As the preferred lifetime trust provider for the Institute of Professional Will Writers, we support a host of great estate planning firms. As part of our expansion plans, we want to hear from and work with you.
Fortis Law are holding exclusive monthly training sessions for Partners to help them increase their revenue, maximise their profits, and improve their cash flow and we have the tools to help you do that.
We’ve listened to our partners and our L+D manager – Peter Burton, and our Business Development Manager – Tom Stansfield are hosting a monthly training session to educate partners, helping them to build their business. We also throw in some great case studies, recap relevant legislation and touch on case law so these sessions may qualify for CPD.
We recognize that many estate planning firms want and need support and are open to suggestions to help them grow their business. At our seminar, our team introduce our brand – Fortis Law and our range of services so you know how easy it is to submit work to us. We also look at where you might fall down as an estate planner. At the last session, we examined how important it is to keep client files in order and up to date.
The training typically runs from between 10am until 1pm but partners are invited to stick around after and pick the brains of our team. Training sessions can be booked by visiting www.fortislaw.co.uk/partners and then navigating to ‘Training’.
Contact information
If you would like more information about working with Fortis Law then please get in touch.
Tom’s email address is tomstansfield@fortislaw.co.uk and his mobile number is 07780114186. Feel free to ask him any questions.
Let’s work together!
This article was submitted to be published by Fortis Law as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
