CTT Group house a specialist in-house Marketing team who are here to assist you in prospecting for new, existing or potential clients.
We have an extensive collection of marketing materials that we can rebrand to suit your requirements, as well as
Upon becoming a CTT Group Member, you will gain access to our Marketing team who can rebrand all of our documents to be bespoke to you and your business.
Our expansive range of marketing materials includes; adverts, brochures, banners, letters, information sheets, marketing letters and exhibition material. All of these are either available for you to download and print unbranded, or our Marketing team can rebrand any selection of them with your company logo, colours and details. We can also personalise business cards, letterheads, compliment slips and corporate folders to your brand guidelines.
If you want keep up to date with current issues, we write regular topical articles which provide a wealth of information on a variety of subjects. These could be reposted onto your own website and socials, benefiting both you and your clients.
Being a CTT Group member also gives you the option to have your own individual Will and Estate Planning website built by us. This would again, be using your company logo and colours allowing you to establish as a recognisable brand and reach further clients.
One of the things you’ll need to consider when setting up your new Estate Planning business is your website. We can save you the expense and hassle of paying for, writing and designing your website by providing you with a fully uniquely branded one at just a fraction of the traditional cost. Our Marketing team will build your site, wait for your approval and then work with you to get it live for exactly when you need it.
Invaluable at the point of sale, many of our associates have fed back that they hold both our ‘Key Features & Benefits’ sheets and our ‘Client Support Information’ sheets in high regard.
Sometimes Estate Planning products and services require a slightly more detailed explanation, our information sheets can fill in all the gaps for you.
Our series of ‘Key Features & Benefits’ Sheets and ‘Client Support Information’ Sheets cover all client scenarios, dependent on their marital status and value of their assets, to assist you at the point of sale.
Many of our advisers like to leave a copy of the appropriate sheets with their client, to help cement the planning and provide the client and their family with a clear understanding of how the planning will work. With this in mind, you have the option to have all the information sheets branded with your company logo and details:
Our New Entrants Team are experts at smoothly onboarding new associates. They will introduce you to our company, our culture and our clients so you will instantly become part of a support network of likeminded professionals.
Without the right insurance, you are putting your business and personal assets at risk. Our PI Insurance will provide you with a safety net specifically designed to cover the costs of defending your business against any future claims.
At CTT Group we place an exceptionally high value on the training we provide to all our Estate Planning Consultants, which includes Solicitors, Chartered Accountants, existing Will Writers and Financial Advisers. All of our training is certificated and will count towards any Continuous Professional Development.
Our Trust and Estate planning experts consist of 6 full members of STEP (Society of Trust and Estate Practitioners), 2 in house solicitors, a qualified lawyer, non practising solicitor, licensed conveyancer and 7 other legally qualified staff including STEP affiliates.
The Countrywise Extranet is a “members only” unique online training and support tool and has been specifically designed for Will and Estate Planning Advisors. It is crammed full of resources, useful to both those who are new to the business and established Will writers alike.
