The Step-by-Step Guide to implementing holistic estate planning
- Introduction – 7 Steps to Success to Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform
- Step 1 – Choose your membership level in the AdVIEWser Community
- Step 2 – Understand each aspect of the Adviser Facilitated Estate Planning process
- Step 3 – How to position your service offering to customers
- Step 4 – Select an adviser facilitated package
- Step 5 – Capture your learnings, improve your systems
- Step 6 – Sharpen your saw
- Step 7 – Rinse and repeat