Helping you build a better business
Becoming an effective estate planning professional takes time and dedication. Retaining technical knowledge is important but when the training stops the real challenge begins.
Castle is experienced in providing relevant and clear training but understands that this can only deliver so much. Having the skills to distil and deploy information in a clear and transparent manner means understanding an effective process – something that we call ‘the Pathway’- and should be constantly honed for maximum effect
Castle works with a select group of clients who want to become the best they can be. We work collaboratively to drive great client outcomes yielding success back to the business.
Happy clients and happy businesses.
We’ve seen individual consultants and business owners with laudable ambitions struggle to succeed, for their clients and themselves due to a real lack of support within the industry.
It’s been proven that we only understand and retain a very limited amount when being lectured too, even where audio visual methods are introduced levels are still low (between 5- 20%) whereas the collaborative approaches yield far better results (50-90%) over time.
So, a mixed approach to learning must be adopted by those who want to understand and be able to communicate clearly to clients.
Why not talk to us about how we can work together by booking in a free consultation call?
We provide training and support for The Institute of Professional Will Writers