Courses

  Tutor:  Antony Brinkman This course is a step-by-step breakdown of the client appointment. From the preparation before the appointment, through the greeting, fact-finding, presentation of solutions, closing of the sale, instruction-taking, handling of common problems in the appointment right through to the successful conclusion of the meeting. It covers an in-depth breakdown of the […]

  Tutor:  Antony Brinkman Most of the clients we see and the circumstances under which we conduct our business are, thankfully, quite “normal”.  There will not be any question about their mental capacity or any concerns about duress or unnecessary pressures.  But sometimes there will be.  It is at these times when your knowledge of […]

Many business owners lack the basic skills when it comes to finding the right prospect leads, along with assuming and often expecting their prospects to pick the phone up & contact them.  Understanding the customer journey, wearing their shoes for a day, really interrogating, knowing, and understanding your data such as how much does it […]

FACT – every business needs to find new customers, selling is about telling.  This workshop is aimed at those who are serious about finding new customers and who want to develop their current customer base to buy more.  This is aimed at business owners who ultimately want to grow their business using tried and tested […]

Brand new course for 2020! Making a will is fairly straightforward, making a valid one takes a little more time. This course aims to demonstrate how to draft a negligent will. In drafting such a will practitioners will develop their skills in identifying problems and pitfalls in drafting practice. The course updates practitioners with current […]

Divorce and separation in later generations can jeopardise your clients’ best laid plans. Separation and divorce can dramatically impact the estate planning arrangements made by the couple’s parents. This often results in unforeseen and unattractive consequences. Family wealth that had been intended to pass down through the generations can be diverted out of the family, […]

  Get the most out of your Sure Will Writer! Sure Will Writer has had a CRM (client relationship management) system included as part of your subscription since launch, but are you fully utilising this? If you want to learn more about what the CRM system can do and how to tailor it to yourself […]

  Tim Farmer is the Clinical Director and co-founder of Comentis who provide a digital assessment tool that identifies and supports those who lack mental capacity or are financially vulnerable. Tim is a leading expert with over 25 years’ experience in the assessment of mental capacity and is a multi-award-winning author of ‘Grandpa on a […]

This course is designed to help will writers who already deal with clients that face an Inheritance Tax liability in their practices understand the Inheritance Tax planning solutions available beyond drafting wills. It is designed to understand how some of the wider Inheritance Tax planning schemes work; how they might be applicable to your clients […]

How to Take PERFECT Instructions – Every Time! Tutor:  Antony Brinkman Whether you are new to the industry or have been an Estate Planner for the last 30 years, this course will boost your instruction-taking to a new level!! The course will answer the following questions, and more: What is the single most important skill […]