- Understand and be able to articulate the benefits of advisory and increase client demand.
- Learn how to market, sell, and deliver the three essential advisory services.
- Address the common barriers to delivering advisory (no time, no confidence, no system).
- Develop a rock-solid plan to implement advisory.
- Fast-track a recurring revenue stream.
Participation is limited to 20 Firms.
Interested to know more? Contact our Operations Manager, Florian Hermann.