Advisory Services for Clients part 2

4 December 2020

Webinar: 2:00 PM - 3:00 PM GMT

2pm to 3pm GMT - Ian Fletcher

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.

Course programme

  • 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

Who Should Attend
This webinar is aimed at practitioners and staff who want to expand their services and offer advisory services to their clients. It will contain practical advice to show how to advise and deliver advice.

For more information visit the members only intranet here.