What your clients want


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SKU: 12578 Category:


While we mindlessly work at doing the same thing with our clients each year, we are actually NOT helping them achieve their financial and lifestyle goals.

In this session, you will learn how to:

  • Implement a system to understand the additional services your clients want you to deliver to help them achieve these goals
  • Why you should be involved in every client’s financial decision and how to create space for that
  • How to monetise this opportunity without putting on additional staff
  • Increase the profitability of every client or dump them.


Recorded on 3 May 2023
Presented by Deena Janes

TPB CPD Hours: 1 hour
Legislated CPD Hours: Client care and practice: 1 hour