18. Your Wills Bank: Engaging with your Clients
Thursday 09 November 2017
05:45pm - 07:15pm
Stephen Vallance & Elaine Russell (Harper Macleod LLP) and Alison Fitzsimons & Stephen Parker (Tilney)
Seminar Details:

For most High Street Firms, their Wills bank is at the very core of their business. Built up over many years it is for many one of their largest sources of fee income.
Will Writers, Banks, Insurance Companies and Accountants are all involved in this market and the potential for erosion of your Will bank, and the resulting loss of future business, has never been greater.
This seminar will look at a number of ways to protect and grow this asset and create real future benefits for your clients and your firm.

We will be looking at:-
   Tidying up and managing your client information
   Engaging and re engaging with your clients
   Adapting to the changing needs of clients
Learning Objectives
   • Understanding and managing client data
   • Identifying and utilising appropriate marketing techniques
   • Reviewing some of the Legislative changes impacting clients
   • Identifying additional service opportunities for older clients


Booking fee: members £50; non-members £75; trainee/paralegal from member firm £15; trainee/paralegal from non-member firm £25

Related File(s):
Booking Form:
Registrations are now closed


CPD Event Notification

Sign-up to receive notification of CPD events

Invalid Input

Email address(*)
Invalid Input

Which firm are you with?(*)
Invalid Input

Invalid Input

DX or LP address
Invalid Input

Latest News

Read more news

RFPG CPD Seminars

1. Case Management: What’s it all about?
Thursday January 18, 5:45 PM - 7:15 PM

Lady Stacey will explain the rationale behind case management and what the bench expects. Valerie Stacey graduated from Edinburgh University in 1976. She qualified as a solicitor ... Read More

Find more RFPG seminars

RFPG CPD Seminars

2. Conviction Appeals
Thursday January 25, 5:45 PM - 7:15 PM

 Conviction appeals - applications to state a case adjustment and grounds of appeal.   Booking fee: members £50; non-members £75; trainee/paralegal from member firm £15; tra... Read More

Find more RFPG seminars

TANQ Seminars

TANQ Summer Social - Legal Education – Fit for Purpose?
Wednesday July 5, 6:00 PM -

A question and answer session with our illustrious panel. Ask our experienced and knowledgeable panel their views on whether legal education is fit for purpose. Come and join the T... Read More

Find more TANQ seminars

TANQ Seminars

TANQ - How not to annoy your Sheriff
Wednesday July 26, 6:00 PM - 7:00 PM

 Advocacy is the art of persuasion- good advocacy is as much about knowing what not to do as it is about being aware of what you should do. Sheriff Cubie was formerly a solicitor... Read More

Find more TANQ seminars

Royal Faculty of Procurators in Glasgow
12 Nelson Mandela Place,
Glasgow G2 1BT
0141 332 3593 (tel)
0141 332 4714 (fax)