CTT Professional Services: Let us take the strain
Being a professional adviser is no ordinary job. It calls for a particular set of skills: combining technical knowledge, expertise, and an eye for detail with great communication and compassion when working with clients – it’s a tough balance to strike!
Demands of the job
As well as dealing with complex legal products, you’re faced with difficult client conversations that nobody likes to have – and many people actively avoid. Death, money, taxes, LPAs and the ‘what ifs’ that come with planning someone’s estate are not your average subjects for client-friendly chit-chat.
It takes a great deal of sensitivity to discuss these aspects of planning with your clients. This is especially true when working with families facing challenging circumstances, broken relationships, and heightened emotions – all of which can be very draining for you.
Add to this the time-consuming stresses and strains of running your own business – staying organised and compliant, marketing your services, and prospecting new clients – and you have the perfect recipe for professional burnout.
Professional support
Being an adviser is undoubtedly a diverse, rewarding career with unlimited scope for success. But it’s also a demanding vocation, both practically and emotionally.
At CTT Group, we understand the challenges that come with being an adviser. We also know that to be the best you can be, you need time to yourself to regroup, and a trusted partner to lean on when the workload starts to pile up – or when things get worryingly quiet.
That’s why our Partnership Team is here to provide you with one-to-one support. We’ll help you with hands-on tasks that win back time for you, as well as offering guidance on tricky client cases, so you maintain the headspace to look after your own wellbeing.
We’ll also help you achieve professional peace of mind. Whether it’s gaining confidence with more advanced training, ensuring you’re compliant, or drumming up new business, the Partnership Team provides the expertise that helps you sleep soundly at night.
CTT is committed to giving you what you need to succeed. If you’re an adviser and want to avoid burnout, here are 8 key CTT support services you can tap into through our Partnership Team:
1. Save time and stress with access to game-changing software
Are you leveraging the benefits of being digital yet? If your processes are still paper based, talk to the Partnership Team about how to save yourself time and stress with CTT Legacy estate planning software.
CTT Legacy Software lets you fully digitise all your estate planning processes, from document drafting to client management, so you can streamline cases and manage workloads easily without getting bogged down in paperwork.
It also provides intuitive, in-system support that ensures compliance while helping you maximise sales, as well as offering ways to smooth client onboarding and generate referrals, taking the stress out of driving your business.
There are several ways to access CTT Legacy; the Partnership Team helps you find the right solution that aligns with your needs. Once you decide on an option that best fits your business, they’ll onboard you with the new software, so you hit the ground running.
2. Lighten your load with hands-on admin support
Struggling with document processing? Unsure about certain processes or whether your drafting is accurate?
If you have any concerns about any client document, whether it’s sending them to the right professional body or the document drafting itself, our Partnership Team has got your back.
They’ll reach out to our team of in-house CTT experts and find you the right skilled person to check your documents, ensuring they meet all the necessary legal requirements before your planning goes any further. And if they need processing by us or another third party, we’ll see to that too.
3. Take guilt-free time off with professional holiday cover
It’s hard to take time off when you run your own business, but when you’re a professional adviser, it’s more important than ever to give yourself a well-earned break. After all, you ARE your business. How can you give your clients your best when you’re running on empty?
CTT’s Professional Support Services allow you to take time off without worrying about the work you leave behind. Whether it’s following up on client cases or chasing down outstanding documents, CTT’s experts have got you covered.
Speak to a member of the Partnership Team today about our holiday cover services – and then book that trip!
4. Breeze through your bookkeeping and tax returns with business accounting support
It’s tough enough managing your clients’ admin – but finding time to sort out your own? That's a whole different headache!
If you’re a sole trader or the owner of a limited company and you’re struggling to stay on top of your business accounts, speak to the Partnership Team about getting tailored, professional help.
Our partners at CTT Accountancy specialise in providing personalised, one-to-one business and accounting support. Whether you’re looking for someone with a trained eye to help with your business finances or simply a hand with your books, their team of professional chartered accountants has the answer.
5. Grow your business and get noticed with professional marketing support
Finding time to promote your own business adds to the feeling of overwhelm when you’re already stressed. It's a nagging concern that you should be doing something to market your business. But launching your own website and running your own social channels are luxuries you simply don’t have the bandwidth for.
Our partners at Formation are experienced at developing websites and running digital campaigns for professionals in the legal sector. They create engaging content that speaks to your target clients and manage your social channels to raise your profile and drive business.
If lack of promotion is a concern that’s keeping you up at night, speak to the Partnership Team about working with Formation to market your services.
6. Gain confidence and technical know-how with CTT’s training support
Feeling confused or out of your depth when it comes to certain aspects of Estate Planning? You’re not alone. With the number of variables to consider for each client case – not to mention the huge range of products and solutions – it's easy to get lost in the legalities, especially when they’re constantly changing!
Improving your knowledge is one of the best ways to develop your confidence and give yourself greater peace of mind when offering advice to clients.
CTT provides a wealth of access to training. From advanced courses that focus on complex trust work and IHT solutions for HNW clients, to informal webinars that keep you abreast of the latest legislative changes affecting client planning, the Partnership Team is here to help find the right training for you to fill the gaps in your knowledge.
7. Get professional back-up on challenging cases with one-to-one expert advice
Every now and then a case will come along that really has you stumped. It could be a complex estate or family situation, or perhaps a client with existing planning that needs unpicking before it can be done right. Figuring these things out by yourself is not only stressful; it takes time away from progressing work for your other clients.
No matter how challenging your client case or obscure your query, the Partnership Team puts you in touch with the right CTT expert to help you tackle the problem head-on.
Our in-house team comprises 9 fully qualified STEP members, among whom you'll find solicitors, IFAs, conveyancing experts, and Tax & Trust specialists to name but a few. Between them there isn’t an estate planning issue that can’t be resolved, so you can get on with your day.
8. Get support from your professional community with industry events and networking opportunities
Being a professional adviser is a tough job, but you don’t have to go it alone. Talking with fellow industry professionals, sharing ideas, insights, and experiences, is a great way to gain new business perspectives and feel re-energised.
CTT Group is about supporting and strengthening the adviser community, to help you provide exceptional client services and drive the sector towards a successful, sustainable future.
We regularly run interactive workshops, thought leadership sessions, and industry networking events, encouraging advisers to come together and raise one another up to achieve new professional highs and reach their personal goals.
The accuracy, skill, and professionalism required to work in the advisory sector, as well as the time constraints and emotional demands, will quickly lead to burn-out without the right support.
By tapping into the Partnership Team’s expert guidance, you have access to the right kind of help when you need it. With CTT’s wealth of professional services at your disposal, you are set up to succeed. Speak to the Partnership Team today about our professional support services.
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