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: […]
See how Yodal
helps Dealer Groups
to attract & retain
advisers & increase revenue.
Everyone’s Estate Planning solution.
Yodal partners with leading Dealer Groups -offering multiple solution options…
We’ve helped implement strategies that add maximum value for current advisers while developing a compelling proposition that attracts new interest.
Where the
law of attraction counts
A dealer group with ambitious plans for growth leverages Yodal.
How do you
meet the needs of your Advisers?
Yodal provides the simple answer through estate planning.
Find the right Yodal solution for you.
Retention & attraction.
Triumph over market trends. With the lowest number of registered Advisers in more than a decade, retaining your current licensees and attracting new licensees is a critical success factor for every Dealer Group.
High compliance. Low risk.
Every Yodal solution is FASEA, ASIC and TPB compliant. With every estate planning matter requiring a dedicated estate planning lawyer, Yodal is your ‘no risk’, end-to-end solution.
Onboarding & education.
Your dedicated Relationship Manager will oversee your setup and training. This ensures your Dealer Group realises the full benefit of our client engagement tools including ‘Yodal Concierge’, ‘Yodal in a Box’, and ‘Social Media Integration’.
Value centre vs Cost centre.
Yodal represents triple value by meeting the needs of your licensees and their clients while generating ongoing revenue for the Group. With a low cost of entry, low risk, and a rapid ROI, Yodal is the best choice for every Dealer Group.
Ownership, flexibility and choice.
Yodal solutions can be branded to reflect the look and feel of your Group. Licensees have the flexibility to configure the solution to their specific needs, and the Group retains reporting oversight for all users.
Maintain Lawyer relationships.
Yodal is lawyer agnostic. Access our exceptional in-house estate planning lawyers or allow us to set up lawyers of your choice to execute matters.
Let’s find the right Yodal solution for you.
Answer 6 quick questions to find your best fit…
Read. Watch. Listen. Learn.
The Power of Guiding Clients to Tell Their Life Story
Tim Henry, founder of Aspire Planning, shares why focusing on the client experience and providing holistic advice has been the […]
Recap of Episode 5 of Yodal’s Brown Bag Series: Building Estate Planning into EVERY Client Conversation
In this recording we shared What’s in the Bag: […]