7 Critical Risk Areas Your Clients Need Your Advice
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Topic
7 Critical Risk Areas Your Clients Need Your Advice
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Description
In this power packed seminar, the Institute of Advisors Norwest Sydney Chapter Leaders Paul Sweeney & Raj Nathoo discussed ways to better assist clients. They looked at the following issues: 1. What are the 7 key risks? 2. How can advisors assist their clients to identify these critical risks 3. How to actively engage a team to be responsible for managing risks 4. What are the consequences of risks if not addressed 5. Tools and processes to help reduce risks
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TimeMay 27, 202110:00 am in Webinar