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The Advisory 7 Step System from A to Z

Details

Creating the right structure, infrastructure, engagement model and delivery system is critical to long term advisory success in your firm. From your Client Relationship Management system to preparing for a needs analysis meeting to strategic questioning to dynamic proposals that really sell benefits, this webinar will paint the picture of best practice in a simple 7 step flow that will achieve real results.

Presented By:

Mark Holton

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DATE AND TIME

July 21, 2020
12-12:30pm

Fee

Comp