What is your plan for when a client passes away? We can help you to retain their assets under management, generate new clients and help their family at a time of need.
The fact that your clients will pass away at some point in the future is an inevitability that all financial advisers should be prepared for. When this happens, we ask you to consider three questions:
- Do you have a plan to ensure that you retain the client's assets?
- Do you know how to manage the financial affairs of the deceased client?
- Would you like the opportunity to advise the client's family and beneficiaries?
If you don't have a strategy in place for dealing with a client's death (and many financial advisers don't) there's no need to panic. Kings Court Trust can help you answer these key questions with a resounding 'yes'.
We work in partnership with professional advisers like you so you can offer our estate administration service directly to your clients and their families - retaining complete control of your relationship with them. This not only means that you can expand your proposition but also provides you with direct access to the beneficiaries who will be inheriting their assets. We will also pay you a fee share of up to 25% of our net fee for every estate administration case you successfully refer to us.
Sounds interesting, doesn't it? Reserve your place at one of our forthcoming webinars to find out more about the business development opportunity our estate administration service offers financial advisers.
We look forward to showcasing this exciting opportunity at one of our webinars.