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Advisory Tools Workshop
This session is to give you an overview of the tools and resources you have as an Advisory Member. So you can identify the ones you want to focus on first in order to start delivering structured advisory sessions to your clients.

We will be covering the Performance Measurement & Improvement system, how to create One Page Plans and most importantly how to introduce advisory services to your clients in a simple and easy way that shows the benefits and allows them to buy.

(note: This does NOT replace the Value Roadmap Workshop)

Jul 15, 2021 10:00 AM in London

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