With a need to reduce my traveling commitments and be more available for our four sons, I decided to develop online training modules that could be used by the financial services sector and others. The area of greatest need was estate planning, so I’ve spent the past three years developing a programme of bite-sized modules to help advisers have better conversations with clients around this critical area (fundamentals of estate planning, relationship property, Wills, EPAs, trusts, conversations, scenarios and extra learning). It is of great satisfaction to have a national training distributor committed to these TeachUs modules, which will be released to the market in 2021.
My own increased awareness has led to much more in-depth conversations with clients as well as family, friends and just about anyone else I encounter. It’s phenomenal how many questions people have in this space but seem to feel intimidated by the cost and complexities of approaching lawyers. My intention is to help clients gain confidence around the questions to ask and to get a sense of urgency around taking action!