Podcast Episodes
Back to Search#101 - Perfecting Pricing Principles
Many observers are predicting that the impending changes to the professional services industries will be unprecedented.
A 'perfect storm' across is…
11 months, 2 weeks ago
#100 - Lost Trust Deeds
This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed.
Without a fully executed, 'wet…
1 year, 1 month ago
#99 - The Gift & Loan Back Strategy: A Master Class
View's April 2025 webinar (Asset protection planning; without paying tax and duty – what's the latest) was one of the most popular in recent histor…
1 year, 1 month ago
#98 -Trust Horror Stories … the 9th Edition
Many specialist advisers have business plans that consist of one word - 'trusts'.
A significant reason for this is the myriad of seemingly never en…
1 year, 2 months ago
#97 - Asset protection planning; without paying tax and duty – what's the latest
Asset protection strategies continue to be a key issue for advisers and their customers.
Simplistically, asset protection can be as basic as moving…
1 year, 2 months ago
#96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success
Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers.
Why? …
1 year, 4 months ago
#95 - Estate planning in 2025 Where are we at?
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling…
1 year, 5 months ago
#94 - 2024 The Year in ReView
At least once a week throughout the course of 2024, Matthew Burgess has shared insights in relation to business model iterations, the future of the p…
1 year, 8 months ago
#93 - Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other.
Historically a tool almost e…
1 year, 8 months ago
#92 - Key Estate Planning Lessons from Ultra High Net Wealth Families
Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike.…
1 year, 10 months ago