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

CPD Points: 1.00
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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.

e2

  • 2:30 pm - 3:30 pm
    1.00 CPD Point
    REGISTER