Exploring Client Engagement Meetings using Practical Tools

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This Webinar Will Be Run By

Peter Hickey – President of the Institute of Advisors

Peter Hickey, is one of the pioneers and a thought leaders in Business Advisory has developed tools and resources that have been used by over 10,000 advisors around the world. He has built two highly successful practices and will show you some of the secrets to leveraging and scaling your practice.

 

This month we will cover “Exploring Client Engagement with Practical Tools” – Peter Hickey

In this Peter Hickey will demonstrate how to make a client meeting extremely practical whilst exploring the use of practical examples.

You’re Invited to the upcoming free educational and networking event this month (August). Don’t miss out on this opportunity to connect, learn, and discuss with us – Simply mark this event in your calendar and we’ll see you shortly ! This session is run as a network session. There will be a combination of new start advisors, experienced advisors, as well as independent consultants, accountants and bookkeepers.

What’s Involved:

  • How to gather information and structure an ongoing assignment.
  • How to benchmark a client business
  • How to create an action plan
  • How to share responsibilities between the client and the advisor
  • How to get the client to open up and discuss the business

 

MARK THIS IN YOUR CALENDAR

Sydney, Australia
23rd August 8.30 am AEST 

 Los Angeles, USA

22nd August 2024 at 3.30 pm PDT

New Zealand

23rd August 2024 at 10.30 am NZST

Additional Details

Link To Event Page - Register and it will be emailed to you

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Type - Institute Event

To register for this event please visit the following URL: https://rw767.infusionsoft.app/app/form/b19a8eabc4799be17313dbe5628f5d59 →

 

Date And Time

August 23, 2024 08:30 AM to
August 23, 2024 09:30 AM
 

Location

Online Event

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