This 3 minute video provides the pathway for you to obtain immediate unlimited access to resources and tools for you to grow your business today by seamlessly integrating holistic estate planning into your workflow.
To enable you to access the preferential pricing, ongoing training and other benefits available on the Adviser Facilitated Estate Planning Platform, membership to the AdVIEWser community is required. Not a member? Join here.
Integrating estate planning into your business made simple with these steps:
STEP 1: Choose your membership
Get ongoing access to curated resources.
STEP 2: Watch, read or listen to the resources
The resources provide step-by-step instructions and checklists for immediate use in your business.
STEP 3: Grow your business
Mastering the steps and checklists provide you with the framework for integrating estate planning solutions into your business.
All 7 of the Steps to Success - Implementing Adviser Facilitated Estate Planning are summarised here. Other advisers bookmark these pages to assist with easy referencing in the future.