Engage with an Estplan Mentor to move to a next generation practice model based on family wealth management, which delivers measurable commercial outcomes. Use the Tailored Practice Enhancement service to increase profitability and practice longevity.
Organise, Collaborative and Grow.
Offer a self-initiated, integrated wealth management service.
Launch a next generation practice based on a defendable model.
Ensure practice continuity, improve capital and resale value.
Focus on the needs of your high value, ageing client base!