Education
Educators in personal estate and business succession planning
Why get real?
- Professional advisers understand the importance of estate and succession planning but may need some help in educating clients on why it’s important, how they go about it and what needs to be done to get their plans in place.
- Real provides the why, how and what of successful estate and succession planning. Our facilitation process ensures clients get the right advice by the right people at the right cost.
- Our programs are delivered by people with real experience in estate and succession planning using a proven process with practical tools.
- The programs are run in small groups using peer to peer learning.
real’s training day has changed the way I engage my clients and the program provided all the collateral I needed to build and deliver my estate planning proposition.
Natalie Ryan – WB Financial
How does the real facilitation process work?
The team at real who come from a range of professional backgrounds have pioneered a 7 step process that takes the client on a journey from engagement to implementation then review. The facilitation process as illustrated below is designed for personal estate and business succession planning with specific tools and training for each step of the process.
Our process allows the facilitator to engage the client and project manage their estate and succession plan by coordinating other service providers such as lawyers, accountants and financial advisers. The facilitator may also play
one of these key roles and provide advice as part of the facilitation process.
What are the real education programs?
real provides comprehensive education programs in personal estate planning and business succession planning to groups or individuals wanting to provide a unique service proposition for their clients. Our education programs follow the same 7 step process which allows the facilitator to easily move the client between their personal and business succession needs. Below is an outline of each component of our programs.
This component is a major point of difference in that it provides a complete end to end process with specific tools for each step of the process. These tools include client engagement, data gathering, checklists, issues papers, action plans and client review tools. A personal estate and business succession facilitator’s guide detailing each step and explaining how to use each of the tools is also provided.
Each program includes a technical guide covering the key aspects of personal estate and business succession planning. The technical components are delivered by our educators who have specialist knowledge as well as being experienced facilitators. This allows them to demonstrate how to use the required technical knowledge in a practical way in keeping with the facilitation role.
Our virtual coaching programs are conducted online using web based meeting technology and recordings of each session are made available for future reference. These sessions cover a number of topics including implementation of the process, further technical and practical support and how to better engage clients and COI’s. A complimentary coaching session is included for each participant of our education programs.
The role of the facilitator is separate to the role of the adviser and allows for a separate fee to be charged.
The value of estate and succession planning can sometimes be difficult for clients to understand. Both programs include material and training on how to package and price a facilitated personal or business succession service and how to position it with both clients and centres of influence.
Who is real?
real services was founded by a team of dedicated professionals with a clear vision of making the facilitation of personal estate and business succession planning easier and more attractive to the many advisers who want to make it part of their client value proposition. real has delivered education programs to national adviser networks, private banks and accounting firms throughout Australia and New Zealand and brings a practical approach to adviser education.
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