Paul takes a look at a few topics this morning. Here are some updates and contemporary thinking on IHT and Wills using the most significant IHT bill in the world as an example. Paul then takes a walk through what you're doing to keep your customers and whether you're inadvertently losing them because you haven't changed your processes and systems. Continue Reading
Paul takes a look at a few topics this morning. Here are some updates and contemporary thinking on IHT and Wills using the most significant IHT bill in the world as an example. Paul then takes a walk through what you're doing to keep your customers and whether you're inadvertently losing them because you haven't changed your processes and systems. He'll stay on camera afterwards to talk about his Magnificent Seven techniques and skills to advise and sell virtually online on video. He's on https://www.archertraining.co.uk/CeMAP_Bootcamp.html
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