Strengthening your trust related services - telling trust clients that things need to change - 8 May 2018 (On Demand)

Description

Framing conversations to reset professional trust services

A common challenge for many professional trustees is how to tell client trustees or trust clients that things need to change.

If you’re a professional trustee or advisor with trust clients where you know things aren’t being run properly, how do you get things on a proper footing?

  • How do you frame the conversation? 
  • What do you say? 
  • How do you get clients to see the value? 
  • How do you capture the commercial opportunities? 
  • How do you charge for a trust review? 

Sometimes it can be tough figuring out where to start, especially if you are close to the client, have long-standing client relationships, or limited time.

This webinar builds on Lindsay Pope’s popular Professional Trustees - Optimising your trust services webinar and takes a deeper dive specifically into the process for re-engaging with co-trustees and trust clients.

Lindsay will set out practical strategies and identify commercial opportunities to:

  • Initiate critical conversations to reengage co-trustees and trust clients 
  • Help clients see the value of trust and estate planning services 
  • Improve and enhance trustee and beneficiary relationships 
  • Lower professional risk 

Lindsay shares insights, experiences and practical strategies from a 40-year background in professional trust services.

This webinar is a must for all firms and practitioners looking to strengthen the future positioning and delivery of their trust related services.

LEARNING OUTCOMES

This webinar will provide practical concepts and strategies to proactively plan, prepare for and initiate conversations to:

• Reset the terms of engagement
• Improve the standard of trusteeship
• Reduce professional risk
• Capture the commercial value in trust services

ORIGINAL BROADCAST DATE

8 May 2018

SUITED TO

This webinar will provide practical concepts and strategies to proactively plan, prepare for and initiate conversations to:

  • Reset the terms of engagement
  • Improve the standard of trusteeship
  • Reduce professional risk
  • Capture the commercial value in trust services

PRESENTER

Lindsay Pope, Principal,  Trustee Support Ltd

1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $180.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑learning@wolterskluwer.com and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.