Financial Planning Outsourcing To Deepen Client Relationships
Webinars
User reviews
(Updated: May 19, 2010)
5.0 |
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Great!
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(Updated: May 19, 2010)
caseyh512
5.0 |
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Good summary of process, seemed like a sales presentation
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(Updated: May 19, 2010)
5.0 |
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I liked it a lot. It presented a service offering to advisors which is potentially extremely valuable.
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(Updated: May 19, 2010)
Webinar Attendee
5.0 |
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Great!
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(Updated: May 19, 2010)
Webinar Attendee
5.0 |
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Very informative. Outsourcing appears a win-win.
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