Virtual Event
Event Series:
Pathfinder – EXECUTE your advisory services offer.
Pathfinder – EXECUTE your advisory services offer.
About Lesson
Learning Objectives:
- Set up the environment that you and your client will be using during your advisory sessions.
- Identify the documents you will need from your clients in order to complete any analysis you will provide.
- Build out a visual to show them what the future looks like while working with you.
- Learn that Onboarding is a 3-step process: Prepare, Share, Orientation