Think your client is going to make a bad financial decision? What can/should you do about it, if anything? How can the team help? In this interactive workshop, you will gain a deeper understanding of your biases and learn strategies for working with clients and the other professionals.
Forum Session Type:
Session Date/Time:
Sunday, October 27, 2019 - 09:00 to 10:30
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Attachment | Size |
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Cheryl Panther-My Client Wants WHAT timed agenda.pdf | 89.48 KB |
CVs for Julia McAninch and Cheryl Panther.pdf | 7.95 MB |