International CPD for Accountants – Advisory Services for Clients Part 2

Date Added | October 28, 2020

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.

Key Topics

  • 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