Recap of Episode 6 of Yodal’s Brown Bag Series: The Power of Guiding Clients to Tell Their Life Story
In this recording we shared What’s in the Bag: […]
Looking to the future.
and 65% do NOT speak to their children about their wishes.
70%
90%
This means that their wealth is transferred in strict accordance with their wishes for the benefit of their family and loved ones, and it is protected to the full extent of the law.
Ian has experience spanning 25 years as a lawyer. He has formed close working relationships with industry peers in the accounting, insurance and financial services sectors over the years and ensures Yodal is relevant to their daily practice.
Gavin models his businesses on the client attributes that inspire him – ambition, drive, commercial thinking. He pours his legal and commercial nous, and passion for innovation, into ensuring Yodal is Australia’s most comprehensive estate planning solution.
Grant’s decades-long career in the financial services sector has been built on trusted relationships and a deep understanding of his clients’ circumstances and needs. He believes estate planning is essential for the future of his clients as well as his business.
Whilst Peter strives for technical perfection in his work, his greatest asset is his understanding of how vital human connection is in professional services. As such, he has built his legal career around developing long-term relationships.
With more than 20 years experience in scaling high growth technology businesses, Brandon was attracted to Yodal as a business that leverages the benefits of technology to ensure everybody wins, especially our partners and their clients.
Having spent the last 15 years working for some of Australia’s largest financial services institutions, Steve brings a wealth of knowledge about what our partners need to manage and grow their business, while also ensuring they are providing the highest quality of advice for the benefit of their clients.
Emily is an Estate Planning professional who works with her clients to develop plans for their business or personal situations. She understands Estate Planning through and through, and has ensured Yodal is built to support all sides of the process.
Jeremy has a background in risk consulting, data recovery and forensics and has been building software for over 10 years. He has extensive experience in the development of “software as a service” platforms.
In this recording we shared What’s in the Bag: […]
Tim Henry, founder of Aspire Planning, shares why focusing on the client experience and providing holistic advice has been the […]
In this recording we shared What’s in the Bag: […]
Justin Ayres, Director of Swinbourne Wealth & Protection, knows from experience that talking EP with clients can assist with segmentation […]
In this recording we shared What’s in the Bag: […]
Discover how Jodie and Laurie from Mad About Life protect their clients, realise new revenue, and grow their business by […]