Adviser Coaching & Education

The Team at Estate Planning DNA together with their Legal Advisers have developed a four part specialised training program for Professional Advisers.

The course enables practices to promote Estate Planning and Business Succession to their clients adding to their value proposition and an opportunity to enhance client relationships.

  • As confirmed by Mal Foubister formerly of LifeTrack in Sydney, the course will enable you to:
  • Create an additional revenue stream for your business
  • Communicate effective Estate Planning strategies to your clients
  • Obtain referrals to other family members
  • Deepen existing client relationships
  • Engage non-engaged clients
 For further information on becoming an Estate Planning Leadership Practice contact Mike Sayer on 0417 952 183 or Kelly Pinkard on 08 9474 3648.