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Using strategic planning to leverage advisory services

Details

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

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DATE AND TIME

November 17, 2020
12-12:30pm

Fee

Comp