The Estplan Awareness Workshop is completely tailored course designed to position an adviser in a referral capacity within the estate planning engagement. The workshop introduces estate planning so that advisers have an understanding of the cross-disciplinary, relational path to the estate planning process and a practical approach to introducing it into their practice.
The workshop typically runs for 1 day and offers a combination of theoretical concepts, practical application and implementation tips.
Advisers can exploit 2 referral opportunities:
- Advisers refer the estate planning engagement to a qualified professional and gain reciprocal benefits from the collaborative partnership.
- Estate planning assists new prospect referrals and opens up additional marketing opportunities with the client.
The Awareness workshops position advisers as a Referrer Adviser.
Contact us for more information on 1300 ESTPLAN or send us an This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
