Think your client is going to make a bad financial decision? What can/should you do about it, if anything? How can the team help? In this interactive workshop, you will gain a deeper understanding of your biases and learn strategies for working with clients and the other professionals.
Forum Session Type:
Session Date/Time:
Sunday, October 27, 2019 - 09:00 to 10:30
Session location:
| Attachment | Size |
|---|---|
 Cheryl Panther-My Client Wants WHAT timed agenda.pdf | 89.48 KB |
| CVs for Julia McAninch and Cheryl Panther.pdf | 7.95 MB |