CTT Growth: How Do we Support Adviser Success? 

At CTT Group, we’ve spent over 20 years supporting advisers, planners, and professionals in the estate planning sector. From our early days providing technical support on trusts and tax planning, to becoming a multidisciplinary partner for over 2,000 businesses across the UK, one thing has always remained at our core: we’re here to help you grow. 

And when it comes to Growth, we’re not just talking about numbers. We’re talking about the confidence to take on new opportunities. The clarity to build a stronger business. And the support to help you thrive, not just survive! 

What is CTT’s Growth Offering?  

Growth is a dedicated pathway for advisers and businesses alike, and one of our key service areas here at CTT.  

It brings together everything we’ve learned from working alongside thousands of professionals across estate planning, accountancy, legal services, private client, and financial advice. 

This isn’t a one-size-fits-all service. It’s a tailored, ongoing relationship designed to support your goals—whatever they may be. Whether that’s reaching new clients, launching a new service, or simply finding better ways to manage the day-to-day, Growth is here to help. 

Growth in Partnership 

Within our growth support route, you’ll be working closely with our experienced Partnership Team, receiving one-to-one support that focuses on you and your business. That starts with a consultation to help understand where you are now and where you want to be. 

From there, we’ll help you build a plan. This includes: 

• 1:1 business development guidance, tailored to your current size, structure, and ambitions. 

• Marketing and client growth strategies, using tools like AI referral avatars, digital recommendation reports, and video-led engagement to connect with new audiences. 

• Support with change management, helping you adapt to new technologies or expand into new areas of estate planning. 

Of course, this sits alongside and is supported by, our in-house specialists across law, tax, accountancy, and trusts, meaning you’re never going it alone! 

Why CTT’s Growth pathway is crucial to your success 

With the estate planning industry evolving rapidly and competition continuing to rise, it’s more important than ever to keep your business moving forward. Clients today expect a service that’s faster, smarter, and more efficient. And our job is to provide you with support you can trust and rely on—support that understands both the technical and the human sides of building a successful practice. 

That’s where Growth makes a real difference. It’s not just about handing you a tool or pointing you to a course. It’s about working alongside you to implement meaningful change, remove blocks, and unlock your full potential. 

If you’re ambitious about what your business could achieve but aren’t sure where to start, our Growth pathway and the knowledgeable colleagues in our Partnership team help guide the way. 

Your complete support system   

CTT’s growth offering does an exceptional job of driving your practice forward, but it doesn’t exist in isolation, it works hand-in-hand with Knowledge and Tools to provide you with a complete framework for success.  

Our Partnership Team plays a key role in this integration. Through personalised consultations, they’ll take the time to understand your current position, your business goals, and the challenges you may be facing. From there, they can help you make the most of CTT’s wider ecosystem. 

That might mean guiding you through the tools that will streamline your estate planning process, like our Legacy Software, client app, or digital recommendation reports. Or it could mean pointing you to the most relevant training courses, webinars, and resources to build your confidence in a particular area of planning. 

Whether you’re focused on technical growth, client experience, or commercial expansion, our team can help you identify the right route forward, and make sure you’re supported every step of the way. 

Together, the three core service areas, Knowledge, Tools, and Growth, provide everything you need to thrive as an estate planner. They are not just services, but interconnected foundations designed to help you deliver better outcomes for your clients, and build a stronger, more future-ready business. 

Get in touch now for a free consultation and start your journey with CTT!