In this episode, we meet Kieran Osborne, an innovator reshaping the estate planning industry. With over a decade of experience, he’s the founder of Squiggle Consult and YEPP Ltd, introducing modern, client-focused solutions. Kieran’s journey from banking to legal services revealed outdated practices, inspiring him to create streamlined systems and champion transparency. 

This episode is packed with insights, including how to find your next 1000 clients, build lasting client relationships, and create a vibrant, modern brand in a traditional industry.

What You'll Learn in This Episode:

1. Kieran’s Journey:
   • Transition from banking to estate planning.
   • Applying the "bank manager" relationship model to the legal industry.
2. Strategic Growth:
   • How Kieran focuses on finding 1000 clients instead of one.
   • The role of partnerships with financial advisors, employers, and charities in driving client acquisition.
3. The Power of Brand:
   • The story behind Squiggle’s name and vibrant branding.
   • Overcoming traditional industry perceptions to create a fresh and approachable brand.
4. Team Building:
   • Why Kieran hires “blank canvases” and trains them his way.
   • The challenges of recruiting in a people-driven business.
5. The Client and Team Journey:
   • How Kieran ensures a smooth process for clients while fostering a collaborative team culture.
6. Investing in Assets:
   • The value of creating visual and auditory resources to explain complex concepts in estate planning.

Memorable Quotes:

• "I'm not looking for my next one client or even my next five clients. I’m always looking for my next 1000 clients."
• "We want to be modern and vibrant, like what Monzo and Starling did for banking, but for the legal industry."

Resources and Links:

• Learn more about Squiggle Consult and their innovative approach to estate planning: Squiggle Consult Website.
  
  
• The Success Method Course: If you’re looking to grow your business, check out Ruth Ferreira’s "The Success Method” for small business owners looking to find more clients and make more money.

Connect with Kieran Osborne:

• Kieran Osborne’s LinkedIn

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