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Discover the essential strategies for retaining clients and what happens when they decide to manage their affairs independently.
Join Stewart Bell as he highlights key services that add undeniable value to client relationships.
- Understanding the comprehensive roles and tasks performed by advisers
- Identifying what clients miss out on by choosing self-management
- Real-life impact of not having professional financial advice
- How to convey the importance of your services during client retention discussions
- The significant financial repercussions illustrated through a case study
For more insights and to access supporting tools, join our free Practice Success portal and connect with other advisers, accountants, and brokers we're helping to achieve greater success by doing more with less.
Visit https://audere.com.au/practice-success to join.