Practical steps to building an estate planning offering

Date: 10 February 2020

If you're looking to grow your business and strengthen client relationships then you may wish to consider the role estate planning has on your value proposition.

In this presentation Brandon Thompson, CEO of Yodal, will demonstrate the practical benefits of an estate planning offering and outline why advisers are well placed to capitalise on this commercial opportunity.

Below you can find a recording of the webinar, podcast, presentation slides and additional insights. 

1. Webinar recording

CPD point only available for live attendees.

2. Webinar slides

This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to Netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.

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