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View Communities

VIEW COMMUNITIES


WHY

From the founding of View, possibly more by luck than design, we have been acutely aware of the adviser journey.

Having seen first hand that the traditional professional services approach often served the owners of the business very well and all others not so well, we knew that we could either choose to be part of the solution or remain part of the problem.

History has shown that the problems faced by the big law firms are now being faced by almost all advisers. 

In a sentence, all advisers must meet the "more for less" challenge.

Our mantra to be ‘for friends’ has its foundation in helping all advisers meet the challenge and is inspired by the 3Ds (with a name check to Peter Diamandis), namely:

  1. democratising access to adviser knowledge
  2. digitalising the delivery of legal solutions in our specialisations (namely tax, estate planning, trusts, asset protection, business succession and super)
  3. disrupting the heritage professional service business model (aka - destroying the billable hour)

As advisers and for the adviser community (whether it be accountants, financial advisers or other lawyers), we are all experiencing the impact of the marketplace that sees knowledge and even wisdom as simply ‘tickets to the arena’. Our customers now expect us to apply our knowledge and wisdom to deliver deeply valuable insights.

Every day View strives to help advisers become the best they choose to be.

This journey and the contribution that View makes is most easily explained through the three "i"s, namely:

  1. Information – View delivers this through its extensive publication of books, blog posts, podcasts and ‘View University’.
  2. Interpretation – delivered by View via seminars (over 100 each year), webinars and our ‘Checklist Manifesto’.
  3. Insight and Inspiration – delivered through View’s hosting of online mastermind communities, one-to-one mentoring and publishing partnerships.


Information and Interpretation are areas that we have delivered with passion and boring regularity since 2005.

Now View is doubling down to deliver deeply on Insight and Inspiration. 

THE DETAIL

Like all new technology tools, we have experienced firsthand the potentially negative aspects of social media.


This said, the extraordinary power of private Facebook communities are indisputable.


View’s online mastermind membership communities create a framework to allow open-minded advisers the opportunity to radically improve the insight and inspiration they deliver to their customers.


In particular, the membership communities:

  1. Allow you to choose your tribe and surround yourself with passionate people on a similar journey.
  2. Create collaboration opportunities in a sales pitch free ecosystem.
  3. Facilitate true conversations, tailored to your needs at all times, between successful professionals wanting to make a difference.
  4. Open up networking channels that would otherwise remain unseen.
  5. Allow you to drive results and have embedded accountability in your business.

View’s three communities

TECHNIVIEW

Exclusively for non-lawyers specialising in estate planning and related areas.


ADVIEWSER

A community for non-lawyers specialising in adviser facilitated legal solutions focusing solely on processes, systems and strategies rather than technical content.


VIEWRUPTION

For all professional service providers wanting to continue the journey of iterating their business model – including abandoning time recording.


Why you shouldn't join the community

Not for you

Could be for you

You are looking for polished highly scripted content delivered periodically.

You are looking for content that is raw, uncensored and delivered by way of a conversation. Every. Single. Week.

You learn only by one-way consumption of information.

Learning here leverages the community – while View hosts and is ultimately responsible for being accountable to the community – it is a conversation, not a sermon.

You believe AI is the single biggest threat to professional service firms.

You believe AI is the single biggest opportunity to empower advisers to be delivering deeply insightful and inspirational value to their customers.

You believe there is a lump of work available and it is a competition to catch as much of that work is possible.

Members of the community believe that sharing and collaboration create an infinite range of possibilities and that the lifting up of each member’s business improves all members of the community.

You believe communities – particularly online – are an excuse for not doing real work.

Community members believe that real work now is not about grinding out repetitive tasks over and over again. We need to move away from the knowledge based service delivery to the insightful and inspiring delivery of value.

You believe that attending conferences is about collecting CPD points and passively listening to lecture style sermons.

Community retreats are structured so that every attendee must deliver a seven minute TEDx style presentation of an important lesson that they have learnt in the previous 12 months.

You think estate planning is simply about getting a will done.

Community members believe in "EAAE" – i.e. estate planning as an ecosystem whereby wills are delivered as an integrated part of also delivering superannuation, tax planning, structuring, asset protection and business succession advice.

You believe that the only way to deliver value is by reference to inputs (for example, time recording).

Community members believe this model is (and indeed always was) inappropriate for both the customer and adviser.

You believe that membership-based communities are some sort of cunning plan to trick you into a perpetual license fee arrangement.

Community members know it to be true that they can cancel the membership instantaneously at any moment.

You believe online communities should be free.

Community members know that anything of substance that is ‘free’ either means you’re the product, or taxes you in other ways (eg perpetual sales pitches or little accountability for delivery of content). Here, there are no sales and a passionate focus on sharing high value insights.

You believe that the fact no others are offering a similar solution matters.

Yes; and?

You prefer treating learning as a CapEx cost.

This platform is built around 'and' not 'or' - in other words, an OpEx investment makes sense on many levels.

You do not want to use View for all of your estate planning solutions.

All good – there is a complete dedication to your ongoing and absolute discretion to deliver solutions in the way that best serves your business.

You do not want to use View for other solutions.

Again – all good.  See above line item.

View’s three communities

TECHNIVIEW


Exclusively for non-lawyers specialising in estate planning and related areas.

ADVIEWSER

A community for non-lawyers specialising in adviser facilitated legal solutions focusing solely on processes, systems and strategies rather than technical content.

VIEWRUPTION

For all professional service providers wanting to continue the journey of iterating their business model – including abandoning time recording.

FAQ's

Who is this community for?

I hate Facebook – indeed, I don’t even have a Facebook account, do I really need to join?

Can I leave at any time?

What do I need to contribute?

What if more than one person at my firm wants to become a member of the community?

When do I get access to the group and content?

At the moment, I am not sure I can afford to be a member.

Can I get the ‘’insider’s’’ view of what the community is actually like?

What is the specific content that is covered in the community?

I am unbelievably busy already – why would I be trying to add an additional line item on to my to-do list?

Is legal advice being provided?

Can the monthly membership rate be paid on some other basis?

Is the community a closed community?

What if I want to be a member of more than one community?

I was never accredited as an estate planning specialist facilitator previously – why do I need to be now?

I'm a regular and long-standing adviser with View – do I really need to be accredited?

Why do I have to join the adVIEWser community in order to become accredited?

Can I get accredited without passing the exam?

What are the benefits of accreditation?

How does accreditation help me with my customers?

Does View realise that requiring accreditation may mean I choose to no longer use the View adviser facilitated estate planning platform?

Can I share my View accreditation number with other members of my firm?

What is the situation with the View Legal estate planning platform operated via the NowInfinity in late 2019?

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