Course objectives
- Enhance and re-engineer your client meeting process as your number one client engagement strategy
- Learn how to demonstrate clear and enduring value to clients using practical and easy-to-use tools
- Create a seamless link from compliance to advisory services that your clients want to buy
- Develop a plan to launch advisory
- Fast-track a recurring revenue stream

New Zealand & Australia
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Download your course overview
Watch a 3 minute video on what to expect
Join the next course
12 / 19 / 26 February 2025
2 / 9 / 16 April 2025
United Kingdom
Find out more
Download your course overview
Watch a 3 minute video on what to expect
Join the next course
19 / 26 February & 5 March 2025
5 / 12 / 19 June 2025