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| Advertisement by The Asset Protection Strategy |
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| Wills & Trusts - Are they the missing piece in your business? |
| At The Asset Protection Strategy we strongly believe that everyone should have a Will in place to make sure that their assets go to their chosen beneficiaries, and so we find it strange that for many businesses this is the missing piece of their client proposition. |
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The Asset Protection Strategy has created a unique process which enables you to introduce the subject of Asset Protection using Wills & Trusts into your client proposition quickly and easily.
You will not be writing Wills simply gathering financial information from your clients and passing it to our Legal Services Partners who are S.T.E.P. members, they will produce a bespoke recommendation for your client outlining how by using Wills & Trusts they can safeguard their assets. You will then present the solution using our unique sales process. Based on 2011 figures, £780 average earnings per case.
Offering a Will service is also a great way to build your business through referrals to Guardians, Trustee's, Executor's and Witnesses and we have a tried and tested method which we will share with you along with many other ideas.
We run a comprehensive 2 Day training course covering topics such as Wills & Trusts, Lasting Powers of Attorney, Probate along with a sales and marketing session where we discuss how to introduce your new service to your clients and we share marketing strategies that are working successfully in other businesses. |
| Click here to see Training Day agenda |
Next Course: 19th & 20th June 2012
Location: Kenilworth
Cost: £125 Per Day
To book your place please call 0800 634 7051
Or
Email: info@theassetprotectionstrategy.co.uk |
Additional Services include:
Bespoke Wills & Trusts website*
Members area
Personalised Business Cards & Letterhead
£2 million PI Cover
Technical Help Line
Marketing Materials & Sales Aids
*Monthly Membership Fee £30
*An addition £10 per month website hosting fee
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cherry, cherryFind and cherryaidfs are trading names of cherry UK Limited ('cherry') Registered Office: The Stables, Little Coldharbour Farm, Tong Lane, Lamberhurst, Tunbridge Wells, Kent TN3 8AD. Registered in England and Wales. Company Registration Number: 05624666. VAT Number: 874593966
DISCLAIMER - Please note that cherry (UK) Ltd. never recommends the products or services of other companies and in making contact with, or accepting contact, products, services or advice from any individual, company or adviser, you agree, without exception, that no accountability in respect of resultant damages, incurred by you or by others, rest in any way with cherry (UK) Ltd.
6323 / 30.05.12
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