VIEW Communities

For years I had known facilitated estate planning could radically improve my service offering for customers … guiltily using the ‘too busy’ excuse to avoid the issue. Joining View’s adviser community gave me ‘turnkey’ solutions to allow me to immediately deliver solutions to my customers – the guilt is gone and replaced with the excitement of knowing I am now proactively helping customers … and getting paid well to boot

Particularly post the Royal Commission, compliance is my single biggest pain point and so emotionally draining. My licensee approved View’s adviser facilitated estate planning platform and suddenly it has allowed me to turn my pain into profit. Not only does it get me ‘off risk’ I am also monetising the value I am required by law to deliver

The changes for me in recent years as a risk and insurance specialist have been overwhelming, despite having over 20 years in the game. Discovering View’s platform and the ability to facilitate estate planning strategies has been a revelation. For basically every key customer I have facilitated an estate plan with via View I believe they now consider me as their ‘trusted adviser’ – suddenly my years of experience are my biggest advantage

Being a ‘generalist’ lawyer I live in constant fear of the ‘unknown unknowns’. One thing I do know is that estate planning is a compulsory offering and that View’s platform allows me to deliver a fantastic solution that is by far the most comprehensive and holistic around. View lets me outsource all my risk and refocus energy and resources to where I can best add value to my client base

When elawyer shut down I was lost as there were no other legal solutions that offered all the benefits I need to deliver the value I want to create in the estate planning space. Learning that all the key people behind elawyer had built from the ground up version 2.0 of the adviser facilitated estate planning platform was all I needed to know. As I say to other advisers - View: ‘Just use it’ (to iterate a famous saying)