15/10/2026
Will writing could be one of the most overlooked ways to grow your client bank. 👀
David Reed, Independent Financial Adviser at Axis Wealth Management, shares how conversations around wills and lasting powers of attorney can naturally create new connections and referral opportunities.
He also shares his experience of the New Leaf Will Writers course and why he’d encourage advisers growing their client base to consider it.
🎙️ Episode 16, hosted by Sam Wallis.
Watch or listen here: https://youtu.be/t63oIOGLe0Q