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JOBS BOARD

Event category: Ongoing service

XY+ Workshop: How to scale and enhance your ongoing service proposition – Facilitated by Adele Martin

Refining your review process – Facilitated by Mark Lewin and Emily Blanch

XY+ Workshop: Pricing your advice – Facilitated by Peter Banicevic

XY+ Workshop: Run strategy scenarios (Facilitated by James Wortley)

XY+ Workshop: Helping clients with investment property advice (Facilitated by Dylan Martin)

My journey and experience building my niche

How to advise clients going through divorce

Defining your client’s ‘Sufficient’

How I built a one-to-many online course for consumers and my clients

October Life Insurance Adviser Round Table

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