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 Enterprise
execute new,
value-add, retention & succession strategies.
Everyone’s Estate Planning solution.
All the way
to the bank
Yodal partners with one of the big four banks to deliver an efficient estate planning service for high net worth, business lending, and mortgage customers.
Where advice
is the key
This leading Australian
Industry Superannuation Fund partners with Yodal to implement effective member retention strategies.
Find the right Yodal solution for you.
Win win win.
Yodal represents triple value by meeting the needs of your clients, customers, and members, while generating ongoing revenue for your organisation. With a low cost of entry, low risk, and a rapid ROI, Yodal is the best choice for Enterprise clients.
Keep your current clients
and attract new ones.
Retention and succession are critical success factors for any enterprise. Yodal focuses on your clients’, customers’ and members’ best interests, establishing tangible value in a way that builds relationships that last a lifetime.
Maximise the value of data.
Estate planning is a data-rich business that can provide insights for the cross-promotion of products and services. Deeply understand their specific life stage, by determining the value of a customer’s estate and how (and to whom) they wish it to be transferred.
Quantifying your relationships.
Yodal helps determine the precise reciprocal value of partner relationships as well as that of your clients, in the short, medium and long term.
Low cost. Off risk.
Yodal minimises exposure to financial, reputational, or compliance risk through streamlined, transparent processes, and the inclusion of a dedicated estate planning lawyer to complete every matter.
Own the experience.
Yodal solutions can be branded to reflect your organisation. Your clients, customers, and members will attribute their experience and the value it adds to their lives to your brand and their relationship with you.
Let’s find the right Yodal solution for you.
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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: […]