No – and yes.
View’s adviser facilitated estate planning platform is built and continues to be informed by View’s learnings from taking a lead role with complex estate planning situations, on direct referral from advisers.
Senior View team members (including founding director Matthew Burgess) continue to actively work in complex matters – and then use the learnings to democratise access to the solutions via View’s adviser facilitated estate planning platform.
Senior team members have active non-adviser facing roles in the adviser facilitated estate planning platform, such as content creation, product development, systems, processes, risk management etc.
The only adviser facing roles senior View team members have in the adviser facilitated estate planning platform are via:
(a) the closed adVIEWser community FaceBook discussion group and personal adviser coaching and mentoring;
(b) initial positioning of the platform with advisers; and
(c) receiving advice provided by advisers on changes or improvements they would like to see to the platform (which View actively seeks out, including via diagnostic tools and ‘after action reviews’)