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Using strategic planning to leverage advisory services

Using strategic planning to leverage advisory services

Released Tuesday, 17th November 2020
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Using strategic planning to leverage advisory services

Using strategic planning to leverage advisory services

Using strategic planning to leverage advisory services

Using strategic planning to leverage advisory services

Tuesday, 17th November 2020
Good episode? Give it some love!
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One of the best ways to get clients engaged and on deck with ongoing advisory services is by using strategic planning and engagement services. This webinar will demonstrate online how to engage clients and get them thinking about future business visions, goals and directions and your firm offering more recurrent advisory services.

PRESENTED BY: Mark Holton, Smithink

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