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Advice April


Advice April is about reviewing and improving your advice process.  In this web event, we will discuss 6 ways to refresh your advice process from


  • Communicating a Proven Process in an initial client meeting

  • Building case studies to help explain how we add value

  • Client Contact calendar to systemise your client communications

  • Turning the fact find into an experience

  • Turn SOA presentations into enjoyable and efficient meetings

  • Updating review meeting to make it more about the client’s journey

Advisers and business owners in our industry are under pressure.

Over 42% are considering exiting the industry.
How do we run our buisnesses in away that is 
manageable, scalable and profitable?

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