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Virtual Event Virtual Event

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

Event Details

Date: June 10
Time: 4:00 pm - 5:00 pm
Event Category:
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Phone (210) 560-0056
Email cashflowmike@cashflowmike.com