Advanced Instruction Taking Course
The Advanced Instruction Taking Course is aimed at experienced Estate Planners that have been in the industry from a few months to several years, and that want to take their instruction-taking skills to the next level.
- Reduce Errors
- Increase Referrals
- Gain more job satisfaction
- Improve client confidence
Taking client instructions IS a skill. It can be studied, practiced and improved so that errors are reduced, client confidence is raised, and job satisfaction is taken to new heights. Ultimately, the aim is to help you increase your income through increased competence and more referrals.
The most essential tool of your trade is your instruction form. It is the carpenter’s hammer and nails, the mechanic’s wrench and the surgeon’s scalpel. This course takes an in-depth look at the instruction forms you are using to provide practical means of making your job easier and the ultimate service you provide more thorough.
The key skill of instruction taking is communication. On this course, you will take a fresh look at this skill, and observe its component parts in a depth that can be used on a daily basis.
Don’t take our word for it:
“Thank you for this course – it was money and time well spent! The experiences shared by the whole room, and Antony especially, were really helpful” – M.C.
“It was good to listen to other practitioners instruction-taking experiences and to see the examples of checklists and instruction forms on the handouts. There was good interaction between the tutor and practitioners throughout the day. Thank you.” – G.M.
“This course is interesting, interactive and a very clear presentation of some vitally important points. It is useful and relevant to every-day work. Thank you.” – S.T.
“There were some important points raised on the course, and practical points to take better instructions. Taking better financial details, more detailed notes around assets, family structure etc.” – J.W.
“Good venue, good lunch, good presenter – very worthwhile! Thank you.” – G.C.
“Excellent presentation by Antony, and good interaction with others on the course.” – D.G.
Antony Brinkman has been an estate planner since 1999. He has appeared on radio and TV as a featured guest representing this industry, has been regional chair for the North West since 2014 and is currently the vice chairman of the Professional Standards Board, which he has been involved with since its inception in 2016. He has run four successful businesses in four different sectors, and his estate planning company has won multiple business awards.
Outside of work, he is a husband and father. Along with his family he contributes to several charities including The Truth About Drugs to educate the youth of today and thereby prevent the lost opportunities from lives that get destroyed by drug addiction.
He is also a fan of Genesis, but nobody is perfect.