Tuesday 7th June, 12-13:00pm

Join our webinar as we discuss the results from our latest research – “the key challenges facing estate planning professionals today”.

We’ll review the findings and discuss how, post-pandemic, these organisations are now focussing their attention on improving efficiency, preparing the business for growth, and generating new leads, whilst also reviewing how the right software can help them conquer these challenges.

Webinar agenda:

• Introductions
• About the survey
• The key challenges uncovered & top tips
• The crux of the problem
• Improving efficiency with technology
• Growing the business & driving new leads

Register today – click here.