Client workshops offer an excellent opportunity to strengthen client engagement. An informative, interactive workshop can be regarded as a gesture of support that helps clients make financial ...

A client workshop can be a powerful way to get your clients involved in financial education activities and help deepen the relationships you have with your clients. Before launching into your next ...

Developing business through traditional networking is a grind that Bill Black is happy to have left behind. Processing Content The financial advisor knows all too well the routine of taking an ...

JN Small Business Loans (JNSBL) has been utilising technology, through a series of workshops, to educate its clients about business practices and the need to embrace digital platforms to improve their ...

Because I own my own company I know how hard it can be to continually bring in new clients and keep a steady flow of income. You have to have a plan for 6+ months down the road and offering workshops ...