Hands-on Lead Generation, Sales and Marketing Support For Business Owners.

Testimonial: estate planning

I am thankful, for the time New Era’s clients have set aside, to write testimonials for the projects we have worked on together.

“I have known Richard for over five years, I met him when I was Sales Manager for a Hertfordshire-based estate planning company. For four years, Richard introduced me to clients who were interested in the services I could provide (initially this was setting up Wills and Trusts for mitigation of Inheritance tax). The clients Richard introduced me to were all High Net Worth Individuals, allowing me to significantly develop my offerings from simple Wills and Trusts to then act as an introducer myself for tax planning, mortgages, pensions and investments.

Our system #

The way our relationship worked was that Richard would source the names and contact details of prospects, plus make all the necessary contact with them to set up a first appointment. Having tried to replicate this myself, I know this is already a huge amount of work. Richard would frequently have to convince prospects of the need for a meeting at all. This required Richard to have an excellent understanding of my service offerings, when prospects might be a good fit, and when they were a less suitable fit.

Effective communicator #

Richard is an effective communicator – he can appropriately set the prospect’s expectations about the length, content and nature of the first meeting. The High Net Worth Individuals who Richard introduced me to were highly intelligent and not the usual type of people who would openly seek advice. However, Richard was able to handle their frequent objections in order to set up many meetings. Richard would provide me with prospects every week, and overall; was my main introducer.

Richard is proficient in all communication types – emails, postal letters and telephone calls. All his communications, on my behalf, were prepared to very high professional standards and his consistent, diligent approach of sending emails / postal information, followed up shortly afterwards with a telephone call.

Richard is highly dependable and trustworthy.”

M. G., estate planning consultant

“Everyone needs a support system, be it family, friends, coworkers, therapists or religious leaders. We cannot do life alone and expect to keep mentally, emotionally and spiritually healthy. Everyone needs some sort of support system on which to rely.” – Richelle E. Goodrich.

Quote source: https://everydaypower.com

Thank you for reading. Please get in touch. I’ll be more than happy to discuss your sales challenges and opportunities.

Best wishes,


Email: richard@newerafi.co.uk

Phone: +44 (0) 7708 096 532

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