Estplan offers an effective and proven practice mentoring service, based on sound business principles in practice development to achieve commercial outcomes.

This model is underpinned by Family Wealth Management including Estate Planning and has resulted in dramatic growth for those that have implemented the best practice recommendations.

It is a tailored approach to set and achieve outcomes that grow practise value and ensure sustainability. Estplan mentors embody strategic delivery through a structured methodology that incorporates planning, development of marketing, review of support processes and aligning practise vision with procedure.

You are assured a consistent quality service and our methodology is constantly reviewed and updated by Family Wealth Management experts. Additionally, you are able to increase fees by utilising value based pricing and enhancing client perception of the service you provide.

This framework provides an outline to help develop and position your practice, detail strategy and work to set commercial objectives. It has been extensively tested with exceptional results.  Estplan mentors will refocus and monitor your efforts to optimise fee income and define growth outcomes. Additionally, the mentors will comprehensively explore practice capabilities; identify new opportunities and direct organisational change if required.

Benefits of practise plan mentoring

• Estplan mentors guide the practise plan development process, set timeframes and monitor and review plan development.
• Your mentor will comprehensively explore practise capabilities; identify growth opportunities and direct organisational change if required.
• You work with the Estplan practise plan template to:
  • Develop an understanding of the marketplace.
  • Identify the target market and highlight new opportunities amongst A clients and prospects.
  • Refocus practice management and processes to advise and service the target market.
  • Identify and implement networking strategies to plan and advise.
  • Develop a value proposition in line with new target market. Position the practise as a niche provider to this target market.
  • Use 5 Ps of marketing -  Place, Product(or Service), Price, Position and Promotion - to help achieve commercial outcomes.
  • Optimise efficiency by utilising proven time management techniques.
  • Develop a streamlined transaction cycle to acquire clients, set the expectation and deliver to the expectation
  • Measure progress and track growth - this highlights strategies that work.
• Practice Plan Mentoring ultimately positions you as a top of mind adviser for your clients.

The Estplan Practice Mentoring Model is outlined below

Contact our team of skilled mentors for more information on 1300 ESTPLAN or request a practice mentoring information pack This e-mail address is being protected from spambots. You need JavaScript enabled to view it