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Pathfinder – GROW your advisory services offer.

About Lesson

Learning Objectives:

  • Learn the three phases of the client journey as an advisory services client of your firm.
  • Understand the psychology of your client when helping them to decide to use your service.
  • Explore the three phases of the client journey in depth to find better ways to engage with your clients by meeting them where they are.
  • Learn a client success formula to building evangelists in your advisory services practice.

Event Details

Date: May 1
Time: 4:00 pm - 5:00 pm
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Phone (210) 560-0056
Email cashflowmike@cashflowmike.com