<p>In this episode, we take a look at the function of proactively reaching out to clients to review their circumstances. We examine a few tips on how to do this successfully and we see what impact client reviews can have on the ultimate value of the business.</p>

In this episode, we take a look at the function of proactively reaching out to clients to review their circumstances. We examine a few tips on how to do this successfully and we see what impact client reviews can have on the ultimate value of the business.

Increasing the Value of Your Business With Client Reviews

This is a podcast series for Will Writers, Estate Planners and Solicitors that are interested in learning the tips, tools and technicalities to best help their clients.

It covers all aspects to the Estate Planners functions including the client appointment, follow-up, drafting, attestations, registrations and concluding the service. It will explore key cases and look at client case studies for wills, trusts, Lasting Powers of Attorney and probate.

The aim of the podcast is to help practitioners to enhance their knowledge and skills so that the vitally important services we provide can be delivered to the highest standards for the general public.

The series is presented by Antony Brinkman, who started as a will writer in 1999. In addition to running his own company, he is a tutor at the College of Will Writing and currently holds the position of chair of the Professional Standards Board for the Society of Will Writers and Estate Planning Practitioners.

Business

Education

How To

This is a podcast series for Will Writers, Estate Planners and Solicitors that are interested in learning the tips, tools and technicalities to best help their clients. It covers all aspects to the Estate Planners functions including the client appointment, follow-up, drafting, attestations, registrations and concluding the service. It will explore key cases and look at client case studies for wills, trusts, Lasting Powers of Attorney and probate. The aim of the podcast is to help practitioners to enhance their knowledge and skills so that the vitally important services we provide can be delivered to the highest standards for the general public. The series is presented by Antony Brinkman, who started as a will writer in 1999. In addition to running his own company, he is a tutor at the College of Will Writing and currently holds the position of chair of the Professional Standards Board for the Society of Will Writers and Estate Planning Practitioners.

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Increasing the Value of Your Business With Client Reviews

Increasing the Value of Your Business With Client Reviews