Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041601-47180001
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice

This week, Pat speaks with Colin Jowell, Founder at BillWill. They discuss how BillWill, founded from Colin’s personal experience with his father’s estate, helps advisers bridge the gap between wills and clients’ real lives by providing a white‑label, tech-enabled estate planning and legacy service that leverages open banking, strong security, and emerging AI tools to better support families before and after death.

Colin Jowell LinkedIn: https://www.linkedin.com/in/colinjowell/
BillWill Website: https://billwill.com.au/

Discover a world of client engagement: https://ensombl.com/go/20260417-2/

General Disclaimer – https://www.ensombl.com/disclaimer/