Implementing View’s Turn-key Adviser Facilitated Estate Planning Platform
Lectures
Bonus materials
| Section 1 | Overview | Content type | |
| Lecture 1 | The Why | Module | |
| Lecture 2 | The How | Module | |
| Lecture 3 | The What | Module | |
| Section 2 | Packages | ||
| Lecture 4 | Packages for “The 7 Steps to Success to Implement View’s Turn-key Adviser Facilitated Estate Planning Platform | Website | |
| Section 3 | Step 1 – Become part of the View community | ||
| Lecture 5 | Overview | Module | |
| Section 4 | Step 2 -Understand each aspect of the adviser facilitated process | ||
| Lecture 6 | Estate planning toolkit | Module | |
| Lecture 7 | Understanding the service levels | Video | |
| Lecture 8 | Submission of instructions | Video | |
| Lecture 9 | The documents and online meeting | Module | |
| Lecture 10 | Your certificate of compliance | Module | |
| Section 5 | Step 3 – Position your service offering with a client | ||
| Lecture 11 | Estate Planning Toolkit and fact sheets | Website | |
| Lecture 12 | Using our Apps | Website | |
| Lecture 13 | Technical reading – View’s text books | Website | |
| Lecture 14 | On-going education programs | Website | |
| Lecture 15 | Weekly blog posts | Website | |
| Section 6 | Step 4 – Select an adviser facilitated package | ||
| Lecture 16 | Overview of solutions | Module | |
| Lecture 17 | Selecting the right package | Video | |
| Section 7 | Step 5 – Capture your learnings, improve your systems – and View’s | ||
| Lecture 18 | Overview | Module | |
| Lecture 19 | AARs explained | Podcast | |
| Section 8 | Step 6 – Sharpen your saw | ||
| Lecture 20 | Checklists | Module | |
| Lecture 21 | Ongoing education program | Video | |
| Section 9 | Step 7 – Rinse and repeat | ||
| Lecture 22 | Overview | Module | |
| Section 10 | Bonus Material – Example War Stories – written | ||
| Lecture 23 | The Last Flight to Fiji – Client scenario | eBook in PDF format | |
| Lecture 24 | The Last Flight to Fiji – Court Decision | eBook in PDF format | |
| Lecture 25 | Till death do us part – Client scenario | eBook in PDF format | |
| Lecture 26 | Till death do us part – Court Decision | eBook in PDF format | |
| Section 11 | Bonus Material – Example War Stories – video | ||
| Lecture 27 | BDBNs | Video | |
| Lecture 28 | Conflicting Instructions | Video | |
| Lecture 29 | EPAs | Video | |
| Lecture 30 | Gift & Loan Back | Video | |
| Lecture 31 | Testamentary Trust Transfers | Video | |
| Lecture 32 | Murphy’s Lew | Video |
Click on the link below to download module and eBook in PDF format.
| Lecture 1 | The Why |
| Lecture 2 | The How |
| Lecture 3 | The What |
| Lecture 5 | Overview |
| Lecture 6 | Estate planning toolkit |
| Lecture 7 | Submission of instructions |
| Lecture 9 | The documents and online meeting |
| Lecture 10 | Your certificate of compliance |
| Lecture 16 | Overview of solutions |
| Lecture 18 | Overview |
| Lecture 20 | Checklists |
| Lecture 22 | Overview |
Click on the link below to access webpage.
| Lecture 4 | Online Course |
| Lecture 11 | Estate Planning Toolkit and fact sheets |
| Lecture 12 | Using our apps |
Apps that provide white papers
| Lecture 13 | Technical reading – View’s text books |
Text books, including our most popular publication for advisers in the estate planning space, namely ‘Estate Planning War Stories’
| Lecture 14 | On-going education programs |
| Lecture 15 | Weekly blog posts |
Click on the links below to download your copies of eBook in PDF format.
| Lecture 23 | The Last Flight to Fiji – Client scenario |
| Lecture 24 | The Last Flight to Fiji – Court Decision |
| Lecture 25 | Till death do us part – Client scenario |
| Lecture 26 | Till death do us part – Court Decision |
Interview with Chris ‘Elroy’ Stricklin from The Soul of Enterprise: Business in the Knowledge Economy in Podcasts
Click on the image to listen to the podcast
