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Estate Planning with Brant Dillon
Show Notes
In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning.
Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice.
Brant Dillon’s contact details are
Email: [email protected]
Phone: 0438 182 267
Web: www.thelegalhub.com.au
Linked In: www.linkedin.com/in/brant-dillon-b579a414/
Scott Charlton’s contact details are:
Email: [email protected]
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter
FuseWorks create smart solutions for accountants and financial planners to help you turbocharge your productivity and create time for what really matters.
They’ve extended a special code for all listeners of In the Slipstream to receive 50% off the annual subscription fee of their latest solution – FuseCharts. Just use the code peloton at www.fuse.work/fusecharts
Website: www.fuse.work
LinkedIn: https://www.linkedin.com/company/fuseworksteam/
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
By Slipstream Group5
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Estate Planning with Brant Dillon
Show Notes
In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning.
Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice.
Brant Dillon’s contact details are
Email: [email protected]
Phone: 0438 182 267
Web: www.thelegalhub.com.au
Linked In: www.linkedin.com/in/brant-dillon-b579a414/
Scott Charlton’s contact details are:
Email: [email protected]
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter
FuseWorks create smart solutions for accountants and financial planners to help you turbocharge your productivity and create time for what really matters.
They’ve extended a special code for all listeners of In the Slipstream to receive 50% off the annual subscription fee of their latest solution – FuseCharts. Just use the code peloton at www.fuse.work/fusecharts
Website: www.fuse.work
LinkedIn: https://www.linkedin.com/company/fuseworksteam/
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)