Making Wealth Management Work For You

23rd April 2018 – Access Recording

Available!

This booking is *

Free
To change currency select the menu at the top of the page.
Already a Member? Login now to access appropriate pricing.
PlatinumPremier PlusPremierNon Members

Making Wealth Management Work For You

Free

Free

Free

Free

Product Description

It is easy to agree a relationship with a Wealth Management firm, but there are some clear actions to make this relationship really work.

In this webinar, we will cover the key steps in making sure that a Wealth Management relationship can work for you and your clients, to build Value in your business, and demonstrate true Value Add to your customers.

Using their experience in the accountancy market and using real examples, Darrell Stone from Continuum will take you through these steps. He will also offer you an insight into how Continuum may be the ideal Wealth Management solution for you and your firm through their modern hybrid dual-distribution offering.

Reviews

There are no reviews yet.

Only logged in members who have access to, or have purchased this product may leave a review.