As a finance professional, your clients, consciously or not, look to your for guidance on protecting their assets.
Often, they expect you to proactively recommend an estate planner.
You know as well as I do that estate planning is more than just a fancy term for will writing.
The Respect You Merit
You might have encountered a will writer who offers to write your clients’ wills while offering you a two or three-hundred-pound referral incentive. On your behalf I wished they’d treated you with the respect your profession merits.
No Mere Fancy Term
You know estate planning is not merely a fancy term for will-writing. Estate planning is the art of arranging the clients’ assets so the client and their family enjoy those assets today – so that the family don’t have to wait for the client to die to enjoy the fruit of the client’s life’s work.
Top 10% and Higher
Your clients, who are in the top 10% of earners and asset holders are of such material wealth that palming them off with a will that leaves everything to their partner or children absolutely would be inadequate – you would be doing them a disservice if you allowed your clients think such a will would serve their purpose, that such a will would serve their family’s purpose to. Worse upon worst would be if they died intestate.
Your aim is to do the best job you can.
You, Your Client, You
The way I arrange my clients’ affairs, enables you as the referrer to get an income today, but equally importantly helps you keep the funds under management when the client dies. Thus enhancing the value of your practice by more than doubling the period over which you manage the clients’ funds, thus doubling the value of your business.
Long ago, in the days only farmers drove Range Rovers, I started my working life as a financial adviser. From memory the financial adviser’s or pensions consultant’s central point was: What is your current or desired lifestyle? Let’s arrange your assets and investments to provide assets and incomes for the lifestyle you desire [both now in your working life, and in your retirement].
Not dissimilarly, the essential task of the estate planner is to help articulate an answer to the query: Where would you want your family to be two, three and more generations hence?
In the final analysis, the estate planner asks the most fundamental, the most profound come before the client’s consideration. Because I ask more than merely: ‘whom do you want to inherit your things on your death?’ Because I help lay the foundation for their family’s future financial security.
What You Get
- Income today
- Improved client experience – you’ve entrusted your client to a reliable efficient partner
- You would retain the client for longer
- Zero effort administration
- Increase of at least 100% in the value of our business
Your Exit Plan
Now, let’s talk about your asset, your practice, the fruit of your life’s work. Working with me , referring your clients to me for their estate planning would increase the value of your business by helping you keep your funds under management after your client dies.
Therefore, your exit, be it in twenty-four months or twenty-five years would be to mighty profit. And there’s more.
To get the show on the road, simply call me on 020 8669 17779 to the show on the road – we’ll start to see an increase in your income and the value of your business.