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: […]
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Yodal partners with lawyers across Australia – from small practices to leading national firms.
We’ve helped implement Yodal solutions with client preferred, specialist estate planning lawyers to ensure the wealth of clients is correctly transferred, and their legacies are protected.
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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: […]