by Richard Mawer | Jun 11, 2020 | Wills
We’re currently living through a pandemic when the future does not look as clear to see as we previously thought. At a time when families should be planning for their future protection, according to research by the Society of Trust and Estate Practitioners (STEP) then...
by Richard Mawer | May 31, 2020 | Marketing
As an Estate Planner, Financial Adviser or Broker, your existing client base is vitally important at the moment. Your clients are more valuable to you than you may think…. Why are your current clients so valuable? Sometimes, it’s so easy to get caught up in the...
by Richard Mawer | May 17, 2020 | Business Growth
The first stage of lifting lockdown has stipulated that if you cannot work from home then you can go to work. Many advisers, brokers and Will Writers will be lucky that they can work from home, but there are likely to be scenarios when you do need to visit a client in...
by Richard Mawer | Apr 30, 2020 | Marketing
As a financial adviser, will writer or estate planner, it can maybe seem a bit difficult at the moment to market your business without it seeming a little inappropriate or bad timing. Your client knowledge Sensitivity is required, but the most important thing...
by Richard Mawer | Apr 28, 2020 | Wills
There are pros and cons to everything, and what’s right for one person does not always suit another. Wills are no different. Over recent weeks there has been a rise in the number of people seeking advice on making a Will and looking at where to go to or who to ask for...
