Sunday, 19 March 2017

Client Engagement for Financial Advisors - launched and live





After a hiatus from this blog, a foray into FinTech (which is still going!) I have shifted back towards delivering tools and techniques for client engagement with a particular focus on the needs of the modern client and have done so with gusto with the launch of a handbook for the modern wealth professional.

The link is included here and I look forward to engaging with you to assist you on your journey towards positive client engagement.

1 comment:

  1. https://www.amazon.com.au/d/B06XQDPP2F/ref=sr_1_1?s=digital-text&ie=UTF8&qid=1489889993&sr=1-1&keywords=client+engagement+for+financial

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