This webinar examines the key advisory services of wealth management, finance, profit improvement and strategy. It will provide practical advice on engaging with prospects and clients and delivering a professional service.
- Getting clients talking about their future
- Asking the right questions and how to outline benefits of advisory
- Tools and checklists that work
- Delivering a strategy and profit improvement session
- Wealth management and finance
- The concept of “Self Service”
- Pricing advisory services
Join Ian Fletcher on the 4th December at 12 noon for this one-hour webinar.
Discover more > Advisory Services for Clients Part 2