Every practitioner has a desire to be a holistic adviser to their clients to assist them in building their business and addressing their whole financial needs. However, it is not as easy as it sounds. Resource, deadline and regulatory constraints get in the way. Skills to engage effectively with clients to unlock their goals and concerns are required. Success can be achieved but it requires a plan, processes and training and accountability to achieve success. This webinar will highlight how success can be achieved.
Presented by: David Smith, Smithink