august, 2019
2019 Burlington Financial Planners Forum
-
Paddock Motor Club
- 1220 Corporate Dr, Burlington, ON L7L 5R6
Event Details
Robert's topic will be "A Client Talks About Clients". We'll look at a four step process for advisor's role in the "Client/Advisor"
Event Details
Robert’s topic will be “A Client Talks About Clients”. We’ll look at a four step process for advisor’s role in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the clients don’t understand. So, we’ll cover that as well. Details available here: CE-Credits Toronto Pearson
Time
All Day (Wednesday)
Location
Paddock Motor Club
1220 Corporate Dr, Burlington, ON L7L 5R6
Organizer
CE-Credits.caalan@ce-credits.ca