Defaqto: Webinar: Three steps to successful client reviews
Partner Webinar for Financial Advisers and Paraplanners
21 May 2019
Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently.
In this webinar, we will cover:
•Three key areas for successful client reviews
•Engage Core existing holdings workflow demo
Live online May 30 11:00 am United Kingdom - London
or after on demand
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