Free Workshop
How you can launch your Estate Planning Service (without being a lawyer)
Watch my workshop to see how other financial advisers and accountants are growing their business and bringing clients closer
Free Workshop
How you can launch your Estate Planning Service
(without being a lawyer)
Watch my workshop to see how other financial advisers and accountants are growing their business and bringing clients closer
In this value-packed 60 minute workshop you will find out
Why you are perfectly positioned to talk about estate planning
Why your clients want to have an estate planning conversation with you, instead of a lawyer they don’t know
How to choose a lawyer to partner with
Spot the red flags before you lock in a partnership
The skills you need to talk about estate planning with confidence
Learn what you need to know to come across as an expert
How you can bring an estate planning
service to life
I share the steps you need to take and how to make it happen
In this value-packed 60 minute workshop you will find out
Why you are perfectly positioned to talk about estate planning
Why your clients want to have an estate planning conversation with you, instead of a lawyer they don’t know
How to choose a lawyer to partner with
Spot the red flags before you lock in a partnership
The skills you need to talk about estate planning with confidence
Learn what you need to know to come across as an expert
How you can bring an estate planning
service to life
I share the steps you need to take and how to make it happen
