CTT will provide you and your staff with all the knowledge and tools needed, as well as full-time advice and technical support, to confidently deliver professional Will Writing and Estate Planning alongside your exiting services.
“I wanted to take control of my life. I came across CTT Group and discovered the world of will writing, and realised I really enjoyed it! The staff at CTT are fantastic – it didn’t matter I didn’t have any experience. And compared to what a lot of other companies were charging, it was a low-cost risk.”
There are several routes to diversification, but some come with risks and expenses that outweigh their benefits. This is where CTT’s low-risk, cost effective training programme comes into its own.
• Significant outlay
• Lack of knowledge of the new sector
• Acquiring new business’ existing problems
• New business’ existing clients follow vendor
Acquisition
Hire additional staff
Supported diversification
CTT’s training and support programme delivers a three-step process for growing and diversifying your advisory services, so you can offer professional Will Writing and Estate planning alongside your current services. Enjoy the stress-free benefits of increased revenue and the positive impacts on your business and lifestyle.
Demand for professional advice fluctuates along with the economic climate. When clients have the money to invest in property, their home, or business, demand for legal and financial advice is high. On the flipside, a downturn in the country’s economics results in lack of custom for professional advisors.
To ensure the survival of your advisory business, it pays to offer a range of services to both your existing and future clients. If demand for one service starts to waiver, a diverse portfolio guarantees you will always have a source of income.
Will-Writing and Estate planning services are necessities, unaffected by economic change. Demand for these services rarely fluctuates. Everybody needs a will, regardless of their financial position.
Furthermore, Will-Writing and Estate Planning call for similar, transferable skills used in other professional advisory services, such as a keen mind, a head for figures, and an ability to connect with clients.
These services also fall under the legal and financial advice sector, making Will-Writing and Estate Planning a natural choice to expand and enhance your existing client offering.
CTT’s Foundation training programme gives you all the basic knowledge and skills needed to start your own Will-Writing practice, including using Legacy Will-Writing software.
Once you’ve completed your Foundation training, you’ll be invited to become a member of CTT’s Partnership Portal, giving you instant access to all CTT’s professional software and support services, including 24/7 advice.
CTT’s Foundation training programme is only the beginning. With all the knowledge and tools you need to start your Will Writing practice, and ongoing professional support from CTT, you can focus on building your successful new career in Will-Writing and Estate Planning.
James Pearson went from being an overworked police officer to MD of his own Estate Planning practice with the help of CTT Group.
“Taking that first step was liberating. I felt like I was a part of a team then, and that just grew and grew. Whether it’s in the early days with training, or getting ideas on what contracts you should do, everything is taken care of; you only have to concentrate on learning and being a good estate planner. My only regret is not doing it sooner!”
You can start your journey with CTT and discover the low-risk, cost-effective route to diversifying your professional advisory services from as little as XXXX
• Foundation training =
• CTT membership =
• Legacy software (recommended) =
• Professional Indemnity Insurance =
• BEST Foundation membership (recommended) =
Year one cost:
Monthly payments:
Got any questions? Book a one hour consultation with one of our dedicated Partnership Team members who'll talk you through everything.
There are currently no times for this date.
10:00:00
14:00:00
10:00:00
14:00:00
10:00:00
14:00:00
10:00:00
14:00:00
If you're ready to be your own boss and don't need a consultation, book your first training session below.
