by BTWC Ltd | Jun 25, 2024 | Estate Planning, Estate Planning Insights
A Lasting Power of Attorney helps clients plan for the own welfare in the event of them becoming vulnerable or mentally incapacitated. In an era where personal autonomy and the right to make informed decisions about one’s health and welfare are paramount,...
by Richard Mawer | Jun 19, 2024 | Estate Planning, Marketing
As with any business, your ability to generate a predictable stream of leads and enquiries is critical to your continued growth and increasing revenue streams. I am going to share 10 lead generation ideas for estate planners that will help you build out some reliable...
by BTWC Ltd | Jun 10, 2024 | Estate Planning, Estate Planning Insights, Marketing
Once you’ve generated that client lead, it’s important to ensure that you’re maximising your opportunities as an estate planning consultant, by identifying other needs for your client. Here are 6 ways to maximise your profits and truly take care of your client. If you...
by BTWC Ltd | May 16, 2024 | Business Growth, Estate Planning, Estate Planning Insights
When you first start looking at your options for becoming and estate planning consultant, it can seem a challenge to decide which one fits your circumstances, so we thought we would write a quick post to help you decide the best direction for you. We also recommend...
by BTWC Ltd | Mar 25, 2024 | Estate Planning, Estate Planning Insights, Lasting Powers of Attorney
A business Lasting Power of Attorney allows your client to appoint someone they trust to make decisions concerning their business. It is important should they be unavailable or lack mental capacity. A business LPA is separate from their financial affairs LPA which...
by BTWC Ltd | Mar 13, 2024 | Estate Planning
Estate Planning and Will writing is a critical aspect of financial and legacy planning that can often be overlooked but should never be undervalued. It’s certainly a growing sector with clients becoming increasingly aware of the need for a Will or Lasting Power of...
