• The members of the community are passionate advisers who believe ongoing conversations with like-minded peers are critical to success.
• They understand that while ‘one way’ education (such as seminars, webinars and textbooks) have a role to play, real conversations with real specialists in real-time are critical.
• They believe that View’s online mastermind community offers a pathway to collaboration in a way that until very recently was inconceivable.

In a word – yes.
While we have actively explored other platforms, there is a reason that Facebook has been as successful as it has been. Its ability to collaboratively have communities share in a secure and usable interface is currently unmatched. This said, we know that Facebook is not necessarily a social media platform that community members otherwise choose to utilise and there is no need or expectation for community members to be otherwise active on Facebook in order to derive full value from the community.

Absolutely, as soon as you feel you are no longer getting value. The processing of exit is done at the end of the month you choose to exit. This platform is not an elaborate tool like some heritage solutions to get you locked into a process that is tricky to extract yourself from.

Our only request – that you can choose to ignore – is that you share with us why you were not getting the value desired.

For many, a key contribution that you can make is being an active member of the community – turning up and engaging where you think you can add value. At a minimum, you will need to be an active listener in the conversation that takes place and commit to apply the learnings from the weekly and monthly sharing that View leads in the community.

In a Resources sense, you will need reliable Internet access and an active Facebook account. Other than that however, the value you derive will largely depend on your attitude and commitment.

Fantastic – if they are otherwise the right fit, we would love to welcome them. In terms of the pricing, please contact us here and we will work out an arrangement that is fair for all.

Most firms adopt one of two approaches, namely:

(a) One or two members of the firm join best fit membership level and then leverage content to provide internal firm education (eg a ‘train the trainer’ model)
(b) All nominated firm members join best fit membership via an agreed corporate membership arrangement

Immediately. As soon as you join the community, this will trigger a series of emails that give you everything that you need.

The community is not for everyone. This said, we have created three service levels to allow a significant level of control over your investment at all times. You can also cancel your membership at any time.

At all service levels, the membership pricing is designed to deliver exponential value to you, and in turn, the value you can deliver to your customers. This said, only you can determine how to prioritise your investment expenditure.

To this end, View would welcome the opportunity to assist you outside the community environment through our array of resources ranging from weekly blogs, seminars, webinars, and books through to online education courses, podcasts and our Checklist Manifesto.

Yes. Contact us and we can share contact details for existing members. Or – simply join for a month and cancel membership as soon as you feel value equation does not work for you.

The power of the community is ultimately the flexibility and fluid approach to content shared. The core areas for each of the 3 communities are as follows – these are always subject to the feedback and contributions from community members as part of a continuing and evolving conversation.

• Techniview: estate planning, succession planning, trusts, tax, structuring, asset protection, super, powers of attorney, business succession, post death testamentary trusts, estate administration and probate.
• Viewruption: disruptive innovation, ultra-specialisation, the ‘3 P’s’ (process, product and pricing), outsourcing models, productization, AI and machine learning, pricing models, burning the timesheet in practice, case study examples of building ‘The Firm of the Future Now’.
• Adviewser: facilitation models, pricing and positioning, managing risk, having conversations that matter, war stories that resonate, building processes and systems that scale.

While many ‘one way’ education programs – the community has all the conversations stored indefinitely.
There is no minimum contact time mandated. There are similarly no mandating of the way in which you are involved.
This inherent flexibility should allow you to invest to whatever level makes sense from time to time while still delivering the value you deserve from your investment.

Even when lawyers (including lawyers from View) are contributing to the community, no legal advice is being provided.
This is because legal advice always must turn on the exact factual matrix of a particular situation with direct engagement between the lawyer engaged and the underlying customer.

There are a multitude of ways for members to get legal advice as and when they need it – ultimately, the mastermind community is about asking the right questions as opposed to locking in on any particular answers.

For the current alternatives to the monthly membership please see this article.

Absolutely – only members of the community can access the discussion threads and content.
Similarly, only members of the community know who other members are.

There are three communities hosted by View, namely:

1. Techniview
2. Adviewser
3. Viewruption

If you would like to be a member of more than one platform, please contact us and we will agree a pricing approach that is fair for all.

• In a post-royal commission world, it has become clear to View that its adviser facilitated platform only provides value where advisers truly ‘get’ estate planning.
• The accreditation approach helps ensure that View is only working with specialist advisers committed to delivering great value to the customers via the facilitated estate planning platform.
• Accreditation also helps build the skills of all advisers in the community by ensuring that each adviser has ‘skin in the game’.

See also the FAQ for ‘Why do I have to join the adVIEWser community in a category other than free?‘

In a word, yes.

In saying this, you may be able to skip sitting the entry exam.

Simply email us at [email protected] with your request.

The AdVIEWser community is designed to help all advisers be on a pathway of continuous improvement in the estate planning space.

Behavioural economics confirms that the relatively small monthly financial commitment, in comparison to the value offered at each service level, will help all advisers commit to the community. With only committed advisers in the community, the quality of interaction and knowledge sharing should continue to improve, for the benefit of all advisers and in turn customers.

See also the FAQ ‘What do I need to contribute?‘.

Unless a special exemption is granted, each adviser must pass the accreditation exam with a zero error rate.

See also the FAQ titled ‘I’m a regular and long-standing adviser with View – do I really need to be accredited?‘.

In addition to the features set out in each category of the AdVIEWser community, the benefits of accreditation include:

1. membership of a closed community of advisers passionate about delivering adviser facilitated estate planning solutions for their customers;
2. ongoing regular adviser centric continuing education;
3. ongoing discussion and knowledge sharing with like-minded advisers.

As an accredited adviser with View’s facilitated estate planning platform, your customers will be assured of the level of commitment and specialisation you have in providing value in the estate planning space.

• Yes, View does understand this and will respect and accept your decision and proceed to close access to the resources and your account.
• Non-accredited advisers wanting View to assist with estate planning can still lodge free review submissions.
• View can assist in these instances in a more traditional way of providing a suggested scope of work and upfront service guaranteed fixed pricing without the referring adviser facilitating the process.

Each adviser who is submitting instructions on behalf of a customer must use their own accreditation number.

Where an adviser has another team member submitting instructions, that team member may use the accreditation number of the adviser that they are working with, without themselves being accredited.

The structure of these catch ups are at your discretion. 

Some examples include:

(a) exploring content from a previous View webinar;

(b) tailored training on a topic of interest;

(c) exploring a client case study;

(d) a ‘before action review’ (ie full planning exercise) for an upcoming event the firm is presenting

(e) attending an internal View team training