Client Engagement Models in the New Advice World: Bringing Innovation to Client Service Models

CPD Points: 1.00

What is this webinar about?

This webinar brings together some of the eye opening insights from the Mars & Venus webinar session, along with Caboodle's approach to innovation to highlight how we developed our own client engagement model to lead client's down the path to advice.


  • 10:30 am - 11:30 am
    1.00 CPD Point