do it’ webinar – how to incubate and iterate your business model

Insights on the Journey to Value Pricing

The firm of ‘now’ – 5 things about the way you do the things you do**

 

Listen to View’s previous episode here.

#49 – When Trust Distributions Go Bad

In this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word – ‘trusts’.

The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless.

The time to be planning appropriate crafting distributions is before an impending 30 June.  This presentation will methodically address a number of common scenarios that see purported distributions fail, including:

  • understanding the way in which beneficiaries are defined;
  • clauses excluding the trustee as a beneficiary;
  • implications of non-resident beneficiary laws;
  • the remoteness of vesting rules, including with trust to trust distributions; and
  • adviser liability due to failed distributions.

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

 

Testamentary trusts overview

20 Point Checklist – Trust Review

Podcasts

#33 – ASSET PROTECTION MASTER CLASS 

#29 – TRUST HORROR STORIES

Listen to View’s previous episode here.

#48 – Trust Horror Stories … the 4th Edition

In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 19 May 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word – ‘trusts’.

A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2020 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

  • ’Hereinbefore’ – one word; many problems;
  • Filing your original trust deeds … in the shredding bin;
  • When the failure to stamp makes all the difference;
  • Using a corporate appointor: All good! … until deregistration
  • When the gifting under a gift and loan back defeats a key purpose of the entire strategy

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

Trust Overview

Testamentary Trusts Overview

Estate Proceeds Trusts

20 Point Checklist – Trust Review

Listen to View’s previous episode here.

#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.

#44 – Choosing the Right Business Structure – Simple! (in theory…)

In this podcast the View Legal team explore the following topic: Choosing the Right Business Structure– Simple! (in theory…) which was held on 19 September 2019.

This podcast is a take out of that session and the full webinar is available via the View Legal website 

Following on from View’s asset protection webinar last month a related topic that explores how the success – or failure – of a new business often hinges on having the right structural foundations.

In the episode we also explore the various options available for establishing any new business, including;

  1. The key legal and commercial risks of all structuring alternatives
  2. Overly and revenue consequences of each type of structure
  3. Limited liability and domino risks
  4. Future-proofing structures for business
  5. Managing internal stakeholder collaboration
  6. Family Trusts and their effect on Business Structures using case study examples
  7. Interplay with estate planning and tax

Listen to View’s previous episode here.

Related articles

Trust-owned business succession insurance arrangements: Some clarity at long last
Fettering of a trustee’s discretion – when will it be ignored? **
Company owned business succession insurance<
Insurance funded buy-sell arrangements

 

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    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 at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    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 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/

#43 – The 9 Key Principles of Asset Protection

This is a podcast of ‘The 9 Key Principals of Asset Protection’ held on 29 August 2019.

In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant.

This is however only one aspect of a comprehensive asset protection strategy.

This webinar leverages View’s textbook of the same title to explore the key principles to achieving best practice asset protection, using case study examples to deeply explore a range of issues including:

  1. Optimal use of trust structures for protection
  2. Bankruptcy and family law rules
  3. Interplay of estate planning and superannuation principles
  4. Best practice personal structuring strategies

Related articles

UPEs and an Asset Protection Trap
Using court drafted wills to achieve asset protection and tax planning
Changing trustees of trusts – Simple in theory … not so simple in practice
Podcast: #33 – An Asset Protection – Master Class
Taxation consequences of testamentary trust distributions – Part I

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    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 at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    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 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/

#42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)

This is a podcast of the ‘Unbundling the Pricing Debate (& how to actually trash your timesheet)’ held on 25 July 2019.2019-view-legal-events-unbundling-the-pricing-debate

The Trashing the Timesheet debate rages for many; and is so 2018 for others.

Having clocked up (no pun intended) over 10 years without recording single chargeable unit, it is timely (again no pun intended) to share our views (there we go again) about what’s hot and not with the ongoing utility of the incumbent pricing model for profession service firms.

In this webinar we will explore what it is like to be part of a long standing timeless law firm, including how do you:

  1. know if your team members are doing anything?
  2. know if you are making any money?
  3. track your costs of production?
  4. prove your value?
  5. fix price when you have no way of knowing how long the litigation or transaction will take?

Related articles

How to innovate: Think what BigLaw would do; and do the opposite
Insights on the Journey to Value Pricing
Your sex is on your timesheet** as View announces abandoning of abandoning of timesheets

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    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 at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    You can also explore and enrol to all of our View University courses here , including the course that complements this white paper. The base course that complements this white paper is free for all advisers.
    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 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/

#41 – Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model

This is a podcast of the Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model held on 27 June 2019.fof

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. Think fast; think slow; think no
  2. Why no one expects the Black Swan
  3. Why is common sense so uncommon in professional service firms
  4. Making correct decisions when there’s too much data

Related articles

How to innovate: Think what BigLaw would do; and do the opposite
Tyre pumping, timesheets and The Force
What exactly is a firm of the future?

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    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 at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    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 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/