Estplan’s Transactional Mentoring Service assists with client acquisition and retention. The focus is on attracting the client, setting the service expectation and delivering to that expectation.

Your Estplan Mentor will refine your transaction cycle, identify areas of improvement and review specific skills.  This tailored approach to optimising your transaction cycle, is aimed at increasing adviser performance and ensures alignment with the overall practice goals.

Each stage of the transaction cycle will be optimised to ensure positive, measurable results.

Your Estplan mentor will work with you to increase your understanding of your client’s buyer behaviour. Additionally, you will develop processes that accelerate the transaction cycle and increase client acquisition.

Estplan mentors use best practice transaction cycle optimisation methodologies based on sound commercial principles which lead to better client acquisition, satisfaction and retention.

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