Format: Audio MP3 Download

Presenter: Kathy Gregory

Strategic Advising can be a profitable service offering for firms who implement and deliver it correctly.? Having an established business process, and tool sets to support it are key. Join us to learn how to build a scalable, efficient and profitable client advisory practice.? We will review our business process called The LivePlan Method, as well as use a scripted scenario between an ?advisor? and their ?client? to showcase what the engagement and conversations should look like