The Clients for Life program has been designed for any adviser who wants to:
- Build a clear value proposition that clients love
- Help to steer your business into a new direction
- Improve your efficiency and profitability
- Spend more time with your clients
- Ensure that your career starts on the right foot (for new advisers)
- Learn and share ideas with fellow advisers in a small group setting
This is a CPD Accredited workshop.
How is the series delivered?
- Small group sessions of 6-8 advisers
- 7 x 1.5 hour via video conference (1 session per fortnight - Choose your preferred day of the week)
- Total length - 14 weeks
You will automatically be registered each fortnight from your selected start date for the next 14 weeks.
View full agenda here
