Design high-value client service models and processes to help you deliver on the promise of Advice-based Financial Planning every time!
- 5 video-based modules
- On-demand training portal
- Accessible via computer or phone app
- 100+ page course manual
- Course workbooks
- Presentation slides
- Ongoing Q&A support
- Facebook group
- Editable agendas, worksheets & templates
NO RISK GUARANTEE- If you are unhappy with the Delivering on the Promise Online Course for any reason, just contact us within 30 days for a full refund.
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